Share Entity record with Team


          Below is the sample code to share entity record with team in MS CRM 2011

            var teamReference = new EntityReference(“team”, teamId);
            var grantAccessRequest = new GrantAccessRequest
            {
                PrincipalAccess = new PrincipalAccess
                {
                    AccessMask=AccessRights.ReadAccess | AccessRights.WriteAccess,        
                    Principal=teamReference
                },

                Target=new EntityReference(“lead”,recordId)

            };
            service.Execute(grantAccessRequest);

           // Get teamId from below function

private Guid GetTeamId(string teamName,OrganizationService service)
        {
            Guid teamId=Guid.Empty;
            QueryByAttribute query = new QueryByAttribute();
            ColumnSet cols = new ColumnSet();
            cols.AddColumn(“teamid”); 

            query.ColumnSet = cols;
            query.AddAttributeValue(“name”, teamName);
            query.EntityName = “team”; 

            EntityCollection entityCollection = (EntityCollection)service.RetrieveMultiple(query);              
            if (entityCollection.Entities.Count > 0)
            {
                    Entity entity =entityCollection.Entities[0];
                    teamId = entity.Id;
            }
            return teamId;          

        }

I have already posted the same for CRM 4.0. Please find the reference link below.
https://arvindcsit.wordpress.com/2012/02/26/create-contact-and-share-the-record-which-contains-lookuppicklist-and-string-datatype/

 

Connect To Organization Web service in MS CRM 2011


Provide the connection to the server using a connection string. You can find the CrmConnection class in namespace Microsoft.Xrm.Client and dll (Microsoft.Xrm.Client.dll which is avaialbale in sdk/bin folder)

//The following example shows the connection string using Active Directory authentication:

Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(“Url=http://<Crm Server>/<Orgnization Name>;Domain=<contoso>;Username= Abc;Password=Abc;”);

// Create object of Organization Service

OrganizationService service  = new OrganizationService(connection);

Entity entity = new Entity(“lead”);
entity[“subject”] = “Test”;
entity[“firstname”] = “Arvind”;
entity[“lastname”] = “Singh”;
Guid leadId = service.Create(entity);

For details, please go through below link
http://msdn.microsoft.com/en-in/library/gg695810.aspx

hope it helps..

Moving CRM Servers(Application and Database) to New DataCentre


One of our client wanted to move CRM Server from One Data Centre to different data centre but due to some constraint we could not move it by creating New Organization or by new deployment. We had only left option was update IP address manually.

Recently we moved our CRM Server from one data centre to new data centre due to which IP Address of both Application and Database Server was changed. We had updated new IP Address in Registry(MSCRMconfigdb,database,LocalSdkHost,metabase,ServerUrl,SQLRSServerUrl), Application Pool, Web.Config and custom application. But even after updating new IP address on above section  we were getting the following error.

A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond 172.23.201.162:80

Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.

Exception Details: System.Net.Sockets.SocketException: A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond 172.23.201.162:80

Source Error:

An unhandled exception was generated during the execution   of the current web request. Information regarding the origin and location of   the exception can be identified using the exception stack trace below.

Stack Trace:

 
[SocketException (0x274c): A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond 172.23.201.194:80]
   System.Net.Sockets.Socket.DoConnect(EndPoint endPointSnapshot, SocketAddress socketAddress) +239
   System.Net.Sockets.Socket.InternalConnect(EndPoint remoteEP) +35
   System.Net.ServicePoint.ConnectSocketInternal(Boolean connectFailure, Socket s4, Socket s6, Socket& socket, IPAddress& address, ConnectSocketState state, IAsyncResult asyncResult, Int32 timeout, Exception& exception) +224

