• Modifying Chart Colour Schemes in Dynamics CRM 2011

      Roshan Mehta, 11 November 2012

      When you create new personal or system chart in Microsoft Dynamics CRM 2011, the system automatically applies a colour scheme which you are unable to change at design time through the user interface. This can impact the readability of the chart – for example the series and font colours may cla

      Read the full article here
    • Error Loading a Dynamics CRM 2011 Form

      Roshan Mehta, 20 September 2012

      Our team has been working on a large Dynamics CRM upgrade over the past few months from version 4.0 to 2011. I haven't had a lot of exposure to the project over this time, but had the chance to perform some bug fixes and work on some customizations in the system. I encountered an interesting issue w

      Read the full article here
    • Copy a Dynamics CRM 2011 Process

      Roshan Mehta, 18 September 2012

      Microsoft Dynamics CRM 2011 makes it easy to copy a workflow or dialog process which simplifies deployment and the configuration of similar processes. In this post, we will look at how we can create process templates and initialize multiple workflow processes from these templates. Let’s assume

      Read the full article here
    • OptionSet Helper for your xRM Applications

      Roshan Mehta, 06 September 2012

      The latest version of the Microsoft Dynamics CRM 2011 Software Development Kit includes a new mechanism to generate an OptionSet helper to include in your custom .NET xRM applications. It uses the CrmSvcUtil executable to generate a C# code file with enum definitions for your OptionSets. You can dow

      Read the full article here
    • CRM 2011 – Track Last Contacted Date for Customers

      Roshan Mehta, 30 August 2012

      In this post, I will briefly describe what is required to create a plug-in which will set the “Last Contacted On” field for Contacts and Accounts in Microsoft Dynamics CRM 2011. This functionality will allow CRM Users to keep track of customer follow-ups when Activities are completed in

      Read the full article here
    • Unable to Sort View Columns in Dynamics CRM 2011

      Roshan Mehta, 23 August 2012

      I encountered an interesting issue with the “My Open Leads” view in Microsoft Dynamics CRM 2011. The view was customized to include additional attributes from the Lead entity as well as attributes from related parent entities. When a User navigates to the view, it was sorted correctly bu

      Read the full article here
    • Open Dynamics CRM Forms and Web Resources – The Supported Way!!!

      Roshan Mehta, 16 August 2012

      Some CRM implementations require the use of custom Jscript to pop open a new entity form window or a window displaying an existing record in CRM. Previously, there was no “supported” way to do this, since we had to use the window.open Jscript object which relies on the use of the Documen

      Read the full article here
    • Disappearing Reports from a Dynamics CRM 2011 Solution

      Roshan Mehta, 09 August 2012

      I recently had to step in for a colleague by taking over a CRM deployment which went relatively smooth until I noticed that some reports were missing from the solution. I knew for a fact that the reports were part of the solution as I had performed some final testing only a few days before deploymen

      Read the full article here
    • Programmatically Fire a Workflow in Dynamics CRM 2011

      Roshan Mehta, 08 August 2012

      Your Dynamics CRM 2011 implementation might have custom business logic split between plug-ins and workflows. There may be instances where you need to fire a workflow from your custom plug-in logic. There are a couple of approaches here – you could set a value for an entity via your plug-in whi

      Read the full article here
    • Namespacing JScript in Dynamics CRM 2011

      Roshan Mehta, 30 July 2012

      I recently understood the importance of applying a namespace to functions inside JScript web resources in Microsoft Dynamics CRM 2011. We encountered an interesting scenario where a specific function existed in a web resource, but there also existed another function in another web resource with the

      Read the full article here
    • When should I use plug-ins vs. custom workflows?

      Roshan Mehta, 27 July 2012

      This is a question that plays on a developers mind when working with Microsoft Dynamics CRM. Sometimes the question can be broken down to help evaluate the benefits of one over the other, and other times it just comes down to personal preference. Most developers will always build additional logic us

      Read the full article here
    • Setting Values Programmatically via the CRM 2011 SDK

      Roshan Mehta, 19 July 2012

      In this blog, I will show you how to set field values for Microsoft Dynamics CRM 2011 entities using the Microsoft Dynamics CRM 2011 SDK. Previous versions of Dynamics CRM required the use of specific “CRM data types” such as CrmBoolean or CrmDateTime which can be frustrating when it com

      Read the full article here
    • The Microsoft Dynamics CRM 2011 Discovery Service

      Roshan Mehta, 04 July 2012

      The Microsoft Dynamics CRM 2011 Discovery Service is a web service which lets us determine the organizations that a particular user belongs to. It provides information such as the organisation friendly name, URL endpoints, unique id, version, unique name, URL name, and the current state (whether it

      Read the full article here
    • Programmatically Change the Status of a Dynamics CRM Record

      Roshan Mehta, 27 June 2012

      The Microsoft Dynamics CRM 2011 SDK provides a simple way to change the status of a record for any entity using the SetStateRequest object. Changing the status involves modifying the statuscode and/or statecode fields of a record depending on whether or not a status reason needs to be set when deact

      Read the full article here
    • Aggregate Fetch XML Queries in Dynamics CRM 2011 - COUNT

      Roshan Mehta, 16 June 2012

      Previously, I have taken you through data querying using FetchXML in Microsoft Dynamics CRM 2011. FetchXML supports all features of QueryExpression plus the ability to perform aggregates such as sum, average, min, max, and count. This is extremely useful and doesn’t require the developer to pe

      Read the full article here