Open Microsoft Dynamics CRM in Application mode

Tool Tip: Open CRM Application in browser window without menu and command bars

go to:

Administation - > System Settings
Select Customization Tab and check box the value of

Open Microsoft dynamics CRM in Application mode = true

very usefull for CRM 2011.

Thanks,
Rami Heleg

Create WF in CRM 2011

Hi,

  Example of Create a Workflow in CRM 2011.

  the target of this example is to create task after create a new contact record.

1. Go to solution section and select default section.

2.  Select Process ( Workflow area)

3. Create a new Workflow and use Blank Process.

4. Give Process name and define to invoke Worklow  when create a new Contact record.

5. Add Workflow step to create task when workflow is running.

6. Save the workflow template and publish the Workflow.

7. Define Task details when creating from workflow.

8. Publish the workflow ( create a new contact - create a new task)

9. Create a new contact and after save the contact the WF running via Async service and create te task.

10. result: new task created via WF.

thanks,

Rami Heleg

Add Web Resource -Silverlight in Microsoft Dynamics CRM 2011

Hi,
Here is an example to view Silverlight control in Dashboard and upload Silverlight XAP to CRM 2011.

If this the first time running Silverlight application you will ask to download Silverlight

In This example I upload XAP file and View the silverlight application in Dashbloard + contain only silverlight XAP without definition in web config for WCF etc...


1. Open solution and go to Web resource to load the silverlight XAP:

2. Upload the XAP file...

3.  Define the types of Web resource  ( as silverlight recource version 4).

  a. Version of Silverlight
  b. Type of resource
  c. Upload from path

4. Define dashboard ( Create a new dashboard).
    add to the default dashboard.

5. Define layout ( i created only one frame  - only for Web resource)
   

6. Select the silverlight control to the layout.
    allow to define to view the title or without..

\

7. Publish the new Dashbpard + View

I hope this example helped to see how easy is to add Silverlight controls to CRM 2011.

Enjoy,
Rami Heleg

Build Fetch based advanced find (download Fetch Xml)

In CRM 4 to build fetch via advanced find windows we worked  like this example:

http://rami-heleg.blogspot.com/2009/10/fetch-query.html

( using Java script – alert).

In CRM 2011 Microsoft added a sample button to advanced find which help developer to import the FETCH XML.

Export the Fetch using button download Fetch Xml.

Thanks,
Rami Heleg.

Create Dashborad in CRM 2011

Here is an example of Creating Dashboard in CRM 2011.
I created this example in CRM 2011- online

Step1:
Select Dashboard and press new...

2.

Dashboard wizard appear and select the required layout.

CRM gives 6 types of layout but any way after select layout user can delete some cube inside

3.

Delete non required component from the layout.   

Select components types

The types can be:

1.       Chart

2.       IFRAME

3.       Grid, Select  record type (Contact, Account etc…),View types ( Active, InActive)

4.       Web Resource ( Like Silverlight XAP and more)

 

4. Dashboard is ready, Select the new dashboard from the list to view the result

6. Dashboard can be shared to Team, Users..
   Share dashboard is a very sample way. only open dialog , select the Team or users and submit.

Enjoy,

Rami Heleg.

Create CRM Plugin in CRM 2011

Here is an example of creating Plugin Dll for Microsoft Dynamics CRM 2011.

Microsoft has changed the Plugin Dll code, more options to register between CRM 4 and CRM 2011.

1.       Create Dll from type class library.

2. Write Code for Plugin like this example. in my example when update contact create a new task.
  need to  add key  ( Sign this assembly - because the option to put the dll in GAC )

3. Open Plug in Registration and insert the next parameters
Label: free text. In usual i give label like organization name to prevent mistakes
Discovery URL: http://localhost:5555/XRMServices/2011/Discovery.svc
User name: Deployment admin.

4. Register the Dll

 5. Register Step I in my example the event is Update for Contact Entity)

6. Update Contact:

 7. Result: Create Task successed

Enjoy,
Rami Heleg

Failed to open Deployment Admin - Deployment admin Crushed and get error message

Failed to open Deployment Admin - Deployment admin Crushed and get error message.

I tried to open a few times the Deployment Admin includes after restart and every time the screen crushed.

The error message which I got is:

Microsoft.CRM.Tools.Admin.DMSnapin, version= 5.0.0.0... Failed to load assembly when open Deployment manager

I Installed CRM 2011 in Windows server 2008 R 2. because this windows version the solution is to run Deployment manager as Admin (Right click and press “Run as Admin”)

http://social.microsoft.com/Forums/en/crm2011beta/thread/11edc393-2fce-48bf-b8b4-609b812c771c

To prevent from running each time as Admin make the next steps

1. To go start Run and press “msconfig”

2. System Configuration apprear. Select Tab Tools



3.

Select Change UAC Setting and press Launch.

4.

Change the Progress to Never Notify.

5.
  Save the form and restart the server and From this current time don't must run Process and Administrator.


Thanks,
Rami Heleg,

Web Resource manager in Microsoft Dynamics CRM 2011

You'll find a lot of flexibility while managing code Resources(such as JS,CSS,XAP etc) at Microsoft Dynamics CRM 2011.

Adding a Java script code in CRM 2011 is quite simple however, when it comes to complex projects combining several team members I find it inefficient for example:

The single developer is required to update & publish the code on his CRM-form back & forth without the ability to debug his code along the way.

This intuitiveness will serve well a single developer or a very small team.

The following example will demonstrate how to add a JS code to the contact form:

1.      Create  Java script file names contact.js

Copy the next code to your file

function formOnLoad(){

            alert(‘onLoad’);

}

function formOnSave(){

            alert(‘onSave’);

}

2.      Select in nav bar the defualt solution.

3.      Select Web resource. From this place can be add the files which CRM support to load.

4. Add Java script file to solution.

5.  Default solution contains a new web resource from JS type

6.      Adding Java Script resource to Contact Entity.

Select in solution entities - > contact - > Forms

7.      Select Main Form and press double click for editing

8.      Press Form Properties to attach JS file  + function to form

9.      Open Form Properties section Form Libraries to link between web resource to Contact Entity

10.  Link between Web resources to Contact. CRM allow adding more the one file.

11. Attach event between Contact entity events onLoad + onSave to custom JS

 

12. Publish the changes and open Contact Form.
In onload get custom alert + in saved mode get custom alert

   13. CRM Save the Web resource template in table: WebresourceBase.

Thanks,
Rami Heleg