As a developer for MSCRM I never setup email templates or mail merge templates. Typical I get specifications for enhancing CRM through .NET work whether it be plugin assemblies, Silverlight applications or system integration work. Merging tends to be handled by the consultants so I never have visibility of it. Recently I found myself reading Vlad Arabajiev’s blog on Using Hyperlinks in Mail Merge which reminded me about an issue which was raised about embedding images in to an email template. If you have ever tried to create an email template you will know that there is no option for adding an image. If you want to add an image you have to make sure that it is hosted somewhere and copy & paste the source HTML which references the image.
When performing complex LINQ queries against CRM you might find that you need to perform a join across several entities. As soon as you introduce a join you might need to set up a where clause that dependants on certain conditions across your join. By this I simply mean you might need to perform the where query across multiple entities. Using a single where clause you cannot achieve this! For each entity you need where clauses, you need to add another where keyword.
In Microsoft Dynamics CRM 2011 there is a new feature which allows you to add the same field to your form multiple times. However, when customising your form for the first time it is not obvious that you can do this. You wouldn’t know about the feature unless you have read the SDK, release notes or someone’s blog on it! Even some people who know about the feature couldn’t work out how to use the feature straight the way!