Monday, October 22, 2012

Chart Component Details(create,import,export) MS CRM 2011

Create and Configure System Charts
System charts are organization-owned charts and cannot be assigned or shared.
1.       In the Navigation Pane, click Settings.
2.       Under Customization, click Customizations.
3.       In the Customization area, click Customize the System.
4.       Under Components, expand Entities.
5.       Expand the name of the entity for which you want to create or edit a chart, and then click Charts.
6.       To create a chart, on the Actions toolbar, click New.
- OR -
To edit a chart, click More Actions, and then click Edit.
The Chart Designer opens.
7.       In Record Type View, select a view that you want to use for the chart.
By default, the default view for any record type is displayed in this list. The view selection determines the data for the chart. For example, if you select My Open Accounts as the Record Type View, the chart displays only the data for the open accounts.
8.       Format the chart.
The purpose of this step is to specify the type of chart, and how the data is displayed in the chart.
1.                  Specify which data to display on each axis:
a.                              In the first drop-down list under Legend Entries (Series), select a field to display on the series axis.
b.                              In the Aggregate drop-down list, click the option by which you want to group the field you selected in Legend Entries (Series).
For non-numeric fields, you can only select Count: All or Count: Non-empty. For numeric fields, you can select one of the following aggregation options: Count: All, Count: Non-empty ,Avg, Max, Min, or Sum.
Important
·                                                                NULL values are not considered for computing minimum, maximum, and average of data. However, zeros (0) are considered. For example, if you have the following data:
Topic
Potential Customer
Established Value
Opportunity 1
Account 1
NULL
Opportunity 2
Account 1
250
Opportunity 3
Account 2
0
Opportunity 4
Account 2
250
The average for Account 1 is 250 because the NULL value was not used. The average for Account 2 is 125 because the zero was used.
·                                                                If the records that are used in generating the chart involve multiple currencies, the aggregated data for records used in generating a chart may not be consistent.
For example, you have two accounts, Account1 and Account2. The revenue specified at the time of creating the records for Account1 is 600,000 Indian rupees and Account2 is and 800,000 Japanese yen. The conversion rate when the records are created is 1:60 for the Indian rupees and 1:80 for the Japanese yen. When this revenue is converted to the base currency of US dollars, the revenue becomes 10000 for Account1 and 10000 for Account2.
If you add the amounts, the data in the base currency is 20,000 US dollars.
If the conversion rate changes to 1:40 for the Indian rupees and 1:75 for the Japanese yen, and the user’s default currency is Indian rupees, adding the amounts together in the chart is 800,000 Indian rupees (20000 US dollars ´ 40).
c.                               To create a chart with multiple series, click the Add a series icon , select another field to display on the series axis, and then select an aggregate option for that series.
Note
A multiple series chart can include up to five series items and only one category item.
d.                              To change the chart type for a series, select the series, click the Current chart type icon for that series, and then select a chart type.
e.                              To stack items in a chart, click the chart type, and then click Stacked or 100% Stacked. You can stack items only in a bar, column, or an area chart.
f.                               To display only top items on the chart, click the Top/Bottom Rules icon , then click the Top X Rule icon , and then click 3 or 5, or click Custom to specify a different number. For example, to display only the top three opportunities grouped by potential customers, click the Top/Bottom Rules icon , then click Top X Rule icon , and then click 3.
- OR -
To display only the bottom items on the chart, click the Top/Bottom Rules icon , then click the Bottom X Rule icon , and then click 3 or 5, or click Custom to specify a different number.
Notes
·                                                        When you apply the Top X or Bottom X rule in a chart, items are sorted on the series on which you have applied the top or bottom rule, and then based on the order, the top or bottom items are selected for that series and displayed in the chart.
·                                                        To clear top or bottom rules for a series, click the Clear Rules icon next to that series.
g.                              From the list under Horizontal (Category), select the field to display on the category axis.
h.                              To create a comparison chart with multiple categories, click the Add a category icon , and then select another field to display on the category axis.
Note
A comparison chart can contain only two category items and one series item.
i.                                For fields that are of the datetime type, click the option by which you want to group the field you selected as the category.
The chart is named based on the fields you chose for the series and category axes.
2.                  If you want to specify a different name for the chart, click the chart name to edit it.
3.                  Type a meaningful description for the chart. The description is useful to identify the purpose of the chart.
9.       Click Save.
Important
You can create and attach charts to only those record types in Microsoft Dynamics CRM that support the new ribbon interface in the Web application. This is because all of the chart controls are only present in the ribbon interface of Microsoft Dynamics CRM.
 
