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		<title>Interacting Silverlight with CRM Forms</title>
		<link>http://arvindcsit.wordpress.com/2011/12/27/interacting-silverlight-with-crm-forms/</link>
		<comments>http://arvindcsit.wordpress.com/2011/12/27/interacting-silverlight-with-crm-forms/#comments</comments>
		<pubDate>Tue, 27 Dec 2011 08:43:14 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[CRM 2011]]></category>
		<category><![CDATA[CRM5]]></category>
		<category><![CDATA[JScript]]></category>
		<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[CRM2011]]></category>
		<category><![CDATA[OData]]></category>
		<category><![CDATA[Silverlight]]></category>
		<category><![CDATA[Silverlight with CRM 2011]]></category>
		<category><![CDATA[WCF]]></category>
		<category><![CDATA[Xrm.Page]]></category>

		<guid isPermaLink="false">http://arvindcsit.wordpress.com/?p=409</guid>
		<description><![CDATA[Silverlight application can get a reference to the Xrm.Page Object instance using either of following approaches. 1. Using HTML bridge feature of Silverlight ScriptObject  xrm = (ScriptObject)HtmlPage.Window.GetProperty(“Xrm”); ScriptObject  page= (ScriptObject)xrm.GetProperty(“Page”); 2. Using Dynamic Language Runtime Using DLR you can utilize the dynamic language keywords which allow resolving method calls at runtime. dynamic  xrm = (ScriptObject)HtmlPage.Window.GetProperty(“Xrm”); [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=409&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p>Silverlight application can get a reference to the Xrm.Page Object instance using either of following approaches.</p>
<p>1. Using HTML bridge feature of Silverlight</p>
<p>ScriptObject  xrm = (ScriptObject)HtmlPage.Window.GetProperty(“Xrm”);</p>
<p>ScriptObject  page= (ScriptObject)xrm.GetProperty(“Page”);</p>
<p>2. Using Dynamic Language Runtime</p>
<p>Using DLR you can utilize the dynamic language keywords which allow resolving method calls at runtime.</p>
<p>dynamic  xrm = (ScriptObject)HtmlPage.Window.GetProperty(“Xrm”);</p>
<p>&nbsp;</p>
<p>Below is some important methods/property which is useful for Silverlight Application.</p>
<p><strong>1. Getting the current Theme:</strong> This is useful if you are trying to style your Silverlight content in a similar way the user will see the web client. Valid Values are Default, Office12Blue, and Office14Silver.</p>
<p>var theme= xrm.Page.context.getCurrentTheme();</p>
<p><strong>2.      </strong><strong>Getting Org Name:</strong></p>
<p>var orgName= xrm.Page.context.getOrgUniqueName();</p>
<p><strong>3.      </strong><strong>Getting the Server URL:</strong></p>
<p>var serverUrl = xrm.Page.context.getServerUrl();</p>
<p><strong>4.      </strong><strong>Getting the User ID:</strong></p>
<p>Knowing the user id that is working with the current page can be helpful when you need to do things like retrieve all the records that are owned by that person to present on the page.</p>
<p>&nbsp;</p>
<p>var  userID = xrm.Page.context.getUserId();</p>
<p><strong>5.      </strong><strong>Getting the user’s Role:</strong></p>
<p>var roles = xrm.Page.context.getUserRoles();</p>
<p><strong>6.      </strong><strong>Getting the entity logical Name:</strong></p>
<p>String entityname =xrm.Page.data.entity.getEntityName();</p>
<p><strong>7.      </strong><strong>Getting the Entity Id:</strong><br />
Guid entityID = xrm.Page.data.entity.getId();</p>
<p><strong>8.      </strong><strong>Checking if Entity is Dirty:</strong></p>
<p>By checking the dirty flag at the entity level you can quickly determine if there have been any changes to any of the fields. This doesn’t give you field level granularity you have to check each attribute if you need that.</p>
<p>bool isDirty = xrm.Page.data.entity.getIsDirty();</p>
<p><strong>9.      </strong><strong>Getting the Data as XML:</strong></p>
<p>Using this feature you can get a string that represents the XML that would be sent to the server when the record is saved. The XML contains only the fields which have been modified.</p>
<p>String dataXml = xrm.Page.data.entity.getDataXml();</p>
<p><strong>10.  </strong><strong>Saving Data to the Server:</strong></p>
<p>The save function allows you to simulate saving data to the CRM server just like if the user hit the save button in the ribbon.</p>
<p>Xrm.Page.data.entity.save()<br />
or<br />
Xrm.Page.data.entity.save(“saveandclose”)<br />
or<br />
Xrm.Page.data.entity.save(“saveandnew”)</p>
<p><strong>11.  </strong><strong>Working with the Entity Attributes</strong></p>
<p>You can get to the attributes on an entity via the Attributes collection. The different attribute types can have special methods that are only for their specific type.The following shows which methods each type of attribute currently has.</p>
<p><strong>All Attribute have these methods:</strong></p>
<p>addOnChange,fireOnChange, getAttributeType,getFormat,getInitialValue, getIsDirty, getName, getParent,getRequiredLevel, getSubmitMode, getUserPrivelege, getValue, removeOnChange, setRequiredLevel, setSubmitMode, and setValue</p>
<p><strong>Money,decimal,integer and double have these methods too:</strong></p>
<p>getMax, getMin, and getPrecision</p>
<p><strong>Boolean and Optioset attributes have these methods:</strong></p>
<p>getInitalValue</p>
<p><strong>Optionset attributes have these methods:</strong></p>
<p>getOption, getOptions, getSelectedOption, and getText</p>
<p>&nbsp;</p>
<p><strong>12.  </strong><strong>UI Methods:</strong></p>
<p>The UI methods are high level methods located at Xrm.page.ui and are the starting point for working with the UI controls. This is also the starting point for looking for Controls and Tabs.</p>
<p><strong>Refreshing the Ribbon:</strong></p>
<p>This method is beyond helpful if you are doing any enable/display rules that depends on values on the form. After the value is changed on the form you can use this method to force the ribbon to re-evaluate the data in the form so the ribbon is updated.</p>
<p>refreshRibbon();</p>
<p><strong>13.  </strong><strong>Working with Form Controls:</strong></p>
<p><strong>The following methods are on all controls:</strong></p>
<p>getControlType, getDisabled, getLabel, getName, getParent, setDisabled(all except web resources), setFocus, setLabel, and setVisible</p>
<p><strong>The following methods are specific to Lookups;</strong></p>
<p>addCustomeView, getDefaultView, and setDefaultView</p>
<p><strong>The following methods are specific to Option Sets</strong></p>
<p>adoption,clearOptions, and removeOption</p>
<p><strong>The following methods are specific to Web Resources:</strong></p>
<p>getData, getObject, setData, keep in mind the get/setData can only be used with Silverlight Web resources</p>
<p><strong>The Following methods are specific to IFrames:</strong></p>
<p>getSrc, setSrc, and getInitalUrl</p>
<p><strong>The following methods are specific to Subgrids:</strong></p>
<p>refresh</p>
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		<title>Differences between Data Migration and Data Import</title>
		<link>http://arvindcsit.wordpress.com/2010/12/08/differences-between-data-migration-and-data-import/</link>
		<comments>http://arvindcsit.wordpress.com/2010/12/08/differences-between-data-migration-and-data-import/#comments</comments>
		<pubDate>Wed, 08 Dec 2010 11:58:31 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[CRM 2011]]></category>
