Updated solution for scheduling recurring Dynamics CRM workflows

About three years ago I released an open source Dynamics CRM solution for scheduling and executing recurring workflows. My solution would execute a FetchXML query to return a set of records and then start a workflow for each of those records without requiring any external processes or tools. This is »

Automatically executing HTTP POST requests in Dynamics CRM iframes

The Dynamics CRM SDK allows you to set the source URL for an iframe control on a form, and that is fine if all you need to do is load web pages that are accessible via HTTP GET requests. If you need to automatically display the results of an HTTP »

Dynamics CRM Configuration Data Mover v1.11

I've released an updated version of my Dynamics CRM Configuration Data Mover tool that includes the following enhancements: Validation for FetchXML queries against the Dynamics CRM 2016 FetchXML XSD when jobs are saved through the GUI client and at the start of a job before any data is processed Better »

Azure Text Analytics sentiment analysis with North52

For the last several months I've been working on an enterprise Dynamics CRM project where one of our goals is to minimize the amount of custom code we write by using North52's Business Process Activities. I had not been exposed to North52 before working on this project, but I have »

Dynamics CRM Configuration Data Mover v1.10

I've released an updated version of my Dynamics CRM Configuration Data Mover tool that adds the ability to synchronize entityimage attributes stored in flat-file extracts. Previous versions of the tool already allowed for entityimage synchronization when running a job directly between source and target CRM systems. Getting the Dynamics CRM »

Introducing the Dynamics CRM Deployment Wizard

Over the course of my career, I have seen too many Dynamics CRM solution deployments fail because of poorly executed deployment processes. To make deployments easier, I have built a new tool called the Dynamics CRM Deployment Wizard. The CRM Deployment Wizard executes deployment (solution or reference data import) steps »

Dynamics CRM Configuration Data Mover v1.9

I've released an updated version of my Dynamics CRM Configuration Data Mover tool that includes the following enhancements: Setting statecode and statuscode values on create or update is now supported. The tool will not set statuscode unless statecode is also specified. Record ownership can now be changed on updates. Getting »

Webcast: Sentiment Analysis in Microsoft Dynamics CRM using Azure Text Analytics

On Monday, April 11, at 12 p.m. EDT, I will be presenting a webcast at MSDynamicsWorld.com that will show how a custom integration with Microsoft Azure Machine Learning can be used to perform sentiment analysis on any data stored in Dynamics CRM. Custom sentiment analysis integrations can enable »