Sample Data for Grants Manager Accelerator


Hi,

I’ve recently started working on the Grants Manager Accelerator

http://grantsmanager.codeplex.com/

After deploying the solution from cloud to on-premise, i had to populate the on premise instance with some sample data.

For this i exported the data from online for most of the entities and converted them to csv.

I am just sharing all the csv files that i have used. (might be helpful)

https://nishantrana.me/wp-content/uploads/2012/01/grants-management-sample-data.doc

After downloading the file change the extension from .doc to .zip

Bye.

Cleared MB2-868 CRM 2011 Applications Exam


Hi,

I cleared the CRM 2011 Applications exam today. There were total 75 questions in it.

When compared to Customization exam this one was little easier as the Application part in CRM 2011 is more or less like CRM 4.0 only, apart from addition of few new features.

There were question around Marketing List (Static and Dynamic), Campaigns (and quick campaigns), Lead conversion, Service Scheduling etc. These official training materials should be more than sufficient

  • 80292A: Service Management in Microsoft Dynamics CRM 2011
  • 80293A: Service Scheduling in Microsoft Dynamics CRM 2011
  • 80290A: Marketing Automation in Microsoft Dynamics CRM 2011
  • 80291A: Sales Management in Microsoft Dynamics CRM 2011

Bye.

2011 in review


The WordPress.com stats helper monkeys prepared a 2011 annual report for this blog.

Here’s an excerpt:

London Olympic Stadium holds 80,000 people. This blog was viewed about 400,000 times in 2011. If it were competing at London Olympic Stadium, it would take about 5 sold-out events for that many people to see it.

Click here to see the complete report.

Using Deep Insert (creating multiple new records in the same operation) in Silverlight (CRM 2011)


Hi,

Sharing a basic example using which we can create Parent entity and the related entity records in the same operation\

http://msdn.microsoft.com/en-us/library/gg309638.aspx

Check out this helpful post

http://inogic.blogspot.com/2011/12/odata-properties-and-methods-explored.html


public MainPage()
 {
 InitializeComponent();
 }

GGContext context;

private void UserControl_Loaded(object sender, RoutedEventArgs e)
 {
 var orgServiceUrl = "http://servername/orgname/XRMServices/2011/OrganizationData.svc";

 // initialize the context
 context = new GGContext(new Uri(orgServiceUrl));

// using client http stack
 context.HttpStack = System.Data.Services.Client.HttpStack.ClientHttp;
 context.UseDefaultCredentials = false;
 context.Credentials = new NetworkCredential("administrator", "password", "domain");
 // create contact record
 Contact contact = new Contact();
 contact.LastName = "Rana";
 contact.FirstName = "Nisha";

 // create two tasks and one email activity
 var myTask1 = new Task();
 myTask1.Subject = "Task1 created at " + DateTime.Now.ToLongTimeString();
 var myTask2 = new Task();
 myTask2.Subject = "Task2 created at " + DateTime.Now.ToLongTimeString();
 var myEmail = new Email();
 myEmail.Subject = "Email created at " + DateTime.Now.ToLongTimeString();

// add the tasks and email to their respective set
 context.AddToTaskSet(myTask1);
 context.AddToTaskSet(myTask2);
 context.AddToEmailSet(myEmail);

// add contact to be created to the contact set
 context.AddToContactSet(contact);

// add the related records
 contact.Contact_Tasks.Add(myTask1);
 contact.Contact_Tasks.Add(myTask2);
 contact.Contact_Emails.Add(myEmail);

 // add the link
 // http://inogic.blogspot.com/2011/12/odata-properties-and-methods-explored.html
 context.AddLink(contact, "Contact_Tasks", myTask1);
 context.AddLink(contact, "Contact_Tasks", myTask2);
 context.AddLink(contact, "Contact_Emails", myEmail);

context.BeginSaveChanges(CreateContactHandler, contact);
 }
 private void CreateContactHandler(IAsyncResult result)
 {
 // in the call back method call the EndSaveChanges method
 // it returns DataServiceResponse object.
 // we can get the error information from this object in case an operation fails
 context.EndSaveChanges(result);
 // id of the created contact record
 Guid createdContactGuid = ((Contact)result.AsyncState).ContactId;
 }

Hope it helps

Create Retrieve Update and Delete using oData (Rest endpoint) in Silverlight (CRM 2011)


Hi,

Sharing a basic example that performs CRUD operation using Rest endpoint in Silverlight.

namespace odataSilverlight
{
 public partial class MainPage : UserControl
 {
 public MainPage()
 {
 InitializeComponent();
 }

