Category Archives: CRM

Fixing issues with migrating Adxstudio/CRM Portal v8 using Configuration Migration tool

The Configuration Migration tool does a pretty good job at migrating Adxstudio/CRM Portal configuration in v7. There are some changes in Portal v8 however that are causing issues with this tool. This is true at least in the case for OnPrem … Continue reading

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Auto deploy on save from Visual Studio for Adxstudio Portal artefacts in new version of CRMQuickDeploy

I have released a new version of CRMQuickDeploy with the following improvements: Option to auto deploy on save for Portal artefacts Ability to specify MIME Type and Display Order for Portal web files Auto deploy on save for Portal artefacts … Continue reading

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Enhancing Quick Find in CRM with configurable custom query language

Unlike Advanced Find, Quick Find in CRM is pretty rudimentary. While you can specify the search columns in the Quick Find View, the Quick Find text query does not allow you to specify field filtering on the target record, or … Continue reading

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Source-control Adxstudio/CRM Portal JS, CSS and Liquid with CRMQuickDeploy

When working with Adxstudio Portal (OnPrem) or CRM Portal (Online) you will find that JavaScript, CSS and Liquid web templates are stored in CRM records (i.e. CRM database), which is not good for source-control or scenarios where there are more … Continue reading

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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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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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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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