Tag Archives: CRM 2011

CRM 2011 Workflow Entity View records are not sorted alphabetically

I just recently come across customer reported CRM issue related workflow view displaying on demand workflow list random manner and not displaying them in alphabetically manner.

This issue mainly hits you if you got lots of workflow related to particular entity and while trying to run specific on demand workflow you will see lots of workflow in view and needs to manually sort the list to find your workflow.

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Well looking at issue it seemed really easy issue to fix, so just open relevant view and apply sort on name column and publish the changes BUT this view is called “On Demand Workflows” is not customizable and hence we have to do unsupported change to fix this issue. Following steps done to fix this issue using unsupported manner.

Step 1: first find existing view and view definition from the data base. So run following query for this.

select savedqueryid,name,fetchxml from savedquerybase where name like '%On Demand Workflows%' order by name

Please note down savedqueryid as we will be using this in next steps.

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Step 2: So following is the Original FetchXML definition for this view. As can be seen there is default sort order is not defined in this definition.

<fetch version="1.0" mapping="logical"><entity name="workflow"><attribute name="workflowid" /><attribute name="name" /><attribute name="createdon" /><attribute name="modifiedon" /><attribute name="statecode" /><attribute name="owningbusinessunit" /><attribute name="ownerid" /><filter type="and"><condition attribute="type" operator="eq" value="1" /><condition attribute="ondemand" operator="eq" value="true" /><condition attribute="statecode" operator="eq" value="1" /><condition attribute="category" operator="eq" value="0" /></filter></entity></fetch>

We will be Modifying above fetch xml with following to include sort order related to this. We refer highlighted change in fetchxml below for this.

<fetch version="1.0" mapping="logical"><entity name="workflow"><attribute name="workflowid" /><attribute name="name" /><attribute name="createdon" /><attribute name="modifiedon" /><attribute name="statecode" /><attribute name="owningbusinessunit" /><attribute name="ownerid" /><order attribute="name" descending="false" /><filter type="and"><condition attribute="type" operator="eq" value="1" /><condition attribute="ondemand" operator="eq" value="true" /><condition attribute="statecode" operator="eq" value="1" /><condition attribute="category" operator="eq" value="0" /></filter></entity></fetch>

Step 3: now update this specific view definition using SQL query against CRM database, please replace the SAVEDQUERYID with value noted down in step 1.

update savedquerybase
Set fetchxml ='<fetch version="1.0" mapping="logical"><entity name="workflow"><attribute name="workflowid" /><attribute name="name" /><attribute name="createdon" /><attribute name="modifiedon" /><attribute name="statecode" /><attribute name="owningbusinessunit" /><attribute name="ownerid" /><order attribute="name" descending="false" /><filter type="and"><condition attribute="type" operator="eq" value="1" /><condition attribute="ondemand" operator="eq" value="true" /><condition attribute="statecode" operator="eq" value="1" /><condition attribute="category" operator="eq" value="0" /></filter></entity></fetch>'
where name = 'On Demand Workflows'
and savedqueryid = 'SAVEDQUERYID';

After applying above changes log in to CRM and verify this view is displayed record correctly now.

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****Important Notes regarding above change****
above change is unsupported so make sure you apply this change to Dev, Test environment before applying this to Live environment. Also make sure you take back up of database before doing this
change.

Hope this helps…

Cheers,
MayankP:)

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CRM : Rescheduling the Update Contract States job

Update Contract States job is CRM 2011 (also for CRM 4.0) system job which runs daily and change the contract status based on contract start date and end date (i.e. change contract from Invoiced to active and from Active to expired).

One of customer’s CRM organization has this job running 10 PM at night and wanted to change this job on particular time (very early in the morning) to make sure contract status are up to date when users starts using CRM system.

There is job editor provided by MS to reschedule CRM system jobs but this does not include this specific job.

so following are steps we undertook with the help of CRM parter/MS support to reschedule this particular job in CRM system.

Step 1: run the following query to find the current Jobs in the relevant CRM organization. (note down the AsyncOperationid returned from this query as we will be using this in next step)

select AsyncOperationid,RecurrenceStartTime,postponeuntil,StatusCode, RecurrencePattern from AsyncOperation WHERE
Name = 'Update Contract States job'
and
StatusCode =10
and RecurrencePattern is not null

following quick details regarding important columns in this table.

RecurrencePattern is used to describe frequency and interval of the system jobs and please refer this article for more information on regarding this.

Postponeuntil is datetime field and indicate when this job will run next time. And it is UTC date meaning if this field contains “2012-10-23 09:08:00.000” and if your time zone is GMT + 1 then this job will run next time on “2012-10-23 10:08:00.000”

RecurrenceStartTime is also UTC datetime field which will be used to set next runtime of job, date part of this field is not important as long as it is set in the past.

Step 2: so using noted down AsyncOperationid in step 1 run following query to update recurrencestarttime, postponeuntil for this Update Contract States job .


update AsyncOperation set
RecurrenceStartTime = '2012-10-22 09:08:00.000',
postponeuntil = '2012-10-23 09:08:00.000'
WHERE AsyncOperationid = '5EB24ECB-60ED-4F59-801D-A6C19465C4D8'

So as per above update, this job will run at 9:08 AM (GMT time) in the morning every day.after job run if you verify the details then it would look as follows. So as you can see system will update postponeuntil (next run time) to next day (24th October) after this job run today (on 23th October).

****Important Notes regarding above change****
above change is unsupported so make sure you apply this change to Dev, Test environment before applying this to Live environment. Also make sure you take back up of database before doing this change.

