This is not a title I just came up with. This is directly from Technet: https://technet.microsoft.com/en-us/library/dn646905.aspx Ok, I’m starting to wonder what am I up against this time around..
Yesterday, my fellow Dynamics CRM consultant Natalia Shlega who I talk a lot to (the main reason being not so much the fact that she’s a CRM consultant, though that does contribute.. but, rather, the fact that we happened to be married) pointed me to an article describing status reason transitions in Dynamics CRM. What… Read More »
Here is a short code sample on how to add a pre-search filter to the lookup function onLoad() { Xrm.Page.getControl(…).addPreSearch(function () { addPreSearchFilter(); }); } function addPreSearchFilter() { var filter = “<filter type=’and’>” + “<condition attribute=’…’ operator=’not-null’/>” + “</filter>”; Xrm.Page.getControl(…).addCustomFilter(filter); }
Here is a quick and dirty example of how a plugin could be created to handle N:N associations. A plugin like this would need to be registered for the “Associate” message of “any” entity: using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk.Client; using Microsoft.Xrm.Sdk; public void Execute(IServiceProvider serviceProvider) { IPluginExecutionContext context… Read More »
Don’t get me wrong, I’m not going to say that XRM is flawless and/or that it fits anything and anyone. Not at all actually. If you gave me 15 minutes, I could keep complaining about missing XRM features for all that time. However, what I’m going to say is that, with the proper application of… Read More »
There are Dynamics CRM consultants- they do CRM consulting. There are Dynamics CRM developers – they do development. There are, also, Dynamics CRM Architects. What do they do? Here is a sample description of one of the actual CRM Architect positions: Deep Know-how and proven record of applying CRM in one or more industries; experience… Read More »
I think XRM is awesome. And I also think it is dangerous. This post is about the dark side of XRM. First of all, I think it’s not XRM itself which is dangerous. It’s how XRM is explained and sold to the clients – that’s what is making it dangerous. We do like to repeat… Read More »
I’ve been working with Dynamics CRM for over 5 years so far. That did involve various projects, for both private and public sectors. Some of those projects were more about CRM than others, but I’ve never seen a project where a client would take Dynamics CRM and start using it as is. There is always… Read More »
Ok, it’s all about the mood. Criticizing today.. What is Dynamics CRM these days? It’s a monster. Remember those long-gone days when we had CRM 4? Or CRM 2011? When there was no interactive service hub, when mobile applications were not there, when there was, essentially only one type of CRM forms, and when we… Read More »
Was looking at the Interactive Service Hub user guide and found something I have never seen before(well, maybe I was not looking properly) https://www.microsoft.com/en-us/dynamics/crm-customer-center/user-s-guide-for-the-new-interactive-service-hub.aspx#bkmk_Support It’s official: those of us who used to be called CRM Administrators, CRM Consultants, or CRM Developers can now be called CRM customizers Well, I’m not sure if this is a… Read More »