• 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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    • 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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    • 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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    • How to Find Similar Cases in Dynamics CRM 2011

      Roshan Mehta, 08 March 2013

      The new process form for the Case entity in the December 2012 Update includes a new feature which makes it easy for customer service representatives or support technicians to find similar cases that may help with resolving a particular case. This feature is called the Find Similar Cases Quick Form a

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    • CRM 2011 – Working with Activities from Process Forms

      Roshan Mehta, 04 March 2013

      Working with Activities has never been easier with the introduction of process-driven forms in Microsoft Dynamics CRM 2011 UR12. Previously it took a number of clicks to create, read, update, and complete Activities while also managing the headache of multiple pop-up windows. With the new Activities

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    • CRM 2011 – How to Upgrade Activity Feeds

      Roshan Mehta, 27 February 2013

      Activity Feeds is a collaborative tool which sits inside CRM and allows real time notifications among employees regarding various records. The new features are available for both CRM Online and CRM On-Premise customers, and in this blog we will see how we can upgrade Activity Feeds to the latest ver

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    • CRM 2011 – Case Management Phone Support

      Roshan Mehta, 24 February 2013

      As we’ve seen with the recent release of Microsoft Dynamics CRM 2011 Rollup 12, the process-driven user interface and new integrations make everyday use quick and easy. One of the added features of the Case Management module is the ability to quickly log details of a phone call when troublesho

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    • Dynamics CRM 2011 Online – Custom Workflow Activities!

      Roshan Mehta, 21 February 2013

      The ability to create custom workflow activities and register them with CRM 2011 online has been a feature not previously supported in CRM due to security limitations. The release of Microsoft Dynamics CRM 2011 UR12 (Polaris) provides the ability for developers to write custom workflow activiti

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    • Dynamics CRM 2011 Metadata Browser

      Roshan Mehta, 17 February 2013

      The latest version of the Microsoft Dynamics CRM 2011 SDK (v 5.0.13) ships with a revamped metadata browser which allows you to get a quick glance into the customizations and configurations implemented in your CRM system. It is available as a managed solution which you can easily import into an

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    • Quickly Create Phone Call Activities in Dynamics CRM 2011 Polaris

      Roshan Mehta, 14 February 2013

      I have previously blogged about the great new Skype Integration as part of Dynamics CRM 2011 and realized that I was missing a very important feature of the integration. In older versions of CRM, I have heard from clients first-hand about the annoyance of multiple clicks and pop-ups when creati

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    • Dynamics CRM 2011 UR12 – Toggle Bing Maps Integration

      Roshan Mehta, 07 February 2013

      Previously I took you through the new Bing Maps integration as part of Microsoft Dynamics CRM 2011 update rollup 12. This feature gives users a quick view into the location of their customers from process-driven forms with single-click access to the Bing Maps website for a better user experienc

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    • Automatically Activate Processes in CRM 2011 Rollup 12

      Roshan Mehta, 31 January 2013

      Any CRM developer or customizer will know that when you deploy a managed solution, you need to make sure you tick the box that says Activate any processes and enable any SDK message processing steps included in the solution. Without this step, you run the risk of having unpublished workflows and ina

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    • Dynamics CRM 2011 Rollup 12 and Bing Maps

      Roshan Mehta, 27 January 2013

      Another nice feature in update rollup 12 for Microsoft Dynamics CRM 2011 is out-of-the-box Bing Maps integration. Previously, custom solutions were required in order to display a map on an entity form in CRM, but Microsoft have made this available as part of the new process-driven user interface. Fo

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    • Calling Your Dynamics CRM Customers with Skype

      Roshan Mehta, 21 January 2013

      Update Rollup 12 for Microsoft Dynamics CRM 2011 includes a new feature which allows you to easily call your Leads, Contacts, and Accounts via Skype. This functionality is available for phone number fields present on both process-driven forms and system or user-defined views. Those of you that are r

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