Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts

Monday, October 7, 2013

Where to find CRM SDK URL in CRM 2013?

Settings -> Customizations -> Developer Resources
Organization Service,  Format like:
http://ServerName/OrgName/XRMServices/2011/Organization.svc

Thursday, October 3, 2013

How to solve problem "Cannot start Microsoft Outlook. Cannot open the Outlook window. The set of folders cannot be opened. You must connect to Microsoft Exchange with the current profile before you can synchronize your folders with your Outlook data file (.ost)."

How to solve problem "Cannot start Microsoft Outlook. Cannot open the Outlook window. The set of folders cannot be opened. You must connect to Microsoft Exchange with the current profile before you can synchronize your folders with your Outlook data file (.ost)."


Start Microsoft Exchange RPC Client Access service on Exchange Server box 

How to solve problem "E-Mail-Router: "Incoming Status: Failure - The request failed with HTTP status 403: Forbidden"

Exchange Web Services URL is wrong.

How to solve problem "Incoming Status: Failure - The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel. The remote certificate is invalid according to the validation procedure."

How to solve problem "Incoming Status: Failure - The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel. The remote certificate is invalid according to the validation procedure."?

Install valid certificate on CRM box

Wednesday, October 2, 2013

How to solve Error message on CRM Dashboard "you do not have sufficient privileges to view this chart. Contact your system administrator"?


Goto
Setting ->  Administration -> Users -> Client Access License (CAL) Information
Change:
Access Mode: Read-Write
License Type: Full

Thursday, September 26, 2013

Common tasks related to CRM Queue management

1. How to create a queue
Settings -> Business Management -> Queues
2. How to assign a queue to team or user
Settings -> Business Management -> Queues
3. How to assign items to a queue
Workplace -> Activities-> Tasks -> Save -> Add to Queue
4. How to assign queue item to an user
Who is working on: Workplace -> Queues -> Item -> Queue Item Detail
5. How to enable an entity to a queue
Settings -> Customizations -> Customize the System -> Entities -> Queues checkbox

Monday, September 23, 2013

What is Queue definition in Microsoft CRM?

Queues are places in organizing, prioritizing, and monitoring the progress of your working items in CRM.

In CRM following entities are enabled for Queues by default:
Appointment
Campaignactivity
CampaignResponse
Email
Fax
Incident
Letter
PhoneCall
RecurringAppointmentMaster
ServiceAppointment
Task


Reference:
http://msdn.microsoft.com/en-us/library/gg328459.aspx

Wednesday, September 18, 2013

How to solve problem "Metadata contains a reference that cannot be resolved" while try to create connection with CRM server?

First of all, check the url if correct. If wrong url, will get this error.(http://{}/{orgName}/XRMServices/2011/Organization.svc)
If cannot find the problem, run CrmSvcUtil with enabled tracing information by
CrmSvcUtil.exe.config













Will get detailed error information

Monday, September 16, 2013

How to solve problem "EntityState must be set to null, Created (for Create message) or Changed (for Update message)" while to try to update earlying binding entity?

How to solve problem "EntityState must be set to null, Created (for Create message) or Changed (for Update message)" while to try to update earlying binding entity?

There is one method in OrganizationServiceContext object calls: UpdateObject
Do not use the one in OrganizationServiceProxy. If use, the get the error message

context.UpdateObject(en);
//serviceProxy.Update(en);


Friday, September 13, 2013

The minimum steps to try out Microsoft CRM early binding

1. Generate CRM entity by CrmSDvcUtil.exe tool in folder of crm\sdk\bin
Reference:
http://msdn.microsoft.com/en-us/library/gg327844.aspx
CrmSvcUtil.exe /url:http://ServerName/OrganizationName/XRMServices/2011/Organization.svc /out:CSFileName.cs /username:usernamewithDomain /password:password /namespace:namespace /serviceContextName:contexName

