tag:blogger.com,1999:blog-83141061361588204672024-03-19T13:34:55.491+05:30Dynamics CRM World!!A blog to mention my experience with Dynamics CRM!! your comments are welcomeHari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.comBlogger28125tag:blogger.com,1999:blog-8314106136158820467.post-13560618511308330142021-08-30T21:04:00.001+05:302021-08-30T21:11:47.840+05:30Power Platform Customizable Help Pages<p><span style="font-family: verdana;">Model Driven App customizable help allows us to host our help contents in a website (can be SharePoint or any other preferred hosting option). </span></p><p><span style="font-family: verdana;">To know more about customizable help please read <a href="https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/use-customizable-help" target="_blank">here</a></span></p><p><span style="font-family: verdana;"><br /></span></p><p><span style="font-family: verdana;">Default help button takes users to Microsoft Documentation for Dynamics 365, which is helpful for a implementation which are inline with default capabilities and features. However most of the times we work with projects which are tailored to customer business process.</span></p><p><span style="font-family: verdana;">This help documentation is not so useful when there is a client specific customizations and users require to refer to user guide to know more about the implementation. Unfortunately the user guides are rarely updated & subsequent changes or updates are to be distributed to end-users whenever there is an update. </span></p><p><span style="font-family: verdana;">What can be done to keep user guides updated with minimal effort, maintained within Dynamics and easily available to users with contextual help. That's where customizable help comes handy. Basic idea is to store the user guide within Dynamics which can be retrieved and shown in a web resource and URL of web resource can be used as customizable help URL.</span></p><p><span style="font-family: verdana;">I have tried to design a basic help storage entities within Model Driven app, which can be configured for contextual data like which entity, what context (weather help is requested from a form) and language.</span></p><p></p><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXLqmQ9EtRV0GLCNg3J5gx9Hu0PwcIUNB7uUQ8AxvcQXdR-8hZ6zVACnJL5XEZVUXWcmArcR_1eB1La7DP_MZ3UQHBxMhyphenhyphendncSWtL2p2dmUxmkPXFY1FNnSUxleQ3_v-tN6LZw-NsOZ_7N/" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: verdana;"><img alt="" data-original-height="1080" data-original-width="1920" height="360" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXLqmQ9EtRV0GLCNg3J5gx9Hu0PwcIUNB7uUQ8AxvcQXdR-8hZ6zVACnJL5XEZVUXWcmArcR_1eB1La7DP_MZ3UQHBxMhyphenhyphendncSWtL2p2dmUxmkPXFY1FNnSUxleQ3_v-tN6LZw-NsOZ_7N/w640-h360/image.png" width="640" /></span></a></div><div class="separator" style="clear: both; text-align: center;"><span style="font-family: verdana;"><br /></span></div><div style="text-align: left;"><span style="font-family: verdana;">Rich Text editor allows us to easily copy or create help contents with images etc hosted internally within Dynamics. </span></div><blockquote><div style="text-align: left;"><span style="font-family: verdana;">If your project has existing User Guides in word or pdf it can be easily copied and pasted into the Rich Text field.</span></div></blockquote><span style="font-family: verdana;"><br /></span></div><span style="font-family: verdana;">A Web Resource which retrieves help content based on the URL params in the customizable help feature. Sample web html <a href="https://github.com/irah2008/Model-Driven-Apps-Customizable-Help/blob/main/helppage.html" target="_blank">here</a></span><p></p><div><span style="font-family: verdana;">Unmanaged solution for this help implementation is available <a href="https://github.com/irah2008/Model-Driven-Apps-Customizable-Help/blob/main/HelpDocumentation_1_0_0.zip" target="_blank">here</a></span></div><div><br /></div><div>Once imported, Customizable help can be configured in Power Platform Admin center, under Environment Settings -> Features.</div><div><br /></div><div>Enter Global custom help URL as "/WebResources/helpcc_helppage.html" and enable Append parameters to URL.</div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHyAksg843aP_H3nsrQTEKtGeVdL6kC_jTOW4gaDeKa7HNC4jq8zjq9Xw0KaRnH13gFD1bLPy_-7kR5MSdikApuUxYM90wJ6yEt4xiX0QpGsq5TLZVUgWnaC49Xf9xESsSu5oobbHYLIlj/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="650" data-original-width="1541" height="270" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHyAksg843aP_H3nsrQTEKtGeVdL6kC_jTOW4gaDeKa7HNC4jq8zjq9Xw0KaRnH13gFD1bLPy_-7kR5MSdikApuUxYM90wJ6yEt4xiX0QpGsq5TLZVUgWnaC49Xf9xESsSu5oobbHYLIlj/w640-h270/image.png" width="640" /></a></div><div><br /></div>Help Pages can be configured by navigating to Help documentation App</div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjraPOYmcqTqpRd3FawB-aohRNcAytrK1lUueDHUath6wDdRmwUX0IOaNBattAB01regI1xe7w8aqqODnmG23jYuyNdNT8GI5WnJkmtHSnohCwpL_q7KMpYAcK8wDTpNApzXaWHJqPbFo1v/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="863" data-original-width="1751" height="316" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjraPOYmcqTqpRd3FawB-aohRNcAytrK1lUueDHUath6wDdRmwUX0IOaNBattAB01regI1xe7w8aqqODnmG23jYuyNdNT8GI5WnJkmtHSnohCwpL_q7KMpYAcK8wDTpNApzXaWHJqPbFo1v/w640-h316/image.png" width="640" /></a></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">Create Help content</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiW-l38sj5tLTDY82KJuL01SoTcPWfQaP4W8LLQ7Cgp3N1Ly56w_ZKBHmszNzDy9NJeg7mq_3j7dw98HFo9yVvxQJJo28kwIG7No76mpR1s9yVOIW-01LEWOXbTAgk4MK2xZ5PNtQd0vKkn/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="917" data-original-width="1919" height="306" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiW-l38sj5tLTDY82KJuL01SoTcPWfQaP4W8LLQ7Cgp3N1Ly56w_ZKBHmszNzDy9NJeg7mq_3j7dw98HFo9yVvxQJJo28kwIG7No76mpR1s9yVOIW-01LEWOXbTAgk4MK2xZ5PNtQd0vKkn/w640-h306/image.png" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div>If everything is configured correctly as above, clicking help button will take you to help page as per context.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjA9VeQZt6_ZkOfle6nsk4RJFTE0ezjyJMncGte7p_DJ-qyPrupxOL246lSXr6M2Up1bvHH-Edm10e7RtybmjWrmVTWMBBupFe3_0zxPc7sBKmReYiyZQ8di21FrH4AEvDprzF9oYmCfQzW/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="990" data-original-width="1916" height="330" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjA9VeQZt6_ZkOfle6nsk4RJFTE0ezjyJMncGte7p_DJ-qyPrupxOL246lSXr6M2Up1bvHH-Edm10e7RtybmjWrmVTWMBBupFe3_0zxPc7sBKmReYiyZQ8di21FrH4AEvDprzF9oYmCfQzW/w640-h330/image.png" width="640" /></a></div><br />This allows business analyst or consultant to maintain the user guide with latest version. This solution allows us to expand the concept to required horizontal leveraging on power platform capabilities like "Approvals", Versioning etc., as required.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><br /><br /><br /></div>Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-15975235751668037812020-01-07T15:18:00.004+05:302020-01-16T12:05:28.925+05:30GrapesJS Editor - A PCF control for creating HTML content<span style="font-family: "verdana" , sans-serif;">Hello there,</span><br />
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<span style="font-family: "verdana" , sans-serif;">My Second PCF Control which is based on ideas from PCF Gallery, please meet GrapesJS CMS Editor a PCF control to create HTML content for multi-line text fields.</span><br />
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<span style="font-family: "verdana" , sans-serif;">Possible use case that i could think of would be to create a New letter from CRM and send it via Email.</span><br />
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<span style="font-family: "verdana" , sans-serif;">Please Refer below Image on how to add the custom control into your form</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMRla1KLsnk8LXGhatD1ydTAlrcElH8RM6M5qYO1dkiYiiLxNrnBwZk-v0R5MNiKvO2oOOdA2N6so6iUc9B5EAhSeiDunRuXL-lbnhcLr1Wc7lxmtyg5uAgMCAMD_YN845mtmA-WKeMBkK/s1600/Screens.gif" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="534" data-original-width="1200" height="283" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMRla1KLsnk8LXGhatD1ydTAlrcElH8RM6M5qYO1dkiYiiLxNrnBwZk-v0R5MNiKvO2oOOdA2N6so6iUc9B5EAhSeiDunRuXL-lbnhcLr1Wc7lxmtyg5uAgMCAMD_YN845mtmA-WKeMBkK/s640/Screens.gif" width="640" /></a></div>
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<span style="font-family: "verdana" , sans-serif;">Sample Email Editor Screen is as below</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjxSg4eWf-yqZbn_JlOhSAF4gPDNGOy7lbVqh0N8sunR2Cp9AA7MdW6OwSUbJdyJShXPT5ewPTDSuzSQNacNLYCNfUYyh1W35mj2rUTv4DNCFmSOoh4BO2JGj0NEmwOZZq2DeX9bpNmSR-j/s1600/screen5.PNG" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="910" data-original-width="1600" height="363" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjxSg4eWf-yqZbn_JlOhSAF4gPDNGOy7lbVqh0N8sunR2Cp9AA7MdW6OwSUbJdyJShXPT5ewPTDSuzSQNacNLYCNfUYyh1W35mj2rUTv4DNCFmSOoh4BO2JGj0NEmwOZZq2DeX9bpNmSR-j/s640/screen5.PNG" width="640" /></a></div>
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<span style="font-family: "verdana" , sans-serif;">Sample Email Received:</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirfSw80x-hGvWdRUjUiKoUhrk_uCwh_-EPFPsXU6TqnWrYA7dhIG60X0UJWAQHDIoMBdLoq1kaCOhzDHfGSBFfaiWYhFxNoaRldvr95RcO5Zh3fULEQKVNEhVGWGtb5vwxnjZ0CEXZCfPT/s1600/screen+6.PNG" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="660" data-original-width="1600" height="259" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirfSw80x-hGvWdRUjUiKoUhrk_uCwh_-EPFPsXU6TqnWrYA7dhIG60X0UJWAQHDIoMBdLoq1kaCOhzDHfGSBFfaiWYhFxNoaRldvr95RcO5Zh3fULEQKVNEhVGWGtb5vwxnjZ0CEXZCfPT/s640/screen+6.PNG" width="640" /></a></div>
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<span style="font-family: "verdana" , sans-serif;">Source Code can be found <a href="https://github.com/irah2008/PCFGrapesJSEditor" target="_blank">here</a>, CRM Solution can be found <a href="https://github.com/irah2008/PCFGrapesJSEditor/blob/master/Release/GrapesEditor.zip?raw=true" target="_blank">here</a></span></div>
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<span style="background-color: white; color: #24292e; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji"; font-size: 16px;">Users can add flip switch control and PBL to showhide default and custom PCF as required in Modal Drivern Apps. That way both email editors can be used as needed.</span></blockquote>
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<span style="font-family: "verdana" , sans-serif;">Guides for Power Apps Components Framework which helped me out are below</span></div>
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<li><a href="https://docs.microsoft.com/en-us/powerapps/developer/component-framework/create-custom-controls-using-pcf" target="_blank"><span style="font-family: "verdana" , sans-serif;">Microsoft Docs</span></a></li>
<li><span style="font-family: "verdana" , sans-serif;"><a href="https://pcf.gallery/" target="_blank">PCF Gallery</a></span></li>
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<span style="font-family: "times" , "times new roman" , serif;">Please add issues directly to GitHub to help track and fix</span></h4>
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<br />Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com2tag:blogger.com,1999:blog-8314106136158820467.post-4617190984358062152019-11-26T13:28:00.000+05:302019-11-28T12:26:35.337+05:30My First PCF Control - Activity analyzer (using Chartjs)<span style="font-family: "verdana" , sans-serif;">After a little deepdive and with help of <a href="https://pcf.gallery/" target="_blank">PCF Gallery</a> I was able to create my First PCF control, meet <b>Activity Analyzer </b>a humble PCF Control which shows activity subgrid in doughnut chart. </span><br />
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<span style="font-family: "verdana" , sans-serif;">With limitless possibilities with PCF control this humble can be grown into hulk. </span><br />
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<span style="font-family: "verdana" , sans-serif;">For all the fellow Dynamics CRM developers, PCF would be easy to pickup if you have worked on HTML, JS based webresources. Initial trouble i had is with TypeScript which is new to me but was similar to Javascript.</span><br />
