Thursday, February 26, 2015

Set custom icon for custom case origin (Case source) MS CRM 2015

here is a cool stuff in MS CRM 2015, you can add custom icons for custom case source rather than Phone Call, Web, email, Facebook, Twitter.
 the default values and icons for default labels are as below.

Label
Value
Icon
Phone
1
Email
2
Web
3
Facebook
2483
Twitter
3986

 how can you change for a custom value and a custom icon?
when you add a custom value in the option set (Global), this icon will be added automatically (if you do not mention specifically).
if you want to use your own, then follow the below steps and the precaution.
1. you must make the publisher's prefix to "new" for the solution you are working now. cause CRM looks for a specific pattern for the schema name. then you can change back to your own prefix after doing this change.
2.  you must have your own 16x16 pixel icon that you want to use for
3. add the custom value to the global option set Case Origin (note the index value). by default it will be 100,000,000. you can change to your required value. Keep note of this value.
4. now  create a web resource type png and upload this icon. the name must be in this format, "new_Incident_origincode_icon#.png" where # represents the value for the custom option index value. ex : for index value 100, the name will be new_Incident_origincode_icon100.png
5. save and publish the solution and create a case with your custom origin and see the icon there...
 
 hope this will help definitely...

Regards,
Yes.Sudhanshu

Tuesday, February 24, 2015

Thing you must know(consider) on Calculated Fields in MS CRM 2015

Here are few important (Really important) things must be known or considered about Calculated Fields in MS CRM 2015.

• Saved queries, charts, and visualizations can have a maximum of 10 unique calculated fields.
• The calculated field values are not displayed in the CRM Outlook Offline mode in the tile views or on entity main forms.
• A maximum number of chained calculated fields is 5.
• A calculated field can’t refer to itself or have cyclic chains.
• If you change one of the condition operators in a multiple condition clause, all of the condition operators will update to that condition. For example, in the clause IF (x > 50) OR (y ==10) OR (z < 5), if you change the OR operator to the AND operator, then all OR operators in the clause will become AND operators.
• You can access parental fields via the Lookup field to the parent entity, such as <LookupFieldName>.<FieldName>. This is not possible with multi-entity Lookup fields like Customer which can be Account or Contact. However, some entities have individual Lookup fields for a specific entity, such as ParentAccountid.<FieldName> or ParentContactid.<FieldName>.
• Sorting is disabled on:
 ◦ A calculated field that contains a field from a parent record.
 ◦ A calculated field that contains a logical field (for example, address field).
 ◦ A calculated field that contains another calculated field.
• Calculated fields can span two entities only.
 ◦ A calculated field can contain a field from another entity (spanning two entities – current entity and parent record).
 ◦ A calculated field can’t contain a calculated field from another entity that also contains another field from a different  entity (spanning three entities):
 (Current Entity)Calculated Field <- (Parent Record) Calculated Field 1 <- (Parent Record) Calculated Field 2.
• You can’t trigger workflows or plugins on calculated fields.
• You can’t change an existing simple field to a calculated field. If your current application is using JavaScript or plug-ins to calculate a field, you would not be able to use the calculated fields feature without creating a new field.

Regards,
Yes.Sudhanshu

All that basic concepts you want to know about Roll up fields in MS CRM 2015

here are the basic concepts that you want to know about roll up fields in MS CRM 2015...

In Microsoft Dynamics CRM, rollup fields are designed to help users obtain insights into data by monitoring key business metrics. A rollup field contains an aggregate value computed over the records related to a specified record, such as open opportunities of an account, or over the hierarchy of records in more complex scenarios. As an administrator or customizer, you can use the CRM user interface to define rollup fields.

The benefits and capabilities of rollup fields include the following:
• Visual editing is easy. You can create rollup fields by using the Field Editor, just like you do when you create a regular field.
• Wide selection of aggregate functions. You can aggregate data by using functions, such, as SUM, COUNT, MIN, or MAX.
• Full filter support for aggregation. You can set various filters for the source entity or related entity while setting multiple conditions.
• Seamless integration with the user interface. You can include the rollup fields in forms, views, charts and reports.
• Rollup fields are solution components. You can easily transport the rollup fields as components between organizations and distribute them in solutions.
• Rollup fields and the calculated fields are complementary to each other. You can use a rollup field as a part of the calculated field, and vice versa.

