Tip #30: Use ConnectionDialog for easy connection to CRM

If you’re writing Windows Forms or WPF application that needs to connect to a number of Dynamics CRM organizations on ad-hoc basis, e.g. custom tool, then try using ConnectionDialog class instead of home-grown connection code. It is very surprising how little attention receive CRM Developers Extensions in general and a little obscure but very handy […]

Tip #28: Beware of autosave in your scripts

CRM 2013 introduced autosave feature that, depending on a specific scenario, could be really helpful. There is also ability to switch autosave off across the organization using Administrator > System Settings dialog. Unfortunately, this flag only controls form behavior when user explicitly edits the record. The record will still be saved if user navigates away […]

Tip #26: Self-service for CRM users

One of the most valuable input channels for CRM customizers and developers is direct feedback from the users. The problem is that average user is either too reluctant or too busy to spend time on feedback and that pretty much rules out third-party systems like getsatisfaction, uservoice, etc, however useful and clever they might be. […]

Tip #24: Use children to update running workflow

Service Activity Reminder with Child workflow

Running workflows always cache the definitions and are unaffected by any future definition changes. This behavior is by design, however, occasionally it’s desirable to have some of the steps to use the latest definitions, e.g. content of the email. Isolating these steps into a separate child workflow effectively allows users to modify properties of a […]