CrmSvcUtil.exe - CRM Dynamics 2011/2013/2015 Code Generation Tool - Early Bound

CrmSvcUtil.exe command-line tool, called the Microsoft.Xrm.Client.CodeGeneration extension, which you can use to generate the data context and data transfer object classes for your Microsoft Dynamics CRM organization.

CrmSvcUtil.exe /codeCustomization:"Microsoft.Xrm.Client.CodeGeneration.CodeCustomization,Microsoft.Xrm.Client.CodeGeneration" /url:http://<Server_Name>/<Organization_Name>/XRMServices/2011/Organization.svc /username:uid /password:pwd /out:"CRMEntities.cs" /namespace:CRM.Entities /serviceContextName:CrmServiceContext

Generate Custom Action as Early Bound (parameter /generateActions)

CrmSvcUtil.exe /url:http://<Server_Name>/<Organization_Name>/XRMServices/2011/Organization.svc /username:uid /password:pwd /out:"c:\crmprojects\CRMEntities.cs" /namespace:DNS.CRM.Entities /serviceContextName:CrmServiceContext /generateActions

Reference - http://msdn.microsoft.com/en-us/library/ff681563.aspx 

IncludeExceptionDetailInFaults - Display Hidden Error

Create a simple web application to add contact data into the CRM system using c# and IOrganizationService Web Service.

1)Create Empty web application

2)Add References

microsoft.xrm.sdk.dll
microsoft.crm.sdk.proxy.dll
System.Runtime.Serialization
System.ServieModel

CRM Report Wizard

The following table compares the features of charts and dashboards with those of the SQL Server Reporting Services Report Wizard.

	Charts and Dashboards	SQL Server Reporting Services Report Wizard
Report output	Inline visualizations  presented within Microsoft Dynamics CRM grids and forms	Web-based reports that can be exported to additional formats, such as Microsoft Excel, PDF, and CS
Ability to schedule reports for email delivery	No	Yes
Ability to include data from multiple record types in results	No	Yes
Ability to prompt users to enter parameters before running reports	No	Yes

CRM includes 25 standard SQL Server Reporting Services reports in the base product.

Microsoft Dynamics CRM 2011 Data Management - Import, Export, Duplicate & Delete

Import

• CRM Import Files formats: XML Spreadsheet 2003 (.xml), Comma-separated values (.csv), Rext (.txt), Compressed files (.zip)
• Include a column for each required field on the entity into which you are importing the data.
• One import file for each type of entity. 
• Import multiple files into a single .zip file.
• Maximum 8 megabytes (MB) size for each import file. 
• Import Data Wizard basic process: Prepare the import files, Import the file and map the records & View the results and correct failures.
• Dynamics CRM allows you to create templates for your import that you can download from the system.  In the Settings area -> click Data Management - > click Templates for Data Import. OR On the application ribbon -> click the Import Data button -> select Download Template for Import.
• An import template outputs an XML file with all of the columns for the entity you selected:
• All possible data fields for the entity are included.
• All of the column headers are named and labeled correctly. 
• Required data field names are bold in the top row.
• Each cell provides additional information about the data that should go in the field, such as its  data type, maximum and minimum values, or maximum length.
• For option sets, the template displays a list of the possible values for the field. 
• If you try to enter a value that is not included in the option set or not in the format, you receive an error message
• On the application ribbon -> click the Import Data button OR click the File tab -> select Import  OR Data from the Tools menu -> The Import Data Wizard opens.

National Provider Identifier (NPI) Validation using Luhn Algorithm

A National Provider Identifier (NPI) is a unique 10-digit identification number issued to health care providers in the United States by the Centers for Medicare and Medicaid Services (CMS).

A 10-digit NPI Number may be validated using the Luhn algorithm by prefixing "80840" to the 10-digit number (80 indicates health applications and 840 indicates the United States).

The Luhn algorithm or Luhn formula, also known as the "modulus 10"  or "mod 10" algorithm, is a simple checksum formula used to validate a variety of identification numbers, such as credit card numbers, IMEI numbers, NPI numbers in US and Canadian Social Insurance Numbers. It was created by IBM scientist Hans Peter Luhn.

The last digit is the check digit. So the check is performed on the first 9 digits so that the last digit is obtained.

Control Flow, Data Flow Task, Precedence Constraints in SSIS

Control Flow
Control Flow contains  a group of tasks to achieve start to end. Without having a Control Flow, no package on SSIS can be made. It also determines under what conditions they're executed.

Data Flow Task
A task where data flows (what ETL does). A Data Flow Task has to be a part of a Control Flow. One control flow can have a number of Data Flow Tasks in it. Each Data Flow Task has to have a Source, may or may not have a Transform/Destination. But at least a transform or Destination followed by the Source. Source is used to extract the data, Transform is used to transform the data while Destination is used to Load the data to a destination.

Precedence Constraints 
Precedence Constraints link the individual executables together and determine how the workflow moves from one executable. The precedence constraints are the green, red and blue arrows (both solid and dotted) that connect the tasks and container to each other. Fig 1.

LDAP (Active Directory) Programming with C#

1. .NET Support 2 sets of classes of Active Directory(AD) operations.
2. System.DirectoryServices
   Older class, supports from .net 1.0. Supports all AD operations (setting password, enable/disable account, reterive AD objects).
3. System.DirectoryServices.AccountManagement
   Newer version (>=3.5), easier to manage AD operations. Usign UserPrincipal object to access LDAP object.

SQL Server Integration Services (SSIS)

SQL Server Integration Services (SSIS)  -  to get the data from various sources and put the data to tables or create Cubes for data warehouse, used for ETL.

SSIS is a visual tool with drag and drop feature, which enables us to create SSIS, packages to perform ETL in a very short amount of time. 

Business Intelligence Development Studio (BIDS) is the only way where you develop and test the SSIS package. SSIS package is nothing but a complex XML file.

Start All Programs ->  Microsoft SQL Server 2008 R2 -> SQL Server Business Intelligence Development Studio.

SSRS - Page Break

Customize Page Break
1)Right Click the data row, choose Add Group -> Row Group - Parent Group.

SSIS Package Protection Level

Each SSIS component designates that an attribute is sensitive by including Sensitive="1" in the package XML.
An OLE DB Connection Manager specifies that the database password is a sensitive attribute as follows:
<DTS:Password DTS:Name="Password" Sensitive="1"></DTS:Password>

An DYNAMICS-CRM Connection Manager specifies that the database password is a sensitive attribute as follows:
<ServerPassword Sensitive="1"></ServerPassword>