Dynamics CRM 2011: Prep Plug-in for XrmToolbox

Originally published at http://goo.gl/bkewP1

​I can’t really take a lot of credit for this post. All of the difficult work was done by a couple of Dynamics gurus.

XRM Prep Plug-in

This is a plugin for XrmToolBox (http://xrmtoolbox.codeplex.com/) by Tanguy Touzard. Great thanks to Tanguy for releasing XrmToolBox and providing really solid documentation on how to create Plug-ins for it. XrmToolBox and his numerous other very useful Dynamics CRM tools, which all now run in XrmToolBox, are a great value to the Dynamics CRM community.

The idea, implementation logic, and solution file that are the basis for this plug-in are the work of Marc Schweigert from Microsoft. (more…)

Dynamics CRM 2011: Finally…Enterprise ALM for Dynamics CRM 2011

Originally published at http://goo.gl/XXm6z5

​I wanted to bring your attention to two items that can be very useful for all of us working on Dynamics CRM.
As you are aware, CRM customization and development has never really worked well with enterprise focused application lifecycle management (ALM.) The export capability (even with Solutions in 2011) has never worked very well with source code control and change management. (more…)

Dynamics CRM 2011: Simplifying the Request Response Model

Originally published at http://goo.gl/C1n3Hw

If you have worked with the Dynamics CRM 2011 SDK you are probably very familiar with the Request/Response model messages in Microsoft.Crm.Sdk.Messages. As a developer trying to write good code I always want to wrap any service call in a Try/Catch statement to provide proper error handling. Another goal is to keep the code as neat as possible for when I – or someone else – has to go back and read it. Wrapping calls in Try/Catch statements increases the total lines of code it takes to implement functionality and makes the code more difficult to read. (more…)

Dynamics CRM 2011: Abstracting Plugin Setup

Originally published at http://bit.ly/RIxgt9

How people do it today…

Often times when looking at Dynamics CRM plugin code that someone else has written – or that I have written in the past, I’m presented with a large collection of setup and validation code at the start of the Execute method. Overtime it becomes obvious that this is simply cluttering up our core Plugin code with what is really overhead infrastructure work.

Dynamics CRM 2011: Check Team Membership

Originally published at http://bit.ly/OPyMVn

The team in Dynamics CRM 2011 provides an ability to group users, assign record ownership to a group of users, and extend security roles to users based on their team membership (as opposed to individually assigning the role.)

Teams in Dynamics CRM 2011:

team is a group of users. This organizational structure enables groups of users across an organization to share information. Each team must be associated with only one business unit. A team can include users from any business unit, not only the business unit with which the team is associated. Users can be associated with more than one team.

More details can be found in the Dynamics CRM 2011 SDK Documentation.

Beyond allowing cross-business unit record access and assignment of security roles, the Team entity can provide a simple way to create a group of users.