tag:blogger.com,1999:blog-76437263824128966642024-03-11T02:04:32.055-07:00CRM Solutions with MS DynamicsAnonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.comBlogger36125tag:blogger.com,1999:blog-7643726382412896664.post-90941413927343767512014-03-27T00:38:00.001-07:002014-03-27T14:50:40.912-07:00Integrating JAVA, PHP with CRM 2013<div dir="ltr" style="text-align: left;" trbidi="on">
I found a bit difficult to integrating CRM 2013 with any non .net application because of its secure authentication method. Although there is a <a href="http://msdn.microsoft.com/en-us/library/jj602979.aspx" target="_blank">walkthrough available for JAVA to CRM Online</a> but when I try to use the same method for CRM on-premise it gives error ([ERROR] Unable to parse the authentication policy from the WSDL) because it uses Active directory authentication. So I decide to create architecture to resolve the issue. This architecture contains 3 parts<br />
<br />
1. Java / PHP Application<br />
2. Custom Web service (.NET)<br />
3. CRM 2013<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhRpIDYtChdt1S7o9lR4CmzwpwTxNnTV7Hf3Qw8A1ObUbzb6guLOX7rK4q1Af95PiRSig5ixaVhlLzUDvqoH9d9-3WKXPIO_KQjgI4QvTf5e9oDqV14xOJGiRA2IcZA4LPlTxerkbPimNc/s1600/3t.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhRpIDYtChdt1S7o9lR4CmzwpwTxNnTV7Hf3Qw8A1ObUbzb6guLOX7rK4q1Af95PiRSig5ixaVhlLzUDvqoH9d9-3WKXPIO_KQjgI4QvTf5e9oDqV14xOJGiRA2IcZA4LPlTxerkbPimNc/s1600/3t.png" /></a></div>
<br />
<br />
For this purpose we need to create one custom web service in .NET which will works like a bridge in between Java and CRM. <br />
<br />
<h4 style="text-align: left;">
Here are some helpful links that I use</h4>
<div style="text-align: left;">
1. <a href="http://www.codeproject.com/Articles/15780/Consuming-Web-Service-in-Java" target="_blank">Call Web service from Java</a> / <a href="http://stackoverflow.com/questions/9711502/call-asp-net-web-service-from-php-with-multiple-parameters" target="_blank">Call Web service from PHP</a><br />
2. <a href="http://support.microsoft.com/kb/308359" target="_blank">Create Custom Web service</a><br />
3. <a href="http://msdn.microsoft.com/en-us/library/gg695803.aspx" target="_blank">Connect to CRM 2013</a> </div>
<h4 style="text-align: left;">
Limitations</h4>
<div style="text-align: left;">
1. We must need one .NET domain to deploy our web service<br />
2. Data must be transferred in encrypted mode from Java/PHP application to Web service.<br />
<br />
If you have any suggestion please use comment box. Thanks :)<br />
<br /></div>
</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com32tag:blogger.com,1999:blog-7643726382412896664.post-64527352090562587512014-03-25T23:22:00.000-07:002014-03-26T22:23:24.444-07:00Why you need to be careful while exporting solutions from CRM 2013<div dir="ltr" style="text-align: left;" trbidi="on">
Whenever I tried to export my solution I saw following settings and got confused which settings I need to pick and which settings I don’t need. After doing some Google I got some useful details about these settings. Some settings are clear but some needs clarification I have explained these settings in detail below.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg_Jr1EuOOrril6h_XBj5-Io_jkjvJub7NLPBJK0-Lt-yzgVqIAHeS1m9v8_3WNXPobrmE3eBQqZdERXuWg3gw7d584G4Zx0deN-jBzT9uwbpZIqZ4jfdmt7HVMlCgZkCkPzTxuwcCXzl8/s1600/best-practices-for-solutions-crm-2011-part2-image4.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg_Jr1EuOOrril6h_XBj5-Io_jkjvJub7NLPBJK0-Lt-yzgVqIAHeS1m9v8_3WNXPobrmE3eBQqZdERXuWg3gw7d584G4Zx0deN-jBzT9uwbpZIqZ4jfdmt7HVMlCgZkCkPzTxuwcCXzl8/s1600/best-practices-for-solutions-crm-2011-part2-image4.png" height="197" width="320" /></a></div>
<br />
If you want to import or export solution please check following link<br />
http://msdn.microsoft.com/en-us/library/gg334495.aspx<br />
<br />
If you check any of the above settings in your Dev environment it will take these settings to your UAT environment and so on. If you are taking your solution from UAT to Production please be careful otherwise it will overwrite the existing settings with the new one. Below is the list which tells us what settings we keep and what settings to leave.<br />
<h3 style="text-align: left;">
Auto-Numbering</h3>
If you select Auto-Numbering check box all the prefix settings will go with the solution. If you have a product than I think you don’t need to take these settings to the client machine because client might have different settings for auto-numbering. Below is the list of auto-numbering settings.<br />
1. Camping Prefix<br />
2. Case Prefix<br />
3. Contract prefix<br />
4. Invoice prefix<br />
5. Article prefix<br />6. Order prefix<br />
7. Unique String Length<br />
<br />
<h3 style="text-align: left;">
Calendar</h3>
Second check box is calendar. If we select this check box following settings will be go with the solution.
Calendar type (Calendar type could be US/ Arabic etc)
Date Format Code (All the information about date format how the date will be shown in CRM i.e. DD-MM-YYYY or MM-DD-YYYY
Date separator (Date separator contains that character that separate Dates)
Max appointment duration (Contains settings about Max number of days for an appointment)
Show week Number (Whether week number to be shown in CRM or not)
Time format code (Information about Time format)
Week start day code (Details of Week start day, In US start day will be Monday, In UAE start day will be Sunday)<br />
<br />
<h3 style="text-align: left;">
Customization</h3>
Is Application Mode Enabled (Indicates whether loading of CRM in a browser window that does not have address, tool, and menu bars is enabled)<br />
<br />
<h3 style="text-align: left;">
Email-tracking</h3>
Contains all the settings that relate to Email-tracking. i.e Allow Unresolved Address Email Send,
Ignore Internal Email,
Max Tracking Number,
Render Secure Frame For Email,
Tracking Prefix,
Tracking Token Base,
Tracking Token Digits<br />
<br />
<h3 style="text-align: left;">
General</h3>
<br />
General contains settings for Block Attachments,
Currency Format, Code
Currency Symbol,
Full Name Display Order,
Is Get Started Pane Content Enabled
Presence Enabled,
Negative Format,
Number Format,
Pricing Decimal Precision,
Share to Previous Owner on Assign<br />
<br />
<h3 style="text-align: left;">
Marketing</h3>
Allow Automatic Response Creation,
Allow Automatic Unsubscribe,
Allow Automatic Unsubscribe Acknowledgement,
Allow Marketing Email Execution<br />
<br />
<h3 style="text-align: left;">
Outlook Synchronization</h3>
Allow Address Book Synchronization,
Allow Offline Scheduled Synchronization,
Allow Scheduled Synchronization,
Email Send Polling Frequency,
Min Address Synchronization Frequency,
Min Offline Synchronization Frequency,
Min Synchronization Frequency,
Auto-Tag Max Cycles,
Auto-Tag Interval<br />
<br />
<h3 style="text-align: left;">
Relationship Roles</h3>
Relationship Role Settings<br />
<br />
<h3 style="text-align: left;">
ISV</h3>
Config
Service Calendar Appearance Configuration</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com4tag:blogger.com,1999:blog-7643726382412896664.post-41025269191705721092014-03-25T08:14:00.000-07:002014-03-25T08:14:53.175-07:00What’s new in CRM 2013 for mobile users? And how to configure CRM 2013 with Android.<div dir="ltr" style="text-align: left;" trbidi="on">
<h2 style="clear: both; text-align: center;">
<span style="text-align: left;">Introduction</span></h2>
<div class="MsoNormal">
There are 12 features in CRM 2013 mobile app below is the list in detail. If I missed something please use comments section :) . There are three types of apps available in market.</div>
<div class="MsoNormal">
<ol style="text-align: left;">
<li>Windows Phone 8 users <a href="http://go.microsoft.com/fwlink/?LinkID=328765">http://go.microsoft.com/fwlink/?LinkID=328765</a></li>
<li>Apple iPhone Users (Thanks Microsoft you save our life :p) <a href="http://go.microsoft.com/fwlink/?LinkID=328968" target="_blank">http://go.microsoft.com/fwlink/?LinkID=328968 </a></li>
<li>Android phone users <a href="http://go.microsoft.com/fwlink/?LinkID=328969">http://go.microsoft.com/fwlink/?LinkID=328969</a></li>
</ol>
</div>
<div class="MsoNormal">
<a href="https://www.blogger.com/blogger.g?blogID=7643726382412896664" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><br /></a>As we all know CRM 2013 comes with a lot of new feature. One
feature is the Mobile APP. The UI and settings of this app is really easy. And
it helps all the stack holders to stay connect and keep checking what’s going
on. I am an Android user so I only configure CRM with Android. </div>
<div class="MsoNormal">
<br />
You can download the app from following link.</div>
<div class="MsoNormal">
<a href="https://play.google.com/store/apps/details?id=com.microsoft.crm.crmhost">https://play.google.com/store/apps/details?id=com.microsoft.crm.crmhost</a></div>
<div class="MsoNormal">
<br />
Once we installed the app and opens it shows us following
screen</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/User_photo-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/User_photo-Microsoft-CRM.png" /></a></div>
<div class="MsoNormal">
<span style="mso-fareast-language: EN-GB; mso-no-proof: yes;"><br /></span></div>
<div class="MsoNormal">
Give your company’s CRM Web address for example in my case
the address is</div>
<div class="MsoNormal">
<a href="https://www.blogger.com/blogger.g?blogID=7643726382412896664" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><br /></a><a href="https://alain786.crm.dynamics.com/">https://alain786.crm.dynamics.com</a></div>
<div class="MsoNormal">
<div class="separator" style="clear: both; text-align: center;">
<a href="https://www.blogger.com/blogger.g?blogID=7643726382412896664" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"></a></div>
After successfully checking your connection it will asks for
the credentials. </div>
<h2 class="MsoNormal" style="text-align: left;">
Features</h2>
<div class="MsoNormal">
That’s it following are the features of this new app</div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Navigation and search</h3>
</div>
<div class="MsoNormal">
We can navigate to any entity that has CRM for Phones
enabled in its settings. </div>
<div class="MsoNormal">
<span style="mso-fareast-language: EN-GB; mso-no-proof: yes;"></span></div>
<div class="MsoNormal">
Search option<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-6-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-6-Microsoft-CRM.png" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-8-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-8-Microsoft-CRM.png" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<br /></div>
<div class="MsoNormal">
<span style="mso-fareast-language: EN-GB; mso-no-proof: yes;"></span></div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Views</h3>
</div>
<div class="MsoNormal">
All views are available with its first two columns. You can
easily change the view from selection</div>
<div class="MsoNormal">
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-7-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-7-Microsoft-CRM.png" /></a></div>
<span style="mso-fareast-language: EN-GB; mso-no-proof: yes;"><br /></span></div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Forms</h3>
</div>
<div class="MsoNormal">
We can access the Mobile forms for the entity.<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-10-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-10-Microsoft-CRM.png" height="320" width="222" /></a></div>
<br /></div>
<div class="MsoNormal">
<span style="mso-fareast-language: EN-GB; mso-no-proof: yes;"></span></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Relationships related entities</h3>
</div>
<div class="MsoNormal">
That option is available when we swipe down.<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Dropdown-menu-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Dropdown-menu-Microsoft-CRM.png" height="158" width="320" /></a></div>
<br /></div>
<div class="MsoNormal">
</div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Lookup fields</h3>
</div>
<div class="MsoNormal">
Lookup view is also available in this app.<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-12-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-12-Microsoft-CRM.png" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-13-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-13-Microsoft-CRM.png" /></a></div>
<br /></div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Call or email</h3>
</div>
<div class="MsoNormal">
We can directly call or email any user after opening its
record. Click or tap the phone number to start a call. And if you want to email
just tap the email field and it will open your email app.<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-11-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/video-thumbnail-11-Microsoft-CRM.png" height="320" width="223" /></a></div>
<br /></div>
<div class="MsoNormal">
<h3>
Complete activity</h3>
</div>
<div class="MsoNormal">
Complete activity option is available now for phone users<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Nav-Overall-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Nav-Overall-Microsoft-CRM.png" height="320" width="197" /></a></div>
<br /></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Add attachments</h3>
</div>
<div class="MsoNormal">
That’s my favorite feature. You can attach any file from
gallery with the records.<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Create-button-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Create-button-Microsoft-CRM.png" /></a></div>
<br /></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Activity feeds</h3>
</div>
<div class="MsoNormal">
Same like activity feeds in CRM all the activity feeds are
also available in this app.<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Nav-Settings-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Nav-Settings-Microsoft-CRM.png" height="320" width="196" /></a></div>
<br /></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Record panorama</h3>
</div>
<div class="MsoNormal">
We can see additional information of any record by just
swiping down.<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Nav-Command-Bar-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Nav-Command-Bar-Microsoft-CRM.png" height="320" width="183" /></a></div>
<br /></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Offline</h3>
</div>
<div class="MsoNormal">
That option is available for only Windows user. You can
access recently viewed records while you are discounted from the internet.</div>
<div class="MsoNormal">
Clear local cache</div>
<div class="MsoNormal">
If you made any changes in your CRM at organization level
you must need to clear the cache to check its effect in CRM mobile app. In
settings click about and just hit the clear local cache button then you can see
your new settings.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Arrow-up-Microsoft-CRM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/en-us/dynamics/crm-customer-center/Arrow-up-Microsoft-CRM.png" /></a></div>
<br /></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<h3 style="text-align: left;">
Comparison of features </h3>
</div>
<table border="1" cellpadding="0" cellspacing="0" class="MsoTableGrid" style="border-collapse: collapse; border: none; mso-border-alt: solid windowtext .5pt; mso-padding-alt: 0in 5.4pt 0in 5.4pt; mso-yfti-tbllook: 1184;">
<tbody>
<tr style="mso-yfti-firstrow: yes; mso-yfti-irow: 0;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
<br /></div>
</td>
<td style="border-left: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Windows phone</div>
</td>
<td style="border-left: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
iPhone</div>
</td>
<td style="border-left: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Android</div>
</td>
</tr>
<tr style="mso-yfti-irow: 1;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Navigation and search</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
</tr>
<tr style="mso-yfti-irow: 2;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Views</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
</tr>
<tr style="mso-yfti-irow: 3;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Forms</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
</tr>
<tr style="mso-yfti-irow: 4;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Relationships related entities</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
</tr>
<tr style="mso-yfti-irow: 5;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Lookup fields</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
</tr>
<tr style="mso-yfti-irow: 6;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Call or email</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
</tr>
<tr style="mso-yfti-irow: 7;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Complete activity</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
</tr>
<tr style="mso-yfti-irow: 8;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Add attachments</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
</tr>
<tr style="mso-yfti-irow: 9;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Activity feeds</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
No</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
No</div>
</td>
</tr>
<tr style="mso-yfti-irow: 10;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Record panorama</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
No</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
No</div>
</td>
</tr>
