In this post, I will present a generic Windows Communication Foundation (WCF) wrapper for the Dynamics CRM Organization Service that lets you turn any FetchXML query into a web service interface without needing to write any code at all. I call my solution the Diesel Xrm Service Wrapper after Diesel, my Great Dane. »
Although Dynamics CRM offers several different ways to report on data stored in the system, there is no out-of-the-box mechanism for reporting on how data changes over time. That is to say, while you can easily report on how many active accounts are owned by a particular sales rep today, you can’t report on how the number of active account compares to last week, last month or even just yesterday. »
Last month I wrote a post called A Better Dynamics CRM E-mail Editor With TinyMCE in which I showed how to create a better Dynamics CRM e-mail editing interface using TinyMCE. Since then I have done some work with Markdown, and I decided it would be an interesting exercise to make a Markdown-enabled e-mail editor. »
I think most people would agree the e-mail editing functionality in the Dynamics CRM web UI leaves a lot to be desired. One of the most embarrassing moments I experienced on a recent project was when I had to explain to the client the convoluted process that would need to be used to add a corporate logo to outbound e-mails. »
Last month I wrote a post about how to create a web resource dialog “launcher” that you can embed in a CRM form (both classic and updated modes) with JavaScript and an OData query. In today’s post, I will show how to do the same thing using a FetchXML query. There are four changes you need to make to the web resource from the previous post. »