22 May
Posted by: mitch in: Dynamics CRM, Workflow | | 551 views
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 […]
16 May
Posted by: mitch in: Dynamics CRM | | 610 views
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 […]
23 Apr
Posted by: mitch in: CRM 4.0, Customization, Dynamics CRM | | 787 views
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 […]
23 Apr
Posted by: mitch in: CRM Online, Dynamics CRM | | 502 views
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 […]
09 Apr
Posted by: mitch in: CRM 4.0, Dynamics CRM | | 1,198 views
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 […]