<tr style="mso-yfti-irow: 11;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Offline</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
No</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
No</div>
</td>
</tr>
<tr style="mso-yfti-irow: 12; mso-yfti-lastrow: yes;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Clear local cache</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.5pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
Yes</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
No</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 115.55pt;" valign="top" width="154"><div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in;">
No</div>
</td>
</tr>
</tbody></table>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
The following table lists the browsers that CRM for phones
works with. (<a href="http://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-for-phones-set-up-and-use.aspx">Source</a>)</div>
<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-insideh: .5pt solid windowtext; mso-border-insidev: .5pt solid windowtext; mso-cellspacing: 0in; mso-padding-alt: 0in 0in 0in 0in; mso-yfti-tbllook: 1184;">
<tbody>
<tr style="mso-yfti-firstrow: yes; mso-yfti-irow: 0;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
Browser</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
Version</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
CRM for phones app</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
CRM for phones browser</div>
</td>
</tr>
<tr style="mso-yfti-irow: 1;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
Windows Phone - Internet Explorer Mobile</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
7.x</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
</td>
</tr>
<tr style="mso-yfti-irow: 2;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
8.x</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
</td>
</tr>
<tr style="mso-yfti-irow: 3;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
Safari on iPhone iOS</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
5.x</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
</td>
</tr>
<tr style="mso-yfti-irow: 4;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
6.x</div>
</td>
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X</div>
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X</div>
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7.x</div>
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<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
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X</div>
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Android</div>
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2.3</div>
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<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
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X</div>
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<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
3.3</div>
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<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
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<tr style="mso-yfti-irow: 8;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
4.x</div>
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<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
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<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
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<tr style="mso-yfti-irow: 9;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
Blackberry</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
6.x</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
</td>
</tr>
<tr style="mso-yfti-irow: 10;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
7.x</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
</td>
</tr>
<tr style="mso-yfti-irow: 11; mso-yfti-lastrow: yes;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
10.x</div>
</td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><br /></td>
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 0in 0in 0in;"><div class="MsoNormal">
X</div>
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<br />Thanks everyone. :)<br /><div class="MsoNormal">
<br /></div>
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Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com8tag:blogger.com,1999:blog-7643726382412896664.post-89723675990259491642014-01-09T08:46:00.000-08:002014-01-09T08:50:26.529-08:00Dynamics CRM 2011 UAE Dubai<div dir="ltr" style="text-align: left;" trbidi="on">
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">Hi every one. This is my first post that is not technical. The basic purpose of writing this blog post is to give some idea’s that how companies of UAE are optimizing their sale and market process using CRM 2011. I have recently shifted in UAE Dubai and I am surprised to see the market of Dynamics CRM in UAE. The major companies that I visited to see there Dynamics CRM are real estates, Banks, Sea Ports, UAE government organizations and Telecom industry. They all are using Dynamics CRM in different departments. Here are the modules that are widely used in Dubai, UAE</span></div>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US"><br /></span></div>
<h2 style="text-align: left;">
<span lang="EN-US" style="font-weight: normal;">Marketing Module in different industries</span></h2>
<h3 style="text-align: left;">
<span lang="EN-US">Telecom industry</span></h3>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">The most widely used marketing module of CRM is in telecom industry is SMS gateway integration. In Telecom industry of Dubai they have integrated Dynamics CRM with some SMS gateway and they use this gateway to send SMS to their customers. They have really powerful contact DB in CRM that’s the reason the response from customers are unbelievable. They use Marketing module whenever there is any new package or new product has been launched. They are not limited to that but this is the best feature that I saw in Dynamics CRM. And I encourage other industry users to think about it and use this functionality within there domain.</span></div>
<h3 style="text-align: left;">
<span lang="EN-US">Bank industry</span></h3>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">Banks are also using the same technique but in a different way. They are using SMS functionality to update their customers on real time. If any case has been registered it will automatically sends the message to the respected customer. They have integrated a lot workflow’s to send messages to the customers.</span></div>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">SMS integration in Marketing using Dynamics CRM is the most widely used component in Dubai, UAE</span></div>
<h3 style="text-align: left;">
<span lang="EN-US">Real estate industry</span></h3>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">Real estates are using CRM to create Ad’s. Yes Ad’s. Most of the real estate industries have integrates their CRM with different ad posting sites. If any post has been created in the CRM it will automatically posted up to 100 sites. It’s really amazing. And when customer’s replies to the agents they receives their email in outlook and track them in CRM This is the most secure way to handle your data in one place. This is the best feature that I have seen so far. </span><span lang="EN-US" style="font-family: Wingdings;">J</span><span lang="EN-US"> </span></div>
<h2 style="text-align: left;">
<span lang="EN-US" style="font-weight: normal;">Customer satisfaction</span></h2>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">Customer satisfaction is the most important thing in Dubai, UAE. Because there is a lot of competition is going on. If you don’t care about your customer’s someone else did. For customer satisfaction most of the companies are using case management in CRM because Dynamics CRM gives all the information on a single form. It’s easy for the CSR to quickly identify the customer and log his case. Some of the companies are using PABX solution for customer’s when a customer’s calls to the help desk a pop will be displayed on desktop showing the details of the customer’s if it exists in CRM otherwise displaying the new contact form.</span></div>
<h2 style="text-align: left;">
<span lang="EN-US" style="font-weight: normal;">Case management</span></h2>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">Case management is also having a really good impact in Dynamics CRM Market in UAE. The companies those have implemented case management are now much focused on Business process. After implementing Case management queries are resolved within no time and it also improves the customer satisfaction ratio. In most companies in UAE the old process is to store the case information in Excel which is really difficult to identify the customer detail and also not a good approach to handle cases. The companies reduced their 80% of time in resolving the cases and things will be done with in no time.</span></div>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">Portals for Dynamics CRM</span></div>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">Portals are widely used in all areas of companies most of the companies are using portals for their clients and agents to create contacts, leads, and also cases. Some banks are using portals to facilitate the customers with their account statuses etc.</span></div>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<br /></div>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">If I list all the experience that I got from different companies it will be book instead of a blog post</span><span lang="EN-US" style="font-family: Wingdings;">J</span><span lang="EN-US">.</span></div>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">If you need any solution regarding to SMS, Case management or Ad’s creation using CRM 2011 please let me know (+971 50 88 35 26).</span></div>
<div class="MsoNormal" style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13px;">
<span lang="EN-US">Comments are open for every one if you think any good feature that you saw in Dynamics CRM in UAE please insert in Comments.</span></div>
</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com3tag:blogger.com,1999:blog-7643726382412896664.post-41878072286494953472013-08-06T02:34:00.003-07:002013-08-06T02:34:33.174-07:00Send email using late binding CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">
You can easily send emails using late binding in CRM 2011 here is the code snippets to send an email. <br />
<br />
WhoAmIRequest systemUserRequest = new WhoAmIRequest();<br />
WhoAmIResponse systemUserResponse = (WhoAmIResponse)serviceProxy.Execute(systemUserRequest);<br />
Guid _userId = systemUserResponse.UserId;<br />
Entity Fromparty = new Entity("activityparty");<br />
Entity Toparty = new Entity("activityparty");<br />
//set partyid<br />
//You can refer http://msdn.microsoft.com/en-us/library/gg328549.aspx to get acitivity party entity attribute<br />
Toparty["partyid"] = new EntityReference("contact", _contactId);<br />
Fromparty["partyid"] = new EntityReference("systemuser", _userId);<br />
//create email and set attributes<br />
Entity emailCreate = new Entity("email");<br />
emailCreate["from"] = new Entity[] { Fromparty };<br />
emailCreate["to"] = new Entity[] { Toparty };<br />
emailCreate["subject"] = "subject";<br />
emailCreate["description"] = "EmailBody";<br />
emailCreate["regardingobjectid"] = new EntityReference("incident", regardindId);<br />
Guid emailId = serviceProxy.Create(emailCreate);<br />
<br />
If you need more information please use comment section :) Thanks</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com3tag:blogger.com,1999:blog-7643726382412896664.post-15599188603316573972013-06-12T07:43:00.003-07:002013-06-12T07:50:58.677-07:00Create Dynamic Marketing List in CRM 2011 with C# .Net<div dir="ltr" style="text-align: left;" trbidi="on">
<br />
If you want to create Dynamic Marketing List in CRM using C# please follow these steps<br />
<br />
1. Create your Desired FetchXML using Advance Find in CRM.<br />
2. Download that FetchXML.<br />
3. Use that FetchXML in below code (Just replace " with ' )<br />
<br />
your final code looks like<br />
<br />
var service = new XrmServiceContext("Xrm");<br />
String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><br />
<entity name='contact'><br />
<attribute name='fullname' /><br />
<attribute name='telephone1' /><br />
<attribute name='contactid' /><br />
<order attribute='fullname' descending='false' /><br />
<filter type='and'><br />
<condition attribute='address1_city' operator='eq' value='Florida' /><br />
<condition attribute='address1_country' operator='like' value='%USA%' /><br />
</filter><br />
</entity><br />
</fetch>";<br />
<br />
<br />
// Create dynamic list. Set the type to true to declare a dynamic list. Set CreatedFromCode to 1 for account member type.<br />
List dynamicList = new List()<br />
{<br />
Type = true, //True for Dynamic List<br />
ListName = "Dynamic List", //Name of the List<br />
CreatedFromCode = 2, //1 For Account; 2 For Contact; 3 For Lead<br />
Query = fetchXml<br />
};<br />
Guid _dynamicListId = service.Create(dynamicList);<br />
<br />
Advantages: Some companies uses marketing list very frequently for example they want different marketing list just with a address1_city change for this purpose we can use .Net to develop such type of Marketing lists easily. <br />
<br />
I hope it helps someone :)</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com3tag:blogger.com,1999:blog-7643726382412896664.post-62747418868366730262013-06-05T04:47:00.000-07:002013-06-05T22:51:34.953-07:005 Ways to Import Large Data in Microsoft Dynamics CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">
<div class="MsoNormal">
<span style="background: white; font-family: inherit;">In this article, I have
mentioned possible ways to import data in CRM 2011</span></div>
<div class="MsoNormal">
<span style="background: white; font-family: inherit;">There are five possible ways to import data in CRM. If I have missed any,
please mention in Comments</span></div>
<div class="MsoNormal">
</div>
<ol style="text-align: left;">
<li><span style="background-color: white; font-family: inherit; text-indent: -0.25in;">CRM 2011 import
wizard</span></li>
<li><span style="background-color: white; font-family: inherit; text-indent: -0.25in;">Write your own web service using </span><span style="background-color: white; text-indent: -24px;">ExecuteMultipleRequest</span></li>
<li><span style="background-color: white; font-family: inherit; text-indent: -0.25in;">SSIS Packedge</span></li>
<li><span style="font-family: inherit;"><span style="background-color: white; text-indent: -0.25in;">Use third party
integration software like Scribe</span><span style="text-indent: -0.25in;"> </span></span></li>
<li><span style="background-color: white; font-family: inherit; text-indent: -0.25in;">Direct SQL
Queries (Unsupported)</span></li>
</ol>
<div class="MsoNormal">
<span style="font-family: inherit;"><span style="background-color: white; line-height: 115%;">Which one is more efficient between these methods depends on your CRM
structure, the source of your data, the complexity of the transformation, etc.</span><span style="line-height: 115%;">
Every possible solution has some advantages and some disadvantages. </span></span><br />
<span style="font-family: Calibri, sans-serif; font-size: 11pt; line-height: 115%;"><br /></span>
<br />
<h2 style="text-align: left;">
<span style="font-size: large;">1<span style="font-weight: normal;">. </span><!--[endif]-->CRM 2011 import wizard</span></h2>
<h1>
<a href="http://www.blogger.com/blogger.g?blogID=7643726382412896664" name="_Toc328577432"></a><o:p></o:p></h1>
<div class="MsoNormal">
We can use import wizard to import data in CRM 2011. It is
very easy to use. Please follow steps to import data using import wizard.</div>
<div class="MsoNormal">
<span style="text-indent: -0.25in;">Download template for the entity that you want to import in CRM</span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhuHPCUT-BnQxyeQmdl_00QG8k0fvLsARi1G-dwC0WtkFZla0o9rV4XszIqwKkYlAc0imOJVCMZSk7EXmR3xZ8LtLAWotOOtp1pUF4l7DNhielZcHIAO8pEklEtR9JLZF_TbzH4_NbUubg/s1600/image002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="67" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhuHPCUT-BnQxyeQmdl_00QG8k0fvLsARi1G-dwC0WtkFZla0o9rV4XszIqwKkYlAc0imOJVCMZSk7EXmR3xZ8LtLAWotOOtp1pUF4l7DNhielZcHIAO8pEklEtR9JLZF_TbzH4_NbUubg/s320/image002.png" width="320" /></a></div>
<div class="MsoNormal">
<span style="text-indent: -0.25in;"><br /></span></div>
<div class="MsoNormal">
<span style="line-height: 107%; text-indent: -0.25in;">Open the downloaded file</span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjEPEu1vha4pX9hWQ-f2OnrSBvdlFfi4NcIw6WbLukdnCMx1w-nc9uHG5Gi_NnIxCc75kcMFHpvkWNuXcnMMFOKgiP3cGrEouCsZwlPv6AY9JiekyLze-5YsxtsCc65GQp8c_qGy_Bby0/s1600/image003.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="89" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjEPEu1vha4pX9hWQ-f2OnrSBvdlFfi4NcIw6WbLukdnCMx1w-nc9uHG5Gi_NnIxCc75kcMFHpvkWNuXcnMMFOKgiP3cGrEouCsZwlPv6AY9JiekyLze-5YsxtsCc65GQp8c_qGy_Bby0/s320/image003.png" width="320" /></a></div>
<div class="MsoNormal">
<span style="line-height: 107%; text-indent: -0.25in;"><br /></span></div>
<div class="MsoNormal">
