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 »

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 »

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 »

Moving Dynamics CRM service and holiday calendars with the Configuration Data Mover

Last month a colleague of mine asked if it would be possible to synchronize Dynamics CRM service calendars and holiday calendars using my Configuration Data Mover tool. At first it looked like it would be complicated, but after trying a few different approaches, it turned out to be incredibly simple. »

Dynamics CRM Configuration Data Mover v1.7

I've released an updated version of my Dynamics CRM Configuration Data Mover tool that includes the following GUI enhancements: Password masking in connection form (saved passwords are still stored as plain text) Improved record error logging to show reason for import failure Improved connection error handling for import jobs Thanks »

Dynamics CRM Configuration Data Mover v1.6

I've released an updated version of my Dynamics CRM Configuration Data Mover tool that includes the following GUI enhancements: A reorganized toolbar A separate form to enter and validate connection details Validation that the XML in a job step can be parsed as XML (does not actually validate the FetchXML »