What happens when we cerate a roll up field?
Each Rollup field creates two accessory fields with <fieldname>_date and <fieldname>_state suffix pattern. The _date field is of the Datetime data type and _state field is of the integer data type. The _state field has the following values:
• 0 => NotCalculated. The field value is yet to be calculated.
• 1 => Calculated. The field value has been calculated per the last update time in _date field.
• 2 => OverflowError. The field value calculation resulted in overflow error.
• 3 => OtherError. The field value calculation failed due to an internal error. The following run of the calculation job will likely fix it.
• 4 => RetryLimitExceeded. The field value calculation failed because the maximum number of retry attempts to calculate the value was exceeded due to high number of concurrency and locking conflicts.
• 5 => HierarchicalRecursionLimitReached. The field value calculation failed because the maximum hierarchy depth limit for the calculation was reached.
• 6 => LoopDetected. The field value calculation failed because a recursive loop was detected in the hierarchy of the record.

Rollup calculations
The rollups are calculated by scheduled system jobs that run asynchronously in the background. You have to be an administrator to view and manage the rollup jobs. To view the rollup jobs go to Settings > System Jobs > View > Recurring System Jobs. To quickly find a relevant job, you can filter by the System Job type: Mass Calculate Rollup Field or Calculate Rollup Field.

• Mass Calculate Rollup Field is a recurring job, created per a rollup field. It runs once, after you created or updated a rollup field. The job recalculates the specified rollup field value in all existing records that contain this field. By default, the job will run 12 hours after you created or updated a field. After the job completes, it is automatically scheduled to run in the distant future, approximately, in 10 years. If the field is modified, the job resets to run again in 12 hours after the the update. The 12 hour delay is needed to assure that the Mass Calculate Rollup Field runs during the non-operational hours of the organization. It is recommended that an administrator adjusts the start time of a Mass Calculate Rollup Field job after the rollup field is created or modified, in such a way that it runs during non-operational hours. For example, midnight would be a good time to run the job to assure efficient processing of the rollup fields.
• Calculate Rollup Field is a recurring job that does incremental calculations of all rollup fields in the existing records for a specified entity. There is only one Calculate Rollup Field job per entity. The incremental calculations mean that the Calculate Rollup Field job processes the records that were created, updated or deleted after the last Mass Calculate Rollup Field job finished execution. The default maximum recurrence setting is one hour. The job is automatically created when the first rollup field on an entity is created and deleted when the last rollup field is deleted.
• Online recalculation option. If you hover over the rollup field on the form, you can see the time of the last rollup and you can refresh the rollup value by choosing the Refresh icon next to the field, as shown below:
 
Important things to consider (limitations)
◦ You have to have Write privileges on the entity and Write access rights on the source record on which you are requesting the Refresh. For example, if you are calculating the estimated revenue from the open opportunities of an account, you don’t have to have Write privileges on the opportunity entity, only on the account entity.
◦ This option is only available in the online mode. You can’t use it while working offline.
◦ The maximum number of records during the rollup refresh is limited to 50,000 records. In case of the hierarchical rollup, this applies to the related records across the hierarchy. If the limit is exceeded, you see an error message: “Calculations can’t be performed online because the calculation limit of 50,000 related records has been reached.” This limit does not apply when the rollup is automatically recalculated by the system jobs.
◦ The maximum hierarchy depth is limited to 10 for the source record. If the limit is exceeded, you see an error message: “Calculations can’t be performed online because the hierarchy depth limit of 10 for the source record has been reached.” This limit does not apply when the rollup is automatically recalculated by the system jobs.
NOTE:
As a system administrator, you can modify the rollup job recurrence pattern, postpone, pause or resume the rollup job. However, you can’t cancel or delete a rollup job. To pause, postpone, resume or modify the recurrence pattern, go to Settings > System Jobs. In View, select Recurring System Jobs. On the nav bar, choose Actions and select the action you want. For the Mass Calculate Rollup Field job, the available selections are: Resume, Postpone, and Pause. For the Calculate Rollup Field job, the available selections are: Modify Recurrence, Resume, Postpone, and Pause.
 
Regards,
Yes.Sudhnashu


Calculations can’t be performed online because the hierarchy depth limit of 10 for the source record has been reached. Roll up field, MS CRM 2015

in my previous post(http://ms-crm-2011-beta.blogspot.sg/2015/02/calculations-cant-be-performed-online.html) I have mentioned one more error same like this .

this error message "Calculations can’t be performed online because the hierarchy depth limit of 10 for the source record has been reached." comes cause there is also a limit for the hierarchy .
"The maximum hierarchy depth is limited to 10 for the source record. If the limit is exceeded, you see an error message: “Calculations can’t be performed online because the hierarchy depth limit of 10 for the source record has been reached.” This limit does not apply when the rollup is automatically recalculated by the system jobs."