GGContext context;
 private void UserControl_Loaded(object sender, RoutedEventArgs e)
 {
 var orgServiceUrl = "http://r78-7-amscrm/GG/XRMServices/2011/OrganizationData.svc";

 // initialize the context
 context = new GGContext(new Uri(orgServiceUrl));

// using client http stack
 context.HttpStack = System.Data.Services.Client.HttpStack.ClientHttp;
 context.UseDefaultCredentials = false;
 context.Credentials = new NetworkCredential("administrator", "Secure*8", "AMS");
 // create contact record
 Contact contact = new Contact();
 contact.LastName = "Rana";
 contact.FirstName = "Akshaj";

// add the new contact to the contact set
 context.AddToContactSet(contact);
 // call BeginSaveChanges method and specify the callback method and the contact object
 context.BeginSaveChanges(CreateContactHandler, contact);

}
 private void CreateContactHandler(IAsyncResult result)
 {
 // in the call back method call the EndSaveChanges method
 // it returns DataServiceResponse object.
 // we can get the error information from this object in case an operation fails
 context.EndSaveChanges(result);
 // id of the created contact record
 Guid createdContactGuid = ((Contact)result.AsyncState).ContactId;

// Retrieve the created contact record
 DataServiceQuery<Contact> queryContact = (DataServiceQuery<Contact>)
 context.ContactSet.
 AddQueryOption("$filter", "ContactId eq guid'" + createdContactGuid + "'");
 queryContact.BeginExecute(RetrieveContactHandler, queryContact);

}

private void RetrieveContactHandler(IAsyncResult result)
 {
 DataServiceQuery<Contact> contacts = result.AsyncState as DataServiceQuery<Contact>;
 Contact retrievedContact = new DataServiceCollection<Contact>(contacts.EndExecute(result)).First<Contact>();

// Update the retrieved contact record's first name
 retrievedContact.FirstName = "Mickey";

context.UpdateObject(retrievedContact);
 context.BeginSaveChanges(UpdateContactHandler, retrievedContact);

}

private void UpdateContactHandler(IAsyncResult result)
 {
 context.EndSaveChanges(result);
 Contact contact = (Contact)result.AsyncState;

// Delete the updated contact record
 context.DeleteObject(contact);
 context.BeginSaveChanges(DeleteContactHandler, contact);
 }
 private void DeleteContactHandler(IAsyncResult result)
 {
 context.EndSaveChanges(result);
 }
 }
}

Hope it helps

Using AddQueryOption to write oData query in Silverlight (CRM 2011)


Hi,

The easiest way to write oData query is to make use of this wonderful tool developed by Rhett Clinton:-

http://crm2011odatatool.codeplex.com/

The query generated by tool can be used in Jscript. They can also be used to write DataServiceQuery in Silverlight project using AddQueryOption.

Here are few examples: –

  • The query to get the subject and city of all the lead records

http://servername/orgName/xrmservices/2011/OrganizationData.svc/LeadSet?

$select=Address1_City,Subject

Now while writing DataServiceQuery simple set the first parameter of AddQueryOption as $select and the value part of it as the second parameter.

var queryLead = context.LeadSet.AddQueryOption("$select", "Address1_City,Subject") as DataServiceQuery<Lead>;


  • The query to get the subject and city of all the lead records where subject contains string ‘test’

http://sname/orgname/xrmservices/2011/OrganizationData.svc/LeadSet?

$select=Address1_City,FullName&$filter=substringof(‘test’,Subject)

Here we will add two query option one for select and other for filter criteria

var queryLead = context.LeadSet
.AddQueryOption("$select", "Address1_City,Subject")
.AddQueryOption("$filter", "substringof('test',Subject)")
as DataServiceQuery<Lead>;


  • The query to get the subject of all the lead records along with owner’s Business Unit Name (i.e. related entity)

http://sname/orgname/xrmservices/2011/OrganizationData.svc/LeadSet?

$select=Subject,lead_owning_user/BusinessUnitId&$expand=lead_owning_user

Here we are making use of expand to get the data from the related entity

var queryLead = context.LeadSet
.AddQueryOption("$select", "Subject,lead_owning_user/BusinessUnitId")
.AddQueryOption("$expand", "lead_owning_user")
as DataServiceQuery<Lead>;

To run the query and loop through the records returned we can make use of following code:-

DataServiceCollection<Lead> leads = new DataServiceCollection<Lead>();
leads.LoadCompleted += (s, ea) =>
{

foreach (Lead lead in leads)
{
MessageBox.Show(lead.Subject);
MessageBox.Show(lead.lead_owning_user.BusinessUnitId.Name);
}

};

leads.LoadAsync(queryLead);

Hope this helps.