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 […]

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 […]

The Filtered Lookup for Microsoft Dynamics CRM 4.0 is the successor of the Custom Lookup Dialog for Microsoft Dynamics CRM 3.0. Initially being a workaround to filter lookup results, it grew to a tool set with a lot more functions than initially thought. As of January 2008, the current version of the Custom Lookup Dialog […]

Greetings Everyone,
I have an article on the CRM Team blog describing how to add a custom search button to any CRM Entity.
Later, Mitch

Download here.
Thanks to Susan for the heads up.

Ross at AdvantageWorks has written a very cool article on using SoundEx and duplicate detection within CRM 4.0.
Check it out.

While cleaning up the navigation at a customer installation today, we ran across something rather interesting.  If you export the CRM SiteMap and look for any of the Quick Campaign entries, you will find the following:
<SubArea
Id="nav_minicamps"
ResourceId="Menu_Label_Mini_Campaigns"
DescriptionResourceId="Quick_Campaign_Description"
Icon="/_imgs/ico_18_minicamps.gif"
[…]

One of the feature requests that I receive quite often while creating custom CRM solutions is the have the ability to disable all or most of the fields on a CRM form based on data selected by the user.
I've researched this off and on for quite a while but was never really able to get […]