Blog Archives

Changing parent BU removes security roles assigned to the users of that BU – Issue fixed in CRM 2015

There was a strange issue in CRM 2011 where the security roles of users part of a BU get removed when the BU’s parent BU is changed. This issue seems like fixed by Microsoft in CRM 2013 RU2 and we do not see that issue in CRM 2015 either.

 

If you are still using CRM 2011 and are affected with this issue, a work around would be to reassign the security roles through custom code or from UI after the parent BU change.

Through Code:

<pre>// Associate the user with the role.
        if (_roleId != Guid.Empty && _userId != Guid.Empty)
        {
            _serviceProxy.Associate(
                        "systemuser",
                        _userId,
                        new Relationship("systemuserroles_association"),
                        new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) });

            Console.WriteLine("Role is associated with the user.");
        }</pre>
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How to send HTML content in email in CRM 2011

This post covers how to send html content in an email from CRM 2011.

Steps to follow:

1. Create a .html page with the html content that you need to include in your email and open it in a browser
2. Create a new email template in CRM 2011 and copy paste the html content from the browser to the message area in the Email Template

3. Save the Email Template

4. Create a new email and insert the Email Template which you just created with the required HTML content. When you write the C# code to create the email, just use the same Email template.

Windows 8 and Microsoft Dynamics CRM: Shaping the Future of CRM Applications

During the Microsoft Dynamics Convergence conference last month, Microsoft gave us a preview of what is coming in future CRM releases.  One exciting design theme that will be started in the “R9” (Q4 2012) and continue with future CRM releases is the Metro design and ability to merge in nicely with Windows 8.  Three major principles of the metro design fit right into the concepts that make a great CRM:

1.  Delight, don’t disrupt

Easy to use and adopt

Bring people and teams together

2.  Give versus Get

Notifications and actions

Exploration and insights

3.  Purposed Experiences

Contextual and meaningful applications

Across screens, devices, and applications

The Metro design is sure to carry over very well with Microsoft Dynamics CRM design concepts.  CRM is an ideal business application to take advantage of the Windows 8 tiled layout and push content to the tiled application page.  Also the uniform layout across device types will be easy for business users to pick up any device type and quickly be productive.  The layout that was previewed was very clean and crisp; that is sure to delight business users looking to not sort through mounds of information.

Giving users the ability to easily see information in “tiles” on their start page will be a great advantage over other CRM platforms.  Having the ability to see this information without needing to fully log into a CRM application is one of the top requests we receive from customers.  Here is a sneak peek of some CRM and Dynamics concept screens that were shared at Convergence.

Windows View of CRMWindows View - CRMWindows View - CRM Dashboards

Microsoft Dynamics CRM Cross Browser Update

Microsoft made an announcement on Tuesday at the eXtremeCRM 2012 Conference. Microsoft will be launching the much anticipated cross-browser compatible version of Dynamics CRM by the year’s end in what is now known as the “Polaris” release. It will be followed by the “Orion” release in the second quarter of 2013. This release will include the Microsoft Dynamics CRM browser compatibility, as well as an HTML5 interface and mobile apps to follow.

Here are a few of the highlights for Polaris (release 2012 Q4)

Cross-browser compatibility. This was delayed from a previous announcement in July 2012 due to quality issues. This will be available on-premises and online.
Flat, process-driven User Interface (UI) and there will be fewer pop-up windows
Deeper integration with Microsoft technologies. For example, Bing map integration will ship out of the box with CRM.
Click-to-Call. Deeper integration with Lync and Skype!

It’s great to see the news in black and white as the momentum starts to build up for this much anticipated release. Stay tuned for more announcements as the Polaris release nears!

How to Create a Simple Webpage Leveraging The CRM 2011 IOrganizationService Web Service

Scenario:

The CRM users need the ability to add contacts into the CRM system without using the main CRM application. They would like a simple data entry website with minimal fields. To accomplish this, we will develop an asp.net website that connects to the CRM 2011 platform using the IOrganizationService Web Service. The custom website will allow the user to specify the contact name, email address, and phone number. When the submit button is pressed on the page it will automatically create the contact record within CRM.

 

Requirements:

  • Visual Studio 2010
  • CRM 2011 SDK

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69

Create a Custom Web Site

Step by Step

1.        Create a new Web Site:

a.       Open Visual Studio 2010 to create a new web site.

b.       Click File | New | Web Site.

c.        Under Installed Templates, click Visual C# and choose ASP .NET Empty Web Site. Name the project “CRMContactDataEntry”. Click OK. Read the rest of this entry

Change the display text in a lookup in CRM 2011

The following function enables you to change display value of a lookup in MS CRM. In the example below we have a custom entity to register multiple roles/relationships between accounts and contacts. Obviously, one contact can work for multiple accounts at any time or become a member of a society or association. Read the rest of this entry

A must read blog post on CRM 2011 new features :Courtesy – Dynamicsexchange

Hello guys, I was going through CRM sites and got to see this amazing blog post in dynamicsexchange. This will be useful for those who are new to CRM 2011 and want to know the basics UI customization.

 

Here is the url: http://www.dynamicsexchange.com/CRM-2011/CRM-2011-Technical-Review.aspx

Kudos to the author for the effort!

New in CRM 2011: Connections

 

A new feature in CRM 2011 is the possibility of creating connections. Connections are a free form of relationships between records that can be used to connect any type of record to any other type of record. In this sense, connections are a bit like the customer relations in CRM 4.0, except that customer relations where limited to contacts, accounts and opportunities.

Connecting records ‘to me’ Read the rest of this entry

List of changes in JavaScript usage in CRM 4.0 and CRM 2011

When working with CRM2011 Java script you will found many difference about syntax/methods between CRM2011 and CRM4.0 Please check some of the comparisons as listed. Please click on the Image below to enlarge view. hats off to the original post contributor. Read the rest of this entry

List of changes in plugin development in CRM 4.0 and CRM 2011

There are not much changes in terms of plugins. there are few changes like instead of using DynamicEntity class we have to use the Entity class. the five major changes are :

1. The IPlugin now resides in Microsoft.Xrm.Sdk namespace instead of Microsoft.Crm.Sdk

public class ClassName : Microsoft.Crm.Sdk.IPlugin
public class ClassName : Microsoft.Xrm.Sdk.IPlugin Read the rest of this entry