Archive for 'Addons' Category

CRM Workflow Manipulation Library

By Carlton Colter - Last updated: Thursday, July 8, 2010

The CRM Workflow Manipulation Library is now on CodePlex. The CRM Workflow Manipulation Library for CRM is a set of custom workflows for OnPremise Microsoft Dynamics® CRM to solve equations, manipulates strings, perform regex (regular expression) formatting and matching, as well as SoundEx and Metaphone-Like codification.

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Workflow: Geocode (and correct) Addresses with Bing Maps

By Carlton Colter - Last updated: Thursday, May 20, 2010

Bing Maps are great. You can geocode and correct your addresses. While this isn’t anything complicated, it is a good example of a custom workflow that uses an external webservice.

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Editing an Advanced Find Query in Excel

By Carlton Colter - Last updated: Monday, October 12, 2009

Here is a video tutorial of how to take a case advanced find, edit the query, troubleshoot errors in SQL Management Studio, and update your excel query.

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QueueItem RSS – An Example Of CRM RSS

By Carlton Colter - Last updated: Wednesday, September 30, 2009

The Notification Accelerator on Codeplex does not offer a queueitem RSS feed. I’m not sure why, but here is a simple solution to display an RSS feed. It defaults to the current user’s queues, but if the q=blah is specified in address then all queueitems in any queue with blah in it will be displayed.

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Bulk Delete System Jobs

By Carlton Colter - Last updated: Thursday, February 12, 2009

CRM 4.0has an endless amounts of system job logs. We perform automatic actions on a lot of entities, but we don’t need the log of those automatic actions beyond the end of that working day if it was Canceled or Completed Successfully. Now we can setup a custom bulk deletion job that won’t keep those successful entries.

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