Wednesday, April 20, 2011

MS CRM 2011 and Sharepoint 2010 dadely Integration

1st install the MS CRM 2011 and Sharepint 2010.
then install Microsoft Dynamics CRM 2011 List Component for SharePoint
from MS site.
follow the steps to complete the necessary stuffs also.

To install the Microsoft Dynamics CRM List component
1.Navigate to the folder where you downloaded CRM2011-SharePointList-ENU-amd64.exe, and double-click it.
2.In the Open File - Security Warning dialog box, click Run.
3.To accept the license agreement, click Yes.
4.Select a folder to store the extracted files, and click OK.


The following files are extracted:◦AllowHtcExtn.ps1
◦crmlistcomponent.wsp
5.Open your browser.
6.In the address bar, type the URL of the site collection on which you want to install the Microsoft Dynamics CRM List component.
7.Click Site Actions, and then click Site Settings.
8.Under Galleries, click Solutions.
9.On the Solutions tab, in the New group, click Upload Solution.
10.Click Browse, locate the crmlistcomponent.wsp file, and then click OK.
11.On the Solutions tab, in the Commands group, click Activate.

Add .htc extension to the list of the allowed file types
The steps mentioned here are required only if you are using Microsoft SharePoint Server 2010 (On-Premises).
You must be a SharePoint administrator or a farm administrator to be able to do the following steps:
1.Copy the AllowHtcExtn.ps1 script file to Microsoft SharePoint Server 2010.
2.In the Windows PowerShell window or in the SharePoint Management Console, run the command: AllowHtcExtn.ps1 <Web Application URL>

Example: AllowHtcExtn.ps1 http://<servername>


Uninstall Instructions1.Open the site collection URL on which the Microsoft Dynamics CRM List component is installed.
2.Click Site Actions, and then click Site Settings.
3.Under Galleries, click Solutions.
4.Select the option for the crmlistcomponent.wsp file, and on the Solutions tab, in the Commands group, click Deactivate.
5.In the Deactivate Solutions dialog box, in the Commands group, click Deactivate again.
6.On the Solutions tab, in the Commands group, click Delete.
7.Click OK.

Create a Share[ppoint site in MS CRM 1st
1) Go into the Settings area and click on “Document Management “ on the left navigation
2) Click on the “Document Management settings” link
3) Click Share Point Site
4) Enter the name
5) Enter the URL of the sharepoint site (make sure you have put \ at the end, else it will not work)
6) Check "List Component Installed"
7) save and close

Now Register That site for MS CRM 2011 as follows

1) Go into the Settings area and click on “Document Management “ on the left navigation
2) Click on the “Document Management settings” link
3) Select the entities that you want to enable integration on( selecting this will make the “documents” tab appear in the left nav for records within the selected entity)
4) Enter a SharePoint 2010 Site Collection URL where you have installed the CRM List component.
5) Click on Next.
6) The URL will get validated
7) click next

Now you can open the Records( the selected records you hahve selected in above step 3), here you will get the Documents link the left navigation. If you have done properly on step 3 of
"Now Register That site for MS CRM 2011 as follows" and the link is not coming on left side, then check on your form design if the link has been removed from the Navigation pane.
Now click and enter the folder location and start uploading file.

for more issue related please follow this, its an useful link
http://www.ryanonrails.com/2011/02/25/hooking-crm-2011-and-share-point-2010-together/


Regards,
Sudhanshu

Tuesday, April 19, 2011

How to pass Parameters from one Plugin Step to Another in MS CRM 2011

here is the way to pass some paramters and get in between the steps in MS CRM 2011, while writing plugin.

this can be done by using SharedVariables property of IPluginExecutionContext.

//Register the PreEventPlugin for a pre-event and the
/// PostEventPlugin plug-in on a post-event.


public class PreEventPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
// Obtain the execution context from the service provider.
Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext)
serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));

// Create or retrieve some data that will be needed by the post event
// plug-in. You could run a query, create an entity, or perform a calculation.
//In this sample, the data to be passed to the post plug-in is
// represented by a GUID.
Guid contact = new Guid("{XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX}");

// Pass the data to the post event plug-in in an execution context shared
// variable named PrimaryContact.
context.SharedVariables.Add("PrimaryContact", (Object)contact.ToString());
}
}

//next plugin
public class PostEventPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
// Obtain the execution context from the service provider.
Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext)
serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));

// Obtain the contact from the execution context shared variables.
if (context.SharedVariables.Contains("PrimaryContact"))
{
Guid contact =
new Guid((string)context.SharedVariables["PrimaryContact"]);

// Do something with the contact.
}
}
}
}

MS CRM 2011 Different services while writting plugin

The input parameter in new Execute() while writing plugin has been changed and is now more useful with more informations.
Few useful services can be created as follows.

public void Execute(IServiceProvider serviceProvider)
{
//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context(the old one in ms crm 4.0) from the service provider. IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));

// Obtain the organization service reference. IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

}

Wednesday, April 13, 2011

How to add the XML schema in ms crm 2011

1. open the xml file
2. go to view -> properties window
3. click Schemas and brow to "C:\Program Files (x86)\Microsoft Visual Studio 10.0\xml\Schemas\customizationssolution.xsd" and add it.
4. before this you need to dump all the schema files available in sdk to "C:\Program Files (x86)\Microsoft Visual Studio 10.0\xml\Schemas" folder of your installed VS.

Sudhansuh

Tuesday, April 12, 2011

MS CRM 2011 video Tutorials...

