Archive for the ‘MS Dynamics CRM’ Category

System Job Report for Microsoft Dynamics CRM 2011/2013

July 25, 2014

An SSRS Report that displays a chart and record count of system jobs by status reason.
Useful for monitoring or checking the number of system jobs that are failed, waiting, succeeded etc.

Works with both on-premise/partner hosted CRM2011, CRM2013 and CRMOnline deployments.

Download

MS Dynamics CRM 2011/13 attachment and entity data extractor

July 22, 2014

Features at a glance

  • Download email attachments, folder with the email GUID will automatically created at file system in the same folder application is running, all the attachment for particular email will be stored in that folder for later import easiness.
  • Download note attachments, folder with Note GUID automatically created at the file system same as email attachment.
  • Download all active/inactive the records for selected entities.
  • Exported data for selected entities will have following feature as provided in filtered view table data on premise database.
    • If given attribute is lookup then export will product 3 columns per attribute signifying name, logicalname and entityname
    • If given attribute is picklist then export will produce 2 columns per attribute signifying name and value

Download

MS Dynamics CRM 4.0 and 2011 change organization and database name

June 17, 2014

You can easily change the display name of an CRM 4.0 and 2011 organization by disabling the organization in the Deployment manager and then edit the organization display name property. But changing the display name does not change the server url or database name.

Here’s how to:

  1. From CRM Deployment Manager
    1. Disable the organization.
    2. Select Edit Organization and change the Display name to <NewName>.
    3. Delete the organization.
  2. From SQL Server Management Studio
    1. To prevent the database being locked, take the organization datbase offline (Tasks –> Take offline) then bring it back online (Tasks –> Bring online).
    2. Rename the database to the new name
      1. Newname_MSCRM.
  3. From CRM Deployment Manager
    1. Choose import organization and select the newly renamed database. Follow the wizard and your done!

Creating reports in CRM 2011 using Microsoft SQL Server Reporting Services (SSRS)

June 6, 2014

The reports in CRM 2011 were built using Microsoft SQL Server Reporting Services (SSRS).   If you are familiar with SSRS, you can build custom reports or you can highly modify the reports that come with CRM.

Here’s a few key things to know:

1.   If you are using CRM 2011 on-line, the process of connecting to the database is different than if you are using the on-premise version.

With CRM 2011 on-line, you can’t just connect to the database.   You have to use something called a “fetch-based” connection.   See this Microsoft guidance:   http://msdn.microsoft.com/en-us/library/gg328097

2.   You can create custom CRM reports in either Business Intelligence Development Studio or Report Builder.   Either tool works.   Once you have your RDL file built, you upload it to CRM using the CRM interface.  In CRM, go to Reports and click New.   For “report type”, change the dropdown box to “existing file”.   Then point to your RDL file.

3.   Microsoft wants you to build reports on a series of special database views called “filtered views”

You don’t have to.   You can still build custom reports on the original CRM database tables.   But see this Microsoft article for a discussion of filtered views:  http://msdn.microsoft.com/en-us/library/gg328467.aspx

4.  If you want your reports to automatically filter based on the CRM record you are in, there is a trick.   For example, if you have a quote open in CRM, and you want to print a custom report just for that quote, there is a trick to building the report.

CRM has a feature called “filtered views”.

See this Microsoft article:   http://msdn.microsoft.com/en-us/library/gg328288.aspx

So, in the example of building a report on a quote, when you build the report, your sql statement should say:

SELECT
*
FROM
FilteredQuote as CRMAF_FilteredQuote

When you upload your RDL file, you must alter the properties of the report to have it show up in the quote form.  In the “categorization” section of the report properties, under “display in”, make sure you add “Forms for related record types”.

CRM will then automatically filter this custom report based on the quote that you are in.

Update Rollup 17 for Microsoft Dynamics CRM 2011 (KB 2915687)

May 26, 2014

Microsoft has released Update Rollup 17. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2011. It includes performance enhancements that are packaged together for easy deployment.

Download

Update Rollup 16 for Microsoft Dynamics CRM 2011 (KB 2872369)

May 24, 2014

Microsoft has released Update Rollup 16. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2011. It includes performance enhancements that are packaged together for easy deployment.

Download

Update Rollup 2 for Microsoft Dynamics CRM 2013 (KB 2919956)

May 11, 2014

Microsoft has released Update Rollup 2. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2013. It includes performance enhancements that are packaged together for easy deployment.

Download

Update Rollup 1 for Microsoft Dynamics CRM 2013 (KB 2891271)

May 9, 2014

Microsoft has released Update Rollup 1. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2013. It includes performance enhancements that are packaged together for easy deployment.

Download

MS Dynamics CRM 2011 – Invalid Action The selected action was not valid.

April 15, 2014

I came across the below error when I am trying to browse my Microsoft Dynamics CRM 2011 url.

