• CRM 2011 – Bulk Deletion Jobs with C#

      Roshan Mehta, 12 May 2013

      The ability to programmatically execute a Bulk Deletion Job in Microsoft Dynamics CRM 2011 can be useful for developers in a number of scenarios. I have found it to be particularly useful when building and testing data migration tools in a clean instance of CRM, whereby you can quickly and easily de

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    • Have you checked out CRM-Project?

      Roz Millar, 08 May 2013

      A couple of weeks ago I went on CRM-Project training course.  I was doing the training for a couple of reasons: 1. We use CRM-Project and we wanted to make sure we were getting the most out of it 2. We were planning to start selling CRM-Project and wanted to make sure we would be givi

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    • Automatically Publish Duplicate Detection Rules in CRM 2011

      Roshan Mehta, 01 May 2013

      When installing a managed or unmanaged solution for Microsoft Dynamics CRM 2011, extra care must be taken to ensure that all components of the system work as expected. Duplicate Detection rules are not solution components, but if any entity metadata is modified during a solution import, all Duplicat

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 2

      Colin Maitland, 29 April 2013

      In this series of blogs I am writing about using the Connector for Microsoft Dynamics with the Microsoft Dynamics CRM Instance Adapter to integrate two Microsoft Dynamics CRM Organisations.  In my previous blog I wrote about the need to ensure that Mappings are ordered or scheduled in such

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    • CRM 2011 Plugins – Avoiding Infinite Loops

      Roshan Mehta, 28 April 2013

      When developing plugins for Microsoft Dynamics CRM 2011, there are scenarios in which the execution of your custom code can result in an infinite loop. This leads to unnecessary execution of plugins and can potentially impact the performance of CRM, as well as the user experience. In this post, we w

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 6 – Sample Data Integration – Part 1

      Colin Maitland, 25 April 2013

      In my previous blog I wrote about the options for Mapping fields when creating integration between two Microsoft Dynamics CRM Organisations using the Microsoft Dynamics CRM Instance Adapter.   In this blog I will be writing about some requirements for integrating the Sample Data betwe

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    • CRM 2011 Plugins – Obtaining Entity Record Information

      Roshan Mehta, 23 April 2013

      Developers can use the IPluginExecutionContext service object to obtain contextual information from the CRM platform which is passed to the plugin at run-time. It includes details about the user who triggered the plugin event as well as transactional information handled at the platform layer. In thi

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    • Permissions Required to ‘Manage Roles’ in Dynamics CRM 2011

      Paul Nieuwelaar, 22 April 2013

      The ability to assign security roles to other users in Dynamics CRM is usually only given to System Administrators, however occasionally we have the need to give a regular user the ability to assign roles. You may not want to make this user a System Administrator, as this will give them access to ev

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    • Training Course 80294B: Microsoft Dynamics CRM 2011 Customization and Configuration

      Megha Kainth, 21 April 2013

      At Magnetism, we deliver instructor-led class room training. We offer a wide range of Microsoft Dynamics CRM 2011 training courses. These training courses are delivered by our Microsoft certified trainers and experienced developers. In this blog post I will take you through the course outlines of 80

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    • CRM – CRM for Dummies – Free eBook Compliments of Microsoft

      Greg Olsen, 17 April 2013

      I Noticed today a free distributed CRM for Dummies eBook available for you to download and read. So I thought I would give this a plug on my blog. Blurb from the book: About This Book In this book, you discover information about functionalities that will improve the way you handle customer contacts

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    • CRM 2011 Plugins – Obtaining Organization Information

      Roshan Mehta, 16 April 2013

      Developers can use the IPluginExecutionContext service object to obtain contextual information from the CRM platform which is passed to the plugin at run-time. It includes details about the user who triggered the plugin event as well as transactional information handled at the platform layer. In thi

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    • CRM 2011 Plugins – Obtaining User Information

      Roshan Mehta, 14 April 2013

      Developers can use the IPluginExecutionContext service object to obtain contextual information from the CRM platform which is passed to the plugin at run-time. It includes details about the user who triggered the plugin event as well as transactional information handled at the platform layer. In thi

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 5 – Mappings

      Colin Maitland, 11 April 2013

      In this blog I will discuss the options provided in the Microsoft Dynamics Connector for Mapping Destination fields.  There are five options. The following screenshot shows the three most common options. A fourth option is to not Map selected Destination fields and a fifth option is to Map all

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 4 – Configure and Run a Simple Integration

      Colin Maitland, 07 April 2013

      In this blog I will describe how to create and run a simple integration between two Microsoft Dynamics CRM organisations for a custom entity called Country.  1. Open the Microsoft Dynamics Connector. 2. Open the Connector for Microsoft Dynamics. The New Integration screen will be dis

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    • CRM 2011 Plugins – IServiceProvider

      Roshan Mehta, 03 April 2013

      When a particular event occurs in Microsoft Dynamics CRM, such as “create of a contact” or “update of an account”, the Execute method is invoked for any plugins registered on the event. This method includes a single serviceProvider parameter which provides useful service info

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