Hi , Got some video tutorial links, its really good and helpfull in MS CRM 2011.
Item, CategoryURL
Introduction to Dynamics CRM 2011 Training Kithttp://channel9.msdn.com/Series/DynamicsCRM2011/Introduction-to-CRM-2011-Training-Kit/player/
Solutions - Introductionhttp://channel9.msdn.com/Series/DynamicsCRM2011/Solutions-Introduction/player/
Solutions - Managed and UnManagedhttp://channel9.msdn.com/Series/DynamicsCRM2011/Solutions-Managed--UnManaged/player/
Solutions - Publishinghttp://channel9.msdn.com/Series/DynamicsCRM2011/Solutions-Publishing/player/
Solutions - Data Modelinghttp://channel9.msdn.com/Series/DynamicsCRM2011/Solutions-Data-Modeling/player/
Charts in MS CRMhttp://channel9.msdn.com/Series/DynamicsCRM2011/Visualizations-Charts/player/
Field Level Securityhttp://channel9.msdn.com/Series/DynamicsCRM2011/Field-Level-Security/player
Client jQuery and oDatahttp://channel9.msdn.com/Series/DynamicsCRM2011/jQuery--oData/player/
Role based UIhttp://channel9.msdn.com/Series/DynamicsCRM2011/Role-based-UI/player/
Dashing Dashboardshttp://channel9.msdn.com/Series/DynamicsCRM2011/Visualizations-Dashboards/player/
Dynamics Marketplacehttp://channel9.msdn.com/Blogs/girishr/Listing-your-app-in-the-Dynamics-Marketplace/player/
LINQ Providerhttp://channel9.msdn.com/Series/DynamicsCRM2011/LINQ-Provider/player/
oData endpointhttp://channel9.msdn.com/Series/DynamicsCRM2011/oData-endpoint/player/
Plugins - Introductionhttp://channel9.msdn.com/Series/DynamicsCRM2011/Plugins-Introduction/player/
Plugins - Registration and Diagnosticshttp://channel9.msdn.com/Series/DynamicsCRM2011/Plugins-Registration--Diagnostics/player/
Processes - Dialogshttp://channel9.msdn.com/Series/DynamicsCRM2011/Processes-Dialogs/player/
Processes - Introductionhttp://channel9.msdn.com/Series/DynamicsCRM2011/Processes-Introduction/player/
Processes - Performance and Versioninghttp://channel9.msdn.com/Series/DynamicsCRM2011/Processes-Performance--Versioning/player/
Processes - Workflowhttp://channel9.msdn.com/Series/DynamicsCRM2011/Processes-Workflow/player/
SharePoint and CRMhttp://channel9.msdn.com/Series/DynamicsCRM2011/SharePoint--CRM/player/
Silverlight and CRM - Part 1http://channel9.msdn.com/Series/DynamicsCRM2011/Silverlight--CRM-Part-1/player/
Silverlight and CRM - Part 2http://channel9.msdn.com/Series/DynamicsCRM2011/Silverlight--CRM-Part-2/player/
Upgrading from CRM 4.0 to CRM 2011http://channel9.msdn.com/Series/DynamicsCRM2011/Upgrading-from-CRM-40-to-CRM-2011/player/
User Experience(UX) Extensibility - Introhttp://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-Intro/player/
User Experience(UX) Extensibility - Client Scriptinghttp://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-Client-Scripting/player/
User Experience(UX) Extensibility - Filtered Lookupshttp://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-Filtered-Lookups/player/
User Experience(UX) Extensibility - Ribbonhttp://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-Ribbon/player/
User Experience(UX) Extensibility - WebResourceshttp://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-WebResources/player/
WCF Web Services Introductionhttp://channel9.msdn.com/Series/DynamicsCRM2011/Web-Services-WCF-Endpoint-Intro/player/
WCF - Entity Class and Queryinghttp://channel9.msdn.com/Series/DynamicsCRM2011/Web-Services-Entity-Class--Querying/player/
Azure AppFabric and CRMhttp://channel9.msdn.com/Series/DynamicsCRM2011/Azure-AppFabric--CRM/player/
Windows Azure and CRMhttp://channel9.msdn.com/Series/DynamicsCRM2011/Windows-Azure--CRM/player

MS CRM 2011 Virtual machine set up

Hi,

There is no virtual set up released by MS till now.
Still you can do it, as they have given the steps to do so.
1 main point is your server need to be 64 bits and also all the S?Ws need to be 64 bit.

This is a very cool link and helpful to create own virtual machin.

Click to Create Virtual Machine for MS CRM 2011

Sudhanshu

Monday, April 11, 2011

Make Business required level only ms crm 2011

Its bit different than ms crm 4.0.
beawre of only the following while doing so.
Reducing the required level of an attribute can cause an error when the page is saved. If the attribute is required by the server an error will occur if there is no value for the attribute.
just use the setRequiredLevel("<requirementLevel>") function.

var objAttribute = Xrm.Page.data.entity.attributes.get("<attributeName>");
objAttribute.setRequiredLevel("<requirementLevel>").

also in other hand
(Xrm.Page.data.entity.attributes.get("<attributeName>")).setRequiredLevel("<requirementLevel>").
but the trick is you need to put that backet else it will not work
Xrm.Page.data.entity.attributes.get("<attributeName>").setRequiredLevel("<requirementLevel>").
so the following will not work... :(

#parameter can be
none -> not Required
required -> Business Required
recommended -> Business Recomended

Sudhanshu

Making charts to 3D with a cool look in ms crm 2011

Hi,

The best accepted feature in crm2011 is the Charts used by its MSChart component.
We can easily make the 2d charts into 3d just adding the a simple tag.
Thanks to Jukka Niiranen for the valuable due diligence.

1. just create your chart.
2. export it, this will just give one xml file.
3. put the line <Area3DStyle Enable3D=”True” LightStyle=”Realistic” WallWidth=”5″ IsRightAngleAxes=”true” /> just before </ChartArea> tag.
4. then import it.
5. thats it

Sudhanshu