Sunday, April 22, 2012

send error to microsoft message ms crm 2011, microsoft dynamics CRM has encountered and error, globally can set also in MS CRM 2011, 2013, 2015

sometimes we get a general popup and well know in MS CRM mentioned as "send error to microsoft message ms crm" and the screen as follows.






to solve it, just click in the "change error notification setting" and it will take the personal privacy tab  , then change as the following, if you do not want the prompt to come then do the follwing setting, it ll help if you are going for any demo or anything...

by default the "Ask me for Permission to send .. " is selected, so only the prompt comes.





"Never send an error report to ..." will prompt a different error message as side...

"Automatic Send an error report..." option will not ptompt at all and it will send the erorr to MS in background if its connected to internet. So here no prompt will come.
So for demo and if anything to hide these things, u can set like this.



Set this Globally
How can this be set Globally, cause the above is for each use and set in the Personal Options.
so to do it go to Setting-> Administration - > Privacy Preferences and check Specify the web application.... and then choose the option that you want...

thanks,
yes.sudhanshu

Tuesday, April 17, 2012

MS CRM 2011 Useful T00ls...

follow the below link which contains some more useful tools. thanks to "Darko Jovisic" for putting the things together... :)
http://everythingcrm.net/2012/08/16/revised-list-of-useful-dynamics-crm-2011-tools-utilities-scripts-controls/

1. CrmXpress OptionSet Manager For Microsoft Dynamics CRM 2011
The OptionSet Manager is a tool to manage all your Option Sets in your CRM 2011 system. It lets you create new Option Sets, update Options in existing Option Sets and delete Options. It supports both Local and Global types of Option Sets and also gives you the facility to import csv/excel file to bulk import options at once.

2. CRM 2011 JavaScript Model Generator
Generates JavaScript helper objects based on the fields, tabs, sections, and left navigation items that are currently on the specified entity form. Also caches XRM objects to optimize performance.

3. Dynamics CRM 2011 Script# Xrm.Page library
This is a Script# (scriptsharp) import library that you can use to write Dynamics CRM 2011 web resources easily and efficiently.

4. Web Resources Manager for Microsoft Dynamics CRM 2011
WebResources Manager for Microsoft Dynamics CRM 2011 makes it easier for developers and customizers to manage (create/update/delete/preview) their web resources.

5. CRM 2011 Un-managed Solution Bulk Export
Its very simple utility, opens with Windows Form.

6. Ribbon Workbench for Dynamics CRM 2011
Customising/editing the Dynamics CRM 2011 Ribbon has never been easier with the Ribbon Workbench for Dynamics CRM 2011. Unlike other editors available, the Ribbon Workbench allows you to perform a complete set of customisations that have only been possible up until now by hand editing xml.
The Ribbon Workbench is installed as a CRM 2011 solution and is available immediately from inside the Dynamics CRM user interface.

7. Metadata Document Generator for Microsoft Dynamics CRM 2011
Metadata Document Generator makes it easier for Dynamics CRM 2011 integrators to generate documentation about entities and attributes metadata.

You'll no longer have to write "by hand" these awful tables full of metadata information.
This tool can connect to all type of Dynamics CRM 2011 deployments.

8. Workflow Automation for Dynamics CRM 2011

9. Record Recovery by CRM Codex
Sounds intersting...

10. Shrpr Web Resource Editor for CRM 2011
Shrpr Web Resource Editor is an alternative for the tedious textbox you see when you open a Web Resource (Javascript, Html, Css) and open the Edit Content dialog for Dynamics Crm 2011.
While this is not a replacement for an IDE like Visual Studio, it gives you a much better experience for editing a Web Resource online.

11. CRM 2011 Views and Filters Toolkit
This toolkit is a collection of ready-to-use custom workflow activities to help manage views, filters, filter templates and local data groups in CRM 2011. The toolset contains the following custom workflow activities:

> DeleteSystemView: Delete a System View
> DeploySystemView: Deploy a System View
> DeployUserView: Deploy a Personal View
> InstantiateFilter: Instantiate Outlook and Offline filters for a user
> ResetUserFilters: Reset all Outlook filters for a particular user (online filters, offline filters or both)
> RetrieveView: Extract information about a System or Personal View
> SetFilterTemplateDefault: Set/Reset the IsDefault attribute for a Filter Template

12. Solution Import for Microsoft Dynamics CRM 2011
Solution Import for Microsoft Dynamics CRM 2011 makes it easier for developers and customizers of Microsoft Dynamics CRM 2011 to import a solution Zip file or a extracted solution folder to the server in one single operation.

