XrmToolBox plugin for moving access team templates

Late last year I created a console application for moving access team templates between Dynamics CRM organizations, and I described it in this blog post. Following up on that, I’ve created an XrmToolBox plugin to make it even easier to move access team templates (with GUIDs) between CRM organizations. I’ve also added functionality to automatically enable access teams on the relevant entities in the target organization if desired. »

Sentiment analysis in Dynamics CRM using Azure Text Analytics

Last year I created a proof-of-concept solution that showed how to integrate Dynamics CRM with HP Haven OnDemand (then called HP IDOL OnDemand) to perform sentiment analysis and index records to support “find similar” queries. While I was working through the AzureCon challenge a few weeks ago, I thought it would be an interesting exercise to update my sentiment analysis code to work with the Text Analytics offering from the Microsoft Azure Marketplace. »

Get next case functionality for CRM Unified Service Desk

Last week I shared an approach for implementing next case functionality for Dynamics CRM so that users can get the “next” case to work from a queue just by clicking a button. In today’s post I will show an easy way to add the same functionality to Unified Service Desk (USD), but as an added bonus the case will also open in a new session tab. »

Get next case functionality for Dynamics CRM

Dynamics CRM offers sophisticated tools for working with cases and service queues, but sometimes users just want a quick and simple way to get the next case to work. In today’s post, I’ll share an easy way to implement this functionality in your Dynamics CRM organization. There are three components to my approach: »

Links

Here are links to a variety of code samples, CRM utilities I’ve written and my public GitHub repositories. Dynamics CRM utilities Alexander Development Configuration Data Mover - Tool used for synchronizing configuration data in all of a Dynamics CRM project's different environments Alexander Development Access Team Template Mover - XrmToolBox plugin for moving access team templates between CRM organizations GitHub repositories CRM-Sample-Code CRM-IdolOnDemand-Tools AlexanderDevelopment ConfigDataMover AlexanderDevelopment AccessTeamTemplateMover DieselXrmWrapper MSDN code gallery samples Posting/processing JSON in a CRM 2011 custom workflow activity - With the proliferation of RESTful APIs, JSON is frequently used as a message format for interoperability. »