Basic of MS CRM

Thursday, 10 December 2020

Dashboard

Q.What is a dashboard.

Set default dashboard for user
Use List , View , Personel view in dashboard.
Use web resource in Dashboard.

Steps to be considered before taking Fiddler Traces for this issue:
---> Cache is cleared completely.
---> No other browser windows are open.
---> Let the fiddler run from the start, meaning before logging into CRM.
Steps for capturing FIDDLER Traces:
You can download the Fiddler tool from : http://www.telerik.com/download/fiddler
Steps :
1. Open the Fiddler tool.
2. Click on Tools option.
3. Click on the Fiddler options.
4. Select the HTTPS tab.
5. Put a check mark on Decrypt HTTPS traffic option.
6. Click on Ok and Save the settings.
7. Check that Fiddler has started to capture the logs.
8. Reproduce the issue.
8. Once done, click on File>Save>Save All Sessions in order to save the trace file.
Refer this link- https://blogs.msdn.microsoft.com/crminthefield/2011/05/19/using-fiddler-http-debugger-for-crm-troubleshooting-and-performance-tuning/

Thursday, 10 May 2018

Working Issue

1. background workflow will not store the user who run the workflow - for this choose Real time work flow

2. User added in Dynamics not showing in CRM - Check weather user added in other organisation or not.

3. We can create new organisation - with minimal copy.

4. How to set zero value by using workflow.

5. User added in office 365 is also showing inside unable user in CRM-

6. On update show values before and after updation using plugin

7. What preEntity.Attributes.Contains("new_10agingofchanceofsuccess") does ?
Ans- It check if attribute have value or null

8. The plug-in type could not be found in the plug-in assembly:
https://community.dynamics.com/enterprise/b/crmfortressdynamics365/archive/2016/06/23/issue-the-plug-in-type-could-not-be-found-in-the-plug-in-assembly

9.While registering plugin error was coming that - No assembly was selected.
In plugin class was not public
Dll might be wrong

10. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/sample-code-directory

11. All status reason/ Status code - https://technet.microsoft.com/en-us/library/dn531157.aspx

12. Slow loading issue of CRM -
https://blogs.msdn.microsoft.com/crminthefield/2012/04/09/using-the-crm-diagnostics-page-to-capture-network-performance/

13. How we can export form in word document -

14.CRM data saved from Chrome book is not saving -

15. Liscense assigned to office 365 that user is also showing in CRM -

16.I shared a word template based on security roles but it is not showing to that particular user who hav that role ?
Ans - Check 1- Enable security role of Word template.
Check 2- Check Security roles , Business Management.
Check 3- In Business Management tab scroll down check - if Document generation is radio button is selected or not - This I had forgot .

http://www.goisc.com/blog-post/crm-2016-insufficient-permissions-error-when-downloading-a-word-template/

17.Records more than 5000 was not fetching by query expression ?

ACS10002: An error occurred while processing the SOAP body. ACS50000: There was an error issuing a token. ACS50005: Token encryption is required but no encrypting certificate is configured for the relying party.

Trace ID: 6d30e008-0068-4ba7-afcc-e5b688bab38e

Timestamp: 2018-04-23 12:16:08Z

Its a ACS call issue .

20, User Reported that he can login in CRM from IE but cant login from Chrome its displaying error
Soln- Its a browser issue so go and clear cache of browser.

21.- Work flow issue - In process I deactivated a process which was created by some one else. So after that when i activated it I got error. Access issue.But in customization I could see that it was enabled.

Remedy - I went in process and I assigned that process to me then I activated it worked.
Also the user who created this workflow was admin was not a CRM user. So the main problem was this only.

22. While updating Notes i am getting error - Using the fiddler i found that some workflow was disturbing.So I

23. How to add remove user from sandbox -
https://www.inogic.com/blog/2017/07/how-to-add-or-remove-users-from-sandbox-instance-in-dynamics-crm365/

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/manage-sandbox-instances

Well if we enable admin mode then only admin and system customiser will be able to login.

