Category Archives: CRM

How to hide custom sub-grid ribbon button in Advanced Find results [CRM]

With RibbonDiff you can add a custom button to the ribbon of a sub-grid. You can further add a display rule to only show this button when the sub-grid is being shown within the form of a particular parent entity type. This is … Continue reading

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CRMQuickDeploy 2.6 adds RibbonDiff deployment from Visual Studio

Rather than storing the ZIP solution in source control, some project teams choose to store the source code of each individual component instead, for example by using the SolutionPackager tool. This allow team members to easily track changes to components … Continue reading

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Getting entity type code from CRM UI for an entity

Entity type code for custom entities may be different across environments. Sometime you may need to work out the entity name from an entity type code, for example when CRM throws an error message at you. Here is a quick way to … Continue reading

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New version of CRMQuickDeploy adds tighter integration with CRM Developer Toolkit and productivity shortcut

I have released version 2.5 of CRMQuickDeploy (previously known as BNH.CRM.Debugging). This version adds tighter integration with CRM Developer Toolkit projects and a new productivity shortcut. Download it now! You can download the latest version of CRMQuickDeploy from the Visual … Continue reading

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Correcting available lookup views when restricting lookup types via JavaScript in CRM

Although unsupported, in CRM you can use JavaScript to restrict the available lookup types for a lookup field on the form. For example, on the Email form I’d like to restrict the Regarding field to be able to lookup Client … Continue reading

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Custom workflow activity to process multiple related records [CRM]

We often need to process multiple records in a workflow, particular those related to the current target record. Think notifying all bookings when an event is rescheduled, or cancelling all orders when a product is cancelled. Unfortunately the OOTB CRM workflow designer … Continue reading

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Form JavaScript returning incorrect saveMode in CRM – Microsoft bug?

I think I may have found a bug in the internal CRM JavaScript, and it is to do with retrieving the saveMode in form script. As you may be aware, you can determine the save mode by executing executionObject.getEventArgs().getSaveMode() in form … Continue reading

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Which ID property to use in early-binding programming in CRM?

Have you noticed that the generated early-binding classes always have 2 ID properties? For example, the Account class would have Id and AccountId. The Contact class would have Id and ContactId. Which property should you use in early-binding programming? Well, if … Continue reading

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Plugin/workflow attribute filtering and updating records via web service (the right way)

Recently we ran into an issue where a workflow configured to run upon changing a particular field was being triggered even though that field was not being updated. In the end it turned out that this was because of the … Continue reading

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How to update plugin/workflow assembly in CRM database programmatically

In certain scenarios you might need to update a plugin/workflow assembly deployed to the CRM database programmatically. A good example is for CI build/deployment purposes. From a CI build/deployment perspective, an issue with deploying the assembly to the database, and promoting the assembly … Continue reading

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