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Continue reading →: Auditing User’s Access In CRM 2011
One of the key feature in CRM 2011 which was not exist in CRM 4.0 is “Auditing” CRM 2011 has Out Of the Box Audit feature to audit the business data. With the CRM 2011 Roll Up 5, we can also audit the users logon access with the feature “Audit User…
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Continue reading →: Limitations of CRM
Below are few limitations of CRM I came across with workaround Excel Export You can only export 10000 records. If you export more than 10,000 records, only the first 10,000 records are exported Can be modified by updating the Organization record and setting the maxrecordsforexporttoexcel field Refer full properties of Organization…
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Continue reading →: Getting Record Count In CRM 2011
Assume you have more than 5000 Contacts in your CRM organization and you want to get the exact count from Advanced Find. Out of the box, CRM 2011 displays record count on each view up to only 5000. If more than 5000 it will display (5000+) Records Count – View…
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Continue reading →: Client Access Licenses (CAL) – CRM 2011
CRM 2011 for On-premises is licensed using a Server/CAL (Client Access License) model. There are two CALs with the following usage distinctions User CAL – Enables each licensed user to access the CRM Server from any device. Device CAL – This assigns the CAL to a device so it can…
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Continue reading →: RoleService:VerifyCallerPrivileges failed. PrivilegeName: prvAssignWorkflowSession error in CRM 2011
I was getting the below error when I was trying to add a User to a Team RoleService::VerifyCallerPrivileges failed. User:, PrivilegeName: prvCreateWorkflowSession, PrivilegeId:, Depth: Basic, BusinessUnitId: Fix Provide access to the “Dialog Session” entity to the security role whom the current user belongs to 🙂
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Continue reading →: UserId & InitiatingUserId properties in Plugin of CRM
In CRM plugin, “IExecutionContext” contains 2 properties UserId Gets the GUID of the user for whom the plug-in invokes “on behalf of”. InitiatingUserId Gets the GUID of the user under which the current pipeline is executing. Consider a scenario You have a user “RAJ” with “Sales Person” role with only…
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Continue reading →: Configure Tracing and view trace log files in CRM
Tracing is important in CRM especially when your plugin throw exceptions in Test or Production environments We can configure and view the trace log file easily using “Crm Trace Log Viewer” tool and it work for both CRM 4.0 and 2011 Download Once you download the tool Configure Tracing Double…
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Continue reading →: Creating a plug-in on SavedQuery entity using CRM developer toolkit
In one of my requirement I have to create a plugin on “SavedQuery” entity to filter the views I was using CRM developer toolkit and when I open the “CRM Explorer” I did not find “SavedQuery” entity Later I came to know that “CRM Explorer” show entities by ‘Display Name’…
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Continue reading →: Fixing time zone issues while reading datetime fields using jscript in CRM 2011
When you read datetime field values using OData or SOAP , you may not get exact datetime values if your CRM application is using by users from different time zones. We can fix the problem by using the “timezonebias” field from current users “UserSettings“ timezonebias & timezonedaylightbias are system-calculated fields based on the time…
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