Solution Segmentation for entity ribbons

The new feature for segmenting solutions in Microsoft Dynamics CRM is absolutely awesome.
It finally allows you to only include the parts you actually want your solution to change.

For us as an ISV this is a huge improvement. We can now deliver solutions that are completely “plug and play” and still leave a minimal footprint on the whole customer system.

RibbonDiffXml segmentation

There is however one thing that is still not possible to separate with enough granularity. To include the ribbon definition of an entity, you need to check the Include entity metadata checkbox. image Unfortunately this also includes the entity display name, plural name, and all other “entity wide” settings such as Notes, Connections, Mail merge etc. The result of this is that if we include the Contact entity just to be able to add a solution specific button to the command bar, we must also include the entity settings.

Problem

When a customer has developed their own solutions, or got solutions from other third parties, we quite often face the situation where they have changed the name of an entity, e.g. Contact is renamed to Person. Now importing our solution to add this button to the contact command bar, will also change the name of the contact entity back to default, or rather to whatever it is called in our solution.

Solution

This could be solved by allowing a separate option for the RibbonDiff part of the entity definition when selecting components for the solution.

Vote!

If you agree with this proposal, you can contribute by voting up this item on Microsoft Connect.

Read more

MVP Jukka Niiranen recently wrote an excellent article describing Solution Segmentation in Microsoft Dynamics CRM.

Windows app for Microsoft Dynamics CRM in 5 minutes

 

Thanks to open source components for Microsoft Dynamics CRM, you can develop a WinForm application for CRM in 5 minutes.

  In this blog article, I will go through a few simple steps to get up to speed developing a client that connects to and shows information from Microsoft Dynamics CRM by using two open source spinoff components: ConnectionManager from XrmToolBox and CRMGridView from FetchXML Builder.   These four simple steps are all that is required:

  1. Create project and add NuGet packages
  2. Make VS aware of the imported user control
  3. Configure a form with CRMGridView
  4. Add a few lines of code

1. Create project and add NuGet packages

In Visual Studio, create a new WinForm Project. image Right click the solution, select Manage NuGet Packages for Solution. In the search field, type Cinteros.Xrm image Install Cinteros.Xrm.CRMWinForm. Continue reading “Windows app for Microsoft Dynamics CRM in 5 minutes”

Open Source projects and Microsoft Dynamics CRM

How, when and why can we benefit from open source project strategies in Microsoft Dynamics CRM?

I have collected my thoughts and experiences on the subject in article:

The Benefits of Open Source Projects in the World of Microsoft Dynamics CRM

published on MSDynamicsWorld.com.

Open source is not all unconditional hallelujahs

Create advanced views with FetchXML Builder

My first article published on MSDynamicsWorld.com gives a detailed instruction on how to use FetchXML Builder to create advanced views in Microsoft Dynamics CRM – so advanced they are not possible to create using the CRM UI.

Read the full article here.



Reflections from eXtremeCRM Madrid 2015

A few days ago on the flight down to Madrid, I wrote about
my Expectations for eXtremeCRM.

Now the conference is over, I am back in the flight seat heading home to Sweden.

Twitter The Social Buzz

If you want to follow a sort of backwards timeline from the conference, I did post a few tweets of things I found interesting. See here: @rappen. Continue reading “Reflections from eXtremeCRM Madrid 2015”

Expectations for eXtremeCRM Madrid 2015

eXtremeCRM 2015 will be hosted in Madrid, Spain, on April 21-22.

This is the fifth year the conference is held in Europe, of which I have personally taken part in Prague 2011, Rome 2013, Barcelona 2014, and now on the way to Madrid 2015. So by now I have some expectations.

Continue reading “Expectations for eXtremeCRM Madrid 2015”

Integrating FetchXML Builder with other plugins

With the next release of FetchXML Builder for XrmToolBox it is possible for other tools to benefit from the UI FetchXML Builder offers to compose queries to be used for any purpose.

The MessageBus functionality introduced in pull request #101 of XrmToolBox makes it possible to communicate between plugins within the tool. Continue reading “Integrating FetchXML Builder with other plugins”

To the eXtreme

eXtremeCRM

This year I will be attending my fourth eXtremeCRM Europe conference.

After joining the eXtremeCRM conference in Prague (2011), Rome (2013) and Barcelona (2014) I will join this year’s edition as well, which will be hosted in Madrid on April 20-23. Besides tons of sessions on the cutting edge of Dynamics CRM development, there are a lot of coffee breaks to be filled with other things than just cookies and coffee. Continue reading “To the eXtreme”

Introduction to FetchXML Builder

FXB-659-white
FetchXML Builder for XrmToolBox is getting more and more attention and is now downloaded and used in most parts of the world. Current numbers indicate a total download count of about 1600, and top count for a single version is close to 400. So I figured it was probably time to write an introduction to the tool, though I have actually received very few questions about how to use it (is it really that intuitive and self-explanatory??) There is now a page on this blog dedicated to FetchXML Builder with brief information on how to use the tool and what features it offers. It begins like this: Continue reading “Introduction to FetchXML Builder”