XrmToolBox : Marketing List Manager Plugin

Back when Microsoft released CRM 2013, they introduced a new feature to allow outer joins in FetchXML . You can find more details in this blog post about Left Joins in CRM 2013. The annoying thing is that this feature has not been surfaced through the Query designer for advanced find within CRM. It’s not a big issue, as most scenarios for this type of joins are intended for reports and you don’t use the designer for that. However, I’ve come across a number of scenarios where we wanted to define Dynamic Marketing Lists with queries that required this type of functionality – e.g. accounts with no activities in the last x weeks. The good news is that you can use the APIs to manipulate the Dynamic Marketing Lists definitions and change its FetchXML programmatically. So, even if the Advanced Find designer doesn’t support outer joins, you can still modify the query programmatically and the Marketing List will function as expected.

Keep your friends close, but your enemies closer.

I am sure that by now you have already read about the rather surprising collaboration announcement between two of the biggest rivals in the CRM software space. In the first instance this looks very confusing, especially for all those that work closely with Microsoft Dynamics and for whom has been depicted as the evil […]

When more becomes less. The Presenter’s Paradox

I have done my fair share of software presentations over the years, and I more than once have committed the crime of trying to impress the audience by showing more and more things about my products. At the time I had the firm believe that this would impress them and get them to see the […]


It has being a long time since I last updated this blog. More than 3 years! Time flies. During that time lots of things have changed in my life and work. After 5 years of being a Microsoft MVP I joined Microsoft on 2011 and I am now a Senior Partner Technology Strategist for Microsoft […]

Logging for Update Rollup setups

This is just a short post to provide a quick tip that you might find useful when installing Update Rollups, an any Windows Installer based setup. The Update Rollup packages are based on MSI technologies. If you type in a command prompt “msiexec” you will see a screen this one proving information about the different […]

Adding LinkedIn to Dynamics CRM

LinkedIn is the most successful professional social network with more than 60 million users worldwide. At the end of the last year LinkedIn opened up their API for developers allowing third parties to integrate the valuable information on their applications. The information contained in this social network is specially relevant when working with CRM applications. […]

Creating a Multi Field Search screen in Dynamics CRM

Few months ago I was reading a fantastic post from Adi Katz about how to dynamically compose Fetch XML queries and display them on a native CRM Grid using the Advanced Functionality. The post was great and the JavaScript code provided by Adi works like a charm. After some playing I got inspired and I […]

Summary of xRM and CRM 5 at PDC09

This week the Microsoft Professional Developer Conference (PDC) was held in Los Angeles. Among tons of announces and cool things around Windows Azure and Silverlight 4 beta, there was three sessions dedicated to Microsoft Dynamics CRM. These 3 sessions were dedicated to highlight the xRM capabilities and to introduce new features coming on CRM version […]

Collapsable Form Sections – a bit of the future in CRM 4

On the last year PDC demos we saw that Dynamics CRM 5 will come with an improved and less clicky UI to enable an even better User Experience. One of the features on the videos was the change to have collapsable panels instead of tabs, this allows the users to access the information in a […]

Update Rollup 7 – Amazing Outlook Client improvements

The CRM SE team has just released the Update Rollup 7 for Microsoft Dynamics CRM 4.0, this is a cumulative update including all the previous released ones. However, the most important thing is that this Update Rollup included a ton of fixes for the Outlook client, it actually includes a re-engineered Outlook client that improves […]