Microsoft Dynamics CRM Developer's Guide: MS CRM

Showing posts with label MS CRM. Show all posts

Tuesday, June 23, 2009

Could not verify the version of Microsoft Dynamics CRM - VPC 2009 Error

I download the MS CRM VPC 2009 and did the windows update. When I reboot the system the MS CRM Web Application was not getting loaded.

I confirm that all the MS SQL SERVER and MS CRM services are running. Finally I check the Event Log and found the below error:
Could not verify the version of Microsoft Dynamics CRM at http://crm/Contoso.
The remote name could not be resolved: 'crm'

To resolve this issue, simply add the entry in HOST file.
Browse "C:\WINDOWS\system32\drivers\etc\" and open the HOSTS file in notepad and add the below entry at the end of the file :
127.0.0.1 crm

Save and close the file.
Refresh you browser.... Here your MS CRM app will get loaded....

Thursday, March 26, 2009

Unable to Create / Update record for Business Closure.

First, you have to assign the below role (Update Business Closures) to the user.

Second, you have to assign another set of roles to the user:

Go to Service Management tab -> assign Calender entities (Create, Read, Write) roles.

Save and Close Roles record.
Refresh the Business Closures entity record page(http://SERVER:PORT/Organisation_Name/tools/business/business.aspx?pid=02)

Isn't it simple !!!!!

Wednesday, March 25, 2009

There is an error in xml document (Row, column)

Are you getting this error When Calling retrieve(), retrieveMultiple() ..... and so on CRM Methods ?

The solution is very simple:
remove the existing CRM Web services and Add them again (CrmService, Discovery, Metadata).
Recompile and Run your application.

Wednesday, December 17, 2008

MS CRM 5 – Secure Code on the Server - OnLive

Click here to watch the Video

In this one we chat about how to write custom code in Dynamics CRM and have that run securely in the various deployment models available including on-premises, partner-hosted and even in CRM Online.

The current version of CRM allows code on the server (for plug-ins or workflows) and that code runs in full trust. That’s the primary reason why server code is not allowed on Dynamics CRM Online where you’re sharing the server with many other tenants.

There are a number of different areas where you might need to write custom code on the server; for instance, custom workflows, custom web apps, plug-ins. It’s not hard to allow that sort of thing. Where it gets tricky is allowing developers to do that in ways that don’t compromise security and performance.

List Web Part for Microsoft Dynamics CRM 4.0

Overview
The List Web Part for Microsoft Dynamics CRM 4.0 provides a way to view and update Microsoft Dynamics CRM records using a Windows SharePoint Services 3.0 SP1 or Microsoft Office SharePoint Server 2007 SP1 Web site. Microsoft Dynamics CRM users can create shared or personal List Web Parts of Microsoft Dynamics CRM records from a SharePoint Web site, open records in Microsoft Dynamics CRM 4.0 from the List Web Part, and create connected List Web Parts.

You can download it from Microsoft website. Click here to download

Monday, December 8, 2008

Error message when you log on to any organization in Microsoft Dynamics CRM 4.0: "The specified organization is disabled"

Consider the following scenario. You create two organizations in Microsoft Dynamics CRM 4.0. Then, you disable the default organization. In this scenario, when you log on to any organization in Microsoft Dynamics CRM, you receive the following error message:
Error: The specified organization is disabled

This problem occurs because a valid default organization does not exist in Microsoft Dynamics CRM.

To resolve this problem, use one of the following methods.

Method 1: Enable the default organization

Start -> Programs -> Microsoft Dynamics CRM -> Deployment Manager.
Click Organizations, right-click the default organization, and then click Enable.
Reset Internet Information Services (IIS). To do this, Start -> Run, type iisreset, and then click OK.

Method 2: Set another organization as the default organization

Start -> Programs -> Microsoft Dynamics CRM -> Deployment Manager.
Click Organizations, right-click an organization, and then click Set as Default Organization.
Reset Internet Information Services (IIS). To do this, Start -> Run, type iisreset, and then click OK.

Wednesday, December 3, 2008

MS CRM 4.0 upgrade issues list.

When upgrading MS CRM 3.0 to CRM 4.0, please follow the below chekclist to avoid failures:

1. Any Un supported customization will not upgrade

2. Any 3rd party tool will not upgrade like C360 components etc. It will give you trouble so first remove that and check your vendor for upgradeable version for CRM 4.0, I am sure they are upgrading it.

3. Any Connector like GP Connector, Biztalk Adapter will not upgrade

4. CRM Mobile Express 3.0 will not upgrade

5. CRM Accelerator for Seible will not supported to upgrade.

6. Sharepoint list webpart will not upgrade

7. Datamigration Pack will not upgrade

8. Your custom calls or code will not upgrade, you have to rebuild your code using new crm services, atleast you have to use crm discovery as it is multi-organizational system.

