Introduction: Dynamics CRM has native integration with Sharepoint so that Sharepoint can be used as the document management tool for Microsoft Dynamics CRM. The Document management integration however is restricted to associating Dynamics CRM Records to Sharepoint folders and displaying them from within Dynamics CRM. All files need to be uploaded manually by the user… Read More »
As we all know that we can always read Pre image and Post image in the plug-in for various purpose. However, in workflow, we may sometimes want to read Pre Image for some purpose. Now we can also read Pre Images and Post Images in the workflow using Execution Context. It uses the same Plug-in… Read More »
With Polaris it is now possible to register Custom workflow assembly for CRM Online as well. In continuation of our earlier series here where we provided the steps to use the Developer Kit, we have now added the steps to create Workflow activities for CRM Online using the new version of the developer toolkit that… Read More »
There are six different operators used in e workflow. 1. Set to: This operator is used to set value of the field of any data type. 2. Append with: This operator can only be used with text field. It will append specified field’s value or the default value to the existing value. This operator has… Read More »
While there can be many other reasons for this, recently we came across a situation where a simple workflow assembly designed by us could not be used in a Workflow. If we added the reference to this workflow assembly in the Workflow, it wouldn’t publish. We would receive the following message “An error occured when… Read More »
Recently we tried to upgrade a highly customized CRM 4 install to CRM 2011 and thought it would be worthwhile to list out our findings for the benefit for all. CRM 2011 supports both in-place upgrade as well as a fresh CRM 2011 install with a later CRM 4.0 organization import into CRM 2011. We… Read More »
We were recently working on designing a tool that deletes workflow job. We thought it would be easy to just filter out all job that related to a workflow by the workflow id and then delete that’s it. But like always we were in for a surprise. Just thought putting it down would help others… Read More »
It is important that you avoid class level declaration and initialization of variables in Plugins and Workflows. Let us discuss the issues that one can face with Plugins. Plugins as you know is executed synchronously. But if there happen to be multiple calls made to the same plugin assembly and class, a new object for… Read More »
When a workflow fails, all it shows in CRM is a window similar to the following. This is very vague and does not help you in any way to identify the cause of the failure, especially if you were using a workflow assembly in the workflow. To check the actual error reported during the execution… Read More »
Quite often you need to monitor and have workflows designed based on the “Last Touch Date” or the “Next Action” date. While the former should reflect the last interaction made with the customer, the later is to keep track of the next upcoming interaction with the customer. End users often believe the Modified date reflected… Read More »