		<category><![CDATA[CRM5]]></category>
		<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[CRM]]></category>
		<category><![CDATA[Data Import]]></category>
		<category><![CDATA[Data Migration Manager]]></category>

		<guid isPermaLink="false">http://arvindcsit.wordpress.com/?p=332</guid>
		<description><![CDATA[As mentioned in CRM Sdk, below is the major differences between Data Migration and Data Import.﻿ Data migration and data import use common entity model and messages. However, there are some important differences in the feature sets of the two operations as shown in the following table. Feature Data Migration Data Import Import data into [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=332&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p>As mentioned in CRM Sdk, below is the major differences between Data Migration and Data Import.﻿</p>
<p>Data migration and data import use common entity model and messages. However, there are some important differences in the feature sets of the two operations as shown in the following table.</p>
<table border="1" cellpadding="0">
<tbody>
<tr>
<td width="46%" valign="top"><strong>Feature</strong></td>
<td width="27%" valign="top"><strong>Data Migration</strong></td>
<td width="27%" valign="top"><strong>Data Import</strong></td>
</tr>
<tr>
<td width="46%" valign="top">Import data into Microsoft Dynamics CRM</td>
<td width="27%" valign="top">Yes (Only the system administrator can migrate data in the offline mode.)</td>
<td width="27%" valign="top">Yes (All users who have appropriate permissions can import data.)</td>
</tr>
<tr>
<td width="46%" valign="top">Import data into custom entity types and attributes</td>
<td width="27%" valign="top">Yes</td>
<td width="27%" valign="top">Yes</td>
</tr>
<tr>
<td width="46%" valign="top">Use multiple source files that contain related data</td>
<td width="27%" valign="top">Yes</td>
<td width="27%" valign="top">No (You can only import one file at a time.)</td>
</tr>
<tr>
<td width="46%" valign="top">Assign entity instances to multiple users</td>
<td width="27%" valign="top">Yes</td>
<td width="27%" valign="top">No (All entity instances are assigned to one user.)</td>
</tr>
<tr>
<td width="46%" valign="top">Update existing entity instances</td>
<td width="27%" valign="top">No</td>
<td width="27%" valign="top">Yes</td>
</tr>
<tr>
<td width="46%" valign="top">Detect duplicates</td>
<td width="27%" valign="top">No (You can run duplicate detection after you migrate the data.)</td>
<td width="27%" valign="top">Yes</td>
</tr>
<tr>
<td width="46%" valign="top">Delete all entity instances associated with one job</td>
<td width="27%" valign="top">Yes (Use bulk delete feature.)</td>
<td width="27%" valign="top">Yes (Use bulk delete feature.)</td>
</tr>
<tr>
<td width="46%" valign="top">Automatically map data based on column headings in the source file</td>
<td width="27%" valign="top">No</td>
<td width="27%" valign="top">Yes</td>
</tr>
<tr>
<td width="46%" valign="top">Set the value of the <strong>createdon</strong> attribute for the entity from source data</td>
<td width="27%" valign="top">Yes</td>
<td width="27%" valign="top">No</td>
</tr>
<tr>
<td width="46%" valign="top">Customize Microsoft Dynamics CRM to match source data</td>
<td width="27%" valign="top">No (Custom entities and attributes can be created by Data Migration Manager.)</td>
<td width="27%" valign="top">No (Customization must be done before import.)</td>
</tr>
<tr>
<td width="46%" valign="top">Apply complex data transformation mapping</td>
<td width="27%" valign="top">Yes</td>
<td width="27%" valign="top">No</td>
</tr>
<tr>
<td width="46%" valign="top">Import state and status information</td>
<td width="27%" valign="top">Yes</td>
<td width="27%" valign="top">No</td>
</tr>
</tbody>
</table>
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		<title>Populate Lookup value on selection of another Lookup</title>
		<link>http://arvindcsit.wordpress.com/2010/12/08/populate-lookup-value-on-selection-of-another-lookup-2/</link>
		<comments>http://arvindcsit.wordpress.com/2010/12/08/populate-lookup-value-on-selection-of-another-lookup-2/#comments</comments>
		<pubDate>Wed, 08 Dec 2010 09:56:59 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[CRM 2011]]></category>
		<category><![CDATA[CRM5]]></category>
		<category><![CDATA[Lookup]]></category>
		<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[Ajax]]></category>
		<category><![CDATA[CRM]]></category>
		<category><![CDATA[Dynamics Lookup]]></category>
		<category><![CDATA[WebService]]></category>

		<guid isPermaLink="false">http://arvindcsit.wordpress.com/?p=319</guid>
		<description><![CDATA[ Step 1. Step 2. Step 3. ﻿﻿Let me explain the scenario… Suppose we have City Lookup on Lead entity and we want to populate Region (Lookup), State (Lookup) and Zone (Lookup) on selection of particular City from City Lookup. You need to write below code on OnChange event of City Lookup field. if(crmForm.all.new_cityid.DataValue !=null) { [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=319&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p> Step 1.</p>
<p><a href="http://arvindcsit.files.wordpress.com/2010/12/screen1.jpg"><img class="alignnone size-medium wp-image-323" title="City1" src="http://arvindcsit.files.wordpress.com/2010/12/screen1.jpg?w=300&#038;h=26" alt="" width="300" height="26" /></a><br />
Step 2.<br />
<a href="http://arvindcsit.files.wordpress.com/2010/12/screen2.jpg"><img class="alignnone size-medium wp-image-324" title="City2" src="http://arvindcsit.files.wordpress.com/2010/12/screen2.jpg?w=300&#038;h=50" alt="" width="300" height="50" /></a><br />
Step 3.<br />
<a href="http://arvindcsit.files.wordpress.com/2010/12/screen3.jpg"><img class="alignnone size-medium wp-image-322" title="City3" src="http://arvindcsit.files.wordpress.com/2010/12/screen3.jpg?w=300&#038;h=26" alt="" width="300" height="26" /></a></p>
<p>﻿﻿<span style="font-size:small;font-family:Arial;">Let me explain the scenario…</span></p>
<p><span style="font-size:small;font-family:Arial;">Suppose we have City Lookup on Lead entity and we want to populate Region (Lookup), State (Lookup) and Zone (Lookup) on selection of particular City from City Lookup. You need to write below code on OnChange event of City Lookup field.</span></p>
<p><span style="font-size:small;font-family:Arial;">if(crmForm.all.new_cityid.DataValue !=null)</span></p>
