Category Archives: CRM 2011

I have read “Microsoft Dynamics CRM 2011 Reporting”

Reporting is already a fundamental pillar for many companies and senior management. It brings the ability to understand key factors of the business such as the volume of opportunities, revenue and performance. The book Microsoft Dynamics CRM 2011 Reporting is a useful technical guide which delivers a simple and clear overview of the available reporting options within the platform Microsoft Dynamics CRM.

Microsoft Dynamics CRM is a flexible business solution based on SQL server that provides different and several reporting capabilities. Business users can create their own reports without real technical knowledge. At the same time, more complex designs can be implemented by developers or technical administrators using known Microsoft tools like Visual Studio or Report Builder. The author of the book, an experienced Microsoft MVP, have captured all this reporting functionality within the same.

The book follows an intuitive structure, explaining how to create simple reports using the Report Wizard of Dynamics CRM and covering basics technical aspects like SQL and Fetch XML. Gradually, it introduces more complex implementations using SQL Server Reporting Services, integration with web resources and generation of reports using other technologies such as ASP.NET or Silverlight. Finally, the book offers a couple of interesting chapters related to Failure Recovery, Best Practises and Mobile reporting, which are very important aspects for enterprise implementations.

Other basic reporting features like Charts and Dashboard are also mentioned in the book. However, a topic which is not included in the book is the Export to Excel feature. With Dynamics CRM, users have the ability to create custom views and queries that can be exported to Excel. This is a very useful functionality, especially considering that many users are already familiar with Excel and its report capabilities.

Personally I have enjoyed reading Microsoft Dynamics CRM 2011 Reporting. It is a helpful reference I would recommend for new Dynamics CRM users and developers. It contains many images and screenshots that make very easy to understand and follow Damian Sinay’s explanations.

[CRM 2011] Insufficient permissions

Trying to create a Case (incident) and I was getting the familiar message “Insufficient permissions… contact your administrator”:

Insufficient Permissions

My security role seemed to be fine, I got enough permissions to create, update, read,… the case entity. But, the initial error message didn’t help me at all to understand what I was missing.

Then, I just released the details of the error and the reason of the same were in the URL 🙂 :

https://org-name/_common/error/errorhandler.aspx?BackUri=https%3a%2f%2fredbank4.crm4.dynamics.com%2fmain.aspx&ErrorCode=0x80040220&Parm0=%0d%0a%0d%0aError%20Details%3a%20Principal%20user%20%28Id%3dcc0a77bb-d792-e211-b15e-b499bafdbeda%2c%20type%3d8%29%20is%20missing%20prvReadSubject%20privilege%20%28Id%3dd5d40a46-b459-438b-941e-d55691bf0827%29&RequestUri=%2fmain.aspx%3fetc%3d112%26extraqs%3d%253f_gridType%253d112%2526etc%253d112%2526id%253d%25257b2ABE0394-E875-E211-B10A-B499BAFDBEDA%25257d%2526pagemode%253diframe%2526preloadcache%253d1365599628453%2526rskey%253d846695103%26pagetype%3dentityrecord&user_lcid=1033

Exactly, in this case I was missing the read permission in the Subject entity

Hope it helps!

I’m presenting at eXtremeCRM 2013 Rome

eXtremeCRM 2013 Rome is the Can’t-Miss Conference

for Microsoft Dynamics® CRM Partners

There is no place like eXtremeCRM 2013 Rome. eXtremeCRM is the hub where Microsoft Dynamics
CRM partners come together to forge business relationships, gain knowledge from real-world experiences and dive deep into current and future technologies. For Microsoft Dynamics CRM partner organizations, it is the annual conference to attend to nurture best practices, facilitate business growth, and educate each organization member. The highly anticipated conference will be held in Rome, Italy, 3 – 6 February, 2013.

eXtremeCRM offers role-specific tracks for every member of the partner business. Over 50 sessions are available to those in positions of sales, implementation and development. eXtremeCRM continues its deep focus on technical depth and app development this year and continues its commitment to helping partners grow. To this end, business leaders are invited to attend the eXecutive Summit being held at eXtremeCRM, a workshop-style event that will address key CRM business leadership issues.

With its specialized content and enhanced technical focus (which includes the eXtreme App Challenge), all presented by industry leaders, experts, and innovators, eXtremeCRM 2013 Rome is the investment every partner organization should make.

And, like never before, Microsoft Dynamics will make a BIG splash at eXtremeCRM 2013 Rome. As a corporate sponsor, they have communicated that eXtremeCRM will be their #1 platform to share the latest Microsoft Dynamics CRM strategies and investments with partners.