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<span style="font-family: "verdana" , sans-serif;">Please Refer below Image on how to add the custom control into your form</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjPHcFH0se8jm-yfb270iqky4jPDGxKiBXzO8SDF4PyTP22EVOqsM2hC3iobXKOJRffQ1z7IAX-kl283FQOp4vrKmkBs0hVbc7BHRl4_Y2UepzYph2OEtnI4nmpMLWkoyJdqB5Luz74fgQs/s1600/HowToUpdated.gif" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="667" data-original-width="1200" height="354" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjPHcFH0se8jm-yfb270iqky4jPDGxKiBXzO8SDF4PyTP22EVOqsM2hC3iobXKOJRffQ1z7IAX-kl283FQOp4vrKmkBs0hVbc7BHRl4_Y2UepzYph2OEtnI4nmpMLWkoyJdqB5Luz74fgQs/s640/HowToUpdated.gif" width="640" /></a></div>
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<span style="font-family: Verdana, sans-serif;">Parameters for the Control are as below</span></div>
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<li><span style="font-family: Verdana, sans-serif;"><b>View Used</b> : Current View to which the control is added</span></li>
<li><span style="font-family: Verdana, sans-serif;"><b>Activity Names</b>: Names of the activities to be displayed in Chart</span></li>
<li><span style="font-family: Verdana, sans-serif;"><b>Activity Color</b>: Color code for the activities mentioned in param 2.</span></li>
<li><span style="font-family: Verdana, sans-serif;"><b>Chart Type</b>: type of the chart to be displayed (e.g.: pie, bar, doughnut, etc)</span></li>
<li><span style="font-family: Verdana, sans-serif;"><b>Chart Title</b>: Title of the Chart to be displayed.</span></li>
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<span style="font-family: "verdana" , sans-serif;">Source Code can be found <a href="https://github.com/irah2008/ActivtyAnalyzer" target="_blank">here</a>, CRM Solution can be found <a href="https://github.com/irah2008/ActivtyAnalyzer/blob/master/Release/Activity%20Analyzer.zip" target="_blank">here</a></span></div>
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<span style="font-family: "verdana" , sans-serif;">Guides for Power Apps Components Framework which helped me out are below</span></div>
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<li><a href="https://docs.microsoft.com/en-us/powerapps/developer/component-framework/create-custom-controls-using-pcf" target="_blank"><span style="font-family: "verdana" , sans-serif;">Microsoft Docs</span></a></li>
<li><a href="https://pcf.gallery/" target="_blank"><span style="font-family: "verdana" , sans-serif;">PCF Gallery</span></a></li>
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<br />Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-69253014177781548792018-03-13T08:01:00.000+05:302019-11-26T17:31:39.210+05:30Dynamics CRM User Settings Solution<div style="box-sizing: border-box; font-size: 16px; margin-bottom: 16px;">
<span style="color: #eeeeee; font-family: "verdana" , sans-serif;">HTML based Dynamics CRM user settings utility which will help to Administrator to set the User settings for Dynamics CRM Users.</span></div>
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<span style="color: #eeeeee; font-family: "verdana" , sans-serif;">This tool was inspired by User settings Utility in Xrm Toolbox, when we hit a limitation that Executable cannot be run in the client environment and there was a 2FA authentication required. This caused me to develop this built in Dynamics CRM html component which can be run from CRM to control the user settings.</span></div>
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<span style="color: #eeeeee; font-family: "verdana" , sans-serif;">You can download the solutions from <a href="https://github.com/irah2008/mscrmusersettingsutility/releases" style="box-sizing: border-box; text-decoration-line: none;">here</a></span></div>
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<span style="color: white; font-family: "verdana" , sans-serif;">You can view the Source code here in <a href="https://github.com/irah2008/mscrmusersettingsutility" target="_blank">Github</a></span></span><br />
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<span style="color: #eeeeee; font-family: "verdana" , sans-serif;">How do i Run this rool?</span></h4>
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<li><span style="color: #eeeeee; font-family: "verdana" , sans-serif;">This is an un-managed solution, so you can follow the regular steps to install the solution.</span></li>
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<li><span style="color: #eeeeee; font-family: "verdana" , sans-serif;">After Installation and publishing the components refresh the page.</span></li>
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<li><span style="color: #eeeeee; font-family: "verdana" , sans-serif;">Navigate to Settings->Solution, you can see the User Settings Utility button in the ribbon as below</span></li>
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<li><span style="color: #eeeeee; font-family: "verdana" , sans-serif;">Click on the button to open the user settings utility. Left pane will be the list of users, right pane will be the personal settings option that can be modified.</span></li>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9uf4sFKtQ57AKBzZtHQGZDLRRqt9YB6Zl3q0hvsrFdMBOy1ztm237LfvnADajH34-vU8rDw9vZqY3PO7-IktpGc16gLB1qTB9DDhAv3O0c5MkZkBEfu9QSIuhDCQsUQt5U9FDxeOZCkBK/s1600/Capture.PNG" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="color: #eeeeee;"><img border="0" data-original-height="539" data-original-width="1386" height="248" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9uf4sFKtQ57AKBzZtHQGZDLRRqt9YB6Zl3q0hvsrFdMBOy1ztm237LfvnADajH34-vU8rDw9vZqY3PO7-IktpGc16gLB1qTB9DDhAv3O0c5MkZkBEfu9QSIuhDCQsUQt5U9FDxeOZCkBK/s640/Capture.PNG" width="640" /></span></a></div>
<ul>
<li><span style="color: #eeeeee; font-family: "verdana" , sans-serif;">Once user is selected from the list, user settings will be retrieved from CRM and shown. Administrator can modify the settings as required and click on save to update the settings back to CRM. </span></li>
</ul>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgPf-2316-NFaD6oP-xs63JwQQEVfqqBA-Ywp_aq4kAo87aBr8-sCNsmtDPCJ1Tq0_jrzCmYCxCtSegMocsnIDdQv7-AGJR5_R9tOnj1lqp5Kv_FrunYxUrmEixTxuB1tH79CLbLhb3z_rh/s1600/Capture1.PNG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="color: #eeeeee;"><img border="0" data-original-height="506" data-original-width="1542" height="210" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgPf-2316-NFaD6oP-xs63JwQQEVfqqBA-Ywp_aq4kAo87aBr8-sCNsmtDPCJ1Tq0_jrzCmYCxCtSegMocsnIDdQv7-AGJR5_R9tOnj1lqp5Kv_FrunYxUrmEixTxuB1tH79CLbLhb3z_rh/s640/Capture1.PNG" width="640" /></span></a></div>
<ul>
<li><span style="color: #eeeeee; font-family: "verdana" , sans-serif;">Multiple Users can be selected from the list of users, and bulk update the values to the selected values from the list of options. If no change is intended for the options then Option "No Change" can be selected.</span></li>
</ul>
<span style="color: #eeeeee;"><img border="0" data-original-height="492" data-original-width="1551" height="202" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiWnM4HDFnf5rfDNNJS4qtNVJOHplUlWQHkm81xGDHCH2R_DYNhhoYyQXWjyIPDPQfY_Zj8_qFJSgV9KXoERkw3dWhd4g0YoQ5yDbLlmOkh7MODe_-MLXviar_rKj5cHF_4jMag73s4AOCG/s640/Capture2.PNG" style="font-family: verdana, sans-serif; text-align: center;" width="640" /></span><br />
<div>
<span style="color: #24292e; font-family: , "blinkmacsystemfont" , "segoe ui" , "helvetica" , "arial" , sans-serif , "apple color emoji" , "segoe ui emoji" , "segoe ui symbol";"><br /></span></div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-62398320399530692782016-12-16T12:16:00.002+05:302016-12-16T12:16:40.132+05:30Dynamics CRM Modules Explained - Episode 4<span style="font-family: "verdana" , sans-serif;">We were looking through the Service Module of the Dynamics CRM in the previous <a href="http://crm2011byhari.blogspot.sg/2016/12/dynamics-crm-modules-explained-episode-3.html" target="_blank">post</a> and other modules in before <span id="goog_1346458074"></span>posts Episode <a href="http://crm2011byhari.blogspot.sg/2016/12/dynamics-crm-modules-explained-episode-1.html" target="_blank">1</a>, <a href="http://crm2011byhari.blogspot.sg/2016/12/dynamics-crm-modules-explained-episode-2.html" target="_blank">2</a>.</span><br />
<br />
<h4>
<span style="font-family: "verdana" , sans-serif;">Service Calendar:</span></h4>
<span style="font-family: "verdana" , sans-serif;"><br /></span><span style="font-family: "verdana" , sans-serif;">It is similar to the calendar in outlook, just that it helps to view all the scheduled services for the resources in a Day, Week & Month view. User can add an service activity, Appointment, Reschedule/ Schedule a service, resolve conflicting services which takes place in same time with same resources.</span><br />
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<br />
<h4>
<span style="font-family: "verdana" , sans-serif;">Service Level Agreement</span></h4>
<div>
<span style="font-family: "verdana" , sans-serif;">SLA is one of the best features of service module which helps to keep track of the case being solved/responded and necessary actions being taken in the agreed time. SLA can be utilized to track performance of the service person & can help Managers to know why a single case would be open for a long long time.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<h4>
<span style="font-family: "verdana" , sans-serif;">Case Routing</span></h4>
<div>
<span style="font-family: "verdana" , sans-serif;">Case can be routed to Service person's according to the configuration of the company and this process can be automated. we will discuss detail on this topic in upcoming posts.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<h4>
<span style="font-family: "verdana" , sans-serif;">Case Resolution</span></h4>
<div>
<span style="font-family: "verdana" , sans-serif;">Case can be resolved along with time spent on the case by the sales person, Case resolution details are being captured & if required a closed case can be re-opened or a child case can be created on the case when required scenario occurs.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Thats all for the modules of the CRM in brief!!.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">In the next posts we will be talking on the basic configurations (Settings Module) that are available in the Dynamic CRM along with examples (No coding one's ) following by extending Dynamics CRM</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-91135757309468493342016-12-16T09:37:00.001+05:302016-12-16T09:38:41.019+05:30Dynamics CRM Modules Explained - Episode 3<h3>
<span style="font-family: "verdana" , sans-serif; font-size: small;">Recap:</span></h3>
<div>
<span style="font-family: "verdana" , sans-serif;">So far i have tried to explain the basics of each module of Dynamics CRM and we have got a chance to read through Marketing and Sales Module. if you directly got here then i recommend you to read the first two series of blogs <a href="http://crm2011byhari.blogspot.sg/2016/12/dynamics-crm-modules-explained-episode-1.html" target="_blank">Episode 1</a> & <a href="http://crm2011byhari.blogspot.sg/2016/12/dynamics-crm-modules-explained-episode-2.html" target="_blank">Episode 2</a> before going to this.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<h3>
<span style="font-family: "verdana" , sans-serif;">Service Module</span></h3>
<div>
<span style="font-family: "verdana" , sans-serif;">Service module in MS CRM deals with maintaining post sales service of the business, so when you get a product (e.g. Television) you will get a warranty,which will be dealt by the service personnel in the product company upon repair or troubleshoot installation as per the agreed warranty. Exactly the same is what the service Module is dealing with.</span><br />
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<span style="font-family: "verdana" , sans-serif;">Service module has few main entities and concepts as below:</span><br />
<span style="font-family: "verdana" , sans-serif;">Case entity, is the main entity of the Service module around which all the functionalities are built.</span><br />
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<span style="font-family: "verdana" , sans-serif;">When a customer calls to a call center or walks to a service center then want to rise a complaint on the product/service he purchased, Service center agent can rise a complaint (Case) in CRM. Case Table consist of details like customer, case description, and previous similar cases, subject and Articles that related to this subject. Entitlement that is available for the customer. Any ongoing other cases for the customer. Let us take a look deep into the case.</span><br />
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<br />