<p><span style="font-size:small;font-family:Arial;">{</span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    var citylookupValues = crmForm.all.new_cityid.DataValue;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    if(citylookupValues[0] !=null)</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    {</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        var cityID = citylookupValues[0].id;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        var regionID = GetAttributeValueFromID(&#8220;new_city&#8221;, cityID , &#8220;new_regionid&#8221;);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        var stateID = GetAttributeValueFromID(&#8220;new_city&#8221;, cityID , &#8220;new_stateid&#8221;);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        var zoneID = GetAttributeValueFromID(&#8220;new_region&#8221;, regionID , &#8220;new_zoneid&#8221;);    </span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        if(regionID != null)</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        {</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            //Create an array to set as the DataValue for the lookup control.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            var regionlookupData = new Array();</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            //Create an Object add to the array.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            var regionlookupItem= new Object();</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            //Set the id, typename, and name properties to the object.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            regionlookupItem.id = regionID;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            regionlookupItem.typename = &#8216;new_region&#8217;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            regionlookupItem.name = regionName;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            // Add the object to the array.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            regionlookupData[0] = regionlookupItem;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            // Set the value of the lookup field to the value of the array.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            crmForm.all.new_regionid.DataValue = regionlookupData;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            crmForm.all.new_regionid.ForceSubmit = true; </span></span></p>
<p><span style="font-size:small;font-family:Arial;"> </span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        }</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        if(stateID != null)</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        {</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            //Create an array to set as the DataValue for the lookup control.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            var statelookupData = new Array();</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            //Create an Object add to the array.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            var statelookupItem = new Object();</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            //Set the id, typename, and name properties to the object.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            statelookupItem.id = stateID;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            statelookupItem.typename = &#8216;new_state&#8217;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            statelookupItem.name = stateName;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            // Add the object to the array.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            statelookupData[0] = statelookupItem;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            // Set the value of the lookup field to the value of the array.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            crmForm.all.new_stateid.DataValue = statelookupData;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            crmForm.all.new_stateid.ForceSubmit = true;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        }</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        if(zoneID != null)</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        {</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            var zoneName = GetAttributeValueFromID(&#8220;new_zone&#8221;, zoneID, &#8220;new_name&#8221;);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            //Create an array to set as the DataValue for the lookup control.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            var zonelookupData = new Array();</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            //Create an Object add to the array.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            var zonelookupItem = new Object();</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            //Set the id, typename, and name properties to the object.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            zonelookupItem.id = zoneID;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            zonelookupItem.typename = &#8216;new_zone&#8217;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            zonelookupItem.name = zoneName;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            // Add the object to the array.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            zonelookupData[0] = zonelookupItem;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            // Set the value of the lookup field to the value of the array.</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            crmForm.all.new_zoneid.DataValue = zonelookupData;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">            crmForm.all.new_zoneid.ForceSubmit = true;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">        }</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">     }</span></span></p>
<p><span style="font-size:small;font-family:Arial;">}</span></p>
<p><span style="font-size:small;font-family:Arial;">else</span></p>
<p><span style="font-size:small;font-family:Arial;">{</span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">     crmForm.all.new_regionid.DataValue = null;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    crmForm.all.new_stateid.DataValue = null;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    crmForm.all.new_zoneid.DataValue = null;</span></span></p>
<p><span style="font-size:small;font-family:Arial;">}</span></p>
<p><span style="font-size:small;font-family:Arial;"> </span></p>
<p><span style="font-size:small;font-family:Arial;">function  GetAttributeValueFromID(sEntityName, sGUID, sAttributeName)</span></p>
<p><span style="font-size:small;font-family:Arial;">{</span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    /*</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    * sEntityName: the name of the CRM entity (account, etc.)</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    * whose attribute value wish to look up</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    * sGUID: string representation of the unique identifier of the specific object whose attrbuite value we wish to look up</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    * sAttributeName &#8211; the schema name of the attribute whose value we wish returned</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    */</span></span></p>
<p><span style="font-size:small;font-family:Arial;"> </span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    var sXml = &#8220;&#8221;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    //var oXmlHttp = new ActiveXObject(&#8220;Msxml2.XMLHTTP&#8221;);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    var oXmlHttp = new ActiveXObject(&#8220;Msxml2.XMLHTTP.6.0&#8243;);</span></span></p>
<p><span style="font-size:small;font-family:Arial;"> </span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    //var serverurl = &#8220;http://10.10.40.50:5555&#8243;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    var serverurl = &#8220;&#8221;;</span></span></p>
