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 »

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 »

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 »

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 »

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 »

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 »

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 »

Remote Microsoft Dynamics CRM 2013 server administration with PowerShell

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 »