We all know that by October 2020 classic web client will be retiring, and UCI interface will take over everywhere where the classic web client might still be reigning at the moment of writing this post. This can be a very sensitive topic, though, and it can be quite confusing, too. As mentioned in this… Read More »
When creating a model-driven application, it’s easy to think that we only need to include those entities into the app which will be displayed in the sitemap. So, in the example below, it would be only 5 entities: There is something to keep in mind, though. If you are expecting quick create forms to… Read More »
We can use entity[“<attributeName>”], or we can use entity.GetAttributeValue<T>(“<attributeName>”) The second option won’t produce an exception if the attribute is missing – it will return null instead. It will also return null if the value of that attribute is, actually, null. This may look all right, but there is a difference. So when does… Read More »
It will not come as a shock if I say that CRM stands for the customer relationship management. However, I have been wondering lately what it really means to have a tool that can facilitate customer relationships management. First, let me clarify why the question came up at all. I am a Dynamics CRM consultant,… Read More »
If you have a plugin that runs on “delete”, and if you need to detect whether that’s part of a “cascade delete” (in which case you might not want to update some sort of summary information on the parent entity), here is how it can be done: if (context.ParentContext == null || context.ParentContext.MessageName == “Delete”… Read More »
Salesforce outage that happened this month has rightfully provoked all sorts of discussions about the dangers of cloud offerings. Most of those discussions are only theoretically interesting, since they are, for the most part, speculations on various aspects of what needs to be done to avoid this kind of situations, what the customers can do,… Read More »
There is an interesting document that talks about some of the best practices for Dynamics CRM: https://www.microsoft.com/en-us/download/details.aspx?id=48268 What’s really interesting is that it does not tell you what and how to do, but, rather, it explains what was the thinking behind Dynamics CRM design and what the expectations are. Once you know that, there is,… Read More »
This is not a title I just came up with. This is directly from Technet: https://technet.microsoft.com/en-us/library/dn646905.aspx Ok, I’m starting to wonder what am I up against this time around..
Yesterday, my fellow Dynamics CRM consultant Natalia Shlega who I talk a lot to (the main reason being not so much the fact that she’s a CRM consultant, though that does contribute.. but, rather, the fact that we happened to be married) pointed me to an article describing status reason transitions in Dynamics CRM. What… Read More »
Don’t get me wrong, I’m not going to say that XRM is flawless and/or that it fits anything and anyone. Not at all actually. If you gave me 15 minutes, I could keep complaining about missing XRM features for all that time. However, what I’m going to say is that, with the proper application of… Read More »