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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Visual Studio 2008 Hangs After Adding A Web Reference

Sign Of The Times…  A few weeks ago I came across a problem in Visual Studio 2008, whereby it seemed to hang every time I added a web reference to the CRM web service, and then tried using IntelliSense to discover the attributes of an entity. Looking at the processes in Windows Task Manager, showed…

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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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E-mail To Case Using Workflow – Update

Voodoo Chile… Having implemented the workflow described by Jagan here to take an incoming e-mail and convert it automatically to a case, it became clear that some custom code would be need to solve the following problems: Using the workflow designer you cannot map the “from” field of an “email” entity to the “customer” field…

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Creating SharePoint Sites With CRM Workflow

Can I Play With Madness… Now that I have a custom site definition that incorporates a minimal master page my next task was to automate the site creation process. I decided to build a custom workflow activity rather than a plug-in as this give me a high degree of flexibility in choosing how and when…

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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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