24. How to set a dashboard as default to all users-
Go - setting --> customisation --> entity --> view --> click on set as default
But if some managed code is set as default then first remove it else it will not work.

25. Set default view as created on
setting--> entity --> view --> configure

26. In crm 9 there is no need too use site map to delete area sub area it is in built.
Go in setting --> customisation --> client extension
https://www.catapulterp.com/edit-site-map-using-new-microsoft-dynamics-sitemap-designer/

27.How to generate Early Bound Class- I generated early bound class using CRMscvTool
1)Be sure that you have 9.0 version sdk for 9.0 version of CRM - To check sdk version hover on pligin registration tools inside SDK tool.
2)Run CMd as admin
3)You can use service account or account which has admin permission.
4) On line & On Premise have little bite different Command.
5) In CMD browse to CRM svc tools and paste this below command
CrmSvcUtil.exe /url:https://<organizationUrlName>.api.crm.dynamics.com/XRMServices/2011/Organization.svc /out:<outputFilename>.cs /username:<username> /password:<password> /namespace:<outputNamespace> /serviceContextName:<serviceContextName> ---- Online

C:\Users\xxxx\Desktop\xSDK\Tools\CoreTools>CrmSvcUtil.exe /url:https://yyyy.api.crm.dynamics.com/XRMServices/2011/Organization.svc /out:GeneratedCode.cs /username:uuuu /password:ppppp /namespace:XRM /serviceContextName:angusContext
CrmSvcUtil : CRM Service Utility [Version 9.0.0.9154]
c 2017 Microsoft Corporation. All rights reserved

Code written to C:\Users\xxx\Desktop\xSDK\Tools\CoreTools\GeneratedCode.cs.

6) api.crm.dynamics.com/XRMService - can be get from customisation - developer - organisation

28)CRM rest builder tool - This tool can be used to generate javascript code - for retriving etc.
https://github.com/jlattimer/CRMRESTBuilder/
Click on release and download the Zip file.Then Import this zip file.

29) How to move customiation from Sandbox to Prod- Create a solution -- add the entity whoes customisation you want to move. then click onn export .
Go in Prod --> customisation --> Import.

30. I had an requirement to add qty = 1 to a int field when the form was loading . Also I had to add qty = 1 to already created records.
Ans- First I written a WF to update the qty=1 for existed records. .Create wf --> go in advance slect that view which do not hav qty = 1 then select all records and run workflow.

Then disable this work flow .

31. On opening crm it was opening in mutiple tab which was making crm to get hanged.
Sol- It was happening only in my machine
Clear cache , history , Add crm as trusted site from internet option ,
IN crm

Friday, 19 January 2018

Templates in CRM

Templates in MS CRM

Templates in CRM is used to create a template of particular format and setting data in that template.
Templtes can be of document

Document Template-
To create a template -- go in setting --> click on new --> select entity -->word deocument --> select entity--> select field .

Save this.

To check this document we can go in that entity and click on word template ribbon . Some time these ribbon can be blank. If we click that template then it will .

Limitation - In MS CRM Email template will not create automatically . You have to manually to go and create Template and putting variables

Working - https://community.dynamics.com/crm/b/meganwalker/archive/2018/01/17/miscellaneous-privileges-on-security-roles-part-three

Tuesday, 31 January 2017

CRM 2016 features

Field service Module-->
Project service -->

Wednesday, 21 December 2016

SSIS IN MS CRM

ssis step by step

SSIS is a platform for building data integration solutions and it is a service that runs on the SQL Server. SSIS replaces the existing Data Transformation Services (DTS), which was introduced to the market as a component of SQL Server 7.0, and runs a unique package which stores the design of an ETL (Extraction -> Transformation -> Load) process.

