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Automatically share a personal view with another user
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...
Posted: Dec 09 2010, 07:33 PM by gperera | with 1 comment(s)
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Putting a clock to the face in a Dynamics CRM Record
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 record. 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...
Posted: Dec 06 2010, 09:02 PM by gperera | with no comments
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Putting a Face to the Name in a Dynamics CRM Record
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...
Posted: Dec 02 2010, 09:07 PM by gperera | with no comments
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Who's spying on my Dynamics CRM plugin messages
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...
Posted: Nov 17 2010, 08:58 PM by gperera | with 2 comment(s)
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3, 2, 1, Action! All records on all the pages in CRM grids
You have a workflow, you have 5000+ records, and you do an advanced find, it brings back the records only to find that you can run the workflow on a maximum on 250! ( With unsupported customizations you can increase this limit but let’s stay out of that...
Posted: Nov 04 2010, 01:40 PM by gperera | with 1 comment(s)
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Programmatically registering plugins in CRM 4
The plugin registration tool is great when you want to quickly register, change and test plugins, but if you have an automatic build/testing environment you need some way to creating a new CRM organisation, importing customizations, register custom plugins...
Posted: Nov 01 2010, 10:45 PM by gperera | with 1 comment(s)
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How to change the grid icons dynamically
Here is an unsupported but a harmless customisation you can do to Dynamics CRM in-order for you to change the grid icons dynamically. In the example above I wanted to show whether an account has been locked or not (keep an eye out for my next blog post...
Posted: Jun 30 2010, 11:18 PM by gperera | with 4 comment(s)
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Pre-filter the Dynamics CRM Form Assistant
Time for another trick... While trying to reduce as many clicks as possible one customer insisted that they want the form assistant pre-filtered, most of you are aware that this is not supported. Google Bing said it's unsupported and I couldn't see any...
Posted: May 27 2010, 09:35 PM by gperera | with 2 comment(s)
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Dynamics CRM 4 Rollup 8, Rollup 9 Error + Fix
Cannot insert the value NULL into column 'InvoiceNumber', table 'MDCRMDEMO_MSCRM.dbo.InvoiceBase'; column does not allow nulls. UPDATE fails. Invalid length parameter passed to the SUBSTRING function. Cannot insert the value NULL into column 'InvoiceNumber...
Posted: Mar 28 2010, 07:16 PM by gperera | with 1 comment(s)
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Dynamics CRM 4 Recurring Tasks
Time for another crm goodie... Here's a quick and dirty way of making tasks recur in dynamics crm using couple of attributes and a workflow! Required Attributes Name: Recur, Type: Bit Name: StopRecurringOn, Type: DateTime Workflow How does it work? First...
Posted: Mar 15 2010, 08:53 PM by gperera | with 2 comment(s)
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