Wednesday, September 28, 2011

Web Resource HTML in MS CRM 2011

most of us used to use the HTML, aspx etc pages in MS CRM 2011.
the issue comes here is, if there is referrence to any image,css,javascript etc.
main thing is all the above needs to be uploaded as web resources and use it, else the referrence path will be the issue...
for more on it please follow Html referrence .

lets us see the following scenario...
suppose i have created a WebResource of HTML names "new_TestHTML"
before this i have uploaded an image as WebResource of JPEG names "new_JPEG"
I want this image to show in the html page.
so my code in the html will be as follows to refer the image

<img src="/WebResources/new_JPEG" alt="Test image" />

this will load the image....

Thursday, September 22, 2011

'Xrm.Page.data.entity.attribute.get(...)' is null or not am object

sometimes if you will get error like 'Xrm.Page.data.entity.attribute.get(...)' is null or not am object
make sure the following things...
1. you have the attribute name in th form
2. make sure the spelling is correct
3. make sure its not case sensitive as "CaseType" is not same as "casetype"
4. also make sure that there no space at the end "casetype " is not same as "casetype"
 i faced this minor issue.
hope this will help someone to figure it out...

in MS CRM 2011 we have two things if we will create an attribute
1. Display Name
2. Name
 but in the fields list you will find three things as follows
1. Name
2. Schema Name (Extra)
3. Display Name

The Difference between the Name and Schema Name is as follows
### If you have given the Field Dispaly Name as "Test" then the Name will display as "new_Test".
So your things will as follows after you saved it
1. Name : new_test
2. Schema Name (Extra) : new_Test
3. Display Name : Test
### If you have given the Field Dispaly Name as "Test" then the Name will display as "new_Test", but u changed it to "new_test", then
So your things will as follows after you saved it
1. Name : new_test
2. Schema Name (Extra) : new_test
3. Display Name : Test
Okei now one more catch, related to the Entity Name scenario
If i use "mcys_Name" in my Query for entity "mcys_aptype", i get an exception as image
So its highlighting the entity as "mcys_APType".

then if  i use the enity name as "mcys_APType" in the query i got the exception as image
so it highlights the entity was not found

thanks,
yes.sudhanshu

Friday, September 9, 2011

Insufficient permission, Principal user (Id=XXXXXXXXXXXXXXXXX, type=X) is missing prvReadAttributeMap privilege (Id=XXXXXXXXXXXXXXXXX) at Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal()

The following exception "Insufficient permission, Principal user (Id=XXXXXXXXXXXXXXXXX, type=X) is missing prvReadAttributeMap privilege (Id=XXXXXXXXXXXXXXXXX) at Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal()"

this i have faced while clicking "add new record" from a sub-grid in any of the forms.
i got the error "insufficient permission".
after seeing the eventviewer i got the exception message "Principal user (Id=XXXXXXXXXXXXXXXXX, type=X) is missing prvReadAttributeMap privilege (Id=XXXXXXXXXXXXXXXXX) at Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal()".

to solve it just give atleast read permission to "Attribute Map" in customization tab of the security role as in the image.




Thursday, September 8, 2011

how to change logo in MS CRM 2011

here i will show two ways of doing it in different sizes...

1st way
1st i would like to say its unsupported.
Still customers and clients needs to see their own logo in crm.
It was very easy in MS CRM 4.0 to achieve, ny just replacing the logo in ms crm imgs folder.

But in MS CRM 2011, if you will do the same, it will very small logo as the image is very small.
also the same will come all throw out the forms, i ean each and every windows of CRM.

So 1st i will say how to get own logo.

Here the logo can be fit in between the tabs and the org details as shown in the figure.
Just open your main.aspx from the CRM installed directory
 and add the below line of code just before </body> tag
 
 <div id="logo" name="logo" style="position:relative; top:1px; left:37%; z-index:100; filter: alpha(opacity=100); border:0; outline:none; ">
              <img src="/_imgs/LeftHeaderV4.jpg" width="24%" height="85%" alt="logo desc" title="logo desc"/>
 </div>
 make sure you have the logo image in the _imgs folder.
also here you may have to make your logo height and width as per the available space.

 Now we will make sure, the specified logo will come only for the specified organisation.
 onbody load call the following function

 function _adjustLogoDiv() {

             var _URL = window.location.toString();

             if (_URL.indexOf('OrgName') > 0) { //to check it only for OrgName

                 document.getElementById("logo").style.display = 'block';

             }

             else { // this is if any other Organization rather than OrgName

                 document.getElementById("logo").style.display = 'none';

             }

             //like this you can also change the image src for othe rorganisations

 }

 Again i am telling this is unsupported.

 hope this helps for few of my frnds who wants to impress their customers and client by showing their own logo.

