Finding Which Message Requests Support the Execution of Plug-ins in CRM 2011 and CRM Online

Developers can write custom plug-ins and register them to execute when a certain message request and entity combination is processed by the Microsoft Dynamics CRM 2011 and Dynamics CRM Online event execution pipeline. Most but not all message requests support the execution of plug-ins. To find out what message request and entity combinations support execution of…


Options: Plugin, Workflow or Dialog

Our guest blogger today is Gonzalo Ruiz who is a CRM consultant for Avanade Canada. This post is inspired by a popular article by my ex coworker Humberto Lezama G. regarding when to use plugins or workflows for implementing custom logic in Microsoft Dynamics CRM 2011. I have expanded the matrix to add additional criteria…


How to Reference Assemblies from Plug-ins

8/31/15This post has been edited to reflect that Dynamics CRM does not support ILMerge.  It isn’t blocked, but it isn’t supported, as an option for referencing custom assemblies. You may have noticed that Microsoft Dynamics CRM 2011 (and CRM 4 before it) does not really have support for referencing custom assemblies from a plug-in assembly….


Authoring My First CRM Plug-in

Hello readers. Recently I’ve learned that building Microsoft Dynamics CRM is a much different beast from building on top of Microsoft Dynamics CRM. I’ve been on the team for a bit over 3 years, but just built my first plug-in. I’m not ready to tell you what it does but I wanted to share some…


Plug-ins vs. Workflows in Microsoft Dynamics CRM

Today’s guest blogger is programmer and CRM aficionado Pablo Peralta. I frequently get this question: When should I write a plug-in in Microsoft Dynamics CRM versus a workflow ? This dilemma is faced whenever custom logic must be executed in a pre and/or post operation. Peter Hecke of Microsoft created this decision table on MSDN….


Microsoft Dynamics CRM Email and Snail Mail Activities

Today’s guest blogger is Jeremy Hofmann of Sonoma Partners. Jeremy blogs regularly at Ask The Right Question. Today I’d like to highlight an approach to handling the mass distribution of email and letter activities in Microsoft Dynamics CRM.   This is a strategy you can use when you have the need to distribute email and letter…


Record Counter For Microsoft Dynamics CRM 4.0

Today CRM MVP Andriy Butenko talks about a solution he created using the plug-in technology. Andriy blogs regularly here. When you open Microsoft Dynamics CRM and select a view that contains more records than can be shown on one page, you don’t know how many records are in this view. My Record Counter creates a…


Integrating Microsoft Dynamics CRM via App Fabric

I am excited about the Microsoft’s Azure initiative. App Fabric is a part of Window Azure platform and as indicated at, makes it simpler to connect cloud and on-premise applications. It also simplifies the on-premise to on-premise application connection separated by firewalls and enables management of such interaction via the configurable rules of Access…


Driving better data habits in Microsoft Dynamics CRM through scoring

Good data in a CRM system is critical to its ongoing success and usefulness to a business. Months or even years after you have successfully deployed the system, the real measure of its success is how much the system is being used and the value being returned by the system such as better insight into…


Microsoft Dynamics CRM: New plug-in development article

We just published another plug-in development article in the Getting Started with Microsoft Dynamics CRM 4.0 SDK article series. Here’s a summary: A plug-in is custom computer code that is compiled and registered with Microsoft Dynamics CRM to change or extend the system’s functionality. This article represents part 2 in a multi-part Getting Started series…