<h4>
<span style="font-family: "verdana" , sans-serif;">Entitlement/Contract</span></h4>
<span style="font-family: "verdana" , sans-serif;">Any warranty or service maintenance agreement between the seller and customer is mainly maintained in Entitlement/contracts, so basically entitlement says something like how many cases solved/ how many hours can be spent on solving in a given validity of the agreement. when a case is created for the customer based on the configuration of the entitlement the remaining number of cases/hours of service is reduced accordingly.</span><br />
<h4>
<span style="font-family: "verdana" , sans-serif;">Queues</span></h4>
<div>
<span style="font-family: "verdana" , sans-serif;">When multiple Sales person working on the service center, Queue helps to assign/pick up cases from it once the service personnel is available. A case can be routed to a queue automatically based on configuration in MS CRM.</span></div>
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<br />
<h4>
<span style="font-family: "verdana" , sans-serif;">Articles/KB Articles</span></h4>
<div>
<span style="font-family: "verdana" , sans-serif;">Articles are the known issue resolution guides which can be updated when a new issue is encountered and tagged to a particular subject. Thus when a similar case arises from future then the resolution can be used to solve the same. Article can be self help guide which can be emailed or can be published in the self help portal in MS CRM. New Articles entity supports html formatting and rich content editor.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<h4>
<span style="font-family: "verdana" , sans-serif;">Services</span></h4>
<div>
<span style="font-family: "verdana" , sans-serif;">Service is the type of service package that is offered and it explains what will be covered in the service and terms of the service offered. for example when we buy a New mobile the warranty usually goes like this phone is 12 months warranty for internal part failure and manufacturing defects, any issues occurring with manual handling will not be covered. Thus the mobile warranty service is a Type of service that will cover only manufacturing faults and internal part failure within the stipulated time.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Service usually need resources, like to repair a mobile we need resources like Service person, Tool set, Repair station which need to be scheduled. In Dynamics CRM service offered by company can be configured and required resources can be added to it. thus it will help in scheduling the service which will take up and schedule required resources.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Rest of the service module in next post!! </span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Till then cheers!!</span></div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-18806924187943805392016-12-15T09:38:00.001+05:302016-12-17T13:47:46.492+05:30Migrating apps from Microsoft.Xrm.Client to Microsoft.Xrm.Tooling<div style="color: #6b6b6b; font-family: "PT Sans", sans-serif; font-size: 16px;">
<div style="font-family: "PT Sans", sans-serif;">
Original Post is <a href="http://butenko.pro/2016/12/migrating-apps-microsoft-xrm-client-microsoft-xrm-tooling/" target="_blank">here</a></div>
<div style="font-family: "PT Sans", sans-serif;">
<br /></div>
<div style="font-family: "PT Sans", sans-serif;">
Today I had a task to migrate couple of apps that used Microsoft.Xrm.Client assemblies to new Tooling assemblies. In this article I will describe steps to use to migrate your own apps to use latest (and recommended) tools to connect to your CRM Instances from code.</div>
<div style="font-family: "PT Sans", sans-serif;">
<span id="more-924"></span></div>
<div style="font-family: "PT Sans", sans-serif;">
Let’s assume that we have an application that uses Microsoft.Xrm.Client assembly to connect to CRM and it stores connection string to CRM in app.config file as it shown on following screenshots:</div>
<div style="font-family: "PT Sans", sans-serif;">
<img alt="App1" class="aligncenter size-large wp-image-927" src="http://butenko.pro/wp-content/uploads/App1-1024x381.png" height="145" sizes="(max-width: 1024px) 100vw, 1024px" srcset="http://butenko.pro/wp-content/uploads/App1-1024x381.png 1024w, http://butenko.pro/wp-content/uploads/App1-300x112.png 300w, http://butenko.pro/wp-content/uploads/App1-768x286.png 768w, http://butenko.pro/wp-content/uploads/App1.png 1530w" width="400" /></div>
<div style="font-family: "PT Sans", sans-serif;">
<img alt="App2" class="aligncenter size-large wp-image-928" src="http://butenko.pro/wp-content/uploads/App2-1024x405.png" height="158" sizes="(max-width: 1024px) 100vw, 1024px" srcset="http://butenko.pro/wp-content/uploads/App2-1024x405.png 1024w, http://butenko.pro/wp-content/uploads/App2-300x119.png 300w, http://butenko.pro/wp-content/uploads/App2-768x304.png 768w, http://butenko.pro/wp-content/uploads/App2.png 1090w" width="400" /></div>
<div style="font-family: "PT Sans", sans-serif;">
Also I assumed that NuGet (and not your local hard drive) was as a source for referenced assemblies. To start migration open “Manage NuGet Pakages…” dialog:</div>
<div style="font-family: "PT Sans", sans-serif;">
<img alt="App3" class="aligncenter size-full wp-image-929" src="http://butenko.pro/wp-content/uploads/App3.png" height="300" sizes="(max-width: 831px) 100vw, 831px" srcset="http://butenko.pro/wp-content/uploads/App3.png 831w, http://butenko.pro/wp-content/uploads/App3-300x226.png 300w, http://butenko.pro/wp-content/uploads/App3-768x578.png 768w" width="400" /></div>
<div style="font-family: "PT Sans", sans-serif;">
Update (if it is required) SDK assemblies to use latest versions available:</div>
<div style="font-family: "PT Sans", sans-serif;">
<img alt="App4" class="aligncenter size-large wp-image-930" src="http://butenko.pro/wp-content/uploads/App4-1024x594.png" height="231" sizes="(max-width: 1024px) 100vw, 1024px" srcset="http://butenko.pro/wp-content/uploads/App4-1024x594.png 1024w, http://butenko.pro/wp-content/uploads/App4-300x174.png 300w, http://butenko.pro/wp-content/uploads/App4-768x446.png 768w, http://butenko.pro/wp-content/uploads/App4.png 1079w" width="400" /></div>
<div style="font-family: "PT Sans", sans-serif;">
Uninstall Microsoft.CrmSdk.Extension package:</div>
<div style="font-family: "PT Sans", sans-serif;">
<img alt="App5" class="aligncenter size-large wp-image-931" src="http://butenko.pro/wp-content/uploads/App5-1024x596.png" height="231" sizes="(max-width: 1024px) 100vw, 1024px" srcset="http://butenko.pro/wp-content/uploads/App5-1024x596.png 1024w, http://butenko.pro/wp-content/uploads/App5-300x174.png 300w, http://butenko.pro/wp-content/uploads/App5-768x447.png 768w, http://butenko.pro/wp-content/uploads/App5.png 1090w" width="400" /></div>
<div style="font-family: "PT Sans", sans-serif;">
Install latest tooling package:</div>
<div style="font-family: "PT Sans", sans-serif;">
<img alt="App6" class="aligncenter size-large wp-image-932" src="http://butenko.pro/wp-content/uploads/App6-1024x609.png" height="237" sizes="(max-width: 1024px) 100vw, 1024px" srcset="http://butenko.pro/wp-content/uploads/App6-1024x609.png 1024w, http://butenko.pro/wp-content/uploads/App6-300x179.png 300w, http://butenko.pro/wp-content/uploads/App6-768x457.png 768w, http://butenko.pro/wp-content/uploads/App6.png 1082w" width="400" /></div>
<div style="font-family: "PT Sans", sans-serif;">
After all operations list of your NuGet packages should look like following:</div>
<div style="font-family: "PT Sans", sans-serif;">
<img alt="App7" class="aligncenter size-full wp-image-933" src="http://butenko.pro/wp-content/uploads/App7.png" height="400" sizes="(max-width: 710px) 100vw, 710px" srcset="http://butenko.pro/wp-content/uploads/App7.png 710w, http://butenko.pro/wp-content/uploads/App7-279x300.png 279w" width="371" /></div>
<div style="font-family: "PT Sans", sans-serif;">
Following change should be applied to code – removal of references to namespaces Microsoft.Xrm.Client and Microsoft.Xrm.Client.Services and changing of code for getting of service instance from</div>
<div class="crayon-syntax crayon-theme-vs2012 crayon-font-monaco crayon-os-pc print-yes notranslate" data-settings=" minimize scroll-mouseover" id="crayon-585216207a597946500770" style="background: rgb(255, 255, 255) !important; border-color: rgb(153, 153, 153) !important; border-style: solid !important; border-width: 1px !important; box-sizing: border-box; direction: ltr !important; font-family: Monaco, MonacoRegular, "Courier New", monospace; font-size: 12px !important; height: auto; line-height: 15px !important; margin: 12px 0px; overflow: hidden !important; padding: 0px; position: relative !important; text-shadow: none !important; text-size-adjust: none; width: 1100px;">
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4</div>
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<span class="crayon-t" style="color: rgb(50 , 21 , 235); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">var</span><span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">connection</span><span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-o" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">=</span><span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">CrmConnection</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">.</span><span class="crayon-e" style="font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">Parse</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">(</span></div>
<div class="crayon-line crayon-striped-line" id="crayon-585216207a597946500770-2" style="background-attachment: initial !important; background-clip: initial !important; background-image: initial !important; background-origin: initial !important; background-position: initial !important; background-repeat: initial !important; background-size: initial !important; border: 0px; font-family: inherit; font-size: inherit !important; font-weight: inherit !important; height: inherit; line-height: inherit !important; margin: 0px; padding: 0px 5px;">
<span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">ConfigurationManager</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">.</span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">ConnectionStrings</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">[</span><span class="crayon-s" style="color: rgb(110 , 23 , 23); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">"CRMConnectionString"</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">]</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">.</span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">ConnectionString</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">)</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">;</span></div>
<div class="crayon-line" id="crayon-585216207a597946500770-3" style="background: 0px center; border: 0px; font-family: inherit; font-size: inherit !important; font-weight: inherit !important; height: inherit; line-height: inherit !important; margin: 0px; padding: 0px 5px;">
</div>
<div class="crayon-line crayon-striped-line" id="crayon-585216207a597946500770-4" style="background-attachment: initial !important; background-clip: initial !important; background-image: initial !important; background-origin: initial !important; background-position: initial !important; background-repeat: initial !important; background-size: initial !important; border: 0px; font-family: inherit; font-size: inherit !important; font-weight: inherit !important; height: inherit; line-height: inherit !important; margin: 0px; padding: 0px 5px;">
<span class="crayon-t" style="color: rgb(50 , 21 , 235); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">var</span><span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">service</span><span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-o" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">=</span><span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-r" style="color: rgb(50 , 21 , 235); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">new</span><span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-e" style="font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">OrganizationService</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">(</span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">connection</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">)</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">;</span></div>
</div>
</td></tr>
</tbody></table>
</div>
</div>
<div style="font-family: "PT Sans", sans-serif;">
to</div>
