Tag: Microsoft Dynamics CRM

Send mail to a custom entity in CRM 2011


In CRM 4, to send a mail to a custom entity we used to create a new email attribute for that entity and then had to write a custom workflow activity or plugin for sending mail or some complex logic.

http://social.microsoft.com/Forums/en/crmdevelopment/thread/634aa49d-d8fc-4a8c-b3af-6c00b72f8df9

http://blogs.inetium.com/blogs/azimmer/archive/2009/08/08/crm-4-0-using-unresolved-email-addresses.aspx

Good news is that in CRM 2011 we have a new feature to Send e-mail for custom entities.

http://www.avanadeblog.com/xrm/2010/11/crm-2011-feature-of-the-week-11222010-new-entity-creation-flexibility.html

Just need to enable that option in Entity Customization form. It will create a new email field for that entity or will use an existing email field if it is already there.

Bye.

Fxied – Reporting error. Report cannot be displayed. (rsProcessingAborted)


I was getting the above error while running one of the custom SSRS report inside CRM 2011.


To resolve this issue I had to follow these steps

  1. Start SQL Server Management Studio
  2. Expand Security, then expand Logins
  3. Select and right click the account under which the SQL Server Reporting Services is running.
  4. Select User Mapping and select YouOrg_MSCRM database and specify following role membership
  • CRMReaderRole,
  • db_owner
  • public.


Hope it helps.

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Data Audit in CRM 2011 (while updating record programmatically)


Suppose we have enabled (out of the box) data audit feature for a particular entity and then we are updating its record programmatically in the following manner (the way we usually do)

myEntityRecord.new_addressname = txtAddressName.Text;

myEntityRecord.new_street2 = txtStreet2.Text;

myEntityRecord.new_city = txtCity.Text;

myEntityRecord.new_state = txtState.Text;

myEntityRecord.new_zip = txtZipCode.Text;

service.Update(serviceMember);

Now what happens over here is that all of these fields will appear as “changed field” in Audit History even if we haven’t changed its value.

Here in the above screen shot we can see the same value for fields in old value and new value column. This is something we should be aware of while updating records programmatically in CRM.

Bye.

Set Organizer for appointment or working with ActivityParty in CRM 2011


Hi,
Just posting a sample code for creating appointment record in CRM 2011.


Uri organizationUri = new Uri(<a href="http://CRM2011/orgName/XRMServices/2011/Organization.svc">http://CRM2011/orgName/XRMServices/2011/Organization.svc</a>);
Uri homeRealmUri = null;
ClientCredentials credentials = new ClientCredentials();
credentials.Windows.ClientCredential = new System.Net.NetworkCredential("administrator", "password", "contoso");

OrganizationServiceProxy orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
// Get the IOrganizationService
IOrganizationService orgService = (IOrganizationService)orgProxy;

// create entity record
Entity appointment = new Entity();
appointment.LogicalName = "appointment";
appointment.Attributes["subject"] = "App at " + DateTime.Now.ToString();
appointment.Attributes["scheduledstart"] = new DateTime();
appointment.Attributes["scheduledstart"] = DateTime.Now.AddDays(1);
appointment.Attributes["scheduledend"] = new DateTime();
appointment.Attributes["scheduledend"] = DateTime.Now.AddDays(1).AddHours(2);

// create activity party record
Entity activityParty = new Entity();
activityParty.LogicalName = "activityparty";
activityParty.Attributes["partyid"]=new EntityReference("systemuser",new Guid("userGuid"));
EntityCollection colAP = new EntityCollection();
colAP.Entities.Add(activityParty);

appointment.Attributes["organizer"] = new EntityCollection();
appointment.Attributes["organizer"] = colAP;

// If we use the bookrequest class it will fail
// and gives ResourceBusy error in case of scheduling conflict
// so simply create the appointment without using book request
// to make it appear in the calendar

//   BookRequest bookRequest = new BookRequest();
//   bookRequest.Target = appointment;

try
{
//  BookResponse booked = (BookResponse)orgService.Execute(bookRequest);
string appGuid = orgService.Create(appointment).ToString();
}
catch (Exception ex)
{
string exMessage = ex.Message;
}



Hope it helps !

Exception message “entityName” in CRM 2011


Hi,

We get the “entityName” exception if we haven’t specified value for LogicalName property of Entity class. (easy to figure out 🙂 )
Hope it helps!

Using Bulk Data Export tool of CRM 4.0 with CRM 2011


We need to make following changes to get the Bulk Data Export tool for CRM 4.0(http://mscrmbulkdataexport.codeplex.com/workitem/list/basic) to work with CRM 2011.

Change the app.config of the tool

http://mscrmuk.blogspot.com/2011/02/using-crm-40-assemblies-on-crm-2011.html

<runtime>
<assemblyBinding
xmlns=“urn:schemas-microsoft-com:asm.v1“><dependentAssembly>
<assemblyIdentity
name=“Microsoft.Crm.Sdk“
publicKeyToken=“31bf3856ad364e35“
culture=“neutral“/>

<publisherPolicy
apply=“no“/>
</dependentAssembly>
</assemblyBinding>
</runtime>

And add references to the 64 bit version of Microsoft.crm.sdk and Microsoft.crm.sdktypeproxy dlls. (Which we can get from its SDK)

http://www.microsoft.com/downloads/en/confirmation.aspx?familyid=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en

http://www.box.net/shared/z6z1dcby0k

Hope it helps.