<span style="font-size: 7pt; text-indent: -0.25in;"> </span><span style="line-height: 107%; text-indent: -0.25in;">Fill the excel file with your data</span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjjXGN51lEcXf3iNsAO54XX6peSTDKuWmCexg2mLNOoAxc5xGQtVwv9niN1-RJ_46yAQPGNfg6UvaPq0JVXGqJ5bEosk28_IUtzjAGt0eqYZkic7CT_HQWXD7qUQUMrWPxzT8ejG5RivSA/s1600/image004.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="293" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjjXGN51lEcXf3iNsAO54XX6peSTDKuWmCexg2mLNOoAxc5xGQtVwv9niN1-RJ_46yAQPGNfg6UvaPq0JVXGqJ5bEosk28_IUtzjAGt0eqYZkic7CT_HQWXD7qUQUMrWPxzT8ejG5RivSA/s320/image004.png" width="320" /></a></div>
<div class="MsoNormal">
<span style="line-height: 107%; text-indent: -0.25in;"><br /></span></div>
<div class="MsoNormal">
<span style="line-height: 107%; text-indent: -0.25in;">Save the file and from ribbon select import
data</span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmNgwd6Cp4uSiK6MLXDrguYtW4U2v5whcm7FzMGu4ph3u-Dx9b4qhokPaIr2PKfXFmfN74xrZP7B47Asf3njTXzocwVSnoKhS8TNg6u5HSiSgtA88EfV01oSUBBh8e-ZRhRk_saokZIMc/s1600/image005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="132" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmNgwd6Cp4uSiK6MLXDrguYtW4U2v5whcm7FzMGu4ph3u-Dx9b4qhokPaIr2PKfXFmfN74xrZP7B47Asf3njTXzocwVSnoKhS8TNg6u5HSiSgtA88EfV01oSUBBh8e-ZRhRk_saokZIMc/s320/image005.png" width="320" /></a></div>
<div class="MsoNormal">
<span style="line-height: 107%; text-indent: -0.25in;"><br /></span></div>
<div class="MsoNormal">
<span style="line-height: 107%; text-indent: -0.25in;">This will open import wizard, Browse to your
file and select your file as mentioned in below screenshot</span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiTa7MRAfLkm3gIH-a_JrRBSjCnbNjoKJDawunHoXFaUogWpXvsKDaWEl1iUzegVQ9qwMQiLKSXuMoTVLHnCTKrZuzm1Xn1wmJpv58Z28jsgawKelfMnO8U6qvpIFmNCr56sBSB1v-T1s/s1600/image006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiTa7MRAfLkm3gIH-a_JrRBSjCnbNjoKJDawunHoXFaUogWpXvsKDaWEl1iUzegVQ9qwMQiLKSXuMoTVLHnCTKrZuzm1Xn1wmJpv58Z28jsgawKelfMnO8U6qvpIFmNCr56sBSB1v-T1s/s320/image006.png" width="311" /></a></div>
<div class="MsoNormal">
<span style="line-height: 107%; text-indent: -0.25in;"><br /></span></div>
<div class="MsoNormal">
<span style="line-height: 107%; text-indent: -0.25in;">Select your desire file and click on submit.</span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsiOtjrVDSCf_Kz0MLeCikmkyE2YO_p1oEVgrFYmux8k4TmOLTEnVV1TcYvQg_2PfpNOPGpewP7Y_b21Y_3H0H07lVguxajf-ePxX9vmfj5kss5DH0KY-JKO5fwaxtViAvL75OWndLZTs/s1600/image007.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="226" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsiOtjrVDSCf_Kz0MLeCikmkyE2YO_p1oEVgrFYmux8k4TmOLTEnVV1TcYvQg_2PfpNOPGpewP7Y_b21Y_3H0H07lVguxajf-ePxX9vmfj5kss5DH0KY-JKO5fwaxtViAvL75OWndLZTs/s320/image007.png" width="320" /></a></div>
<div class="MsoNormal">
<span style="line-height: 107%; text-indent: -0.25in;"><br /></span></div>
<div class="MsoNormal">
After few times the data will be,
upload successfully.</div>
<div class="MsoNormal">
<br /></div>
<h3 style="text-align: left;">
<span style="font-size: small;">Limitations:</span></h3>
<div class="MsoNormal">
<span style="background-color: white; background-position: initial initial; background-repeat: initial initial;">We can’t import non-printable characters using above method.<o:p></o:p></span></div>
<div class="MsoNormal">
<span style="background-color: white; background-position: initial initial; background-repeat: initial initial;">If we want to Import any entity that has 1:N relationship we need to copy them in one zip file.<o:p></o:p></span></div>
<div class="MsoNormal">
<span style="background-color: white; background-position: initial initial; background-repeat: initial initial;">If you want to import Unicode data please use XML not Excel.</span></div>
<div class="MsoNormal">
<span style="background-color: white;">File size limit is upto 8 MB you can make chunk of data to import them in CRM.</span></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal" style="margin-left: .25in;">
<o:p></o:p></div>
<h2 style="text-align: left;">
<span style="font-size: large;">2.<span style="font-weight: normal;">
</span>Write your own
web service using ExecuteMultipleRequest</span></h2>
<h1>
<o:p></o:p></h1>
<div class="MsoNormal">
Please check my previous blog for this purpose <o:p></o:p></div>
<div class="MsoNormal">
<a href="http://mubashersharif.blogspot.com/2013/01/using-executemultiplerequest-with-crm.html">http://mubashersharif.blogspot.com/2013/01/using-executemultiplerequest-with-crm.html</a><o:p></o:p></div>
<h2 style="text-align: left;">
<span style="font-size: large;">3.<span style="font-weight: normal;">
</span><!--[endif]-->SSIS Package</span></h2>
<h1>
<o:p></o:p></h1>
<div class="MsoNormal">
We can create SSIS Package to insert data in CRM 2011.
Andrii Butenko One of MVP has already write an article on how to integrate CRM
2011 using SSIS. This is really good article so I mentioned it here<o:p></o:p></div>
<div class="MsoNormal">
<a href="http://a33ik.blogspot.com/2012/11/integrating-crm-2011-using-sql.html">http://a33ik.blogspot.com/2012/11/integrating-crm-2011-using-sql.html</a>
<o:p></o:p></div>
<h2 style="text-align: left;">
<span style="font-size: large;">4.<span style="font-weight: normal;">
</span><!--[endif]-->Use third party integration software like
Scribe.</span></h2>
<h1>
<o:p></o:p></h1>
<div class="MsoNormal">
Many third party tools available that can be used to import
data in CRM. Scribe is one of them.<o:p></o:p></div>
<div class="MsoNormal">
<a href="http://www.scribesoft.com/images/pdf/DataSheet_Adapter_Dynamics_CRM.pdf">http://www.scribesoft.com/images/pdf/DataSheet_Adapter_Dynamics_CRM.pdf</a><o:p></o:p></div>
<h2 style="text-align: left;">
<span style="font-size: large;">5.<span style="font-weight: normal;">
</span><!--[endif]-->Direct SQL Queries</span></h2>
<h1>
<o:p></o:p></h1>
<div class="MsoNormal">
We can also write SQL queries to insert data in CRM but it
is unsupported and not recommended by Microsoft.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
</div>
<h4 style="text-align: left;">
Limitations:</h4>
Writing direct SQL queries is not supported by Microsoft. One of the biggest disadvantage of using SQL queries is that you bypass Business logic.<br />
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
I hope it helps someone :)<br />
If you have any suggestion please comment.</div>
<div class="MsoNormal">
<br /></div>
</div>
</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com3tag:blogger.com,1999:blog-7643726382412896664.post-34054865160875846522013-05-28T05:04:00.000-07:002013-05-28T05:04:53.556-07:00When to use Email Template and when to Use Mail Merge Template<div dir="ltr" style="text-align: left;" trbidi="on">
<br />
Mail merge templates are used to send bulk email to multiple users at a same time.<br />
Mail merge templates could be used in following scenarios<br />
1.<span class="Apple-tab-span" style="white-space: pre;"> </span>Birthday mails.<br />
2.<span class="Apple-tab-span" style="white-space: pre;"> </span>Appointment letters<br />
3.<span class="Apple-tab-span" style="white-space: pre;"> </span>Multiple Resignation Letters<br />
Email Templates could be used in following scenarios<br />
1.<span class="Apple-tab-span" style="white-space: pre;"> </span>New case assigned to a user<br />
2.<span class="Apple-tab-span" style="white-space: pre;"> </span>New admission application received<br />
3.<span class="Apple-tab-span" style="white-space: pre;"> </span>Some record needs approval<br />
<br />
<br />
Here is the table for feature of both templates<br />
<div>
<br /></div>
<div>
<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" style="mso-cellspacing: 0in; mso-padding-alt: 1.5pt 1.5pt 1.5pt 1.5pt; mso-yfti-tbllook: 1184; width: 503px;">
<tbody>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 253.5pt;" valign="top" width="338"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<b><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Feature</span></b><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"><o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 49.5pt;" valign="top" width="66"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<b><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Email Template</span></b><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"><o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 72.75pt;" width="97"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<b><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Mail Merge Template</span></b><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"><o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 250.5pt;" valign="top" width="334"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Insert merge fields<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 53.25pt;" valign="top" width="71"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 72.75pt;" width="97"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 247.5pt;" valign="top" width="330"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Insert custom attribute lookup fields<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 56.25pt;" valign="top" width="75"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<br /></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 72.75pt;" width="97"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 247.5pt;" valign="top" width="330"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Are available to
send in bulk<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 56.25pt;" valign="top" width="75"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 72.75pt;" width="97"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 245.25pt;" valign="top" width="327"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Preview before
sending in bulk<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 58.5pt;" valign="top" width="78"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<br /></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 1.0in;" width="96"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 243.75pt;" valign="top" width="325"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Edit before sending
in bulk<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 60.75pt;" valign="top" width="81"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<br /></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 1.0in;" width="96"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 242.25pt;" valign="top" width="323"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Place content in
the body of an email<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 62.25pt;" valign="top" width="83"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 1.0in;" width="96"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 240.75pt;" valign="top" width="321"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Respect do not contact
rules<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 63.75pt;" valign="top" width="85"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 1.0in;" width="96"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 240.0pt;" valign="top" width="320"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Create personal or
organization-wide template<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 64.5pt;" valign="top" width="86"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 1.0in;" width="96"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 239.25pt;" valign="top" width="319"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Can be used in
workflow<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 65.25pt;" valign="top" width="87"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 1.0in;" width="96"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<br /></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 238.5pt;" valign="top" width="318"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Can be created
globally for use across multiple entities<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 66.0pt;" valign="top" width="88"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 1.0in;" width="96"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<br /></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 238.5pt;" valign="top" width="318"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Can be created for
custom entities<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 66.0pt;" valign="top" width="88"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<br /></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 1.0in;" width="96"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
<tr>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 238.5pt;" valign="top" width="318"><div class="MsoNormal">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Requires the
Outlook client to create template<o:p></o:p></span></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 68.25pt;" valign="top" width="91"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<br /></div>
</td>
<td style="padding: 1.5pt 1.5pt 1.5pt 1.5pt; width: 73.5pt;" width="98"><div class="MsoNormal" style="margin-bottom: 0.0001pt;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">X<o:p></o:p></span></div>
</td>
</tr>
</tbody></table>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="font-size: 12.0pt; line-height: 115%;">I hope it
helps someone. </span><span style="font-family: Wingdings; font-size: 12.0pt; line-height: 115%; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-char-type: symbol; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-symbol-font-family: Wingdings;">J</span><span style="font-size: 12.0pt; line-height: 115%;"><o:p></o:p></span></div>
</div>
</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com0tag:blogger.com,1999:blog-7643726382412896664.post-80263708061089730742013-05-28T02:52:00.000-07:002013-05-28T02:52:05.099-07:00Filter Sub Grid using JavaScript in CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">
Please follow bellow steps to filter sub grid using JavaScript<br />1. Create FetchXML from Advance find view that you want to set in Sub Grid.<br />2. Note down the Grid Unique name (We need this in below JavaScript)<br /><br />Copy the below JavaScript and made changes in BOLD section.<br /><br />
function updateSubGrid() {<br />
//This will get the related products grid details and store in a variable.<br />
var relatedAccounts = document.getElementById("<b>YourGridName</b>"); // Your Grid Unique Name<br />
//Initializing the lookup field to store in an array.<br />
var lookupfield = new Array;<br />
//Get the lookup field<br />
lookupfield = Xrm.Page.getAttribute("contactid").getValue(); // Filter Grid base on the lookup value<br />
//This will get the lookup field guid if there is value present in the lookup<br />
if (lookupfield != null) {<br />
var lookupid = lookupfield[0].id;<br />
}<br />
//Else the function will return and no code will be executed.<br />
else {<br />
return;<br />
}<br />
//This method is to ensure that grid is loaded before processing.<br />
if (relatedAccounts == null || relatedAccounts.readyState != "complete") {<br />
//This statement is used to wait for 2 seconds and recall the function until the grid is loaded.<br />
setTimeout('updateSubGrid()', 2000);<br />
return;<br />
<br />
}<br />
<br />
//This is the fetch xml code which display all the account associated with the contact.<br />
//Good Practice is to create FetchXML from Advance Find View and Make formating as mentioned below<br />
<br />
<b> var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>";</b><br />
<b> fetchXml += "<entity name='account'>";</b><br />
<b> fetchXml += "<attribute name='fullname' />";</b><br />
<b> fetchXml += "<attribute name='boardname' />";</b><br />
<b> fetchXml += "<attribute name='contactidid' />";</b><br />
<b> fetchXml += "<order attribute='appointeestage' descending='false' />";</b><br />
<b> fetchXml += "<filter type='and'>";</b><br />
<b> fetchXml += "<condition attribute='statecode' operator='eq' value='0' />";</b><br />
<b> fetchXml += "<condition attribute='contactid' operator='eq' uitype='contact' value='" + lookupid + "' />";</b><br />
<b> fetchXml += "</filter>";</b><br />
<b> fetchXml += "</entity>";</b><br />
<b> fetchXml += "</fetch>";</b><br />
<br />
//Setting the fetch xml to the sub grid.<br />
relatedAccounts.control.setParameter("fetchXml", fetchXml);<br />
//This statement will refresh the sub grid after making all modifications.<br />
relatedAccounts.control.refresh();<br />
<br />
}<br />
<br />
Call updateSubGrid function onload of the form and publish the customization.<br />I hope it helps someone :)<br /><br /></div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com0tag:blogger.com,1999:blog-7643726382412896664.post-35532657244203031862013-03-20T06:24:00.003-07:002013-03-20T06:28:29.159-07:00Plugin Walkthrough using Visual studio 2012<div dir="ltr" style="text-align: left;" trbidi="on">
<h2 class="separator" style="clear: both; text-align: center;">
Plugin Walkthrough using Visual Studio 2012.</h2>
<div class="separator" style="clear: both; text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: Verdana, sans-serif;">Visual studio </span><span style="font-family: Verdana, sans-serif;">2012 makes our life very easy after giving a <a href="http://www.microsoft.com/en-us/download/details.aspx?id=24004" target="_blank">Dynamics CRM toolkit</a> that could be easily installed and could be used as mentioned here. After installing toolkit Visual studio gives us a new project type of Dynamics CRM. Here are the steps to create and deploy plugin for CRM 2011<br /><br />Step 1:<br />Open visual studio click File-> New -> Project and From navigation menu select Dynamics CRM then select Dynamics CRM 2012 plug-in library and press OK.