<div class="crayon-syntax crayon-theme-vs2012 crayon-font-monaco crayon-os-pc print-yes notranslate" data-settings=" minimize scroll-mouseover" id="crayon-585216207a5ac694813298" style="background: rgb(255, 255, 255) !important; border-color: rgb(153, 153, 153) !important; border-style: solid !important; border-width: 1px !important; box-sizing: border-box; direction: ltr !important; font-family: Monaco, MonacoRegular, "Courier New", monospace; font-size: 12px !important; height: auto; line-height: 15px !important; margin: 12px 0px; overflow: hidden !important; padding: 0px; position: relative !important; text-shadow: none !important; text-size-adjust: none; width: 1100px;">
<div class="crayon-plain-wrap" style="background: 0px center; border: 0px; height: auto !important; margin: 0px !important; padding: 0px !important;">
<textarea class="crayon-plain print-no" data-settings="dblclick" readonly="" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border-color: initial; border-radius: 0px; border-style: initial; border-width: 0px; box-shadow: none; color: black; font-family: Monaco, MonacoRegular, "Courier New", monospace !important; font-size: 12px !important; height: 30px; line-height: 15px !important; margin: 0px; opacity: 0; outline: none; overflow: hidden; padding-left: 5px; padding-right: 5px; padding-top: 0px; position: absolute; resize: none; tab-size: 4; white-space: pre; width: 1098px; word-wrap: normal; z-index: 0;" wrap="soft"></textarea></div>
<div class="crayon-main" style="background: 0px center; border: 0px; margin: 0px; overflow: hidden; padding: 0px; position: relative; width: 1098px; z-index: 1;">
<table class="crayon-table" style="background: none !important; border-collapse: collapse !important; border-spacing: 0px !important; border: none !important; font-size: 12px; margin-bottom: 0px !important; margin-left: 0px; margin-right: 0px !important; margin-top: 0px !important; padding: 0px !important; table-layout: auto !important; width: auto !important;"><tbody>
<tr class="crayon-row" style="background: 0px center; border: none !important; margin: 0px !important; padding: 0px !important; vertical-align: top !important;"><td class="crayon-nums " data-settings="show" style="background-attachment: initial !important; background-clip: initial !important; background-image: initial !important; background-origin: initial !important; background-position: initial !important; background-repeat: initial !important; background-size: initial !important; border: 0px; color: rgb(138, 193, 248) !important; margin: 0px !important; padding: 0px !important; vertical-align: top !important;"><div class="crayon-nums-content" style="background: 0px center; border: 0px; font-size: 12px !important; line-height: 15px !important; margin: 0px; padding: 0px; white-space: nowrap;">
<div class="crayon-num" data-line="crayon-585216207a5ac694813298-1" style="background: 0px center; border: 0px; font-family: inherit; font-size: inherit !important; font-weight: inherit !important; height: inherit; line-height: inherit !important; margin: 0px; padding: 0px 5px; text-align: center;">
1</div>
<div class="crayon-num crayon-striped-num" data-line="crayon-585216207a5ac694813298-2" style="background-attachment: initial !important; background-clip: initial !important; background-image: initial !important; background-origin: initial !important; background-position: initial !important; background-repeat: initial !important; background-size: initial !important; border: 0px; font-family: inherit; font-size: inherit !important; font-weight: inherit !important; height: inherit; line-height: inherit !important; margin: 0px; padding: 0px 5px; text-align: center;">
2</div>
</div>
</td><td class="crayon-code" style="background: 0px center; border: 0px; margin: 0px !important; padding: 0px !important; vertical-align: top !important; width: 1080px;"><div class="crayon-pre" style="background: none !important; border: none !important; font-size: 12px !important; line-height: 15px !important; margin: 0px; overflow: visible; padding: 0px; tab-size: 4; white-space: pre;">
<div class="crayon-line" id="crayon-585216207a5ac694813298-1" style="background: 0px center; border: 0px; font-family: inherit; font-size: inherit !important; font-weight: inherit !important; height: inherit; line-height: inherit !important; margin: 0px; padding: 0px 5px;">
<span class="crayon-e" style="font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">CrmServiceClient </span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">service</span><span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-o" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">=</span><span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-r" style="color: rgb(50 , 21 , 235); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">new</span></div>
<div class="crayon-line crayon-striped-line" id="crayon-585216207a5ac694813298-2" style="background-attachment: initial !important; background-clip: initial !important; background-image: initial !important; background-origin: initial !important; background-position: initial !important; background-repeat: initial !important; background-size: initial !important; border: 0px; font-family: inherit; font-size: inherit !important; font-weight: inherit !important; height: inherit; line-height: inherit !important; margin: 0px; padding: 0px 5px;">
<span class="crayon-h" style="color: rgb(0 , 111 , 224); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;"> </span><span class="crayon-e" style="font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">CrmServiceClient</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">(</span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">ConfigurationManager</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">.</span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">ConnectionStrings</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">[</span><span class="crayon-s" style="color: rgb(110 , 23 , 23); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">"CRMConnectionString"</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">]</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">.</span><span class="crayon-v" style="color: rgb(0 , 45 , 122); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">ConnectionString</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">)</span><span class="crayon-sy" style="color: rgb(51 , 51 , 51); font-family: inherit; font-size: inherit; font-weight: inherit; height: inherit; line-height: inherit;">;</span></div>
</div>
</td></tr>
</tbody></table>
</div>
</div>
<div style="font-family: "PT Sans", sans-serif;">
with adding of reference to Microsoft.Xrm.Tooling.Connector namespace.</div>
<div style="font-family: "PT Sans", sans-serif;">
Don’t forget to change your connection string according to <a href="https://msdn.microsoft.com/en-us/library/mt608573.aspx" style="color: #47c0db;">this article</a>.</div>
<div style="font-family: "PT Sans", sans-serif;">
If your code throws exception like</div>
<blockquote style="font-family: "PT Sans", sans-serif;">
An unhandled exception of type ‘System.TypeLoadException’ occurred in Microsoft.Xrm.Tooling.Connector.dll Additional information: Could not load type ‘Microsoft.IdentityModel.Clients.ActiveDirectory.PromptBehavior’ from assembly ‘Microsoft.IdentityModel.Clients.ActiveDirectory, Version=3.13.8.999, Culture=neutral, PublicKeyToken=31bf3856ad364e35’.</blockquote>
<div style="font-family: "PT Sans", sans-serif;">
open installed NuGet packages and downgrade Microsoft.IndentityModel.Client.ActiveDirectory to 2.28.3 version:</div>
<div style="font-family: "PT Sans", sans-serif;">
<img alt="App8" class="aligncenter size-large wp-image-934" src="http://butenko.pro/wp-content/uploads/App8-1024x689.png" height="400" sizes="(max-width: 689px) 100vw,689px" srcset="http://butenko.pro/wp-content/uploads/App8-1024x689.png 1024w, http://butenko.pro/wp-content/uploads/App8-300x202.png 300w, http://butenko.pro/wp-content/uploads/App8-768x517.png 768w, http://butenko.pro/wp-content/uploads/App8.png 1097w" width="400" /></div>
<div style="font-family: "PT Sans", sans-serif;">
After that your code should work fine:</div>
<div style="font-family: "PT Sans", sans-serif;">
<img alt="App9" class="aligncenter size-large wp-image-935" src="http://butenko.pro/wp-content/uploads/App9-1024x554.png" height="215" sizes="(max-width: 1024px) 100vw, 1024px" srcset="http://butenko.pro/wp-content/uploads/App9-1024x554.png 1024w, http://butenko.pro/wp-content/uploads/App9-350x190.png 350w, http://butenko.pro/wp-content/uploads/App9-300x162.png 300w, http://butenko.pro/wp-content/uploads/App9-768x415.png 768w, http://butenko.pro/wp-content/uploads/App9.png 1100w" width="400" /></div>
<div class="ssba ssba-wrap" style="background-attachment: initial; background-clip: initial; background-image: none; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 0px; font-family: "Indie Flower"; font-size: 20px; font-weight: bold;">
<br /></div>
</div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-10008177856800486102016-12-13T09:06:00.000+05:302016-12-14T08:16:43.447+05:30Dynamics CRM Modules Explained - Episode 2<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">In the previous <a href="http://crm2011byhari.blogspot.sg/2016/12/dynamics-crm-modules-explained-episode-1.html" target="_blank"><b>post </b></a>we have seen the brief
introduction of Dynamics CRM and Marketing module, I will be
continue with other modules in this blog. I will explain the in-detail
functionalities and modules later in upcoming posts.</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<br /></div>
<h3 style="line-height: normal; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; mso-outline-level: 3;">
<b><span style="font-family: "verdana" , sans-serif; font-size: 14pt;">Sales
Module</span></b></h3>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">Let us take a look at what a sales
module means and what does CRM have in it for making sales experience smoother.</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">Sales will be taking care of business
once the marketing has completed with the campaigning and lead generation.</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">Sales person need to schedule Meetings,
take notes, have tasks in place for reminders, send emails track emails in
system for customer business. Dynamics CRM provision all this features and
there are many add-on's which could ease up the job of on-site sales person to
have optimized sales route and analytics of sales pattern to guess the business
success rate.</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">Once sales person confirms the business
opportunity with customer with a meeting or over a phone call, an
Opportunity can be captured in Dynamics CRM to track progress and communication
of the sales. Different approval levels can be set to opportunities
if business requires so.</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">Products that are required can
be attached to the opportunity from the inventory in Dynamics
CRM </span><span style="font-family: "verdana" , sans-serif; font-size: 10pt;">(Products and related functionalities will
be discussed in detail in upcoming posts.)</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">Post business confirmation from
customer, sales person can quote the customer for the products, the Quotation
will be formal negotiation with customer on the price, agreed terms and
conditions, warranty, delivery, etc. so the quotation can be negotiated
many times. In Dynamics CRM Opportunity record can be used to create
Quotation which will copy over most of the details from Opportunity, Quote can
be activated when it is sent to customer, so that quotation is
not changed post sending to customer. Depending on negotiation the quotation can
be revised any number of times.</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">There could be times when customer
quote the products in batch, like a set on first quarter and second set of
products in 2nd quarter and so on, so Dynamics CRM allows sales person to capture
the any number of quotation against an opportunity.</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">Post negotiation, when the quotation approved by
customer, sales person need to create Sales order against the quotation to bill
the customer for the product/service they have obtained. In Dynamics CRM
the Quotation can be converted to Order and the details from the
quote will be carried over to sales order.</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm;">
<span style="font-family: "verdana" , sans-serif; font-size: 13.5pt;">Once the order is fulfilled, i.e.