<p><span style="font-size:small;font-family:Arial;"> </span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    //set up the SOAP message</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8220;&lt;?xml version=\&#8221;1.0\&#8221; encoding=\&#8221;utf-8\&#8221; ?&gt;&#8221;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8220;&lt;soap:Envelope xmlns:soap=\&#8221;http://schemas.xmlsoap.org/soap/envelope/\&#8221;"</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8221; xmlns:xsi=\&#8221;http://www.w3.org/2001/XMLSchema-instance\&#8221;"</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8221; xmlns:xsd=\&#8221;http://www.w3.org/2001/XMLSchema\&#8221;&gt;&#8221;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8220;&lt;soap:Body&gt;&#8221;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8220;&lt;entityName xmlns=\&#8221;http://schemas.microsoft.com/crm/2006/WebServices\&#8221;&gt;&#8221; +</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sEntityName + &#8220;&lt;/entityName&gt;&#8221;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8220;&lt;id xmlns=\&#8221;http://schemas.microsoft.com/crm/2006/WebServices\&#8221;&gt;&#8221; +</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sGUID + &#8220;&lt;/id&gt;&#8221;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8220;&lt;columnSet xmlns=\&#8221;http://schemas.microsoft.com/crm/2006/WebServices\&#8221;"</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8221; xmlns:q=\&#8221;http://schemas.microsoft.com/crm/2006/Query\&#8221;"</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8221; xsi:type=\&#8221;q:ColumnSet\&#8221;&gt;&lt;q:Attributes&gt;&lt;q:Attribute&gt;&#8221; +</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sAttributeName + &#8220;&lt;/q:Attribute&gt;&lt;/q:Attributes&gt;&lt;/columnSet&gt;&#8221;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8220;&lt;/soap:Body&gt;&#8221;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    sXml += &#8220;&lt;/soap:Envelope&gt;&#8221;;</span></span></p>
<p><span style="font-size:small;font-family:Arial;"> </span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    // send the message to the CRM Web service</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    oXmlHttp.Open(&#8220;POST&#8221;, serverurl +</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    &#8220;/MsCrmServices/2006/CrmService.asmx&#8221;,false);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    oXmlHttp.setRequestHeader(&#8220;SOAPAction&#8221;,</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    &#8220;http://schemas.microsoft.com/crm/2006/WebServices/Retrieve&#8221;);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    oXmlHttp.setRequestHeader(&#8220;Content-Type&#8221;, &#8220;text/xml; charset=utf-8&#8243;);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    oXmlHttp.setRequestHeader(&#8220;Content-Length&#8221;, sXml.length);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    oXmlHttp.send(sXml);</span></span></p>
<p><span style="font-size:small;font-family:Arial;"> </span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    // retrieve response and find attribute value</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    //var result = oXmlHttp.responseXML.selectSingleNode(&#8220;//&#8221; + sAttributeName);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    var result = oXmlHttp.responseXML.selectSingleNode(&#8220;//*[local-name()=\""+  sAttributeName +"\"]&#8220;);</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    if (result == null)</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    {</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    return &#8220;&#8221;;</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    }</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    else</span></span></p>
<p><span style="font-size:small;"><span style="font-family:Arial;">    return result.text;</span></span></p>
<p><span style="font-size:small;font-family:Arial;">}</span></p>
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		<title>How to get Security Roles of current/online user</title>
		<link>http://arvindcsit.wordpress.com/2010/11/27/how-to-security-roles-of-currentonline-user/</link>
		<comments>http://arvindcsit.wordpress.com/2010/11/27/how-to-security-roles-of-currentonline-user/#comments</comments>
		<pubDate>Fri, 26 Nov 2010 19:34:42 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[JScript]]></category>
		<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[CRM 4.0]]></category>
		<category><![CDATA[Current User Roles]]></category>
		<category><![CDATA[Hide Field]]></category>
		<category><![CDATA[Hide Tab]]></category>
		<category><![CDATA[Security Roles]]></category>

		<guid isPermaLink="false">http://arvindcsit.wordpress.com/?p=311</guid>
		<description><![CDATA[Below code shows how to get Security Roles of current User Using JScript which uses a RetrieveMultiple query &#8230; function GetCurrentUserRoles() { var xml = &#8220;&#8221; + &#8220;&#60;?xml version=\&#8221;1.0\&#8221; encoding=\&#8221;utf-8\&#8221;?&#62;&#8221; + &#8220;&#60;soap:Envelope xmlns:soap=\&#8221;" + &#8220;http://schemas.xmlsoap.org/soap/envelope/&#8221; + &#8220;\&#8221; xmlns:xsi=\&#8221;http://www.w3.org/2001/XMLSchema-instance\&#8221;" + &#8221; xmlns:xsd=\&#8221;http://www.w3.org/2001/XMLSchema\&#8221;&#62;&#8221; + GenerateAuthenticationHeader() + &#8221; &#60;soap:Body&#62;&#8221; + &#8221; &#60;RetrieveMultiple xmlns=\&#8221;" + &#8220;http://schemas.microsoft.com/crm/2007/WebServices\&#8221;&#62;&#8221; + &#8221; &#60;query [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=311&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p>Below code shows how to get Security Roles of current User Using JScript which uses a RetrieveMultiple query &#8230;</p>
<p>function GetCurrentUserRoles()<br />
{<br />
var xml = &#8220;&#8221; +</p>
<p>&#8220;&lt;?xml version=\&#8221;1.0\&#8221; encoding=\&#8221;utf-8\&#8221;?&gt;&#8221; +</p>
<p>&#8220;&lt;soap:Envelope xmlns:soap=\&#8221;" +</p>
<p>&#8220;http://schemas.xmlsoap.org/soap/envelope/&#8221; +</p>
<p>&#8220;\&#8221; xmlns:xsi=\&#8221;http://www.w3.org/2001/XMLSchema-instance\&#8221;" +</p>
<p>&#8221; xmlns:xsd=\&#8221;http://www.w3.org/2001/XMLSchema\&#8221;&gt;&#8221; +</p>
<p>GenerateAuthenticationHeader() +</p>
<p>&#8221; &lt;soap:Body&gt;&#8221; +</p>
<p>&#8221; &lt;RetrieveMultiple xmlns=\&#8221;" +</p>
<p>&#8220;http://schemas.microsoft.com/crm/2007/WebServices\&#8221;&gt;&#8221; +</p>
<p>&#8221; &lt;query xmlns:q1=\&#8221;" +</p>
<p>&#8220;http://schemas.microsoft.com/crm/2006/Query&#8221; +</p>
<p>&#8220;\&#8221; xsi:type=\&#8221;q1:QueryExpression\&#8221;&gt;&#8221; +</p>
<p>&#8221; &lt;q1:EntityName&gt;role&lt;/q1:EntityName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:ColumnSet xsi:type=\&#8221;q1:ColumnSet\&#8221;&gt;&#8221; +</p>
<p>&#8221; &lt;q1:Attributes&gt;&#8221; +</p>
<p>&#8221; &lt;q1:Attribute&gt;name&lt;/q1:Attribute&gt;&#8221; +</p>
<p>&#8221; &lt;/q1:Attributes&gt;&#8221; +</p>
<p>&#8221; &lt;/q1:ColumnSet&gt;&#8221; +</p>
