Tip #446: How to avoid overwriting audit and duplicate detection flags

Audit On/Off

tl;dr To avoid overwriting some of the system entities flags for the customers, manually remove those flags from the managed solution files. WARNING! Super-duper unsupported. Some juicy details If you are a Dynamics CRM ISV or an infrastructure group within a large enterprise then, most likely, you distribute one or more managed solutions to your […]

Tip #442: One WSDL to rule them all

WSDL is your best friend when you’re dealing with non .NET clients, e.g. Java, that need to talk to CRM. Historically, it’s always been a 2-step process: Hit https://crm/XRMServices/2011/Organization.svc?wsdl and get a very small file back usually containing the line Hit https://crm/XRMServices/2011/Organization.svc?wsdl=wsdl0 and get a complete file containing full definitions. Starting from CRM 2013 (or, […]

Tip #440: When package deployment fails, blame the internets

Unblock file

As you probably already know, Dynamics CRM has its own “installer” for the solutions, called Package Deployer. The package folder and assembly are usually distributed in the shape of a zip file that needs to be extracted and then used either with Package Deployer executable or installed using PowerShell. As documented. Usually it all goes […]

Tip #431: Avoid Silverlight when living on the Edge

If you ever wondered whether the move of CRM development team under Scott Guthrie is a good idea, now we have the proof. That’s right, details about the support for the upcoming versions of OS, browser and Office have already emerged. Some vigilantes, like Jason “Scintillating” Lattimer, have kept their cool heads and pointed out […]

Tip #422: Search faster by searching less

Ultimate search

I’d like to be able to search contacts by first name and last name. And middle name. And birthday. And employee id. While you’re at it, add spouse name, comments, city, country, phone number (all of them) and freight terms. So, what a smart CRM consultant to do? Open Quick Find Active Contacts view and […]

Tip #420: If your child workflow needs more than one entity

Gaytime Multipack

CRM workflows always require an entity to run. But what if you’d like to create a child workflow but need more than one entity or additional parameters? For example, while identifying the business opportunities for a professional photographer, you may want to invoke a workflow called Book the ceremony that involves two people. Let’s assume […]