Because SSIS in SQL 2005 was difficult to connect to Web Services by default, I did not spend much time into my research for my previous integration projects. Thanks again to Darren Hubert and his friends, who showed me a work around using a CRM proxy class in my last project. I was able to successfully integrate CRM 4.0 using SSIS. Here I would like to share with all of you on what I have learned so that you can leverage it on your next CRM integration projects.

Before we get started, here’s the list of requirements:

SQL Server 2005 Standard/Enterprise Edition with SQL Integration Service Installed
Microsoft Dynamics CRM 3.0/4.0
Visual Studio 2005 Professional Edition
CRM SDK , C# and VB.Net knowledge

In this blog, I will use a simple example to show you how to send contact data stored in a SQL database to MSCRM 4.0 via CRM Web Services using SSIS.

Source Data

The source data is from the data from the other system that you would like to send to the CRM system. You source data can be a text file, an Access database, an Oracle database, etc… In this example, I will create a simple Contacts table in a SQL database that’s already existed in environment.

Source Table: Contacts

First Name	Last Name	Phone	Email Address
John	Smith	312-888-8888	jsmith@crowe.com
Darren	Liu	312-999-9999	dliu@crowe.com
Adam	Johnson	312-555-5555	ajohnson@crowe.com

CREATE TABLE [dbo].[Contacts](
    [ContactId] [int] IDENTITY(1,1) NOT NULL,
    [FirstName] [varchar](50) NULL,
    [LastName] [varchar](50) NULL,
    [Phone] [varchar](50) NULL,
    [Email] [varchar](50) NULL,
 CONSTRAINT [PK_Contacts] PRIMARY KEY CLUSTERED 
(
    [ContactId] ASC
)WITH (PAD_INDEX  = OFF, STATISTICS_NORECOMPUTE  = OFF, IGNORE_DUP_KEY = OFF, ALLOW_ROW_LOCKS  = ON, ALLOW_PAGE_LOCKS  = ON) ON [PRIMARY]
) ON [PRIMARY]
GO
  
INSERT INTO Contacts (FirstName, LastName, Phone, Email)
VALUES ('John','Smith','312-888-8888','jsmith@crowe.com')
  
INSERT INTO Contacts (FirstName, LastName, Phone, Email)
VALUES ('Darren','Liu','312-999-9999','dliu@crowe.com')
  
INSERT INTO Contacts (FirstName, LastName, Phone, Email)
VALUES ('Adam','Johnson','312-555-5555','ajohnson@crowe.com')
GO

Create CRM Proxy Class

The SSIS framework provides a Web Service Task which executes a Web Service method, however it’s difficult to use. To reduce the complexity of the SSIS integration with CRM, generate a CRM Proxy class using Visual Studio. This will make the integration process much smoother and you will encounter less road blocks.

Start a New C# Class Library Project

Create a project name “CRM.Proxy”

Sign the Project

Right click on the project and select “Properties”.
Click on “Signing” tab and check the “Sign the assembly” checkbox.
Select “<New>” from “Choose a strong name key file” dropdown.
Give it a name for the Key. In this example, I use “integration” as my key name.

Click OK.

Add CRM Web Services

Add CRM Web Service and CRM Discovery Service to the CRM.Proxy project. Visual Studio will automatically run WSDL.exe in the background to create a proxy class for these two CRM Web Services which we will use later on in building the SSIS package.

Right click on Crm.Proxy project in the solution pane, then select “Add Web Reference…”.
In the URL text box, type in the CRM Web Service URL and give “CrmSdk” as the Web reference name. My CRM Web Service URL in this example is http://localhost:5555/mscrmservices/2007/CrmService.asmx

Repeat the above step for CRM Discovery Web Service and give “CrmSdk.Discovery” as the Web reference name. My CRM Discovery Web Service URL in this example is http://localhost:5555/MSCRMServices/2007/AD/CrmDiscoveryService.asmx

Compile the Crm.Proxy Project in Release Mode.

