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Showing posts from 2015

Modify the Columns Shown in The Inline Lookup-CRM 2013 & 2015

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A post to explain how to modify the columns shown in the inline lookup in CRM 2013 Refreshed Entity User Interface and what can be done and what cannot be done. In the example (lookup to Contact), it shows only Name, Company Name, and Email Address. You found that Email Address is not important, you want to show Name, City, and Company Name. Explanation : 1. Go to Form Editor 2. Go to the field and check the lookup that is used, in this case is Contact view (lookup view) and get the Default View of the Lookup field *You can also use custom view as default view. 3. Go to the Contact Lookup View and then you add can re-order the position Previously: Change to: *You cannot modify the Full Name position nor remove it. 4. Test the  Result : * The supported total column shown in the inline lookup is 3 only (including Name as the primary field that is not replaceable) It shows Name, City, and Company Name as per your expectation. 5. You can also use a Composite field, for example, Address Re

Finding nth highest & lowest salary example and explanation

Finding the nth highest &lowest salary in SQL have lots of query over the google,but i found good explanation here.     SELECT * /*This is the outer query part */ FROM Employee Emp1 WHERE (N-1) = ( / * Subquery starts here */ SELECT COUNT(DISTINCT(Emp2.Salary)) FROM Employee Emp2 WHERE Emp2.Salary > Emp1.Salary) 1. How to find 2nd highest or 3rd highest salary of an employee.     I am providing you a genral query to pick the nth highest salary from emp table it is not database specific query.      select salary from emp e1 where (n-1)=(select count(*)   from emp where salary > e1.salary ); 2.  You can also pick nth lowest salary of an employee.        select salary from emp e1 where (n-1)=(select count(*)   from emp where salary < e1.salary ) ; How does the query above work? The query above can be quite confusing if you have not seen anything like it before – pay special attention to the fact that “Emp1″ appears in both the subquery (also known

Plugin Assembly Table in MSCRM

One of my colleagues faced a situation where he had installed a plugin assembly into database but was not able to locate its DLL, and now he wanted to deploy it in some other server. In MSCRM all plugins related information like its name, content, createdBy, createdOn. ModifiedBy, ModifiedOn etc store in PluginAssemblybase Table. You can get it by below Query result : select * from PluginAssemblyBase Below are some column description of PluginBaseTable : Column Name Description Name Store name of Plugin Source Type      Where the Plugin registered        0 -        Database        1 -        Disk        2 -        GAC content Store content of DLL These are the steps to get DLL from Content : Get the encoded base 64 string representation of the plugin from PluginAssemblyBase table. select name,content,* from PluginAssemblyBase Use that content and get the dll from the following site. http://www.motobit.com/util/base64-decoder-encoder.asp

Entities Overview – Microsoft Dynamics CRM

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Overview of Entity in MSCRM Entities form a vital piece of the Microsoft Dynamics CRM framework. Essentially, entities are used to model and manage business data. Some common entities that most Dynamics CRM users are familiar with are Account, Case, Campaign, Contact, Lead, and Opportunity. These entities deal with many of the most common sales, service, and marketing data with which a CRM user frequently engages. Types of Enity in MSCRM There are three main types of entities: system, business, and custom. In Dynamics CRM, system entities handle internal processes such as workflows. It is important to note that system entities cannot be deleted or customized. Business entities are the default entities within Dynamics CRM which include Case, Account, and Opportunity. One of the most important elements in Microsoft Dynamics CRM is customization. Custom entities provide organizations with a way to meet their needs head-on. One example of this is that you can create a vendor ent

Difference between Asynchronous Plugin and Workflows in MSCRM

So many times I have been asked a question from my colleagues,  What is the difference between  Async Plugin and Workflow , Since both are Asynchronous But What is the actual difference between them and When should i use Workflow and When should I use Async Plugin ? Answer : My Answer is always  "Depends" , the right approach is determined by the Characteristics of the task that you are trying to accomplish.  Following Matrix show the difference between the same :           Requirement Use Plug-in Use Workflow Needs a synchronous action to happen before or after an event occurs Or Need to perform a task that has to completed within 2 Sec Yes               No  The logic needs to be executed while offline Yes No Needs elevation of privileges (impersonation) Or Perform data operations on behalf of another system user Yes No Needs to execute on events other than assign, create, u

Use of String Map Table in MSCRM

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Ever wonder how (or where) CRM stores the related values for  pick lists or Option set  ? Answer is in  String Map  Table So what is string map table actually means in CRM? String map table basically used in MSCRM for storing the details of Option Set Fields exists in an organization. It contains all the data  (Attribute Name, Option Set name, option value , option name, Object Type Code ) of option set. Let’s take one requirement to clear the use of StringMap table, requirement is like:  “Show the incident by status Name” like: "CAS-T4R4F-U7Y6T5" shown status as "Problem Solved" So in this scenario if we will have no string map table then either you need records which contain all the distinct type of record by status or you need hard code value use in report query. By String Map table you can join the table and can collect all the status present in incident and can collect records number by grouping of them. So this type of many scenarios c

Change execution order between synchronous workflow and synchronous Plugin

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  How should is change execution order between synchronous workflow and Plugin?     Ans: we have tool synchronous event order in ToolBox by using we can able to update Rank of workflow . CRM  tool – Plugin and Workflow Synchronous events execution order editor This tool is really only of interest to developers, although it does have some use as informational tool to other users but it’s primary use is to allow the CRM developer to see and easily change the order of synchronous plugins and workflows.  The real bonus is it show the order of worflows next to Plugins, so you can see the whole picture of what is happening on the trigger of a CRM message/event for a particular entity. To use it you fire up the XRMToolbox add a connection.  If you are using a CRM 2013 trial select Use Office 365 because I found that when I tried to using the Use CRM Online I couldn’t connect Once you have your connection done, you will then a see a list of all the great to
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Activate Deactivate Record using JavaScript in CRM Hello everyone, Setting statecode and statuscode attributes using javascript in CRM is not easy as setting other fields unfortunately. But it can be done  Normally we expect below javascript code snippets to work but it does not if you try to change the statecode value. 1 2 Xrm.Page.getAttribute( "statecode" ).setValue(1); Xrm.Page.getAttribute( "statecode" ).setSubmitMode( "always" ); In this blog post I am going to talk about activate deactivate record using javascript in crm. You will learn how to change statecodes and statuscodes using javascript in CRM as well. In this example I’m going to deactivate a custom entity record with a statuscode 2which refers to Resolved in my case. Activate – Deactivate Record using JavaScript in CRM 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29