13. Diagnostics Tool for Microsoft Dynamics CRM 2011 (CrmDiagTool)
Diagnostics Tool for Microsoft Dynamics CRM 2011 helps CRM developers and administrators to enable trace and devErrors on CRM server.

14. Microsoft Dynamics CRM 2011 SiteMap Editor
Microsoft Dynamics CRM SiteMap Editor provides a quick and easy way for users to update the site map through a user interface within Microsoft Dynamics CRM. Users will be able to immediately see the updated navigation pane when they publish the customizations. Users can use the Microsoft Dynamics CRM SiteMap Editor to edit the different elements of a site map XML and their corresponding attributes. There is also a drag-and-drop capability which allows the user to select a node and its sub-nodes and move it to a different location in the site map.

15. CRM 2011 Visual Ribbon Editor
Visual Ribbon Editor is a tool for Microsoft Dynamics CRM 2011 that lets you edit CRM ribbons. This ribbon editor shows a preview of the CRM ribbon as you are editing it and allows you to easily modify the ribbon without needing to completely understand the underlying XML schema.
Main Features:

* Connects to CRM Online or On-Premise (on-premise should work but hasn't been tested)
* Edit entity ribbons or application ribbons.
* View a preview of the ribbon while editing as it will look in CRM.
* Add new custom buttons to existing groups.
* Add new custom groups to existing tabs.
* Define button text, tooltip, images. and appearance.
* Define button actions, enable rules, and display rules.
* Hide system buttons.
* Quickly save the ribbon back to CRM

16. http://roleupdater.codeplex.com/
Role Updater for Microsoft Dynamics CRM 2011 makes it easier for CRM 2011 administrators and developers to add or remove privileges to multiple security roles in one operation.
You'll no longer have to open each security role and apply privileges one by one.

This application is compatible with OnPremise, Online and Claims based authentication deployments.

17. CRM 2011 User Settings Utility
CRM2011 User Settings Utility will makes it easier to update the user settings for multiple users from one location. Administrators can pick a group of users and set their default page , time zone, default calendar, records per pages,start and end time for a working day and email setting with few clicks.

18. MS CRM 2011 Pragma Toolkit: Ribbon, Sitemap Editor
This release contains Ribbon Editor and Site Map Editor.

It provides easy user interface to create custom buttons and add to CRM Ribbon without having to manually modify the underlying XML files. It also takes care of creating the solution and publishing it back to MS CRM 2011.

The SiteMap editor imports the solution and allows developers to add / modify custom menus in the CRM 2011 navigation pane using tree view there by avoiding the direct manual modification of the sitemap XML file.

These utilities improve the developer efficiency as well as eliminate the errors which occur in manual modification.

19. Ribbon Editor for Microsoft Dynamics CRM 2011
Ribbon Editor makes it easier for developers and customizers to edit Microsoft Dynamics CRM 2011 ribbons.
You'll no longer have to know by heart all ribbon capabilities to customize it.
You still have to understand how a ribbon work. This application is not a wizard, it is really an editor. There is no consistency checks until you try to import back the ribbon.

20. SiteMap Editor for Microsoft Dynamics CRM 2011
SiteMap Editor for Microsoft Dynamics CRM 2011 helps developer and customizers to configure the Site Map in a graphical way.

You'll no longer have to create solution, add component, export, update Xml and reimport the solution to update the SiteMap.

21. CRM 2011 Workflow Utilities
This project includes custom workflow activities for CRM 2011 which provide additional process steps for the following actions:
  • Delete record
  • Share or “unshare” a record
  • Insert hyperlink to a CRM record
  • Qualify lead (convert to account/contact/opportunity)
 22. Ribbon Browser for Microsoft Dynamics CRM 2011
This tool helps developer to browse ribbons in Microsoft Dynamics CRM.

It makes easier to identify ribbon controls properties.

23. CrmDiagTool 2011
Diagnostics Tool for Microsoft Dynamics CRM 2011 helps CRM developers and administrators to enable trace and devErrors on CRM server.

