UPDATE: With CRM2015 - the new client side process API should be used to set the current step. The following approach should be only used for setting the process to the first step.
If you have more than one Dynamics CRM 2013 Business Process Flow for a given entity users can easily change... [More]
If you use LINQ queries with the OrganizationServiceContext then understanding MergeOptions is vital. At the end of this post I describe the most common 'gotcha' that comes from not fully understanding this setting.
The OrganizationServiceContext implements a version of the 'Unit of Work' pattern (... [More]
The new Dynamics CRM 2013’s command bar has deliberatly limited space for buttons due to the ‘intentionally constrained’ user interface design. The idea being that if you limit the space for buttons, then designers will be forced to only show those that are absolutely necessary ... [More]
In this series we have been looking at the Developer Extensions provided by the Microsoft.Xrm.Client assembly:
Part 1 - CrmOrganizationServiceContext and when should I use it?
Part 2 - Simplified Connection Management & Thread Safety
This 3rd part in the series demonstrates when and how to us... [More]
The new tablet client for Dynamics CRM 2013 has a fantastic looking multi-entity search but it is not yet available in the Web Client.
I thought this would be a good opportunity to create another SparkleXRM sample to achieve a similar feature with Dynamics CRM 2011.
You can check out the sample by... [More]
In the last post in this series I showed you the difference between the standard OrganizationService and the Microsoft.Xrm.Client.CrmOrganizationService. Continuing with the subject of elaborating on the 'Developer Extensions' part of the Dynamics CRM SDK this post describes more about the 'Simplifi... [More]
The Dynamics CRM SDK documentation is amongst the best I've seen for any business application. It provides numerous code examples and walk through ranging from the basics all the way through to advanced topics.
One of the areas that perhaps needs a little more clarification is the 'Developer Extens... [More]
I've recently had a few questions around the UserId and InitiatingUserId properties of the execution context, so I thought I'd attempt to clear up any confusion.
The simple fact around user impersonation in Dynamics CRM is that it isn't simple! I could write pages on the subject but instead here ar... [More]
In the early days of Dynamics CRM 2011, you could use both these libraries without a problem, but with the Activity F... [More]
Your TEST customisations are always the same as your PRODUCTION customisations, because no changes are made direct to PRODUCTION – right? Really? Are you sure?!
We all know that customisations shouldn't be made directly to a production server, but rather made in development and then promoted ... [More]