Sparkle XRM Code Snippets

If you are doing Sparkle XRM development then you'll find these code snippets I've created for VS2012 very useful. You can grab them from the master repository: start using these snippets you simply need to copy the contents of the Snip... [More]

Create a command bar button for your custom activities

When creating a new custom activity entity you are presented with a great many checkboxes to choose from. One of these checkboxes is 'Display in Activities Menus' that will ensure that the activity type is included in the Activities Menu on records

The Custom Activities flyout menu is a dynamical... [More]

‘Ghost’ Web Resources & Client Metadata Caching

When I blogged about my CRM 2013 Start Menu solution I said I would also post about how it caches metadata on the client – so here is that post! Metadata is the information that describes other data and in the case of CRM 2013 metadata describes entities, relationships and attributes as well ... [More]

‘Start Menu’ style navigation for CRM2013

When Windows 8 didn't have a 'Start Menu' there was so much fuss that we saw it return with Windows 8.1 (sort of). If you miss the navigation style of CRM 2011 you might find my CRM 2013 Start Menu solution very helpful. The solution provides a 'Start menu' on most screens that provides drop down m... [More]

Ribbon Workbench updated - getServerUrl is removed in CRM2013 UR2

With CRM2013 UR2 being released very soon I have made an update to the Ribbon Workbench that you'll be prompted to install by the auto update when you next open the Ribbon Workbench. I strongly advise you to install this update before you install UR2 otherwise the Ribbon Workbench will no longer wor... [More]

Real Time Workflow or Plugin?

I have been asked "should I use Real Time Workflows instead of Plugins?" many times since CRM2013 first introduced this valuable new feature. Real Time Workflows (RTWFs) certainly have many attractive benefits over Plugins including:

Uses the same interface as standard workflows making it very qu... [More]