MSCRM 2011 Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/mscrm-2011/ Microsoft Dynamics CRM . Microsoft Power Platform Mon, 18 Dec 2017 10:49:00 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 MSCRM 2011 Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/mscrm-2011/ 32 32 176351444 StringMap table in MS CRM http://microsoftdynamics.in/2017/12/18/stringmap-table-in-ms-crm/ Mon, 18 Dec 2017 10:49:00 +0000 http://microsoftdynamics.in/2017/12/18/stringmap-table-in-ms-crm/  String Map table in dynamics crm that what is the benefit of table in reporting and how can we use this? So what is string map table actually means in CRM? String map table used in MSCRM for storing the details of Option Set Fields exists in an organization .It contains all the data (Attribute...

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 String Map table in dynamics crm that what is the benefit of table in reporting and how can we use this?
So what is string map table actually means in CRM?
String map table used in MSCRM for storing the details of Option Set Fields exists in an organization .It contains all the data (Attribute Name, OptionSet name, option value , option name) of option set
Below is the structure of StringMap table:
Field Data Type Description
ObjectTypeCode INT Object Type Code of the entity for which the attribute belongs.
AttributeName NVARCHAR(100) Schema name of the OptionSet attribute.
AttributeValue INT Integer value of the OptionSet option. This is the value that gets stored in the base tables.
LangId INT Language Code for the CRM deployment. Usually 1033 for English (United States)
OrganizationId UNIQUEIDENTIFIER GUID of the owning Organization.
Value NVARCHAR(255) The actual value that is displayed in the OptionSet on a form.
DisplayOrder INT Specifies the order in which the value is in the OptionSet
VersionNumber TIMESTAMP Timestamp for determining the version of the record (when it was last updated). This is used by the synchronization process.
StringMapId UNIQUEIDENTIFIER Primary Key (GUID) for the record.
Let’s take one requirement to clear the use of StringMap table, requirement is like:
 “Show the incident by status even all the status is not present in incident data or status by records contains zero value”
So in this scenario if we will have no string map table then either you need records which contain all the distinct type of record by status or you need hard code value use in report query.
By StringMap table you can join the table and can collect all the status present in incident and can collect records number by grouping of them.
So this type of many scenarios can be fulfill by this table

SOURCE : mscrm.com

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Beginning JavaScript ms CRM 2011 http://microsoftdynamics.in/2017/12/18/beginning-javascript-ms-crm-2011/ Mon, 18 Dec 2017 10:30:00 +0000 http://microsoftdynamics.in/2017/12/18/beginning-javascript-ms-crm-2011/ Xrm.Page.context Methods1. getAuthenticationHeader: Returns the encoded SOAP header necessary to use MSCRM 4.0 Web service calls.2. getCurrentTheme:Returns the current Outlook theme chosen by the user.3.getOrgLcid:Returns the LCID value for the base language of the organization.4.getOrgUniqueName:Returns the unique text value of the organizations name.5.getQueryStringParameters:Returns an array of key value pairs representing the query string arguments that were...

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Xrm.Page.context Methods

1. getAuthenticationHeader: 
Returns the encoded SOAP header necessary to use MSCRM 4.0 Web service calls.
2. getCurrentTheme:
Returns the current Outlook theme chosen by the user.
3.getOrgLcid:
Returns the LCID value for the base language of the organization.

4.getOrgUniqueName:
Returns the unique text value of the organizations name.
5.getQueryStringParameters:
Returns an array of key value pairs representing the query string arguments that were passed to the page.
6.getServerUrl:
Returns the base server URL. When a user is working offline, the URL is to the local MSCRM Web services.
7. getUserId:
Returns the current user’s SystemUser id.
8. getUserLcid:
Returns the LCID value that the user selected as their preferred language.
9.getUserRoles:
Returns an array of strings representing the GUID values of each of the security roles that the user is associated with.
10. isOutlookClient:
Returns a Boolean value indicating if the user is using MSCRM for Outlook client.
11. isOutlookOnline:
Returns a Boolean value indicating whether the user is connected to the MSCRM server while using the MSCRM for Outlook with Offline Access client.
12.prependOrgName
Prepends the organization name to the specified path.


