Tag: CRM

In previous version i.e. 3.0  on updating certain field in pre/post update used to lead to circular reference.

The only way to update in case of crm 3.0 was to modify the entityxml recieived as ref parameter for preUpdate event handler.

In CRM 4.0 to do the same we can add/update the properties passed as inputparameters to the context for pre-update.

public void Execute(IPluginExecutionContext context)
{
DynamicEntity entity = (DynamicEntity)context.InputParameters.Properties[“Target”];
if (entity.Name == EntityName.lead.ToString())
{

// firstname and lastname are already properties of the entity which are not null and

// therefore are passed as inputparamters

String firstName = “Nishant”;
entity.Properties[“firstname”] = firstName;

String lastName = “Rana”;
entity.Properties[“lastname”] = lastName;

//or setting a value of a field whose value is null i.e. not passed as inputparameter
StringProperty subject = new StringProperty(“subject”, “Test Subject”);
entity.Properties.Add(subject);

}
}

The above plugin is registered for lead’s pre-update event.

Using service.update would lead to “server is unable to process the request error” as it automatically checks for the circular reference, if the crmService has been created using context.CreateCrmService() method.

For CRM 3.0 refer this wonderful article

http://www.stunnware.com/crm2/topic.aspx?id=Callout2

Bye…

We got this error while executing our plugin. Within plugin we were making sql call to fileteredViews.

For impersonation we were making use of SETUSER keyword.

The plugin was working fine in development and test server. But started giving the error in case of Production.

We replaced SETUSER with EXECUTE AS USER and everything was fine than.

http://blogs.msdn.com/crm/archive/2007/05/21/writing-crm-callouts-with-filtered-views.aspx

Bye…

Instead of creating a separate .config file for saving configuration info, now we can specify the configuration information for a plugin while we are registering it.

We just need to create a constructer for the plugin class

public class SharingEntity : IPlugin
{

string lscTempId = “”;
string lsuTempId = “”;

public SharingEntity(string unsecureConfiguration, string secureConfiguration)
{
XmlDataDocument doc = new XmlDataDocument();
doc.LoadXml(secureConfiguration);

lscTempId = doc.SelectSingleNode(“//LeadSharingCreate”).InnerText;
lsuTempId = doc.SelectSingleNode(“//LeadSharingUpdate”).InnerText;

………………….

The config info is specified as following
<Config>
<LeadSharingCreate>8a08c5ec-b6cd-dd11-a48d-00164145e126</LeadSharingCreate>
<LeadSharingUpdate>88E6872C-B7CD-DD11-A48D-00164145E126</LeadSharingUpdate>
</Config>

We have put the above info in the Secure Configuration area of the plugin registration dialog box, while registering the Step.

“The unsecureConfiguration is made available to plug-ins invoked both on the server and in the outlook client.The secureConfiguration is more secure and is only passed to the plug-in when it executes on the server. The secure configuration allows you to keep the information from being distributed to client machines that might be less secure.”

I got this error while I was writing code to retrieve data from CRM’s filtered view.

Here we just need to modify the connection string by adding Pooling=false

SqlConnection connection = new SqlConnection(“Data Source=dsname;Initial Catalog=dbname ;Integrated Security=SSPI; Pooling=false”);

Bye

For using filtered view within the callout/plugin I used the following code

SqlConnection connection = new SqlConnection(“Data Source=dsname;Initial Catalog=dbname ;Integrated Security=SSPI;”);

string sqlQuery = @”select * from filteredOpportunity”;

SqlCommand cmd = new SqlCommand(sqlQuery, connection);

connection.Open();

//// your logic here

connection.Close();

 

But this code wasn’t returning any results .It was because callout/plugin run under the context of NT Authority\Network Service.

So we need to use impersonation in this case, for this we can use the following code

 

SqlConnection connection = new SqlConnection(“Data Source=dsname;Initial Catalog=dbname ;Integrated Security=SSPI; Pooling=false”);

string sqlQuery = @” SETUSER ‘domainname\administrator’ select * from filteredOpportunity“;

SqlCommand cmd = new SqlCommand(sqlQuery, connection);

//// your logic here

connection.Open();

 

SETUSER – To impersonate the admin who has access to the filtered views. More about SETUSER

http://msdn.microsoft.com/en-us/library/ms186297.aspx

 

Pooling-False This is important otherwise we will get the below error

 

The connection has been dropped because the principal that opened it subsequently assumed a new security context, and then tried to reset the connection under its impersonated security context.

Check this wonderful post as well

http://blogs.msdn.com/b/crm/archive/2007/05/21/writing-crm-callouts-with-filtered-views.aspx

 

Bye

 

Today I cleared the extension exam for Microsoft Dynamics CRM 4.0 with score of 82.

For version 3.0 the number of questions were 40 and passing score was 80.

This time around for version 4.0 there were 50 questions but how much is the passing score it wasn’t mentioned anywhere.

For preparation i used the the course material 8969 and CRM as a Rapid Development Platform book.

CRM as a Rapid Development Platform – I found this book really very useful..

Although from exam point of view the course material 8969 is more than enough !!!

Bye ..