2nd way

here you can fill the header with your logo as shown...

just open the main.aspx and do the followings
in the body tag, u will find the <div id="crmTopBar" class="...." runat="server">
just remove the class and add a style attribute as follows
<div id="crmTopBar" style="background-image: url(<image path>);" runat="server">

then onload call the following function to hide th small crm logo
function hideLogo(){
var imgTag = document.getElementById("crmUserInfo").childNodes[1];
imgTag.style.display = "none";
imgTag.height = "0";
imgTag.width = "0";
}

write the above in the javascript tag and call from body onload event,

3rd way

Here only you can change the right side image in the header just by replacing the original image.
the image is present in the folder crm installed folder/_imgs/theme/Outlook14Silver/Masterhead.png
just put your logo there in that name, then you are done.
but this will reflect all the organizations........

then you are done....

 cheers!!!

Microsoft Dynamics CRM 2011 Administration Bible
Working with Microsoft Dynamics CRM 2011
Microsoft Dynamics® CRM 2011 Step by Step (Step by Step (Microsoft))



Sunday, September 4, 2011

Conditional Formatting on MS CRM 2011 Outlook client

MS CRM 2011, outlook ahs a very good feature to view records with some conditions.
Users can easily change system views, create views with
conditional formatting, and use common Microsoft Outlook features within the
Microsoft Dynamics CRM interface within Microsoft Outlook.

Steps

1. Open the Microsoft Outlook client.
2. From the Microsoft Outlook window, click
Cycles
3. Expand
4. From the
the window.
5. Click
navigational ribbon.
6. From the
click
7. On the
8. In the
9. On the
and the
10. On the
11. On the
12. Click
13. From the menu, select
14. From the
the
15. Click
16. Click
Conditional Formatting window, click Add.Name field, type Hot Opportunities. Click Font.Font window, select Bold as the Font Style, 12 as the Size,Color as Maroon. Click OK.Conditional Formatting window, click Condition.Filter window, click the Advanced tab.Field then select User-defined Fields in Folder.Probability.Condition drop-down, select Is At Least and type 75 inValue field. Click Add to List then click OK.OK on the Conditional Formatting window.OK on the Advanced View Settings: Open Opportunities
window.
17. Notice on the
with a probability equal to or greater than 75% are bold with a
maroon color.

thats it, no need of any plugin or javascript of any css required.
Users can get this benefit by them selves...


Open Opportunities view that the sales opportunities
Adventure Workson the left navigational pane.Sales and select Opportunities.Open Opportunities view, click the View tab at the top ofView Settings located in the Current View Group on theAdvanced View Settings: Open Opportunities windowConditional Formatting.

changed OrganizationUnitId to BusinessUnitId in MS CRM 2011

in MS CRM 2011, OrganizationUnitId has been changed to BusinessUnitId .
If you are using the same in your SP, Trigger or custom applications, all there you need to change.
this is what i have faced.

Thanks.

Friday, September 2, 2011

how to hide the Get CRM for Outlook button on web client in MS CRM 2011

suppose you want to hide the button "Get CRM for Outlook ", as in picture, in MS CRM 2011,
its can be done with the settings in MS CRM 2011.

just log in as administrator, go to
Settings >> Administation >> System Settings >> Outlook tab >> Set whether users see "Get the Outlook client" in the Message Bar, make that No, as in image

and refresh your page
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WebResources missing from the Solutions in MS CRM 2011

This is my experienced i have faced.
If you are creating a solution which includes the Web resources, this solution does not contain your conents of the web rsources.
if you want to change anything(likeIP or any port number), you need to go to each web resources and open indivodually and do the changes.

thanks.

Microsoft Dynamics CRM 2011 Administration Bible

Microsoft Dynamics® CRM 2011 Step by Step
Microsoft Dynamics CRM 2011 Unleashed

Thursday, September 1, 2011

Could not load all ISAPI filters for site 'MICROSOFT DYNAMICS CRM'. Therefore site startup aborted.

i was installing MS CRM 2011 for an environemnt where MS CRM 4.0  was there.
i just uninstalled and tried to install the MS CRM 2011.
OS was fine for MS CRM 2011, as it was 2008 R2.
installation was perfect, but while accessing the "default" org i got the server 500 error,Service Unavailable on my client browser.
when i tried to see the event viewer, i got the sequence of the following errors
1. Could not load all ISAPI filters for site 'MICROSOFT DYNAMICS CRM'.  Therefore site startup aborted.
2. ISAPI Filter 'C:\Program Files\Microsoft Dynamics CRM\Server\bin\DefaultAddonFilter.dll' could not be loaded due to a configuration problem. The current configuration only supports loading images built for a x86 processor architecture. The data field contains the error number. To learn more about this issue, including how to troubleshooting this kind of processor architecture mismatch error, see http://go.microsoft.com/fwlink/?LinkId=29349 (unfortunately the link is not working)

So the issue is mainly for the IIS website configured for.
1. make the dll configured to 64 instead of x86, disable 32 bit
2. make the website's default framework to 2.0
just run the following command from the command prompt, then you are done, if required restart your IIS,else server

1.make the dll configured to 64 instead of x86, disable 32 bit
cscript C:\inetpub\adminscripts\adsutil.vbs SET W3SVC/AppPools/Enable32bitAppOnWin64 0
servThis works for me, hope it sud for others.
2. make the website's default framework to 2.0
C:\Windows\Microsoft.NET\Framework64\v2.0.50727\aspnet_regiis.exe -i