Monday, August 17, 2009

CRM 4.0 Development Tips

Here are a list of items to think about when developing.

Entities:
-Add an informaiton bar to the form form. (Click Here for Instructions)
-Update SiteMap Description field. These descriptions are displayed in the Outlook client.(

Workflows
-If you re-deploye a custom workflow activity dll you may need to delete and recreate those steps in the workflows which were using it.
-Web Services: When you are in the Execute method of a workflow you do not need to specify all the connection items to connect to the CRM web services. All that information is already there you just need to create a new instance of the service. (Example)

Other:
CRM Tools Blog: This site offers a collection of tools that I find very useful and time saving when developing in CRM.

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