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Posts Tagged "CRM"

Automatic Deployment and Extraction from CRM Using PowerShell Scripts

Recently I was tasked with the task of creating an automatic extraction and importing solution using PowerShell Scripts. To do this I created two files one for export and extracting with the other in charge of pack and importing the solution. I was using the Visual Studio template of CRM Package that comes with the sdk.
Export and Extracting The Solution
First thing I did was implement the export and extraction of the CRM solution. The PowerShell script first exports the solution from the web using a module called Microsoft.Xrm.Data.PowerShell. Then it extracts the downloaded zip into a folder for the correct file structure. A nice thing about using the Microsoft.Xrm.Data.PowerShell dll is the fact it gives you additional CRM commands you can do. For example before downloading the solution it allows you to change the version number of the solution before downloading.

 
As…

CRM 4.0 Customization Synchronization Issue

Recently, I came across a very odd issue in CRM 4.0. This issue popped up because of an improper deploy/refresh in conjunction with the removal of an entity between test and production servers. It was very out of the ordinary, and I had not seen anything like it before.
The Issue at Hand
This issue was that we were unable to publish the Appointment entity. We were able to publish all of the other entities, but trying to publish the Appointment alone would fail. We could import previous versions of the entity, but all of them had the same effect. This is a critical issue because if  you are unable to publish an entity, then you can no longer modify that entity.
Research Time
So this is when I started to dig around. I first noticed that where was a blank lookup field on…

Microsoft Dynamics CRM 2011– Adding and Removing Buttons from the Ribbon

This tutorial will show you how to add and remove buttons to the ribbon in CRM 2011.
There are three different places you can add buttons to on the CRM Ribbon. They are the entities grid view (HompageGrid), the form (Form), and the in-line grid inside of another form or dashboard (SubGrid).
Adding a Button to the Ribbon
Adding a button has two parts, the first part is finding the control which we want to add the button to, and the second part is modifying the customization.xml file to add the button.
Part 1: Find the Control
Download and install the latest CRM 2011 SDK. (http://www.microsoft.com/downloads/en/details.aspx?familyid=420f0f05-c226-4194-b7e1-f23ceaa83b69)
Open the following Visual Studio solution from the SDK: $\sdk\samplecode\cs\client\ribbon\exportribbonxml\exportribbonxml.sln
Run the program, connect to the necessary CRM organization, and generate the files. Note, if you are connecting to an online organization, the connection URL will be crm.dynamics.com
Your command window will…

Microsoft Dynamics CRM 2011 Improvements–Solutions

Microsoft Dynamics CRM (Or just CRM) has recently upgraded from version 4.0 to version 2011. For an overview of Microsoft Dynamics CRM head here: http://crm.dynamics.com. With this new release there have been many improvements to the system. One of the improvements that I think has great potential is the introduction of Solutions.
What is a Solution?
Solutions are essentially a container that holds the customization components supported by CRM. Solutions can hold many different components including Entities, Web Resources, Plug-ins, Reports, and Processes. A complete view of the Components is shown on the left below.

Solutions can be versioned and they are imported and exported as a whole. This single unit of software makes a re-deployment or upgrading a clients system a lot easier to manage for not only us, but also the client.
What did we have in CRM 4.0?
In CRM 4.0, there…

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