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Archive for December, 2014

2014 in review

December 30, 2014 Leave a comment

The WordPress.com stats helper monkeys prepared a 2014 annual report for this blog.

Here’s an excerpt:

The Louvre Museum has 8.5 million visitors per year. This blog was viewed about 170,000 times in 2014. If it were an exhibit at the Louvre Museum, it would take about 7 days for that many people to see it.

Click here to see the complete report.

Categories: Uncategorized

Hierarchy Visualization – CRM 2015

December 17, 2014 Leave a comment

With CRM 2015, you can represent self-referenced records in Chart format, this feature called as ‘Hierarchy Visualization’.

If the Entity is configured for ‘Hierarchy Visualization’, a symbol as below will appear for Self referenced records.

Account Hierarichal View

Account Hierarchical View

By clicking the chart symbol you will be redirected to below Chart.

Account Hierarichal View - Tile View

Account Hierarichal View – Tile View

Every rectangle, contain record information called as a ‘Tile’

Here is the video from Dynamics team on how to configure ‘Hierarchical Visualization’.

Quick Points

  • Only below listed Out Of The box entities can be configured as ‘Hierarchical Visualization’.
Hierarchy Enabled Entities

Hierarchy Enabled Entities

  • Business Units are not supported.
  • Only 1:N relationships can be enabled to be hierarchical (Not supported for N:N)
  • Hierarchical settings can be included in Solutions.
  • Record data displayed in tile is from ‘Quick View Form’. Only 4 fields are displayed on a tile excluding Sub-grids & IFrames.
  • Querying Hierarchical Data
    • New commands added in ‘FetchXML’ and ‘Condition Expression’ of ‘Query Expression’, to query Hierarchical data.
    • Querying Hierarchical data not supported with OData end point.
Query Hierarchy Data - New Commands

Query Hierarchy Data – New Commands

  • A new RowAggregate called ‘CountChildren’ has been added which returns Count of Child records for the Current record.
Hierarchy Visualization - Get Child Records Count

Hierarchy Visualization – Get Child Records Count

🙂

Custom Help Pages – CRM 2015

December 10, 2014 Leave a comment

Before CRM 2015 to get custom help pages, the only way is running unsupported PowerShell commands.

With CRM 2015, CRM administrators can configure Custom help pages for entire organization or for specific customizable entities.

Organization Level Custom Help

  • Go Settings -> Administration -> System Settings
  • Provide URL of the web page you want to configure as below
Custom Help - System Settings

Custom Help – System Settings

  • Append Parameters to URL
    • By enabling this, in the opened Help page along with URL you get below parameters
      • entrypoint – Valid values include form, hierarchychart, and formid. The formid parameter refers to the GUID of the form or hierarchy chart that help was opened from.
      • typename – schema name of the entities form where Help opened (Only available when you open Help from entity form)
      • userlcid – Logged in users language code.
Help Button - Account Form

Help Button – Account Form

Help Page with Parameters

Help Page with Parameters

Entity Level Custom Help

  • We can configure individual help pages for customizable entities.
Custom Help - Entity Level

Custom Help – Entity Level

Note

  • If custom help is turned off, the default help content will be displayed
  • Custom Help is not available currently for Tablet

Refer this video from CRM Team.

🙂

Categories: Uncategorized Tags: ,

Transaction count after EXECUTE indicates a mismatching number – SQL Error

December 8, 2014 Leave a comment

I was getting the below exception when I execute a stored procedure from my C# console application.

SQL Transaction Error

SQL Transaction Error

My Stored procedure executes in Transaction mode and wrapped in Try/Catch block (Refer below)

CREATE PROCEDURE [Name]

BEGIN TRY

BEGIN TRANSACTION;

— My SQL Script

COMMIT TRANSACTION;

END TRY

BEGIN CATCH

IF XACT_STATE() <> 0

ROLLBACK TRANSACTION;

END CATCH

Reason

  • We get this error if the transaction started and terminated suddenly without committed or rollback.
  • In my Stored Procedure I had a ‘return’ statement after ‘BEGIN TRANSACTION’ , so the stored procedure terminated neither calling COMMIT nor ROLLBACK.