Xrm.Page.data.entity Methods

1.addOnSave
Sets a function to be called when the record is saved.
2.getDataXml
Returns a string representing the xml that will be sent to the server when the record is saved.
3.getEntityName
Returns a string representing the logical name of the entity for the record.
4.getId
Returns a string representing the GUID id value for the record.
5.getIsDirty
Returns a Boolean value that indicates if any fields in the form have been modified.
6.removeOnSave
Removes a function from the OnSave event hander.
7.save
Saves the record. This method has three possible parameters.
8.Xrm.Page.data.entity Methods
9.close
Closes the form.
10.getCurrentControl
Returns the control object that currently has focus on the form.
11.getFormType
Indicates the form context for the record.
12.getViewPortHeight
Returns the height of the viewport in pixels.
13.getViewPortWidth
Returns the width of the viewport in pixels.
14.refreshRibbon
Causes the ribbon to re-evaluate data that controls what is displayed in it.
Returns the number of tabs in the collection.



Xrm.Page

The Xrm.Page object provides a hierarchy of objects that can be used to interact
with Microsoft Dynamics CRM 2011 forms in the following ways:

• Show and hide user interface elements.
• Support multiple controls for each attribute.
• Support multiple forms for each entity.
• Manipulate form navigation items.


Xrm.Page.context

Xrm.Page.context provides methods that are used to retrieve information that is
specific to an organization, a user, or parameters that were passed to the form in a
query string.

Xrm.Page.data.entity
Xrm.Page.data provides an entity object that provides collections and methods to
manage data within the entity form.

Xrm.Page.ui
Xrm.Page.ui provides collections and methods that are used to manage the user
interface of the form.


Shortcuts

The Xrm.Page object includes two shortcut methods that are used to provide
direct access to commonly used controls.

Xrm.Page.getAttribute

This shortcut provides direct access to the Xrm.Page.data.entity.attributes.get
method. The following example uses the Xrm.Page.getAttribute shortcut method
to get the accountnumber attribute.

var accountnumber = Xrm.Page.getAttribute(“accountnumber”);

Xrm.Page.getControl

This shortcut provides direct access to the Xrm.Page.ui.controls.get method. The
following example uses the Xrm.Page.getControl to get the accountnumber
control.

var accountnumber = Xrm.Page.getControl(“accountnumber”);


User-defined Shortcuts

User-defined shortcuts can be created by using JScript. For example, to interact
with the controls found in a specific section of a form, a shortcut variable can be
created to enable easy access to those controls.

var myControls =
Xrm.Page.ui.tabs.get(2).sections.get(0).controls.get();

SOURCE : mscrm.com

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How to Create Dynamic OptionSet in MS Dynamics CRM 2011 & 2013 dynamics365 http://microsoftdynamics.in/2017/12/18/how-to-create-dynamic-optionset-in-ms-dynamics-crm-2011-2013-dynamics365/ Mon, 18 Dec 2017 10:29:00 +0000 http://microsoftdynamics.in/2017/12/18/how-to-create-dynamic-optionset-in-ms-dynamics-crm-2011-2013-dynamics365/ How to Create Dynamic OptionSet in MS Dynamics CRM 2011 & 2013 This code will help you……………… function dynamicoptionset() { //get value in no in variable     var totaldivision = Xrm.Page.getAttribute(“fieldname” ).getValue();     if (totaldivision == null || totaldivision == “” )         return;     else {         var optionsetControl = Xrm.Page.ui.controls.get( “new_division” );         var options = optionsetControl.getAttribute().getOptions();         optionsetControl.clearOptions();         for ( var i = 0; i < totaldivision; i++) {             optionsetControl.addOption(options[i]);         }    ...

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How to Create Dynamic OptionSet in MS Dynamics CRM 2011 & 2013

This code will help you………………
function dynamicoptionset() {

//get value in no in variable
    var totaldivision = Xrm.Page.getAttribute(“fieldname” ).getValue();
    if (totaldivision == null || totaldivision == “” )
        return;
    else {
        var optionsetControl = Xrm.Page.ui.controls.get( “new_division” );
        var options = optionsetControl.getAttribute().getOptions();

        optionsetControl.clearOptions();
        for ( var i = 0; i < totaldivision; i++) {

            optionsetControl.addOption(options[i]);
        }
    }
}


SOURCE : mscrm.com

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Upgrade MSCRM http://microsoftdynamics.in/2017/12/18/upgrade-mscrm/ Mon, 18 Dec 2017 07:37:00 +0000 http://microsoftdynamics.in/2017/12/18/upgrade-mscrm/ Upgrade MSCRM:- Click here to download:-    MSCRM Upgrade 2011 to 2013 First of all go to the Programs and Features using Control panel and Uninstall  Microsoft Dynamic CRM 2011 Reporting Extensions. Go to MSCRM Setup and double click on setupserver.exe and get all the latest updates. Give MSCRM  2013 product key. Select “<None>” and click on next. Notice that any organization not upgraded ,...

