https://alexanderdevelopment.net/tag/crm-2013/Recent content in crm-2013 on Alexander DevelopmentHugo -- gohugo.ioen-usTue, 20 Oct 2015 22:04:35 +0000https://alexanderdevelopment.net/post/2015/10/20/xrmtoolbox-plugin-for-moving-access-team-templates/Tue, 20 Oct 2015 22:04:35 +0000https://alexanderdevelopment.net/post/2015/10/20/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.https://alexanderdevelopment.net/post/2014/12/13/console-application-for-moving-dynamics-crm-access-team-templates/Sat, 13 Dec 2014 00:00:00 +0000https://alexanderdevelopment.net/post/2014/12/13/console-application-for-moving-dynamics-crm-access-team-templates/When Dynamics CRM 2013 was released, I thought access teams were the new killer feature in that version, and I even developed custom workflow activity code to make managing access team membership easier by using connection records. I have thus far not had an opportunity to use access teams in a real project, so I was disappointed to read this blog post by Ben Hosking (AKA “The Hosk”) about how Microsoft doesn’t provide any out-of-the-box capabilities for moving access team templates between Dynamics CRM organizations.https://alexanderdevelopment.net/post/2014/12/11/lots-of-dynamics-crm-sample-code-now-available-on-github/Thu, 11 Dec 2014 00:00:00 +0000https://alexanderdevelopment.net/post/2014/12/11/lots-of-dynamics-crm-sample-code-now-available-on-github/Over the years, I’ve shared a lot of code as part of my blogging, but I didn’t do a particularly good job of making the code easily available outside of the individual blog posts. I also realized I didn’t even have all the code where I could easily get to it from my PC!https://alexanderdevelopment.net/post/2014/12/03/system-timeoutexception-when-importing-translations-with-xrmtoolbox/Wed, 03 Dec 2014 00:00:00 +0000https://alexanderdevelopment.net/post/2014/12/03/system-timeoutexception-when-importing-translations-with-xrmtoolbox/I’ve been using the completely awesome XrmToolBox to import translations for a large CRM organization, but I kept running into System.TimeoutException errors like the following: System.TimeoutException: The HTTP request to ‘https://XXX/XrmServices/2011/Organization.svc’ has exceeded the allotted timeout of 00:02:00. The time allotted to this operation may have been a portion of a longer timeout.https://alexanderdevelopment.net/post/2014/09/29/using-idol-ondemand-for-text-analysis-in-dynamics-crm-part-3/Mon, 29 Sep 2014 00:00:00 +0000https://alexanderdevelopment.net/post/2014/09/29/using-idol-ondemand-for-text-analysis-in-dynamics-crm-part-3/In my last post I provided a detailed walkthrough of how to perform sentiment analysis on incoming emails received in Microsoft Dynamics CRM by parsing them with HP IDOL OnDemand’s sentiment analysis API and then storing the calculated sentiment values on the email records. In today’s post, I will show a similar, but slightly more complex integration that enables “find similar” functionality for emails stored in Dynamics CRM.https://alexanderdevelopment.net/post/2014/09/24/using-idol-ondemand-for-text-analysis-in-dynamics-crm-part-2/Wed, 24 Sep 2014 00:00:00 +0000https://alexanderdevelopment.net/post/2014/09/24/using-idol-ondemand-for-text-analysis-in-dynamics-crm-part-2/In my last post I provided an overview of HP IDOL OnDemand and discussed a couple of things you can do with it to process and analyze data stored in a Microsoft Dynamics CRM instance. Today I’ll provide a detailed walkthrough of how perform sentiment analysis on incoming emails using IDOL OnDemand.https://alexanderdevelopment.net/post/2014/09/19/using-idol-ondemand-for-text-analysis-in-dynamics-crm-part-1/Fri, 19 Sep 2014 00:00:00 +0000https://alexanderdevelopment.net/post/2014/09/19/using-idol-ondemand-for-text-analysis-in-dynamics-crm-part-1/Inside any organization’s Microsoft Dynamics CRM system, there is a wealth of raw data that can be