MS Dynamics CRM - Change Grid view background color

My client wants to change the grid view color based on the contact entity address type value is "Ship To". So i added a button in the contact entity "<ribbondiffxml>", but i didn't make it display, you can see there is no command in the "<displayrules>". I added new <customrule> to call the javascript("dns_contact") function ("BackGroundColorGrid") to change the color. Make sure you added jquery in your webresources.

Same way you can change color for the grid.

MS Dynamics CRM - Attach SSRS Report in Email Attachments

This blog will explain to call SSRS report, convert SSRS report content to HTML and place it in the body of the email, same SSRS report will convert to PDF and attached to the email.

It contains 2 class, one is email and call EmailAttachment() function to generate email. Second class name is ReportServerCredentials, it extends IReportServerCredentials, code at the end of blog.

using System.ServiceModel.Description;
using System.Security.Principal;
using System.Net;
using Microsoft.Reporting.WebForms;
using Microsoft.Xrm.Sdk;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Client;

MS Dyanmics CRM - Add Notes Attachment in Email

//See the previous blog about how to create new email

GUID emailID = CreateEmail(toUsers, ccUsers, subject, body);
//Pass contactID
Guid contactID = new Guid(paramValue);

private AddNotesAttachmentinEmail(GUID emailID, GUID contactID)
{
    using (XrmServiceContext xsContext = new XrmServiceContext(CRMServiceProxy))
    {
        var qry = from anno in xsContext.AnnotationSet
              where anno.contact_Annotations.contactid == contactID
              && anno.IsDocument == true
              && anno.MimeType != null
              select new
              {
              anno.Subject,
              anno.MimeType,
              anno.FileName,
              anno.DocumentBody
              };

        foreach (var rec in qry)
        {
        ActivityMimeAttachment ama = new ActivityMimeAttachment();
        ama.Subject = rec.Subject;
        ama.ObjectId = new EntityReference("email", emailID);
        ama.ObjectTypeCode = "email";
        ama.FileName = rec.FileName;
        ama.Body = rec.DocumentBody;
        ama.MimeType = rec.MimeType;
        CRMServiceProxy.Create(ama);
        }
    }
}

MS Dynamics CRM - Create Email

List<ActivityParty> ccUsers = CCUsers(string ccEmails);
List<ActivityParty> toUsers = DNSTeamUsers();

CreateEmail(toUsers, ccUsers, subject, body);

//Create Email address, email will be in Draft format.

private Guid CreateEmail(List<ActivityParty> toUsers, List<ActivityParty> ccUsers, string subject, string body)
{
    Guid orgid, userid;
    SystemUserEntity.WhoAmIResponse(out orgid, out userid);

    ActivityParty fromUser = new ActivityParty
    {
    PartyId = new EntityReference(SystemUser.EntityLogicalName, userid)
    };

    Email email = new Email();
    email.From = new ActivityParty[] { fromUser };
  
    if (toUsers!=null)
    email.To = toUsers.ToArray();
  
    if (ccUsers!=null)
    email.Bcc = ccUsers.ToArray();
 
    email.Subject = subject;

    email.Description = body;

    //Assign regarding    
    email.RegardingObjectId = new EntityReference(contact.EntityLogicalName, contactid);
   
    //connect OrganizationServiceProxy
    Guid emailGUID = CRMServiceProxy.Create(email);
    return emailGUID;
}

MS Dynamics CRM for Outlook Client - The server address (URL) is not a Microsoft Dynamics CRM Server

In Outlook Client, i clicked the Configure Microsoft Dynamics CRM for Outlook



i entered the server url, then press "Test Connection" button, i got the "Ther server address (URL) is not ac MS Dynamics CRM Server error. 

Migrating selected entities data from UAT MS Dynamics 2011 to PROD MS Dynamics CRM 2011

Migrating selected entities data from UAT MS Dynamics 2011 to PROD MS Dynamics CRM 2011

Recently i engaged a new project to migrating data from one CRM server to another CRM server for selected entities.
Challenging work is moving email related entity data to another CRM server.
Here i going to discuss only email related entity code work.

I did this work using both CRM service and direct sql update.

1) i created 2 service, let assume one is UAT and another is PROD

public static OrganizationServiceProxy U_CRMServiceProxy
{
    get
    {
    var uri = new Uri(U_URI);

    //Authenticate using credentials of the logged in user;      
    var cntCredentials = new ClientCredentials();
    cntCredentials.Windows.ClientCredential.Domain = Domain;
    cntCredentials.Windows.ClientCredential.UserName = U_User;
    cntCredentials.Windows.ClientCredential.Password = U_Pass;
    //cntCredentials.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;

    var serviceProxy = new OrganizationServiceProxy(uri, null, cntCredentials, null);
    //serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
    serviceProxy.EnableProxyTypes();

    return serviceProxy;
    }
}

Dynamics CRM 2011 Activities Code & Configuration

Dynamics CRM 2011 Activities Code & Configuration

1.Activities Code

//Added Service Reference, reference name is 'ServiceEmailAudit'

//Code to Create Activities, this will get input field and call webservice

using System;

using System.Activities;

using System.ServiceModel;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Workflow;

using System.Linq;

using DNS.CRM.Entities;

namespace CRM.EmailAudit.Activities

{

    public class GenerateDAEmail : CodeActivity

    {

        [RequiredArgument]

        [Input("Report Name")]

        public InArgument<string> iReportName { get; set; }

MS Dynamics CRM 2011 E-mail Router Configuration

1) Go to MS Dynamics CRM 2011 E-mail Router -> select MS Dynamics CRM 2011 E-mail Router Configuration Manager

2) Configure Incoming and Outgoing profile

#9628 - An error occurred while delivering the e-mail message with subject

Application Event Log

#9628 - An error occurred while delivering the e-mail message with subject "Subject Line CRMDEV:00170032" in mailbox email@yahoo.com for delivery to http://crmserver.ses.com/DNS/. System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: systemuser With Id = 03e6194a-c517-e211-b15b-0050568c5ad0 Does Not Exist (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).

This error will be display, if any duplicate E-mail Address existed in CRM records.
If yes then delete that record and verify is the issue persist.

select * from EmailSearchBase where EMailAddress = 'email@yahoo.com'

It will list all the email assigned entities.

Take the 'ParentObjectTypeCode' id passed to the below sql.
select * from entityview where ObjectTypeCode in (1,8,10117,2020)

Now verify the record exist or not, if delete it.

for example, EmailSearchBase table record list, 8 is system user
EmailAddress    ParentObjectId                ParentObjectTypeCode
email@yahoo.com    03E6194A-C517-E211-B15B-0050568C5AD0    8

select * from systemuser where systemuserid  = '03E6194A-C517-E211-B15B-0050568C5AD0'
there is no record in system user.

so i delete the entry from EmailSearchBase table.

Everything works perfectly, all the error stops.

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