Here are the sessions I will be presenting:

Dynamics under Control: Testing Microsoft Dynamics CRM from a 360 View

This session will show you how to easily test your Microsoft Dynamics CRM deployment at the different stages of the development lifecycle. It will cover all angles from designing your code for testability, unit, integration, performance, end-to-end and manual testing. It will introduce you to all the required tools, frameworks and processes you need to create and automate your tests through real life scenarios and practical demos. Demos will showcase the latest technologies such as Visual Studio 2012, TFS 2012, Microsoft Fakes & Test Manager 2012. This session will help you to increase productivity and quality while reducing risk and cost, thus resulting in happy developers and customers through successful deployments.

Building a Windows 8 App

In this session we will create from scratch a Windows 8 Modern UI application to solve the needs of a fictional company field service representative. The focus of the talk will be to demonstrate the powerful and yet easy to create user experiences that Windows 8 can deliver for Line of Business Applications. During this practical session we will create a complete working example of a Windows 8 App connected to Microsoft Dynamics CRM and talk about some of the amazing possibilities that this new Windows era offers to Microsoft Dynamics.

There are a number of other session offerings I am looking forward to attending. For more information about eXtremeCRM 2013 Rome’s agenda and to register, visit eXtremeCRM 2013 Rome.

Get eXtreme in Rome!

[CRM 2011] Intermittent RetrieveMultiple error: Index was out of range. Must be non-negative and less than the size of the collection

Few weeks ago, I faced an interesting intermittent issue using the CRM Service, specifically with the RetrieveMultiple message. Basically, there was a WCF service wrapping the CRM Service and eventually we were getting the same issue you can find in this MSDN CRM forum post

 After some deep investigation, it turned up to be a thread safe issue related to the way IServiceConfiguration and IServiceManagement are shared internally in the CRM libraries. IServiceConfiguration is not safe thread. Another important point to be considered was the early-bound types, which are not guarantee to be thread safe. (See http://technet.microsoft.com/en-us/library/gg326004.aspx).


Finally, a simple solution for this issue was to change the connection configuration:

CrmConnection crmConnection = new CrmConnection("myCRMConnection");
crmConnection.ServiceConfigurationInstanceMode = ServiceConfigurationInstanceMode.PerInstance;
using (CRMContext serviceContext = new CRMContext(crmConnection))
{

}

ServiceConfigurationInstanceMode.PerInstance is the key

Related to this topic, I recommend reading the new section Best Practices for Developing with Microsoft Dynamics CRM 2011, which is part of SDK 5.0.12 and newer ones.

Microsoft.Crm.Reporting.RdlHelper.dll not found

Updating from Visual Studio an existing SSRS CRM report (e.g. Activities) may require an external reference to the assembly Microsoft.Crm.Reporting.RdlHelper.dll. This assembly contains several helper functions which can be used from your report.

This assembly can be found in the SSRS report server, normally in the next folder:

C:\Program Files\Microsoft SQL Server\MSRS10.CRMRS\Reporting Services\ReportServer\bin

An easy way to make this reference works is your Visual Studio is to deploy the same assembly into the GAC of your desktop

In my case, I updated the Activities (parent) and Activities Detail (child) reports to include Accounts as part of the regarding. Out of the box, this report only provides the activities linked to Incidents and Opportunities.

Basically, I followed the next steps:

1) Download SSRS report from CRM. Edit Activities report => Actions => Download report and rename it. Repeat the same for Activities Detail report

2) Open Activities report from Visual Studio

3) Deploy RdlHelper.dll in the GAC of my desktop

4) Edit DSActivity dataset query to include accounts (both reports, parent and child)

5) Include new parameter CRM_FilteredAccount (both reports, parent and child)

6) In your new renamed Activities report, update series action to go to new child report. From Design View, right click on the series => Series Properties =>Action => Go to report and selecte the new child report, the one renamed from Activities Detail. Just in the same form, add a the new parameter CRM_FilteredAccount – [@CRM_FilteredAccount]

7) Upload your new reports to CRM.

8) Set up the parent report for the new child report Activities Detail.

I hope it helps.

[CRM 2011] Change Home Page

Basically we have two options to change our hombe page in CRM 2011:

  • Per User: Using UI, any user can change his/her own home page. See the next post
  • All User: This is not as user friendly because we have to call the webservices (Online or On-Premise) or run a SQL script (On-Premise)

Web Services: Execute the request UpdateUserSettingsSystemUserRequest, you can find a good example from  Gonzalo Ruiz (MVP) in this post

SQL Scritp: Run the next script:

update [DB_NAME].[UserSettingsBase]

set HomepageArea =‘A’, HomepageSubarea =‘A_1’

MSCRMTracing Event Log error

Getting a MSCRMTracing error in your Event Log? Probably you have read the next entries. Once you understand them, apply the PowerShell script showed below.

http://support.microsoft.com/kb/907490

http://social.microsoft.com/Forums/el-GR/crmdeployment/thread/1f8ac761-196c-4814-9d82-d48d297a9648

PowerShell Script:

