MS Dynamics CRM insatlaltion

And finally, I got chance to install MS Dynamics CRM. I was waiting for this for longtime. Well, to install MS CRM 2013, you have to complete prerequisite, then only your CRM installation will be complete. so please go thru it.

  1. Download MS CRM from Microsoft site and execute it
  2. before that, it you are installing MS CRM on MS Windows Server 2012 then you might needs to resolve some issue. Here is resolution for it.
  3. Now execute MS CRM setup, it will launch installation wizard, ref below screen

Continue reading “MS Dynamics CRM insatlaltion”

Shared Variables:- Pass data between plug-ins

Some times we need to pass data from one plugin to another plugin on same entity. But how it will be achieved. Microsoft Dynamics CRM gave ‘Shared Variable’ for that.  Using this shared variable data can be passed or modified. This is introduced in CRM 2011. To explore more on this here is the link.

‘LocalizedLabel’ issue for importing managed solution

Some time importing a manged solution in MS CRM you will face this problem, it happens because circular ref.

Error: This solution cannot be uninstalled because the ‘LocalizedLabel’ with id ‘XXXX(Form)’ is required by the ‘*******’ solution. Uninstall the XXXXX solution and try again

To resolve this problem you need to remove that ref from database, here is the query for that

delete from [DATABASE_MSCRM].[MetadataSchema].[LocalizedLabel] where LocalizedLabelId = ‘YOUR ID’

e.g.

delete from [MetadataSchema].[LocalizedLabel] where LocalizedLabelId = ‘bc2e6205-7e39-e411-8d95-0050569303a1’

That’s it!

Sales and Service process in MS CRM

Sales Process in MS CRM

sales-process

for more info use this link

Service process or Case/Ticket Management in MS CRM

email-to-case-creation

For more info explore this.

Dynamic URL

To create dynamic URL in MS CRM use following format

organisationUrl + “/main.aspx?etc=” + ObjectTypeCode + “&id=” + GUID + “&pagetype=entityrecord”;

To get organisation URL in JS use ‘Xrm.Page.context.getClientUrl()’

Here you will get the ObjetTypeCode of CRM’s default entities.

For more info go here

Also to insert dynamics URL in email template, there is option to add it with ‘RecordDynamicURL’ in drop down, by adding it will add current record URL.

Also to add dynamic URL link for related record from Global email template follow this steps.

 

Hope it helps someone !! 🙂

Create email and send from MS CRM

To send email in CRM, a workflow can be used (out of box or custom workflow)

Out of box way

  1. Create workflow in CRM and click on ‘Send Email’ button as shown below

1

  1. Then select option of email template or on the fly template. We will explore on the fly template, to open it click on ‘Set properties’ button after selecting ‘Create New Message’ option from provided drop down.

Continue reading “Create email and send from MS CRM”

MS CRM Workflow: input/output arguments

Some time we need to send out or take inputs for custom workflows dynamically. To do so MS CRM provided input/output arguments, syntax of it is

Input arguments

[Input(“data type input”)]
[Default(“00.00″)]
public InArgument AtrName{ get; set; }

Output arguments
[Output(“data type output”)]
[Default(“00.00″)]
public OutArgument AtrName{ get; set; } Continue reading “MS CRM Workflow: input/output arguments”

Remove Auto-Save

MS CRM 2013 provided auto save functionality. CRM will save your changes automatically by each 30 sec. But sometime you need to remove this feature from CRM.

To do that go to ‘System Settings’ and uncheck the enable auto save for all forms

AutoSave

Retrive data from MS CRM by QueryExpression

Many time we needs to retrieve data from MS CRM, for that we can user power of MS CRM SDK with query expression.

Retrieve simple data with some conditions form a single entity

QueryExpression query = new QueryExpression(Entitylogicalname);
query.ColumnSet = new ColumnSet(true);

query.Criteria.AddCondition(“mobileno”, ConditionOperator.NotNull);

query.Criteria.AddCondition(“surname”, ConditionOperator.Equal, “Kant”);

EntityCollection queryData = CRMConnection._organizationService.RetrieveMultiple(query); Continue reading “Retrive data from MS CRM by QueryExpression”