Using an ERD tool to create CRM entities

I get asked this now and then: “I want to use Erwin [or Visio or Visual Studio or…] to graphically design the CRM entity model, then have the actual CRM entities generated off of the tool I used to design the entities.” While I am not aware of a direct way to do this with…


Batch updating fields with crmsvcutil generated code

Scenario: “I love early bound code because of compile time checking, LINQ query enablement, etc.  I want to batch update a bunch of records, but OrganizationServiceContext.SaveChanges() executes under the hood as one web service call per entity.  How do I batch update?  Also, how do I make sure that only the fields I change are…


Using LINQPad with the CRM Online OData service

I’ve been a longtime fan of LINQPad ( as a general purpose tool for executing LINQ queries with various LINQ enabled technologies as well as a general purpose scratchpad for testing out .NET code without having to fire up Visual Studio.  I’ve already blogged about how to use LINQPad to work with the CRM Online…


Setting up a Microsoft Cloud trial

CRM Online based solutions often run across the broader Microsoft Cloud, not just CRM Online alone.  As they say, a picture is worth a thousand words.  So here’s a picture that hits home this point at a high level. To help people get started trying this environment out, I’ve created a video that walks you…


Debug CRM Online Plugins

Debugging plugins in CRM Online just got a lot better with the latest version of the plugin registration tool that ships with CRM 2015.  In the video below, I walk you through how to debug CRM Online plugins using Visual Studio. @devkeydet


Microsoft Dynamics Technical Conference

February 2-4, 2015, Seattle WA Hear from Jujhar Singh, General Manager of Program Management for Microsoft Dynamics CRM, about why you should be a part of the Microsoft Dynamics Technical Conference. Equal parts education, networking, and fun, the Microsoft Dynamics Technical Conference brings together Microsoft Dynamics CRM professional and developer communities in a technical readiness…


A government cloud for Dynamics CRM Online

I’m happy to share that Curt Kolcun, Vice President, U.S. Public Sector at Microsoft, has just blogged some great news!  Check it out: @devkeydet


Doing CSS the right way with Dynamics CRM

One of a few practices I see when people customize Dynamics CRM that usually comes back to haunt them during update rollups or upgrades is directly referencing the CSS files and classes that come with the product.  It’s an innocent enough mistake, but the CSS files which ship with Dynamics CRM are intentionally not documented…


Capturing a signature in a CRM form using html5

Scenario: “I have a touchscreen.  I want to capture a signature in a Dynamics CRM form.  If the signature hasn’t been saved, then I want to allow a user to provide their signature.  The next time the record is loaded, after the signature has been saved, I want to load an imagine of the signature…


Tools to make sure you are writing upgradeable CRM customizations

With the release of CRM 2011 UR12, which introduced cross browser support, and the release of CRM 2013, there were two tools made available to you to check both your JavaScript code and your server side code for unsupported customizations: Microsoft Dynamics CRM 2013 Custom Code Validation Tool Legacy Feature Check Tool There’s an excellent…