Deploy CRM Proxy Class to SSIS

In order to use the Crm.Proxy library in our SSIS package, we need to GAC the Crm.Proxy.dll and also copy the Crm.Proxy.dll to the .Net Framework 2.0 folder. The default location of the .Net Framework folder is C:\Windows\Microsoft.Net\Framework\v2.0.50727.

To GAC the Crm.Proxy.dll, you can simply drag and drop the dll file to C:\Windows\assembly folder.

Create SSIS Package

Start a New Integration Service Project

After creating the project, follow the steps below to setup the SSIS package.

Rename Package.dtsx to Contact.dtsx.
Right click on Data Source in the Solution Pane and then select “New Data Source”.
Follow the instruction on the wizard to create a database connection to the database contains your source data. In this example, I named my data source “CRMDB”.

Right click on Connection Managers pane to add a “New Connection From Data Source…”.

Add Control Flow Items

Drag and drop “Data Flow Task” from the Toolbox to the Control Flow Design Pane.

Add Data Flow Items

Double click on the Data Flow Task item and it will take you the Data Flow Design Pane. In here we will specify the source data and also write script to send data to CRM.

Specify Source Data

Drag and drop OLE DB Data Source to the design pane.
Double click OLE DB Source to open up the OLE DB Source Editor.
Select “CRMDB” from the OLE DB Connection Manager drop down box.
Select “Table or view” from Data Access Mode drop down box.
Select “Contacts” from Name of the table or the view drop down box.
Click OK.

Setup Script Component

Drag and drop Script Component to the design pane.
Select Transformation and then click OK.

Double click the script component to open up the Script Transformation Editor.
Select the column that you would like to send to MSCRM from the Input Column window. In this example, I selected FirstName, LastName, Phone and Email.

Remove Output in the Inputs and Outputs section since we are not output anything in this example.

Click on the Script tab, click on Design Script button. Visual Studio for Applications windows should open.

Add CRM Proxy Class to SSIS

Since we generated and GAC the Crm.Proxy library in the step above, we will add a reference to the proxy class in this step.

Right click on Reference and select “Add Reference…”.
Select Crm.Proxy from the list of the .Net components and then click Add.

Coding the Package

In order to complete the script, we also need to add the following reference: System.Web.dll, System.Web.Services.dll and System.Xml.dll. Then add the following imports statement

Imports Crm.Proxy.CrmSdk
Imports System.Xml
Imports System.Web.Services

Lastly, copy and paste the following code to the ScriptMain section:

Public Class ScriptMain
    Inherits UserComponent
    Dim Service As CrmService
  
Public Overrides Sub Input0_ProcessInputRow(ByVal Row As Input0Buffer)
  
     ‘Create Contact object
        Dim contact As New contact()
  
        contact.firstname = Row.FirstName
        contact.lastname = Row.LastName
        contact.telephone1 = Row.Phone
        contact.emailaddress1 = Row.Email
  
        Service.Create(contact)
    End Sub
  
    Public Overrides Sub PreExecute()
        MyBase.PreExecute()
  
        ‘Create CRM Service
        Service = New CrmService()
        Service.Credentials = System.Net.CredentialCache.DefaultCredentials
        Service.Url = "http://localhost:5555/MSCrmServices/2007/CrmService.asmx"
        Dim token As New CrmAuthenticationToken()
      
        ‘In this example, my organization name is MicrosoftCRM
        token.OrganizationName = "MicrosoftCRM"
        Service.CrmAuthenticationTokenValue = token
        Service.PreAuthenticate = True
    End Sub
  
End Class

Execute the SSIS Package

After done coding the SSIS package, right click on the Contact.dtsx package and then select Execute Package. After the package executed successfully, we should see the records in MSCRM.

Deploy SSIS Package

After successfully test the package, deploying the package is pretty easy. Just follow the steps below.

