A canary in CRM

Have you ever faced a situation when you don’t know why your Microsoft Dynamics 365 Customer Engagement system behaves the way it does, or why your own plugins behave the way they do?

If you have, this might be a good time to put a canary in your system.

– A what?
– A canary. 

You know when we were manually laboring down the coal mines, it happened that drilling into the rock inadvertently let out poisonous gas. So we brought in cages with canary birds putting their life at stake, to save our coal miners’ lives. The canaries were signaling the content of the atmosphere long before the coal miners would detect something dangerous. They did this by suddenly being upside down, instead of happily chattering.

As a plugin developer of many years, I have added extra tracing to my plugins more times than I can count and sometimes even added steps for more messages than necessary, and I am sure most of you reading this post have too, in one way or another.

Continue reading “A canary in CRM”

Developing plugins for analysis – part IV

At the eXtreme365 conference in Lisbon, Portugal I did a session on plugin development with focus on adapting your code to empower the tracing and investigation features available in the Microsoft Dynamics 365 platform.
In this final article from that session I will dig deeper into how use the Correlation Id to trace plugin execution chains.

Continue reading “Developing plugins for analysis – part IV”

Developing plugins for analysis – part III

At the eXtreme365 conference in Lisbon, Portugal I did a session on plugin development with focus on adapting your code to empower the tracing and investigation features available in the Microsoft Dynamics 365 platform.
This is the third article from that session where the Plugin Trace Viewer is explained.

Continue reading “Developing plugins for analysis – part III”

Developing plugins for analysis – part I

At the eXtreme365 conference in Lisbon, Portugal I did a session on plugin development with focus on adapting your code to empower the tracing and investigation features available in the Microsoft Dynamics 365 platform.
ICYMI: This article is the first in a series to describe the essence of that session.

Continue reading “Developing plugins for analysis – part I”

Developing plugins for analysis – part II

At the eXtreme365 conference in Lisbon, Portugal I did a session on plugin development with focus on adapting your code to empower the tracing and investigation features available in the Microsoft Dynamics 365 platform.
This is the second article in a series to describe the essence of that session.

Continue reading “Developing plugins for analysis – part II”

I get by with a little help from my [base class]

Developing plugins for Microsoft Dynamics 365 (CRM) only using bare SDK libraries make you do the same stuff over and over.
This is why one of the first things I did when starting to work with the platform was to create a helping hand in the form of a plugin base class, implementing IPlugin.

Continue reading “I get by with a little help from my [base class]”

CRM Saturday – XrmToolBox with Jonas Rapp

CRM Saturday is a recurring event where Microsoft Dynamics CRM/365 experts and MVPs gather for a day filled with sessions from both strategic and technical perspectives on everything from user adoption to plugin unit testing to IoT and intelligent analysis.

On Saturday January 28 the event was held in London, UK at the Microsoft offices in Paddington. As a “senior contributor” to the world famous XrmToolBox by MVP Tanguy Touzard I was invited to do a session on simplifying development using XrmToolBox. image My session covered a brief XrmToolBox background, examples of my own favorite tools, and deep dive demos of FetchXML Builder and Plugin Trace Viewer. Of course you cannot do a demo with some customizations and plugins without using a few other XrmToolBox tools, so I did not only cover my own block busters… The presentation from the event is now available here: CRM Saturday – XrmToolBox with Jonas Rapp This contains the full presentation, and also step by step details on the demos performed, as well as some bonus demos that did not fit the tight session schedule. Note that the presentation also contains reference to a free to use GitHub repository with a simple plugin base class, that can be inherited instead of simply implementing the SDK interface IPlugin to greatly simplify plugin development and logging to the Tracing Service. The repository is available here: https://github.com/rappen/JonasPluginBase

If you would like to dig even deeper into the tracing service, XrmToolBox and the Plugin Trace Viewer – join me on my session on this topic during eXtreme365 for Partners in Lisbon, Portugal that takes place March 13-15 2017 !

  If you have any questions regarding the presentation, demo or the plugin base class, don’t hesitate to contact me!   More information on CRM Saturday: http://crmsaturday.com
More information on eXtreme365: http://extremecrm.com

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”