9. CRM Outlook Client will not upgrade

10. Any custom code for outlook will not upgrade

11. CRM Callouts need to modify and register with Plugin Register tool

12. Your code web to lead or web to contact need to modify by using CRM Discovery Service and updation manually

13. Any Code will not upgrade by MS CRM 4.0, you have to do all configuration manually.

14. Assembly written for workflow will not upgrade and link, you have to again link with it

Standard CRM Reports will be upgraded and link will automatically build with new CRM SRS connection. but following types of reports will not upgrade

The Reports has been modified to use expressions for linking will not upgrade.
The Report has been modified to use stored procedures will not upgrade.
Reports that use information about workflow, such as sales pipeline report etc will not upgrade.

Happy MS CRM 4.0 Upgrade.

Increase Attachment size in MS CRM 4.0

By default, MS CRM 4.0 file attachment size is 5 MB.
Below are the steps to increase the default size to 10 MB.

1. Open the web.config of MS CRM

2. Locate httpRuntime the key within the element and change the values to the following: httpRuntime executionTimeout = "9999"
maxRequestLength = "10240"

3. Locate httpRuntime the key within the element of the element, and change it to the following: httpRuntime maxRequestLength = "10240"

save the web.config and restart IIS.

Saturday, November 15, 2008

Assign Values to MS CRM attribute Types

Microsoft Dynamics CRM contains a set of attribute type classes used to define the attributes for each entity. These classes are specified in the following table.

Examples

The following sample shows you how to instantiate and set the value of each data type.

// Set up the CRM Service.

CrmAuthenticationToken token = new CrmAuthenticationToken();
token.AuthenticationType = 0;
token.OrganizationName = "AdventureWorksCycle";


CrmService service = new CrmService();
service.Url = ""http://<servername>:<port>/mscrmservices/2007/crmservice.asmx";
service.CrmAuthenticationTokenValue = token;
service.Credentials = System.Net.CredentialCache.DefaultCredentials;

CrmBoolean boolean = new CrmBoolean();
boolean.Value = true;

CrmDateTime dateTime = new CrmDateTime();
dateTime.Value = "2006/5/27T17:00:00";

CrmDecimal dec = new CrmDecimal();
dec.Value = (decimal)10.1;

CrmFloat f = new CrmFloat();
f.Value = (float)10.1;

CrmMoney money = new CrmMoney();
money.Value = (decimal)10.00;

CrmNumber number = new CrmNumber();
number.Value = 10;

Lookup lookup = new Lookup();
lookup.Value = user.UserId;
lookup.type = EntityName.systemuser.ToString();

Owner owner = new Owner();
owner.type = EntityName.systemuser.ToString();
owner.Value = user.UserId;

Picklist list = new Picklist();
list.Value = 1;

Status status = new Status();
status.Value = 1;

EntityNameReference reference = new EntityNameReference();
reference.Value = EntityName.systemuser.ToString();

Key key = new Key();
key.Value = user.UserId;

Wednesday, September 24, 2008

Check Number of notes attached to a Crm Record.

Write below code on save of the entity.

var CRM_FORM_TYPE_CREATE = 1;

if (crmForm.FormType == CRM_FORM_TYPE_CREATE)

    var obj=document.frames(”notescontrol”).document;

    var textarea=obj.getElementsByTagName(’TEXTAREA’);

    if (textarea.length < 1)

        alert (”please eneter somenotes”);

        // Cancel the save

        event.returnValue = false;

CRM Form Types

Is the user creating a new record?
crmForm.FormType == 1

Is the user updating an existing record
crmForm.FormType ==2

Is the user unable to update this record?
crmForm.FormType == 3

Is this record deactivated?
crmForm.FormType == 4

Is the user using the Quick Create form?
crmForm.FormType == 5

Is the user using the Bulk Edit form?
crmForm.FormType == 6

What is the unique ID for this record?
= crmForm.ObjectId

What type of record is this?
= crmForm.ObjectTypeCode

What type of record is this (Entity Name)?
= crmForm.ObjectTypeName

Is the user using the Outlook Client?
crmForm.IsForOutlookClient==true

Is the user using the Outlook Light Client?
crmForm.IsForOutlookLightClient == true

Is the user working On line?
crmForm.IsOnline==true

Have any fields in this form been changed?
crmForm.IsDirty==true

Tuesday, August 12, 2008

Working with Null Values in MS CRM

When you update an entity instance there is a mechanism you can use to differentiate the absence of a value from a null value. To set an attribute value to null you must set both IsNull and IsNullSpecified to true. For attributes of type String, you must assign the value to String.Empty. This same mechanism is used when you create a query to find a null value.