Export a system chart
You cannot create complex visualizations such as multi-series charts or comparison charts by using the Microsoft Dynamics CRM Web application. To create complex charts, export the chart, edit the chart definition file, and then import it back into Microsoft Dynamics CRM.
1.       In the Navigation Pane, click Settings.
2.       Under Customization, click Customizations.
3.       In the Customization area, click Customize the System.
4.       Expand the name of the entity that has the chart that you want to export, and then click Charts.
5.       Select the chart that you want to export and on the Actions toolbar, click Actions, and then click Export Chart.
6.       To open the exported chart definition file, click Open.
- OR -
To save the file, click Save.
 
Import system charts
You cannot create complex visualizations such as multi-series charts or comparison charts by using the Microsoft Dynamics CRM Web application. To create complex charts, export the chart, edit the chart definition file, and then import it back into Microsoft Dynamics CRM.
1.       In the Navigation Pane, click Settings.
2.       Under Customization, click Customizations.
3.       In the Customization area, click Customize the System.
4.       Under Components, expand Entities.
5.       Expand the name of the entity to which you want to import the chart, and then click Charts.
6.       On the Actions toolbar, click Actions, and then click Import Chart.
7.       On the Import Chart dialog box, click Browse to select the definition file of the chart that you want to import, and then click OK.
Note
When you import the definition file, Microsoft Dynamics CRM checks the chart definition file for the chart ID, chart name, and the file name in the same order.
If a chart with the same ID already exists in Microsoft Dynamics CRM, you are given the option either to replace the existing chart with a file or to save the chart that you are importing with a new name. If an ID is not specified in the chart definition file, Microsoft Dynamics CRM checks to see if a chart with the same name already exists. If a chart exists with the same name, you are given the option either to replace the existing chart or to save the chart that you are importing with a new name. If both ID and name are not specified, Microsoft Dynamics CRM checks to see if there is a chart with the name same as the file name. If a chart exists with the same name, you are given the option either to replace the existing chart or to save the chart that you are importing with a new name.
If there are two or more existing charts with the same name, you can only import a chart with a new name.
 
note: fetched from help of MS CRM 2011
Regards,
yes.sudhanshu

Sunday, October 21, 2012

MS CRM 2011 Plugin Sandbox Mode Security

SandBox Secured Mode
-------------------------
0. it runs as a separate service, so it has got its own space to execute the process
1. it has reduced functionalities and a Partial Trust process
2. on-premise CRM will allow you to run plugins in or out of sandbox mode (none), where as Online (Microsoft's hosted solution) will only run in sandbox mode
3.Access to the file system, system event log, certain network protocols, registry, Active Directory are prevented in the sandbox. However, sandbox plug-ins do have access to external endpoints like the Windows Azure cloud
Link:
1. http://msdn.microsoft.com/en-us/library/gg334752.aspx
2. http://wrightthisblog.blogspot.sg/2012/04/dynamics-crm-2011-plugin-sandbox-mode.html

Regards,
yes.sudhanshu

Tuesday, October 9, 2012

The Related Entity has already been configured with a parental relationship or a relationship behaviors cascade in MS CRM 2011

while i was creating relationship i got the below error...
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Entity: mccy_charitystatusapplication is parented to Entity with id: f01e8baa-c7f5-4ec3-b538-5a3eed8527f6. Cannot create another parental relation with Entity: ContactDetail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ErrorCode>-2147192825</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
  <Message>Entity: mccy_charitystatusapplication is parented to Entity with id: f01e8baa-c7f5-4ec3-b538-5a3eed8527f6. Cannot create another parental relation with Entity: Contact</Message>
  <Timestamp>2012-10-10T03:23:52.7124266Z</Timestamp>
  <InnerFault i:nil="true" />
  <TraceText i:nil="true" />
</OrganizationServiceFault>

