Category Archives: CRM

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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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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Tip for identifying button/command ID in Ribbon Workbench

Ribbon Workbench is a great tool for customising the ribbon in CRM.¬†When you need to customise an OOTB button/command however, it can be a bit¬†difficult to identify the correct button/command to work with. This is particularly true when some of … Continue reading

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‘An unexpected error occurred’ and using early-binding in CRM plugins

Our plugin was throwing the error below when creating a new task record: ‘An unexpected error occurred.’ at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Create(Entity entity, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, Dictionary`2 optionalParameters) at Microsoft.Crm.Extensibility.InprocessServiceProxy.CreateCore(Entity entity) … We were not doing anything fancy … Continue reading

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How to set EntityCollection property of service response for unit testing purposes [CRM]

When unit testing CRM C# codes, you may find that you need to mock the response of calls to CRM’s Organisation service. A number of response classes in the SDK contain an EntityCollection property. This property however is null and … Continue reading

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