Thursday, May 17, 2012

you can only perform this action for records of the same type in MS CRM 2011

while creating solutions, if you want to remove the Components form the solution.
if you want to remove the entities by selecting all.
you may get the below error alert.

"you can only perform this action for records of the same type".

this means you can delete Components of type, as entities or optionsets or webresources etc, but not mix of these.
so select the component type from the picklist in the top and then select and remove.

hope this helps.

thanks,
yes.sudhanshu

Wednesday, May 16, 2012

create a Microsoft Management Console (MMC) with the Certificates snap-in console that targets the Local computer certificate store

While doing CBA or IFD for MS CRM 2011, we need "create a Microsoft Management Console (MMC) with the Certificates snap-in console that targets the Local computer certificate store".

to create the MMC for the certificate please follow the below steps
1. From the Web server, click Start > Run
2. In the text box, type mmc and click OK
3. From the MMC menu bar, select Console (in IIS 5.0) or File (in IIS 6.0) and Add/Remove Snap-in then click Add
4. From the list of snap-ins, select Certificates and click Add
5. Select Computer account and click Next
6. Select Local computer (the computer this console is running on) and click Finish
7. In the snap-in list window, click Close
8. In the Add/Remove Snap-in window, click OK
9. Save the console settings for future use


thanks,
yes.sudhanshu

Sunday, May 13, 2012

The Microsoft Dynamics CRM Reporting Extensions Setup does the following

while installing MS CRM Reporting Extension what is does when we installed it...
The Microsoft Dynamics CRM Reporting Extensions Setup does the following:


1.     Installs Fetch and SQL data processing extensions on the Microsoft SQL Server Reporting Services server.

2.     Installs custom assemblies used by default reports and wizard reports on Microsoft SQL Server Reporting Services server.

3.     Creates default reports (SQL-based) for the default organization both on Microsoft Dynamics CRM Server 2011 and Microsoft SQL Server Reporting Services server.

The following table explains what reporting options will be available to you if you install Microsoft Dynamics CRM Reporting Extensions.

Installed?
What reports will work?
Default reports
Custom SQL-based reports
Fetch-based Wizard reports
Custom Fetch-based reports
No
Clean installation:
Will not be available.
§ Cannot be scheduled.
§ Can be uploaded and run if  Microsoft Dynamics CRM Server 2011 and SQL Server are installed on one computer or Trust for Delegation is configured.
Will not be available.
Cannot be uploaded and run.
Yes

Will be published for the default organization.
Can be uploaded and run.
Can be created, run, and scheduled.
Can be uploaded, run, and scheduled.

Important

Microsoft Dynamics CRM Reporting Extensions should not be installed on an instance of Microsoft SQL Server Reporting Services that is running under an account that is a member of the SQL Access Group. This can occur when Microsoft SQL Server Reporting Services is running under the same account as a Microsoft Dynamics CRM Server 2011 component. This configuration can make the system vulnerable to certain attacks. During installation, Setup detects this scenario. You can click Help for information about how to work around the issue.

Note that when you install Microsoft Dynamics CRM Reporting Extensions, you have the option of installing the component on a different server that is running Reporting Services. Therefore, by isolating Microsoft Dynamics CRM Reporting Extensions on a separate instance of SQL Server, which does not store the Microsoft Dynamics CRM databases, report performance may be improved.

thanks,
yes.sudhanshu

Friday, May 4, 2012

How to update status code and status reason for entity in ms crm 2011

normally we can chage the statuscode and statecode in plugin if we are having the Target Entity in our hand , by just passing the statecode and statuscode value we can do it.

how if we want to do it by using other way, means the query request.
there is special request object to maintain the stauscodes...
the code is as follows...