turned into actionable intelligence if it can be effectively analyzed. This data can be found in emails, case notes, attachments and other records that are created and stored in the course of day-to-day business.https://alexanderdevelopment.net/post/2014/01/30/remote-microsoft-dynamics-crm-2013-server-administration-with-powershell-2/Thu, 30 Jan 2014 18:00:00 +0000https://alexanderdevelopment.net/post/2014/01/30/remote-microsoft-dynamics-crm-2013-server-administration-with-powershell-2/When Microsoft Dynamics CRM 2011 was released, the on-premise installation included a set of PowerShell cmdlets for administering configuration and deployments. While these were incredibly powerful, the out-of-the-box cmdlets only worked on the same server that was running CRM. In CRM 2013, these cmdlets have been updated to run from remote systems, so you can use them to administer your on-premise CRM 2013 deployments without needing to be logged on to the actual application server.https://alexanderdevelopment.net/post/2014/01/16/working-with-key-value-pair-data-inside-microsoft-dynamics-crm-workflows-part-2/Thu, 16 Jan 2014 18:00:00 +0000https://alexanderdevelopment.net/post/2014/01/16/working-with-key-value-pair-data-inside-microsoft-dynamics-crm-workflows-part-2/In my last post I discussed how key-value pair data can be used to store configuration-related items in Microsoft Dynamics CRM, and I also showed a design for an entity to store key-value pair data. In today’s post I will show how to retrieve and consume the data inside a workflow using a custom workflow activity.https://alexanderdevelopment.net/post/2014/01/14/working-with-key-value-pair-data-inside-microsoft-dynamics-crm-workflows/Tue, 14 Jan 2014 18:00:00 +0000https://alexanderdevelopment.net/post/2014/01/14/working-with-key-value-pair-data-inside-microsoft-dynamics-crm-workflows/Dynamics CRM workflows are a great way to enable business processes, and with the real-time capabilities introduced in CRM 2013 they can replace plug-ins in many scenarios. One significant drawback that workflows do have, though, is they lack the ability to easily retrieve and work with data from inside Dynamics CRM that is not related to their primary entities.https://alexanderdevelopment.net/post/2014/01/09/managing-microsoft-dynamics-crm-2013-access-team-membership-using-connections-2/Thu, 09 Jan 2014 18:00:00 +0000https://alexanderdevelopment.net/post/2014/01/09/managing-microsoft-dynamics-crm-2013-access-team-membership-using-connections-2/Dynamics CRM 2013 includes a great new feature called access teams, which makes ad-hoc sharing of records much easier than in previous versions. The basic idea is that an administrator can create one or more team templates for an entity that function sort of like security roles, but for a specific record.https://alexanderdevelopment.net/post/2014/01/07/microsoft-dynamics-crm-2013-actions-a-solution-in-search-of-a-problem-part-2/Tue, 07 Jan 2014 00:00:00 +0000https://alexanderdevelopment.net/post/2014/01/07/microsoft-dynamics-crm-2013-actions-a-solution-in-search-of-a-problem-part-2/In my last post, I talked about what Dynamics CRM 2013 actions are and how I think they’re of limited utility in enterprise deployments. I did suggest two scenarios in which I think actions could be useful, and I’m sure other folks may have come up with some ideas of their own.https://alexanderdevelopment.net/post/2014/01/02/microsoft-dynamics-crm-2013-actions-a-solution-in-search-of-a-problem-part-1/Thu, 02 Jan 2014 18:00:00 +0000https://alexanderdevelopment.net/post/2014/01/02/microsoft-dynamics-crm-2013-actions-a-solution-in-search-of-a-problem-part-1/I finally set up a personal Dynamics CRM 2013 sandbox a couple of weeks ago so I could start trying out some of its new features. Although I had been waiting for most of the Fall to get a look at real-time workflows, I was also intrigued by the new action process.