CRM / XRM virtual Groups

you can find the useful information about Microsoft CRM 4, MS CRM 2010, XRM on those blogs..

http://www.crmug.com/

http://www.xrmvirtual.com/

List of CRM blogs..

https://community.dynamics.com/content/crmblogs.aspx?GroupID=22


Some Useful links about MS CRM..
CRM SDK 4.0

http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

Easy Customizations for MS CRM
http://www.xrmshowcase.com/solutions/view?solutionid=d9e0f58e-fa81-430e-86fa-e67aa00c2d1e

Audit Capabilities
1. http://www.xrmshowcase.com/solutions/view?solutionid=c0ef7bcb-0a66-4658-aa95-b6da8ea30011

2. http://www.consultcrm.co.uk/add-ons.html

Javascript Grid Editor for CRM
1. http://www.xrmshowcase.com/solutions/view?solutionid=a0d69487-a91a-4063-8671-93c45e31fe4b

2. http://crmentropy.blogspot.com/p/javascript-grid-editor.html


PowerSearch for MS CRM 4.0 by mscrm-addons
1. http://www.xrmshowcase.com/solutions/view?solutionid=acd78d8b-f98f-4425-bc9d-10945abb7fa1
2. http://www.mscrm-addons.com/Products/AddonsforMSCRM40/ActivityToolsforMSCRM40/tabid/160/Default.aspx

Caching tool for Microsoft CRM

1. http://blogs.msdn.com/b/joris_kalz/archive/2006/08/09/caching-tool.aspx

2. http://blogs.msdn.com/b/joris_kalz/archive/2006/08/09/caching_tool.aspx

Limitations of XRM

http://www.xrmlinq.com/crm-sdk-4-0-12-bugs-limitations/


Link to run report from workflow

http://a33ik.blogspot.com/2009/08/custom-workflow-action-which-renders.html

Trigger N:N Association event and Dassiciation event in CRM Plugin

-- ===================================================================================================
-- Enable Associate and Disassociate Plug-in Events
-- execute the following query to CRM database, it will add two entries in SdkMessageFilterBase
-- 'DisassociateEntities' and 'AssociateEntities' from SdkMessageBase which is not listed
-- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
USE CrmDev_MSCRM
GO

-- Find the deployments SDK Filter ID for the
-- Associate and Disassociate Entity SDK Messages
DECLARE @DisassociateEntitiesFilterId uniqueidentifier
DECLARE @AssociateEntitiesFilterId uniqueidentifier
SET @DisassociateEntitiesFilterId = (SELECT SdkMessageId FROM SdkMessageBase WHERE [Name] = 'DisassociateEntities')
SET @AssociateEntitiesFilterId = (SELECT SdkMessageId FROM SdkMessageBase WHERE [Name] = 'AssociateEntities')

-- Enable the Associate and Disassociate Filters to be valid for custom processing
-- Custom Processing means "you register plug-ins against it"
-- Note: We only do this for the "generic" (OTC == 0) case, just to be safer
UPDATE SdkMessageFilterBase SET IsCustomProcessingStepAllowed = 1 WHERE SdkMessageId = @DisassociateEntitiesFilterId AND PrimaryObjectTypeCode = 0
UPDATE SdkMessageFilterBase SET IsCustomProcessingStepAllowed = 1 WHERE SdkMessageId = @AssociateEntitiesFilterId AND PrimaryObjectTypeCode = 0
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
The above query will enable the 'DisassociateEntities' and 'AssociateEntities' message in the plug-in registration tool. While registering the plug-in select the entity name as ‘none’

While executing the plug-in you will be getting four parameter as input parameters from the plug in context along with the other properties :

1. Related Entity1 GUID and entity name
2. Related Entity2 GUID and entity name
3. Relation hsip name (nothing but intersect hidden N:N entity name)
4. Optional parameter.

Using these value you can implement you logic.

Sample Code for N:N relationship with a custom entity and System User:

public void Execute(IPluginExecutionContext context)
{
try
{
crmservice = context.CreateCrmService(true);

if (context.MessageName == "AssociateEntities")
{

if (context.InputParameters.Properties["RelationshipName"].ToString() == "new_new_customentity_systemuser")
{
string oId = string.Empty;
string SharedUserId = string.Empty;

oId = (context.InputParameters.Properties["Moniker1"] as Moniker).Id.ToString();

SharedUserId = (context.InputParameters.Properties["Moniker2"] as Moniker).Id.ToString();

// write you logic here

}
}

}
catch (System.Web.Services.Protocols.SoapException ex)
{
LogWriter.LogInfo(ex.ToString());
}

catch (Exception ex)
{
LogWriter.LogInfo(ex.ToString());
}
}

Note : As we have defined 'none' as the entity name while registering the plug-in, so this plug-in will get triggered when ever user will do add existing or remove existing, for any entity. So while writing the logic relationship name is required to identify from where plug-in has been triggered.

References: http://consulting.ascentium.com/blog/crm/Post533.aspx
http://mscrm-chandan.blogspot.com/2010/03/trigger-nn-association-event-and.html

Some usefull links about CRM Custmization

CRM Form Types

Is the user creating a new record?
crmForm.FormType == 1

Is the user updating an existing record
crmForm.FormType ==2

Is the user unable to update this record?
crmForm.FormType == 3

Is this record deactivated?
crmForm.FormType == 4

Is the user using the Quick Create form?
crmForm.FormType == 5

Is the user using the Bulk Edit form?
crmForm.FormType == 6

What is the unique ID for this record?
= crmForm.ObjectId

What type of record is this?
= crmForm.ObjectTypeCode

What type of record is this (Entity Name)?
= crmForm.ObjectTypeName

Is the user using the Outlook Client?
crmForm.IsForOutlookClient==true

Is the user using the Outlook Light Client?
crmForm.IsForOutlookLightClient == true

Is the user working On line?
crmForm.IsOnline==true

Have any fields in this form been changed?
crmForm.IsDirty==true

Reference:
http://mscrm-developer.blogspot.com/2008/09/crm-form-types.html

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Use full JavaScripts

http://ronaldlemmen.blogspot.com/

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Hide menu bar in Iframe

http://crm.atechnisch.nl/2008/03/hiding-bars-in-iframes/

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Tricks and Tips from Users of Microsoft Dynamics CRM
http://crm.atechnisch.nl/2008/03/hiding-bars-in-iframes/