I just ran into an error where some clever code check's the user's business unit and defaults the FROM addresss of an outgoing email to a particular Queue. The code started throwing this error once we moved it to a Model-driven App.
It turns out the error was occurring because we had not included the Queue entity in our Model-driven App. Once we added the Queue, the code worked just fine.
Friday, March 6, 2020
Friday, March 4, 2016
ComboBoxes in Dynamics CRM 2013
Have you tried the new ComboBox control in CRM 2013? Wait...what did you just say?!? Here, click on the screenshot and watch this:
Actually, I'm a little early for April Fools' Day, but I really did build a pair of ComboBoxes that are backed by two entities that have an N:N relationship. With an added checkbox, you can override the filtering and display all the available records in the child. The key to making it so performant was utilizing an external WebAPI caching application. That makes it a snap to bind the jQuery Autocomplete to the JSON output.
If you need help with a ComboBox, or anything else in Dynamics CRM, don't hesitate to reach out.
Actually, I'm a little early for April Fools' Day, but I really did build a pair of ComboBoxes that are backed by two entities that have an N:N relationship. With an added checkbox, you can override the filtering and display all the available records in the child. The key to making it so performant was utilizing an external WebAPI caching application. That makes it a snap to bind the jQuery Autocomplete to the JSON output.
If you need help with a ComboBox, or anything else in Dynamics CRM, don't hesitate to reach out.
Wednesday, October 14, 2015
Helpful links and information for CRM Developers
My collection of essential links and information for Dynamics CRM Developers
MSDN References
Linq query examples
MSDN Client-side programming reference
Developers guide to reports for CRM
Communities
MSDN CRM Forums
Tools
PowerShell Tools
MscrmTools / XrmToolBox
CRMSvcUtil XrmServiceContext example:
CrmSvcUtil.exe /codeCustomization:"Microsoft.Xrm.Client.CodeGeneration.CodeCustomization, Microsoft.Xrm.Client.CodeGeneration" /out:Xrm\Xrm.cs /url:https://myord.api.crm.dynamics.com/XRMServices/2011/Organization.svc /username:admin@myorg.onmicrosoft.com /password:pass@word1 /namespace:Xrm /serviceContextName:XrmServiceContext
MSDN References
Linq query examples
MSDN Client-side programming reference
Developers guide to reports for CRM
Communities
MSDN CRM Forums
Tools
PowerShell Tools
MscrmTools / XrmToolBox
CRMSvcUtil XrmServiceContext example:
CrmSvcUtil.exe /codeCustomization:"Microsoft.Xrm.Client.CodeGeneration.CodeCustomization, Microsoft.Xrm.Client.CodeGeneration" /out:Xrm\Xrm.cs /url:https://myord.api.crm.dynamics.com/XRMServices/2011/Organization.svc /username:admin@myorg.onmicrosoft.com /password:pass@word1 /namespace:Xrm /serviceContextName:XrmServiceContext
Saturday, September 26, 2015
Setting up RAID 1 on M5A78L Windows 7
My current Win7 Media Center PC has been running 24x7 for 3 plus years and the cruft on the OS was starting to really slow things down. I figured it was time to re-install, but this time I wanted redundancy, so I bought two WD 160 drives to setup a RAID 1. Here's the trick to setting this up in the ASUS Bios:
- On the SATA Configuration tab, select Ports 1-4 and change their mode to RAID (note this also changed 5-6 to RAID, so I needed to switch that back to IDE for my optical).
- Save and Reboot. Wait for the RAID Bios screen to appear and hit CTRL + F
- In the RAID configuration, select the LD config and select LD 1 on the next screen
- In the LD details page, use SPACE to change value of RAID to 1 and select your drives.
- CTRL + Y saves changes and then reboot and you're done!
Wednesday, July 29, 2015
Getting CrmSvcUtil to generate the CrmOrganizationServiceContext
It had been awhile since I generated the Early-bound classes
used by a command-line setup program (MSFT
walkthrough). I had forgotten about
the crmsvcutil.exe parameter that generates the CrmOrganizationServiceContext:
/codeCustomization:"Microsoft.Xrm.Client.CodeGeneration.CodeCustomization,
Microsoft.Xrm.Client.CodeGeneration"
After adding the Microsoft.Xrm.Client.CodeGeneration.dll and
Microsoft.Xrm.Client.dll to the directory, the App.config constructor was available
again:
using
(XrmServiceContext xrm = new XrmServiceContext("Xrm"))
Tuesday, June 9, 2015
Dynamics CRM Publish External Report
Dynamics CRM on-prem has the ability to publish reports "externally" so that non-CRM users can view them. Corresponding reports are created by CRM in the "root" folder (tenant name_MSCRM) By default though, the SSRS data connection (MSCRM_DataSource) in the folder is not configured during installation, so a required step is to login to SSRS Report Manager and setup the data source. Note, you have to click Details View (upper right corner of menu) in order to see the data source.
Typically, you'll want to use a service account that has the least privileges necessary to query the data from CRM. The connection string follows the format:
Data Source=sql server;Initial Catalog=tenant_MSCRM
If you use a service account, you may get an error when you Test Connection in SSRS Report Manager:
Log on failed. Ensure the user name and password are correct.
In that case, the error may be caused because the account does not have "Log on locally".
Typically, you'll want to use a service account that has the least privileges necessary to query the data from CRM. The connection string follows the format:
Data Source=sql server;Initial Catalog=tenant_MSCRM
If you use a service account, you may get an error when you Test Connection in SSRS Report Manager:
Log on failed. Ensure the user name and password are correct.
In that case, the error may be caused because the account does not have "Log on locally".
To grant this permission, do the following:
1. On the
report server computer, in Administrative Tools, open Local
Security Policy.
2. Under Security
Settings, expand Local Policies, and then click User
Rights Assignment.
3. In the
details pane, right-click Allow log on locally and then right-click Properties.
4. Click Add
User or Group.
5. Click Locations,
specify a domain or other location that you want to search, and then click OK.
6. Enter the
Windows account for which you want to allow interactive login, and then click OK.
7. In the Allow
log on locally Properties dialog
box, click OK.
Wednesday, February 11, 2015
Find All References to a Custom Workflow Activity in Dynamics CRM 2013
If you ever need to find all the workflows that have references to a custom workflow assembly, you can query the Xaml column on the Workflow entity. Using OData is the fastest way:
HTTP://MyCrmServer/MyTenant/xrmservices/2011/organizationdata.svc/workflowset?$SELECT=NAME&$filter=substringof('MyCustomWorkflowActivityClassName',xaml)
If you are on-prem, then you can also do this via SQL:
SELECT DISTINCT wf.NAME
FROM workflow wf
WHERE xaml LIKE '%MyCustomWorkflowActivityClassName%'
HTTP://MyCrmServer/MyTenant/xrmservices/2011/organizationdata.svc/workflowset?$SELECT=NAME&$filter=substringof('MyCustomWorkflowActivityClassName',xaml)
If you are on-prem, then you can also do this via SQL:
SELECT DISTINCT wf.NAME
FROM workflow wf
WHERE xaml LIKE '%MyCustomWorkflowActivityClassName%'
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