Regards,
Yes.Sudhanshu

Calculations can’t be performed online because the calculation limit of 50,000 related records has been reached. Roll up Field refresh MS CRM 2015

While working with MS CRM 2015 roll up field (the cool feature), I got to get the below error while clicking the refresh image side to the field...
"Calculations can’t be performed online because the calculation limit of 50,000 related records has been reached."
this means as below....
if you are using roll up field and you are clicking the refresh the button and doing manually means this is called "Online Recalculation Option".
there is a limitation (may be for performance) for Online Recalculation Option (means manually refreshing)... but this does not have limit to this if it is automatically does...
"The maximum number of records during the rollup refresh is limited to 50,000 records. In case of the hierarchical rollup, this applies to the related records across the hierarchy. If the limit is exceeded, you see an error message: “Calculations can’t be performed online because the calculation limit of 50,000 related records has been reached.” This limit does not apply when the rollup is automatically recalculated by the system jobs."

Hope this will open some one's eyes... :P

Regards,
Yes.Sudhanshu

Monday, February 23, 2015

The Microsoft CRM Email Router service on Local Computer started and then stopped. Some services stop automatically if they are not in use by other services or programs.

Hi,

I got all my emails pending send in crm.
then while trouble shooting, I found the Email Router Service Agent is not running.
when I started running this. it throws me the below error message...
"The Microsoft CRM Email Router service on Local Computer started and then stopped. Some services stop automatically if they are not in use by other services or programs."
if you see the event log it will be something similar to below
"The E-mail Router service could not run the service main background thread.
The E-mail Router service cannot continue and will now shut down.
System.Configuration.ConfigurationErrorsException: The E-mail router service cannot access system state file Microsoft.Crm.Tools.EmailAgent.SystemState.xml. The file may be missing or may not be accessible. The E-mail Router service cannot continue and will now shut down. ---> System.Xml.XmlException: Root element is missing.
at System.Xml.XmlTextReaderImpl.Throw(Exception e)
at System.Xml.XmlTextReaderImpl.ThrowWithoutLineInfo(String res)
at System.Xml.XmlTextReaderImpl.ParseDocumentContent()
at System.Xml.XmlTextReaderImpl.Read()
at System.Xml.XmlLoader.Load(XmlDocument doc, XmlReader reader, Boolean preserveWhitespace)
at System.Xml.XmlDocument.Load(XmlReader reader)
at System.Xml.XmlDocument.Load(String filename)
at Microsoft.Crm.Tools.Email.Providers.ConfigFileReader..ctor(String filePath, ServiceLogger serviceLogger)
at Microsoft.Crm.Tools.Email.Providers.SystemState.Initialize(ServiceLogger serviceLogger)
at Microsoft.Crm.Tools.Email.Providers.SystemState..ctor(ServiceLogger serviceLogger)
at Microsoft.Crm.Tools.Email.Agent.ServiceCore.InitializeSystemConfiguration()
--- End of inner exception stack trace ---
at Microsoft.Crm.Tools.Email.Agent.ServiceCore.InitializeSystemConfiguration()
at Microsoft.Crm.Tools.Email.Agent.ServiceCore.ExecuteService()
"
Resolution
----------------
the file Microsoft.Crm.Tools.EmailAgent.SystemState.xml might have corrupted.....
1.       Take a back-up of “Microsoft.Crm.Tools.EmailAgent.SystemState.xml” file from C:\Program Files\Microsoft CRM Email\Service location in the server Email Router is installed.
2.       Delete the file
3.       Then restart the service, see how

Regards,
Yes.Sudhanshu

Monday, February 16, 2015

Import Data MS CRM 2015, 2013 with multiple columns with same name

Hi ,

while I was importing data by using OTB data import tool for MS CRM 2015, I found the below scenario.
I have 2 files with same display name (ofcuz schema name different).
take example, I have 2 fields called Language1 (for language spoken section) and one more Language1 (for Spoken/written section). you guys can say I can use different display names (yes I can), but I am highlighting the issue in the tool... no one can stop me using the same name rt?

so while importing the data, and when mapping the filed, I saw 2 Language1 fields as below screen....
but once I mapped one Language1 field, then the other I can't find..... see below screen...

is it a bug or what...?
but you better consider this...
you can vote in MS connect for this as well...

Regards,
Yes.Sudhanshu

Tuesday, February 10, 2015

Very Useful documents, white papers on MS CRM 2013

here is the link for all most all the documents, white papers from Microsoft...
thanks to Mr Shawn Dieken ...

http://blogs.msdn.com/b/crminthefield/archive/2013/12/26/microsoft-dynamics-crm-2013-white-papers-amp-technical-documentation.aspx

