Archive for the ‘MS Dynamics CRM’ Category

A Custom Entity Icons solution for Microsoft Dynamics CRM

April 6, 2015

A Custom Entity Icons solution for CRM 2011, free to download and use

In this and other posts you will find the latest information regarding Microsoft Dynamics CRM and occasionally other Dynamics solutions. The focus is on general news and tips for the intrepid CRM Administrator, as well as something for even the newest CRM user. Enjoy!

In your quest for CRM customization glory, there are times when you need the perfect icon graphic for your brand new custom entity.  The normal procedure for custom entity icons is time consuming, and requires some graphic editing skill.

Generally the steps to build custom entity icons are as follows:

Browse open source icon galleries online for the appropriate icon (preferably in PNG or GIF format)

  1. Edit the icon in an image editor to resize it in 3 separate files:
    1. For image editing I recommend the free Paint .NET software
    2. Small:  16 x 16 pixels
    3. Medium:  32 x 32 pixels
    4. Large:  66 x 48 pixels
  2. Upload the 3 files to a new or existing solution in CRM 2011 as a web resource
  3. Open the custom entity in the Settings > Customizations section (or solution)
  4. Click on the “Update Icons” button
  5. Apply your icon web resources to the custom entity
  6. Publish your customizations
  7. Clear your browser cache and refresh CRM to see the new icons

I’ve been there and felt your pain.  Rather than using precious consulting time on image editing, I decided to group 22 of my custom open sourced icons in a solution file to share.  A link to download is below…

EspinozaCustomIconGallery

Please note this is a managed solution file, meaning  it can’t be modified.  If you want to add your own custom icons, I suggest you create a new unmanaged solution.

The included icons are in PNG format, and were procured from free and open source websites.  I included a variety that will hopefully address different industries and needs.

With this solution file, the new procedure is easier!

  1. Upload the managed solution file to CRM 2011
  2. Open the custom entity in the Settings > Customizations section (or solution)
  3. Click on the “Update Icons” button
  4. Select and apply your icon web resources to the custom entity
  5. Publish your customizations
  6. Clear your browser cache and refresh CRM to see the new icons

 

Import a solution from MS Dynamics CRM 2011 to MS Dynamics CRM 2015

April 1, 2015

If you keen on trying CRM 2015 and not willing to choose the upgrade path of CRM 2011-> CRM 2013 -> CRM 2015…. then you are not alone…
When you try to import the solution you will get an error saying the solution cannot be imported from CRM 2011…
Since the solution file is a mere XML, as a developer, I wanted to play around it..
This is what I did. I changes the customization.xml and updated the xml header like below.

<ImportExportXml version=”7.0.0000.4013″ SolutionPackageVersion=”7.0″ languagecode=”1044″ generatedBy=”CrmLive” xmlns:xsi=”http://www.w3.org/2001/XMLSchema-instance”&gt;

generatedBy=”OnPremise” for MS Dynamics CRM  On Premise

generatedBy=”CrmLive” for MS Dynamics CRM On Line

Sometimes it will not be possible to import your solution this way, due to breaking changes in the solution file. In those cases you could follow these steps:

  1. Import your solution in a clean CRM 2011 organization.
  2. (If needed) upgrade your CRM deployment to the most recent rollup update for CRM 2011.
  3. Upgrade your deployment to CRM 2013.
  4. Upgrade your CRM deployment to the most recent rollup update for CRM 2013.
  5. Upgrade your deployment to CRM 2015.
  6. Export your solution.
  7. Import your solution in your target CRM 2015 organization.

If the solution import does not complain about the validity of your solution, you should be safe to proceed. The import does its checks on the customization xml, so it can not damage your target organization.

Integration Tool for Dynamics CRM 2011/13/15

March 6, 2015

Introduction

The Integration tool is an etl-tool for Dynamics CRM which allows you to insert and update records in Dynamics CRM.

Documentation: The Integration Tool Tutorial can be found on this website!

  • If you find any errors, please post them under issues.
  • If you require any features, please post them under issues with the type feature.
  • If you have problems using the tool, please post under discussion.

Architecture

The tool is made up of modules (red in the graphic below), so that it will be easy to extend it with new functionality.

IntegrationTool Architecture.png

Currently the tool supports the following types of modules:

  • Connections
  • Sources
  • Transformations
  • Targets

Each module is capsuled within an assembly, that implements the complete functionality of a module like the configuration-window and the execution-method. As entrypoint it must provide a class implementing the IModule-interface.

Download

Microsoft Dynamics CRM 2015 Workflow Tools

February 23, 2015

Project Description

This project contains Tools created in WorkFlow Activities to be imported in Dynamics CRM, to use them
All the Source code is included and open.

Right now there are this tools:

  • Force Calculate Rollup Field

Since Dynamics CRM 2015, we can add Rollup fields. The Rollup fields calculation is an asynchronous process, and with this project, we are giving more possibilities to this calculation.
The idea is to use the Workflows (Sync & Async) with custom workflow Activity, to force this calculation when the user define.

  • Apply Routing Rules

This Action forces the execution of the active Routing Rules for the Case passed in the parameter

workflow3.gif

Download

Microsoft Dynamics CRM Unified Service Desk aka USD

December 13, 2014

With the CRM Online Spring `14 release of Dynamics CRM we can now start using the all NEW Unified Service Desk (USD). This is an exciting step forward for Microsoft Dynamics CRM. I have been with many customers over the past week that have shown great interest for this solution and how is will allow traditional call centers to be transformed into multichannel contact centers.

