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Wednesday, May 29, 2013

Import Dynamics CRM 2011 Organization Service SOAP Protocol into BizTalk Server 2010

Import Dynamics CRM 2011 Organization Service SOAP Protocol to BizTalk Server 2010

1)Open Visual Studio 2010, Select File menu -> New -> Project -> 'Empty BizTalk Server Project'

2)Right click the project, Select Add menu -> 'Add Generated Items...'
 
3)Select 'Consume WCF Service', press 'Add' button


Thursday, May 16, 2013

Intellisense in Dynamics CRM 2011 Customizations using Visual Studio

Intellisense in Dynamics CRM 2011 Customizations using Visual Studio

Goto Visual Studio -> Select XML Tab -> Select Schemas...


'XML Schemas' window will be popup, Press 'Add' button to add crm sdk schemas

(CRM2011\sdk_5.0.9690.3339\schemas\)


Friday, May 10, 2013

CDC - Change Data Capture

 Change Data Capture (CDC) records insert, update and delete activity on the table data (Audit trail for table).


The source of change data for change data capture is the SQL Server transaction log.

Enabling CDC, 2 steps process - 1) Database Level and  2) Table Level

Database Level
Run the stord procedure "exec sys.sp_cdc_enable_db"
CDC has been enabled on the database level. It created couple of tables in the system folder
To enable this functionality, the user must be a server sysadmin role.

Tuesday, May 7, 2013

BizTalk

BizTalk Server is an enterprise service bus (ESB) that can connect/communicate to various business servers. Biztalk is MS Integration and connectivity server solution. It provides the following functions: Enterprise Application Integration, Business Process Automation, Business-To-Business Communication, Message broker, and Business Activity Monitoring. BizTalk connects diverse system.

Dynamics CRM Workflow

Dynamics CRM Workflow
Typical workflow actions include sending an email message, creating a task, and updating a data field on a record.
Dynamics CRM workflow uses the Windows Workflow Foundation framework for its core infrastructure.
Dynamics CRM workflow is Asynchronous Processing Service.
Dynamics CRM workflow processes in one of three ways: Manually by the user, Automatically from a trigger event & From another workflow
Workflow Process Security - Creating and editing workflow processes & Running workflow processes (Manual or Automatic).
Settings -> Process Center -> Processes

Create a workflow process
Enter a process name, select entity, select Workflow as the category and select new bank process, Press OK


Monday, May 6, 2013

Dynamics CRM Diagnostics Page

Use the diagnostics page to Capture Network Performance
http://<YourCRMServerURL>/tools/diagnostics/diag.aspx
click the Run button to start the tests.
This page is available for both CRM Online and OnPremise.
 http://www.microsoft.com/en-us/download/details.aspx?id=23261

Dynamics CRM 2011 - Globally Define Error Report Preferences

Dynamics CRM will throw error, like below the image.
If you receive a lot of errors like this while using Dynamics CRM 2011, you may already know that you can change your personal options to automatically send these error reports to Microsoft, or to never send this. This will mean those errors will not pop up on your screen anymore as they will automatically be handled.

Microsoft Dynamics CRM – Exporting more than 10,000 rows to Excel


Log into SQL Management Studio, OPEN CRM Database

update OrganizationBase set MaxRecordsForExportToExcel = 30000 where OrganizationId = ‘GUID of your organization’ 

Update through XRM

Organization organization = new Organization();
organization.Id = “your org id”;
organization.MaxRecordsForExportToExcel = 30000;
service.Update(organization);


Dynamics CRM - Change Contact Name Format

UPDATE contactbase SET fullname = ISNULL(lastname, ”) + ‘, ‘ + ISNULL(firstname, ”)

import file is too large to upload

UPDATE ServerSettingsProperties SET IntColumn =15 where  columnname=‘ImportMaxAllowedFileSizeInMB’ 

Increase Grid Page Limit

Open the UserSettingsBase table,  change the PagingLimi.

JSON Not Defined in IE

Use a standards doctype...
<!DOCTYPE html>
add the X-UA-Compatible meta tag/header...
<meta http-equiv="X-UA-Compatible" content="IE=EDGE" />

Friday, May 3, 2013

Team Foundation Server - The working folder is already in use by the workspace


C:\Program Files (x86)\Microsoft Visual Studio 11.0>tf workspaces
Collection: http://<ServerName>:8080/tfs/det_bbas
Workspace Owner               Computer  Comment
--------- ------------------- --------- ---------------------------------------
WorkSpaceName DomainName\LoginID DNS1234567

Collection: http://<ServerName>:8080/tfs/defaultcollection
Workspace Owner               Computer  Comment
--------- ------------------- --------- ---------------------------------------
WorkSpaceName LName, FName    DNS1234567

C:\>tf workspaces /computer:DNS1234567 /owner:* /format:detailed /server:http://<ServerName>:8080/tfs
 ===============================================================================
Workspace  : WorkSpaceName_TFS2012
Owner      : LName, FName
Computer   : DNS1234567
Comment    :
Collection : http://<ServerName>:8080/tfs
Permissions: Private
Location   : Local
File Time  : Current

Working folders:
 $/: C:\projects_tfs_2012

C:\>tf workspace /delete DNS1234567_tfs2012;svrsacc\kaderm /server:http://<ServerName>:8080/tfs
A deleted workspace cannot be recovered.
Workspace 'WorkSpaceName_tfs2012;svrsacc\kaderm' on server 'http://<ServerName>:8080/tfs' has 0 pending change(s).
Are you sure you want to delete the workspace? (Yes/No) yes

TFS tool - http://www.attrice.info/products.htm

http://msdn.microsoft.com/en-us/library/y901w7se.aspx

Differences between Dynamics CRM Workflows and Dialogs and Plug-ins

Differences between Dynamics CRM Workflows and Dialogs
WorkflowsDialogs
Can be either started by a user or can be automated.Must be started by a user.
Asynchronous processes, and no user input. background process.Synchronous processes, require user input, a wizard-like interface will popup
Triggers are supported for workflowsTriggers are not supported for dialogs.


