Tag: Dynamics CRM

Using Entity List as oData Feed: Dynamics 365 Portal

In Dynamics 365 portals we have “Entity Lists” which can be used to display system view on Portal UI as grids/tables.

Other than above usage entity lists also provide flexibility to expose data as oData web services.

To setup oData scroll down on entity list record to “OData Feed” tab and enter the values of entity type name, entity set name and View.

Based on above configuration system will generate oData URL as https://<portalurl>/_odata/entity_set_name

To fetch the data from above oData service

  • Generate the oData URL.
  • Call oData service and get response.
  • Loop through the response to get the data.

 

 

In above code we are passing the account guid to oData as filter and getting list of active contacts tagged to that accounr.

oData service from entity list provide us with various query options like :

  • $filter –> to filter the results based on condition.
  • $orderby –> to sort the results
  • $top –> to get top n results
  • $skip –> to skip top n results.
  • $inlinecount –> to get count of records in the response.
  • $format –> to define the response type, options can be atom, json, jsonverbose.

You don’t have the appropriate permissions. Dynamics 365 Portal

Post upgrade Dynamics 365 Portal we were getting following error during inserting/updating record from portal. 

“You don’t have the appropriate permissions.”

To fix this go to “Entity Permission” and make sure that all permission records which have “Create” and “Update” permissions checked also also have “Append” and “Append To” permission checked.

 

Refer to Microsoft support block highlighting this issue.

https://support.microsoft.com/en-sg/help/4020181/portal-entity-permission-enhancement-requires-record-modifications

Renaming Attributes on Entity Form: Dynamics 365 Portal

While working on Microsoft Dynamics 365 Portal one of the requirement we had was to rename certain fields on Portal so that those are more self explanatory to portal users.

 

To do that for entity form,

  • Go to Entity form Record.
  • Scroll down to “Entity Form Metadata” sub-grid.
Dynamics 365 Entity Form
  • Create a new entity form metadata record of type Attribute and Select the Attribute.
  • Update Label field to display the relevant label on the form.
Dynamics 365 Attribute Metadata

 

To update label in entity list,

  • Go to entity list record,
  • Scroll down to “Options” tab and “Grid Configuration” section.
  • In “Override Column Attributes” select “Attribute”, key in “Display Name”, put column width in pixel (percentage was not working for me).
Dynamics 365 entity list

Thoughts on CRM Online 2015 Update 1 Official Pre-release Documentation

CRM Online 2015 Update 1 Official Pre-release

Tracking Email Activities in an Exchange Folder

What can be done?

· We can link up an Exchange folder to CRM Account, Opportunity etc records and any email dragged to that folder is auto tracked and linked in CRM

How to do it?

· Create a new exchange folder like you are used to off, to categorize mails. This time folder structure is more from Account/ Opportunity/ Contact perspective.

· Set it up to track a particular record in CRM (How? don’t know yet). Any mail dragged to that folder or routed to that folder through exchange rules will be auto linked to record which is linked to folder.

Benefits?

· This seems beneficial for Outlook power-users who are comfortable in Outlook premise and don’t have to move around to link the mails manually. It will save time and can be a selling point/ a good to have demo slide for this particular category of users.

Catch?

· Right now it’s not an available feature but thinking about me makes me wonder what will happen if mail comes to 10 different users or a Delivery group and all setup similar rules? Will it create 10 copies of linked records?

Export CRM Online Data to Excel Online

They say that the export is smoother and seamless from CRM Online to Excel Online for better and quick analysis. I am waiting to see the changes.

Best part I can see is you can now export 100,000 records instead of 10,000. This is a welcome change. J

OneNote CRM Online Integrations

OneNote (my fav. Note taking tool which I haven’t seen being widely used outside a small Microsoft focused technical community) notes can now be linked to CRM records automatically (How? don’t know). Blog specifically mentions only Opportunity record. Need to see where else can we have that integration.

New CRM for Phone app which is closer to Tablet version.

Let’s face it, CRM for tablet itself is not there yet but it’s a fast changing world let’s see what Microsoft has in its bag for future release.

Others:

· Now you can pin the records you want and can see recently accessed records at one place. That’s something I see customer/ end users using very frequently.

· Assigning Default Entitlement to the case.

· Auto record creation moves beyond Services Module (i.e. case entities).

· Dynamics CRM Integration with InsideView.

http://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

FetchXML Report Record Count Limits Demystified – Reblogged

Having a record limit of 5000 on FetchXML improves performance becomes a pain when you are working with a FetchXML report in online.

Supposedly there in no such limit in when you are working with FetchXML report in online scenario. I tries it with 5000+ records and it worked fine.

Will try it out with 100,000+ records and let you know.

http://blog.customereffective.com/blog/2011/10/fetchxml-report-record-count-limits-demystified.html

Import Solution Issue in UR 12

Recently we tried to import solution on CRM which was recently updated from UR 6 to UR 12.

Solution we had was taken from same server from a different org (after upgrade) and was getting stuck at the import step with no activity (at all) in progress bar.

Following Exception was there in CRM Trace log viewer

at CrmException..ctor(Int32 errorCode, Object[] arguments) ilOffset = 0x36

at SolutionImportProcessPage.ProcessRequestData() ilOffset = 0x4A

at SolutionImportProcessPage.ProcessAction(String action) ilOffset = 0x92

at AppUIPage.OnPreRender(EventArgs e) ilOffset = 0xD

at Control.PreRenderRecursiveInternal() ilOffset = 0x54

at Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) ilOffset = 0x6D3

at Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) ilOffset = 0x3C

at Page.ProcessRequest() ilOffset = 0x14

at Page.ProcessRequest(HttpContext context) ilOffset = 0x31

at CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() ilOffset = 0x18D

at HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) ilOffset = 0x15

at ApplicationStepManager.ResumeSteps(Exception error) ilOffset = 0x10A

at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData) ilOffset = 0x5C

at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr) ilOffset = 0x16A

at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType) ilOffset = 0x4B

>Crm Exception: Message: An error occurred while importing a Solution., ErrorCode: -2147188685

To resolve this following post from Microsoft discussion forum helped

http://social.microsoft.com/Forums/en-US/crmdeployment/thread/755b7161-4ec3-40d1-bc37-776460656d9e

  1. Stop Async Service in services.msc
  • Run “services.msc”
  • Stop Async Service

     

2.  Take Microsoft.crm.sdk.proxy.dll from latest sdk

3.  Open Visual studio command line tools (in administrator privileges)

Run

gacutil /i c:sdkbinMicrosoft.crm.sdk.proxy.dll

do

4.  IIS reset, restart CRM Async Service in services.msc

Try importing the solution

 

PS: If you are in a farm deployment then Install Microsoft,crm.sdk.proxy.dll in the server running CRM Async Service.

Before installing dll, stop the async service, install dll in gac and restart async service.