 
What was d misatke is, i ahve already cerated one "Parental" relationship with one more entity..
so as per the message its very clear that we can only create one "Parental" relationship for one entity.
(but we can have each one for 1:N and N:1). (this also follows the nature as one kid can have only one parent :P).
 
below is the details for Parental Relationships...
Parental Entity Relationships
Each pair of entities that are eligible to have a 1:N relationship can have multiple 1:N relationships between them. Yet only one of those relationships can be considered a parental entity relationship.
A parental entity relationship is any 1:N entity relationship where one of the cascading options in the Parental column of the following table is true.
Action
Parental
Not Parental
Delete
Cascade
RemoveLink
Restrict
Share
Cascade
UserOwned
Active
NoCascade
Unshare
Cascade
UserOwned
Active
NoCascade
Assign
Cascade
UserOwned
Active
NoCascade
Reparent
Cascade
UserOwned
Active
NoCascade
Each referencing entity in a 1:N entity relationship has one referencing attribute where the relationship can be considered parental.
For example, if you create a new custom entity and add a 1:N entity relationship with the account entity where your custom entity is the referencing entity, you can configure the actions for that entity relationship to use the options in the Parental column. If you later add another 1:N entity relationship with your custom entity as the referencing entity you can only configure the actions to use the options in the Not Parental column.
Usually this means that for each entity pair there is only one parental relationship. There are some cases where the referencing attribute on the referencing may include a reference to more than one type of entity.
For example, the Opportunity entity has a referencing attribute called customerid where a reference to either a contact or account record may be stored. There are two separate parental 1:N entity relationships in this case.
Any activity entity, for example, a task, fax, phone call, and so on, has a similar set of parental entity relationships for entities that can be associated using the regardingobjectid referencing attribute.
 
Regards,
Sudhanshu 
 

Thursday, October 4, 2012

The default Values for Field Level Security and Auditing for the Attributes in MS CRM 2011

just the below observation in ms crm 2011 respect to the 'Field Level Security' and 'Auditing' ...
when we create the attributes or the system attributes the default values for the ablove two are different ...

1. for custom attributes...(except lookups created by N:1 relationship)...

Field Security : Disabled
Auditing : Enabled


2. for System attributes...(like createdby, createdon etc)...

Field Security : Disabled
Auditing : Disabled


3. for custom attributes...(lookups created by N:1 relationship)...

Field Security : Disabled
Auditing : Disabled

Regards,
yes.Sudhanshu

Error While importing Global Optionsets in ms crm 2011

while i was importing a solution in ms crm i got some error.
what i was doing is, i  was importing the Global Optionsets which were present in other Organization.
dono what was the issue.
also i tried to import a fresh solution, but i inserted the XML, which will create the global optionset and put the values for me. still i got failed...
so then i just created the name (withput inserting the option values), then created the solution and exported.
then updated the option values in the customization.xml file and then imported,

this time it worked...

do not know, if its am bug or what, but i got this work around to save my time, even though i spend some time to get it...

regards,
yes.Sudhanshu
 

You have exceeded the maximum number of 200 characters in this field; it will be truncated. in Description Field MS CRM 2011

While i was mentioing the Description in MS CRM i got the below alert....
"You have exceeded the maximum number of 200 characters in this field; it will be truncated." with OK and Cancel button , below in the screenshot...
you might be thining what is the stupid requirement of Description is more than 200 characters...
atcually i was just putting the Optionset values in the description so that it will have the Label and Value mapped...

Work around

what i did to make the description be stay as more than 200 chars is...
once the alert will come, if you will click OK , then it will trunckate till 200 chars... if you click Cancel , then it will be the full string even if more than 200 chars.... then Save...
so this way you can just keep your description....
Hope this will help someone, who has stupid requirement like mine,,....

Regards,
yes.sudhanshu