Add-PSSnapin Microsoft.Crm.PowerShell

$setting = Get-CrmSetting TraceSettings

$setting.Directory = ‘Drive:\Program Files\Microsoft Dynamics CRM\Trace’

Set-CrmSetting $setting

 

[CRM 2011] New UR 10 and SDK 5.0.12

Last week we got a couple of new releases for Microsoft Dynamics CRM 2011: Update Rollup 10 and SDK 5.0.12

Update Rollup 10:

Main features:

  • Windows 8 / Internet Explorer 10 / Office 2013 Preview compatibility
  • Many performance and stability-related fixes, including fixes to the CRM Client for Microsoft Outlook
  • Contains all hotfixes / updates originally scheduled for release via Update Rollup 9
  • Quick Find performance optimizations and EnableRetrieveMultipleOptimization SQL query performance optimizations:

Downloads:

Some important notes:

  • Update Rollup 9 will not be released publically because of a delay in the Q2 Service Update
  • Update Rollup 10 is cumulative
  • Update Rollup 10 Build number: 5.0.9690.2730
  • Prerequisite: Update Rollup 6 installed (build 5.0.9690.1992)

You can find a full summary in the next post from Dynamics CRM in the Field blog:

http://blogs.msdn.com/b/crminthefield/archive/2012/08/13/overview-and-podcast-update-rollup-10.aspx

SDK 5.0.12:

Some of the features (all details in the Release History section):

  • Updated assemblies for Microsoft Dynamics CRM 2011 Update Rollup 10.
  • A new Form Scripting Quick Reference that provides simple explanations and examples of the Xrm.Page object methods on a single page.
  • Updated the information on Best Practices about service channel allocation performance
  • A new topic called Choose your Development Style for Managed Code that describes the choices of tools and classes you can use when you write managed code and provides information to help you decide what is best for your needs.
  • A new topic called Create Accessible Web Resources that provides an introduction to creating web resources that offer equivalent functionality for all users so that people with disabilities will be able to use your web resources.
  • Added information about quick find query optimizations and a new property “IsQuickFindFilter” in the FilterExpression class to provide consistency between Query Expression and Fetch XML queries
  • Improved authentication helper code and a new sample that demonstrates how to connect to the web services without using helper code.
  • Added information about enabling IFRAME communication across domains and use window.postMessage
  • Code changes to work in browsers to be supported in a later release, and information to guide you in making those changes.
  • Added information about how to manage solution files in source code control using the new SolutionPackager tool
  • New Javascript sections for Write JavaScript for Multiple Browsers and Best Practises unsupported methods
  • Using the metadata diagram tool for creating entity model diagrams
  • How to authenticate and do basic operations from Java

Downloads/Link:

Some important notes:

  • SDK Version 5.0.11 has been skipped

Dynamics XRM Tools 1.0 BETA released

Overview

Dynamics XRM Tools brings you a quality range of applications that provide a useful set of features to enhance your experience while using and developing against Microsoft Dynamics CRM 2011. The toolset consists of a Silverlight application framework that provides a central location for accessing the tools and you simply import the managed solution into CRM to begin working with it. Find the tool at Codeplex and don’t forget to leave feedback so we can improve this for everyone. http://dynamicsxrmtools.codeplex.com/

Currently available tools include

  • OData Query Designer
  • Metadata Browser
  • CRM 4 to CRM 2011 JavaScript Converter
  • Trace Tool (on premise only)
  • Statistics

Dynamics XRM Tools

About Dynamics XRM Tools

The Dynamics XRM Tools project provides a modular framework for hosting Silverlight applications within a single shell.

A joint effort started by Rhett Clinton MVP and myself has produced an extensible application framework that allows additional tools to be developed and included as a part of the toolset. Rhett’s original CRM tools have been ported to the new framework (with enhancements) and additional tools have already been created with more in development.

[CRM 2011] RetrievePrivilegeForUser failed – no roles are assigned to user. Returned hr = -2147209463

Have you added the system account which is running the CRM App Pool in IIS as a new user to your Dynamics CRM organisation? 😦

The system crashes when you add an account that is running the CRMAppPool as a Microsoft Dynamics CRM user. This is a documented issue and this behavior is by design.

By default, when a CRM user is created in Microsoft Dynamics CRM, the user has no security roles. Because the CRM service account is mapped with the newly created user, the CRM service account cannot operate anything. Therefore, the system crashes.

See the next CRM support article

SOLUTION:

There may be several solutions, but the quickest one probably is the next one: remove your current organization and re-imported it again mapping all users except the corresponding system account that is running the CRMAppPool. When you remove the organization from Deployment Manager, it doesn’t delete the related database; it only removes it from CRM configuration, so that you can import it again with a new configuration.

More information is available in the “Services and CRMAppPool IIS application pool identity permissions” section of the Microsoft Dynamics CRM 2011 Implementation Guide