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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
Posted in CRM, CRM Portal
4 Comments
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
Posted in Adxstudio, CRM, CRM Portal, CRMQuickDeploy
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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
Posted in CRM
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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
Posted in Adxstudio, CRM, CRM Portal, CRMQuickDeploy
1 Comment
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
Posted in Adxstudio, CRM, CRM Portal
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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
Posted in CRM
2 Comments
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
Posted in CRM, CRMQuickDeploy
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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
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
Posted in CRM
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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
Posted in CRM
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Bernado Nguyen-Hoan's Blog - Coding Stories from an IT Mercenary 