http://www.patrickverbeeten.com/pages/TechnicalNet/Default.aspx?id=9http://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=117&p=trueFor some records it can be very usefull to copy it. This avoids repetive entry of the same data. If you have a relation on the entity which references itself you can do this using a mapping. But if you do not have a relation and do not whish to create on you can copy the values using the following sample.Fri, 30 Apr 2010 09:45:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=116&p=trueBelow are the links to the references for the CRM form scripting object model on MSDN CRM Form and form control methods: http://msdn.microsoft.com/en-us/library/cc150872(v=MSDN.10).aspx Global variables and functions: http://msdn.microsoft.com/en-us/library/cc150875(v=MSDN.10).aspxFri, 30 Apr 2010 09:40:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=114&p=true To make full use of the CRM Form scripting capabilities it can some times be useful to be able to access the CRM webservice from the form. You can build your own requests and parse the results but the library created by Daniel Cai does all this for you and provides simple method to perform the calls: http://danielcai.blogspot.com/2010/01/crm-web-service-javascript-toolkit.html.Fri, 30 Apr 2010 09:37:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=113&p=trueUsually when you are working with CRM and doing scripting you have to work in the small text box with no real coding support. Also you have the restrictions that you cannot create reusable functions etc. There allready are several examples and approaches to solve this problem but for completion I have added these examples. This contains two different approaches one using files location on the CRM...Fri, 30 Apr 2010 08:43:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=106&p=trueA new tool for Microsoft Dynamics CRM is available. This tools allows source controls system such as subversion to work with the CRM customization file with beter control that is normally possible. For more information click here.Tue, 29 Dec 2009 14:29:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=94&p=trueA new tool is available which allows you to view CRM plug-in events as they occur, including all details available from the IPluginExectionContext. For more information click here.Mon, 05 Jan 2009 17:48:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=91&p=trueIf errors in Microsoft CRM occur there can be a user friendly or otherwise limited message presented. To find out what actually is the problem is not difficult you just have to know where to look. Wether it is an authentication issue or a SoapException 'Server was unable to process request'. This article offers some pointers on where to look for additional details.Fri, 21 Nov 2008 11:12:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=86&p=trueCRM support user working in multiple time zones by storing alle date time values as UTC. This way the time can be easily adjusted to the users time zone setting. This article explains this in a bit more detail. As for date values, some dates such as a birth date can be fixed regardless of time zone. CRM will still adjust these to the time zone, this may show as a full day difference in the...Fri, 12 Sep 2008 11:36:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=78&p=trueIn CRM 4 workflows can have the status waiting when an they are waiting for an event such as a timer or they will also have this status if an error has occured. To find out which take the following steps.Tue, 24 Jun 2008 17:46:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=76&p=trueWith version 4.0 Microsoft CRM the option to have multiple languages in a single interface became available. To translate the various available labels CRM offers an option to export all labels to an excel file. The problem I found with this file is that it lacks context of the text you are translating. For instance the text "Address 1: Line 1" this appears for each entity, form and view...Tue, 24 Jun 2008 16:37:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=67&p=trueWhen you are developing with a virtual PC which is running in its own domain or want to debug any other system which is in a different domain than you own user remote debuggin will normally fail on authentication errors. How do you set this up ...Tue, 29 Apr 2008 16:41:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=64&p=trueAs of CRM 4.0 the sitemap and isv.config file are no longer available on the file system but stored in the database. Which means that for each change you have to export the customization, make your changes and then reimport the customizations file. This tools is indented to make this easier. For more information click here.Tue, 29 Apr 2008 11:13:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=61&p=trueMicrosoft CRM 4.0 has several methods to add functionality, to create custom workflow in CRM you have two options plugins and workflows.Tue, 25 Mar 2008 10:47:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=59&p=trueIn reporting queries it happens often that you need a ruler of some sort for instance a table containing all days between a start and end date. You can generate such tables by using a looping construct but this isn't the strong point of SQL.Wed, 05 Mar 2008 17:34:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=58&p=trueFor my source control I use subversion and I found the easiest method to install a fully working subversion server (combined with trac for issue tracking) is to do that on linux. I can setup a clean server from scratch in about an hour including all required configuration. For a windows server I would need that just to install windows and get all the software packages. Best thing is I have a...Fri, 29 Feb 2008 18:28:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=53&p=trueThe CRM 4.0 plug-in model offers great capabilities. But when working with the plug-in messages you would need to know which input and output parameters are available. Unfortunaly this is not (yet) in the supplied documentation, but here it is.Fri, 25 Jan 2008 16:51:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=49&p=trueA combined Entity and Plug-in Browser for Microsoft Dynamics CRM. Allows you to browse the entire entity model beyond the standard list.aspx Entity Browser. And a plug-in browser which offers a GUI to view and update plug-in registrations. For more information click here.Sun, 13 Jan 2008 14:23:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=41&p=trueI have added some new features to the Crm Test service proxy which you can read about in this article. The changes allow you to dicate which requests are expected and validation is then handled by the base class.Fri, 09 Nov 2007 12:18:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=40&p=trueWhen ever you create an application which uses a database. There certainly are variatons but you have basically two option when it comes to how you have de SQL-Statements. You can choose to type the SQL-statements in the source code or you can create stored procedures. Both of these have their own advantages and disadavatanges. In-code statements ensure that when te application is deployed, no...Tue, 16 Oct 2007 17:10:00 GMThttp://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=9&item=39&p=trueIf you have ever tried to do unit testing on code which uses the Microsoft Crm Webservice proxy you will is nearly impossible to test just that code. I will allways rely on the Crm Server for data and callouts to function and test these in to process. This article offers a class implementation which actually stubs out the CrmService request.Fri, 14 Sep 2007 17:40:00 GMT