<p>&#8221; &lt;q1:Distinct&gt;false&lt;/q1:Distinct&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkEntities&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkEntity&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkFromAttributeName&gt;roleid&lt;/q1:LinkFromAttributeName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkFromEntityName&gt;role&lt;/q1:LinkFromEntityName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkToEntityName&gt;systemuserroles&lt;/q1:LinkToEntityName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkToAttributeName&gt;roleid&lt;/q1:LinkToAttributeName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:JoinOperator&gt;Inner&lt;/q1:JoinOperator&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkEntities&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkEntity&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkFromAttributeName&gt;systemuserid&lt;/q1:LinkFromAttributeName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkFromEntityName&gt;systemuserroles&lt;/q1:LinkFromEntityName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkToEntityName&gt;systemuser&lt;/q1:LinkToEntityName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkToAttributeName&gt;systemuserid&lt;/q1:LinkToAttributeName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:JoinOperator&gt;Inner&lt;/q1:JoinOperator&gt;&#8221; +</p>
<p>&#8221; &lt;q1:LinkCriteria&gt;&#8221; +</p>
<p>&#8221; &lt;q1:FilterOperator&gt;And&lt;/q1:FilterOperator&gt;&#8221; +</p>
<p>&#8221; &lt;q1:Conditions&gt;&#8221; +</p>
<p>&#8221; &lt;q1:Condition&gt;&#8221; +</p>
<p>&#8221; &lt;q1:AttributeName&gt;systemuserid&lt;/q1:AttributeName&gt;&#8221; +</p>
<p>&#8221; &lt;q1:Operator&gt;EqualUserId&lt;/q1:Operator&gt;&#8221; +</p>
<p>&#8221; &lt;/q1:Condition&gt;&#8221; +</p>
<p>&#8221; &lt;/q1:Conditions&gt;&#8221; +</p>
<p>&#8221; &lt;/q1:LinkCriteria&gt;&#8221; +</p>
<p>&#8221; &lt;/q1:LinkEntity&gt;&#8221; +</p>
<p>&#8221; &lt;/q1:LinkEntities&gt;&#8221; +</p>
<p>&#8221; &lt;/q1:LinkEntity&gt;&#8221; +</p>
<p>&#8221; &lt;/q1:LinkEntities&gt;&#8221; +</p>
<p>&#8221; &lt;/query&gt;&#8221; +</p>
<p>&#8221; &lt;/RetrieveMultiple&gt;&#8221; +</p>
<p>&#8221; &lt;/soap:Body&gt;&#8221; +</p>
<p>&#8220;&lt;/soap:Envelope&gt;&#8221; +</p>
<p>&#8220;&#8221;;</p>
<p>var xmlHttpRequest = new ActiveXObject(&#8220;Msxml2.XMLHTTP&#8221;);</p>
<p>xmlHttpRequest.Open(&#8220;POST&#8221;, &#8220;/mscrmservices/2007/CrmService.asmx&#8221;, false);</p>
<p>xmlHttpRequest.setRequestHeader(&#8220;SOAPAction&#8221;,</p>
<p>&#8221; http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple&#8221;);</p>
<p>xmlHttpRequest.setRequestHeader(&#8220;Content-Type&#8221;, &#8220;text/xml; charset=utf-8&#8243;);</p>
<p>xmlHttpRequest.setRequestHeader(&#8220;Content-Length&#8221;, xml.length);</p>
<p>xmlHttpRequest.send(xml);</p>
<p>var resultXml = xmlHttpRequest.responseXML;</p>
<p>return(resultXml);</p>
<p>}</p>
<p>For Complete Source Code for hiding tab/field based on Security Role Please Visit.</p>
<p><a href="http://mscrmblogger.com/2009/09/30/hide-fields-or-tabs-by-role-with-javascript/" target="_blank">Jimmy Wang’s version</a>.</p>
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		<title>Plug-ins vs. Workflows in Microsoft Dynamics CRM</title>
		<link>http://arvindcsit.wordpress.com/2010/10/29/plug-ins-vs-workflows-in-microsoft-dynamics-crm/</link>
		<comments>http://arvindcsit.wordpress.com/2010/10/29/plug-ins-vs-workflows-in-microsoft-dynamics-crm/#comments</comments>
		<pubDate>Thu, 28 Oct 2010 19:38:19 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[Plug-In]]></category>
		<category><![CDATA[Plug-Ins]]></category>
		<category><![CDATA[Workflow]]></category>

		<guid isPermaLink="false">http://arvindcsit.wordpress.com/?p=306</guid>
		<description><![CDATA[   Both workflows and plug-ins can attach to exactly the same events. Well, plug-ins have available a couple of more events but essentially both work on top of the same event model.Remember also that workflows always run asynchronous and hence, the Asynchronous Processing Service must be running on the server in order to run. Workflows [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=306&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p> <br />
<strong> Both workflows and plug-ins can attach to exactly the same events</strong>. Well, plug-ins have available a couple of more events but essentially both work on top of the same event model.Remember also that <strong>workflows always run asynchronous</strong> and hence, <strong>the Asynchronous Processing Service must be running on the server in order to run.</strong></p>
<p>Workflows are more suitable if:</p>
<ul>
<li>you want to achieve simple tasks faster, such as sending an e-mail or creating / updating assigning records. These actions can be set up very quickly with a workflow without any need of writing code.</li>
<li>you want to easily scale things to managers (if they were setup for user records), as it is possible to assign records to them.</li>
<li>you want to allow an advanced user to make changes to logic. As using the integrated workflow designer is user-friendly, an advanced user would be able to edit an existing workflow and change some rules according to business changes.</li>
<li>the logic should be available to be run on demand. I mean, when you are within an entity and navigates to “workflows” option in the left pane, all workflows marked as <em>available to run on demand</em> can be executed making them independent of an event trigger.</li>
<li>you want to send emails making use of templates and attaching files.</li>
</ul>
<p>Workflows also allow running <strong>child workflows</strong> which may make a lot of sense in some scenarios. Nevertheless, be careful if you need the child workflow results in order to make decisions on your main workflow, as <strong>child workflows always run asynchronous</strong>, which means that it will trigger the child workflow and continue. If you need your primary workflow to wait until child ends, you will need to write a custom activity.</p>
<p>On the other hand, plug-ins are more suitable if:</p>
<ul>
<li>you need to manipulate data before is saved.</li>
<li>you need to make validations before submitting the operation.</li>
<li>you want to be able to cancel an operation based on your validations.</li>
<li>immediate response to the user is needed.</li>
<li>you need retrieve values and/or take actions after operation has been completed (i.e. getting and autogenerated id)</li>
</ul>
<p><strong>It is important to note that since Dynamics CRM 4, plug-ins can also be configured to run asynchronous</strong> (<em>Mode</em> attribute while registering plug-in). Nevertheless, <strong>pre-event asynchronous plug-ins are not supported</strong>. In this case, you will have to set it up as synchronous mode.</p>
<p>Another important thing about plug-ins is the <em>Deployment</em> option which says if the plug-in is going to be executed on the server and/or Outlook client<strong>. If both executions are set up and client goes offline and online, plug-in calls are triggered after synchronization so be prepared in this case to execute your code twice!</strong></p>
<p>Regarding to security:</p>
<ul>
<li>Workflows triggered automatically will run under the security context of the workflow owner. On the contrary, if executed on demand, the security context of the user who executed the workflow will be used.</li>
<li>Plug-ins execute under the security context of the CRM Web application pool identity (typically NETWORK SERVICE). As this account typically maps to generic CRM SYSTEM user this typically works fine.</li>
</ul>
