• Spying on Dynamics CRM Plugin Messages

      Gayan Perera, 13 December 2010

      Finding out what information gets handed to you via the IPluginExecutionContext is not easy, most of the time you’ll hook up a remote debugger or write to a log file to find out which is tedious and time consuming to setup. To help you, we’ve created an application that you can run on your desktop,

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    • Putting a clock to the face in a Dynamics CRM Record

      Gayan Perera, 27 December 2010

        This is an enhancement to the blog post that was written last week about how to put a face to the name in a Dynamics CRM records. As you can see from the above image we also added the option to see the local time of a contact in CRM. If you’re working with people around the globe it’s useful

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    • Putting a Face to the Name in a Dynamics CRM Record

      Gayan Perera, 20 December 2010

      We recently added a neat little customization to a Microsoft Dynamics CRM 4 organization so that when you open a contact record it goes off to LinkedIn, finds the persons picture if there is one and displays it on the contact record. It’s very similar to the Social Connector in Outlook, if you’d li

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    • Automatically Share a Personal View with Another User

      Gayan Perera, 03 January 2011

        Recently we needed to share personal views with a system/service user to draw Bing maps. (keep an eye out for a cool blog post about geo mapping and geo boundary integration with advanced find views). Advanced Find views are stored under the “userquery” entity; unfortunately this entity is ma

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    • CRM 2011 – The WOW effect

      Gayan Perera, 10 January 2011

      The enhancements and improvements that are part of CRM 2011 are impressive! In less than a day you can have a fully working prototype (with smoke and mirrors of course) that’ll knock the socks off your potential customer. Here are few tips and tricks to wow your customers. Customize the masthead ima

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    • Directly injecting data into the CRM 4 SQL database – 1100% Faster!

      Gayan Perera, 18 January 2011

      Let me start by saying this is not recommended and not supported by Microsoft. We’re replacing an old financial/lending application with Dynamics CRM 4; everything is going great so far except for the fact that it takes way too long to run a process that gets run every three days which processes 10

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    • CRM 2011 Silverlight Multiple Pages within a Single xap file

      Gayan Perera, 28 January 2011

      The ability to use Silverlight in CRM 2011 is a great improvement over ASP.NET ASPX. Especially since Silverlight is supported in all deployment types (On-premise, Partner hosted, Online). Therefore it makes sense to use Silverlight instead of ASP.NET ASPX pages. One of the biggest challenges we fac

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    • CRM 2011 Highlight and Copy from a Grid View

      Gayan Perera, 31 January 2011

      One of the annoying things with CRM 2011 is the inability to copy paste data from a grid view, the ability to highlight a record or a cell has been disabled. I’m sure there was a good reason but we need this functionality. Here is a work around if your deployment is on-premise. 1. Open up the CRMWe

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    • CRM 4/2011 Data Migrations – Lessons Learnt

      Gayan Perera, 07 February 2011

      * We’ve done quite a few data migrations over the years and I’d like to share with you some tips and tricks we’ve learnt along the way. Hopefully these will make your data migrations easier. Note: This is aimed at migrating records upwards of 100,000. Building the import tool Before you build a cus

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    • Getting your Product Certified for Microsoft Dynamics (CFMD)

      Gayan Perera, 18 March 2011

      Recently we went through the process of getting our Dynamics CRM 4 to Xero connector certified for Microsoft Dynamics CRM. It was a smooth process; we’ve gone through quite a few ISV platform tests before so we were familiar with what’s required which made it a painless process. If you’re thinking a

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    • Activities Preview Pane on Any Dynamics CRM 2011 Entity

      Gayan Perera, 13 September 2011

      In Dynamics CRM a common issue users have is not being able to preview email activities related to an Account or Contact. Often you will have several emails all with the same subject, so to find the correct email you need to open each message. At Magnetism we have created an easy to install Solution

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    • Hidden clues inside CRM 2011 rollup 4 – what’s coming in R7 update!

      Gayan Perera, 24 October 2011

      One of the team members here was configuring security roles and found an entity called “Post”, we’ve never seen this before and it didn’t show up under customizations.  Since we’re a curious bunch we modified the database, here’s what we found... By default the IsCustomizable field is set to F

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    • Programmatically downloading image files from Dynamics CRM 2011

      Gayan Perera, 14 December 2011

      We came across an issue with an upgrade from CRM 4 to CRM 2011 where the images were all messed up, transparency was gone and had pixelated images, there were over 100 custom entities and download/uploading these manually was not an option. Here’s a small bit of code to download image web resources

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    • Automated Deployment Tools for CRM 2011 – Import Solution with Progress

      Gayan Perera, 30 December 2011

      We use a lot of automated tools to deploy solutions to our test, UAT and production environments. One of the tools allows us to rapidly deploy a solution into multiple environments. For example, extracting a managed solution from DEV to TEST then to UAT, once UAT has passed we need to deploy up to 2

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    • CRM 4 Upgrade to CRM 2011 - Blank Type Name in Plugin Registration Tool

      Gayan Perera, 07 February 2012

      We noticed that after an upgrade of CRM 4 to CRM 2011 the plugin registration tool will sometimes show (Plugin) instead of the actual plugin type name.   The reason is because of the PluginTypeBase table the Name field is blank. Here’s an unsupported way of copying back the TypeName to the Name

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