</span></div>
<div class="separator" style="clear: both; margin: 0in 0in 10pt; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLCUyq66aoYxGCjLdhvSmp_n_SqYJmt-T-J_8iTpvQOPHW779Bul3MNbOiR7JLvm5yV2potnhdsz6GyaOEXUPwew9CM-rrtxt-bAZCPeioCfrrdJEnul1XjKABmadIHV0ltrPA-TZoKcI/s1600/1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" height="221" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLCUyq66aoYxGCjLdhvSmp_n_SqYJmt-T-J_8iTpvQOPHW779Bul3MNbOiR7JLvm5yV2potnhdsz6GyaOEXUPwew9CM-rrtxt-bAZCPeioCfrrdJEnul1XjKABmadIHV0ltrPA-TZoKcI/s320/1.png" width="320" /></span></a></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt; text-align: left;">
<span style="font-family: Verdana, sans-serif;"><span style="mso-no-proof: yes;"><v:shapetype coordsize="21600,21600" filled="f" id="_x0000_t75" o:preferrelative="t" o:spt="75" path="m@4@5l@4@11@9@11@9@5xe" stroked="f">
<v:stroke joinstyle="miter">
<v:formulas>
<v:f eqn="if lineDrawn pixelLineWidth 0">
<v:f eqn="sum @0 1 0">
<v:f eqn="sum 0 0 @1">
<v:f eqn="prod @2 1 2">
<v:f eqn="prod @3 21600 pixelWidth">
<v:f eqn="prod @3 21600 pixelHeight">
<v:f eqn="sum @0 0 1">
<v:f eqn="prod @6 1 2">
<v:f eqn="prod @7 21600 pixelWidth">
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<v:path gradientshapeok="t" o:connecttype="rect" o:extrusionok="f">
<o:lock aspectratio="t" v:ext="edit">
</o:lock></v:path></v:stroke></v:shapetype></span><br />
Step 2:<br />Enter the credentials and press log on and if you successfully login you will see your organizations in drop down. Select your organization from dropdown and select solution from solution name dropdown box and press ok.<o:p></o:p></span></div>
<div class="separator" style="clear: both; margin: 0in 0in 10pt; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjYkVwWDQnWlj9bDo90XbIeQIzm0Zxtf6JTn142YGwmiESEkdDt3oX7H8iQRUbQgS3vSQMAnzZa-ktx_f2AeZ6JdJD_MIQvJNt7h783-DOzHoI0McNfNbnWGDgwipIQdGtsrfaN5eKS78Q/s1600/2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjYkVwWDQnWlj9bDo90XbIeQIzm0Zxtf6JTn142YGwmiESEkdDt3oX7H8iQRUbQgS3vSQMAnzZa-ktx_f2AeZ6JdJD_MIQvJNt7h783-DOzHoI0McNfNbnWGDgwipIQdGtsrfaN5eKS78Q/s320/2.png" width="270" /></span></a></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt; text-align: left;">
<span style="font-family: Verdana, sans-serif;"><span style="mso-no-proof: yes;"><v:shape id="Picture_x0020_2" o:spid="_x0000_i1029" style="height: 363.75pt; mso-wrap-style: square; visibility: visible; width: 307.5pt;" type="#_x0000_t75">
<v:imagedata o:title="" src="file:///C:\Users\MUHAMM~1.MUB\AppData\Local\Temp\1\msohtmlclip1\01\clip_image003.png">
Step 3:</v:imagedata></v:shape></span><o:p></o:p></span></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt; text-align: left;">
<o:p></o:p><span style="font-family: Verdana, sans-serif;">After pressing ok your project will created next step is to right click on your project and click on Properties as mentioned in above fig.<o:p></o:p></span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiWQGdcbqX_Nf-iZUvUaTdAnomq-dILrnYvGb7SAO8MB6p_6ntRfNL8cPMA8oPHulU0_wp1WbzCq7A4af0pdcUB38Rh8B2EiFUCpn9zg1zyC-Rw_Kw1GsmQr7s39eVobwiRKX_Ary_yDFE/s1600/3.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiWQGdcbqX_Nf-iZUvUaTdAnomq-dILrnYvGb7SAO8MB6p_6ntRfNL8cPMA8oPHulU0_wp1WbzCq7A4af0pdcUB38Rh8B2EiFUCpn9zg1zyC-Rw_Kw1GsmQr7s39eVobwiRKX_Ary_yDFE/s1600/3.png" /></span></a></div>
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</v:imagedata></v:shape></span><o:p></o:p></span></div>
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<o:p></o:p><span style="font-family: Verdana, sans-serif;">You will see a window with project properties and then click Signing and check Sign the assembly button enter your key file name and uncheck Protect my key file with a password check box.<o:p></o:p></span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8_8DiL60gAzlHL0Q8P6ZutxQOjYtOU6SvkZoHg9Fe01bMzg1jGYRh6k5mycybGObJ0PMkedRrvqu7L-0xnnj5TSifddjLtt9ax3Vn1T8cex9UiQBpSHINOdX56xPS6oVXohNtOEwjQtY/s1600/4.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" height="148" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8_8DiL60gAzlHL0Q8P6ZutxQOjYtOU6SvkZoHg9Fe01bMzg1jGYRh6k5mycybGObJ0PMkedRrvqu7L-0xnnj5TSifddjLtt9ax3Vn1T8cex9UiQBpSHINOdX56xPS6oVXohNtOEwjQtY/s320/4.png" width="320" /></span></a></div>
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<span style="font-family: Verdana, sans-serif;"><span style="mso-no-proof: yes;"><v:shape id="Picture_x0020_4" o:spid="_x0000_i1027" style="height: 217.5pt; mso-wrap-style: square; visibility: visible; width: 468pt;" type="#_x0000_t75">
<v:imagedata o:title="" src="file:///C:\Users\MUHAMM~1.MUB\AppData\Local\Temp\1\msohtmlclip1\01\clip_image006.png">
</v:imagedata></v:shape></span><o:p></o:p></span></div>
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<span style="font-family: Verdana, sans-serif; line-height: 115%;"><o:p>Step 4:</o:p></span></div>
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<span style="font-family: Verdana, sans-serif; line-height: 115%;">Next step is to create Entities wrapper.<br />
Right click on Entities in CRM Explorer bar and click on generate wrapper.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZJStwHmjKaEeuijQONlzi1G8CrOMEkZWwuWp-YCKW6Lypq9TDACQerKlOGOtxLFE-wmhGJpjO5qe3hr3Nj0xn353IhaFK7rc2kNVYxT6lwWqcmKzZT3e53XRTWYAR_DCOamovGG7apwA/s1600/5.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZJStwHmjKaEeuijQONlzi1G8CrOMEkZWwuWp-YCKW6Lypq9TDACQerKlOGOtxLFE-wmhGJpjO5qe3hr3Nj0xn353IhaFK7rc2kNVYxT6lwWqcmKzZT3e53XRTWYAR_DCOamovGG7apwA/s1600/5.png" /></span></a></div>
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<span style="line-height: 115%;"><span style="font-family: Verdana, sans-serif;">It will automatically generate a wrapper class for us we need to add
the reference in our class only.<o:p></o:p></span></span></div>
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<span style="font-family: Verdana, sans-serif;">Open your Plugin.cs file and paste following code<br />
</span></div>
<span style="font-family: Verdana;">Step 5:</span><br />
<span style="font-family: Verdana;"></span><span style="color: green;"> </span><br />
<span style="color: green;"></span><br />
<span style="color: green;"></span><br />
<span style="color: green;"><div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<br /></div>
</span><br />
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<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: blue; mso-highlight: white;">using</span><span style="background: white; color: black; mso-highlight: white;"> System;<o:p></o:p></span></span></div>
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<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">using</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> System.Diagnostics;<o:p></o:p></span></span></div>
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<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">using</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> System.Linq;<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">using</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> System.ServiceModel;<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">using</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> Microsoft.Xrm.Sdk;<o:p></o:p></span></span></div>
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<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">using</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> PluginWalkthrough.Entities;<o:p></o:p></span></span></div>
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<span style="background: white; color: black; font-family: Verdana, sans-serif; font-size: 9.5pt; mso-highlight: white;"><o:p> </o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">public</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> </span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">class</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> </span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">Plugin</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> : </span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">IPlugin</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;">{<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">public</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> </span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">void</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> Execute(</span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">IServiceProvider</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> serviceProvider)<o:p></o:p></span></span></div>
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<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>{<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">IPluginExecutionContext</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> context = (</span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">IPluginExecutionContext</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">)<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span>serviceProvider.GetService(</span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">typeof</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">(</span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">IPluginExecutionContext</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">));<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Verdana, sans-serif; font-size: 9.5pt; mso-highlight: white;"><o:p> </o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">Entity</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> entity;<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Verdana, sans-serif; font-size: 9.5pt; mso-highlight: white;"><o:p> </o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: green; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">// Check
if the input parameters property bag contains a target</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: green; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">// of
the create operation and that target is of type Entity.</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">if</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> (context.InputParameters.Contains(</span><span style="background: white; color: #a31515; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">"Target"</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">)
&&<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span>context.InputParameters[</span><span style="background: white; color: #a31515; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">"Target"</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">] </span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">is</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> </span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">Entity</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">)<o:p></o:p></span></span></div>
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<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>{<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span><span style="mso-spacerun: yes;">
</span></span><span style="background: white; color: green; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">// Obtain the target business entity from
the input parameters.</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span>entity = (</span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">Entity</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">)context.InputParameters[</span><span style="background: white; color: #a31515; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">"Target"</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">];<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Verdana, sans-serif; font-size: 9.5pt; mso-highlight: white;"><o:p> </o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: green; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">//
Verify that the entity represents a contact.</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">if</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> (entity.LogicalName != </span><span style="background: white; color: #a31515; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">"contact"</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">) { </span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">return</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">; } </span><span style="background: white; color: green; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">// Write your entity name in
which you want to trigger your plugin</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>}<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">else</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>{<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">return</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">;<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>}<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Verdana, sans-serif; font-size: 9.5pt; mso-highlight: white;"><o:p> </o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">try</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>{<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">IOrganizationServiceFactory</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> serviceFactory =<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span>(</span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">IOrganizationServiceFactory</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">)serviceProvider.GetService(<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">typeof</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">(</span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">IOrganizationServiceFactory</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">));<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">IOrganizationService</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> service =<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;">
</span>serviceFactory.CreateOrganizationService(context.UserId);<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Verdana, sans-serif; font-size: 9.5pt; mso-highlight: white;"><o:p> </o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">var</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> id = (</span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">Guid</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">)context.OutputParameters[</span><span style="background: white; color: #a31515; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">"id"</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">];<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif; mso-spacerun: yes;"> </span><o:p></o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: green; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">//Write
your business logic here</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>}<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">catch</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> (</span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">FaultException</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><</span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">OrganizationServiceFault</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">> ex)<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>{<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">throw</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> </span><span style="background: white; color: blue; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">new</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"> </span><span style="background: white; color: #2b91af; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">InvalidPluginExecutionException</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">(<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="font-family: Verdana, sans-serif;"><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="mso-spacerun: yes;"> </span></span><span style="background: white; color: #a31515; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">"An
error occurred in the plug-in."</span><span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;">, ex);<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>}<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Consolas; font-size: 9.5pt; mso-highlight: white;"><span style="font-family: Verdana, sans-serif;"><span style="mso-spacerun: yes;"> </span>}<o:p></o:p></span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Verdana, sans-serif; font-size: 9.5pt; mso-highlight: white;"><o:p> </o:p></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; mso-layout-grid-align: none;">
<span style="background: white; color: black; font-family: Verdana, sans-serif; font-size: 9.5pt; mso-highlight: white;"><o:p> </o:p></span></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt; text-align: left;">
<span style="background: white; color: black; font-family: Verdana, sans-serif; font-size: 9.5pt; line-height: 115%; mso-highlight: white;">}</span><o:p></o:p></div>
<div class="separator" style="clear: both; margin: 0in 0in 10pt; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh2j0eSf5Q3fSZCmHjxWc4wCA1KfU7-Xox0FvuEBjWTHS88nMiOKqBirJemK0WulmEmuTosdIdCibJYSG48hRfQCdk7atlI8OgdV-z-PmN4I2LkNr3lebQJvqOyMXJhwVm1SPWAyz5anX8/s1600/6.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" height="166" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh2j0eSf5Q3fSZCmHjxWc4wCA1KfU7-Xox0FvuEBjWTHS88nMiOKqBirJemK0WulmEmuTosdIdCibJYSG48hRfQCdk7atlI8OgdV-z-PmN4I2LkNr3lebQJvqOyMXJhwVm1SPWAyz5anX8/s320/6.png" width="320" /></span></a></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt; text-align: left;">
<span style="font-family: Verdana, sans-serif;"><span style="mso-no-proof: yes;"><v:shape id="Picture_x0020_5" o:spid="_x0000_i1025" style="height: 243.75pt; mso-wrap-style: square; visibility: visible; width: 468pt;" type="#_x0000_t75">
<v:imagedata o:title="" src="file:///C:\Users\MUHAMM~1.MUB\AppData\Local\Temp\1\msohtmlclip1\01\clip_image010.png">
</v:imagedata></v:shape></span><o:p></o:p></span></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt; text-align: left;">
<span style="font-family: Verdana, sans-serif;">Here you go your plugin is ready to build and for deploy. You
can add your business logic in the plugin.<br />
<br />
For deploying a plugin please check following link. </span><a href="http://msdn.microsoft.com/en-us/library/gg309580.aspx"><span style="font-family: Verdana, sans-serif;">http://msdn.microsoft.com/en-us/library/gg309580.aspx</span></a><br />
<span style="font-family: Verdana, sans-serif;">
<br />
<br />
I hope it helps some one :)</span></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt; text-align: left;">
<o:p><span style="font-family: Verdana, sans-serif;"> </span></o:p></div>
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<o:p><span style="font-family: Calibri;"> </span></o:p></div>
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<o:p><span style="font-family: Calibri;"> </span></o:p></div>
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<o:p><span style="font-family: Calibri;"> </span></o:p></div>
</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com0tag:blogger.com,1999:blog-7643726382412896664.post-64412249234230926682013-02-25T03:39:00.000-08:002013-02-25T03:46:26.906-08:00How to publish all customization in CRM 2011 using .NET C#<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Calibri;">
I am developing a tool that creates attributes on runtime and I need to publish
all the customization’s and for this purpose I am just exploring SDK and found
this message request<br />
"PublishAllXmlRequest" which is used to publish all customization in CRM 2011
here is the complete syntax I hope it help’s some one </span><span style="font-family: Wingdings; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-char-type: symbol; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-symbol-font-family: Wingdings;"><span style="mso-char-type: symbol; mso-symbol-font-family: Wingdings;">J</span></span><br />
<span style="font-family: Calibri;">
<br />
PublishAllXmlRequest publishReq= new PublishAllXmlRequest();</span><br />
<span style="font-family: Calibri;">service.Execute(publishReq);<o:p></o:p></span><br />
<br />
<span style="font-family: Calibri;"><o:p>Note: Make sure you have added a namespace </o:p></span><span style="font-family: Calibri;"><o:p>Microsoft.Crm.Sdk.Messages;</o:p></span><br />
<span style="font-family: Calibri;"><o:p><br />Thanks</o:p></span></div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com0tag:blogger.com,1999:blog-7643726382412896664.post-23956243932067283522013-02-25T01:52:00.002-08:002013-02-25T02:31:21.749-08:00Case Study: Implementing MS Dynamics CRM 2011 for a Newsgroup<div dir="ltr" style="text-align: left;" trbidi="on">
<br />
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<strong><span style="color: #365f91;"><span style="font-family: Cambria;"><span class="Heading1Char"><span style="font-size: 14pt; line-height: 115%;">Case study (Newspaper group) </span></span><o:p></o:p></span></span></strong></div>
<span style="font-family: Calibri;">The purpose to write the blog is to tell the people that how
Dynamics CRM improve the performance of a newspaper group. Recently I have an
experience of working with a Multilanguage newspaper group based in UK. They
care about their customers and they are much interested in implementing contract
base system which uses very complex business roles and it has 10+ offices in
different part of the world and has a lot of agents in all over the world.<br />
</span><span class="Heading1Char"><span style="font-size: 14pt; line-height: 115%;"><strong><span style="color: #365f91;"><span style="font-family: Cambria;">Business
needs<o:p></o:p></span></span></strong></span></span><br />
<span style="font-family: Calibri;">They have already running a system which is a custom desktop
application it has a central database which is linked with all offices. But the
application is start causing issues and is really difficult to upgrade or
integrate with any system. The application does not support direct marketing
list functionality and the main feature of marketing. The client is much
interested in reliable fast and accurate system which must be less expansive
and they must have good control on it.<o:p></o:p></span><br />
<br />
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span class="Heading1Char"><span style="font-size: 14pt; line-height: 115%;"><strong><span style="color: #365f91; font-family: Cambria;">Solution:</span></strong></span></span><span style="font-family: Calibri;"> <br />
After consulting we decided to go for Dynamics CRM for Marketing and contract management
and for financial management we decided to use Dynamics NAV. Dynamics CRM has a
great feature of Marketing and contract system as a built in functionality.