[WebException: Unable to connect to the remote server]
   System.Net.HttpWebRequest.GetRequestStream(TransportContext& context) +1868309
   System.Net.HttpWebRequest.GetRequestStream() +13
   System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +103
   Microsoft.Crm.Metadata.MetadataWebService.GetDataSet() +31
   Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadDataSetFromWebService(Guid orgId) +291
   Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadCacheFromWebService(LoadMasks masks, Guid organizationId) +42
   Microsoft.Crm.Metadata.DynamicMetadataCacheFactory.LoadMetadataCache(LoadMethod method, CacheType type, IOrganizationContext context) +408
   Microsoft.Crm.Metadata.MetadataCache.LoadCache(IOrganizationContext context) +339
   Microsoft.Crm.Metadata.MetadataCache.GetInstance(IOrganizationContext context) +388
   Microsoft.Crm.BusinessEntities.BusinessEntityMoniker..ctor(Guid id, String entityName, Guid organizationId) +116
   Microsoft.Crm.Caching.UserDataCacheLoader.LoadCacheData(Guid key, ExecutionContext context) +323
   Microsoft.Crm.Caching.ObjectModelCacheLoader`2.LoadCacheData(TKey key, IOrganizationContext context) +401
   Microsoft.Crm.Caching.BasicCrmCache`2.CreateEntry(TKey key, IOrganizationContext context) +84
   Microsoft.Crm.Caching.BasicCrmCache`2.LookupEntry(TKey key, IOrganizationContext context) +135
   Microsoft.Crm.BusinessEntities.SecurityLibrary.GetUserInfoInternal(WindowsIdentity identity, IOrganizationContext context, UserAuth& userInfo) +252
   Microsoft.Crm.BusinessEntities.SecurityLibrary.GetCallerAndBusinessGuidsFromThread(WindowsIdentity identity, Guid organizationId) +179
   Microsoft.Crm.Authentication.CrmWindowsIdentity..ctor(WindowsIdentity innerIdentity, Boolean publishCrmUser, Guid organizationId) +252
   Microsoft.Crm.Authentication.WindowAuthenticationProviderBase.Authenticate(HttpApplication application) +431
   Microsoft.Crm.Authentication.AuthenticationStep.Authenticate(HttpApplication application) +172
   Microsoft.Crm.Authentication.AuthenticationPipeline.Authenticate(HttpApplication application) +86
   Microsoft.Crm.Authentication.AuthenticationEngine.Execute(Object sender, EventArgs e) +525
   System.Web.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() +68
   System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) +75

 

Actually It was still referring Old IP Address at some places. To resolve the issue we enable the trace log and get CrmServerReportInformation with help of “Create File” option of  CrmDiagTool 4.0  and came to know that DeploymentProperty Table(Column Name- ADSdkRootDomain, ADWebApplicationRootDomain and AsyncSdkRootDomain) of MSCRM_Config was still referring old IP Address. We have updated this column with new IP Address as below and everything start working fine.

USE MSCRM_CONFIG

Update DeploymentProperties SET NVarCharColumn = ‘New IP Address’  WHERE ColumnName= ‘AsyncSdkRootDomain’

Update DeploymentProperties SET NvarCharColumn = ‘New IP Address’  WHERE ColumnName = ‘ADSdkRootDomain’

Update DeploymentProperties SET NvarCharColumn = ‘New IP Address’  WHERE ColumnName = ‘ADWebApplicationRootDomain’

 

Hope this help you 🙂

Replace a field to a button or Create a button on Form, and attach the onclick() event


This is an example on how to create a button on the form, using java script. First of all we need to create a nvarchar attribute and put it on the form where we want our button.
In this example my attribute’s schema name is new_test.

Here is the code

/*———————————-*/

someFunction = function()

{

alert(“button clicked!”);

}

// This is how we call the button, what we see

crmForm.all.new_test.DataValue = “Button”;

// We could align it a bit

crmForm.all.new_test.style.textAlign = “center”;

crmForm.all.new_test.vAlign = “middle”;

//we make the mouse look as a hand when we’re moving over

crmForm.all.new_test.style.cursor = “hand”;

crmForm.all.new_test.style.backgroundColor = “#CADFFC”;

crmForm.all.new_test.style.color = “#FF0000”;

crmForm.all.new_test.style.borderColor = “#330066”;

crmForm.all.new_test.style.fontWeight = “bold”;

crmForm.all.new_test.contentEditable = false;

//we attach some events in order to make it look nice 🙂

crmForm.all.new_test.attachEvent(“onmousedown”,color1);

crmForm.all.new_test.attachEvent(“onmouseup”,color2);

crmForm.all.new_test.attachEvent(“onmouseover”,color3);

crmForm.all.new_test.attachEvent(“onmouseleave”,color4);

function color3() {

crmForm.all.new_test.style.backgroundColor = “#6699FF”;

}

function color4() {

crmForm.all.new_test.style.backgroundColor = “CADFFC”;

}

function color1() {

crmForm.all.new_test.style.color = “000099”;

}

function color2() {

crmForm.all.new_test.style.color = “FF0000”;

}

//here we attach what we want our button do

crmForm.all.new_test.attachEvent(“onclick”,someFunction);
Replace a field to a label (use replaceNode())
/* replace new_field_d to a label */
if (crmForm.all.new_field != null)
{
var html = document.createElement( “”);
html.innerText = “this is a lable”;
crmForm.all.new_field_d.replaceNode(buttonText);
}