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  • Upgrade MSCRM:-
Click here to download:-    MSCRM Upgrade 2011 to 2013

  1. First of all go to the Programs and Features using Control panel and Uninstall  Microsoft Dynamic CRM 2011 Reporting Extensions.
  2. Go to MSCRM Setup and double click on setupserver.exe and get all the latest updates.
  3. Give MSCRM  2013 product key.
  4. Select “<None>” and click on next. Notice that any organization not upgraded , will become disabled after the upgrade is complete. To upgrade organizations, use Deployment Manager. Click Next to upgrade Microsoft Dynamics CRM.
  5. On the Specify Service Accounts page, Setup will add the service accounts used for the Microsoft Dynamics CRM Server 2011 services. You can use the existing service accounts or specify new ones. Additionally, there are two new service accounts for theVSS Writer Service and the Monitoring Service that you must specify.
  6. On the Specify E-mail Router Settings page, type the name of the computer where the Email Router will be installed. This computer will route MSCRM email messages. If you will not use the Email Router you can leave this box blank.
  7. Now Click Next to complete your installation process.
  8. If  there is no error your upgrade for 2011 will complete successfully.
  • Installation of Reporting Extension:- 
  1. Go to the MSCRM set up folder and open SrsDataConnector and double click onSetupSrsDataConnector.exe to install the Reporting Extension.
  • Upgrade Organization:-

  1. Open Deploy Manager for MSCRM. Click on Organization on left navigation.
  2. Right click on organization which you want to upgrade and click on Upgrade Organization.
  3. After click on this, System Checks start and Organization is successfully upgraded in 2013.
  4. Don’t forget to Restart your System.

SOURCE : mscrm.com

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How to Change Business process Flow ( bpf ) of an entity using plugin C# in MS CRM 2011 , 2013 , 2015 http://microsoftdynamics.in/2015/09/07/how-to-change-business-process-flow-bpf-of-an-entity-using-plugin-c-in-ms-crm-2011-2013-2015/ Sun, 06 Sep 2015 18:49:00 +0000 http://microsoftdynamics.in/2015/09/07/how-to-change-business-process-flow-bpf-of-an-entity-using-plugin-c-in-ms-crm-2011-2013-2015/ Plugin can be written to dynamicaly change BPF ( bussiness process flow ) of an entity acc to diffrent condition or Configrations ,  It requires Two main Id 1. ProcessID : to get workflowID2. StageID Of that process. Below is the code to change bpf of an entity using plugin :  QueryExpression queryworkflow = new...

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Plugin can be written to dynamicaly change BPF ( bussiness process flow ) of an entity acc to diffrent condition or Configrations ,  It requires Two main Id

1. ProcessID : to get workflowID
2. StageID Of that process.

Below is the code to change bpf of an entity using plugin :

 QueryExpression queryworkflow = new QueryExpression(Workflow.EntityLogicalName);
            queryworkflow.ColumnSet = new ColumnSet(true);
          ConditionExpression cond1 =  new ConditionExpression(“workflowid”, ConditionOperator.Equal, processId);
         ConditionExpression cond2 =   new ConditionExpression(“statecode”, ConditionOperator.Equal, 1);
         FilterExpression filter = new FilterExpression();
         filter.Conditions.Add(condition1);
         filter.Conditions.Add(condition2);

         queryworkflow .Criteria.AddFilter(filter);
         EntityCollection workflowcoll = service.RetrieveMultiple(queryworkflow);

// get default stage id of that process

            QueryExpression querystage = new QueryExpression(“processstage”);
            querystage.ColumnSet = new ColumnSet(true);
            ConditionExpression cond1 = new ConditionExpression(“stagecategory”, ConditionOperator.Equal, 0);
            ConditionExpression cond2 = new ConditionExpression(“processid”, ConditionOperator.Equal, workflowcoll.Entities[0].Id);
            FilterExpression filter1 = new FilterExpression();
            filter1.Conditions.Add(condition1);
            filter1.Conditions.Add(condition2);

            querystage.Criteria.AddFilter(filter1);
            EntityCollection stagecoll = service.RetrieveMultiple(querystage);

            // update the fields in entity to change the BPF 

             Entity providedentity = new Entity(entity.LogicalName);
            providedentity.Id = entity.Id;
                providedentity[“processid”] = workflowcoll.Entities[0].Id;
                providedentity[“stageid”] = stagecoll.Entities[0].Id;
                service.Update(providedentity);

Thats all Entity BPF Will be auto assigned as given in Code .

