• Aggregate Fetch XML Queries in Dynamics CRM 2011 - MIN

      Roshan Mehta, 23 May 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

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    • Aggregate Fetch XML Queries in Dynamics CRM 2011 - SUM

      Roshan Mehta, 19 May 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
    • Late Binding in Dynamics CRM 2011

      Roshan Mehta, 13 May 2012

      I have previously taken you through some simple examples of early binding in Microsoft Dynamics CRM 2011. Late binding involves the use of the “Entity” class which can manage entities of any type. For example, we can use the “Entity” object to programmatically create Accounts

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    • Early Binding in Dynamics CRM 2011

      Roshan Mehta, 06 May 2012

      The Microsoft Dynamics CRM 2011 Software Development Kit ships with a tool (CrmSvcUtil) which can automatically generate helper classes to make it easier to work with your CRM entities and their attributes. Developers can take advantage of type checking at compile time and intellisense for entity, a

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    • Dynamics CRM 2011 – Early vs. Late Binding Overview

      Roshan Mehta, 04 May 2012

      Developers have two options when writing code for Microsoft Dynamics CRM 2011 – early binding and late binding. The choice comes down to personal preference, but there are several advantages and disadvantages with both options.    Early Binding The Microsoft Dynamics CRM 2011 Softwar

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    • Dynamics CRM 2011 – Querying Data with QueryByAttribute

      Roshan Mehta, 02 May 2012

      In my previous post, I showed you how to write simple and complex queries using the QueryExpression class. Another way in which developers can query CRM records is through QueryByAttribute, which allows you to search for records where a specific set of fields matches a specific set of values. Like Q

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    • Dynamics CRM 2011 – Querying Data with QueryExpression

      Roshan Mehta, 30 April 2012

      Developers can utilize the power of the Microsoft Dynamics CRM 2011 SDK to build custom applications, plug-ins, and workflows which communicate with the CRM platform. Queries can be written to retrieve information from the CRM database in many different ways. In this blog, I will explain the use of

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    • Dynamics CRM 2011 - Querying Data using FetchXML

      Roshan Mehta, 16 April 2012

      I have previously taken you through various querying techniques through the Microsoft Dynamics CRM 2011 SDK such as the QueryExpression and QueryByAttribute classes. Today we will take a look at querying data using fetchXML queries and the FetchExpression class. FetchXML lets you define complex quer

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    • Making Opportunity Close Data Available in a CRM 2011 View

      Roshan Mehta, 15 February 2012

      In my previous post, we saw one issue when closing Opportunities in Dynamics CRM 2011. To recap, sales representatives can enter information about the closure of a deal to see how a particular Opportunity was won or lost. The Opportunity Close activity in CRM 2011 does not provide the ability to mak

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    • Dynamics CRM 2011 – Closing all Related Activities for a Record

      Roshan Mehta, 16 February 2012

      The Case Management functionality in Dynamics CRM 2011 requires the need to close all related Activities for a Case before it can be resolved. To make this process easier, we decided to add a custom button to each Activity form ribbon so that when clicked, all other related open Activities would aut

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    • Renaming System Entities in CRM 2011

      Roshan Mehta, 22 February 2012

      When looking for a system to implement within your business, it is important to consider the impact on how your business will run if you are forced to use the terminology that exists in the software. For example, you might be used to referring to people as “Individuals”, but the software

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    • Scaling Silverlight Web Resources for CRM 2011

      Roshan Mehta, 29 February 2012

      When building custom Silverlight screens for Dynamics CRM 2011, it is important that the screens scale to the available space to improve the user experience. Screens with a single control normally scale to the available space automatically, for example calendar or map controls. If you are building a

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    • Controlling Tabs using JScript in Dynamics CRM 2011

      Roshan Mehta, 05 March 2012

      The CRM 2011 SDK provides a fully documented library for JScript functions to control form layout. Today we will see how to expand/collapse tabs on an entity form using JScript. Tabs have changed since previous versions of Dynamics CRM and are displayed down the page rather than across the top. User

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    • Integrating Accredo with Dynamics CRM 2011

      Roshan Mehta, 22 March 2012

      We have had the opportunity to build an integration tool between Accredo and Microsoft Dynamics CRM 2011 to synchronize customer, product, and order information. Data is automatically pumped from a website into Accredo and our integration tool queries the Accredo database every ten minutes to synchr

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    • Creating Naming Plugins in Dynamics CRM 2011

      Roshan Mehta, 29 March 2012

      In this post, we will take a look at how we can write a plugin to set the primary field for an entity. This is important because lookup views MUST have the primary field as the first column. Unfortunately for system customizers, this field cannot be removed from the view. For example, I have created

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