It also generates an HTML report file with information about the CRM deployment.

24. CRM 2011 OData Query Designer
The CRM 2011 OData Query Designer is a Silverlight 4 application that is packaged as a Managed CRM 2011 Solution. This tool allows you to build OData queries by selecting filter criteria, select attributes and order by attributes. The tool also allows you to Execute the query and view the ATOM and JSON data returned.

The look and feel of this component will improve and new functionality will be added in the near future so please provide feedback on your experience.
Latest Update 8th March 2011
1. Added dropdown list of available OptionSet values for a filter when of type OptionSet, Boolean, Status and State.
2. Attribute lists now show the UserLocalizedLabel Display Name instead of Schema Name.
3. Resolved issues with some attribute types not generating correctly when used in a filter.

25. LINQPad Plugin for Microsoft Dynamics CRM 2011
LINQPad Plug-in for Microsoft Dynamics CRM 2011 lets you use LINQPad tool to query Microsoft Dynamics CRM 2011 with the CRM LINQ provider shipped with Microsoft Dynamics CRM 2011 SDK.

26. CRM Migration Assistant

27. CRM 2011 Maintenance Job Editor
This utility is to be used for editing the CRM 2011 maintenance jobs which are automatically scheduled by the installation of CRM (examples include: reindexing job, workflow cleanup job, etc).
This applies to CRM 2011 OnPremise and Service Provider Edition - this does not apply to any version of CRM Online.
hope these t00ls will help guys...

thanks,
yes.sudhanshu


















WebResources Manager for Microsoft Dynamics CRM 2011


WebResources Manager for Microsoft Dynamics CRM 2011 makes it easier for developers and customizers to manage (create/update/delete/preview) their web resources.
download from here...

http://webresourcemanager.codeplex.com/

thanks,
yes.sudhanshu

Wednesday, April 4, 2012

How to update the Microsoft Dynamics CRM Web site port after you install Microsoft Dynamics CRM 4.0, MS CRM 2011

some times we need it as per the change in policy or something in companies...
so here you go as provided by Microsoft
its bit hectik but useful
http://support.microsoft.com/kb/947423

thanks,
yes.sudhanshu

"Error| Check FullTextRunningValidator : Failure: Service msftesql was not found on computer '[Computer_Name]'"

while doing installation MS CRM 4.0 in a weired environment where other applicatiosn were sharing the server and reporting server was installed in the same CRM server, got the below

Error message when the Setup program for Microsoft Dynamics CRM 4.0 performs a check in the Environmental Diagnostic Wizard (EDW): "Error| Check FullTextRunningValidator : Failure: Service msftesql was not found on computer '[Computer_Name]'".

As per the MS link hotfix 952601 in http://support.microsoft.com/kb/957053 , it just rounds in a loop and reaches to the rollups... but how to install rollups before installing the MS CRM.
This rollup will help , if the error has come while creating or importing new organosation.

if installing then, how?

1. make sure you are installing CRM by installling the updates
2.
CAUSE:
This error come from confilict between installing Microsoft Dynamics CRM 4.0 (Enterprise or Professional) with SQL 2008.
The msftesql is the "Microsoft SQL Server Full Text Indexing Service" which has a different name under SQL Server 2008.

SOLUTION:
- Run > Regedit
- HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services
- Rename MSSQLFDLauncher Folder to msftesql
- Reboot System
- Administrative Tools > Services > SQL Full-text Filter Daemon Launcher (MSSQLSERVER) and Check START Status
- if it does not start, then rename back to MSSQLFDLauncher  and start, then change to msftesql  and try to install MS CRM
- Rename back msftesql
now try to install MS CRM, it should pass it...

thanks,
yes.sudhanshu

Support for running Microsoft Dynamics CRM 4.0 together with Microsoft SQL Server 2008

while installing MS CRM 4.0 , need to check the things mentioned in the below link
if you are installing in a server where internet connection is not thr and also you are installing report server in the same where installing MS CRM.

http://support.microsoft.com/kb/957053

in the ablove it has mentioned how to get the updates and some known issues listed...

