Sending an Email using CRM 2011

http://rajeevpentyala.wordpress.com/2011/08/03/sending-an-email-using-crm-2011-plug-in/

Different Plugin CRM 4 and CRM 2011

1) References We no longer use the Microsoft.Crm.* DLLs, as the namespace had a complete makeover. MS CRM 2011 introduced a brand new namespace “XRM”, hence the DLLs to use are Microsoft.Xrm.* Since the changes in MS CRM 2011 SDK are using WCF based services (compared to the web services used by its predecessor), we must reference the below mentioned: o System.ServiceModel o System.Runtime.Serialization A reference to the “Microsoft.IdentityModel” DLL is a must if the plugin is targeted at MS CRM 2011 online version. 2) Executing Execute method now uses IServiceProvider.

CRM 4.0	CRM 2011
public void Execute(IPluginExecutionContext context)	public void Execute(IServiceProvider serviceProvider)

3) IPluginExecutionContext Similar to the “Execute” method retrieving the context object inside a plugin also changed: IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));   4) CRM Service In CRM 2011, ICrmService is replaced by IOrganizationService CRM 4.0 CRM 2011 ICrmService _CS = context.CreateCrmService(true); IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = factory.CreateOrganizationService(context.UserId); 5) DynamicEntity has been changed to Entity CRM 4.0 CRM 2011 if ((context.InputParameters.Properties.Contains(“Target”) == true) && (context.InputParameters.Properties["Target"] is DynamicEntity)) { } if (context.InputParameters.Contains(“Target”) && context.InputParameters["Target"] is Entity) { } Similarly “Properties” of a CRM entity now have to be accessed using the “Attribute” collection: entity.Attributes.Contains("new_incidentnumber")

Below given template can be used to create a plugin for the MS CRM 2011 using System; using System.ServiceModel; using System.Runtime.Serialization; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Messages; namespace MyPlugin { public class MyPlugin : IPlugin { public void Execute(IServiceProvider serviceProvider) {  IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));  if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) {  Entity entity = (Entity)context.InputParameters["Target"];  if (entity.LogicalName != "entity logical name”)  { return; } try { IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = factory.CreateOrganizationService(context.UserId); //Plugin Code  } catch (FaultException ex)  { throw new InvalidPluginExecutionException("An error occurred in the plug-in.", ex); } } } } }

Queues in MS CRM

There are a lot of misconceptions about queues. They only apply to cases and activities.  While the terminology is the same, assigning a case or activity to a queue is not the same as assigning an entity to a CRM user or team. Programmatically what is being used is a RouteRequest rather than anAssignRequest.

To get a better idea how this works we'll look at database. There are two entities storing queue information, the Queue and the QueueItem. These are not customizable.

Queue – (table) contains all queues

• There are two queues automatically created for each CRM user. 
  • Assigned
  • In Progress 
• Any user defined queues that you create are also stored here.
  • example:  My New Public Queue

QueueItem – (link table)  Contains an entry for each entity assigned to a queue.

• An item can only belong to one Queue at a time,
• The only entities that can below to a Queue are:
• Activities ( email, tasks, etc. )
• Cases

reference : 

http://crmscape.blogspot.com/2008_11_01_archive.html

Assigning value and type mapping between dynamics crm versions

Assigning value and type mapping between dynamics crm versions

Type Mapping Between Versions

The following table shows the mapping between the defined type for an entity attribute, the type that is used in a record, and the type that was used in Microsoft Dynamics CRM 4.0.

AttributeTypeCode	Microsoft Dynamics CRM 2011 type	Microsoft Dynamics CRM 4.0 type
AttributeTypeCode.BigInt	long	N/A
AttributeTypeCode.Boolean	bool	CrmBoolean
AttributeType.CalendarRules	EntityCollection or CalendarRules[]	DynamicEntity[] or calendarrule[]
AttributeType.Customer	EntityReference	Customer
AttributeType.DateTime	System.DateTime	CrmDateTime
AttributeType.Decimal	decimal	CrmDecimal
AttributeType.Double	double	CrmFloat
AttributeType.EntityName	string	Attributes with ObjectTypeCode inDisplayMask
AttributeType.Integer	int	CrmNumber
AttributeType.Lookup	EntityReference	Lookup
AttributeType.ManagedProperty	BooleanManagedProperty	N/A
AttributeType.Memo	string	System.String
AttributeType.Money	Money	CrmMoney
AttributeType.Owner	EntityReference	Owner
AttributeType.PartyList	EntityCollection or ActivityParty[]	activityparty[] or DynamicEntity []
AttributeType.Picklist	OptionSetValue	Picklist
AttributeType. Uniqueidentifier(Formerly PrimaryKey)	System.Guid	Key
AttributeType.String	string	System.String
AttributeType.State	OptionSetValue or enumeration generated for the entity state	EntityNameStateInfo
AttributeType.Status	OptionSetValue	Status
AttributeType.Uniqueidentifier	System.Guid	UniqueIdentifier
AttributeType.Virtual	Not used in records.	Not used in records.

