Back in the dark ages, like with CRM 3.0, we were often faced with writing .NET code to provide certain enhanced data manipulation capabilities as either Callouts or Workflow Assemblies.  CRM 4.0 totally changes that mind set - and as a solution developer, you really need to keep that in mind before you jump off […]

One of my current projects involves a heavily customized Opportunity form and I was running into the following error messages whenever I attempted to set the value of a custom Attribute which was of a Money type:
A currency is required if a value exists in a money field. Select a currency and try again.

The solution, […]

Quite some time ago, I wrote a short article on using the Bit attribute type within CRM.
Today, I thought I'd like to take some time to review some tips that may not be totally obvious when you first start working with Bit attributes.
The method that you will use to interact with the Bit attribute will […]

One of my current projects required that we have, more or less, an audit log for completion of tasks.  This can be easily accomplished using a CRM 4.0 workflow, using the following variables:

When the workflow is run, it will produce the following results:
 
In this particular case, we are actually creating a task, then setting […]

I have spent my last two weekends reinstalling CRM 3.0 at two separate customers because of hardware rebuilds or server reconfigurations.  I have no idea how many times I've installed CRM 3.0 but it is more than a handful so I've pretty much got it down to a science.
That being said, I have learned some […]

I thought we were all through with the Daylight Savings Time (DST) issues, but I was wrong.
One of my customers purchased a newer, more powerful, SBS 2003 box and we had to migrate CRM 3.0 from the old server to the new server.
Overall, everything went fine. Redeployment manager did it's job, CRM installed to the […]

Holy Cow Batman!  Did I have fun last week or what? 
Without a doubt, the MVP Summit 2008 was the most fun and productive conference I've ever attended.
Not only did we get to hang out with the CRM Product Group for two full days, but the CRM MVPs had an absolute blast hanging out together […]

As you know, CRM 4.0 introduced multi-language features into the product.  This means a slight change in the way we retrieve metadata related to Entity names.
The DisplayName property for an Entity has been changed slightly to ensure that you always have access to the localized version of the Entity name.  A sub-property called UserLocLabel has […]

I found a minor issue with the URL that allows you to generate WSDL for the CRM Online Discovery Service.
If you navigate to Settings, Customization, Download Web Service Description Files, you're presented with the following set of links:

The Discovery Web Service link is:
https://crm.dynamics.com/MSCrmServices/2007/Passport/CrmDiscoveryService.asmx
when it should be:
https://dev.crm.dynamics.com/MSCRMServices/2007/Passport/CrmDiscoveryService.asmx
A minor issue but hopefully this note will save […]

I ran into an issue this morning testing one of my CRM add-ons.  Basically, I was processing items from an inbound, email-enabled Queue within CRM. When the processing was completed, I delete the Queue item - but it still remained in the Queue.  You could not longer open it, and as far as CRM was […]