Dynamics 365 V9.0 – First Look. It is here..

Dynamics 365 V9.0 MutliSelect Optionset is here say goodbye to custom HTML MutliSelect Optionsets

CRMIndian.com

Finally, the expected next version of Dynamics 365, V9.0 is available from today. I’ve been so excited about the V9.0 new features and finally got a chance to play with it today.

I have been playing around with the entities, grids, new controls, settings etc. This will be the first blog post of this ‘First Look’ series, I have added the things I found interesting in the new version so far, I will be writing more about the features of V9.0 in next posts.

Unified Interface:

Alright, let’s start with the Unified Interface (UI) introduced, the UI looks pretty clean and organized now with the borders for the containers, word wraps, etc.

As mentioned in the below image,

1. Unnecessary white spaces are reduced.
2. Word wrap, borders for the containers – it gives a clean look
3. Empty fields have a pretext line now.
4. Social pane has a bold look now (I’m…

View original post 269 more words

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Plugin Input paramerts!!!

Whenever I get a  requirement for a new plugin, the first thing I will be doing is to analyze the information I derive from  IPluginExecutionContext interface and the input parameters. IPluginExecutionContext interface  Contains information that describes the run-time environment that the plug-in is executing in.

Chances to forget these values are high, hence I post these values here for a quick reference and will be helpful for someone who doesn’t have the time to search these details in the SDK 🙂

Following are IpluginExecutinContext Properties.

Name	Description
BusinessUnitId	Gets the GUID of the business unit that the user making the request, also known as the calling user, belongs to.(Inherited from IExecutionContext.)
CorrelationId	Gets the GUID for tracking plug-in or custom workflow activity execution. (Inherited from IExecutionContext.)
Depth	Gets the current depth of execution in the call stack.(Inherited from IExecutionContext.)
InitiatingUserId	Gets the GUID of the system user account under which the current pipeline is executing.(Inherited from IExecutionContext.)
InputParameters	Gets the parameters of the request message that triggered the event that caused the plug-in to execute.(Inherited from IExecutionContext.)
IsExecutingOffline	Gets whether the plug-in is executing from the Microsoft Dynamics 365 for Microsoft Office Outlook with Offline Access client while it is offline. (Inherited from IExecutionContext.)
IsInTransaction	Gets a value indicating if the plug-in is executing within the database transaction.(Inherited from IExecutionContext.)
IsOfflinePlayback	Gets a value indicating if the plug-in is executing as a result of the Microsoft Dynamics 365 for Microsoft Office Outlook with Offline Access client transitioning from offline to online and synchronizing with the Microsoft Dynamics 365 server.(Inherited from IExecutionContext.)
IsolationMode	Gets a value indicating if the plug-in is executing in the sandbox.(Inherited from IExecutionContext.)
MessageName	Gets the name of the Web service message that is being processed by the event execution pipeline.(Inherited from IExecutionContext.)
Mode	Gets the mode of plug-in execution.(Inherited from IExecutionContext.)
OperationCreatedOn	Gets the date and time that the related System Job was created.(Inherited from IExecutionContext.)
OperationId	Gets the GUID of the related System Job.(Inherited from IExecutionContext.)
OrganizationId	Gets the GUID of the organization that the entity belongs to and the plug-in executes under.(Inherited from IExecutionContext.)
OrganizationName	Gets the unique name of the organization that the entity currently being processed belongs to and the plug-in executes under.(Inherited from IExecutionContext.)
OutputParameters	Gets the parameters of the response message after the core platform operation has completed.(Inherited from IExecutionContext.)
OwningExtension	Gets a reference to the related SdkMessageProcessingingStep or ServiceEndpoint.(Inherited from IExecutionContext.)
ParentContext	Gets the execution context from the parent pipeline operation.
PostEntityImages	Gets the properties of the primary entity after the core platform operation has been completed.(Inherited from IExecutionContext.)
PreEntityImages	Gets the properties of the primary entity before the core platform operation has begins.(Inherited from IExecutionContext.)
PrimaryEntityId	Gets the GUID of the primary entity for which the pipeline is processing events.(Inherited from IExecutionContext.)
PrimaryEntityName	Gets the name of the primary entity for which the pipeline is processing events.(Inherited from IExecutionContext.)
RequestId	Gets the GUID of the request being processed by the event execution pipeline.(Inherited from IExecutionContext.)
SecondaryEntityName	Gets the name of the secondary entity that has a relationship with the primary entity.(Inherited from IExecutionContext.)
SharedVariables	Gets the custom properties that are shared between plug-ins.(Inherited from IExecutionContext.)
Stage	Gets the stage in the execution pipeline that a synchronous plug-in is registered for.
UserId	Gets the GUID of the system user for whom the plug-in invokes web service methods on behalf of.(Inherited from IExecutionContext.)

Following  are input parameter keys for common plugin messages.

Create

Update

Assign

Delete

I have included only the common messages, as it could run out to be very lengthy if I include parameter details for all the messages. You can use the dubugger to see the keys for other messages.