Take a look at the Overview of the Unified Service Desk

Unified Service Desk Base Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-base-package.aspx

Unified Service Desk CRM 2013 SP Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package.aspx

Unified Service Desk CRM 2013 SP Package with product updates details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package-with-product-updates.aspx

User Interface Integration documentation download: http://go.microsoft.com/fwlink/?LinkId=392670

Unified Service Desk system requirements can be found here: http://technet.microsoft.com/en-us/library/dn646882.aspx
If you want to get your hands on USD you can download it here: http://www.microsoft.com/en-us/download/details.aspx?id=43110

To help you get up to speed on Unified Service Desk please take a look at the following documentation:

Finally if you want to do some advanced development and integration on the Unified Service Desk please review the following templates: http://visualstudiogallery.msdn.microsoft.com/c1eff934-bf97-40a6-bbe3-c25178f18f86

MS Dynamics CRM 2013 Create or customize dashboards

December 1, 2014

In just a few minutes, you can create dashboards that make the data that matters easily accessible to your teams. Use our new eBook, Create or customize dashboards, to learn how.

This eBook, designed for admins, describes dashboard fundamentals and steps you through the process of creating lists and charts that are critical to making data easily understandable and accessible. It also provides ideas for extending your dashboards in interesting ways.

MS Dynamics CRM 2013 Build and Version Numbers for Update Rollups

November 28, 2014

 

Version Build Number Release Date (DD/MM/YYYY) KB Articles:  SDK Version
RC 06.00.0000.0514
RTM 06.00.0000.0809 24/09/2013
Update Rollup 1 06.00.0001.0061  16/12/2013  KB2891271  6.0.2
Update Rollup 2 06.00.0002.0046  22/03/2014  KB2919956  6.0.4
Update Rollup 3 06.00.0003.0106  15/07/2014  KB2930480
 Service Pack 1  06.01.0000.0581  28/05/2014  KB2941390  6.1.0
Service Pack 1 – Update Rollup 1  06.01.0001.0132  22/09/2014  KB2953252  6.1.1

SSRS (SQL Server Reporting Services) and UAC (User Access Control)

November 20, 2014

One of the frequently asked question in many forums is “I am an admin on the machine (Windows Vista or Windows 7 or Windows 2k8) where SSRS is installed but I am not able to access the reports”.

Recently I faced a similar issue. I am an admin on the machine which has Windows 2008 R2 installed. On top of it, I installed SSRS 2008 R2 and then configured the RS with proper values.

Then when I tried to access the report manager by navigating to the URL, I got an error message like

User ‘Domain\User’ does not have required permissions. Verify that sufficient permissions have been granted and Windows User Account Control (UAC) restrictions have been addressed.

I once again checked my configuration but everything looked fine. Since the error message gave some hint on UAC, I ran the browser as admin and navigated to the report manager. Now it did not throw any error message. I was able to see the home page and all other menu including the Site Settings.

I added myself as System Admin in the Site Setting

Closed the browser and opened it again in normal mode. Still  it was throwing same error.

Opened the browser again in Admin mode. Navigated to the home folder and added myself and assigned to all the roles.

After this when I ran the browser in normal mode, I was able to access all report manager and all the folders.

The issue is that by default UAC allows the users (even the administrators) to do the tasks with the privilege of normal user, i.e, say when you open the browser or an application, it is opened with the normal user’s privilege and not that of administrator’s privilege.

What I understood is that when I opened the browser in normal mode, UAC passed standard user’s privilege to SSRS and hence SSRS was not able to identify that I am an admin. To get the admin access either I have to run the browser in admin mode or add myself explicitly to SSRS System Admin roles.

So you have two options to tackle this issue

1) Fix it at your SSRS end as outlined above  (or)

2) Manage your UAC appropriately. Have a look at the below one to know more about UAC and how to manage it.

http://technet.microsoft.com/en-us/library/cc709691(WS.10).aspx

I went for the first option as UAC is mandatory in my ORG and also it helps you to secure your machine.

Original Source: Kirukkal a.k.a Scribbling

Microsoft Dynamics CRM 2015 getting ready materials

November 14, 2014

These are links to some of the information available as of now regarding Dynamics CRM 2015:

Get ready for the next release

http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

CRM Admin best bets

http://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-admin-best-bets.aspx

What’s new

http://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn ‘14

https://community.dynamics.com/crm/b/crmvideos/archive/2014/09/30/upgrading-from-microsoft-dynamics-crm-2013-to-2015-autumn-39-14.aspx

Other Microsoft Dynamics CRM Videos

https://community.dynamics.com/crm/b/crmvideos/default.aspx

Microsoft Dynamics CRM 2015 Outlook enhancements

November 13, 2014

With Dynamics CRM 2015 we get an even better experience working with Outlook. Besides the default synchronization options, including the tracking of emails, synchronization of appointments, tasks and contacts, with the new version we will be able to take advantage of the following enhancements:

Appointments – going forward we will be able to synchronize not only the appointment itself, but also appointment attachments. This will be extremely useful when tracking meetings where an agenda is attached, and/or any other type of documents. These attachments are now accessible from within CRM, to all users with access to the record, whether they are part of the Appointment activity or not.

Tasks – enhanced ability to track task assignment in Outlook.

Data synchronization – the ability to specify synchronization rules down to the individual field level. Now we can keep specific data private without the need to create related entities.

image

This works for both Server-side sync and Outlook synchronization.

Note: the rules about what is being synched are available in read-only format to all users.

Address and Phone – increased amount of phone and address records associated to a Contact. Now we can store up to three different addresses and up to eleven different phone numbers on a Contact record.


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