<p>However, within plug-ins you can make use of impersonation to work under the credentials of the user who is making the request. For doing so, you just need to pass <em>True</em> to the <em>CreatCrmService</em> method under the <em>context</em> object.If you need to always impersonate with a specific user, you can do that by passing <em>True</em> as above and setting <em>impersonatinguserid</em> attribute while registering the plug-in.<strong>It is important to know that plug-in impersonation does not work offline</strong>. The logged on user credentials are always used in this case.</p>
<p>Some other important url for reference are..<br />
<a href="http://msdn.microsoft.com/en-us/library/dd393303.aspx">http://msdn.microsoft.com/en-us/library/dd393303.aspx</a><br />
<a href="http://blogs.msdn.com/lezamax/archive/2008/04/02/plug-in-or-workflow.aspx">http://blogs.msdn.com/lezamax/archive/2008/04/02/plug-in-or-workflow.aspx</a>.<br />
Hope it helps..</p>
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		<title>Mail Merge Using Microsoft Dynamics CRM 4.0 and Microsoft Office Word</title>
		<link>http://arvindcsit.wordpress.com/2010/10/29/mail-merge-using-microsoft-dynamics-crm-4-0-and-microsoft-office-word/</link>
		<comments>http://arvindcsit.wordpress.com/2010/10/29/mail-merge-using-microsoft-dynamics-crm-4-0-and-microsoft-office-word/#comments</comments>
		<pubDate>Thu, 28 Oct 2010 19:13:07 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[SiteMap]]></category>
		<category><![CDATA[Mail Merge]]></category>
		<category><![CDATA[Microsoft Office Word]]></category>

		<guid isPermaLink="false">http://arvindcsit.wordpress.com/?p=303</guid>
		<description><![CDATA[How to do a mail merge from Microsoft Outlook, using Dynamics CRM data and Microsoft Office Word. Outlook and Word version 2007 shown in this video via Mail Merge Using Microsoft Dynamics CRM 4.0 and Microsoft Office Word.<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=303&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p>How to do a mail merge from Microsoft Outlook, using Dynamics CRM data and Microsoft Office Word. Outlook and Word version 2007 shown in this video</p>
<p>via <a href="http://crmguru.wapple.in/post/Mail-Merge-Using-Microsoft-Dynamics-CRM-40-and-Microsoft-Office-Word.aspx">Mail Merge Using Microsoft Dynamics CRM 4.0 and Microsoft Office Word</a>.</p>
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		<title>Update Rollup 13 for Microsoft Dynamics CRM 4.0</title>
		<link>http://arvindcsit.wordpress.com/2010/09/30/update-rollup-13-for-microsoft-dynamics-crm-4-0/</link>
		<comments>http://arvindcsit.wordpress.com/2010/09/30/update-rollup-13-for-microsoft-dynamics-crm-4-0/#comments</comments>
		<pubDate>Thu, 30 Sep 2010 07:06:21 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[CRM 4.0]]></category>
		<category><![CDATA[Rollup Update]]></category>
		<category><![CDATA[Rollup Update 13]]></category>

		<guid isPermaLink="false">http://arvindcsit.wordpress.com/?p=297</guid>
		<description><![CDATA[Update Rollup 13 for Microsoft Dynamics CRM 4.0 http://blogs.msdn.com/b/crm/archive/2010/09/23/update-rollup-13-for-microsoft-dynamics-crm-4-0.aspx<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=297&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p>Update Rollup 13 for Microsoft Dynamics CRM 4.0</p>
<p><a href="http://blogs.msdn.com/b/crm/archive/2010/09/23/update-rollup-13-for-microsoft-dynamics-crm-4-0.aspx">http://blogs.msdn.com/b/crm/archive/2010/09/23/update-rollup-13-for-microsoft-dynamics-crm-4-0.aspx</a></p>
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		<title>What&#8217;s new in Microsoft Dynamics CRM 2011?</title>
		<link>http://arvindcsit.wordpress.com/2010/09/10/whats-new-in-microsoft-dynamics-crm-2011/</link>
		<comments>http://arvindcsit.wordpress.com/2010/09/10/whats-new-in-microsoft-dynamics-crm-2011/#comments</comments>
		<pubDate>Fri, 10 Sep 2010 08:21:09 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[CRM 2011]]></category>
		<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[CRM 5]]></category>
		<category><![CDATA[CRM5]]></category>
		<category><![CDATA[New Feature in CRM 2011]]></category>
		<category><![CDATA[What's new in Microsoft Dynamics CRM 2011]]></category>

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		<description><![CDATA[1.) New application features Visualization. On demand graphical charts for many record types. Improved user interface that includes the Office Ribbon design and more streamlined forms. Connections. A new feature for establishing relationships between records. Recurring activities. Schedule activities, such as appointments, that repeat. Queue enhancements. Auditing. To enable record level auditing, go to System [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=290&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p><span style="color:#056cf9;"><strong>1.) </strong><strong>New application features</strong></span></p>
<ul>
<li>Visualization. On demand graphical charts for many      record types.</li>
<li>Improved user interface that includes the Office Ribbon      design and more streamlined forms.</li>
<li>Connections. A new feature for establishing      relationships between records.</li>
<li>Recurring activities. Schedule activities, such as      appointments, that repeat.</li>
<li>Queue enhancements.</li>
<li>Auditing. To enable record level auditing, go to System      Settings under Settings, click the Auditing tab, and then click Enable.</li>
<li>Field level security. Manage user and team permissions      to read, create, or write information in secured fields.</li>
<li>Solutions. Solutions are packages of software that you      can install or remove from your Microsoft Dynamics CRM organization.</li>
</ul>
<p><strong> </strong></p>
<hr size="1" noshade="noshade" /><strong> </strong></p>
<p><span style="color:#056cf9;"><strong>2.) </strong><strong>Sandbox Processing Service</strong></span></p>
<p>The Sandbox Processing Service server role enables an isolated environment to allow for the execution of custom code, such as plug-ins. This isolation reduces the possibility of custom code affecting the operation of the organizations in the Microsoft Dynamics CRM deployment.</p>
<hr size="1" noshade="noshade" /><span style="color:#056cf9;"><strong>3.) </strong><strong>Claims-based authentication support</strong></span></p>
<p>Using federation identity technology such as AD FS 2.0 (formerly known as “Geneva”), Microsoft Dynamics CRM supports claims-based authentication. This technology helps simplify access to applications and other systems by using an open and interoperable claims-based model that provides simplified user access and single sign-on to applications on-premises, cloud-based, and even across organizations. For more information about the claims-based authentication model, see <a href="http://go.microsoft.com/fwlink/?LinkID=188371" target="_blank">Identity and Access Management</a>.</p>
<hr size="1" noshade="noshade" /><span style="color:#056cf9;"><strong>4.) </strong><strong>Add or remove a server role</strong></span></p>
<p>You can now install individual server roles by using the Microsoft Dynamics CRM Server Setup Wizard. Similarly, you can add a server role, or change or remove installed server roles from Programs and Features in Control Panel.</p>
<hr size="1" noshade="noshade" />