Hope this helps 🙂

 

{New Utility} Record Privilege Checker for Dynamics CRM

Record Privilege Checker for Dynamics CRM

Debajit's Dynamic CRM Blog

Recently I had a requirement where our client’s support and maintenance team wanted a feature through which they can view the privileges for a record for all active users in the system. Ok, let me take a moment to explain here.

Suppose the support team wants to run a regular security check and identify what privilege does a specific user have on specific account records. You might be thinking that is that this hard? After all we can go to the user and identify the security roles of the user. And then determine what access privilege does the security role have on the account

Simple isn’t it? Well it is not. And specially with CRM 2016, a user might end up getting a specific privilege on record through any of the following.

• Security roles
• Sharing
• Access teams
• Owner team association
• Hierarchical relationship.

It can be really complex depending on how…

View original post 295 more words

Microsoft Dynamics CRM is behaving weird!!! (Common troubleshooting tips)

Sometimes your on-premise CRM system will show, some weird behaviors like workflows are not executing / plugins are not working / data imports are failing without any data issues etc…

I have faced certain issues like the entire system is not working , system will  show error messages without any logs, the only message it  displays is “an error has occurred”.

Following are the common issues you can check in such situations.

Ensure CRM Asynchronous services are running

From the server Administrative Tools select Services, and if the CRM Asynchronous services are not running ensure to start the services (if the Asynchronous  services are not running CRM will stop working).

Ensure CRM Sandbox services are running

From the server Administrative Tools select Services, and if the CRM Sandbox services are not running ,please start the services. If the Sandbox services are not running CRM will stop working or the normal system jobs will fail without showing any valid errors .

Check IIS

Ensure the following in IIS

CRM application pool and CRM  website are up. Try browsing the CRM website from IIS.

Make sure your SQL server and Reporting services are up

Ensure your local machine time is in sync with the server time 

This may sound funny but trust me this simple point can save your many productive hours.

Recently my system failed to  perform certain operations and I wasn’t able to connect the Xrm tools too. When I debugged I got the keyword “past time” , then I identified that the server time was different from my local machine.

If you have tried all the above steps and still you are not able to identify the issue,please check the server event viewer this may give you some details regarding the failure.

Hope this helps!!!…  🙂

 

 

 

 

 

On demand backups for CRM Online instance

With on demand backups, you can make your own backup before making some significant customization change or applying a version update.

About CRM managed on demand backups:

• You can back up Production and Sandbox instances.
• You can only restore to a Sandbox instance. To restore to a Production instance, first switch it to a Sandbox instance. See Switch an instance.
• Only CRM Online 2016 Update 1 or later versions are supported for backup.
• On demand backups are retained for up to three days. Check your expiration date.
• On demand backups are identified as created by someone other than System and by the presence of Edit | Delete | Restore in the details section. System backups only have Restore.

Configure SLA for Custom Entities

In previous releases, you could create SLAs only for case records. With CRM Online 2016 Update 1 and CRM 2016 SP1, you can now create enhanced SLAs for entities that are enabled for SLA. A system administrator or customizer can enable SLAs for the following entities and also for custom entities and custom activities:

• Account
• Contact
• Order
• Invoice
• Quote
• Opportunity
• Lead
• All activity entities like email, phone, and appointment except recurring appointment and its instances.

 

To enable SLA for custom entities you can select Enable for SLA option in the entity.

once the entity is published you can configure SLA using the same steps we used for case, system will ask for the related entity at the time of SLA creation  .

Please note that only enhanced SLA is available for custom entities , standard SLA can be used only with case entity.

To create see how to configure SLA please follow the link :Define SLA

To add a timer control to the form please follow : Add Timer

Hope this was helpful……..

 

 

WEB API- Part 6 : Create record

Create record using WEB API 

Following code shows how to create an Account record using WEB API and how to set different types of fields

function CreateAccount() {
 
    var serverURL = Xrm.Page.context.getClientUrl();
    var account = {};
    account["name"] = "New Account";
   
   
 //Set LookUp
    account["primarycontactid"] = {
        "firstname": "Sample",
        "lastname": "Contact"
    };// this will create new contact ,if you need to link an existing contact use the following
 //account["primarycontactid@odata.bind"]="/contacts(contactId)"; 
 
    //optionset
    account["companytype"] = 2;
    //two options
    account["donotemail"] = true;
    //number
    account["numberofemployees"] = 30;
 
    var req = new XMLHttpRequest();
    req.open("POST", serverURL + "/api/data/v8.0/accounts", true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function() {
        if (this.readyState == 4 /* complete */ ) {
            req.onreadystatechange = null;
            if (this.status == 204) {
                var NewAccount = this.getResponseHeader("OData-EntityId");
                var NewAccountId = NewAccount.substr(NewAccount.length - 38).substring(1, 37); 
                Xrm.Utility.openEntityForm("account", NewAccountId); //Open newly created account record
            } else {
                var error = JSON.parse(this.response).error;
                alert(error.message);
            }
        }
    };
    req.send(JSON.stringify(account));
}

 

Please note following code for setting an existing lookup value

 account["primarycontactid@odata.bind"]="/contacts(contactId)";

“contacts” is plural name for contact entity .

var NewAccount = this.getResponseHeader(“OData-EntityId”);  will give  you the newly created record…