Wednesday, August 31, 2011

MS CRM 2011 certifications

Hi if any one is looing for certifications on MS CRM 2011, it has released.
the paper codes and details are as follows

1. Microsoft Dynamics CRM 2011 Customization and Configuration
(MB2-866)

Exam Topics CoveredThe following list includes the topic areas covered on this exam.
• Configuring a Microsoft Dynamics CRM Organizational Structure
• Managing Users & Teams and Security
• Customizing Attributes and Entities
• Customizing Relationships and Mappings
• Configuring Auditing
• Managing Forms, Views, and Charts
• Implementing a Microsoft Dynamics CRM Solution

2. Microsoft Dynamics CRM 2011 Installation and Deployment
(MB2-867)

Exam Topics CoveredThe following list includes the topic areas covered on this exam.
•Planning the Installation
•Installing Microsoft Dynamics CRM 2011 Server
•Installing and Deploying the Microsoft Dynamics CRM 2011 Email Router
•Installing and Deploying the Microsoft Dynamics CRM 2011 Client for Outlook
•Configuring Microsoft Dynamics CRM 2011
•Upgrading to and Redeploying Microsoft Dynamics CRM 2011

3. Microsoft Dynamics CRM 2011 Applications(MB2-868)
Exam Topics CoveredThe following list includes the topic areas covered on this exam.
•Managing Microsoft Dynamics CRM Marketing Automation Applications
•Managing Microsoft Dynamics CRM Sales Applications
•Managing Microsoft Dynamics CRM Service Management Applications
•Managing Microsoft Dynamics CRM Service Scheduling Applications


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Let's Kill Hitler

Monday, August 29, 2011

Importing/Export Translations in MS CRM 2011

Export Transalations

Steps
1.In the Navigation Pane, click Settings.
2.Under Customization, click Customizations.
3.In the Customization area, click Customize the System.
4.In the solution explorer, on the Actions toolbar, click the Export Translations button.
5.Click OK.
Exporting label text might take several minutes. When Microsoft Dynamics CRM finishes exporting the customized text, Microsoft Internet Explorer prompts you to open or save the exported labels.

6.Click Save, specify a file name, and specify a location on your local computer or network where you want to save the compressed (.zip) file.
You can extract the compressed file and then open the XML (A type of file that provides a way to structure data to share between applications. XML files typically have the .xml extension.) file that contains the customized text and translate it, or you can send the compressed file to a translator.

Warning

Microsoft Dynamics CRM cannot import translated text that is over 500 characters long. If any of the items in your translation file are longer than 500 characters, the import process will fail. If the import process fails, review the line in the file that caused the failure, reduce the number of characters, and try to import again.

Important

After the label text has been translated, you must import it before it becomes available in Microsoft Dynamics CRM.

Import Translations

If you have customized entity or field text, such as field labels or drop-down list values, you might want to provide the users in your organization who are not working with the base language (A language used when installing Microsoft Dynamics CRM for your company that determines which language you use for Microsoft Dynamics CRM by default.) version of your Microsoft Dynamics CRM implementation with this customized text in their own languages. You can export the text strings for all of your customizations so that they can be translated into the languages you use in your organization.

Important

You can only perform customizations in the base language.

After you have exported a customized entity or a field text and had it translated, you can import the translated text strings.

Exporting Customized Text for Translation
You can export customized text that you want to have translated from the Settings area.

Exported text is converted to a Microsoft Office Excel workbook, which you can send to a linguistic expert, translation agency, or localization firm.



Importing Translated Text

You can import completed translations from the Settings area. More information: Import Translated Entity and Attribute Text

After you have imported the completed translations, customized text appears for users working in the languages that you had the text translated into.

Warning

Microsoft Dynamics CRM cannot import translated text that is over 500 characters long. If any of the items in your translation file are longer than 500 characters, the import process will fail. If the import process fails, review the line in the file that caused the failure, reduce the number of characters, and try to import again.

Note

Because customization is supported only in the base language, as the System Customizer (A security role that gives users the permissions that are required to customize the application. Users who have been assigned the System Customizer security role do not have advanced permissions to view or perform actions on records.), you may be working in Microsoft Dynamics CRM with the base language set as your language preference. To verify that the translated text is appearing, you must change your language preference for the Microsoft Dynamics CRM user interface. To perform additional customization work, you must change back to the base language.

