Plug-Ins For Calculated Fields

Boom, Shake The Room… It has been all go here in the UK CRM Enterprise Sales team, so I haven’t had any time to post regularly. Today, one of my Banking solutions partners called me for some help with one of their deals. They have an important client demo to deliver later this week, and…

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Building Silverlight Apps For CRM

Get Down On It… Although I have posted several CRM code-samples on my blog, I don’t think of myself as a particularly expressive or creative developer. Sure, I can code a plug-in in VB (and more recently C#), or knock out the occasional JScript library, but I struggle to use design patterns & practices to…

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Tracking Activity History

22 Acacia Avenue… For a recent client demo, I needed to build a dashboard that would identify key accounts/contacts that hadn’t been contacted recently. Although all the activity data needed is in the CRM database, it’s not easy to consume within a dashboard. For example, suppose I wanted a chart of contacts who had not…

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Automating CRM 2011 Security Rules With Plug-Ins

Secret Messages… Following on from my previous post (Using Plug-Ins To Modify Views), I developed a set of plug-ins to manage security at an account level in order to satisfy the requirements for one of my corporate banking clients. The scenario was quite straightforward, in that a Client Director owns a number of accounts, grouped…

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Using Plug-Ins To Modify Views

I Wish… I realise it has been a while since I last posted, but I have been mega-busy working with some of the top UK financial services organisations and selling Microsoft Dynamics CRM 2011 into various divisions such as business banking, corporate  banking, wealth management and investment banking. Just from a personal productivity perspective, the…

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Closing An Incident (Case) That Has Open Activities

In The Lap Of The Gods… Every so often I come across a feature in CRM that makes me wonder “why was it designed like that?”. The one that catches me out almost every time I demo is the inability to close or cancel a incident when there are associated open activities. This wouldn’t be…

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Converting HTML E-mail To Plain Text

The Battle Of Evermore… OK, I admit it. I’ve caught the CRM development bug. What started as a harmless bit of fun working on document library integration between CRM & SharePoint has now developed into an obsession. In this post I will describe how to build a plug-in that examines the body of any e-mail…

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Creating A Debugger Visualizer For Dynamic Entities

Are You Gonna Be My Girl…. Over the last couple of months I’ve been spending quite a bit of time with the SDK, building custom workflow activities and plug-ins for CRM 4.0. One of the problems working with the IPlugin interface is that you are forced to use the DynamicEntity class when accessing the InputParameters…

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Microsoft Dynamics CRM 4.0 Tidbits – Advanced Events

I Walk The Line… With CRM 3.0 we had a pretty robust model for building custom business logic extensions, known as callouts, which allowed developers to write C# or VB.NET code to handle pre-stage and post-stage events for platform operations such as: Create Update Delete ChangeState Merge Assign However, this list of events is far…

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