Daynight

Wednesday, September 11, 2013

MS Dynamics CRM Web Services 2011

MS Dynamics CRM 2011 provides two Web services. These services can be used to identify your organization and to access MS Dynamics CRM data.

IDiscoveryService Web Service - A single MS Dynamics CRM installation can host multiple organizations on multiple servers. The IDiscoveryService Web service returns a list of organizations that the specified user belongs to and the URL endpoint address for each organization.
http[s]://< hostname[:port]>/XRMServices/2011/Discovery.svc

To access the IDiscoveryService Web service, use Microsoft.Xrm.Sdk.dll assembly -> Microsoft.Xrm.Sdk.Discovery namespace.
Use the Execute method to execute a discovery service message.
RetrieveOrganizationRequest - Retrieves information about a single organization.
RetrieveOrganizationsRequest - Retrieves information about all organizations to which the user belongs.
RetrieveOrganizationsResponse

IOrganizationService Web Service - The Web service for accessing data and metadata in MS Dynamics CRM 2011
Organization Service Methods - Create, Retrieve, RetrieveMultiple, Update, Delete, Associate ( create a link between two records), Disassociate, Execute

IOrganizationService Entities

Best Practices for Developing with Microsoft Dynamics CRM

Tuesday, September 10, 2013

Programming Models for MS Dynamics CRM 2011

Key programmability scenarios for MS Dynamics CRM 2011

Early-bound – MS Dynamics CRM 2011 uses an entity data model and Windows Communication Foundation (WCF) Data Services technologies to provide a new set of tools that interact with Microsoft Dynamics CRM. For example: an organization service context that tracks changes to objects and supports .NET Language-Integrated Query (LINQ) queries to retrieve data from MS Dynamics CRM. Early bound classes generated directly from the metadata, which include all customizations.
CrmSvcUtil.exe - CRM Dynamics 2011 Code Generation Tool

Improve PrincipalObjectAccess (POA) and AsyncoperationBase table performance in MS Dynamics CRM 2011

PrincipalObjectAccess (POA) table

Grant permission for a user to see/edit/delete a record in CRM.

Permissions are granted is through either Direct or Inherited shares.

Direct Shares are the user shares a record to another user or team through the 'share' button in the ribbon. These records will have a value in the AccessRightsMask colum of the POA table.

Inherited Shares are the result of a number of different configuration rules – such as the shares that cascade to an object based on the ownership of its parent record, Custom code that shares a record, or by the system due to relationship behaviors or system settings. These records will have a value in the InheritedAccessRightsMask colum of the POA table.

The shares granted on objects in CRM are stored in the PrincipalObjectAccess (POA) system table. Since almost every access to CRM data interacts with the POA table.

MS Dynamics CRM 2011 - Display Lists/Views Dynamically

Audit_matchlist.htm - HTML Page Code

This page will build fetchxml, display event list from event entity, matchtype option set, and bind the result in the frame.

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
    <meta content="text/html;charset=utf-8" http-equiv="Content-Type"/>
    <meta content="utf-8" http-equiv="encoding"/>
    <meta http-equiv="X-UA-Compatible" content="IE=EDGE" />
    <meta http-equiv="CACHE-CONTROL" content="NO-CACHE"/>
    <link href="/WebResources/dns_CSS/audit.css" rel="Stylesheet" />

    <script src="../ClientGlobalContext.js.aspx" type="text/javascript"></script>
    <script src="/WebResources/dns_JavaScript/Jquery1.4.1.min.js" type="text/javascript" language="javascript"></script>
    <script src="/WebResources/dns_JavaScript/Jason.js" type="text/javascript" language="javascript"></script>
    <script src="/WebResources/dns_JavaScript/advancedfindview.js" type="text/javascript" language="javascript"></script>
    <script src="/WebResources/dns_JavaScript/DataOperations.js" type="text/javascript" language="javascript"></script>
    <script src="/WebResources/dns_JavaScript/audit.js" type="text/javascript" language="javascript"></script>
    <script type="text/javascript">
        var ECMRole = CheckUserRole("ECM");

        //alert(window.location.href);

MS Dynamics CRM - Bulk Delete using XRM

Import

MSDynamicsCRM2011.DNS.Entities
microsoft.crm.sdk.proxy
microsoft.xrm.client
microsoft.xrm.sdk
System.ServiceModel
System.Data.DataSetExtensions

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using GCEntity = BT.CRM2011.DNS.Entities;
using System.ServiceModel.Description;

namespace CRM.Audit.BulkDelete
{
    class Audit
    {
        private BulkDeleteResponse _bdRes;
        private Guid _bdResID;
        private Guid _bdGUID;
        private ConditionExpression _conExp;

//Delete Method

        public void Delete()
        {
            SystemJob(GCEntity.dns_audit.EntityLogicalName, "Audit Bulk Delete - Code", _conExp);
            Console.WriteLine("Audit Deleted");
            SystemJob(GCEntity.Contact.EntityLogicalName, "Contact Bulk Delete - Code", _conExp);
            Console.WriteLine("Contact Deleted");
            Console.ReadLine();
        }

MS Dynamics CRM 2011 - Ribbon Drop Down Menu

This blog will guide you, how to create drop down menu from the ribbon. It contains one group or button ('Audit') ,2 drop down menu and their commands/actions.

