Reports in Dynamics CRM 2013


List of OOB reports in CRM

CRMCONSULTANT's avatarMicrosoft Dynamics CRM Blog

Microsoft Dynamics CRM 2013 includes reports that provide useful business information to the user. These reports are based on Microsoft SQL Server Reporting Services, and provide the same set of features that are available for the Microsoft SQL Server Reporting Services reports. The report definition (data and layout) of Microsoft Dynamics CRM reports are contained in an .rdl file, and the contents of the .rdl file conform to the Microsoft SQL Server Report Definition Language Specification.

1. System Reports (Out-of-box Reports):

Dynamics CRM 2013 comes with 25 out-of-box reports for viewing your business data. The following table shows a list of available reports and what data they get when you run.

NameDescription
Account DistributionIdentify patterns in top revenue-generating accounts.
Account OverviewView a one-page overview of an account.
Account SummaryView a chronological summary of an account.
ActivitiesDisplay a list of activities.
Campaign Activity StatusTrack campaign…

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“The formula is empty” exception while importing solution in CRM 2015


Got this error while trying to import a managed solution.

It was giving this error for Calculated fields.

On checking these fields in the source CRM realized that these fields were missing Action in them.

Adding appropriate action to them and then exporting and importing the same solution worked fine.

Hope it helps..

“The entity referenced by this process includes a currency value that does not exist in your organization. Select a different currency and try again.” Error in Workflow in CRM.


 

After importing one of the solution was getting the below error in one of the processes

The solution was to find out the Currency field and set it to the currency that existed in our organization.

Hope it helps..

Query execution time of 60 seconds exceeded the threshold of 10 seconds warning in CRM 2013.


Query execution time of 60 seconds exceeded the threshold of 10 seconds warning in CRM 2013.

We were getting the below warning in one of our test environment

On analyzing figured out that one of the plugin was using retrieve with ColumnSet(true) option i.e. retrieving all the columns of the entity which was not required in this case.

Fetching only the required columns fixed the warning.

The other option could have been indexing or increate the value for LongQueryThersholdInSeconds column in ServerSetingProperties table of MSCRM_Config.

Helpful posts

http://blog.edgewater.com/2013/01/07/microsoft-dynamics-crm-querying-data-using-late-binding-versus-early-binding/

http://www.dynamicscrmpros.com/mscrmplatform-warning-in-event-viewer-in-microsoft-dynamics-cr-event-id-17972/

Hope it helps..

 

Plugin when a case (incident) is resolved in CRM 2013.


Hi,

To fire a plugin when an incident is resolved we need to register the plugin in

Close message for the incident entity.

And in the input parameters of the context we need to check for IncidentResolution.

This entity is a special entity that holds the information about the incident record that is being closed.

The sample plugin below gets the actual end attribute value of IncidentResolution and subtracts created on attribute value of Incident to get the duration and updates the duration (custom field) in the case being resolved.


public void Execute(IServiceProvider serviceProvider)
{
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));

if (context.InputParameters.Contains("IncidentResolution"))
{
Entity incidentResolution = (Entity)context.InputParameters["IncidentResolution"];
Guid relatedIncidentGuid = ((EntityReference)incidentResolution.Attributes["incidentid"]).Id;
DateTime actualEnd = DateTime.Now;
if (incidentResolution.Contains("actualend"))
{
actualEnd = (DateTime)incidentResolution.Attributes["actualend"];
}
// Obtain the organization service reference.
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

// Get created on of incident

Entity retrievedIncident = service.Retrieve("incident", relatedIncidentGuid, new ColumnSet(true));
DateTime createdOn = (DateTime)retrievedIncident.Attributes["createdon"];

TimeSpan totalTimeSpent = actualEnd.Subtract(createdOn);

Entity incident = new Entity("incident");
incident.Id = relatedIncidentGuid;
incident.Attributes["new_duration"] = totalTimeSpent.TotalMinutes;
service.Update(incident);

}
}

The helpful post

http://varghesedanny.com/2011/02/24/plug-in-when-case-incident-is-closed/

 

 

 

 

 

 

 

Cleared MB2-707 Microsoft Dynamics CRM Customization and Configuration CRM 2015 Exam


Took my first CRM 2015 exam this Monday and somehow managed to clear it.

There were total 49 questions with passing marks of 700 in 2 hours’ time.

Refer to the below helpful post for the training material

http://www.nzcrmguy.com/microsoft-dynamics-crm-2015-exams-elearning-courseware/