Tag Archives: Dynamics

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:)

Dynamics CRM 2011 update

As you aware CRM dynamics 2011 beta was released in September 2010, now following is link to register for global launch of Dynamics CRM 2011 on 20th January 2011.

http://crm.dynamics.com/2011launch/

Also Dynamics CRM 2011 Release Candidate (RC) is now available for download in the Microsoft Download Centre. Following is details for the same from Dynamics CRM Team Blog.

Microsoft Dynamics CRM 2011 Server Release Candidate

http://www.microsoft.com/downloads/details.aspx?FamilyID=c3f82c6f-c123-4e80-b9b2-ee422a16b91d
Available in English only

Microsoft Dynamics CRM 2011 for Microsoft Office Outlook
http://www.microsoft.com/downloads/details.aspx?FamilyID=22dc423a-7194-491e-a169-6ace16bfdd36
Available in 25 languages

Microsoft Dynamics CRM 2011 Language Pack
http://www.microsoft.com/downloads/details.aspx?FamilyID=db44c564-2338-407e-980a-c9c83ad37729Available in 41 languages

Microsoft Dynamics CRM 2011 E-mail Router
http://www.microsoft.com/downloads/details.aspx?FamilyID=a995f6ad-0099-42fd-9b22-cf7b3d40a2bf
Available in 25 languages

Microsoft Dynamics CRM 2011 Report Authoring Extension
http://www.microsoft.com/downloads/details.aspx?FamilyID=64a09b75-8376-4b9d-aea3-8a83a1837c4d
Available in 25 languages

Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010
http://www.microsoft.com/downloads/details.aspx?FamilyID=23c0f351-8694-4d92-9ddf-34a949aec6a7
Available in 41 languages

Cheers,
MayankP:)

Dynamics CRM 2011 Presentations

I have just come across really nice slide show presentation of CRM 2011 which is shared by Jukka Niiranen and thought of sharing with the community.

Following is link to two part presentation for the same.

Part 1

http://www.slideshare.net/jukkan/crm2011-walkthrough-part1

Part 2

http://www.slideshare.net/jukkan/microsoft-dynamics-crm-2011-walkthrough-part-2

Happy CRMing 🙂

Cheers,
MayankP

CRM Mail Merge Letter Printing Issues

Today we came across interesting problem regarding mail merge letter with regards to Dynamics CRM.

We were generating customer letter from Dynamics CRM Mail merge.

Our letter was four page letter and we had mail merge template setup and letter generated fine.

But while printing we wanted to print first page of company letter pad and other one on normal page. Well if you just print the mail merge generated letters then it consider the entire letter as one document and print them in just one print job.

So we used to get only first page of first letter on company letter page while others are printing normally which is not correct…

Well after much investigation (or should I say trial and error method) we found the solution and following steps to achieve the same..

1. Open Relevant word Document or Letter
2. Alt + F11 to open the Visual Basic Editor.
3. Module -> Insert Module
4. Copy following code and past in there…

Option Explicit
Sub PrintSectionsToSubDoc()
Dim i As Long
For i = 1 To ActiveDocument.Sections.Count
ActiveDocument.PrintOut Range:=wdPrintFromTo, From:="s" & i, To:="s" & i
Next i
End Sub

5. Close the Visual Basic Editor

6. Go to View -> Macros (or Tool-> Macro -> Macros for Office 2K3 ) and double click PrintSectionsToSubDoc()

Cheers,
Mayank 🙂

CRM 4.0 Security Privileges

Recently we started getting following error on one of our CRM environment.

Server was unable to process request.
0x80040220
SecLib::CrmCheckPrivilege failed. Returned hr = -2147220960 on UserId: 6e7d3c02-b2c2-df11-a8e6-78e7d1e8d0ae and PrivilegeId: cb4b339f-2b45-447e-bdd3-0bf4bbebc294
Platform

Well this does say it security issue but still does not say which entity it is failing for..Well you can easily track this down using following query. (I.e. replace relevant privilege id as per your requirement)

select name from FilteredPrivilege
where privilegeid = 'cb4b339f-2b45-447e-bdd3-0bf4bbebc294'

As in example it shows user does not have permission to update relevant leads, we given lead update permission to relevant users and that fixed the issue!!

While looking for solution on this problem I also found few CRM Security Reports displaying all role privileges, including hidden privileges.

Cheers,
MayankP:)

Dynamics CRM 2011: First look

Apparently Dynamics CRM 2011 beta is release today http://blogs.msdn.com/b/crm/archive/2010/09/09/microsoft-dynamics-crm-2011-global-beta-released.aspx

I had attended XRM Virtual User Group meeting regarding “your first interactive look at CRM 2011” by Eric Boocock (Senior Technical Product manager at Microsoft) earlier this week.

There are lots of existing feature in this new version of CRM, following is few brief highlights regarding the same…

1. Smooth Outlook Integration
 Ribbon UI (similar to office 2007)
 Enhanced CRM preview of any record
 Multitenant nature of outlook client (one outlook can be connect to more then one CRM organization but only one deployment will be synchronization client )
 Condition formatting (for e.g. give red colour to account if annual revenue is greater than 2M£)

2.Tab browsing for view
 This way user to browse through multiple view at the same time
 Inline visualization (create different analytical charts easily)
 Personalization of view, Remove or add any specific fields or set default view from the list of available view for any records

3.Web Client
 Again Ribbon UI (similar to office 2007)
 Filter functionality (similar to excel) on Views
 Flat UI (no longer tab based browsing on CRM Form) and you can collapsed different sections to browser easier to go to relevant data.
 Header and footer section on each CRM form.
 Ability to view recently visited pages (similar to office products)

4.Customization
 Can be done directly from any record (of course need System Admin rights for the same)
 One entity can have multiple form and can be assigned or accessed based on security role
 More formatting option for each field/sections
 Easy to add menu items on navigation pane from form designer
 Easy to add associated views (or records) from related entity to current entity form
 Inbuilt auditing functionality

5.Integration
 Easy way to integrated external applications, websites
 Easy to integrate with SharePoint
 Easy way to build & deployment solutions (i.e. customization) from one deployment to another deployment.

Full recording for our First Interactive Look at CRM 2011 is here:
http://www.screencast.com/users/coloradojules/folders/Default/media/094c821f-c71f-448d-88bf-5b627b586004

I will post more post regarding CRM 2011 in future, keep watching this space…

Regards,
MayankP 🙂

CRM Data Generator

Just came across requirement where we needed to generate lots of data in CRM system..

Microsoft Dynamics CRM Demonstration Tools (for Microsoft Dynamics CRM 4.0) provides lots of functionality and one of them is Generate Bulk Data for any CRM entity with just few clicks…see below steps for the same..

Step 1: Connect to your CRM Server

This article provides details on how to connect your CRM server on CRM Demo tools.

Step 2: Click on Data Generator tab and select relevant entity and then add relevant data against relevant attribute

Step 3: Select quantity and hit generate data button and this will generate this button.

Other then Data generator this tool also provides functionality to
• Change the Dates and/or Times for Data
• Create Dependent Picklists
• Generate E-Mail
• Set Icons for Entities
• Change the CRM Navigation Pane
• Replace Strings in CRM

Hope this helps…

Regards,
MayankP:)