Hope this helps..

Cheers,
MayankP:)

CRM 2011: Reassign or Transfer Personal Views

Recently come across scenario where one of CRM user left the company and that user owned specific views which need to be transfer to his replacement CRM users.

These views created by old user using CRM advanced find screen and hence they are personal view of that user and as per CRM security settings even system administrator can not able to view and transfer this views to new user.

So I decided use impersonation to resolve this issue and created small standalone application for the same.

This application is shared below.
CRM2011_ReAssignViews_EXE

Following is few more details regarding this application for the same.

Step 1: after downloading, CRM2011_ReAssignViews_EXE.zip and extract the files.

Step 2: after extracting run the CRM2011_ReAssignViews_EXE.exe from extracted files.

Step 3: provide CRM server name, relevant port number, organization name and provide relevant credential for the same and then click on “Retrieve List of User” button.

For further steps and information please refer to following screen print for the same.

Note: – Please note that both users needs to active in CRM to perform above actions.

Hope this helps..

Cheers,
MayankP:)

How to find records created on weekends or created on after working hours

Recently one of our customer asked how to find cases or emails created on Saturday/Sunday or cases created after normal working hours (i.e. after 18 PM?).

Of course this CRM system had email router which were creating those email and automatic case were created based on this.

I did try to so this using advanced find but it is not possible to get the desired result and try to do this using Excel features and it was really easy, following quick steps for the same using Excel.

Step 1: Export data to excel, so do advanced find on CRM (CRM 4.0 or CRM 2011) to retrieve relevant data and then export that to excel.

Step 2: once exported add new columns, let’s say those columns are called “DAY”, “Time HOUR” and “Time MIN”.

Step 3: put formula to retrieve values for those columns, as shown below. Please note that column G is created on date and based on this column G following formula are created. Please change column name as per your requirement.

COLUMN I (DAY) :

=IF(WEEKDAY(G2)=1,"SUNDAY",IF(WEEKDAY(G2)=2,"MONDAY",IF(WEEKDAY(G2)=3,"TUESDAY",IF(WEEKDAY(G2)=4,"WEDNESDAY",IF(WEEKDAY(G2)=5,"THURSDAY",IF(WEEKDAY(G2)=6,"FRIDAY",IF(WEEKDAY(G2)=7,"SATURDAY",)))))))

COLUMN J (Time Hour):
=HOUR(G2)
COLUMN K (Time Hour):
=MINUTE(G2)

Step 4: after apply this formula to all rows and you will get following result.

Step 5: you can apply standard excel filter to return only cases created on weekends (Saturday/Sunday) or cases created after 18 PM easily.

Hope this helps…

Cheers,
Mayank:)

CRM 2011 views: getting more than 5000 records

If you access any CRM views for example account page and if it got more the 5000 records you will see “5000+” as shown below.

You can update this limit by running following query again MSCRM_Config database, so IntColumn contains number of maximum records to be run for CRM. If you put value -1 it will retrieve all the records…


Update DeploymentProperties Set IntColumn=-1 Where ColumnName = 'TotalRecordCountLimit'

so IntColumn contains number of maximum records to be run for CRM. If you put value -1 it will retrieve all the records

****Important Notes regarding above change****:
1. Above change is unsupported so make sure you apply this change to Dev, Test environment before applying this to Live environment. Also make sure you take back up of database before doing this change
2. This change might impact performance as well since system will retrieve all the records.

There is another registry key called “TurnOffFetchThrottling” is also there which will allow you to retrieve more than 5000 records in CRM, refer following blog article for more information regarding the same.

http://www.interactivewebs.com/blog/index.php/server-tips/turn-off-microsoft-crm-2011-5000-limit-on-data-retrieval-via-sdk/

but above key is only when call is done in the external SDK (fetchXML) calls only, this will not change data retrieve to be display in Entity Grid, so for account grid will still display “5000+” after applied this registry key change and only above SQL script (i.e. unsupported) can change this behaviour.

Hope this helps..

Cheers,
MayankP:)

CRM 2011 Chart: Drill Down enable/disable

Recently we noticed few charts in CRM 2011 displays drill down while other does not display drill down for the same.

For example standard Sales Pipe line chart report does not display drill down, after little investigation found that chard is displaying drill down if field used to display data set as Searchable to YES (as shown in the screen print below)

So your chart will display drill down if axis displays a field which got value searchable set to Yes.

Hope this helps..

Cheers,
MayankP:)

CRM 2011 Email router Issue

Problem

Recently while publishing CRM 2011 email router on our CRM 2011 system we started seeing following error

#17174 – An error occurred while validating the e-mail message with subject “email subject” in mailbox “mailbox email”. Microsoft.Crm.Tools.Email.Providers.EmailException: E-mails for address “mailbox email”. in forward mailbox could not be processed as the e-mail address is not associated with any approved forward mailbox user or queue record in CRM.
at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.CheckForApprovedForwardMailboxUsersOrQueue(EmailMessage emailMessage)
at Microsoft.Crm.Tools.Email.Providers.ExchangePollingMailboxProvider.ValidateMessageInternal(EmailMessage emailMessage)
at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.ValidateMessage(EmailMessage emailMessage)
at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.Run()

Resolution

Step 1 -> Log in to CRM system and go to Settings.

Step 2 -> click business management and then Queues.

Step 3 -> select view called “Queues: Primary Email (Pending Approval)” , this will return relevant queues for which email address is not approved yet

Step 4: select all of them and hit Approval email button , this should resolve this issue.

Hope this helps

Regards,
MayankP 🙂