Fix

  • Put “SET XACT_ABORT, NOCOUNT ON” statement which suppresses the error.
  • So the modified Stored Procedure template is as below

CREATE PROCEDURE [Name]

AS

SET XACT_ABORT, NOCOUNT ON 

DECLARE @starttrancount int

BEGIN TRY

SELECT @starttrancount = @@TRANCOUNT

IF @starttrancount = 0

BEGIN TRANSACTION

      — Your SQL Script

IF @starttrancount = 0

COMMIT TRANSACTION

END TRY

BEGIN CATCH

IF XACT_STATE() <> 0 AND @starttrancount = 0

ROLLBACK TRANSACTION

END CATCH

🙂

Different ways of referencing web resources – CRM

December 8, 2014 Leave a comment

If you have a HTML file added as a Web resource in CRM and it need to refer below web resources

  • new_jquery
  • new_dummy

Below are 2 ways to achieve the same

Standard Way

One way is to follow below convention to refer the web resource files in your HTML file

<script src=”../webresources/{webresourcename}”></script>

Referencing by folders

Assume you maintain files in folder structure, in your Visual studio solution which looks as below

  • Jscript
    • Util
      • jquery.js
      • helper.js
    • Account
      • account_form.js
      • account_ribbon.js
  • CSS
    • dummy.css

Below is a more readable way to refer CRM web resources in HTML file.

Below are steps to achieve same.

Step 1

Add web resources with name as “solution prefix_/{webresourcename}”, as below.

  • new_/Jscript/Util/jquery
  • new_/CSS/dummy
Web resource with folder naming

Web resource with folder naming

Step 2 

When you follow above naming convention, web resources can be referenced like how we do it in Asp.net projects, as below

<script src=”Jscript/Util/jquery” type=”text/javascript”></script>

Refer MSDN Link

Categories: CRM Tags: , ,

CRM 2015 Enhancements and new features

December 4, 2014 Leave a comment

CRM 2015 is the latest advent of Microsoft Dynamics CRM and its previously code named as “Vega”.

As you get lot of resources about CRM 2015 over internet, this article briefs you about major enhancements and new features.

Calculated and Roll-up Fields

Prior to Dynamics CRM 2015, to perform calculations or rollups, we had to write code.

In CRM 2015 its pretty much configurable at field creation level.

There is a new attribute called ‘Field Type’ where you can set when you create a new field.

Field Type can be Simple/Calculated/Rollup.

Calculated and Rollup Fields

Calculated and Rollup Fields

‘Simple’ is same field type provided in previous versions of CRM

Calculated Fields

  • Assume you have a Date field “Purchase Date” and you want to calculate “Estimated Close Date” value based on another option set field ‘Type’
    • If ‘Type’ is ‘Fruit’,   Then Estimated Close Date= Purchase Date + 20
    • If ‘Type’ is ‘vegetable’, Then Estimated Close Date= Purchase Date + 30
Calculation Field

Calculation Field

  • To achieve this before CRM 2015, we rely on code\script.
  • With CRM 2015, you can achieve the same using ‘Calculated Fields’

Rollup Fields

  • Rollup fields are used to perform record level aggregation from related records (With 1:N Relationship)
  • You can display Sum or Average of Estimated Revenue of all Related Opportunities on Account form 

Note –

  • Calculated fields store in the database and can be used in views / reports / charts / forms / Field Level Security.
  • Record has to be saved before calculated field is updated when form refreshes
  • If you choose a field type, you cannot alter to ‘Simple or Calculated’ fields
  • The moment you choose the field as Rollup or Calculated, system automatically saves the field (Weird, you don’t need to click ‘Save’).
  • Rollup using other rollup fields is not supported

Field Level Security (FLS)

  • In CRM 2015, we can define Field Level Security(FLS) on both Out of the box and Custom fields
  • In CRM 2013, its available only to Custom fields
  • In CRM 2015, FLS extended for additional attribute types such as address fields (out of the box only) and email fields (custom or out of the box fields).

Hierarchical Security Model

  • With Hierarchy security modeling, granular record level access can be granted for an organization without having to create and manage business units.
  • It can be ‘Manager’ or ‘Custom position’ Hierarchy
Hierarchy Security Model

Hierarchy Security Model

Global Search

  • We can search records across different record types or configure specific fields on our preferred entities.
  • Few things to consider as below
Quick Find - CRM 2015

Quick Find – CRM 2015

  • Refer this video from Dynamics team

Custom Help Pages

Hierarchy Visualization

Miscellaneous Enhancements

Disable Navigation Tour

  • In CRM 2015, there is an option in Settings -> Administration -> System Settings whether to display Navigation Tour to User or not.
Display Navigation Tour

Display Navigation Tour

  • Even if option set to not display, User can always get the ‘Navigation Tour’ by navigating as below
Open Navigation Tour

Open Navigation Tour

Nested Quick Create Form

  • Quick Create Forms introduced in CRM 2013 but to create a new Contact from Account’s Quick Create form, we will get Contacts Create form instead of Contacts Quick Create Form.
Quick Create CRM 2015

Quick Create in CRM

  • In CRM 2015, we will get Contact Quick Create form from the Account’s Quick Create form which is a ‘Nested Quick Create Form’
Nested Quick Create CRM 2015

Nested Quick Create CRM 2015

Check out Dynamics CRM 2015 Release Preview Guide for more details.

🙂