Append text under a field (you don’t need to create an attribute for that)
/* append text under new_field */
if(crmForm.all.new_field != null)
{
var html= document.createElement( “”);
html.innerText = “this is a text field”;
crmForm.all.new_field.parentNode.appendChild(html);
}

Some Important URL for CRM


Stunnware’s site(Very useful site for MS CRM)

http://www.stunnware.com/crm2/

http://nishantrana.wordpress.com/

http://blogs.msdn.com/b/crm/

https://community.dynamics.com/content/crmblogs.aspx

http://a33ik.blogspot.com

http://jianwang.blogspot.com/

http://ayazahmad.wordpress.com/

http://mscrmuk.blogspot.com/

CRM4 Development Resources(All at one place)

http://www.crmwiki.net/crm4-development-resources.ashx

Creating AutoNumber for Microsoft Dynamics CRM 4.0 using Plug-Ins with the help of FilteredView


Create two field as we created..

1) New_uniqueid ( Int)

2) New_id( nvarchar).

If you want AutoNumber as Int , no need to create two fields ,but we wanted AutoNumber as in specific format(OP/DEC08/0000000001) so we reqired to two field.

Steps for AutoNumber:

1) Retrieved the maximum number for entity based on field new_uniqueid.

2) Update both field new_uniqueid and new_id using web service on PostCreate event.

Source Code

using System;

using System.Collections.Generic;

using System.Text;

using System.Xml;

using System.Xml.Serialization;

using System.IO;

using System.Collections;

using Microsoft.Crm.Sdk;

using System.Data;

using System.Data.SqlClient;

using System.Web.Services.Protocols;

namespace CRM.PlugIn.UniqueIdGeneration

{

public class PlugInForUniqueId : IPlugin

{

string serverName = string.Empty;

string domain = string.Empty;

string authUser = string.Empty;

int leftPad;

string uniqueNoField=string.Empty;

string uniqueIdField=string.Empty;

static string logPath = string.Empty;

// get configuration string

public PlugInForUniqueId(string unsecure, string secureConfiguration)

{

XmlDataDocument doc = new XmlDataDocument();

doc.LoadXml(secureConfiguration);

// get database server name

XmlNode database = doc.SelectSingleNode(“//Database”);

serverName= database.InnerText;

// get domain name

XmlNode domainName = doc.SelectSingleNode(“//Domain”);

domain = domainName.InnerText;

// CRM User as Authentication User

XmlNode authUserName = doc.SelectSingleNode(“//AuthUser”);

authUser = authUserName.InnerText;

// get total no of digit for padding

XmlNode padding = doc.SelectSingleNode(“//Padding”);

leftPad=Convert.ToInt32( padding.InnerText);

// get FieldName and type of datatype should be Integer

XmlNode uniqueNo = doc.SelectSingleNode(“//UniqueNumber”);

uniqueNoField= uniqueNo.InnerText;

// get FieldName and type of datatype should be nvarchar

XmlNode Id = doc.SelectSingleNode(“//Id”);

uniqueIdField= Id.InnerText;

// get path of log file.

XmlNode Log = doc.SelectSingleNode(“//LogPath”);

logPath = Log.InnerText;

}

public void Execute(IPluginExecutionContext context)

{

// Create instance of Crm WenService

ICrmService Service = context.CreateCrmService(true);

string entityName = context.PrimaryEntityName;

string orgName = context.OrganizationName;

// Avialable max. number in database.

int maxUniqueNo = ReturnMaxNumber(serverName, entityName, orgName);

CrmNumber num = new CrmNumber();

num.Value = maxUniqueNo;

// Formatted Unique Id With entityname,month,year and unique No.

string formattedId = FormattedUniqueNumber(num.Value, context.PrimaryEntityName);

try

{

// DynamicEntity dyEntity = ReturnDynamicEntityToUpate(context, num);

if (context.InputParameters.Properties.Contains(“Target”))

{

DynamicEntity entity = (DynamicEntity)context.InputParameters.Properties[“Target”];

if (entity != null)

{

string entityId = context.PrimaryEntityName + “id”;

Guid id = (Guid)context.OutputParameters[ParameterName.Id];

DynamicEntity updateUniqueId = new DynamicEntity(context.PrimaryEntityName);

Key key = new Key(id);

KeyProperty keyProp = new KeyProperty(entityId, key);

updateUniqueId.Properties.Add(keyProp);

CrmNumberProperty propUniqueId = new CrmNumberProperty(uniqueNoField, num);

updateUniqueId.Properties.Add(propUniqueId);

StringProperty propFormattedId = new StringProperty(uniqueIdField, formattedId);

updateUniqueId.Properties.Add(propFormattedId);