Differences between Workflows and Plug-ins
Plug-in Workflow
Executes immediately before or after the core operation (synchronous).Can also be queued to execute after the core operation (asynchronous). Queued to execute after the core operation (always asynchronous).
Synchronous plug-ins can increase the platform’s response time because they are part of the main platform processing. Asynchronous plug-ins have less impact on server response time because the code is run in a different process. Less impact on server response time because the code is run in a different process.
To register a plug-in with the platform requires a System Admin or System Customizer security role and membership in the Deployment Administrator group. Users can interactively create workflows in the Web application. However, to register a custom workflow activity, the deploying user must have the same security roles as those required for registering plug-ins.
A plug-in registered for synchronous or asynchronous execution is restricted to complete its execution within a 2 minute time limit. Works well for either short or long processes.
Both online and offline are supported. Works when the Microsoft Dynamics CRM for Outlook client is offline Workflows do not execute when offline.
Plug-ins execute to completion. Plug-ins must be written to be stateless where no in-memory data is persisted. Workflows can be paused, postponed, canceled, and resumed through SDK calls or by the user through the Web application. The state of the workflow is automatically saved before it is paused or postponed.
Plug-ins can perform data operations on behalf of another system user. Workflows cannot use impersonation.


Differences between Background(Asynronous) VS Run-time Workflow
Real Time Workflow:
1. An RTW triggered on a particular event (e.g. Create, Update, Assign and Delete) can also be configured to run on demand. This will still run immediately once triggered rather than being queued to run at later point of time as an asynchronous workflow would.

2. Unlike an async workflow, when a real time workflow runs it can do so in the context of the workflow owner, or can be configured based on user who made changes to record.

3. RTW do not contain any delay or wait activities step.

4. CRM users must have organizational permission on the following two security levels to create and activate a real time workflow:

CRM provides an option to convert existing asynchronous workflows into real time workflows without the need to define any manual steps & vice-versa...

Asynchronous Workflow:
Asynchronous workflows do remain an important option for carrying out high volumes of processes which aren't time critical, for example creating activities or sending emails. In these examples the operation will take place without halting the user process.

Customize the CRM Ribbon

Ribbon used to perform actions and add custom controls.
Displays actions that are relevant to each area of the application as users access them.
Dynamics CRM provides RibbonDiffXml definitions for all ribbons in the application for you to customize.
You can access the default ribbon definitions in the SDK\SampleCode\CS\Client\Ribbon\ExportRibbonXml\ExportedRibbonXml folder - this will generate all the entities ribbons

<RibbonDiffXml>
    <CustomActions>
        <CustomAction Id="Mscrm.DashboardTab.Favorite.CustomAction" Location="Mscrm.DashboardTab.Groups._children" Sequence="101">
            <CommandUIDefinition>
                <MaxSize Id="Mscrm.DashboardTab.Favorite.MaxSize" GroupId="Mscrm.DashboardTab.Favorite" Sequence="101" Size="LargeMedium" />
                <Scale Id="Mscrm.DashboardTab.Favorite.Scale.Popup" GroupId="Mscrm.DashboardTab.Favorite" Sequence="3001" Size="Popup" />
                <Group Id="Dns.DashboardTab.Favorite" Command="Mscrm.Enabled" Template="Mscrm.Templates.Flexible2" Sequence="100" Title="$LocLabels:Mscrm.DashboardTab.Favorite.TitleText" Description="$LocLabels:Mscrm.DashboardTab.Favorite.DescriptionText">
                    <Controls Id="Mscrm.DashboardTab.Favorite.Controls">
                        <Button Id="Mscrm.DashboardTab.Favorite.EmpApp" Command="Mscrm.DashboardTab.Favorite.EmpApp.Command" Sequence="201" ToolTipTitle="$LocLabels:Mscrm.DashboardTab.Favorite.EmpApp.LabelText" LabelText="$LocLabels:Mscrm.DashboardTab.Favorite.EmpApp.LabelText" ToolTipDescription="$LocLabels:Mscrm.DashboardTab.Favorite.EmpApp.Description" TemplateAlias="isv" />
                    </Controls>
                </Group>
                 <Tab Id="Mscrm.Isv.Global" Command="Mscrm.Isv.Global" Description="Place" Title="Place" Sequence="2000">
                    <Scaling Id="Mscrm.Isv.Global.Scaling">
                      <MaxSize/ />
                      <Scale/ />
                    </Scaling>
                    <Groups Id="Mscrm.Isv.Global.Groups">
                      <Group/>
                    </Groups>
                      </Tab>
            </CommandUIDefinition>
        </CustomAction>
        <HideCustomAction />
    </CustomActions>
    <Templates>
              <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
    </Templates>
     <CommandDefinitions />
     <RuleDefinitions />
</RibbonDiffXml>

Dynamics CRM Using SQL Server Reporting Services

Dynamics CRM uses the Reporting Services reports that is the Report Definition Language (RDL)
Report entity contains standard security settings like other entities.

2 Report permissions - Publish Reports, Add Reporting Services Reports.

Run reports in one of 3 areas - Reports View (Workplace -> My Work -> Reports subarea), Entity Ribbon, Entity Form