Archive for 'Scoperta' Category
CRM Workflow Manipulation Library
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
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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Adding the queue name to a saved advanced find for cases (incidents)
Unfortunately, CRM does not currently support adding the queue to a case advanced find. However, that doesn’t mean it can’t be done. Follow the steps in this article to modify your fetchXML and your layoutXML to have the queue name show up in the advanced find.
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CRM 4.0 Email Router POP3 Configuration
The CRM 4.0 Email Router does not allow you to specify the username when you are configuring an incoming pop connection. Then you might run into problems if the username doesn’t match the email address. It apparently uses the email address as the username (which is not always plausible or valid). I just came to this realization when I had to trace my crm router mailbox because it could not test correctly on incoming messages. I renamed my account and now it works.
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Increasing Paging Limits
Paging Limits control how many items show up on the list pages in crm. Most notably advanced finds. I like to be able to display a lot of information, and I need to be able to run operations on more than 250 items. Using the following SQL query I was able to increase my paging limit to 1000.
UPDATE UserSettings SET PagingLimit=1000 WHERE SystemUserId IN (Select SystemUserId from SystemUserBase WHERE FullName like 'Carlton%')
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CRM 4 UserQuery Privileges for System Administrators
The CRM 4 System Administrators group does not have access to assign other people’s saved advanced finds (user queries). I have created a single aspx page that uses the CRM SDK to allow a system administrator to assign any user’s saved view to another user.
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