Service.Update(updateUniqueId);

}

}

}

catch (SoapException SoapEx)

{

WriteLog(entityName, “On Create”,“ERROR”,SoapEx);

}

catch (Exception ex)

{

WriteLog(entityName, “On Create”, “ERROR”, ex.Message);

}

}

private int ReturnMaxNumber(string server, string entity, string orgName)

{

int maxNum = 0;

string dataSource = server;

string tableView = “Filtered” + entity;

string organizatioName = orgName ;

string databaseName = organizatioName + “_MSCRM”;

string sqlQuery = @” SETUSER ‘”+domain +“\\”+ authUser + “‘ select max(new_uniqueid) from “ + tableView ;

WriteLog(entity , “On Create”, “INFO”, “DatabaseServer :” + dataSource);

WriteLog(entity, “On Create”, “INFO”, “Sql Query :” + sqlQuery);

try

{

SqlConnection connection = new SqlConnection(“Data Source=” + dataSource + “;Initial Catalog=” + databaseName + “;Integrated Security=SSPI; Pooling=false”);

SqlCommand cmd = new SqlCommand(sqlQuery, connection);

connection.Open();

if (cmd.ExecuteScalar().ToString() != “”)

{

maxNum = Convert.ToInt32(cmd.ExecuteScalar());

}

connection.Close();

connection.Dispose();

if (maxNum > 0)

{

maxNum++;

}

else

{

maxNum = 1;

}

}

catch (SqlException sqlex)

{

WriteLog(entity, “On Create”, “ERROR”, sqlex);

maxNum =0;

}

return maxNum;

}

private string FormattedUniqueNumber(int num, string entity)

{

string finalUniqueNo=string.Empty;

try

{

DateTime currentDate = DateTime.Now;

string getMonth = currentDate.ToString(“MMM”).ToUpper();

string getYear = currentDate.Year.ToString().Substring(2, 2);

string numWithPad = num.ToString().PadLeft(leftPad, ‘0’);

string entiyName = entity.Substring(0, 2).ToUpper();

finalUniqueNo = entiyName + “/” + getMonth + getYear + “/” + numWithPad;

WriteLog(entity, “On Create”, “INFO”, “Unique ID=” + finalUniqueNo);

return finalUniqueNo;

}

catch (Exception ex)

{

WriteLog(entity, “On Create”, “ERROR”, ex.Message);

return finalUniqueNo;

}

}

private static void WriteLog(string Entity, string EventName, string MessageType, SoapException ex)

{

try

{

string lstrMessage;

TextWriter log = TextWriter.Synchronized(File.AppendText(logPath));

lstrMessage = Entity + ” | “ + EventName + ” | “ + MessageType + ” | “ + System.DateTime.Now.ToString () + ” | “ + ex.Detail.InnerXml;

log.WriteLine(lstrMessage);

log.Close();

}

catch (Exception ex1)

{

throw ex1;

}

}

private static void WriteLog(string Entity, string EventName, string MessageType, string Message)

{

try

{

string lstrMessage;

TextWriter log = TextWriter.Synchronized(File.AppendText(logPath));

lstrMessage = Entity + ” | “ + EventName + ” | “ + MessageType + ” | “ + System.DateTime.Now.ToString () + ” | “ + Message ;

log.WriteLine(lstrMessage );

log.Close();

}

catch (Exception ex)

{

throw ex;

}

}

private static void WriteLog(string Entity, string EventName, string MessageType, SqlException Message)

{

try

{

string lstrMessage;

TextWriter log = TextWriter.Synchronized(File.AppendText(logPath));

lstrMessage = Entity + ” | “ + EventName + ” | “ + MessageType + ” | “ + System.DateTime.Now.ToString() + ” | “ + Message ;

log.WriteLine(lstrMessage);

log.Close();

}

catch (Exception ex)

{

throw ex;

}

}

}

}

Now Register the Plug-In for any entity on PostCreate event.It will give the AutoNuber in this format(OP/DEC08/0000000001) I.e (first two character of Entity name/three character of current month+ two digit of current year/number with padding(10 digit but customizable))

Don’t forget to pass configuration string when registering Plug-In in Secure Configuration Field in this format

<Config><Database>Machine Name of Database</Database><Domain>Domain Name</Domain><AuthUser>Authenticated User of CRM on behalf of that query will be executed</AuthUser><Padding>number of character for padding </Padding><UniqueNumber>new_uniqueid</UniqueNumber><Id>new_id</Id><LogPath> Log path as D:\CRM\Logs\CrmLog.txt</LogPath></Config>