Hope this Helpled you , for any query or suggestion please coment below , thanks


SOURCE : JUST2CODE.IN Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

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Get / Retrieve all Fields of an Entity in MSCRM using C# ( RetrieveEntityRequest ) http://microsoftdynamics.in/2015/09/01/get-retrieve-all-fields-of-an-entity-in-mscrm-using-c-retrieveentityrequest/ Tue, 01 Sep 2015 12:46:00 +0000 http://microsoftdynamics.in/2015/09/01/get-retrieve-all-fields-of-an-entity-in-mscrm-using-c-retrieveentityrequest/ Below Code Retrieve all Fields Of an Entity which can be used to perfore sevral execution Like bulk update of fields in an entity . RetrieveEntityRequest aEntity = new RetrieveEntityRequest();             aEntity.LogicalName = entityLogicanName;           //only get published fields / attributes          ...

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Below Code Retrieve all Fields Of an Entity which can be used to perfore sevral execution Like bulk update of fields in an entity .

RetrieveEntityRequest aEntity = new RetrieveEntityRequest();
            aEntity.LogicalName = entityLogicanName;
          //only get published fields / attributes
            aEntity.RetrieveAsIfPublished = true;
            aEntity.EntityFilters = EntityFilters.All ;
            RetrieveEntityResponse resp = (RetrieveEntityResponse)service.Execute(aEntity);
            EntityMetadata getmetadata = resp.EntityMetadata;
            var crmAttributes = getmetadata.Attributes;
            attributes.Items.Clear();
            foreach (var attr in crmAttributes)
            {
                // filter can be used to get only Custom fields / or System fields with change
                if (attr.IsSecured == false && (attr.CanBeSecuredForUpdate == true || attr.CanBeSecuredForRead == true || attr.CanBeSecuredForCreate == true))
                    attributes.Items.Add(attr.LogicalName);
            }

Hope This Helped You Thanks For the Support , If Any query or suggestion , please comment below

SOURCE : JUST2CODE.IN Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

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Get Form Type And Save Modes using JavaScript in mscrm 2011 , mscrm 2013 , mscrm 2015 http://microsoftdynamics.in/2015/06/10/get-form-type-and-save-modes-using-javascript-in-mscrm-2011-mscrm-2013-mscrm-2015/ Wed, 10 Jun 2015 13:49:00 +0000 http://microsoftdynamics.in/2015/06/10/get-form-type-and-save-modes-using-javascript-in-mscrm-2011-mscrm-2013-mscrm-2015/ getSaveMode() : Its Return a value telling what was the save event of ms crm entity record ( like is it due to deactivation of form , manual save or save and close etc) below is the full list of events . // CodeexecObj.getEventArgs().getSaveMode(); Event Mode Value Save 1 Save and Close 2 Deactivate 5...

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getSaveMode() : Its Return a value telling what was the save event of ms crm entity record ( like is it due to deactivation of form , manual save or save and close etc) below is the full list of events .

// Code
execObj.getEventArgs().getSaveMode();

Event Mode Value
Save 1
Save and Close 2
Deactivate 5
Reactivate 6
Send (Email) 7
Disqualify (Lead) 15
Qualify (Lead) 16
Assign (user or team owned entities) 47
Save as Completed (Activities) 58
Save and New 59
AutoSave 70

getFormType() :  Its Return a value Telling about form type of ms crm entity record ( Update , or create etc) , below is the full list of events.


// code
Xrm.Page.ui.getFormType();

Form Type Value
Undefined 0
Create 1
Update 2
Read Only 3
Disabled 4
Quick Create 5
Bulk Edit 6
Read Optimized 11

Its very usefull when you want to restrict or allow any particular event in ms crm using javascript  .


