Category Archives: Development

Find all workflows where a field is used (Onprem only)

I have a customer with a TON of workflows and custom fields. I needed to figure out everywhere that a field was used in the workflows. After doing some Poking around in the database I created a simple SQL statement … Continue reading

Posted in CRM 2013, CRM 2015, CRM 2016, Development, Onpremise, SQL, SQL 2005, SQL 2008, SQL 2012, SQL Server | Leave a comment

AsyncOperationBase Table: Here we go again

It never fails, all is going good and then one of our QA environments (on premise) is having Workflow issues. I needed to look into what was happening on the SQL Server to understand what needed to happen. However, the … Continue reading

Posted in Onpremise, performance, SQL, SQL 2005, SQL 2008, SQL 2012, SQL Server | Leave a comment

CRM Usage Reporting Unleashed

Microsoft Dynamics CRM Team Blog frequent request we come across is from companies who want to know which users are using CRM and when. The CRM platform provides the facility to gather detailed usage information by writing plug-ins, but a … Continue reading

Posted in Reports | Leave a comment

Close Opportunity via SDK

Posted by Darren Liu at 11:19 AM To close a CRM opportunity is different comparing to other CRM entities. If you want to close an opportunity, you need to use the WinOpportunityRequest and LostOpportunityRequest in the CRM SDK instead of … Continue reading

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Rules To Better Microsoft CRM & SSRS

by Danny Varghese 02.21.09 Below are some very useful links on standards for Microsoft CRM and SQL Server Reporting Services: http://www.ssw.com.au/ssw/Standards/Rules/RulestoBetterMicrosoftCRM.aspx http://www.ssw.com.au/ssw/Standards/Rules/RulesToBetterSQLReportingServices.aspx Enjoy!

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Creating a Birthday Contact List

Today we welcome our guest blogger CRM MVP Darren Liu from the Crowe Horwath company. Have you ever been asked by someone to get a list of contacts having birthdays during a certain time period from CRM? If so what … Continue reading

Posted in SDK, tool | Leave a comment

Adding A Filtered Lookup In CRM

by Danny Varghese 02.03.09 Another common question I see in blogs from users are is there a way to add filtered lookups? That is only allow users to “lookup” certain records that related to that particular one. Here’s a real … Continue reading

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Example of Dynamic Entity Retrieval

by Danny Varghese 01.31.09 There have been numerous requests on other blogs about sample code to on how to retrieve entities in CRM. One way is to use the CRM web service to retrieve business entities, however by doing so, … Continue reading

Posted in SDK, Training | Leave a comment

Dynamic Export to Excel feature – How to protect data over the wire

Monika Borgaonkar Published Monday, January 26, 2009 10:22 AM One of the well-known features offered in Microsoft Dynamics CRM v4 is export data to Excel as a dynamic worksheet, a dynamic pivot table, or even to a static worksheet. Users … Continue reading

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Customizing the Report Wizard Template

Posted by Jim Steger on November 21, 2008 The report wizard functionality of Microsoft Dynamics CRM 4.0 allows end users to quickly and easily create basic Reporting Services reports. After the user completes the wizard, CRM creates an RDL file … Continue reading

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