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 »

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 »

Diesel Xrm Service Wrapper Now on GitHub

Last week I wrote a post called "Introducing the Diesel Xrm Service Wrapper," in which I presented a generic WCF wrapper for the Dynamics CRM Organization Service. Almost immediately I had several ideas about updates I wanted to make, so I've decided to host the project on GitHub. The project »

Introducing the Diesel Xrm Service Wrapper

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, »

A Data Snapshot Framework for Dynamics CRM

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, »

Creating a dynamic dialog launcher menu for Dynamics CRM (FetchXML style)

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. »

Scheduling recurring Dynamics CRM workflows with FetchXML

In today's post I will show how to set up a recurring process in Dynamics CRM that executes a FetchXML query to return a set of records and then starts a workflow for each of those records without requiring any external processes or tools. This is a generalized approach to »

Displaying Dynamics CRM FetchXML results in ASPX with XSLT

Last week I wrote a post that showed how to retrive the raw SOAP response from a Dynamics CRM query in C#, but I didn't show how to do anything useful with it. In today's post I will show a practical example of how to execute a FetchXML request against »