1) Create a solution contains Application Ribbons and Site Map.

MS Dynamics CRM 2011 - EnableRule, ValueRule, OrRule & CustomRule in Ribbon Customizations

ValueRule - Enable the Custom button only when a specific filed on the form has a value.
For example, if the 'Email' field has value then the custom will be enable otherwise it will disable.

/RibbonDiffXml/RuleDefinitions/EnableRules/EnableRule/

EnableRule for mulitple fields, use 'OrRule', for example

EnableRule only works with Equal(=) condition, for different conditions (not equal) use 'InvertResult' attribute.

Refer the above id in the following location /RibbonDiffXml/CommandDefinitions/CommandDefinition/EnableRules

CustomRule - call a javascript function based on the result.

http://msdn.microsoft.com/en-us/library/gg334317.aspx
http://msdn.microsoft.com/en-us/library/gg328073.aspx
http://msdn.microsoft.com/en-us/library/gg309433.aspx

Thursday, August 29, 2013

Show Pipeline Custom Component in Visual Studio ToolBox

Show Pipeline Custom Component in Visual Studio ToolBox

Add the below code in the Project Build Events

"C:\Program Files (x86)\Microsoft SDKs\Windows\v7.0A\Bin\NETFX 4.0 Tools\GacUtil.exe" /i "$(TargetPath)" /f
xcopy "$(TargetPath)" "C:\Program Files (x86)\Microsoft BizTalk Server 2010\Pipeline Components" /d /y

MS Dynamics CRM 2011 - Paging Retrieve Multiple Records

QueryExpression query = new QueryExpression(Contact.EntityLogicalName);
EntityCollection coll;
query.PageInfo.PageNumber = 1;
query.ColumnSet = new ColumnSet("firstname", "lastname");
do
{
    int RecordId = 1;
    coll = CRMServiceProxy.RetrieveMultiple(query);
    foreach (Entity e in coll.Entities)
    {
        Console.WriteLine(query.PageInfo.PageNumber + " - " + RecordId + " - " + e.Attributes["firstname"] + " - " + e.Attributes["lastname"]);
        RecordId++;
    }
    query.PageInfo.PageNumber++;
}
while (coll.MoreRecords);

public static OrganizationServiceProxy CRMServiceProxy
        {
            get
            {
                var uri = new Uri(System.Configuration.ConfigurationManager.AppSettings["CrmOrganizationUri"]);

                //Authenticate using credentials of the logged in user;
                var cnt = new ClientCredentials();
                cnt.Windows.ClientCredential.Domain = System.Configuration.ConfigurationManager.AppSettings["CrmDomain"].ToString();
                cnt.Windows.ClientCredential.UserName = System.Configuration.ConfigurationManager.AppSettings["CrmUserName"].ToString();
                cnt.Windows.ClientCredential.Password = System.Configuration.ConfigurationManager.AppSettings["CrmPassword"].ToString();
                //cnts.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;

                var sp = new OrganizationServiceProxy(uri, null, cnt, null);
                sp.EnableProxyTypes();

                return sp;
            }
        }

Avoid Empty Nodes Using Table Looping Functoid in BizTalk

Avoid Empty Nodes Using Table Looping Functoid in BizTalk

You will find out lot of several posts to avoid empty nodes using Table Looping Functoid
My Flat Source File looks like this

SID

Name

Title

Sub1

Sub1Fee

Sub2

Sub2Fee

Sub3

Sub3Fee

Sub4

Sub4Fee

Sub5

Sub5Fee

Remark

ABCD

12.50

None

BCDE

DBA

13.50

15.00

Completed

Flat file converted to the XML (StudentIn.xml) using pipeline components

Mapping

DayNight

serving the solutions day and night

Pages

Wednesday, September 11, 2013

MS Dynamics CRM Web Services 2011

Tuesday, September 10, 2013

Programming Models for MS Dynamics CRM 2011

Improve PrincipalObjectAccess (POA) and AsyncoperationBase table performance in MS Dynamics CRM 2011

Friday, September 6, 2013

MS Dynamics CRM 2011 - Display Lists/Views Dynamically

Wednesday, September 4, 2013

MS Dynamics CRM - Bulk Delete using XRM

Tuesday, September 3, 2013

MS Dynamics CRM 2011 - Ribbon Drop Down Menu

Friday, August 30, 2013

MS Dynamics CRM 2011 - EnableRule, ValueRule, OrRule & CustomRule in Ribbon Customizations

Thursday, August 29, 2013

Show Pipeline Custom Component in Visual Studio ToolBox

MS Dynamics CRM 2011 - Paging Retrieve Multiple Records

Avoid Empty Nodes Using Table Looping Functoid in BizTalk

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