They need to store all the data in CRM and also wants old data in new system. And
using the NAV contactor we can connect both CRM and NAV. Even If they want to
implement other dynamics products it’s easy for them because Dynamics gives
adaptor functionality for all the dynamics products.<o:p></o:p></span></div>
<br />
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span class="Heading1Char"><span style="font-size: 14pt; line-height: 115%;"><span style="color: #365f91; font-family: Cambria;"><strong>Benefits for using Dynamics CRM</strong></span></span></span><span class="Heading2Char"><span style="font-size: 13pt; line-height: 115%;"><br /><strong><span style="color: #4f81bd; font-family: Cambria;">
1. Dashboard<br />
</span></strong></span></span><span style="font-family: Calibri;">CRM Dashboards allow us to drilldown to the data due to this
functionality a business can take more efficient and quick to respond to issues
and new opportunities.<br />
Executives can take decisions from dashboard visibility for example if any
country has less revenue generated with comparison to the last month the
executives will try to find the cause and focus on that country before anything
goes in loss.</span><span class="Heading2Char"><span style="font-size: 13pt; line-height: 115%;"><br /><strong><span style="color: #4f81bd; font-family: Cambria;">
2. Contract management<br />
</span></strong></span></span><span style="font-family: Calibri;">After implementing dynamics CRM they can easily manage contracts
and have better control on Marketing and pricing.</span><span class="Heading2Char"><span style="font-size: 13pt; line-height: 115%;"><br /><strong><span style="color: #4f81bd; font-family: Cambria;">
3. Expands the Agents</span></strong></span></span><br />
<span style="font-family: Calibri;">
In newspaper group agents are great resource of profit. Using accounts and
partner portal functionality we can increase agents as much as the newspaper industry
can. And using contract management system we can distribute there commission easily.
</span><span style="font-family: Calibri;"><span class="Heading2Char"><span style="font-size: 13pt; line-height: 115%;"><span style="color: #4f81bd; font-family: Cambria;"><strong>4. Ad Management<br />
</strong><span style="font-family: "Calibri","sans-serif"; font-size: 11pt; line-height: 115%; mso-ansi-language: EN-US; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin;"><span style="color: black;">We can use Product as Ad it’s
easy for group to manage with contracts.<br style="mso-special-character: line-break;" />
</span></span></span></span></span></span><span style="font-family: Calibri;"><span style="font-family: Calibri;"><span class="Heading2Char"><span style="font-size: 13pt; line-height: 115%;"><strong><span style="color: #4f81bd; font-family: Cambria;">5. Availability of old data in new system</span></strong></span></span><span style="font-family: Calibri;">Using import feature of Dynamics CRM we can easily migrate data to CRM from any old system.</span></span></span><span style="font-family: Calibri;"><br /><strong><span style="color: #4f81bd; font-family: Cambria; font-size: medium;">6. Reporting</span></strong><span style="font-family: Calibri;">Reporting is really easy in CRM anyone who has a little knowledge about CRM can easily develop reports.</span><span class="Heading2Char"><span style="font-size: 13pt; line-height: 115%;"></span></span><br /><strong><span style="color: #4f81bd; font-family: Cambria; font-size: medium;">7. Easy to use</span></strong><span style="font-family: Calibri;">Dynamics CRM has office type UI so if any one who is familiar with office can easily and quickly learn CRM.</span></span><span style="font-family: Calibri;"></span></div>
<span style="font-family: Calibri;"></span><br />
<span style="font-family: Calibri;"></span><br />
<span style="font-family: Calibri;"><div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span style="mso-ascii-font-family: Calibri; mso-hansi-font-family: Calibri;">This is an open blog any one can share his/her idea's in comments and they are
highly appreciated.</span><o:p></o:p></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span style="font-family: Times New Roman;">
</span><br />
Thanks :)</div>
</span><br />
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<br /></div>
</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com0tag:blogger.com,1999:blog-7643726382412896664.post-41022032313835174852013-01-30T05:28:00.003-08:002013-02-26T23:31:18.109-08:00Understanding and Development of Custom Workflow Activities in Microsoft Dynamics CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRCd2udQt6CFXe05SJHiTxV81hu2mVxXDEvn5957WZnKuGWqFyTLYBmKC-i0pt8bPprEChGRTjBk2kN17epW5lFXxdVFKaYuxiqrEwxNkB2A5ASuVIiNHxpY4t37cCbK0uERut23tT6mI/s1600/8.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"></a><br /></div>
As we all know with the <a href="http://mubashersharif.blogspot.com/2013/01/whats-new-in-microsoft-dynamics-crm.html" target="_blank">release of rollup 12</a> we can develop custom workflow activity for CRM 2011 online too. We can develop custom workflow for CRM online here are the steps to develop custom workflow activity for CRM 2011 online using visual studio 2012 although there is no difference between developing workflow activity in VS 2010 and VS 2012 but due to great feature of VS 2012 i decided to make the workflow activity in VS 2012.<br />
<br />
Prerequisites:<br />
1. Latest SDK <a href="http://www.microsoft.com/en-us/download/details.aspx?id=24004" target="_blank">(Download Latest SDK)</a><br />
2. CRM 2011 must have <a href="http://mubashersharif.blogspot.com/2013/01/whats-new-in-microsoft-dynamics-crm.html" target="_blank">rollup 12</a> (By default all online CRM has been update to rollup 12)<br />
<br />
<br />
<br />
<br />
Step 1: Create a new CRM Packedge in Visual Studio give any name<br />
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Step 2: After you select your project type you will saw a popup box asking for your credtionals fill the form and click ok<br />
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Step 3: Add a new CRM 2011 workflow liberary in CRM Packedge solution<br />
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Step 4: Right click on CRM 2011 workflow library and click on properties and go to Signin tab<br />
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Step 5: From chosse a signing name key file optionset select new the below window will opens give any name and uncheck the checkbox click ok and save your project<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgK5tQnyL4dYanGfkmm9A6DiQTvO1_zG9JgZv-1hiCwbWgurEOiybJdyYMJAOoGsUVt7WTjuOPjXK_WH4nH3oaTj1y1VQ5aU71cVr3pOSKmBR35dhKfDP66F-DD5hxvWGNe-yUUnYVN_0c/s1600/4.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><br /></a></div>
Step 6:<br />
After signing your workflow add a new workflow activity class click on your workflow activity -> right click-> add new item<br />
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Step 7:<br />
Select workflow activity class as your new item after giving name click ok<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWWX39IWe4S2aLKpAv9B_5UhfB8Fob2lwOWjdK0S70TduC2Sh4XkvhfRKmGVK27xWpnOfU3xr4y_9BdLE403Uwy2YSdbpQFEeZukBMLyQuUXe-I2PNS18otdq33FTM04j2UftrmgtRlMI/s1600/5.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="276" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWWX39IWe4S2aLKpAv9B_5UhfB8Fob2lwOWjdK0S70TduC2Sh4XkvhfRKmGVK27xWpnOfU3xr4y_9BdLE403Uwy2YSdbpQFEeZukBMLyQuUXe-I2PNS18otdq33FTM04j2UftrmgtRlMI/s400/5.png" width="400" /></a></div>
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Step 8:After you select workflow activity class CRM asks you for below information fill the information and all the information is required<br />
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Step 9: Implement your custom business logic<br />
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Step 10: After completing your implementation right click on RegisterFile.crmregister and change IsolationMode to Sandbox<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfHfwnrXgyoGXoNlB6RsJzX79pUpHqgv3l-VYZQwAq7D4-DLFs7ABMO7Uh1ERRTaigYiqf7pnsnt-Wty4NqDjKq4MExvr_e09jqlZhpTGLf5ao5ljaHxmAQgix5idYaqx8_DOghVakM_8/s1600/sand+box.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="66" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfHfwnrXgyoGXoNlB6RsJzX79pUpHqgv3l-VYZQwAq7D4-DLFs7ABMO7Uh1ERRTaigYiqf7pnsnt-Wty4NqDjKq4MExvr_e09jqlZhpTGLf5ao5ljaHxmAQgix5idYaqx8_DOghVakM_8/s400/sand+box.png" width="400" /></a></div>
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Step 11: Go to Build -> Deploy from visual studio 2012 main menu.<br />
Step 12: After deployment complete you can see your custom workflow activity in your steps<br />
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<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRCd2udQt6CFXe05SJHiTxV81hu2mVxXDEvn5957WZnKuGWqFyTLYBmKC-i0pt8bPprEChGRTjBk2kN17epW5lFXxdVFKaYuxiqrEwxNkB2A5ASuVIiNHxpY4t37cCbK0uERut23tT6mI/s1600/8.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="291" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRCd2udQt6CFXe05SJHiTxV81hu2mVxXDEvn5957WZnKuGWqFyTLYBmKC-i0pt8bPprEChGRTjBk2kN17epW5lFXxdVFKaYuxiqrEwxNkB2A5ASuVIiNHxpY4t37cCbK0uERut23tT6mI/s400/8.png" width="400" /></a></div>
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Note: The error that i found while developing custom workflow activity is <br />
<div style="text-align: left;">
1. "Error registering plugins and/or workflows. Description name must be specified Parameter name: description" if i skip step 8 i got the above error so make sure your have filled all the fields that is in the form.</div>
2. Error registering plugins and/or workflows. Action failed for assembly 'CrmPackageOnline.WorkflowOnline, Version=1.0.0.0, Culture=neutral, PublicKeyToken=f24fa33afcfbc3ec': Assembly must be registered in isolation. C:\Program Files (x86)\MSBuild\Microsoft\CRM\Microsoft.CrmDeveloperTools.12.targets 176 4 CrmPackageOnline<br />
if you skip step 10 <br />
Resolution change the RegisterFile.crmregister xml and IsolationMode to Sandbox<br />
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Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com6tag:blogger.com,1999:blog-7643726382412896664.post-47704649149608393992013-01-22T23:51:00.002-08:002013-01-23T00:13:35.148-08:00Using ExecuteMultipleRequest with CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">
<h3 style="text-align: left;">
ExecuteMultipleRequest METHOD IN ACTION</h3>
<div style="text-align: left;">
As we all know CRM 2011 rollup 12 has lunched a new <a href="http://mubashersharif.blogspot.com/2013/01/whats-new-in-microsoft-dynamics-crm.html" target="_blank">ExecuteMultipleRequest</a> method.<br />
Today i am just exploring this great feature and develop a code snippets and wants to share with you.<br />
Note: Make sure you have latest SDK of CRM 2011<br />
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var service = new XrmServiceContext("Xrm");<br />
OrganizationRequestCollection collection = new OrganizationRequestCollection();<br />
for (int i = 0; i <= 5000; i++)<br />
{<br />
CreateRequest createRequest = new CreateRequest // create a request and add the request in collection<br />
{<br />
Target = GetEntityRecord() // this method could returns any entity i.e account, contact etc you could implement your own logic to get the target entity<br />
};<br />
collection.Add(createRequest);<br />
}<br />
<br />
ExecuteMultipleRequest excuteMultipleRequest = new ExecuteMultipleRequest // Create ExecuteMultipleRequest object with the above collection<br />
{<br />
Requests = collection,<br />
Settings = new ExecuteMultipleSettings<br />
{<br />
ContinueOnError = false,<br />
ReturnResponses = true<br />
}<br />
};<br />