thanks,
yes.sudhanshu

System.Exception: Action Microsoft.Crm.Setup.Server.RSConfigAction failed. ---> System.ArgumentException: The specified path is not a metabase path. while installing MS CRM 4.0

while installing MS CRM 4.0 i faced the below error, even if all the environment check up has been passed.
below is the screenshot and the log for the same.
11:18:18|   Info| Executing Install action: Microsoft.Crm.Setup.Server.RSConfigAction
11:18:18|  Error| System.Exception: Action Microsoft.Crm.Setup.Server.RSConfigAction failed. ---> System.ArgumentException: The specified path is not a metabase path.
Parameter name: path
   at Microsoft.Crm.Setup.Server.Utility.IIsUtility.ConvertMetabasePathToDirEntryPath(String path, String machineName)
   at Microsoft.Crm.Setup.Server.Utility.IIsUtility.StartWebSite(String metabasePath, String machineName)
   at Microsoft.Crm.Setup.Server.Utility.IIsUtility.StartWebSite(String metabasePath)
   at Microsoft.Crm.Setup.Server.RSConfigAction.Do(IDictionary parameters)
   at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo)
   --- End of inner exception stack trace ---, Error, AbortRetryIgnore, Option1

Solution

This happens, if the CRM and reporting service has been installed in the same server.
Here CRM installed searchs the reporting service in the IIS and its not present, as normally the Reporting Service runs from DB.

“The specified path is not a metabase path.” Platform Error: System.Exception: Action Microsoft.Crm.Setup.Server.RSConfigAction failed.
This issue occurs when the path of Reporting Services does not exist on the server.
To work around this issue, create a Web site that runs on the same port and the same URL that the Reporting Services server is using. In SQL Server 2008 Reporting Services, IIS is not used for accessing reports. However, if Microsoft Dynamics CRM 4.0 is installed on the same server, Microsoft Dynamics CRM 4.0 must find a Web site that has the same URL to bypass the error. To verify the URL of Reporting Services, follow these steps:
Click Start –> click All Programs –> click Microsoft SQL Server 2008 –> click Configuration Tools –> and then click Reporting Services Configuration Manager.
Click connect to connect to your report server instance.
Click the Web service URL, and see what the report server Web service URL is. For example, the URL may be http://<srevername>:8181/ReportServer.
here it may work.
In Windows Server 2008, follow these steps:
Click Start, click Run, and then type inetmgr.
Expand the server name, right-click Sites, and then click Add Website.
Enter a name for the site, and then select a physical path. create a folder named "ReportServer" and refer to here.
Enter the port number of the report server Web service. For example, enter 8181.
Click OK.
make sure you did not configure any IP or no header config.
In Windows Server 2003, follow these steps:
Click Start, click Run, and then type inetmgr.
Expand the server name, right-click Web Sites, click New, and then click Web Site.
Enter a description for the site, and then click Next. enter "ReportServer"
Enter the port number of the report server Web service. For example, enter 8181, and then click Next.
Enter a path for the Web site, and then click Next. here just create a folder named as "ReportServer" and refer to this.
On the Permissions page, click Next.
 make sure you did not configure any IP or no header config.

thanks,
yes.sudhanshu

Tuesday, April 3, 2012

System.Exception: Action Microsoft.Crm.Setup.Server.InstallConfigDatabaseAction failed. ---> Microsoft.Crm.CrmArgumentException: Invalid domain name. Domain name is either invalid or unreachable. error while installing MS CRM 4.0, may be in MS CRM 2011

while installing MS CRM 4.0 i faced the below error, even if the environment check list were green and correct.

the screenshot and the logs are as follows

 15:59:53| Info| Installing Sql Jobs ...
16:00:15| Error| System.Exception: Action Microsoft.Crm.Setup.Server.InstallConfigDatabaseAction failed. ---> Microsoft.Crm.CrmArgumentException: Invalid domain name. Domain name is either invalid or unreachable. ---> System.ArgumentException: Invalid domain name. Domain name is either invalid or unreachable.
--- End of inner exception stack trace ---
at Microsoft.Crm.Admin.AdminService.ConfigDBSecurity.SystemUserService.GetCaseSafeName(String domain, String accountName)
at Microsoft.Crm.Admin.AdminService.ConfigDBSecurity.SystemUserService.GetCaseSafeName(String name)
at Microsoft.Crm.Admin.AdminService.ConfigDBSecurity.SystemUserService.Create(String name, Guid defaultOrganizationId)
at Microsoft.Crm.Setup.Database.StandardConfigSqlStrategy.AddInitialUser()
at Microsoft.Crm.Setup.Database.DatabaseInstallerBase.Install()
at Microsoft.Crm.Setup.Server.InstallConfigDatabaseAction.Do(IDictionary parameters)
at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo)
--- End of inner exception stack trace ---, Error, RetryCancel, Option1