Right click on the CRM Integration project and the select Properties.
Click on the Deployment Utility tab and set Create Deployment Utility to True.

Recompile the CRM Integration project. You should now see CRM Integration.SSISDeploymentManifest in the bin\Deployment folder.
Double click on CRM Integration.SSISDeploymentManifest and follow the wizard to deploy the SSIS package.

After the package is deployed to your SQL server, setup a SQL agent job to execute the package according to your integration time interval.

Summary

That’s it! Hopefully you have gotten the idea of how to leverage the power of SSIS to send data to CRM. In the example here, I only demonstrated how to create records in CRM. In the actual integration implementation, you will also need to consider how to update/delete/link records, and also error handling. I hope this will help you in your next CRM integration project.

Monday, 19 December 2016

Javascript

Javascript basic

Useful CRM 2011 JavaScript

One of the noticeable changes between CRM 4.0 and CRM 2011 is the JavaScript object model. It has changed a bit. Below are some of the commonly used functions used to manipulate CRM forms. Let us know if you have a commonly used function that should be included in the list of CRM 2011 JavaScript tidbits below.

One of the tools we highly recommend is the JavaScript CRM 4 to CRM 2011 converter tool:

http://crm2011scriptconvert.codeplex.com/
Here are common tidbits:

Get the value from a CRM field:

1	var varMyValue = Xrm.Page.getAttribute("CRMFieldSchemaName").getValue() ;

Set the value of a CRM field:

1	Xrm.Page.getAttribute("po_CRMFieldSchemaName").setValue('My New Value');

Hide/Show a tab/section:

1 2	Xrm.Page.ui.tabs.get(5).setVisible(false); Xrm.Page.ui.tabs.get(5).setVisible(true);

Call the onchange event of a field:

1	Xrm.Page.getAttribute("CRMFieldSchemaName").fireOnChange();

Get the selected value of picklist:

1	Xrm.Page.getAttribute("CRMFieldSchemaName").getSelectedOption().text;

Set the requirement level:

Xrm.Page.getAttribute("CRMFieldSchemaName").setRequiredLevel("none");

Xrm.Page.getAttribute("CRMFieldSchemaName").setRequiredLevel("required");

Xrm.Page.getAttribute("CRMFieldSchemaName").setRequiredLevel("recommended");

Set the focus to a field:

1	Xrm.Page.getControl("CRMFieldSchemaName").setFocus(true);

Stop an on save event:

1	event.returnValue = false;

Return array of strings of users security role GUIDs:

1	Xrm.Page.context.getUserRoles()

Hide/Show Tabs and Sections:

function setVisibleTabSection(tabname, sectionname, show) {

� var tab = Xrm.Page.ui.tabs.get(tabname);

� if (tab != null) {

� if (sectionname == null)

� tab.setVisible(show);

� else {

� var section = tab.sections.get(sectionname);

� if (section != null) {

� section.setVisible(show);

� if (show)

� tab.setVisible(show);

� }

}

JavaScriptEvents

Java Script events are related to forms and the controls inside the forms only.

Each form has OnLoad and OnSaveevents, which can accept JavaScript.

Each fields has the OnChange event,which can also accept JavaScript.

You can also add events for the Tabcontrol to track the TabStateChangeevent and to IFRAMEs to trackthe OnReadyStateCompleteevent(seeFigure21.36).