product is delivered, Invoice will be raised to customer and
sent to customer via respective channels. In Dynamics CRM Order record can
be fulfilled/partially fulfilled and invoice can be raised
for the order. Invoice record will be created in CRM which will
be tagged to quote and order record and Invoice can be printed
from CRM as per requirement.</span><span style="font-family: "times new roman" , serif; font-size: 13.5pt;"><o:p></o:p></span></div>
<br />
<div class="MsoNormal">
<br /></div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-28108348534321209552016-12-13T08:27:00.002+05:302016-12-13T08:39:16.765+05:30Dynamics CRM Modules Explained - Episode 1<span style="font-family: "verdana" , sans-serif;">Hey guys let us fall back to basics, This is going to be long posts which could explain Dynamics CRM Modules and their functional purpose. (this is going to include only basic Sales, Marketing, Service modules, any later modules like Project service automation, field service automation will be looked up on later in a different post.</span><br />
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<br />
<h3>
<b><span style="font-family: "verdana" , sans-serif;">So CRM is...</span></b></h3>
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<br />
<ul>
<li><span style="font-family: "verdana" , sans-serif;">Literally CRM is Customer Relationship Management, which inturn means getting customers, doing sales, and sustaining customers by providing quality post sales service.</span></li>
<li><span style="font-family: "verdana" , sans-serif;">Dynamics CRM primarily has 3 major modules, Sales, Marketing & Service. we can crash over each module swiftly.</span></li>
</ul>
<h3>
<span style="font-family: "verdana" , sans-serif;"><b>Marketing</b></span></h3>
<div>
<span style="font-family: "verdana" , sans-serif;"><b><br /></b></span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Marketing involves getting new customers onboard to do sales with, so to do that we would need campaigns and advertisements.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Campaigns is not a simple event, it involves lot of stage like, planning, budgeting, allocating tasks, arranging infrastructure, running campaign, inviting prospect customers & getting business lead out of the visiting customers.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Campaign is planned and budgeted with help of Campaign Activities which can be assigned to other users and can be monitored as a goal or using dashboard.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Marketing List need to be created to have invitee list of customers for the event, primarily prospect customers or existing customers with Business Leads are to be captured in this. Accounts, Contacts & Leads can be attached to a List. Technical aspect of Marketing List will be discussed Later in upcoming blogs.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Once List is ready, advertisements can be distributed via different mediums and responses can be captured back to CRM as Business Lead or opportunity or Campaign Responses. we will discuss in detail about the campaign activities later blog series</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">The Marketing module basically ends here as the Business Opportunities are usually followed up by Sales people.</span><br />
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<span style="font-family: "verdana" , sans-serif;">We will have a detailed look at different ways to capture Lead/Opportunities in CRM from a campaign emails in later blogs.</span></div>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "verdana" , sans-serif;">Sales & Service Modules will be followed up in the upcoming blogs. keep watching this space</span></div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-11489945161846750422015-07-27T09:58:00.000+05:302016-12-14T08:51:25.364+05:30Changing security attributes is not allowed in stage 20 plugins.<span style="font-family: Verdana, sans-serif;">I faced a strange issue with Plugin which changes the Owner of a case during pre-create, the issues details said as below "Changing security attributes is not allowed in stage 20 plugins.".</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">The issue seems to be an upgrade in Dynamics CRM to maintain data integrity to not allow any security related changes during pre-create.</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">so as a work around you have below two options</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">1. Move your solution to Post Create/Update, but this will need explicit update of owner using assign request, which will trigger assign notification workflows.</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="color: #cccccc; font-family: Verdana, sans-serif; font-size: xx-small;"><b>Update: No more need of Assign Request if you are on latest CRM 2016 versions as this can be done via Update request</b></span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">2. Move your plugin to Pre-Validation,this is a perfect replacement for the same & works as expected.!!!</span>Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-62716558837167769252014-08-15T13:03:00.002+05:302014-08-15T13:03:30.872+05:30Windows 8 Application for MS Dynamics CRM.Recently had a chance to work on Windows 8.1 Surface device application development which integrates with CRM. below are the best links which helped me to achieve this as the development does not support any XRM SDK dll's to be added to the project directly.<br />
<br />
<a href="http://blogs.msdn.com/b/crm/archive/2012/11/02/building-clients-for-windows-phone-and-windows-8-rt.aspx" target="_blank">Building clients for Windows Phone and Windows 8 RT</a><br />
<br />
<a href="http://blogs.msdn.com/b/crm/archive/2013/05/28/new-blog.aspx" target="_blank">Connecting CRM Online and a Windows 8 Tiled App</a><br />
<br />
will post more links which i found useful for the development.Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-59490833793418076152014-01-31T20:18:00.000+05:302014-01-31T20:23:50.134+05:30SQL Query to find the Report subscription details for a CRM on premise<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt;">Below query has to be run against the ReportServer Database.Which will give you the report name, to address, CC & BCC and last report ran time details. i Found this query very handy when there are lots of report subscriptions going from your CRM.. :)</span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"><br></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">USE</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">ReportServer</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">GO</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">DECLARE</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">@Subscriptions</span>
<span style="color: blue;">TABLE </span><span style="color: grey;">(</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">Report_OID</span> <span style="color: blue;">UNIQUEIDENTIFIER</span><span style="color: grey;">,</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">ToList</span> <span style="color: blue;">VARCHAR</span><span style="color: grey;">(</span>8000<span style="color: grey;">),</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">CCList</span> <span style="color: blue;">VARCHAR</span><span style="color: grey;">(</span>8000<span style="color: grey;">),</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">BCCList</span> <span style="color: blue;">VARCHAR</span><span style="color: grey;">(</span>8000<span style="color: grey;">),</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">SubjectLine</span>
<span style="color: blue;">VARCHAR</span><span style="color: grey;">(</span>8000<span style="color: grey;">))</span><span style="color: blue;">DECLARE</span> <span style="color: teal;">@ExtensionSettings</span> <span style="color: blue;">XML</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">DECLARE</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">@Report_OID</span>
<span style="color: blue;">UNIQUEIDENTIFIER</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">DECLARE</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">@idoc</span> <span style="color: blue;">INT</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">DECLARE</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">SubscriptionList</span>
<span style="color: blue;">CURSOR</span> <span style="color: blue;">FOR</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">SELECT</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">Report_OID</span><span style="color: grey;">,</span><span style="color: teal;">ExtensionSettings</span> <o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">FROM</span> <span style="color: teal;">Subscriptions</span> <span style="color: teal;">SubscriptionList</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">Open</span> <span style="color: teal;">SubscriptionList</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">FETCH</span> <span style="color: blue;">NEXT</span> <span style="color: blue;">FROM</span> <span style="color: teal;">SubscriptionList</span>
<span style="color: blue;">INTO</span> <span style="color: teal;">@Report_OID</span>
<span style="color: grey;">,</span><span style="color: teal;">@ExtensionSettings</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">WHILE </span><span style="color: grey;">(</span><span style="color: magenta;">@@FETCH_STATUS</span><span style="color: grey;">=</span>0<span style="color: grey;">)</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">BEGIN</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">EXEC</span> <span style="color: maroon;">sp_xml_preparedocument</span><span style="color: blue;"> </span><span style="color: teal;">@idoc</span> <span style="color: blue;">OUTPUT</span><span style="color: grey;">,</span> <span style="color: teal;">@ExtensionSettings</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">INSERT</span> <span style="color: blue;">INTO</span> <span style="color: teal;">@Subscriptions</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">SELECT</span> <span style="color: teal;">@Report_OID</span><span style="color: grey;">,</span><span style="color: teal;">[TO]</span><span style="color: grey;">,</span><span style="color: teal;">[CC]</span><span style="color: grey;">,</span><span style="color: teal;">[BCC]</span><span style="color: grey;">,</span><span style="color: teal;">[Subject]</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">FROM</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> </span><span style="color: grey; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">(</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">SELECT</span> <span style="color: grey;">*</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">FROM</span>
<span style="color: blue;">OPENXML </span><span style="color: grey;">(</span><span style="color: teal;">@idoc</span><span style="color: grey;">,</span> <span style="color: red;">'/ParameterValues/ParameterValue'</span><span style="color: grey;">)</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">WITH
