Xrm.Tools [https://xrm.tools] now is able to work with CRM3(Canada) and CRM8 (India) region organizations. If you have suggestions on new tools or changes - please use http://Xrm.UserVoice.com

Managing and understanding security roles in CRM can be tough. One of the Tools on Xrm.Tools [https://xrm.tools] is a Security Role Explorer, which tries to help make it easier. If you haven't used Xrm.Tools [https://xrm.tools] before it is a community site with

One of the nice things about OData is it has a lot of rich metadata available. If you want to have it parsed into a nice object model, you can use IEdmModel. This is great if you want to build any tools that consume the metadata and don't

One of the nice things that changed recently in CRM Online is the ability to change the instance type of a CRM organization. That means you can change from a production org to a sandbox. This feature is also enabled for the CRM Online trials, so while you are trying

If you are using custom security roles for the user and also using the CRM Mobile applications, you might run into a permissions issues due to some new entities. One of the new features of CRM 2016 is Custom controls for the mobile application. To support this, there are three

The next major milestone in the Dynamics CRM mobile story just played out with the phone clients becoming available for Windows Phone, iPhone and Android devices. The phone clients are not just a "mobile express" version, they are native shells on the phone devices that use a common

I recently replied to a question about serializing entity collection. The problem they were having was not getting values of entity attributes serialized when using XmlSerializer. So the collection of attributes would look something like the following Using DataContractSerializer though you can get the EntityCollection and the entity, and it&

After a while you get tired of creating a few test users and look for an automated approach. Here's a simple PowerShell that you can drop into a CreateUser.ps1 file and run to create some users. It doesn't assign CRM roles, but it does take

One of the samples in the SDK that is often overlooked is a Visio data model generator. You can find it in the SDK samples $SDK/SampleCode/CS/Metadata/Diagram and you can find the write up here - https://msdn.microsoft.com/en-us/library/jj602918.aspx If you just

Are you going? Busy week here in Colorado before heading out to Madrid for the Extreme CRM Conference [http://www.extremecrm.com] Monday before the conference starts I'm part of the group of MVPs helping with the Innovation Challenge. The Challenge is similar to a one-day workshop for

The Package Deployer is a tool that can allow CRM administrators to install Data and Solutions into CRM. It uses the concept of "packages" which is used to define a set of things that the Package Deployer will install. The package can include Data, Solutions and even developer

In my prior post [http://crm.davidyack.com/querying-metadata-for-mobile-enabled/] I showed how to query for entities that were enabled for mobile (tablet). Using that same query you can swap out the following for each loop to disable mobile for all entities foreach (var entity in results.EntityMetadata) { Console.WriteLine("

You can of course open up each entity and check the Is Enabled for Mobile checkbox on the entity defintion. But that could take a while. So here's a simple Metadata query that will return you a nice list. CrmConnection c = new CrmConnection("CRM"); var service

I wanted to try to capture the shortest path to creating an ASP.NET site that use Azure AD to authenticate the user and then used that to get an Authorization Token to access CRM on behalf of the user. All of this is done without ever having the user

Microsoft has released the preview SDK assemblies for CRM 2015 Spring Update AKA 7.1 on Nuget. You have to filter on Preview releases to be able to see them. If you are using Visual Studio 2015 check the box that says "Include Prerelease" and then from the

I happened to see Inogic's blog on A Tip While Working with Field Level Security [http://inogic.com/blog/2014/12/a-tip-while-working-with-field-level-security/] fly by my Twitter feed and it reminded me that you really do have to be careful when you add Field Level Security once most system

If you have ever tried to create more than a couple orgs with Deployment Manager you know it is a lengthy process. The nice thing about PowerShell is that you can queue up creation and walk away and let the server do all the work. When you come back, all

We just recently published a new book by CRM MVP Joel Lindstrom. He has authored this great, easy read book on the CRM mobile applications. If mobile is on your to-do list, you need this book. Order a print or e-book here www.CRMMobileBook.com [http://www.CRMMobileBook.com] Brief

One of the biggest challenges to learning Dynamics Marketing last year was simply getting your hands on it. That changed with the recent release now you can get a 30-day trial just like CRM. You can sign up for a trial here - Signup for 30 day Marketing trial here

I finally got tired of my old blog hosting provider and decided that to celebrate the new year I would throw it out and start over. It will probably take me a little bit to get everything ironed out so hang in there! In case you are wondering I'