BLIND FAITH

Tuesday, August 23, 2011

Disabling Notes for deactivated records, read only or any condition MS CRM 2011

The HelpKindle 3G, Free 3G + Wi-Fi, 3G Works Globally, Graphite, 6" Display with New E Ink Pearl Technology - includes Special Offers & Sponsored ScreensaversSome times we have requirements like on basis of some logic, or on basis of the record type, like if its disabled(inactive) or readonly then the notes needs to be disabled.
Even if this is unsupported, this will work to full fill the requirement
just paste the below code on laod of the JS and call the function(form_onload) from onload

function form_onload(){
if (Xrm.Page.ui.getFormType() == 4) // suppose i have taken the condition as disabled or inactive record
{
//Need to attachEvent, because IFRAME elements load asynchronously, and elements like 'newNoteButton' are not accessible on form load
var iframe = document.getElementById("notescontrol");
//Hide 'Create a New Note' link
window.frames[0].document.getElementById('newNoteButton').style.visibility="Hidden";
var NotesTable = window.frames[0].document.getElementById('NotesTable');
//Disable the entire table
NotesTable.disabled = true;
var TextArea = NotesTable.getElementsByTagName('TEXTAREA');
//It's still necessary to individually disable the Textareas where users edit the existing notes.
for (i=0;i {
TextArea[i].disabled = true;
}
}
}

hope this helps.

Sunday, August 21, 2011

The organization database version is not supported for upgrade – error while importing organization in CRM 2011


While importing the database afetr restoring to DB, i got the following error.
This shows that the DB version is different in source and destinations.
This can be the reason related to DB, as down grade is not possible.
also this can be a reason for the CRM instance installed.
as i have the following in my deplyment manager, both were in ms crm 2011.
This can happen if your dev server and uat does not have the correct rollups installed.

hope this will help.


Microsoft Dynamics CRM 2011 Administration Bible
Working with Microsoft Dynamics CRM 2011

Tuesday, August 16, 2011

getting details of the records in a grid in ms crm 2011, by passing from ribbon xml as parameters

the following are few parameters can be passed from the ribbon xml(Action tag) file to JS file to get the values .

SelectedEntityTypeCode : A number representing the unique type of entity for a record selected in a grid. The Entity type code will vary between deployments.
SelectedEntityTypeName : A string representing the unique name of the entity for a record selected in a grid.
FirstSelectedItemId : Provides one GUID identifier as a string for the first item selected in a grid.
SelectedControlSelectedItemCount : The number of selected items in a grid.
SelectedControlSelectedItemIds : A string array of GUID Id values for all selected items in a grid.
SelectedControlAllItemCount : A string array of GUID Id values for all selected items in a grid.
SelectedControlAllItemIds : A string array providing the GUID Id values for all items displayed in a grid.
SelectedControlUnselectedItemCount : The number of unselected items in a grid.
SelectedControlUnselectedItemIds : A string array of GUID Id values for all unselected items in a grid.

hope this will be very helpful.

how to get the selected records' guid in a grid in ms crm 2011

some times we need to put ISV buttons(in 2011 its buttons in ribbons,tabs), onclick of which we can get the selcted records for som other purpose.
to get the list of selected records' guid follow the following

include the following in the ribbon.xml file of the entity

<Actions>
<JavaScriptFunction FunctionName="Mscrm_Isv_new_entity_SubGrid_Group0_Control0_5" Library="$Webresource:new_entity_ribbon.js" >
<CrmParameter Value="SelectedControlSelectedItemIds" />
</JavaScriptFunction>
</Actions>

then in the new_entity_ribbon.js file write the function

function Mscrm_Isv_new_tmtasklist_SubGrid_Group0_Control0_5(SelectedControlSelectedItemIds){
alert("SelectedControlSelectedItemIds"+SelectedControlSelectedItemIds);//this will get the GUIDs, separated by comma
}


 
hope this will help...

Tuesday, August 9, 2011

Plugin Execution PipeLine MS CRM 2011, System.TimeoutException

The event execution pipeline processes events either synchronously or asynchronously. The platform core operation and any plug-ins registered for synchronous execution are executed immediately. Synchronous plug-ins that are registered for the event are executed in a well-defined order. Plug-ins registered for asynchronous execution are queued by the Asynchronous Queue Agent and executed at a later time by the asynchronous service.