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Get Difference in days between two date fields using javascript ( differences between dates ) http://microsoftdynamics.in/2015/03/12/get-difference-in-days-between-two-date-fields-using-javascript-differences-between-dates/ http://microsoftdynamics.in/2015/03/12/get-difference-in-days-between-two-date-fields-using-javascript-differences-between-dates/#comments Thu, 12 Mar 2015 08:01:00 +0000 http://microsoftdynamics.in/2015/03/12/get-difference-in-days-between-two-date-fields-using-javascript-differences-between-dates/ Hello , below you will find function calculating difference in days between two field using java script . function diffrenceindays() { var startdate = GetDateValue(startfield); var Enddate = GetDateValue(endfield); var oneday = 1000 * 60 * 60 * 24; var differenceInDays = ((Enddate - startdate) / oneday); if (differenceInDays < 0) { alert(" date cannot...

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Hello , below you will find function calculating difference in days between two field using java script .
function diffrenceindays() {
var startdate = GetDateValue(startfield);
var Enddate = GetDateValue(endfield);

var oneday = 1000 * 60 * 60 * 24;
var differenceInDays = ((Enddate - startdate) / oneday);
if (differenceInDays < 0) {
alert(" date cannot be less then start date");

}
alert(" diffrence in days " + differenceInDays);

}

function GetDateValue(field) {


var year = field.getFullYear();
var month = field.getMonth();
var day = field.getDate();
dateOnly = new Date(year, month, day);
return dateOnly;


}

SOURCE : JUST2CODE.IN Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

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Activate / Deactivate a record using c# in MS CRM 2011 , MS CRM 2013 , MS CRM 2015 ( using SetStateRequest ) http://microsoftdynamics.in/2015/02/25/activate-deactivate-a-record-using-c-in-ms-crm-2011-ms-crm-2013-ms-crm-2015-using-setstaterequest/ Wed, 25 Feb 2015 12:29:00 +0000 http://microsoftdynamics.in/2015/02/25/activate-deactivate-a-record-using-c-in-ms-crm-2011-ms-crm-2013-ms-crm-2015-using-setstaterequest/ hey , as we offensively get requirement to activate and reactivate a record then we start using update event , but there is a very simple method to do so , by using SetStateRequest : it require an assembly ” microsoft.crm.sdk.proxy.dll ” and using ” using Microsoft.Crm.Sdk.Messages;” . Code will be : SetStateRequest req = new SetStateRequest(); //the...

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hey , as we offensively get requirement to activate and reactivate a record then we start using update event , but there is a very simple method to do so , by using SetStateRequest : it require an assembly ” microsoft.crm.sdk.proxy.dll ” and using ” using Microsoft.Crm.Sdk.Messages;” .
Code will be :
   SetStateRequest req = new SetStateRequest();
//the entity you want to change the state of
req.EntityMoniker = new EntityReference("new_abc", recordId);
//what should the new state be
req.State = new OptionSetValue(1);
//Pick an option from the status reason picklist to specify reason for state change
req.Status = new OptionSetValue(2);
SetStateResponse resp = (SetStateResponse)service.Execute(req);

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Fields that are not valid were specified for the entity – Importing Solution Error mscrm 2011 , mscrm 2013 , mscrm 2015 http://microsoftdynamics.in/2015/02/25/fields-that-are-not-valid-were-specified-for-the-entity-importing-solution-error-mscrm-2011-mscrm-2013-mscrm-2015/ Wed, 25 Feb 2015 12:12:00 +0000 http://microsoftdynamics.in/2015/02/25/fields-that-are-not-valid-were-specified-for-the-entity-importing-solution-error-mscrm-2011-mscrm-2013-mscrm-2015/ Hey , I was importing a solution today from an other Organization and got a Error new to me :  Fields that are not valid were specified for the entity , as there was no description i was little confused , but after few R&D came up with perfect resolution of the error . Reason ...

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Hey , I was importing a solution today from an other Organization and got a Error new to me :  Fields that are not valid were specified for the entity , as there was no description i was little confused , but after few R&D came up with perfect resolution of the error .

Reason 

  • Organization “A” conatined attribute ‘new_mscrm’ that was of type “single line” ,Later  We changed that the field  to be an currency Type.
  • But in Organization “B” was containg same field ‘new_mscrm’ of type “Single line”.
  • When we tried to import back the new solution to test environment we got this Import failure message as the solution we were importing was having a field ‘new_mscrm’ of type Currency

Solution

  • Just delete the field in the Organization in which you are importing the solution and reimport the same solution to it
Hope this helped you Thanks

SOURCE : JUST2CODE.IN Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

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