Monitor, Monitor, Monitor

I once heard someone say that "the great thing about Dynamics CRM is that it just looks after itself" Whilst CRM2013 is certainly very good at performing maintenance tasks automatically, if you have a customised system it is important to Monitor, Monitor, Monitor! There are some advanced ways of set... [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]

Multi-Language Lookups

Happy New Year! Dynamics CRM has fantastic localisation support and multiple language user interfaces is no exception to that rule. Installable language packs provide translations for out-of-the box labels, whilst customizers are able to translate their own labels for the following elements:

Fie... [More]

QualifyLead PlugIn

Supposing you needed some custom logic to happen immediately after a lead was qualified. You can achieve this by registering a Plug-in on the QualifyLead Post Operation stage. From within this Plug-in you can easily get a reference to the newly created Account, Contact and Opportunity and make any c... [More]

Update Rollup 4 Released!

Here it is! The release schedule for the next two are:

Update Rollup 5 will be delivered earlier than the 8-week cycle and is scheduled to release at the end of October 2011. Update Rollup 6 wil... [More]

AddItem & RemoveItem Plugin Message‘gotchas’

When registering a Plug-In Step on the 'AddItem' and 'RemoveItem' messages I've found a couple of things to watch out for. 1. Missing InputParameters When registering on Campaign Activity in response to adding a Marketing List, the InputParameters collection on the 'AddItem' step should contain th... [More]