Blogs

Status Codes when Deactivating Records in CRM 4.0

When deactivating a record in CRM you need to specify a state code and a status code. Here is the code to deativate a custom entity. For system entities there are specific objects for each entity, i.e. SetStateOpportunityRequest. SetStateDynamicEntityRequest...

Posted to Andrew Zimmer by Andrew Zimmer on 02-08-2010

Filed under: CRM 4.0, Plugins, SDK, deactivate

An Argument for Asynchronous Plugins in CRM 4.0

One of the least used platform extensions is the asynchronous plugin. When people think of a process that needs to update the database that needs to run in the background, people think custom workflow. As a CRM developer, I consider the asynchronous plugin...

Posted to Andrew Zimmer by Andrew Zimmer on 02-01-2010

Filed under: CRM 4.0, Plugins, asynchronous plugins

Pre-creating SharePoint 2010 farm databases using PowerShell

For those of you that have been used to running PSConfig when creating a new SharePoint farm to get rid of those pesky GUID’s, let me introduce a new tool for you… PowerShell. In the next version of SharePoint (2010) there are some new steps...

Posted to Brian Caauwe by Brian Caauwe on 01-29-2010

Filed under: PowerShell, SharePoint Server 2010, SharePoint Foundation

Plugin Best Practices in CRM 4.0

When it comes to writing plugins, there are three driving factors. · Quality - If you don't follow best practices you will find defects in production. The defects are usually challenging to troubleshoot. · Performance - You are working...

Posted to Andrew Zimmer by Andrew Zimmer on 01-25-2010

Filed under: CRM 4.0, Plugins, Workflows, Plugin Best Practices

Migrating to SharePoint 2010 Presentation

It’s been a while since posting anything on my blog, but since I had just completed a presentation at Benchmark Learning about Migrating to SharePoint 2010. During the demo section of the presentation I was using some PowerShell scripts to assist...

Posted to Brian Caauwe by Brian Caauwe on 01-21-2010

Filed under: PowerShell, SharePoint Foundation 2010, SharePoint Server 2010

Silverlight Applications in CRM 4.0

Click for a video demo on YouTube Over Christmas break I tackled a little technology by the name of Silverlight. I built three basic applications that are aimed at doing the following to augment the features already available in CRM. Provide users with...

Posted to Andrew Zimmer by Andrew Zimmer on 01-21-2010

Filed under: CRM 4.0, hierarchy, drag and drop, account hierarchy, crm global search, crm Silverlight, crm org chart

CRM 4.0 - Displaying a Related Entity in an IFRAME - Slightly Improved

When I say slightly improved, let me emphasize the word slightly... ... The code that displays related entities in an IFRAME has been around for quite a while. For the sake of not reinventing the wheel, here it is: http://robscrm.blogspot.com/2007/11...

Posted to Andrew Zimmer by Andrew Zimmer on 01-14-2010

Filed under: JavaScript, CRM 4.0, JScript

Using Custom Dialogs in CRM 4.0 with Offline Client and CRM Online Support

When you think of CRM Online or clients that use the Offline Client, you may think that custom forms are off limits, at least without a lot of deployment hastles. I wanted to show a simple JScript snippet that can help provide more user-friendly forms...

Posted to Andrew Zimmer by Andrew Zimmer on 12-22-2009

Filed under: JavaScript, CRM 4.0, CRM Offline Client, JScript, CRM Online

Account Hierarchies in CRM 4.0 - Part II

UPDATE: A new version of account hierarchies is included in the post Silverlight Applications in CRM 4.0 ( http://blogs.inetium.com/blogs/azimmer/archive/2010/01/21/silverlight-applications-in-crm-4-0.aspx ). In March I wrote a post on creating a hierarchical...

Posted to Andrew Zimmer by Andrew Zimmer on 12-03-2009

CRM Essentials - CRM Online Internet Marketing Best Practices

CRM Online Internet Marketing Best Practices Please join us on December 2 as we discuss the Internet Marketing feature exclusive to CRM Online. Learn how to take advantage of: Search Engine Marketing and how to get noticed when potential customers search...

Posted to Jeremy Winchell by Jeremy Winchell on 11-30-2009

Filed under: CRM, Marketing, AdCenter, Internet Marketing, CRM Online, Bing

Update Rollup 7 for Microsoft Dynamics CRM 4.0 - Some Tidbits

Microsoft released Update Rollup 7 for Microsoft Dynamics CRM 4.0 last week. With it, there have been some considerable improvements to the Outlook add-on such as: · Outlook loads much faster – you don’t have to wait for the CRM toolbar...

Posted to Ted H by Tedh on 10-26-2009

Filed under: Microsoft CRM, CRM 4.0, Update Rollup 7

SharePoint Conference 2009 Highlights

Here are my highlights from SPC 2009. I have listed vary broad topics. Details on some topics can be found in my previous posts + my colleague’s posts. Product Highlights: Public beta first half of November\ RTM first quarter (April) 2010) 6 SKUs...

Posted to SPC by Shikhar Thapa on 10-23-2009

SharePoint Conference 2009 – Profile Database/Store in SharePoint 2010

The first session wasn’t really worth blogging about but there are many enhancements and new capabilities in the User Profile space. It sure seems like MS has listened to the users and customers regarding the Profile Stores. Profile Store: There...

Posted to SPC by Shikhar Thapa on 10-22-2009

Filed under: SPC09

User Profile Service and Management

MOSS 2007 brought user profile management to the table where an individual was able to manage information about themselves, but more importantly helped others find a person that had a specific skill set, spoke a language, or was part of the organizational...

Posted to SPC by Brian Caauwe on 10-22-2009

Filed under: SPC09

PowerShell and SharePoint

Much like the rest of the new server platforms for Microsoft (Exchange, SQL, etc) PowerShell is the new command shell that will providing administrators the ability to perform functions throughout their SharePoint farm. In SharePoint 2010, there...

Posted to SPC by Brian Caauwe on 10-22-2009

Filed under: SPC09

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