Regardless of whether a plug-in executes synchronously or asynchronously, there is a 2 minute time limit imposed on the execution of a (message) request. If the execution of your plug-in logic exceeds the time limit, a System.TimeoutException is thrown. If a plug-in needs more processing time than the 2 minute time limit, consider using a workflow or other background process to accomplish the intended task.

Monday, August 8, 2011

GetGlobalContext on MS CRM 2011

GetGlobalContext is a very good feature(function) given by MS in ms crm 2011.
Use the GetGlobalContext function when programming with Web resources to gain access to context information.
The GetGlobalContext function returns the same context object found in the Xrm.Page.context. When programming in a form, use Xrm.Page.context.

When you need context information outside a form, include a reference to the /webresources/ClientGlobalContext.js.aspx page in an HTML Web resource.

The context provides access to the following functions:

getAuthenticationHeader: Returns the encoded SOAP header that you need to use Microsoft Dynamics CRM 4.0 Web service calls using Jscript.

getOrgLcid: Returns the LCID value that represents the Microsoft Dynamics CRM Language Pack that is the base language for the organization.

getOrgUniqueName: Returns the unique text value of the organization’s name.

getQueryStringParameters: Returns an array of key value pairs representing the query string arguments that were passed to the page.

getServerUrl: Returns the base server URL. When a user is working offline with Microsoft Dynamics CRM for Microsoft Office Outlook, the URL is to the local Microsoft Dynamics CRM Web services.

getUserId: Returns the GUID value of the SystemUser.id for the current user.

getUserLcid: Returns the LCID value that represents the Microsoft Dynamics CRM Language Pack that is the user selected as their preferred language.

getUserRoles: Returns an array of strings that represent the GUID values of each security role that the user is associated with.


Sample:
<script src="../ClientGlobalContext.js.aspx">
function getServerPath(){
var context = GetGlobalContext();
var serverUrl = context.getServerUrl();
}
</script>


Thursday, August 4, 2011

how to colapse and expand tabs dynamically in ms cmr 2011

we can collapse or expand the tabs in design mode by clicking the checkbox expand this tab by default as high lighted in image.

this also can be done dynamically as follows
1. get the tab object
var objTab = Xrm.Page.ui.tabs.get("<tabName>");
2.now call the expand and collapse state
objTab.setDisplayState("expanded"); // to expand
objTab.setDisplayState("collapsed"); // to collapse

hope this helps...

Wednesday, August 3, 2011

Restrict(hide) dashboard and chart for users in ms cmr 2011


i had one request from a set of user (depends the role) where they do not want the chart component as in the image, in right hand side of each main grids.
Note: as we know this is a best feature in ms crm 2011. and these users came from ms crm 4.0 to ms crm 2011, so they do not need it also. these are just users having low roles.
its very simple to do so in ms crm 2011 in the access matrix.
just login as system admin, go to roles and open the role u r targeting the users.
then go to Core Records tab -> see User Chart and User Dashboard will be selected as user level access. just deselect that,
then you are done.

hope this will help if anyone is googling with out going there. ;)




Working with Microsoft Dynamics CRM 2011

Maximum number of rows for am iFrame in MS CRM 2011

while i was upgrading from ms cmr 4.0 to ms crm 2011 , i got to know one diierent in between ms crm 4.0 and ms crm 2011.
in iFrame the maximum number of rows they have given in ms cmr 4.0 was 50 where as its 40 in ms cmr 2011.

hope this siff will help some one if the for UI is rendring in diffrent manner like more spaces in between two controlls.

Working with Microsoft Dynamics CRM 2011

Monday, August 1, 2011

User accesible issue in ms crm 2011

i faced one issue, that the user in MS CRM is unable to log in, its showing you do not have sufficient permission to view these records.
Even if the user is in enabled list.
i also can disable and enable the user, still the user cud not logged in.

OBSERVATION
May be the user has been deleted from the AD and after that again created.

WORK AROUND
What i did is, i just opened the user in crm , then i changed the same to another user, which is not in ms crm, suppose a temp user.
Then i tried to log in using the temp user, i am able to login.
Then what i did is, i swaped back from temp user to the actual user.
Then the actual user was able to login.
This works,
hope this will help somebody really...

Working with Microsoft Dynamics CRM 2011