      // Create the Set State Request
                    SetStateRequest objSetStateRequest = new SetStateRequest();
                   
                    // Add entity refrence for which you want to set the status
                    // In Entity refrence first paramter is Entity name and second paramter is ENtity Id                  
                    objSetStateRequest.EntityMoniker = new EntityReference("new_mycustomentity", new Guid("{DBEC8A94-9DA7-E011-AA34-C95682B33448}"));
                    // Set State Value (Entity statecode/status code field value)
                    objSetStateRequest.State = new OptionSetValue(0);
                    // Set Status value (Entity statuscode/status reason filed value)
                    objSetStateRequest.Status = new OptionSetValue(449930002);
                    // Pass request to CRM Service execute method
                    crmService.Execute(objSetStateRequest);

hope this helps....

thanks,
yes.sudhanshu

Wednesday, May 2, 2012

How to Assign an activity or any other Record into Queue in MS CRM 2011

We generally know there is Queue concept in MS CRM 2011.
Ad we mostly can put the Activities and Case records to the Queue not all.
So if we have some scenario like, we are cerating some other records by using the Interfaces, so the owner will be the Admin credentilas we are using to create the records.

So to share the records ,we can park the records to the Queue(also we can create a Team and assign to it).

So to park in the Queue, we can not directly put in queue. To do so we can create an activity on creation of the record and park the Activity record in the Queue by mentioning the Regarding filed as the Record.

Hmm, here yu can take any of the Activity types, or else better create your own activity for this, so other Acivities will not be disturbed.

You can create a new Queue for this also.

So create a workflow on creation of the Records.
Then create an Activity(may be custom one you have created earlier).

Now create an Queue Item, and click properties.
then select the Queue you have created earlier.
and in queue Item, click there and in Form Assistance in right side, select "Dynamic Values".
Next in looking for option, select the previous Activity you have created.

Next you will get the "Activity" and "Regarding" fields. So select the Activity and save and close.

now Activate the Workflow and try...

like this also u can park any acticities into Queue...
just you need to create the workflow in the create of the Acivity.

thanks,
Sudhanshu

Pending e-Mail warning prompt in MS CRM 2011


MS CRM 2011 is very well configured and sensitive with emails.

while accessing one of my dev server i got the prompt as soon as i hit the url.
You will get this message if CRM will not be able to send the emails as you have set it up, by using email router or outlook.

This was warning me that I had created emails in CRM but that CRM had not been able to send them. No surprise as I didn’t have any email set up but it is nice to know that if there is a problem Dynamics CRM will warn you and not leave you blissfully assuming that your business critical email had been sent when it hadn't.

if you are going for any demo and you do not want to face it, just follow the workaround...
append the "?skipNotification=1" to the end of the MS CRM URL.
if the normal url is ://main.aspx"http://<serverName>:<portNumber>/<orgName>/main.aspx
then use this instead of the above to get rid of the prompt
://main.aspx?skipNotification=1"http://<serverName>:<portNumber>/<orgName>/main.aspx?skipNotification=1
same as for online as well as onpremise.

thanks,
yes.sudhanshu

Tuesday, May 1, 2012

Setting Values for Lookup fields in MS CRM 2011

The following table describes five types of lookup fields.

Lookup Type Description
simple lookup
: Allows for a single reference to one type of entity.
customer lookup
: Allows for a single reference to either an account or contact record.
owner lookup
: Allows for a single reference to either a team or system user record.
partylist lookup
: Allows for multiple references to multiple entities.
regarding lookup
: Allows for a single reference to multiple entities.

The following apply when setting the value of a lookup using a query string arguments to a form:

  • For simple lookups you must set the value and the text to display in the lookup. Use the suffix “name” with the name of the attribute to set the value for the text.

    Do not use any other arguments.

  • For customer and owner lookups you must set the value and the name in the same way you set them for simple lookups. In addition you must use the suffix “type” to specify the type of entity. Allowable values are account, contact, systemuser, and team.

  • You cannot set the values for partylist or regarding lookups.
Sample
To set values for lookup fields, use the data value, the name value, and for customer or owner lookups only, specify the type value for the respective field. The following sample sets the owner field to a user named “Mark Folkerts”.
The unencoded value for the extraqs parameter is “ownerid={B8C6E040-656E-DF11-B414-00155DB1891A}&owneridname=Mark Folkerts&owneridtype=systemuser”.

thanks,
yes.sudhanshu