</span><span style="color: grey;">(</span><span style="color: teal;">Name</span> <span style="color: blue;">NVARCHAR</span><span style="color: grey;">(</span>1500<span style="color: grey;">)</span> <span style="color: red;">'Name'</span><span style="color: grey;">,</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">Value</span> <span style="color: blue;">NVARCHAR</span><span style="color: grey;">(</span>1500<span style="color: grey;">)</span> <span style="color: red;">'Value'</span><span style="color: grey;">)</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: grey;">)</span> <span style="color: blue;">AS</span> <span style="color: teal;">SourceTable</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: grey;">pivot</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> </span><span style="color: grey; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">(</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: magenta;">MAX</span><span style="color: grey;">(</span><span style="color: teal;">value</span><span style="color: grey;">)</span> <span style="color: blue;">FOR</span> <span style="color: teal;">[Name]</span> <span style="color: grey;">IN</span><span style="color: blue;"> </span><span style="color: grey;">(</span><span style="color: teal;">[TO]</span><span style="color: grey;">,</span><span style="color: teal;">[BCC]</span><span style="color: grey;">,</span><span style="color: teal;">[CC]</span><span style="color: grey;">,</span><span style="color: teal;">[Subject]</span><span style="color: grey;">)</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: grey;">)</span> <span style="color: blue;">AS</span> <span style="color: teal;">pivottable</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">EXEC</span> <span style="color: maroon;">sp_xml_removedocument</span><span style="color: blue;"> </span><span style="color: teal;">@idoc</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">FETCH</span> <span style="color: blue;">NEXT</span> <span style="color: blue;">FROM</span> <span style="color: teal;">SubscriptionList</span>
<span style="color: blue;">INTO</span> <span style="color: teal;">@Report_OID</span>
<span style="color: grey;">,</span><span style="color: teal;">@ExtensionSettings</span><o:p></o:p></span></div>
<div class="MsoNormal">
<br></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">END</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">CLOSE</span>
<span style="color: teal;">SubscriptionList</span><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: blue;">DEALLOCATE</span>
<span style="color: teal;">SubscriptionList</span><o:p></o:p></span></div>
<div class="MsoNormal">
<br></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">SELECT</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">c</span><span style="color: grey;">.</span><span style="color: teal;">CreationDate</span><span style="color: grey;">,</span><span style="color: teal;">c</span><span style="color: grey;">.</span><span style="color: teal;">ExecutionTime</span><span style="color: grey;">,</span><span style="color: teal;">c</span><span style="color: grey;">.</span><span style="color: blue;">path</span><span style="color: grey;">,</span><span style="color: teal;">c</span><span style="color: grey;">.</span><span style="color: teal;">name</span><span style="color: grey;">,</span><span style="color: teal;">s</span><span style="color: grey;">.</span><span style="color: teal;">Tolist</span><span style="color: grey;">,</span><span style="color: teal;">s</span><span style="color: grey;">.</span><span style="color: teal;">cclist</span><span style="color: grey;">,</span><span style="color: teal;">s</span><span style="color: grey;">.</span><span style="color: teal;">bcclist</span><span style="color: grey;">,</span><span style="color: teal;">s</span><span style="color: grey;">.</span><span style="color: teal;">subjectline</span> <span style="color: blue;">FROM</span> <o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: blue; font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";">Catalog</span><span style="font-family: Consolas; font-size: 9.5pt; mso-fareast-font-family: "Times New Roman";"> <span style="color: teal;">c</span> <span style="color: grey;">INNER</span> <span style="color: grey;">JOIN</span> <span style="color: teal;">@Subscriptions</span>
<span style="color: teal;">s</span> <span style="color: blue;">ON</span> <span style="color: teal;">c</span><span style="color: grey;">.</span><span style="color: teal;">ItemID</span> <span style="color: grey;">=</span> <span style="color: teal;">s</span><span style="color: grey;">.</span><span style="color: teal;">Report_OID</span> <span style="color: blue;">ORDER</span> <span style="color: blue;">BY</span> <span style="color: teal;">[path]</span><span style="color: grey;">,</span> <span style="color: teal;">Name</span><o:p></o:p></span></div>
<div class="MsoNormal">
<br></div>
<div class="MsoNormal">
<br></div>
<div class="MsoNormal">
<br></div>
<div class="MsoNormal">
<span style="color: blue; font-family: "Courier New"; font-size: 10.0pt; mso-fareast-font-family: "Times New Roman"; mso-no-proof: yes;">select</span><span style="font-family: "Courier New"; font-size: 10.0pt; mso-fareast-font-family: "Times New Roman"; mso-no-proof: yes;"> C<span style="color: grey;">.</span><span style="color: blue;">Description</span><span style="color: grey;">,</span>C<span style="color: grey;">.</span>ExecutionTime<span style="color: grey;">,</span>C<span style="color: grey;">.</span>ExecutionFlag<span style="color: grey;">,</span>C<span style="color: grey;">.</span><span style="color: blue;">Type</span><span style="color: grey;">,</span>C<span style="color: grey;">.</span>CreationDate<span style="color: grey;">,</span>S<span style="color: grey;">.</span>LastRunTime<span style="color: grey;">,</span>S<span style="color: grey;">.</span>EventType<span style="color: grey;">,</span>S<span style="color: grey;">.</span>DeliveryExtension<span style="color: grey;">,</span>S<span style="color: grey;">.</span>InactiveFlags <span style="color: blue;">from</span> <span style="color: blue;">Catalog</span> C <span style="color: grey;">inner</span> <span style="color: grey;">join</span> Subscriptions S <span style="color: blue;">on</span>
C<span style="color: grey;">.</span>ItemID<span style="color: grey;">=</span>S<span style="color: grey;">.</span>Report_OID</span><o:p></o:p></div>
<div class="MsoNormal">
<br></div>
<div class="MsoNormal">
<br></div>
<br>
<div class="MsoNormal">
<br></div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-66781255974146520152014-01-31T20:10:00.000+05:302014-01-31T20:10:03.316+05:30Meanwhile in the Dynamics CRM 2011!!CRM 2011 has got a new update too<br />
<br />
Rollup 16 has been released for the CRM 2011 version<br />
<a href="http://support.microsoft.com/kb/2872369" target="_blank">Dynamics CRM 2011 Rollup 16 available for download</a><br />
<br />
<br />
Latest SDK for CRM 2011:<br />
<a href="http://www.microsoft.com/en-US/download/details.aspx?id=24004" target="_blank">CRM 2011 sdk latest</a><br />
<br />
Watch this space for any new downloads information related to CRM 2011Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-65841388050329386792014-01-31T20:03:00.001+05:302014-02-08T23:11:11.198+05:30CRM 2013 rollup one is available now!! (watch this space for any CRM 2013 related downloads)<b>CRM 2013 on-premise installer:</b><br>
<a href="http://www.microsoft.com/en-us/download/details.aspx?id=40341" target="_blank">CRM 2013 On premise Source file</a><br>
<br>
<b>CRM 2013 Roll-up 1 is available for download:</b><br>
<a href="http://support.microsoft.com/kb/2891271" target="_blank">CRM 2013 Roll-up 1</a><br>
<br>
CRM 2013 Latest SDK download:<br>
<a href="http://www.microsoft.com/en-in/download/details.aspx?id=40321" target="_blank">CRM 2013 SDK</a><br>
<div>
<br></div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-7709333728293127582013-10-05T22:38:00.002+05:302013-11-03T20:12:24.898+05:30Dynamics CRM 2013 is available in CRM online now!!<b>Dynamics CRM 2013 is available for online trial now!</b><br />
<br />
<a href="http://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx" target="_blank">Click here to grab a 30 days CRM 2013 online trial</a><br />
<br />
CRM 2013 SDK available for dowload!!<br />
<br />
<a href="http://www.microsoft.com/en-in/download/details.aspx?id=40321" target="_blank">SDK 2013</a> Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-8965957949378914722013-09-14T10:23:00.001+05:302013-09-14T10:23:06.710+05:30MS Dynamics CRM Report Error "Report Does not exist"Today i came across and error that saying "Report Does not exist. The error came when i try to delete the report from the Dynamics CRM reports section.<br />
<br />
We had moved the current CRM instance to a new domain, with new organization name. There comes the issue!! We imported the organization database CRMORG_MSCRM, but after the testing we came across this error for all the scheduled reports.<br />
<br />
During the investigation we found that the Reporting server is almost empty with no scheduled reports available. but the OOB and SSRS reports are working fine. i tried to delete the report from CRM Reports section, but couldn't do so only Error came up!!<br />
<br />
Now comes the resolution part, The issue is because the Scheduled reports are stored in the ReportServer Database, which was not imported. So we need to somehow delete the reports and reschedule the reports, In the report server the Reports are stored in the Report-server->Organization Name->4.0 folder with the GUID of the report schedule as name in the Report server, we need to trick CRM by uploading a dummy report file (.rdl) and rename the Report to the GUID of the Scheduled report. The Report GUID can be found by clicking f11 button and copying the GUID from the URL. Use the Guid with "{GUID}" in the name of the uploaded RDL, now we can delete the Report form CRM Report section. Viola!!!! Reports are deleted!<br />
<br />
I have tested the above scenario and it is working fine!! for further queries u drop a mail <a href="mailto:irah.2008@gmail.com" target="_blank">Contact me</a>Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-61575912770126396692013-09-07T11:12:00.001+05:302014-01-31T20:14:41.874+05:30Few Use full links for Microsoft Dynamics CRM, that u will never wanna miss!!Best Source for all the CRM news, Learning and Updates!! <br />
<br />
<a href="http://technet.microsoft.com/en-us/library/jj992623.aspx%20http://msdn.microsoft.com/en-us/dynamics/crm/jj937218%20http://rc.crm.dynamics.com/rc/2011/en-us/default.aspx" target="_blank">Microsoft Dynamics CRM IT Pro Center</a><br />
<a href="http://rc.crm.dynamics.com/rc/2011/en-us/default.aspx" target="_blank">MS Dynamics CRM Customer Center</a><br />
<a href="http://msdn.microsoft.com/en-us/dynamics/crm/jj937218" target="_blank">Microsoft Dynamics CRM Developer Center</a><br />
<br />
Update 1:<br />
<br />
If you have access to microsoft partner source and you are interested in learning whats there for you in 2013 version of MS CRM below are the links for you.. excellent learning opportunities.<br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D847462%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Setup and Upgrade New Features</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D848608%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Blitz Day – Sales and Marketing
Track (Part 1 of 3)</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D848610%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Blitz Day – Sales and Marketing
Track (Part 2 of 3)</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D848619%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Blitz Day – Sales and Marketing
Track (Part 3 of 3)</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D848615%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Blitz Day – Technical Track (Part 1
of 3)</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D848616%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Blitz Day – Technical Track (Part 2
of 3)</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D848617%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Blitz Day – Technical Track (Part 3
of 3)</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D848378%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 SDK New Features</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D847460%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 User Interface New Features</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D847465%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Application New Features</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D847470%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Application Upgrade New Features</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D847469%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Application Control New Features</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D847728%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Processes New Features</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D847727%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Customization New Features</a><o:p></o:p><br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D847730%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 for Tablets New Features</a><o:p></o:p><br />
