Archive
Lead qualify process design changes in UR 12 – CRM 2011
In UR 12, the lead conversion process has been redesigned. Refer below for lead qualify process before and after UR 12
Lead conversion before UR 12
- Before UR 12, we have “Qualify” button on Lead ribbon
- It opens a “Convert Lead” web page, which gives us options to create Contact/Account/Opportunity.
Convert Lead – Before UR 12
After UR 12
With new design, the “Convert Lead” dialog box no longer appears during lead qualification.
- We have 2 ribbon buttons (Qualify and Disqualify).
Convert Lead – UR 12
- The qualify button will automatically create the related Opportunity record based on the customer information entered into the Lead form
- Associated Contact and Account records will also be automatically created based on the First Name, Last Name, and Company Name field data, respectively
- If you click disqualify you are able to select the status reason, otherwise if you click qualify the lead will just automatically be qualified.
KB Article which talks about the same
Read and Parse XML web resource using Jscript – CRM 2011
I have a XML file with below content added as a web resource (new_fruitsxml) in my CRM application
<?xml version=”1.0″ encoding=”utf-8″ ?>
<Fruits>
<Fruit Code=”App”>
<Name>Apple</Name>
<Price>20</Price>
</Fruit>
<Fruit Code=”Orng”>
<Name>Orange</Name>
<Price>10</Price>
</Fruit>
</Fruits>
Below is the Jscript code to read and parse the XML.
Note – The code uses JQuery to parse the XML, so you have to refer “jquery1.4.1.min.js” file to make the code works.
function ReadXML() {
try {
var xmlPath = “../WebResources/new_fruitsxml”;
$.ajax({
type: “GET”,
url: xmlPath,
dataType: “xml”,
success: parseXML
});
} catch (e) {
alert(“Error while reading XML; Description – ” + e.description);
}
}
function parseXML(xml) {
$(xml).find(“Fruit”).each(function () {
// Read attribute
alert(“Fruit Code – ” + $(this).attr(“Code”));
// Read Nodes
alert(“Fruit Name – ” + $(this).find(“Name”).text());
alert(“Fruit Price – ” + $(this).find(“Price”).text());
});
}
- In “ReadXML()” function we read the webresource and if the read succeeds, we mention the “parseXML()” function in “success: parseXML”
- So, on success, control comes to “parseXML()” function where we parse the XML
🙂
Dynamics XRM Tools for CRM 2011
Came across a useful tool Dynamics XRM Tools from CodePlex, which provide CRM 2011 developer and configuration tools at one place.
You can download this Silverlight based tool as a Managed solution from here
Upon importing of the solution you can get below tools on demand
- OData Query Designer
- Metadata Browser
- CRM 4 to CRM 2011 JavaScript Converter
- Trace Tool (on premise only)
- Statistics
Below is the preview of the tool
Dynamics XRM Tools
Associate/Disassociate plugin messages in CRM
In CRM, the Associate or Disassociate event happens
- If you have a N:N relationship between two entities and when you try to associate or disassociate records either from Associated view or Sub grid.
Entity Associate View
In Plugins, the Associate & Disassociate messages behave little different than other messages.
- When you register a plugin on Associate message, you have to leave “Primary and Secondary” entities as ‘none’.
Associate Plugin Step
- Since we don’t provide entity names, the registered Plug-in step triggers on all “Associate” operations, so we have to check few conditions to let the “Association” trigger happen only between intended entities.
You can use the below code template for Associate or Disassociate plugins
EntityReference targetEntity = null;
string relationshipName = string.Empty;
EntityReferenceCollection relatedEntities = null;
EntityReference relatedEntity = null;
if (context.MessageName == “Associate”) {
// Get the “Relationship” Key from context
if (context.InputParameters.Contains(“Relationship”)) {
relationshipName = context.InputParameters[“Relationship”].ToString();
}
// Check the “Relationship Name” with your intended one
if (relationshipName != “{YOUR RELATION NAME}”) {
return;
}
// Get Entity 1 reference from “Target” Key from context
if (context.InputParameters.Contains(“Target”) && context.InputParameters[“Target”] is EntityReference) {
targetEntity = (EntityReference)context.InputParameters[“Target”];
}
// Get Entity 2 reference from ” RelatedEntities” Key from context
if (context.InputParameters.Contains(“RelatedEntities”) && context.InputParameters[“RelatedEntities”] is EntityReferenceCollection) {
relatedEntities = context.InputParameters[“RelatedEntities”] as EntityReferenceCollection;
relatedEntity = relatedEntities[0];
}
}
🙂
Access denied error while updating user’s “domain name” field
We have few existing users in our CRM application which we wanted to change the “Domain name”.
Users Domain Name (i.e., ‘User Name’ field)
Also we wanted this update to be done by a User who is not a “System administrator”.
We were getting below exception for few users, when we try to update the domain name of User record.
Access is denied; Unable to get DNS Name of Domain
Troubleshoot steps
- Since the logged in user was not “System Administrator”, we thought there was some missing privilege preventing the user to change the domain name
- But at the same time “System Administrator” is able to update domain name successfully
- So we tried a trick by copying “System Administrator” role and created a new role and assigned the role to user and tried
- Still we were getting same exception with copy of “System Administrator” role
Reason
- The reason was “System administrator” role will be having some hidden privileges (Which are not available on Security role form)
- So the System Administrator role in order to make changes to the logon name.
Below articles helped me to understand the problem
Working with CRM 2011 online – Basics
Below are few things to ponder, when you are new to CRM and moving from “onpremise” to “online”.
Device registration
- Its very important to get your device registered to connect to CRM online.
- We need to specify the device credentials many places (for example, credentials are must when you use “crmsvcutil.exe” to generate wrapper class etc…)
- We use “deviceregistration” tool which comes with SDK (sdk\tools\deviceregistration\bin\Debug\DeviceRegistration.exe) to generate device credentials
- Open the command prompt and use the command “deviceregistration.exe /operation:Register” to generate the credentials
Device Registration
- Once you generate the credentials, they get saved in a note file under C:\Users\username\LiveDeviceID
- Also you can get the credentials by using, the command “deviceregistration.exe /operation:Show”
Registering Plugin
- While connecting to your online organization using plug-in registration tool, provide
- Discovery URL – https://disco.crm5.dynamics.com (Common for all organizations)
- User Name – your office 365 admin id
Connect CRM online using Plugin Reg tool
- Refer MSDN Article to how to use plug-in registration tool
Using “crmsvcutil” with online
- To generate an early bound class in CRM 2011 online using “crmsvcutil.exe”
- Your device should be registered to connect to online CRM. Use the “Deviceregistration” tool register the device (Refer Device Registration section)
- Open command prompt and point to “crmsvcutil.exe” tool which comes with SDK (sdk\bin\crmsvcutil.exe)
- Provide the command to generate wrapper
CrmSvcUtil.exe /url:https://crm-org-name.crm.dynamics.com/org-id /username:user-wlid-email /password:user-wlid-pwd
/deviceid:user-defined-deviceid /devicepassword:user-defined-devicepwd” /out:”Xrm.cs” /namespace:Xrm
- Refer MSDN article to how to use crmsvcutil tool
Fetch Based Reports
- Connection string
- To generate reports with CRM online, you have to provide connection string in below format
- https://{Org_Name}.crm5.dynamics.com;{ Org_Name }
- To generate reports with CRM online, you have to provide connection string in below format
Fetch XML Connection String
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