Microsoft Dynamics CRM 2013 Implementation Guide (Download)
Microsoft Dynamics CRM 2013 Implementation Guide (Online)
Microsoft Dynamics CRM 2013 Software Development Kit (SDK) (Download)
Microsoft Dynamics CRM 2013 Software Development Kit (SDK) (Online)
Training & Adoption Kit for Microsoft Dynamics CRM and Microsoft Social Listening
Microsoft System Center Management Pack for Dynamics CRM 2013
Microsoft Dynamics Marketing Spring '14 Resources
Microsoft Dynamics Marketing Spring '14 Software Development Kit (SDK)
Microsoft Dynamics provides retail solutions for Microsoft Store
Microsoft Institute Best Practice Experience: Dynamics CRM At Microsoft
Top 10 reasons to trust Microsoft in the cloud
Integration Guide: Microsoft Dynamics CRM Online and Office 365
Configuring Claims-based Authentication for Microsoft Dynamics CRM Server
Connector for Microsoft Dynamics installation guides
Explore enterprise social scenarios
Microsoft Dynamics CRM 2013 for E-mail Router Installing Guide for use with Microsoft Dynamics CRM Online
Social care Sample Application for Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14
Microsoft Dynamics CRM Online deployment, administration, and migration documentation
Manage Your Microsoft Dynamics CRM Online Subscription
Microsoft Dynamics CRM Automated Transition Planning Guide
Microsoft Dynamics CRM Transition Planning Guide for Enterprises
Microsoft Dynamics CRM Online Service Description
Deployment and Operational Guidance for Hosting Microsoft Dynamics CRM
Microsoft Dynamics CRM Online Data Migration to Microsoft Dynamics CRM on-premises
Microsoft Dynamics CRM 2013 Performance and Scalability Documentation
Integration Guide: Microsoft Dynamics CRM Online and Office 365
Process Enablement with Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2013 Logical Entity Relationship Diagrams
Manage Your Microsoft Dynamics CRM Online Subscription
Access Teams with Microsoft Dynamics CRM 2013
Scalable Security Modeling with Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2013 Performance Counters
Connectivity and Firewall Port Requirements for Microsoft Dynamics CRM 2013
Delivering an Extensible CRM Solution Using Agile Development
Using multi-tenancy in Microsoft Dynamics CRM 2013 to address challenges in enterprise business environments
Microsoft Dynamics CRM Online security and service continuity guide
Microsoft Dynamics CRM Online security and compliance planning guide

Monday, February 2, 2015

if you enable the hierarchy setting for this relationship, all rollup definitions that use the existing hierarchy will become invalid. Do you want to continue?

while creating and configuring Hierarchy in MS CRM 2015, if you get the below error...
 "if you enable the hierarchy setting for this relationship, all rollup definitions that use the existing hierarchy will become invalid. Do you want to continue?"
 
Check that you have already a relation that has been declared as Hierarchy.
by rule you can have only one and self relation hierarchy.
so use that in case create  a new....
 
hope its helpful.
 
Regards,
yes.Sudhanshu

Hierarchy Visualizations in MS CRM 2015 (new feature)

as all we know that the Hierarchy in new in MS CRM 2015.
this is to show a pictorial presentation on the records they are related.
NOTE: now its only with the entity, not across the entities. means only you can get only with in contact, account etc, but not in between contact <-> account.
can be done for custom entities as well.

here I will show you to enable for contact entity (OTB you can get account entity is enabled).

STEP 1: select the entity and do customization, I select here Contact.
create a 1:N self relationship to contact as below
ensure to select Yes in Hierarchy.
Use this relationship in STEP 2, while creating the Hierarchy.
STEP 2: Now create a Hierarchy in Contact as below

notice, you can have only one Hierarchy per entity, so only you donot see New button, but only edit button.
below as there is no Hierarchy records, so you see New button.

STEP 3: Now you can add the field in form, if user wants to enter data, if you fill the data programmatically and user doesnot want to see this, you can skip this step.

STEP 4: now you see the contact grid
ohooo... am sorry we donot see the hierarchy icon :(
this is cause we have no record yet with Parent Contact has value.... I was also got shocked by not getting the icon.
STEP 5: so now edit some records with Parent Contact has value..
then you see the icon side to the respective records...
STEP 6: once you click the hierarchy icon side to the record it will show you the full diagram....
 
STEP 7: Now obvious question, can I change the info that has been shown in the above STEP 6.
yes you can . while creating the Hierarchy in STEP 2, it will ask you the quick create form, either you sue any existing or create a new for your use... and here also you need select the self 1:N self relationship that you have created in STEP 1.
that's all.
 
few other things...
1. you can able to delete the hierarchy
2. as said hierarchy only works for self-relationship, but while creating relationship to other entities, you can able to select the Hierarchy to Yes as below, but it will throw the below error while saving.
 3. if you have one hierarchy and you are making another relationship as Hierarchy then you will get the below prompt.... "if you enable the hierarchy setting for this relationship, all rollup definitions that use the existing hierarchy will become invalid. Do you want to continue?"
 
 
hope this will help and give some understating....
 
Regards,
Yes.Sudhanshu