<br />
<a href="https://training.partner.microsoft.com/learning/app/SYS_Login.aspx?lang=en-us&RU=https%3A//training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx%3FActivityId%3D847729%26UserMode%3D0" target="_blank">Microsoft Dynamics CRM 2013 Server-Side Synchronization and
Microsoft Office Outlook New Features</a><o:p></o:p>Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-14157443663665434792013-09-07T11:08:00.002+05:302013-09-07T11:08:20.101+05:30What's new in Dynamics CRM 2013 Latest News!!<strong><br /></strong>
<h2>
<strong>No More Entity Base & Entity Extension Base Tables!!!</strong></h2>
<h3>
<br /></h3>
<h3>
So that means faster execution of Reports, views, & Limited SQL & CRM usage when working with Filtered views!! this will be a great improvement in the performance of CRM 2013.</h3>
<br />
Here is the blog from<strong> </strong><br />
<br />
<strong><a href="http://www.dynamicscrmpros.com/2013/08/microsoft-dynamics-crm-2013s-entity-table-merge-for-sql-server/" target="_blank">Source</a> </strong><br />
<br />
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</strong><br />
As a consultant who spends a lot of time with the data in CRM I’ve always wondered
if the <entity>ExtensionBase tables would persist forever as they were
really there because of a limitation of SQL 2000. However since Microsoft no
longer supports SQL 2000 or 2005 with Dynamics CRM and with the reliance
on 64 bit hardware, the sky is really the limit. I am excited to say that as of
CRM 2013, there will no longer be <entity>Base and
<entity>ExtensionBase tables; they will be merged and it will just be
<entity>!<br />
<br /><br />
<br />
CRM 2011 and Earlier Configuration: Default and
custom fields stored in separate tables.<br />
<entity>Base ie. AccountBase – Holds OOTB data elements and key
information for the entity<br />
<entity>ExtensionBase ie.AccountExtensionBase – Holds all custom fields
you’ve created and added to the entity. This requires an extra key in the database
to store that relationship between the base entity and the extension.<br />
CRM 2013 Configuration: One table per entity. All fields
are merged<br />
Why does this matter?<br />
<ul type="disc">
<li class="MsoNormal" style="mso-list: l0 level1 lfo1; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; tab-stops: list .5in;">Fewer Joins</li>
<li class="MsoNormal" style="mso-list: l0 level1 lfo1; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; tab-stops: list .5in;">Fewer Locks</li>
<li class="MsoNormal" style="mso-list: l0 level1 lfo1; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; tab-stops: list .5in;">Higher efficiency in queries
and views</li>
<li class="MsoNormal" style="mso-list: l0 level1 lfo1; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; tab-stops: list .5in;">Streamlined design</li>
<li class="MsoNormal" style="mso-list: l0 level1 lfo1; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; tab-stops: list .5in;">Less data overhead</li>
<li class="MsoNormal" style="mso-list: l0 level1 lfo1; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; tab-stops: list .5in;">Redundant keys are removed</li>
</ul>
How do I merge these tables?<br />
The process is handled by the upgrade, however Microsoft has indicated that you
will be able to defer the merge of these tables for a period of time but
Dynamics CRM 2013 will still continue to work with both models. So, if you have
some custom stuff happening in your database, Plug-ins or in Scribe
(integration) jobs or maybe some Data Warehouse loading/Extract Transform Load
jobs, you’ll need to consider your plan for making these work with
the new merged table structure.<br />
<br />
Hooray, merged tables, what else is coming with 2013?<br />
How about easily embedding Yammer into your application, including specific
group conversations?<br />
Broad HTML 5 Support<br />
Newly designed form flow<br />
New navigation<br />
Stage Gating on multiple entities<br />
Advanced authentication (some really neat stuff here)<br />
Access Teams (These are really cool!)<br />
Enhanced mobility features and access<br />
Outlook client enhancements<br />
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-84349788736079381892013-09-07T11:00:00.002+05:302013-09-07T11:00:59.757+05:30Why should'nt we Direct T-SQL Update on a CRM Database Solid Reasons from Microsoft MVPs!!<!--[if gte mso 9]><xml>
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mso-bidi-theme-font:minor-bidi;}
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<![endif]-->
<br />
<div class="MsoNormal">
Jamie Miley </div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span>If you are using
Auditing in CRM, it won't reflect any changes done by manual database update.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span>Modified, by, modified
on, etc... will also not be adjusted properly</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;">
</span>PrincipleObjectAccess table will not be updated based on manual updates
and so permissions will not be properly set on any inserted, updated, deleted
records.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Scott Sewell</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span>Database updates to
CRM, if you did updates to something that affects security (owner, business
unit, etc...) no updates would occur to PrincipleObjectAccess table</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span>Updating Name
fields will cause issues because lookups tend to cache names</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Damian Sinay:</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span>Plugins and/or
workflows won't fire</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span>Also caching is an
issue, any cached data won't be invalidated by a database operation.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Gustaf Westerlund</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span>If you are not
110% sure what youa re doing you are risking the stability of the entire
system.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Julie Yack</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span><span style="mso-spacerun: yes;"> </span>It’s bad karma to do unsupported stuffs when
a supported way will do it.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Carston Groth</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span>Relations might
get lost if you´re only performing the action on one datebase table ignoring
all related tables</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Joel Lindstrom</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="mso-spacerun: yes;"> </span>Biggest reason is
that it will appear to work initially but problems will crop up later and you
won’t be able to connect the dots to the real issue because the issue won’t be
caught by the normal error reporting mechanisms.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Example:</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Customer manually loaded contact records and later couldn’t
reassign them. Turned out to be because in their manual load they didn’t
populate businessunitid. The contacts worked, but couldn’t be reassigned later
because that field wasn’t populated, but the error message generated didn’t
explain what the problem was, because records created in a supported way always
have that field populated</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Different customer manually overwrote the createdby and
modifiedby using unsupported T-SQL. Records initially appeared to work OK;
however, when users attempted to forward the message in CRM, they got an error.
Again, since this was a delayed error situation that showed up months later, it
was very difficult to find the real reason for the error—all diagnostics did
not show the real problem.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
So to me, that is the biggest reason not to create records
in an unsupported way. It is very difficult to verify that it is correct
because standard system data validation does not fire, and if you miss
anything, the real problem may not show up for months and will most likely be outside
of the normal error reporting mechanism. You are on your own. Was it worth it?</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
In Conclusion</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
In the end, I think these are all great ideas regarding the
issue.<span style="mso-spacerun: yes;"> </span>I really just want to echo Gustaf
above.<span style="mso-spacerun: yes;"> </span>The fact is that it is considered
unsupported for a reason.<span style="mso-spacerun: yes;"> </span>Microsoft
doesn't want to deal with it either.<span style="mso-spacerun: yes;"> </span>All
unsupported customizations are adding serious risk to your entire
implementation as Microsoft would be entirely within their right to wipe their
hands of the entire implementation when they can show that these types of
things are being used.<span style="mso-spacerun: yes;"> </span>The API and SDK
are there for a reason, please use them. There are ways to do almost anything
you could be trying to do that would cause you to go an unsupported route.<span style="mso-spacerun: yes;"> </span>This is where a good partner can really steer
you in the right direction.<span style="mso-spacerun: yes;"> </span>You have
already invested a lot of money on your Dynamics CRM implementation in software
costs and in most cases consulting time to put it into place and get it
customized properly, protect that investment!</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<a href="http://mileyja.blogspot.in/2013/09/solid-reasons-not-to-do-direct-database.html" target="_blank">Source</a> </div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-62887259790853592322013-08-17T14:17:00.001+05:302013-08-17T14:17:19.252+05:30CRM 2011 Email Attachment - Sharepoint Archieval<span style="font-family: Verdana,sans-serif;">After a very long gap.. back to the blog writing.. this time with a solution to all the CRM implementations who are having trouble with their Database Size.</span><br />
<br />
<span style="font-family: Verdana,sans-serif;">In one of the projects i worked we came across a situation where the Database is at the threshold level, and the analysis showed that the 75% of the Database is taken by the Email Attachments. which constitutes most of the space. and the business need is such that we couldn't delete old emails to get relieved of attachments.</span><br />
<span style="font-family: Verdana,sans-serif;"><br /></span>
<span style="font-family: Verdana,sans-serif;">The Solution came up was to use Share point!!!</span><br />
<span style="font-family: Verdana,sans-serif;">yes! share point is the best solution to store documents and attachments which could store the attachments storage and we can give the link of the storage folder to an Iframe in the Email form.</span><br />
<span style="font-family: Verdana,sans-serif;"><br /></span>
<span style="font-family: Verdana,sans-serif;">Below is the link to the solution developed by me for archiving the email attachments to SharePoint folders.</span><br />
<b><span style="font-family: Verdana,sans-serif;"><a href="https://crmattachment2sharepoint.codeplex.com/" target="_blank">CRM 2011 Email Attachment to SharePoint archival</a></span></b><br />
<span style="font-family: Verdana,sans-serif;"><br /></span>
<span style="font-family: Verdana,sans-serif;">It is a Codeplex link, try to solution and let me know for any issue in here or in the codeplex discussions or issues tab</span>Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-17071458304280078072013-01-04T17:22:00.000+05:302013-01-04T17:22:12.601+05:30CRM Reports Error Subreport could not be shownFollow the steps mentioned below (take a look at the last point).<br />
<br />
<ol>