refrence : http://community.dynamics.com/product/crm/crmtechnical/b/isvlabs/archive/2011/03/05/assigning-value-and-type-mapping-between-dynamics-crm-versions.aspx

How to get entity instance id in CRM 4.0 plugin for each message type

this post you can get instance id in CRM:

Massage name “Create”:

Guid instanceID = new Guid(context.OutputParameters.Properties["id"].ToString());

Massage name “Update”:

Guid instanceID = (Guid)((Microsoft.Crm.Sdk.Key)((Microsoft.Crm.Sdk.DynamicEntity)context.InputParameters.Properties["Target"]).Properties[context.PrimaryEntityName + "id"]).Value;

Massage name “SetState”:

Guid instanceID = new Guid(context.OutputParameters.Properties["id"].ToString()); 

Massage name “Assign”:

Guid instanceID = vInstanceID = (Guid)((Microsoft.Crm.Sdk.Moniker)context.InputParameters.Properties["Target"]).Id;

Massage name “Delete”:

instanceID = ((Microsoft.Crm.Sdk.Moniker)context.InputParameters.Properties["Target"]).Id;

Massage name “Close”:

Guid instanceID = ((Microsoft.Crm.Sdk.Lookup)((Microsoft.Crm.Sdk.DynamicEntity)context.InputParameters.Properties["IncidentResolution"]).Properties[context.PrimaryEntityName + "id"]).Value;

Massage name “Route”:

Guid instanceID = ((Microsoft.Crm.Sdk.Moniker)context.InputParameters.Properties["Target"]).Id;

Massage name “SetStateDynamicEntity”:

Guid instanceID = ((Microsoft.Crm.Sdk.Moniker)context.InputParameters.Properties["EntityMoniker"]).Id;

reference : http://rami-heleg.blogspot.com/2009/12/how-to-go-get-entity-instance-id-in-crm.html

Upgrading a CRM 4.0 Custom Workflow Activity to CRM 2011

this link is very useful for upgrading but you can't solve any problems. it is very generally for upgrading.

http://blogs.msdn.com/b/crm/archive/2010/11/17/upgrading-a-crm-4-0-custom-workflow-activity-to-crm-2011.aspx

How to re-size columns in CRM 4 + javascript

Hi
i didn't find any way to resiza a column on the internet but i can find a way with javascript  that resize a column.
you can use this function in your class in javascript code  and resize your column , that's it.


//this function set width for a field
//"object" argument is an object that is a field and "width" argument can be percentage or pixel and its type is String

    CommonClass.prototype.SetWidthField = function (object, width) {
        //we ensure that object style doesn't change so we save on "oldStyle"
        var oldStyle = object.style.cssText;

        //concat old style with new attribute (width)
        object.style.cssText = oldStyle + ';' + 'width:' + width + ' !important';
    }


sincerely
S.Amir S.Hosseini

What is this blog about?

Hello and welcome to the first entry onto my new blog.
The first question is what is this blog going to be about.  A very good question and I’m glad you ask it is going to be about

·         Microsoft Dynamics CRM 4
·         Microsoft Dynamics CRM 4 Applications Certification
·         Business Intelligence
·         Business Objects
·         Business in general
·         Interesting things I find on the internet
·         Interesting things which happen to me at work

I hope anyone who stumbles upon this blog will enjoy reading it and contribute with some comments.
so does the world need another CRM blog, yes of course it does because this blog is going to be interesting, amusing and will help you learn about CRM, business intelligence and business through ideas, my research and my experiences.
This blog will also be useful for people studying for the Microsoft Dynamics CRM Applications certification because I am going to talk about any links I find useful and put my notes down on subjects which are featured in the exam.  This helps the information stick in my head because to explain something to somebody means you have to understand it.