Category Archives: CRM

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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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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