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While browsing for infrastructure related information, I found this white paper on TechNet. I like how it’s structured together:

Thumbs up to the authors!


After a few long months, my book project is finally coming close to it’s end. After a relatively long break from blogging, I should have more spare time now to get involved in some new projects and community events.

It’s been quite an experience writing a book. I was able to pull my thought together like never before, and also to organize my notes. I loved it.

Anyway, long story short, it’s officially announced, and you can pre-order at the following URL:

Thanks go to the PAKT team for guiding me through the whole process, to the editors and technical reviewers, you know who you are, hopefully one day we’ll meet at a conference somewhere.


Enjoy the read!

I’ve run into this situation recently, and I would think this is a bug.

Let’s say you are a System Customizer, and you have a read-only form and an edit form for an entity, say Account. Now you try to create a Workflow for Accounts, and when you get to add an Update Record step, and click on the Set Properties button, you are presented with the read-only form. Annoying  enough.

The reason for this behavior is because Dynamics CRM remembers the last form type you have used. If the last time you accessed an Account you’ve used the read-only form, you are presented in the Workflow with that same form.

To avoid that, go into an Account, and change the form to the edit form. Save and go back to your Workflow. Now you should be getting the proper edit form.

Hopefully we see a fix for this soon.


Every now and then, if your scripts are performing form changes, and you try to navigate without saving, you will be prompted to save. But what if you want to see exactly what was changed on a large form?

The following function can show you the modified fields:

function checkIsDirty()
    var _mesage = "";
        function(attribute, index)
            if(attribute.getIsDirty() == true)
                message += attribute.getName() + "\n";
    alert("These fields have been modified: \n" + message);

You could put this on a ribbon button, and allow the form user to check at any time what was changed since the last save. Alternatively, you could highlight the fields with a different background color rather than bring up an alert message.


The following form types are available in Dynamics CRM 2011:

Value Form Type
0 Undefined
1 Create
2 Update
3 Read Only
4 Disabled
5 Quick Create (Deprecated)
6 Bulk Edit
11 Read Optimized


To get the Form Type in JScript, use the following syntax:

var _formType = Xrm.Page.ui.getFormType();

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