Lookup information from a related entity using the XrmServiceToolkit or just the REST endpoint.
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May 102012
Nov 212011
Everybody loves to use InfoPath forms. And let’s face it, we all wish we could just take them and put them into CRM. This post delves into how I integrated InfoPath & CRM to dynamically allow InfoPath forms received by email into CRM records. It is still under development, but the source code has been partially tested and works.
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Oct 042011
Here is another web-resource html control to expand your CRM forms. It is a slider control for CRM with step control. It provides a graphical way to slide a value up and down.
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Sep 202011
Another HTML control example that adds a star rating form control to CRM 2011 as a web-resource. It includes a managed solution that you can download and install as well as the source and all images used in creating the solution.
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Sep 152011
An update to the Silverlight control on codeplex at CRMAttachmentImage.CodePlex.com for adding images to any entity form in CRM 2011 to now support GIFs and WebCam capture using ImageTools for Silverlight.
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Sep 142011
Ever want to translate text from within CRM? This solution adds a button on the ribbon to translate text from other languages to english using the Microsoft Bing Translator.
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May 162011
Here is an example to help people understand how you can leverage the SoundsLikePlugin to do duplicate checking on Account Names that sound like other Account Names. You can leverage it on other entities, etc.
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May 152011
In response to request, I have taken the Soundex and Metaphone codification from the manipulation library and turned it into a plugin, the SoundsLikePlugin. It uses an xml configuration on the plugin step to specify the fields to codify and where to store the results.
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Jul 082010
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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May 202010
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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