Solution

i felt that i have not included the updates while installing, so tried to include these things by using the config files (follow How to install the updates required for MS CRM 2011, MS CRM 4.0 
then started installing and it worked for me...

thanks,
yes.sudhanshu

System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.IO.IOException: The network path was not found. Erro while installing MS CRM 4.0 or 2011

While installing MS CRM, i faced the error, even if i has passes  the environments properly.
below os the screen shot and the log for the same...
Updating registry keys...
17:58:24| Info| Executing Install action: Microsoft.Crm.Setup.Server.InstallDatabaseAction
17:58:24| Error| System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.IO.IOException: The network path was not found.
at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath)
at System.IO.File.InternalCopy(String sourceFileName, String destFileName, Boolean overwrite)
at System.IO.File.Copy(String sourceFileName, String destFileName, Boolean overwrite)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.CopyDbFiles(String sourcePath, String sourceFileName, String destFilePath, String destFileName, String& copyDestinationPath)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.AttachDB(Release r)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.installInternal()
at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase)
at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary parameters)
at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo)
--- End of inner exception stack trace ---, Error, RetryCancel, Option1

Solution
this error is very rare as oer MIcrosoft and its not publicly available.

1. use a local microsoft sql server instead of a remote SQL server (mostly people will not prefer this as they want multi server installation)
2.Temporarily share the Volume of the drive in SQL server to the server u r installing
so make it D$ instead of D:.
3. also check if the ports 445(TCP,UDP), 139(TCP), 135(TCP) and 137/138(UDP) are opened.

I did the 2nd one and it resolves my problem.
After installing it yu can remove the sharing.

by the above i also resolved one more issue with error :
"Error | Installer complete: OrganizationCreator - Error encountered
Error | Exception occured during Microsoft.CRM.Tools.Admin.OrganizationCreator : Action microsoft.crm.tools.admin.createdatabaseaction Failed."

thanks,
yes.sudhanshu

Monday, April 2, 2012

How to install the updates required for MS CRM 2011, MS CRM 4.0

Sometimes when installing the MS CRM(2011 or 4.0), this needs some updates and its recommened by MS, as attached in the image.

So if the serever is not connected to Internet, then it could not be updated.
Sometimes the installation passed succesfully and installed MS CRM.
But sometimes some weired errors will come.
I will share this in my next blog.

So to get the updates, we can use the config files and the start the installation in the command prompt.
the list of the updates required for Server,srsConnector,email router are as folllows
The following URLS are for x86-based platforms:
The following URLs are for x64-based platforms:
####################################################################
while downloading the above make sure about your version of OS 64 or 32
config file for server and command
save the below file in Server_Config.xml
<CRMSetup>
<Server>
<Patch update="true">D://Server_amd64_ENU.msp(downloaded from 1st link)</Patch>
<Server>
</CRMSetup>
command
SetupServer.exe /CONFIG folderpath\Server_Config.xml

like this the other two can be set up for srsConnector and the email Router
SrsConnector
save the below file in SrsConnector_Config.xml
<CRMSetup>
<srsdataconnector>
<Patch update="true">D://SRS_ENU_amd64.msp(downloaded from 1st link)</Patch>
<srsdataconnector>
</CRMSetup>
command
SetupSrsDataConnector.exe /CONFIG folderpath\SrsConnector_Config.xml

Exchange Router
save the below file in SrsConnector_Config.xml
<CRMSetup>
<Exchange>
<Patch update="true">D://SRS_ENU_amd64.msp(downloaded from 1st link)</Patch>
<Exchange>
</CRMSetup>
command
Setupexchange.exe /CONFIG folderpath\SrsConnector_Config.xml

hope this helps...

thanks,
yes.sudhanshu
ref: http://support.microsoft.com/kb/948917