Monday, October 22, 2012

Universal Settings

Check out my latest utility, Universal Settings!  This tool is highly recommended for CRM Administrators as it easily allows for updating of configurable settings across an Organization or Deployment.

More info -

Monday, March 5, 2012

Is Something Missing in Your Organization Service? Check the Cache!

Today I am reposting my blog post from the Sonoma Partners blog.  Enjoy!

The Developer Extensions for Microsoft Dynamics CRM are extremely helpful tools for developing custom code for CRM.  They provide a simplified way to connect to the CRM Services with the ability to be configured and extended.

One ‘gotcha’ when using the CrmConfigurationManager class to connect to CRM is that the default configuration includes caching of the organization service.  A colleague of mine was running into an issue where the organization service wasn’t recognizing his newly created relationship when developing a query, so he had the need to disable caching.   

To do this, the App.config can be updated with the following XML:
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Note that this requires the microsoft.xrm.client section to be declared in the App.config as well.  The full App.config should look something like this:
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The examples above are covered in the following MSDN article

Tuesday, February 14, 2012

IE Developer Tools

I use the IE Developer Tools (or IE Dev Toolbar) almost every day.  I was going to write a post about how to use it but I just discovered today that MSDN already has some great documentation around it.

Here's a good starting point with "Discovering Internet Explorer Developer Tools" -

I would also dive into this article "Debugging Script with the Developer Tools" -  One of the most common issues asked on the CRM forums are javascript errors.  Debugging with the dev toolbar can help solve a lot of those issues.

Another great feature of the dev toolbar is Profiling javascript which this article talks about in depth -  This helps analyze the performance of your javascript and since we write a lot of javascript for CRM it can help optimize your form loading experience.

Sunday, February 12, 2012

CRM 2011 Development Resources

The Development Resources section of the CRM Wiki is really coming along!  There are some extremely helpful tools out there to help expedite your CRM development.

Check it out!

Friday, February 10, 2012

Pre-Delete Plugin 'Gotcha'

If you are running a plugin on the pre-operation event of the Delete message, one thing to note is that by that time CRM has already disassociated the record in context with any child records.  Therefore if you need to query for any child records relating to that record, nothing will return from your query.

A way around this would be to register your plugin in the pre-validation event.

Example query that won't return any results in pre-operation Delete of 'recurringappointmentmaster':