ExecuteMultipleResponse executeMultipleResponse = (ExecuteMultipleResponse)service.Execute(excuteMultipleRequest); //Execute the request<br />
var results = executeMultipleResponse.Results; //Request result</div>
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<br />
I hope it helps some one.</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com2tag:blogger.com,1999:blog-7643726382412896664.post-38676609407065457882013-01-22T02:41:00.001-08:002013-01-22T04:54:16.571-08:00What's New in Microsoft Dynamics CRM Rollup 12 for Developers<div dir="ltr" style="text-align: left;" trbidi="on">
<h2 style="text-align: left;">
</h2>
<h3 style="text-align: left;">
1. Extended Browser Support</h3>
As we all know now CRM supports multiple browser support (Yahoo!) now we have to write the code differently as we have to stay near to Xrm.Page object and do supported customization we don’t need any changing to support other browsers.<br />
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View of CRM in Google chrome<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfOwqX2e97fbWSQcGtq1sCeEbJcVfJwiRtDagC3TANSFiOMbriyPU76qOGXLHCk2K45RhXPXuj27Bdi1K6iDMftku1gDEFp1FN34HWGjIQdcczpk2mgGVP6K0OBnrtr0eMsZHJ9sL6td4/s1600/google+chrome+crm+2011.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="185" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfOwqX2e97fbWSQcGtq1sCeEbJcVfJwiRtDagC3TANSFiOMbriyPU76qOGXLHCk2K45RhXPXuj27Bdi1K6iDMftku1gDEFp1FN34HWGjIQdcczpk2mgGVP6K0OBnrtr0eMsZHJ9sL6td4/s320/google+chrome+crm+2011.png" width="320" /></a></div>
<div style="text-align: center;">
Fig. 1</div>
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Note: If you want to check the browser compatibility mode you can use the custom code validation tool Download custom code validation.<br />
<h3 style="text-align: left;">
2. New feature in Activity Feeds</h3>
CRM introduces new Social media functionality of like/unlike.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGIghNx5uNKLV1yST3vpROZyHuN0C2DuAu6oEaQLE3-o-zikjvIBiBO4pkUlx1e4HQvAd4yVdNVs6jQLUy6x8mOZnzd82d1t2qB4I4gHbq4AkXm-PC3x8pTtiTyW5VhJjK0200fKzZQa4/s1600/like+feature.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="165" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGIghNx5uNKLV1yST3vpROZyHuN0C2DuAu6oEaQLE3-o-zikjvIBiBO4pkUlx1e4HQvAd4yVdNVs6jQLUy6x8mOZnzd82d1t2qB4I4gHbq4AkXm-PC3x8pTtiTyW5VhJjK0200fKzZQa4/s400/like+feature.png" width="400" /></a></div>
<div style="text-align: center;">
Fig. 2</div>
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<h3 style="text-align: left;">
3. New UI for Sales and Customer Service and Product Update Functionality</h3>
<div style="text-align: left;">
New user experiences has been added for Opportunity , Lead and Case.</div>
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<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgYdv0_JANPNPEP2Ff7jGs0rOw8c8piD9CPG-6RW0PmXA1Qje18wpk8a21uoC3o6_FYmv0XdVCyrQMD4tpHqi7AP7mvr3Ta_Y7C-2EvvJ3zyA2_1_KbmDt2ESHHAk2mmKy-jH2nIXa9w8c/s1600/new+UI.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="223" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgYdv0_JANPNPEP2Ff7jGs0rOw8c8piD9CPG-6RW0PmXA1Qje18wpk8a21uoC3o6_FYmv0XdVCyrQMD4tpHqi7AP7mvr3Ta_Y7C-2EvvJ3zyA2_1_KbmDt2ESHHAk2mmKy-jH2nIXa9w8c/s400/new+UI.png" width="400" /></a></div>
<div style="text-align: center;">
Fig. 3</div>
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<h3 style="text-align: left;">
4. Custom Workflow Activities for Microsoft Dynamics CRM Online</h3>
Now we can register custom workflow activities with CRM online too<br />
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Note: If you want to create workflow activity please check this link <a href="http://msdn.microsoft.com/en-us/library/hh547421.aspx" target="_blank">Create and deploy workflow activity using Developer toolkit</a><br />
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<h3 style="text-align: left;">
5. Developer Toolkit Support for Microsoft Visual Studio 2012</h3>
With rollup 12 Microsoft has also lunched The Developer Toolkit for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online that supports Microsoft Visual Studio 2012. The installer can be found in the SDK download in the sdk\tools\developertoolkit\ folder.<br />
<a href="http://go.microsoft.com/fwlink/?LinkID=207027" target="_blank">Download CRM Toolkit</a><br />
<h3 style="text-align: left;">
6. Bulk Data Load</h3>
If you want to Load bulk data in CRM now you can use <a href="http://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.messages.executemultiplerequest.aspx" target="_blank">ExecuteMultipleRequest</a> message.<br />
<br />
For more details please check following link<br />
<a href="http://msdn.microsoft.com/en-us/library/gg309589.aspx" target="_blank">New features for developers in rollup 12</a><br />
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<br /></div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com0tag:blogger.com,1999:blog-7643726382412896664.post-23820465176690989642013-01-16T03:22:00.000-08:002013-01-16T04:35:07.885-08:00MS Dynamics CRM vs Salesforce - 5 Deciding Factors<div dir="ltr" style="text-align: left;" trbidi="on">
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In my last project my client asks me to give him some
suggestion to choose the CRM product between Microsoft Dynamics CRM and
Salesforce. And depending upon the below criteria I told him why to go for
Dynamics CRM.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Here is a comparison of two major CRM products</div>
<div class="MsoNormal">
<br />
1. In Microsoft Dynamics CRM we have a lot of options to integrate it with any
other application and also office 365 makes it really easy to manage all the
things on one place. And in Salesforce we have limited integration
capabilities.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
2. You could use any deployment option for Microsoft CRM (on-premise,
Saas, on-premise hosted, or hybrid) depending upon your business requirement
for example if you have resources to manage deployment on server you could go
for on-premise version otherwise you have an option of online but in Salesforce
you have only one option which is SaaS</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
3. Overall cost of Dynamics CRM is cost effective you could go for
on-premise or online but for salesforce its twice than Microsoft Dynamics CRM
online edition and if you need to do more customization you have to go for
enterprise edition which is very costly and you have to learn a new language
called Apex to add any new feature in it.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
4. We could configure almost everything in Dynamics CRM like
workflows, role-base views, filed level security its SDK is very powerful we
could integrate any application with the help of web services. But Salesforce
is not highly configurable.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
5. CRM 2013 or CRM 2011 (rollup 12) has built in Yammer, Skype
and Bing Maps integration. And upcoming rollup also has cross browser
capabilities. </div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
Depending upon the above criteria I suggest my client to go
for Dynamics CRM because it is cost effective and if he wants to automate the
overall process and uses its custom feature. </div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
I hope it helps someone :) </div>
<div class="MsoNormal">
<br /></div>
</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com1tag:blogger.com,1999:blog-7643726382412896664.post-755330652721270742012-12-27T00:46:00.000-08:002012-12-27T00:47:59.826-08:00How to manage queues in CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">
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<br />
<h2 class="MsoNormal" style="line-height: normal; margin-bottom: 0.0001pt; text-align: left;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">How to manage queues in CRM 2011</span></h2>
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<br /></div>
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<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">Microsoft CRM 2011 has a great
option of queues and using queues we could assign any custom entity to queues.
Not only custom entities but also built-in entities like lead activities cases
etc.</span><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">In any organization if any user
has to interact with multiple entities at the same time then we can use queue
feature to organizing items more effectively.</span><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">For example in my last project we
have to handle admission system. For this purpose we have used queues. <br /> </span></div>
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<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">The
process for application submission is as follow</span><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"><br />
</span><span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";"><br />
1. Any receptionist will receive the application and submit it
to admission office for further process.</span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgKcEk6bOJCTBPF0OOPIxrR9dVdTbR0yIm8lqyBBdzc8-QVmi3A0G4wA8NlY35nRTLhS3ZsEZs4SvXMCNeXNiJZ_GoXRYRcmS3DOr5J6MZNyd47dmQZAjJqZutUBiBDyG3DP5KNyk_riJ0/s1600/Admission+workflow.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="330" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgKcEk6bOJCTBPF0OOPIxrR9dVdTbR0yIm8lqyBBdzc8-QVmi3A0G4wA8NlY35nRTLhS3ZsEZs4SvXMCNeXNiJZ_GoXRYRcmS3DOr5J6MZNyd47dmQZAjJqZutUBiBDyG3DP5KNyk_riJ0/s400/Admission+workflow.jpg" width="400" /></a></div>
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<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman"; mso-no-proof: yes;"><br /></span><span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";"></span></div>
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<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">
2. Receptionist receives a call from anywhere and his responsibility is to
generate lead.</span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">Receptionist gets interact with
two entities.</span></div>
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">1. Admission form</span><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"> </span><br />
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">2. Lead</span><br />
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"> </span>
<br />
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">If enrolled person get qualified
admission department send him a letter and when student submit his fee
admission department will enrolled the student.</span><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">In the above scenario multiple
users has to work on a same entity.</span></div>
<br />
<br />
<h2 class="MsoNormal" style="line-height: normal; margin-bottom: 0.0001pt; text-align: left;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">Enabling Queues for Lead
(Built-in Entities)</span></h2>
<h2 class="MsoNormal" style="line-height: normal; margin-bottom: 0.0001pt; text-align: left;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";"> </span></h2>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgX5FbOq7JPCbadyrBRG5NrgsudP6RDuuW1Y77utnSsdLIB0E5N4rV_k1qdhgcBetYDvf3m_F6SP2eqLCeMRT0oqgVIuK-AAOWbEP21P3n1xxEeleiuPx5h_OMxajIh98IzpsDofvXFdCo/s1600/lead_queue.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="262" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgX5FbOq7JPCbadyrBRG5NrgsudP6RDuuW1Y77utnSsdLIB0E5N4rV_k1qdhgcBetYDvf3m_F6SP2eqLCeMRT0oqgVIuK-AAOWbEP21P3n1xxEeleiuPx5h_OMxajIh98IzpsDofvXFdCo/s400/lead_queue.png" width="400" /></a></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman"; mso-no-proof: yes;"><br /></span><span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";"></span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Check the Queues box.
