CRM Extension · Dynamics CRM · Resco Mobile CRM

Resco Mobile CRM: Linked Sync Filter

Firstly, let’s talk about Sync Filter. Sync Filter in Resco Mobile CRM works similarly to Outlook’s Offline Filter by specifying a Search Filter (Criteria) of data to be brought offline. As part of Sync Filter’s search filter, you can specify a Link Entity criteria, eg. all Active Accounts which Primary Contact is owned by current… Continue reading Resco Mobile CRM: Linked Sync Filter

.NET · C# · Dynamics CRM · Plugins · Unit Test · Workflow

Unit Test: InternalsVisibleTo

Over the years of using Unit Test, I have found that it improves the quality of my work significantly. I strongly recommend every developer should use Unit Test whenever they write code. So tying that to CRM, since the plugin/custom workflow assembly must be signed, in order to test ‘internal’ methods, the Test project must… Continue reading Unit Test: InternalsVisibleTo

Debugging · Dynamics CRM 2013 · Migration

CRM 2013: Migration – Cannot open SQL Encryption Symmetric Key because Symmetric Key password does not exist in Config DB

Upon migrating a CRM database (in our case from CRM 2013 to CRM 2013), we encountered this error when trying to send an email. Everything else seems to work alright apart from sending an email which turns out requires data encryption to be enabled. And since we were migrating the Organisation DB and not the… Continue reading CRM 2013: Migration – Cannot open SQL Encryption Symmetric Key because Symmetric Key password does not exist in Config DB

Dynamics CRM 2011 · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 4.0 · Web Service · Workaround

CRM Service Connection Disable Caching

Dynamics CRM has caching functionality for performance reasons. However sometimes the latest updates don’t come through because of caching. There are two ways to get around this issue: 1. Web or App config Caching can be disabled when connecting to CRM Service by configuring the context in config file. Insert the following sections under <configuration></configuration>… Continue reading CRM Service Connection Disable Caching

Debugging · Dynamics CRM 2011

CRM 2011: Entity role must be specified for reflexive relationship

I got an error when trying to add a M:N relationship record to the same entity (new_document_refer_document). This is because CRM needs to figure out the direction of the relationship. To do this, simply populate the PrimaryEntityRole property of the Relationship parameter. Shout out to great post at mydynamicscrmblog. PS: I noticed for self referencing… Continue reading CRM 2011: Entity role must be specified for reflexive relationship