In Part 1 and Part 2 of this series we have discussed how the new server-to-server integration with SharePoint works under the covers. In this post I'll show you how to integrate with SharePoint directly from a sandboxed workflow activty/plugin rather than relying on the out of the box integration.
Back in the On-Prem CRM 3/4 days I would regularly customise the Dynamics CRM help files to add new topics and amend existing ones to match a company's solution. Context sensitive help was also possible by linking specific entities to specific help topics. With CRM2011 and the advent of the 'getting... [More]
Part 1 of in this series described how SharePoint Server to Server SharePoint integration (new to CRM2013 SP1) works from the client interface perspective. In this post I'd like to share a bit more how this all works from the server side.
When this feature was introduced my first qu... [More]
After having an interesting debate on the CRM Community forums about the performance of Early verses Late Bound entities my friend Guido Preite pointed me at a good blog post on this subject by James Wood named 'CRM 2011 Early Binding vs Late Binding Performance'. I have always been an advocate of E... [More]
Back in the day when CRM2011 was first in beta I blogged about the exciting SharePoint integration and how it works. This post is about the exciting new server side SharePoint integration that is now available as part of CRM2013 SP1 Online.
There has already been some good posts on how to set up Sh... [More]
I often find myself creating 'utility' custom workflow activities that can be used on many different types of entity. One of the challenges with writing this kind of workflow activity is that InArguments can only accept a single type of entity (unlike activity regarding object fields).
The followin... [More]
Whilst pushing a recent commit on SparkleXRM I recieved the following error:
An error was raised by libgit2. Category = Net (Error). Error while copying content to a stream.
I turned it off again (rebooted), and used fiddler to trace what was going with no luck. In a last ditch attempt I changed t... [More]
Sparkle XRM provides a great way of creating grids and forms that look and work similar to Dynamics CRM but sometimes you need to create a responsive user interface that is a little different. Luckily there is a wealth of jQuery plugins out there that provide a great starting point. For this post I'... [More]
I've just published an update to my Multi-Entity Search Solution (after being encouraged by my friend and fellow Dynamics CRM MVP Gus Gonzalez!).
Search across multiple entities at once.
Uses the same configuration as the mobile client 'Quick Find' (Settings->General ->Set Up ... [More]
I once heard someone say that "the great thing about Dynamics CRM is that it just looks after itself" Whilst CRM2013 is certainly very good at performing maintenance tasks automatically, if you have a customised system it is important to Monitor, Monitor, Monitor! There are some advanced ways of set... [More]