And if you want to automatically move records to the owner’s default queue when
record is created check the other check box too.</span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Note: Once queues
enabled we cannot reverse it status. </span></div>
<h2 class="MsoNormal" style="line-height: normal; margin-bottom: 0.0001pt; text-align: left;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Enabling Queues for
Custom entities</span></h2>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">As we discuss above
we could unable queues for custom entities to.</span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-no-proof: yes;"><br /></span><span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnAwp8_H3Vkp5KPCiZNhjzZBa-OA03_T7m2k2jRkbPt41W9epquL8JGAIGr5LLVmJGekWQ3v2ItRzqVpnp-UshF1BUQtUVKCdFy8nPwF4ps1ZcAH67_wYBZtK099-yhDJTJkg9VqXz158/s1600/employee_queue.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="262" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnAwp8_H3Vkp5KPCiZNhjzZBa-OA03_T7m2k2jRkbPt41W9epquL8JGAIGr5LLVmJGekWQ3v2ItRzqVpnp-UshF1BUQtUVKCdFy8nPwF4ps1ZcAH67_wYBZtK099-yhDJTJkg9VqXz158/s400/employee_queue.png" width="400" /></a></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Check the queues
check box and save the entity now queues is enabled on employee entity.</span></div>
<h2 style="text-align: left;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Default Queues</span></h2>
<h2>
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"></span></h2>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Default queues are
automatically generated for user’s teams and business units</span><span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">. All of these can also be used for managing user rights. Here is a list of default queues items</span></div>
<ol>
<li>Activity</li>
<li>Appointment</li>
<li>Campaign</li>
<li>Activity</li>
<li>Campaign response</li>
<li>Case</li>
<li>Email</li>
<li>Fax</li>
<li>Lead</li>
<li>Letter</li>
<li>Phone call</li>
<li>Quick campaign</li>
<li>Recurring appointment</li>
<li>Service Activity</li>
<li>Task</li>
<li>User</li>
<li>Team</li>
</ol>
<h2 class="MsoNormal" style="line-height: normal; margin-bottom: 0.0001pt; text-align: left;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">Settings Views for Queues </span></h2>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<br /></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">We could set views for the queues
to make our work easier.</span></div>
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">Currently I want to see only
leads that are assigned to me or I am the owner of the lead.<br style="mso-special-character: line-break;" />
</span><br />
1. Go to Queues item and click on New. </div>
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2. Give the Name of the view (Leads) I am working On<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6j7ySdwDsjMSywQjKrDw4VZaUHXR5MjyJWvrasCqyiM4BTiuIi_FaQaJtWgJ1xEAqhqwDVV9i-YHZM_Ft51uU1uutA2SoFBfICJP-c89Ha7_q8XFQgp3BGFRR4D5d5RsU6xr1wVMI4rU/s1600/queue+Item+creation+2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="281" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6j7ySdwDsjMSywQjKrDw4VZaUHXR5MjyJWvrasCqyiM4BTiuIi_FaQaJtWgJ1xEAqhqwDVV9i-YHZM_Ft51uU1uutA2SoFBfICJP-c89Ha7_q8XFQgp3BGFRR4D5d5RsU6xr1wVMI4rU/s400/queue+Item+creation+2.png" width="400" /></a></div>
2. Click on Edit Filter Criteria. <br />
<div class="separator" style="clear: both; text-align: center;">
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3. Give your criteria as below<br />
<div class="separator" style="clear: both; text-align: center;">
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4. Select your columns and click on Save and Close<br />
<div class="separator" style="clear: both; text-align: center;">
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5. Now you can see the View (Leads) I am working On and all the leads that required some action.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1-DfTHwtkXaaMWdPG3M5sPxfq4Zl1aoF9ZqtqBx65VBQhn_8IY2erjJTgJLBGr8BxaPkmrU1KYoik0ixdf5AKQ6pO2TY2O75j0_0itilUG9CNUDnbO0ho258kPT227RTwV46c6bWxuvQ/s1600/queue+Item+creation+6.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="40" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1-DfTHwtkXaaMWdPG3M5sPxfq4Zl1aoF9ZqtqBx65VBQhn_8IY2erjJTgJLBGr8BxaPkmrU1KYoik0ixdf5AKQ6pO2TY2O75j0_0itilUG9CNUDnbO0ho258kPT227RTwV46c6bWxuvQ/s400/queue+Item+creation+6.png" width="400" /></a></div>
<br />
<div class="separator" style="clear: both; text-align: center;">
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<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<span style="font-size: 12.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";"> </span></div>
Hope it will helps some one. :)
<br />
<div class="MsoNormal" style="line-height: normal; margin-bottom: .0001pt; margin-bottom: 0in; mso-margin-top-alt: auto;">
<br /></div>
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Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com1tag:blogger.com,1999:blog-7643726382412896664.post-30711395198837970792012-11-26T02:55:00.000-08:002012-11-26T02:56:35.342-08:00Calculate Mileage in CRM 2011 using Google API<div dir="ltr" style="text-align: left;" trbidi="on">
Some companies are using Mileage functionality to give there employees Travel allowance. To automate this process we can use Google API to Get the distance and give allowance to there employee. <br />
Google Map API requires two fields Origin, Destination and it gives us its complete detail i.e. Correct address, Distance etc. But for now we only need distance to give our employee Travel allowance depending upon the distance that they travels. It is really helpful in any Marketing Company or any other company that gives Travel allowance to its employees.<br />
<br />
Prerequisites for Integration between CRM 2011 and Google Map Api<br />
<br />
1. CRM 2011<br />
2. Google Map API Script File (<a href="https://maps.googleapis.com/maps/api/js?v=3.exp&sensor=false" target="_blank">Download</a>)<br />
<br />
Note: This code works on Zip code. Enter the Origin, Destination and then Cost per mile.<br />
<br />
Here is the complete code you only need to change the Bold lines (Schema Names)<br />
<br />
<br />
<pre style="background-image: URL(https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmm9wFwvdvksYUlYlxCgg-4OCK9UBHa5DztKXuO_EV0SiMZFTgZjKrgLmjZ0MQtdtgPtPWedeL3sRhOypmht3KiwGcCo3Vaw9uZjRP3TsYz_L1wj5ODE_rkWWqqIhgMIbADQuZ-yxb-hW-/s320/codebg.gif); background: #f0f0f0; border: 1px dashed #CCCCCC; color: black; font-family: arial; font-size: 12px; height: auto; line-height: 20px; overflow: auto; padding: 0px; text-align: left; width: 99%;"><code style="color: black; word-wrap: normal;"> function calculateCost()
{
<b> var distance = Xrm.Page.data.entity.attributes.get("new_distance").getValue();
var costpermile = Xrm.Page.data.entity.attributes.get("new_costpermile").getValue();</b>
var totalCost = distance * costpermile;
<b> var Name = Xrm.Page.data.entity.attributes.get("new_totalcost"); </b>
Name.setValue(totalCost);
}
function GetMilesFromZipcodes()
{
//Please pass your origin and destination values here.
<b>var origin1 = Xrm.Page.data.entity.attributes.get("new_origin").getValue();</b>
<b>var destinationA = Xrm.Page.data.entity.attributes.get("new_destination").getValue();</b> </code>
<code style="color: black; word-wrap: normal;"><code style="color: black; word-wrap: normal;"> <b>var distance = Xrm.Page.data.entity.attributes.get("new_distance");</b></code>
var service = new google.maps.DistanceMatrixService();
service.getDistanceMatrix(
{
origins: [origin1],
destinations: [destinationA],
travelMode: google.maps.TravelMode.DRIVING,
avoidHighways: false,
avoidTolls: false
}, callback);
function callback(response, status) {
if (status == google.maps.DistanceMatrixStatus.OK) {
var origins = response.originAddresses;
var destinations = response.destinationAddresses;
for (var i = 0; i < origins.length; i++) {
var results = response.rows[i].elements;
for (var j = 0; j < results.length; j++) {
var element = results[j];
var distance = element.distance.value;
//Convert KM to Miles
var distance1 = (distance * 0.621371)/1000;
distance.setValue(distance1);
var duration = element.duration.text;
var from = origins[i];
var to = destinations[j];
}
}
}
}
}
window.google = window.google || {};
google.maps = google.maps || {};
(function() {
function getScript(src) {
document.write('<' + 'script src="' + src + '"' +
' type="text/javascript"><' + '/script>');
}
var modules = google.maps.modules = {};
google.maps.__gjsload__ = function(name, text) {
modules[name] = text;
};
google.maps.Load = function(apiLoad) {
delete google.maps.Load;
apiLoad([0.009999999776482582,[[["https://mts0.googleapis.com/vt?lyrs=m@199000000\u0026src=api\u0026hl=en-US\u0026","https://mts1.googleapis.com/vt?lyrs=m@199000000\u0026src=api\u0026hl=en-US\u0026"],null,null,null,null,"m@199000000"],[["https://khms0.googleapis.com/kh?v=121\u0026hl=en-US\u0026","https://khms1.googleapis.com/kh?v=121\u0026hl=en-US\u0026"],null,null,null,1,"121"],[["https://mts0.googleapis.com/vt?lyrs=h@199000000\u0026src=api\u0026hl=en-US\u0026","https://mts1.googleapis.com/vt?lyrs=h@199000000\u0026src=api\u0026hl=en-US\u0026"],null,null,"imgtp=png32\u0026",null,"h@199000000"],[["https://mts0.googleapis.com/vt?lyrs=t@129,r@199000000\u0026src=api\u0026hl=en-US\u0026","https://mts1.googleapis.com/vt?lyrs=t@129,r@199000000\u0026src=api\u0026hl=en-US\u0026"],null,null,null,null,"t@129,r@199000000"],null,[[null,0,7,7,[[[330000000,1246050000],[386200000,1293600000]],[[366500000,1297000000],[386200000,1314843700]]],["https://mt0.gmaptiles.co.kr/mt?v=kr1.17\u0026hl=en-US\u0026","https://mt1.gmaptiles.co.kr/mt?v=kr1.17\u0026hl=en-US\u0026"]],[null,0,8,8,[[[330000000,1246050000],[386200000,1279600000]],[[345000000,1279600000],[386200000,1286700000]],[[354690000,1286700000],[386200000,1314843700]]],["https://mt0.gmaptiles.co.kr/mt?v=kr1.17\u0026hl=en-US\u0026","https://mt1.gmaptiles.co.kr/mt?v=kr1.17\u0026hl=en-US\u0026"]],[null,0,9,9,[[[330000000,1246050000],[386200000,1279600000]],[[340000000,1279600000],[386200000,1286700000]],[[348900000,1286700000],[386200000,1302000000]],[[368300000,1302000000],[386200000,1314843700]]],["https://mt0.gmaptiles.co.kr/mt?v=kr1.17\u0026hl=en-US\u0026","https://mt1.gmaptiles.co.kr/mt?v=kr1.17\u0026hl=en-US\u0026"]],[null,0,10,19,[[[329890840,1246055600],[386930130,1284960940]],[[344646740,1284960940],[386930130,1288476560]],[[350277470,1288476560],[386930130,1310531620]],[[370277730,1310531620],[386930130,1314843700]]],["https://mt0.gmaptiles.co.kr/mt?v=kr1.17\u0026hl=en-US\u0026","https://mt1.gmaptiles.co.kr/mt?v=kr1.17\u0026hl=en-US\u0026"]],[null,3,7,7,[[[330000000,1246050000],[386200000,1293600000]],[[366500000,1297000000],[386200000,1314843700]]],["https://mt0.gmaptiles.co.kr/mt?v=kr1p.17\u0026hl=en-US\u0026","https://mt1.gmaptiles.co.kr/mt?v=kr1p.17\u0026hl=en-US\u0026"]],[null,3,8,8,[[[330000000,1246050000],[386200000,1279600000]],[[345000000,1279600000],[386200000,1286700000]],[[354690000,1286700000],[386200000,1314843700]]],["https://mt0.gmaptiles.co.kr/mt?v=kr1p.17\u0026hl=en-US\u0026","https://mt1.gmaptiles.co.kr/mt?v=kr1p.17\u0026hl=en-US\u0026"]],[null,3,9,9,[[[330000000,1246050000],[386200000,1279600000]],[[340000000,1279600000],[386200000,1286700000]],[[348900000,1286700000],[386200000,1302000000]],[[368300000,1302000000],[386200000,1314843700]]],["https://mt0.gmaptiles.co.kr/mt?v=kr1p.17\u0026hl=en-US\u0026","https://mt1.gmaptiles.co.kr/mt?v=kr1p.17\u0026hl=en-US\u0026"]],[null,3,10,null,[[[329890840,1246055600],[386930130,1284960940]],[[344646740,1284960940],[386930130,1288476560]],[[350277470,1288476560],[386930130,1310531620]],[[370277730,1310531620],[386930130,1314843700]]],["https://mt0.gmaptiles.co.kr/mt?v=kr1p.17\u0026hl=en-US\u0026","https://mt1.gmaptiles.co.kr/mt?v=kr1p.17\u0026hl=en-US\u0026"]]],[["https://cbks0.googleapis.com/cbk?","https://cbks1.googleapis.com/cbk?"]],[["https://khms0.googleapis.com/kh?v=66\u0026hl=en-US\u0026","https://khms1.googleapis.com/kh?v=66\u0026hl=en-US\u0026"],null,null,null,null,"66"],[["https://mts0.googleapis.com/mapslt?hl=en-US\u0026","https://mts1.googleapis.com/mapslt?hl=en-US\u0026"]],[["https://mts0.googleapis.com/mapslt/ft?hl=en-US\u0026","https://mts1.googleapis.com/mapslt/ft?hl=en-US\u0026"]],[["https://mts0.googleapis.com/vt?hl=en-US\u0026","https://mts1.googleapis.com/vt?hl=en-US\u0026"]]],["en-US","US",null,0,null,null,"https://maps.gstatic.com/mapfiles/","https://csi.gstatic.com","https://maps.googleapis.com","https://maps.googleapis.com"],["https://maps.gstatic.com/intl/en_us/mapfiles/api-3/11/0","3.11.0"],[3613555064],1.0,null,null,null,null,0,"",null,null,1,"https://khms.googleapis.com/mz?v=121\u0026",null,"https://earthbuilder.google.com","https://earthbuilder.googleapis.com"], loadScriptTime);
};
var loadScriptTime = (new Date).getTime();
getScript("https://maps.gstatic.com/intl/en_us/mapfiles/api-3/11/0/main.js");
})();
</code></pre>
<br />
Screen Shot<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxDmxkw2EvUGrHdPcomnR5z6U_SuziFPyQ-8w5YngdqgB-aTDU3Je9yVz5PCviOx-HTteV3SxWtUefSZYSF18J2u2njBzg1qTxjqyDChnOqzLh5XZS1LRsaUyV_D6HJtc_SfSL_bAKIa0/s1600/mainScreen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="307" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxDmxkw2EvUGrHdPcomnR5z6U_SuziFPyQ-8w5YngdqgB-aTDU3Je9yVz5PCviOx-HTteV3SxWtUefSZYSF18J2u2njBzg1qTxjqyDChnOqzLh5XZS1LRsaUyV_D6HJtc_SfSL_bAKIa0/s400/mainScreen.png" width="400" /></a></div>
<br />
<br />
<br /></div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com1tag:blogger.com,1999:blog-7643726382412896664.post-66959229964385933582012-10-09T23:55:00.000-07:002012-10-10T01:12:11.469-07:00Converting a Managed solution into a unmanaged solution<div dir="ltr" style="text-align: left;" trbidi="on">
Today i am just reading the forum and found a good discussion and want to share with you.<br /><a href="http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/84d1ca8a-59f1-4c66-8214-ebc5cc2c82e1" target="_blank">Post Link</a><br /><br />As we know that we cant make changes in Managed solution but some times we need to customize the solution. Please follow these steps<br />
<br />
1. Extract the Solution Zip file.<br />
2. Open
<b>solution.xml</b> file in notepad application. Search for <b>Managed Tag</b> (E.g.:<b> <Managed>1</Managed></b>), Now
<b>change the value from 1 to 0</b>.<br />
3.Zip the files again
and import it. <br />
<br />
That’s it The Solution is changed to Unmanaged. This can
be imported and customized as per the need.</div>
Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com2tag:blogger.com,1999:blog-7643726382412896664.post-41637464148926192362012-07-31T02:25:00.005-07:002012-07-31T02:27:20.532-07:00Xrm.Utility Reference Microsoft Dynamics CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">
<h2 style="text-align: left;">
New Xrm.Utility Functions in Update Rollup 8 for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online</h2>
<div class="post-name" style="text-align: left;">
Microsoft has introduce a new <a href="http://blogs.msdn.com/b/crm/archive/2012/07/18/new-xrm-utility-functions-in-update-rollup-8-for-microsoft-dynamics-crm-2011-and-microsoft-dynamics-crm-online.aspx#openEntityForm" target="_blank">Xrm reference</a>. These functions are available in every application page that supports script. <br />
The functions are below<br />
</div>
<div align="left" dir="ltr">
<table border="1" cellpadding="0" cellspacing="0" class="MsoTableGrid" style="border-collapse: collapse; border: none; mso-border-alt: solid windowtext .5pt; mso-padding-alt: 0cm 5.4pt 0cm 5.4pt; mso-yfti-tbllook: 1184;">
<tbody>
<tr style="mso-yfti-firstrow: yes; mso-yfti-irow: 0;">
<td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt; width: 231.05pt;" valign="top" width="385"><div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm; text-align: left; unicode-bidi: embed;">
Function</div>
</td>
<td style="border-left: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt; width: 231.05pt;" valign="top" width="385"><div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm; text-align: left; unicode-bidi: embed;">
Description</div>
</td>
</tr>
<tr style="height: 17.05pt; mso-yfti-irow: 1;">
<td style="border-top: none; border: solid windowtext 1.0pt; height: 17.05pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt; width: 231.05pt;" valign="top" width="385"><div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm; text-align: left; unicode-bidi: embed;">
openEntityForm</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; height: 17.05pt; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt; width: 231.05pt;" valign="top" width="385"><div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm; text-align: left; unicode-bidi: embed;">