Invalid Action
The selected action was not valid.

I did not manipulate anything on server! So, I checked my event logs which said -

Current key (KeyType : CrmWRPCTokenKey) is expired. This can indicate that a key is not being regenerated correctly. Current Key : CrmKey(Id:xxxxxxxx-xxxx-xxx-xxxx-xxxxxxxxxxxx, ScaleGroupId:00000000-0000-0000-0000-000000000000, KeyType:CrmWRPCTokenKey, Expired:True, ValidOn:02/25/2013 06:31:03, ExpiresOn:03/30/2013 06:31:03, CreatedOn:02/25/2013 06:31:03, CreatedBy:NT AUTHORITY\NETWORK SERVICE.

I got solutions from MSDN saying these steps but both did not work. Most of the issues on net were solved by these steps mentioned. And mine was resolved by the steps given in Solution.

1. Restart IIS (iisreset from command prompt or run window)
2. Restart the CrmAsyncService (Services.msc restart CrmAsyncService)

Solution:

1. Open Command Prompt
2. Go to: C:\Program Files\Microsoft Dynamics CRM\Tools
3. Run Microsoft.Crm.Tools.WRPCKeyRenewal.exe /R
4. Restart IIS

This should solve the issue and you will be able to see your CRM 2011 entities again!

How to obtain the setup updates for Microsoft Dynamics CRM 2011

March 14, 2014

When you install Microsoft Dynamics CRM 2011, or when you upgrade to Microsoft Dynamics CRM 2011, you can check for setup updates. If you select the option to check for setup updates, the application downloads any new setup updates and applies them to the installation while the setup process is running.
If the Microsoft Dynamics CRM server has an Internet connection, you can select Get updates for Microsoft Dynamics CRM during the installation. If there are any setup updates available, the updates are downloaded and applied to the installation.
If the Microsoft Dynamics CRM server does not have an Internet connection, or you want to manually deploy the setup updates, follow these steps:

  1. Obtain the setup updates by visiting the following Microsoft website:
    Setup Update for Microsoft Dynamics CRM Server 2011

    Note All previously released Setup Updates have now been included in the slip-streamed server installation which also includes all updates and hotfixes through Update Rollup 6. There are currently no other Setup Updates available. Microsoft Dynamics CRM Server 2011

    To verify the version number corresponds with the installation of Update Rollup 6, right-click on the SetupServer.exe and then click Details to ensure the build number is 5.0.9690.1992.

  2. Click Add to add the update to the basket.
  3. Click view basket in the upper-right section of the page.
  4. Click Download.
  5. Select the download location, and then click Continue.
  6. The Microsoft Update catalog will create a folder that uses the name of the download, and then it copies a .cab file into the folder. In this case, a Setup Update for Microsoft Dynamics CRM Server 2011 folder is created. Open the .cab file to view the .msp file(s). The .cab file will contain all 25 languages that Microsoft Dynamics CRM Server 2011 supports.
  7. Extract the .msp file to the location of your choice.
  8. Create a Config.xml file for the setup process.   Below is an example of a Config.xml file. Please refer to the Implementation Guide for information on the other xml elements that can be added. http://technet.microsoft.com/en-us/library/hh367371.aspx

    <CRMSetup> <Server> <Patch update=”true”> The path to your .msp file (For example: c:\temp\ Server_KB2434455_amd64_1033.msp)</Patch> </Server> </CRMSetup>

  9. Run the Setup file in the configuration folder.

Issues that are fixed in the setupupdates for Microsoft Dynamics CRM 2011.
A hotfix is intended to resolve only the problem that is discussed in an associated Microsoft Knowledge Base article (KB). For more information about a specific hotfix, and for more information that may be required if you did not install the setup update, see the following KB articles. Note These updates are not hotfixes that have to be applied after Microsoft Dynamics CRM is installed.
Microsoft Dynamics CRM Server 2011

      (http://www.microsoft.com/en-us/download/details.aspx?id=27822)
  • When you install Microsoft Dynamics CRM Server that points to a website that has an HTTPS binding present, the setup process incorrectly sets the binding type to HTTP. Therefore, Help cannot load on any deployment where the website has HTTPS.
  • Server setup should only set HelpServerUrl when Help Server is installed, separately from Web Application.
  • The Microsoft Dynamics CRM Server upgrade fails because a deletion service fails to clean up all deleted records.
  • The Microsoft Dynamics CRM Server upgrade does not upgrade indexes in the MSCRM_CONFIG database.
  • Upgrading from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 for non-English base languages result in a “Cannot insert duplicate key in object ‘MetadataSchema.LocalizedLabel’” error.
  • Imported organizations think there is an update available when there is none.

Note All fixes listed above are now included in the current Setup bits.

View the original post


Follow

Get every new post delivered to your Inbox.

Join 31 other followers