<h4><span style="color:#056cf9;">5.)    SharePoint documentation management</span></h4>
<p>SharePoint documentation management lets you view Microsoft Dynamics CRM data in Microsoft SharePoint. This is an optional feature that you can configure in the Settings area of the Microsoft Dynamics CRM Web application.</p>
<p><span style="color:#056cf9;">For More details, Please download CRM 2011 Implementation Guide from below link.</span></p>
<p><a href="http://www.microsoft.com/downloads/en/details.aspx?FamilyID=0c7dcc45-9d41-4e2e-8126-895517b4274c&amp;displayLang=en#SystemRequirements">http://www.microsoft.com/downloads/en/details.aspx?FamilyID=0c7dcc45-9d41-4e2e-8126-895517b4274c&amp;displayLang=en#SystemRequirements</a></p>
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		<title>Troubleshooting Microsoft CRM Asynchronous process jobs</title>
		<link>http://arvindcsit.wordpress.com/2010/09/10/troubleshooting-microsoft-crm-asynchronous-process-jobs/</link>
		<comments>http://arvindcsit.wordpress.com/2010/09/10/troubleshooting-microsoft-crm-asynchronous-process-jobs/#comments</comments>
		<pubDate>Fri, 10 Sep 2010 07:34:15 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[SQL]]></category>
		<category><![CDATA[Asynchronous]]></category>
		<category><![CDATA[Asynchronous Job types]]></category>
		<category><![CDATA[Asynchronous Jobs]]></category>
		<category><![CDATA[Troubleshooting Asynchronous Jobs]]></category>
		<category><![CDATA[Workflow]]></category>

		<guid isPermaLink="false">http://arvindcsit.wordpress.com/?p=285</guid>
		<description><![CDATA[1.       If any of the job’s status has changed from “Publishing” to “Unpublished”, most likely there are exceptions that caused the job to fail. a.       Run the SQL script to understand the cause USE Microsoft_MSCRM GO SELECT Name, ErrorCode, Message, * FROM AsyncOperation WHERE OperationType = 7 ORDER BY CompletedOn DESC Message column should contain [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=285&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p>1.       If any of the job’s status has changed from “Publishing” to “Unpublished”, most likely there are exceptions that caused the job to fail.</p>
<p>a.       Run the SQL script to understand the cause</p>
<p><span style="color:#000080;">USE Microsoft_MSCRM</span></p>
<p><span style="color:#000080;">GO</span></p>
<p><span style="color:#000080;">SELECT Name, ErrorCode, Message, *</span></p>
<p><span style="color:#000080;">FROM AsyncOperation</span></p>
<p><span style="color:#000080;">WHERE OperationType = 7</span></p>
<p><span style="color:#000080;">ORDER BY CompletedOn DESC</span></p>
<p>Message column should contain more descriptive message than what is displayed in the MS CRM UI.  If this still is unclear then</p>
<p>b.      Enable MS CRM Tracing by following instructions from the support link</p>
<p><a href="http://support.microsoft.com/kb/907490">http://support.microsoft.com/kb/907490</a></p>
<p>Create three registry keys</p>
<p><span style="color:#000080;">TraceEnabled = 1</span></p>
<p><span style="color:#000080;">TraceDirectory = &lt;CRM InstallPath&gt;\CRMTrace</span></p>
<p><span style="color:#000080;">TraceRefresh = 0</span></p>
<p>2.       Understanding how many records still needs to be processed per Duplicate Detection Rule</p>
<p>a.       MS CRM generates tables with random names to store match code.</p>
<p><span style="color:#000080;">USE Microsoft_MSCRM</span></p>
<p><span style="color:#000080;">GO</span></p>
<p><span style="color:#000080;">SELECT Name, MatchingEntityMatchCodeTable, *</span></p>
<p><span style="color:#000080;">FROM DuplicateRule</span></p>
<p><span style="color:#000080;">n  Example</span></p>
<p><span style="color:#000080;">SELECT COUNT(*)</span></p>
<p><span style="color:#000080;">FROM account</span></p>
<p><span style="color:#000080;">WHERE accountId NOT IN (SELECT ObjectId FROM &lt;MatchingEntityMatchCodeTable from Duplicate Rule table&gt;)</span></p>
<p>Similarly we can troubleshoot Microsoft CRM Workflows and other Asynchronous Jobs</p>
<p>Below are the list of Asynchronous Job types and there values</p>
<p>The <strong>AsyncOperationType</strong> class exposes the following members.</p>
<table border="1" cellpadding="0">
<tbody>
<tr>
<td width="42%" valign="top"><strong>Field</strong></td>
<td width="9%" valign="top"><strong>Value</strong></td>
<td width="49%" valign="top"><strong>Description</strong></td>
</tr>
<tr>
<td width="42%" valign="top">ActivityPropagation</td>
<td width="9%" valign="top">6</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">BulkDelete</td>
<td width="9%" valign="top">13</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">BulkDeleteChild</td>
<td width="9%" valign="top">23</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">BulkDetectDuplicates</td>
<td width="9%" valign="top">8</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">BulkEmail</td>
<td width="9%" valign="top">2</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">CalculateOrgMaxStorageSize</td>
<td width="9%" valign="top">22</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">CalculateOrgStorageSize</td>
<td width="9%" valign="top">18</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">CleanupInactiveWorkflowAssemblies</td>
<td width="9%" valign="top">32</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">CollectOrgDBStats</td>
<td width="9%" valign="top">19</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">CollectOrgSizeStats</td>
<td width="9%" valign="top">20</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">CollectOrgStats</td>
<td width="9%" valign="top">16</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">CollectSqmData</td>
<td width="9%" valign="top">9</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">DatabaseLogBackup</td>
<td width="9%" valign="top">26</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">DatabaseTuning</td>
<td width="9%" valign="top">21</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">DeletionService</td>
<td width="9%" valign="top">14</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">Event</td>
<td width="9%" valign="top">1</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">FullTextCatalogIndex</td>
<td width="9%" valign="top">25</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">Import</td>
<td width="9%" valign="top">5</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">ImportingFile</td>
<td width="9%" valign="top">17</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">IndexManagement</td>
<td width="9%" valign="top">15</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">Parse</td>
<td width="9%" valign="top">3</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">PersistMatchCode</td>
<td width="9%" valign="top">12</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">PublishDuplicateRule</td>
<td width="9%" valign="top">7</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">QuickCampaign</td>
<td width="9%" valign="top">11</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">ReindexAll</td>
<td width="9%" valign="top">30</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">ShrinkDatabase</td>
<td width="9%" valign="top">28</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">ShrinkLogFile</td>
<td width="9%" valign="top">29</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">StorageLimitNotification</td>