Opens an
entity form</div>
</td>
</tr>
<tr style="mso-yfti-irow: 2; mso-yfti-lastrow: yes;">
<td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt; width: 231.05pt;" valign="top" width="385"><div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm; text-align: left; unicode-bidi: embed;">
openWebResource</div>
</td>
<td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt; width: 231.05pt;" valign="top" width="385"><div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; margin-bottom: .0001pt; margin-bottom: 0cm; text-align: left; unicode-bidi: embed;">
Opens an
HTML web resource.</div>
</td>
</tr>
</tbody></table>
</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<br /></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<span style="font-size: 15pt; line-height: 115%;">1. openEnityForm</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Use to open an entity.</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<br /></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Syntax</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Xrm.Utility.openEntityForm(name,id,parameters)</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<br /></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Examples:<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Open a new account record<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Xrm.Utility.openEntityForm("account");<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Open an existing account record<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Xrm.Utility.openEntityForm("account","A85C0252-DF8B-E111-997C-00155D8A8410");<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Open a new account record with a specific form and setting default
values<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
var parameters = {};</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
parameters["formid"] =
"b053a39a-041a-4356-acef-ddf00182762b";</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
parameters["name"] = "Test";</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
parameters["telephone1"] = "(425) 555-1234";</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Xrm.Utility.openEntityForm("account", null, parameters);<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Open a new contact record, move it to the top left corner of the screen,
and set the size of the window<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Note<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
You cannot use window object methods such as moveTo or resizeTo in
scripts that will run in Microsoft Dynamics CRM for Microsoft Office Outlook.<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
var newWindow = Xrm.Utility.openEntityForm("contact");</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
newWindow.moveTo(0,0);</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
newWindow.resizeTo(800,600);</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<br /></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<span style="font-size: 15pt; line-height: 115%;">2. openWebResource</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<br /></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Opens an HTML web resource.</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<br />
Syntax</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Xrm.Utility.openWebResource(webResourceName,webResourceData,width,
height)</div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<br /></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; text-align: left; unicode-bidi: embed;">
Examples:<span dir="RTL" lang="ER" style="font-family: "Arial","sans-serif";"></span></div>
<div class="MsoListParagraph" dir="LTR" style="direction: ltr; line-height: normal; margin-left: 36.0pt; margin-right: 0cm; mso-add-space: auto; mso-list: l0 level1 lfo1; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; text-indent: -18.0pt; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">1.<span style="font: 7pt "Times New Roman";"> </span></span><span dir="LTR"></span><span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Open an HTML
web resource named “new_webResource.htm”:</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; text-indent: 36.0pt; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Xrm.Utility.openWebResource("new_webResource.htm");</span></div>
<div class="MsoListParagraph" dir="LTR" style="direction: ltr; line-height: normal; margin-left: 36.0pt; margin-right: 0cm; mso-add-space: auto; mso-list: l0 level1 lfo1; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; text-indent: -18.0pt; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">2.<span style="font: 7pt "Times New Roman";"> </span></span><span dir="LTR"></span><span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Open an HTML
web resource including a single item of data for the data parameter”</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; text-indent: 36.0pt; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Xrm.Utility.openWebResource("new_webResource.htm","dataItemValue");</span></div>
<div class="MsoListParagraph" dir="LTR" style="direction: ltr; line-height: normal; margin-left: 36.0pt; margin-right: 0cm; mso-add-space: auto; mso-list: l0 level1 lfo1; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; text-indent: -18.0pt; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">3.<span style="font: 7pt "Times New Roman";"> </span></span><span dir="LTR"></span><span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Open an HTML
web resource passing multiple values through the data parameter</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; margin-left: 36.0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">var
customParameters = encodeURIComponent("first=First Value&second=Second
Value&third=Third Value");</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; margin-left: 36.0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Xrm.Utility.openWebResource("new_webResource.htm",customParameters);</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; margin-left: 36.0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; unicode-bidi: embed;">
<br /></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Note</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">These values have to be extracted
from the value of the data parameter in the HTML web resource. For more
information, see Sample: Pass Multiple Values to a Web Resource Through the
Data Parameter.</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Open an HTML web resource with the
parameters expected by HTML web resources:</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Xrm.Utility.openWebResource("new_webResource.htm?typename=account&userlcid=1033");</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Open an HTML web resource, setting
the height and width:</span></div>
<div class="MsoNormal" dir="LTR" style="direction: ltr; line-height: normal; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: left; unicode-bidi: embed;">
<span style="font-family: "Times New Roman","serif"; font-size: 12pt;">Xrm.Utility.openWebResource("new_webResource.htm",
null, 300,300);</span></div>
<div class="MsoNormal" dir="RTL">
<br /></div>
<div class="post-name" style="text-align: left;">
<br /></div>
</div>Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com1tag:blogger.com,1999:blog-7643726382412896664.post-31204158783941159802012-07-26T00:12:00.000-07:002012-07-26T01:57:41.877-07:00Change the sitemap content programmatically in CRM 2011 (MSCRM)<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="text-align: left;">
We can change the content of the sitemap by using the CRM 2011 Webservice.<br />To accomplish this follow these steps</div>
<h4 style="text-align: left;">
Step 1: Retrieve the sitemap</h4>
<div style="text-align: left;">
<br />
<br />
QueryExpression query = new QueryExpression();<br />
query.EntityName = "sitemap";<br />
query.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet(true);<br />
<br />
EntityCollection col = _service.RetrieveMultiple(query);<br />
<br />
Entity sitemap = null;<br />
if (col != null && col.Entities.Count > 0)<br />
sitemap = col.Entities[0];<br />
<br /></div>
<h4 style="text-align: left;">
Step 2: Parse the sitemap entity to an XDocument object</h4>
<div style="text-align: left;">
<br />
<br />
<br />
string sitemapcontent = sitemap["sitemapxml"].ToString();<br />
XDocument sitemapxml = XDocument.Parse(sitemapcontent);<br />
<br />
<br />
You can now change the sitemap by modifying the sitemapxml object. After you made your changes, it's time to save these changes.</div>
<h4 style="text-align: left;">
Step 3: Update the sitemap</h4>
<div style="text-align: left;">
<br />
sitemap["sitemapxml"] = sitemapxml.ToString();<br />
_service.Update(sitemap);<br />
<br /></div>
<h4 style="text-align: left;">
Step 4: Publish the sitemap</h4>
<div style="text-align: left;">
Now you need to publish the sitemap.<br />
<br />
<br />
PublishXmlRequest request = new PublishXmlRequest();<br />
request.ParameterXml = "<importexportxml><sitemaps><sitemap></sitemap></sitemaps></importexportxml>";<br />
_service.Execute(request);<br />
<br />
Helpful links<br />
<a href="http://msdn.microsoft.com/en-us/library/gg309259.aspx">http://msdn.microsoft.com/en-us/library/gg309259.aspx</a></div>
</div>Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com1tag:blogger.com,1999:blog-7643726382412896664.post-61205842392230009712012-07-25T03:29:00.004-07:002012-07-25T03:29:53.863-07:00how to edit expired contract in crm 2011<div dir="ltr" style="text-align: left;" trbidi="on">
There is an unsupported method to do this you can do in database table ..contractbasetable and update the statecode and status code column to make it draft again..<br /><br />
(this is unsupported way also test the SQL Update on Dev/Test Environment before running on actual Live Environment)<br /><br />
<br />
update ContractBase<br />set StateCode = 0,<br />StatusCode = 1<br />where <br />ContractId = <<YOUR Contract ID>><br /><br />Run the above query and when you open your record in crm 2011 it will be draft update the contract and save it.<br /><br />Thanks and regards</div>Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com0tag:blogger.com,1999:blog-7643726382412896664.post-46420336878223743862012-07-25T03:15:00.000-07:002012-07-25T03:17:39.119-07:00How to add more options in statuscode<div dir="ltr" style="text-align: left;" trbidi="on">
<div dir="ltr" style="text-align: left;" trbidi="on">
Today i am going to tell you an unsupported option to customize statuscode attribute on appointment entity, there's one way you can do it
for on-premise setup but because this is the unsupported modifications
to the CRM system, I cannot guarantee for any issues due to that
modification since I've never done
that during any of my development and you may try it with your own
risk.<br />
<br />
First, you have to modify the statuscode attribute of the
Appointment entity to editable by running the following SQL script on
your organization database.<br />
<br />
<pre class="lang-sql prettyprint"><span class="kwd">UPDATE</span><span class="pln"> MetadataSchema</span><span class="pun">.</span><span class="pln">Attribute </span><span class="kwd">SET</span><span class="pln"> Locked </span><span class="pun">=</span><span class="pln"> </span><span class="lit">0</span><span class="pln">
</span><span class="kwd">WHERE</span><span class="pln"> EntityId </span><span class="kwd">IN</span><span class="pln"> </span><span class="pun">(</span><span class="kwd">SELECT</span><span class="pln"> Entityid </span><span class="kwd">FROM</span><span class="pln"> Entity </span><span class="kwd">WHERE</span><span class="pln"> logicalname</span></pre>
<pre class="lang-sql prettyprint"><span class="kwd">IN</span><span class="pln"> </span><span class="pun">(</span><span class="str">'Appointment'</span><span class="pun">))</span><span class="pln"> </span></pre>
<pre class="lang-sql prettyprint"><span class="kwd">AND</span><span class="pln"> LogicalName </span><span class="pun">=</span><span class="pln"> </span><span class="str">'statuscode'</span></pre>
<pre class="lang-sql prettyprint"><span class="str"> </span></pre>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgVkI5PZk8RZM1JFkeSyHwjjrEKD3O-cTHC0iBGSQhwgE6FbM1pvbLHjdwSsvOnT27pN3j-9gLIWE6Alg7giHgzoNF_Z19tkazFqtJH2LGVvnURuPUpu23rc_PAGL-1-QbKTEXZhOkjyWw/s1600/117565.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="257" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgVkI5PZk8RZM1JFkeSyHwjjrEKD3O-cTHC0iBGSQhwgE6FbM1pvbLHjdwSsvOnT27pN3j-9gLIWE6Alg7giHgzoNF_Z19tkazFqtJH2LGVvnURuPUpu23rc_PAGL-1-QbKTEXZhOkjyWw/s400/117565.png" width="400" /> </a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
</div>
Then, open the statuscode attribute of the Appointment entity and add more options under Completed and Canceled status.
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuOd0LW6vSbNtiEhhPKS7Sj2O8Etx4-YTOlVTcgkHU40bCx5jMuOIsldAMA1-knLGIWWb3tNgtE9vAz5LZRJj1Zxqn9g2dN18PkWjq1IiEgflkUnLXACAgJCaCPVMdDAWXC9mD1QarOvo/s1600/117567.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="277" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuOd0LW6vSbNtiEhhPKS7Sj2O8Etx4-YTOlVTcgkHU40bCx5jMuOIsldAMA1-knLGIWWb3tNgtE9vAz5LZRJj1Zxqn9g2dN18PkWjq1IiEgflkUnLXACAgJCaCPVMdDAWXC9mD1QarOvo/s400/117567.png" width="400" /></a></div>
</div>Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com1tag:blogger.com,1999:blog-7643726382412896664.post-66083611911522262412012-07-25T02:52:00.003-07:002012-07-25T02:54:17.996-07:00Retrieve a lookup field value in a Silverlight page as a WebResource in CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">
<br />
To retrieve the values of a lookup field or any other field in a silverlight page, we need to follow two steps i.e<br />
1. Design the silverlight application to retrieve the lookup field value.<br />
And create a web resource of type silverlight and upload the .xap file.<br />
2. Create a webresource in the form customization area and pass the field name whose value is needed in the silverlight page as a parameter in the "custom parameter" area and point to the web resource created in the step 1.<br />
<br />
<br />
We need to modify the Application_startup method to captture the parameter passed from the CRM controls,<br />
Now in the Mainpage.xaml.cs we will get a hold on CRM object and retrieve the value of the parameter that we have passed as below,<br />
<br />
dynamic xrm = (ScriptObject)HtmlPage.Window.GetProperty("Xrm");<br />
<br />
var fieldName = Application.Current.Resources["InitParm_data"];<br />
<br />
// for getting primary contact lookup field<br />
<br />
var numAttr1 = xrm.Page.data.entity.attributes.get(fieldName).getValue()[0].id;<br />
<br />
In the same way we can retrieve different other fields.<br />
<br />
we can also set the crm field values from within the silverlight application as below,<br />
<br />
dynamic xrm = (ScriptObject)HtmlPage.Window.GetProperty("Xrm"); <br />
var numAttr = xrm.Page.data.entity.attributes.get("ser_noofusers");//ser_noofusers is a custom field numAttr.setValue(Math.Round(slider1.Value, 0));<br />
<br />
I hope it helps some one </div>Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com0tag:blogger.com,1999:blog-7643726382412896664.post-48186823824065074622012-06-26T13:11:00.001-07:002012-06-26T13:11:53.517-07:00CRMSvcUtil.exe parameter is incorrect<div dir="ltr" style="text-align: left;" trbidi="on">
Today i have got a strange message while creating early bind class code even i have entered correct parameters in command line.<br />error: Parameter is incorrect<br />I have use following command<br />
<pre style="-webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; color: black; font-family: Consolas, Courier, monospace; font-size: 13px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; margin: 0px; orphans: 2; overflow: auto; padding: 5px; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-break: break-all; word-spacing: 0px; word-wrap: break-word;">CrmSvcUtil.exe /url:https://myorg.crm.dynamics.com/XRMServices/2011/Organization.svc
/out:GeneratedCode.cs /username:"myname@live.com" /password:"myp@ssword!" </pre>
Which is correct.<br />
Then i got a solution and decided to share with you<br />go to the below location<br />C:\Users\Mubasher(your username)<br />
and delete the folder<br />LiveDeviceID<br />
<br />
Run the above command again.<br />I hope it helps you. Please share your experience in comments.<br />For more help on CrmSvcUtil.exe Extension Usage and Command-Line Parameters please check the following link<br /><a href="http://msdn.microsoft.com/en-us/library/gg695820.aspx">http://msdn.microsoft.com/en-us/library/gg695820.aspx</a></div>Anonymoushttp://www.blogger.com/profile/11335811874412820394noreply@blogger.com0