Thursday, February 4, 2016

Get out of the habit of using new ColumnSet(true); in your Dynamics CRM .NET Code

Do you use new ColumnSet(true); to quickly pull all of the entity columns in one swoop.  Many times, unless a plugin gets run too often there is little impact on the system and it can seem innocent enough.  I have definitely been guilty in the past of this one myself and I want to share one situation where it can bite you in the rear.

So you are new to a specific CRM installation and you have been tasked to write a plugin to perform some task.  You need to update some fields in the account entity based on the data that's already on the entity.  You decide to use new ColumnSet(true); instead of pulling just the attributes you explicitly need to perform the intended function of the plugin, because heck, as developers we can be lazy sometimes and it takes longer to write out all the schema names you need for the specific attributes.

What you don't know is that the company's GP partner has an integration to GP that runs when a specific field on the account is updated.  Even if you don't change the value of that field, the system still sees it as an update because that attribute is now included in the entity you just updated... because you were lazy.

And you can replace the word "you" in that last paragraph with "I" because that's what I just did today. Whoops!

- Happy Thursday!

Tuesday, February 2, 2016

1 MILLION PAGE VIEWS: 8 FUN YEARS WITH DYNAMICS CRM

Evidently we are crossing the million pageview mark today as there are only 5 to go.  It's been a great 8 plus years I have had with Dynamics CRM!  Through CRM 3.0, 4.0, 2011, 2013, 2015, and 2016, it's been a fun ride so far.

Thanks to everyone who makes our community great!


Woops! Wrong photo, yes I am fat, but I have been losing weight, I was 260 at the beginning of December. 

Here's the right image.  :)


Tuesday, January 5, 2016

New Analytics and BI Options in Microsoft Dynamics CRM Online

I just posted a new blog at my new blog page for my employer detailing Excel Templating and other new BI / Analytics options in Microsoft Dynamics CRM Online 2016.

Check it out below:

http://www.summitgroupsoftware.com/blog/new-reporting-and-analytics-options-microsoft-dynamics-crm-2016-online-ssr-wha 


-Happy Tuesday!

Monday, January 4, 2016

Dynamics CRM MVP Award Renewed for Fifth Time. Happy New year!!

I found out on January First I have been renewed for a fifth year as a Microsoft Dynamics CRM MVP for 2016!!!

This year I plan on trying some new things, like Pluralsight authoring.  Should be an interesting year.

Happy New Year!

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Monday, November 16, 2015

Great Insights From the Global MVP Summit on Microsoft Dynamics CRM Written by me But Published by Dynamics University


Check out my blogpost directly from Dynamics University to find out what we do at the Global MVP Summit and check out my thoughts on where Dynamics CRM is headed.

Insights from Microsoft Global MVP Summit on Microsoft Dynamics CRM


- Happy Monday!