Author Archives: Bernado

About Bernado

Based in Australia, I am a freelance SharePoint and Dynamics CRM developer. I love developing innovative solutions that address business and everyday problems. Feel free to contact me if you think I can help you with your SharePoint or CRM implementation.

Associating multiple external identities to a single contact record in CRM in Adxstudio

In Adxstudio Portal you can associated multiple external identities to a single contact record in CRM. For whatever reason let say contact Bob McCloud has two ADFS accounts with your organisation, contoso\bob1 and contoso\bob2. You can configure it so that … Continue reading

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How to manually create Contact record for external ID provider in Adxstudio

When configured to use an external ID provider (e.g. ADFS in our case), Adxstudio does not handle identity management functions such as creating user accounts in that external ID provider. When an external ID is authenticated and logged on to … Continue reading

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Does ‘Record status changes’ workflow trigger fire workflow on status change?

A weird post title I know.. One of the most confusing things in CRM is the State and Status (or Status Reason) of a record. These two things are very different in CRM, and it seems that the CRM UI … Continue reading

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How to get sign-in URL in Adxstudio portal web app for external ID provider

Recently I have been looking at customising the Adxstudio portal web app (the MVC app). One of the things I needed to do was to create a link that would take users to the login page for the portal. Our … Continue reading

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SPClientSideDeployment 3.3 adds option to publish on deployment

With SPClientSideDeployment 3.3 you can now have the file(s) published automatically on deployment from Visual Studio. This option is disabled by default as it would require additional calls to SharePoint during deployment. To enable this option, go to Tools \ … Continue reading

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CRMQuickDeploy 2.8 automatically adds web resources to CRM solution and allows right-click deploy from Solution Explorer

Add web resources to CRM solution on deployment CRMQuickDeploy 2.8 now automatically adds web resources to CRM solution on deployment. A new property has been added for project nodes in the Solution Explorer, namely CRM Solution Name: When a web … Continue reading

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Identifying default organisation for user in CRM

This is a rehash of several posts by other people. A user in CRM has a default organisation. This is the first organisation where the user was created. Use the SQL script below to identify the default organisation for a … Continue reading

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