May 15, 2017

CRM Saturday Zurich: recap of the Community Event

Last weekend I attended #CRMSaturday in Zurich, for those not familiar with the name, CRM Saturday is a series of events across Europe (but they are going global with the July event in Australia) focusing on Dynamics 365 for Customer Engagement (or Dynamics CRM if you prefer).

Conferences and events like this are an important part of the CRM ecosystem, when you work on a platform like Dynamics 365 that implements new features rapidly, a community event can be a perfect opportunity to keep yourself up to date learning something new or go deeper with a specific functionality.

The location for the Zurich chapter was the Microsoft Offices in Switzerland, a perfect venue considering that this was a joint event with SharePoint Saturday Events, the available tracks in totally were three (2 for SharePoint and 1 for CRM).

Stefano Tempesta, one of the organizers of CRM Saturday, gave an introduction before the keynote of Kathrine Hammervold from Microsoft Norway.
The CRM track started with the session of Baris Kanlica titled "Dynamics 365 new features and deprecations", with the upcoming release this is an hot topic and personally I learned about the use of control notifications (Xrm.Page.getControl(arg).setNotification(message,uniqueId)) The next speaker was Razwan Choudry with his session about Solution Management. How to manage solutions, how to implement versioning and the infamous "Add all assets" checkbox were some of the topics covered. The message was to put more attention on the maintenance and the deployment of a solution, and I couldn’t agree more. After the lunch break was the turn of Marius Agur Pedersen with his session about Azure. He focused on Azure Service Bus and Azure Key Vault, we can bet that Azure and Dynamics 365 will be more integrated in the future. I am often inclined to don't use Azure Service Bus, but with Marius reassurances about the bus performance I will try it again. The following session was with Jordi Montaña and his testing framework Fake Xrm Easy. Unit testing is a must for medium and big projects, but should be also a priority for smaller projects that contains only a couple of plugins. The framework he created is impressive, I know how broad and different are the CRM messages and the IOrganizationService and to mock all that stuff requires countless hours. Next to the stage was Christoph Mäder with his session to improve the performance of a Dynamics CRM/365 OnPremise instance. Many customers still prefer to have their CRM in house or they are not ready to move to the Cloud, but this doesn't mean that they can't tune their instance or take advantage of some possibilities offered by an OnPremise installation. The last one to speak was Mohamed Mostafa with the other side of the medal: Considerations for Cloud Dynamics 365 Deployments. His session went through the major aspects of an Online implementation, the compromises and the big advantages to have Microsoft taking care of your instance, considering also the upcoming EU GDPR (General Data Protection Regulation). It was an amazing event and experience for me, I had the chance to met in person people that I know virtually from a long time. Despite some tweets that list me as speaker, I only attended and I was not involved in the organization of the event, all the credits goes to the other guys in the next picture, they used their time and energy to make this happen, I'm honored to know them and they are an inspiration for the community. CRM Saturday was free, so a "thank you" should be made also to the sponsors. Bottom line: attend the next CRM Saturday!

April 4, 2017

GetAttributeValue<object>, why not?

Today I wrote a small piece of code in order to replicate the exact same data from a CRM instance to another keeping the same ID, it was an exercise because I had to copy only a couple of entities, otherwise I could use one of the several tools made for this kind of operation (like KingswaySoft).

While I was writing the code I arrived to the point where I need to map the fields, so I started to write the usual GetAttributeValue<string>, GetAttributeValue<EntityReference>, ...
And I asked myself:
"source and target attributes are always of the same type, what if I use object for the Generic?"
"something like newEntity["name"] = oldEntity.GetAttributeValue<object>("name"); works?"

With a bit of surprise I found that actually works, so in the end I wrote this piece of code.
Some notes:
  • It uses CrmServiceClient, because there are two instances (source and target) one of them should contains the option RequireNewInstance = true;
  • The UpsertRequest works also when the entity has the ID defined, and not only when the entity is defined using an alternate key syntax
  • As suggested by Tinus Smith in his comment, if the purpose is to do an exact copy, it's not necessary to create the entityTarget and copy its values with GetAttributeValue<object>, instead the entitySource can be used directly inside the Target property of the UpdateRequest:
    UpsertResponse response = (UpsertResponse)target.Execute(new UpsertRequest { Target = entitySource });
MigrateEntity(source, target, "new_entity", new List { "new_name", "new_date", "new_lookupid" });

private static void MigrateEntity(CrmServiceClient source, CrmServiceClient target,
                                  string entityName, List<string> columns)
    QueryExpression querySource = new QueryExpression(entityName);
    querySource.ColumnSet = new ColumnSet(columns.ToArray());
    EntityCollection collSource = source.RetrieveMultiple(querySource);
    foreach (Entity entitySource in collSource.Entities)
            Entity entityTarget = new Entity(entityName);
            entityTarget.Id = entitySource.Id;
            foreach (string column in columns)
                entityTarget[column] = entitySource.GetAttributeValue<object>(column);
            UpsertResponse response = (UpsertResponse)target.Execute(new UpsertRequest { Target = entityTarget });
        catch (Exception ex)

January 5, 2017

MVP again for 2017, transition to the new Dynamics era

January 1st I received my third Microsoft MVP Award for my contributions to the Dynamics community, the category is still "Business Solutions" as Microsoft did not make new changes to the MVP Award structure.
It's an honor for me to be part of this group, to "celebrate" the event I will use this post to write some of my thoughts about the MVP/Dynamics world.

Currently there are a bit less than 100 MVP awarded for the Dynamics CRM competency (I don't have the exact number) but between my Twitter feed and the Dynamics Community forums I can easily write a list of another 100 great people that works with Dynamics CRM and are not MVP. They write blog posts, create useful tools, tweet relevant news and their contributions are valuable to everybody in the community. The fact that they don't have an award doesn't make their job, their opinions, their experiences less important, in the same way my contributions have not an higher value because I am an MVP, I can consider the award a small proof of my competences, but it doesn't define totally me or what I do.
The community is central, without users sharing questions/answers/thoughts, no matter if the topics are basic or advanced, the MVP program will not have reason to exist.

During the last year I had the chance to participate also to some "offline" events: April in Rome I joined the Western Europe MVP & Community Day 2016, October in Milan I joined the Microsoft Future Decoded and November in Seattle the annual MVP Summit.
All these three events were amazing, I had finally the opportunity to meet in person fantastic people and I hope to meet them soon again. If you want to get an idea you can read Leon Tribe post about the summit

Regarding my contributions in 2016, I think the most important is the Dependent OptionSet Generator, it's a small tool but I know people using it and they find it useful, when you create a tool the goal is to simplify a process, not everybody sends spaceships to Mars (I am looking at you Elon Musk), and the saved time can be used for something else or spent outside work.
Another contribution that I am proud is that I got back the Microsoft Community Contributor (MCC) badge, it's assigned every 6 months, and in the last year my number of answers were not enough to get it.
What I failed regarding my contributions in the last year? Definitely blogging, I wrote only few posts, maybe 2017 will inspire me to write more.

2016 is also the year the Dynamics ecosystem changed and it's now toward a new direction. The "Dynamics 365" momentum now can look like just a rebranding, but it's definitely more, inside and outside of what was formerly known as Dynamics CRM. The platform is HUGE with all the available solutions like Field Service, Project Service and the Portals, it's TERRIFIC considering the integrations with PowerBI, Azure and AX, it's a GREAT future for the Dynamics platform and for the people works with it (the MVP summit was held during the US elections, so now I unintentionally use some words).

If you arrived at this point of my unexpected long post, I wish you Happy New Year and I hope you will reach your goals for 2017!