2. Add following code in console app (Copy generate cs file into project and add it into)
            var _credentials = new ClientCredentials();
            _credentials.Windows.ClientCredential = (NetworkCredential)CredentialCache.DefaultCredentials;
            string CRM_SDK_URL = "http://ServerName/OrganizationName/XRMServices/2011/Organization.svc";
            OrganizationServiceProxy proxy = new OrganizationServiceProxy(new Uri(CRM_SDK_URL), null, _credentials, null);
            proxy.EnableProxyTypes();
            Account account = new Account { Name = "Sample Parent Account" };
            var _parentAccountId = proxy.Create(account);

Thursday, September 12, 2013

How to get list of sub accounts in CRM plugin ?

public void Execute(IServiceProvider serviceProvider)
  {
            Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext) serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));
            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
            {
                Entity entity = (Entity)context.InputParameters["Target"];
                if (entity.LogicalName == "account") 
                {
                    // Obtain the organization service reference.
                    IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                    IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

                    //Get current account id (accountid)
                    var currentAccountid = entity["accountid"];
                    Microsoft.Xrm.Sdk.Query.QueryByAttribute querybyattribute = new Microsoft.Xrm.Sdk.Query.QueryByAttribute("account");
                    querybyattribute.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("accountnumber", "accountid", "emailaddress1");

                    querybyattribute.Attributes.AddRange("parentaccountid");
                    querybyattribute.Values.AddRange(currentAccountid);

                    EntityCollection retrieved = service.RetrieveMultiple(querybyattribute);
                    int count = 0;
                    foreach (var en in retrieved.Entities)
                    {
                        count += 1;
                        en.Attributes["accountnumber"] = count.ToString();
                        service.Update(en);
                    }
               }  
 
  }


Wednesday, September 11, 2013

How to remote debug Microsoft CRM plugin?

0. Tried Visual Studio 2010, failed. 32 bit VS not working with 64 bit remote debugger.
Error message:
Unable to attach to the process. The 32-bit version of the Visual Studio Remote Debugging Monitor (MSVSMON.EXE) cannot be used to debug 64-bit processes or 64-bit dumps. Please use the 64-bit version instead.
Certainly, you can not connect 2010 remote debugger with 2012
Unable to connect to the Microsoft Visual Studio Remote Debugging Monitor named 'CHATHAM\rwang@CRM'.  The Microsoft Visual Studio Remote Debugging Monitor (MSVSMON.EXE) does not appear to be running on the remote computer. This may be because a firewall is preventing communication to the remote computer. Please see Help for assistance on configuring remote debugging.

1. Remote tools for Remote Tools for Visual Studio 2012 Update 2
http://www.microsoft.com/en-my/download/details.aspx?id=38184
2. Run and Get Tcp/ip port number
3. Copy plugin pdb file into CRM box folder:
 C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly
4. In VS2012, Debug -> attach, put mahine_name@port_number in the qualifier box
5. Then attach to w3p process.

How to solve “Action failed for: Assembly must be registered in isolation” when try to register a plugin into CRM?

The user account must exist in the Deployment Administrators group of Deployment Manager.

The Whole error message:
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Action failed for assembly 'SamplePlugins, Version=0.0.0.0, Culture=neutral, PublicKeyToken=829f574d80e89132': Assembly must be registered in isolation.

Refenrence:
http://blogs.msdn.com/b/crminthefield/archive/2011/08/17/error-message-assembly-must-be-registered-in-isolation-when-registering-plugins-in-microsoft-dynamics-crm-2011.aspx






Monday, September 9, 2013

How to create a Plugin to Microsoft CRM?


1. Download and install CRM SDK
http://www.microsoft.com/en-us/download/details.aspx?id=24004
2. Open Visual Studio and create new CRM plugin project
3. Set up Signing property for this project
4. Run pluginregistration Utility in the folder of "\sdk\bin"
5. In CRM, goto Setting->Customization->Plugin, will see the new plugin