<li>First run sub-report individually without calling from main report. If it show output means there is no error in sub-report. </li>
<li>If 1st step execute successfully, then for time being disable or delete sub-report and run main report, Check weather if it shows output successfully. </li>
</ol>
<ul>
<li><strong>If you fail in 1st step means there is some problem in sub-report. </strong></li>
<li><strong>If you fail in 2nd step means sub-report is working fine, problem with main report. </strong></li>
<li><strong>If 1st and 2nd step run successfully then make sure you have pass parameter properly between reports. </strong></li>
<li><strong><span style="color: red;">If Pre filtering is enabled in your reports delete the Default filter of modified on last 30 days filter in both main report and sub report.</span></strong></li>
</ul>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com2tag:blogger.com,1999:blog-8314106136158820467.post-71711947321229298862012-12-30T09:28:00.001+05:302012-12-30T09:33:31.753+05:30Back to CRM 4.0...<strong><span style="color: #0b5394;">Go a chance to work in CRM 4.0 recently.. great experience after working in CRM 2011.. Hats off to the guys who working on the CRM 4.0... Lots of steps for simple customization... all those has been eased in 2011 version... As we know CRM 4.0 supports many html DOM Events.. which are not supported in CRM 2011.. but over all a greate experience...</span></strong>Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-63625489900972020082012-09-19T17:39:00.001+05:302016-12-14T08:50:44.815+05:30Solution import failed: Option set name doesn't match after Roll-up installation<div class="MsoNormal">
<br /></div>
<div style="margin-bottom: .0001pt; margin: 0cm;">
<span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">When updating crm 2011 and
installing crm 2011 roll-up's there is a chance that option set schema name are
changed. it cannot be revereted back by uninstall. The only way is raising the
ticket in microsoft.</span><span style="font-size: 13.5pt;"><o:p></o:p></span></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<br /></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">Other way around is running the query below:</span><span style="font-size: 13.5pt;"><o:p></o:p></span></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<br /></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<strong><span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">The below query will find the mismatch fields:</span></strong><span style="font-size: 13.5pt;"><o:p></o:p></span></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<br /></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">select distinct optionset.name as Current_Name, entity.name as
Entity, attribute.Name as Attribute, '<strong>new</strong>_'
+ lower(entity.name) + '_' + lower(attribute.name) as Fixed_Name from
attribute, optionset, entity where attribute.optionsetid =
optionset.optionsetid and entity.entityid = attribute.entityid and</span><span style="font-size: 13.5pt;"><o:p></o:p></span></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">optionset.name like '<strong>new</strong>_%'
and optionset.name NOT like '%_<strong>new</strong>_%'
and attribute.name like '%<strong>new</strong>%'<span class="apple-converted-space"> </span>order by optionset.name</span><span style="font-size: 13.5pt;"><o:p></o:p></span></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<br /></div>
<strong><span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;"> To
fix the mismatch:</span></strong><span style="font-size: 13.5pt;"><o:p></o:p></span>
<br />
<div style="margin: 0cm 0cm 0.0001pt;">
<br /></div>
<span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">update
OptionSetView set name = '<strong>new</strong>_'
+ LOWER(entity.name) + '_' + LOWER(attribute.name)</span><span style="font-size: 13.5pt;"><o:p></o:p></span>
<br />
<div style="margin: 0cm 0cm 0.0001pt;">
<span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">from AttributeView as attribute, EntityView as entity</span><span style="font-size: 13.5pt;"><o:p></o:p></span></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">where attribute.optionsetid = OptionSetView.optionsetid and
entity.entityid = attribute.entityid and</span><span style="font-size: 13.5pt;"><o:p></o:p></span></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">OptionSetView.name like '<strong>new</strong>_%'
and OptionSetView.name NOT like '%_<strong>new</strong>_%'
and attribute.Name like '%<strong>new</strong>%'</span><span style="font-size: 13.5pt;"><o:p></o:p></span></div>
<div style="margin: 0cm 0cm 0.0001pt;">
<br />
<div style="margin-bottom: .0001pt; margin: 0cm;">
<span style="color: #cccccc; font-family: "verdana" , "sans-serif"; font-size: 13.5pt;">The above method is not
suported by microsoft. Use it on our own risk.</span><span style="font-size: 13.5pt;"><o:p></o:p></span></div>
<br />
<div class="MsoNormal">
<br /></div>
<br />
<div class="MsoNormal">
</div>
</div>
Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0tag:blogger.com,1999:blog-8314106136158820467.post-10693704537709765982012-06-05T10:36:00.001+05:302012-06-05T10:36:44.846+05:30Attach OnClick Event to MSCRM 2011<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<span style="font-family: "Cambria", "serif"; font-size: 12pt;"> In CRM when we select a check box or Radio Button and when we write some code on that that even will only fire when we press tab or when we click outside of that checkbox. This is because only <b>onchange</b> event is available for CRM fields no <b>onclick</b> event is there.</span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<span style="font-family: "Cambria", "serif"; font-size: 12pt;">But we can programmatically create a <b>onclick</b> event in CRM for fields,</span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<span style="font-family: "Cambria", "serif"; font-size: 12pt;">Just add this JavaScript code to onload of form</span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.5in;">
<b><span style="color: blue; font-family: Consolas; font-size: 10pt;">function</span></b><b><span style="color: black; font-family: Consolas; font-size: 10pt;"> onLoad()</span></b></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.5in;">
<b><span style="color: black; font-family: Consolas; font-size: 10pt;"> {</span></b><b><span style="color: black; font-family: "Cambria", "serif";"> </span></b><b><span style="color: black; font-family: Consolas; font-size: 10pt;"> </span></b><b><span style="color: black; font-family: Consolas; font-size: 10pt;"> crmForm.all.schema_name.onclick = </span></b><b><span style="color: blue; font-family: Consolas; font-size: 10pt;">function</span></b><b><span style="color: black; font-family: Consolas; font-size: 10pt;"> ()</span></b></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt 0.5in;">
<b><span style="color: black; font-family: Consolas; font-size: 10pt;"> {</span></b><b><span style="color: black; font-family: "Cambria", "serif";"> </span></b><b><span style="color: black; font-family: Consolas; font-size: 10pt;"> </span></b><b><span style="color: black; font-family: "Cambria", "serif";"><br /></span></b><b><span style="color: black; font-family: Consolas; font-size: 10pt;"> //here your code for action to be done</span></b><b><span style="color: black; font-family: "Cambria", "serif";"><br /></span></b><b><span style="color: black; font-family: Consolas; font-size: 10pt;"> }</span></b><b><span style="color: black; font-family: "Cambria", "serif";"> </span></b><b><span style="color: black; font-family: Consolas; font-size: 10pt;"> </span></b><b><span style="color: black; font-family: Consolas; font-size: 10pt;"> }</span></b></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<b><span style="color: black; font-family: Consolas; font-size: 10pt;"><span style="color: black; font-family: Consolas; font-size: 10pt; mso-ansi-language: EN-US; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin;">Note: Many such events are available like onfocuschange, ondragged, etc.</span></span></b></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<span style="font-family: Calibri;">These events can be found when user debugg the java script using the IE developer tools by pressing f12. and put "</span><span style="font-family: Consolas; font-size: x-small;"><strong>crmForm.all.schema_name</strong>" in watch window<strong>.</strong></span></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<strong><span style="font-family: Consolas; font-size: x-small;">Click on below link to find how to debug javascript using IE developer tools.</span></strong></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<a href="http://msdn.microsoft.com/en-us/library/dd565625(v=vs.85).aspx" target="_blank">Java Script debugging using developer tools</a></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<b><span style="font-family: Consolas; font-size: x-small;">Happy programming.!! :)</span></b></div>
<div class="MsoNormal" style="margin: 0in 0in 0pt;">
<br /></div>Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com3tag:blogger.com,1999:blog-8314106136158820467.post-13453846484362806362012-05-23T11:40:00.003+05:302012-05-23T11:40:47.173+05:30No Plugins selected from the list. Please select atleast one and try again.Some times when Registering a Plugin through the Plugin Registration Tool we come across a Error Like "<br />
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span style="font-family: Calibri;">No Plugins selected from the list. Please select atleast one and try again.".</span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHYpSWTZ28A-t8xdU39A8ZYIN7B8xsg3zPZjefKRWCcuY_w8gpPb8fMYYfkGj64dDfECKZxk21hg6wcmaZR3M3gBWcAbavV9m1alcMv-WzkhYRMwd32emgijoFWY_Z4grTfY71eo-tpHhG/s1600/class+public+error.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="358" qba="true" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHYpSWTZ28A-t8xdU39A8ZYIN7B8xsg3zPZjefKRWCcuY_w8gpPb8fMYYfkGj64dDfECKZxk21hg6wcmaZR3M3gBWcAbavV9m1alcMv-WzkhYRMwd32emgijoFWY_Z4grTfY71eo-tpHhG/s640/class+public+error.png" width="640" /></a></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span style="font-family: Calibri;">This is because of the the problem in the coding of the Plugins.</span></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjizB8fuxZad3RWrfzTV9oiTmxF6YRgckPGlguqT3uP_HIDmVEOb193Yxw8tcKKkDPN3EYpb7XlGcUZg7u4QWEBnw1PFVcFSNaQyOGf3hCzIKhrnX_oA_8m3dPfzHtOjqZi9aw8fGgz5Pwe/s1600/class+public+error+1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="358" qba="true" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjizB8fuxZad3RWrfzTV9oiTmxF6YRgckPGlguqT3uP_HIDmVEOb193Yxw8tcKKkDPN3EYpb7XlGcUZg7u4QWEBnw1PFVcFSNaQyOGf3hCzIKhrnX_oA_8m3dPfzHtOjqZi9aw8fGgz5Pwe/s640/class+public+error+1.jpg" width="640" /></a></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<br /></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span style="font-family: Calibri;"><strong> The Class type of the Plugin Class Library is not mentioned as Public since C# will take the default as Private and this makes the Plugins to not load into the Plugin Registration Tool.</strong></span></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDT86366fKx9XEJdtEOWdg456l_03Rv-wc4qzuRvzoWeAAcZ8Lop85_c8XrqtQSrTgDs6v18zrN5l_Q3aH1hgmnVZ_D-TW41M2XwthWnb1_EstAQq1UO6JPbUpYYXFCv1pTMeVA-o15YvC/s1600/class+public+error+2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><strong><img border="0" height="358" qba="true" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDT86366fKx9XEJdtEOWdg456l_03Rv-wc4qzuRvzoWeAAcZ8Lop85_c8XrqtQSrTgDs6v18zrN5l_Q3aH1hgmnVZ_D-TW41M2XwthWnb1_EstAQq1UO6JPbUpYYXFCv1pTMeVA-o15YvC/s640/class+public+error+2.jpg" width="640" /></strong></a></div>
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<span style="font-family: Calibri;">Just make the the Class as Public Type. Violla the Things Works fine!!!!</span></div>
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<span style="font-family: Calibri;">Just Regiter with the Tool again.</span></div>Hari Narayananhttp://www.blogger.com/profile/00771059559622297542noreply@blogger.com0