Commonly used Methods

Get the value from a CRM field

var value = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getValue();

Set the value of a CRM field

Xrm.Page.getAttribute(“CRMFieldSchemaName “).setValue(“New Value”);

Get the value from a CRM OptionSet field

var value = Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getValue();

Get the text from a CRM OptionSet field

var text = Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getText();

Set the value of a CRM OptionSet field

Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).setValue(1); // OptionSet Value

Get the selected text of a CRM OptionSet field

Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getSelectedOption().text;

Get the selected value of a CRM OptionSet field

Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getSelectedOption().value;

Get the text and value of a CRM Lookup field

var lookupObject = Xrm.Page.getAttribute(“CRMLookupSchemaName”).getValue();

lookupObject[0].name; // text of lookup

lookupObject[0].id; // Guid of lookup

Set the value of a CRM Lookup field

var lookupData = new Array();

var lookupItem = new Object();

lookupItem.id = “4A2A54CB-349C-E111-8D26-1CC1DEE8DA78″; // Guid of record

lookupItem.name = “New Contact”; // Entity record name

lookupItem.entityType = “EntitySchemaName”;

lookupData[0] = lookupItem;

Xrm.Page.getAttribute(“CRMLookupSchemaName”).setValue(lookupData);

Disable CRM field

Xrm.Page.ui.controls.get(“CRMFieldSchemaName”).setDisabled(true);

Hide CRM field

Xrm.Page.ui.controls.get(“CRMFieldSchemaName”).setVisible(false);

Hide a Tab in CRM

Xrm.Page.ui.tabs.get(“tabName”).setVisible(false);

Hide a Section in CRM

var tab = Xrm.Page.ui.tabs.get(“tabName”);

tab.sections.get(“sectionName”).setVisible(false);

Set the Requirement level in CRM

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“required”);

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“none”);

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“recommended”);

Set Focus on a field in CRM

Xrm.Page.ui.controls.get(“CRMFieldSchemaName”).setFocus(true);

Cancelling Onsave Event in CRM

event.returnValue = false;

return false;

Check IsDirty in CRM field

var isDirty = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getIsDirty();

alert(isDirty); // returns true if the field is dirty

Check IsDirty for all the fields in CRM

var isDirty = Xrm.Page.data.entity.getIsDirty();

alert(isDirty); // returns true if any of the field is dirty in the entire form.

Force Submit a read only field in CRM

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setSubmitMode(“always”);

Preventing an attribute to be saved in CRM form

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setSubmitMode(“never”);

Get Unique Organization Name in CRM

Xrm.Page.context.getOrgUniqueName();

Get Server url in CRM

Xrm.Page.context.getServerUrl();

Get the record Id in CRM

Xrm.Page.data.entity.getId();

Get the User Id in CRM

Xrm.Page.context.getUserId();

Get the Entity Schema Name in CRM

Xrm.Page.data.entity.getEntityName();

Get the UserRole Id’s in CRM

var userRoles = Xrm.Page.context.getUserRoles();

for (var i = 0; i < userRoles.length; i++)

{

var userRole = userRoles[i]; // returns the Role Id

}

Get the Form Type in CRM

Xrm.Page.ui.getFormType();

Form Types in CRM

Is the user creating a new record?

Xrm.Page.ui.getFormType() == “1”

Is the user updating an existing record?

Xrm.Page.ui.getFormType() == “2”

Is the user unable to update this record?

Xrm.Page.ui.getFormType() == “3”

Is this record deactivated?

Xrm.Page.ui.getFormType() == “4”

Is the user using the Quick Create form?

Xrm.Page.ui.getFormType() == “5”

Is the user using the Bulk Edit form?

Xrm.Page.ui.getFormType() == “6”

Save a record in CRM

Xrm.Page.data.entity.save(); // for saving a record

Xrm.Page.data.entity.save(“saveandclose”); // for save and close

Xrm.Page.data.entity.save(“saveandnew”); // for save and new

* How to retrivie fields that are added in a custoum web page- http://www.powerxrm.com/incorporating-custom-html-page-into-dynamics-crm-form/

https://msdn.microsoft.com/en-us/library/gg328046.aspx

http://www.kingswaysoft.com/blog/2013/06/18/Limitations-with-CRM-FetchXML

Some Example on Real time Javascript that I faced -
1.Set background color to field to yellow -

2. Hide "+" in look up. So user cannot add new items in Entity.