<td width="9%" valign="top">31</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">Transform</td>
<td width="9%" valign="top">4</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">UpdateContractStates</td>
<td width="9%" valign="top">27</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">UpdateStatisticIntervals</td>
<td width="9%" valign="top">24</td>
<td width="49%" valign="top"></td>
</tr>
<tr>
<td width="42%" valign="top">Workflow</td>
<td width="9%" valign="top">10</td>
<td width="49%" valign="top"></td>
</tr>
</tbody>
</table>
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		<title>Delete log and rebuild index of AsyncOperationBase and WorkflowLogBase table in Dynamics CRM using SQL Job</title>
		<link>http://arvindcsit.wordpress.com/2010/09/09/delete-log-and-rebuild-index-of-asyncoperationbase-and-workflowlogbase-table-in-dynamics-crm-using-sql-job/</link>
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		<pubDate>Thu, 09 Sep 2010 07:43:52 +0000</pubDate>
		<dc:creator>Arvind Singh</dc:creator>
				<category><![CDATA[Microsoft Dynamics CRM]]></category>
		<category><![CDATA[SQL]]></category>
		<category><![CDATA[AsyncOperationBase]]></category>
		<category><![CDATA[Delete log]]></category>
		<category><![CDATA[Microsoft]]></category>
		<category><![CDATA[RebuildIndex]]></category>
		<category><![CDATA[SQL Job]]></category>
		<category><![CDATA[WorkflowLogBase]]></category>

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		<description><![CDATA[USE [msdb] GO /****** Object:  Job [Async-CleanUP]    Script Date: 05/27/2010 12:36:09 ******/ BEGIN TRANSACTION DECLARE @ReturnCode INT SELECT @ReturnCode = 0 /****** Object:  JobCategory [[Uncategorized (Local)]]]    Script Date: 05/27/2010 12:36:09 ******/ IF NOT EXISTS (SELECT name FROM msdb.dbo.syscategories WHERE name=N&#8217;[Uncategorized (Local)]&#8216; AND category_class=1) BEGIN EXEC @ReturnCode = msdb.dbo.sp_add_category @class=N&#8217;JOB&#8217;, @type=N&#8217;LOCAL&#8217;, @name=N&#8217;[Uncategorized (Local)]&#8216; IF (@@ERROR &#60;&#62; [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=arvindcsit.wordpress.com&amp;blog=4258401&amp;post=278&amp;subd=arvindcsit&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p><span style="color:#000000;">USE [msdb]<br />
GO<br />
/****** Object:  Job [Async-CleanUP]    Script Date: 05/27/2010 12:36:09 ******/<br />
BEGIN TRANSACTION<br />
DECLARE @ReturnCode INT<br />
SELECT @ReturnCode = 0<br />
/****** Object:  JobCategory [[Uncategorized (Local)]]]    Script Date: 05/27/2010 12:36:09 ******/<br />
IF NOT EXISTS (SELECT name FROM msdb.dbo.syscategories WHERE name=N&#8217;[Uncategorized (Local)]&#8216; AND category_class=1)<br />
BEGIN<br />
EXEC @ReturnCode = msdb.dbo.sp_add_category @class=N&#8217;JOB&#8217;, @type=N&#8217;LOCAL&#8217;, @name=N&#8217;[Uncategorized (Local)]&#8216;<br />
IF (@@ERROR &lt;&gt; 0 OR @ReturnCode &lt;&gt; 0) GOTO QuitWithRollback</p>
<p>END</p>
<p>DECLARE @jobId BINARY(16)<br />
EXEC @ReturnCode =  msdb.dbo.sp_add_job @job_name=N&#8217;Async-CleanUP&#8217;,<br />
@enabled=1,<br />
@notify_level_eventlog=0,<br />
@notify_level_email=0,<br />
@notify_level_netsend=0,<br />
@notify_level_page=0,<br />
@delete_level=0,<br />
@description=N&#8217;No description available.&#8217;,<br />
@category_name=N&#8217;[Uncategorized (Local)]&#8216;,<br />
@owner_login_name=N&#8217;domain\username&#8217;, @job_id = @jobId OUTPUT<br />
IF (@@ERROR &lt;&gt; 0 OR @ReturnCode &lt;&gt; 0) GOTO QuitWithRollback<br />
/****** Object:  Step [Async-CleanUp-TSQL]    Script Date: 05/27/2010 12:36:09 ******/<br />
EXEC @ReturnCode = msdb.dbo.sp_add_jobstep @job_id=@jobId, @step_name=N&#8217;Async-CleanUp-TSQL&#8217;,<br />
@step_id=1,<br />
@cmdexec_success_code=0,<br />
@on_success_action=1,<br />
@on_success_step_id=0,<br />
@on_fail_action=2,<br />
@on_fail_step_id=0,<br />
@retry_attempts=0,<br />
@retry_interval=0,<br />
@os_run_priority=0, @subsystem=N&#8217;TSQL&#8217;,<br />
@command=N&#8217;IF EXISTS (SELECT name from sys.indexes<br />
WHERE name = N&#8221;CRM_AsyncOperation_CleanupCompleted&#8221;)<br />
DROP Index AsyncOperationBase.CRM_AsyncOperation_CleanupCompleted<br />
GO<br />
CREATE NONCLUSTERED INDEX CRM_AsyncOperation_CleanupCompleted<br />
ON [dbo].[AsyncOperationBase] ([StatusCode],[StateCode],[OperationType])<br />
GO<br />
declare @DeleteRowCount int<br />
Select @DeleteRowCount = 2000<br />
declare @DeletedAsyncRowsTable table (AsyncOperationId uniqueidentifier not null primary key)<br />
declare @continue int, @rowCount int<br />
select @continue = 1<br />
while (@continue = 1)<br />
begin<br />
begin tran<br />
insert into @DeletedAsyncRowsTable(AsyncOperationId)<br />
Select top (@DeleteRowCount) AsyncOperationId<br />
from AsyncOperationBase<br />
where OperationType in (1, 9, 12, 25, 27, 10) AND StateCode = 3 AND StatusCode in (30, 32)</p>
<p>Select @rowCount = 0<br />
Select @rowCount = count(*) from @DeletedAsyncRowsTable<br />
select @continue = case when @rowCount &lt;= 0 then 0 else 1 end</p>
<p>if (@continue = 1)<br />
begin<br />
delete WorkflowLogBase from WorkflowLogBase W, @DeletedAsyncRowsTable d<br />
where W.AsyncOperationId = d.AsyncOperationId</p>
<p>delete BulkDeleteFailureBase From BulkDeleteFailureBase B, @DeletedAsyncRowsTable d<br />
where B.AsyncOperationId = d.AsyncOperationId</p>
<p>delete AsyncOperationBase From AsyncOperationBase A, @DeletedAsyncRowsTable d<br />
where A.AsyncOperationId = d.AsyncOperationId</p>
<p>delete @DeletedAsyncRowsTable<br />
end</p>
<p>commit<br />
end<br />
&#8211;Drop the Index on AsyncOperationBase<br />
DROP INDEX AsyncOperationBase.CRM_AsyncOperation_CleanupCompleted</p>
<p>&#8211;rebuild index<br />
&#8211; Rebuild Indexes &amp; Update Statistics on AsyncOperationBase Table<br />
ALTER INDEX ALL ON AsyncOperationBase REBUILD WITH (FILLFACTOR = 80, ONLINE = OFF,SORT_IN_TEMPDB = ON, STATISTICS_NORECOMPUTE = OFF)<br />
GO<br />
&#8211; Rebuild Indexes &amp; Update Statistics on WorkflowLogBase Table<br />
ALTER INDEX ALL ON WorkflowLogBase REBUILD WITH (FILLFACTOR = 80, ONLINE = OFF,SORT_IN_TEMPDB = ON, STATISTICS_NORECOMPUTE = OFF)<br />
GO<br />
&#8216;,<br />
@database_name=N&#8217;&lt;Organization Name&gt;_MSCRM&#8217;,<br />
@flags=0<br />
IF (@@ERROR &lt;&gt; 0 OR @ReturnCode &lt;&gt; 0) GOTO QuitWithRollback<br />
EXEC @ReturnCode = msdb.dbo.sp_update_job @job_id = @jobId, @start_step_id = 1<br />
IF (@@ERROR &lt;&gt; 0 OR @ReturnCode &lt;&gt; 0) GOTO QuitWithRollback<br />
EXEC @ReturnCode = msdb.dbo.sp_add_jobschedule @job_id=@jobId, @name=N&#8217;Async-Cleanup-Schedule&#8217;,<br />
@enabled=1,<br />
@freq_type=8,<br />
@freq_interval=18,<br />
@freq_subday_type=1,<br />
@freq_subday_interval=0,<br />
@freq_relative_interval=0,<br />
@freq_recurrence_factor=1,<br />
@active_start_date=20091116,<br />
@active_end_date=99991231,<br />
@active_start_time=0,<br />
@active_end_time=235959<br />
IF (@@ERROR &lt;&gt; 0 OR @ReturnCode &lt;&gt; 0) GOTO QuitWithRollback<br />
EXEC @ReturnCode = msdb.dbo.sp_add_jobserver @job_id = @jobId, @server_name = N&#8217;(local)&#8217;<br />
IF (@@ERROR &lt;&gt; 0 OR @ReturnCode &lt;&gt; 0) GOTO QuitWithRollback<br />
COMMIT TRANSACTION<br />
GOTO EndSave<br />
QuitWithRollback:<br />
IF (@@TRANCOUNT &gt; 0) ROLLBACK TRANSACTION<br />
EndSave:</p>
<p></span></p>
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