Another option is to use the type helper code available in Microsoft.Crm.Sdk assembly and in the CRMHelpers classes.

Example

The following code example shows you how to create null instances of the various Microsoft Dynamics CRM attribute types.

CrmBoolean boolean = new CrmBoolean();

boolean.IsNull = true;

boolean.IsNullSpecified = true;

CrmDecimal dec = new CrmDecimal();

dec.IsNull = true;

dec.IsNullSpecified = true;

CrmFloat f = new CrmFloat();

f.IsNull = true;

f.IsNullSpecified = true;

CrmMoney money = new CrmMoney();

money.IsNull = true;

money.IsNullSpecified = true;

CrmNumber number = new CrmNumber();

number.IsNull = true;

number.IsNullSpecified = true;

Lookup lookup = new Lookup();

lookup.IsNull = true;

lookup.IsNullSpecified = true;

PickList list = new PickList();

list.IsNull = true;

list.IsNullSpecified = true;

Status status = new StatusV();

status.IsNull = true;

status.IsNullSpecified = true;

Owner owner = new Owner();

owner.IsNull = true;

owner.IsNullSpecified = true;

Example

The following code example shows you how to create null instances of the various Microsoft Dynamics CRM attribute types using the type helper classes.

CrmBoolean boolean = CrmBoolean.Null;

CrmDecimal dec = CrmDecimal.Null;

CrmFloat flt = CrmFloat.Null;

CrmMoney money = CrmMoney.Null;

CrmNumber number = CrmNumber.Null;

Lookup lookup = Lookup.Null;

Picklist list = Picklist.Null;

Status status = Status.Null;

Owner owner = Owner.Null;

Thursday, August 7, 2008

Create Note and Assign to a Entity.

Sample code which will create a note and attach to the specified Entity (Specify Entity Name and GUID of the Entity Record)

CrmService service = GetCrmService("http://192.168.150.221:5555", "ORGANIZATION", "USERNAME", "PASSWORD", "DOMAIN");

annotation note = new annotation();

note.subject = "NOTE SUBJECT";

note.filename = @"schema.xsd";

note.mimetype = "text/html";

string encodedData = string.Empty;

using (FileStream fs = new FileStream(@"c:\schema.xsd", FileMode.Open, FileAccess.Read))

byte[] byteData = new byte[fs.Length];

fs.Read(byteData, 0, byteData.Length);

encodedData = System.Convert.ToBase64String(byteData);

note.documentbody = encodedData;

note.objectid = new Lookup();

note.objectid.type = "SPECIFY ENTITY_NAME";

note.objectid.Value = new Guid("F27A627B-DF1A-DD11-AEA5-0003FF90FBC7");

note.objecttypecode = new EntityNameReference();

note.objecttypecode.Value = "SPECIFY ENTITY_NAME";

Guid annotationId = service.Create(note);

---- HERE you can Initialize CRM SERVICE Object.....

public static CrmService GetCrmService(string crmServerUrl, string organizationName, string userName, string password, string domain)

    // Get the CRM Users appointments

    // Setup the Authentication Token

    CrmAuthenticationToken token = new CrmAuthenticationToken();

    token.OrganizationName = organizationName;

    CrmService service = new CrmService();

    if (crmServerUrl != null &&

    crmServerUrl.Length > 0)

        UriBuilder builder = new UriBuilder(crmServerUrl);

        builder.Path = "//MSCRMServices//2007//CrmService.asmx";

        service.Url = builder.Uri.ToString();

    service.Credentials = new System.Net.NetworkCredential(userName, password, domain);

    service.CrmAuthenticationTokenValue = token;

    return service;

Happy Coding....

Monday, February 4, 2008

Microsoft Dynamics CRM Demonstration Tools (for Microsoft Dynamics CRM 4.0)

Brief Description
The Microsoft Dynamics CRM 4.0 Demonstration Tools provide a simple user interface that allows you to easily enter and edit data to populate or modify your instance of Microsoft Dynamics CRM. It also allows you to load and store your data in XML format, so that you can reuse your data in the future.

You can download this tool from Microsoft website, for more information
Visit: http://www.microsoft.com/downloads/details.aspx?FamilyID=634508DC-1762-40D6-B745-B3BDE05D7012&displaylang=en

Brief Description:
Sample data can be used for marketing and sales presentations or for training people to use Microsoft Dynamics CRM 4.0.

http://www.microsoft.com/downloads/details.aspx?familyid=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

MS CRM 4.0 Sample Data (On-Premise) ready for download

Microsoft Dynamics CRM 4.0 Sample Data (On-Premise) ready for download...

http://www.microsoft.com/downloads/details.aspx?FamilyID=d5f77ee7-3d01-4944-b5dc-c8cdc8123df4&DisplayLang=en

Microsoft Dynamics CRM Developer's Guide