How to get Organization & Sql Server Database name in MS CRM using SQL Server

It is not mandatory to have the same CRM Organization Name (On-Premises) with same Database Name in Sql Server.

So to check which Oragnization pointing to the database can be known by using the below query

SELECT DatabaseName [DATABASE NAME],
FriendlyName [ORGANIZATION NAME],
SqlServerName [SQL SERVER NAME],
SrsUrl [SSRS URL],
[ORGANIZATION STATUS] =
CASE
WHEN STATE=1 THEN 'ENABLED'
WHEN STATE=0 THEN 'DISABLED'
END
FROM
[MSCRM_CONFIG].[DBO].[ORGANIZATION]

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Hide Quick Tour in CRM 2015 Online

When you open Online CRM for first time in a browser, we will see the below CRM Navigation/ Quick Tour Popup. If you click on Don’t show me this again also, this popup may appear again in a browser, if your browser cookies deleted.

Navigation Tour

If you want to hide Navigation/ Quick Tour permanently, there is a setting available.

Goto Settings –> Administration –> System Settings

Under General Tab, Find Set whether users see navigation tour option.

Select No for the option Display navigation tour to users when they sign in and click on OK.

System Settings

Close browser and open CRM to check this.

Please provide your valuable comments on this article.

Filter OptionSets based on Selection in MS CRM using Javascript

One of our friend requested me to help on the below requirement, Change Option Sets based on parent option set value selection,

Option Set Names

Follow the below steps,

Step 1: For this example I am using Contact entity. Open Contact Form.

Step 2: Create First Option Set field,

Display Name: Category
Name: new_category
Options:
Label: Ice Cream & Value: 100000000
Label: Soft Drinks & Value: 100000001

Category OptionSet
Step 3: Create Second Option Set field,

Display Name: Sub Category
Name: new_subcategory
Options:
Label: Amul & Value: 100000000
Label: Baskin Robins & Value: 100000001
Label: Kwality Wall’s & Value: 100000002
Label: Coca Cola & Value: 100000003
Label: Sprite & Value: 100000004
Label: Pepsi & Value: 100000005

SubCategory OptionSet

Step 4: Click Here to Download XML and create Data (XML) Web Resource (new_CategoryOptionSetConfig.xml)

Category Option Set Configurations XML

Save and Publish the Web Resource.

Step 5: Click Here to download Java Script Code and create new JScript Web Resource (new_ SampleOptionsSet.Js),
Sample Options Set JS
Save and Publish the Web Resource.

Step 6: Open Contact form. Drag and Drop the Category and Sub Category Optionset fields on the Contact Form.
Contact Form

Step 7: Click on Contact Form Properties.

  1. Add new_SampleOptionSet.js to the Form Libraries.
  2. Add Function SDK.DependentOptionSet.init on Form OnLoad.
  3. Copy and paste the parameter “new_CategoryOptionSetConfig.xml”, in Comma separated list of parameters…and click on OK. (Remove commas and enter manually)
  4. Onload Sample Option Set JS

    Onload Sample Option Set JS Add Function

  5. Double click on Category Option Set field. Add Function SDK.DependentOptionSet.filterDependentField on Onchange Event.
  6. Category OnChange Event

  7. Add Parameters (“new_category”,”new_subcategory”) in Comma separated list of parameters…and click on OK. (Remove commas and enter manually)
  8. Add Parameters to Sample Option Set On Category

    Save and Publish the Contact Form.

    Step 8: Open any New/ Existing Contact record to check below OptionSet behavior on selection,
    Output

    Please provide your valuable comments on this article.
    Source: MSDN

Codeless Data Migration to Dynamics CRM using KingswaySoft

CRM Data Migration using KingswaySoft

Dipankar's Dynamics 365 (#DBDyn365) Blog

Data Migration or Data Integration is a very common task in most of the Dynamics CRM deployments. Data migration often becomes complex with the following:

  • The diversity of data and systems
  • Data integrity
  • Time-consuming for large data set
  • The complexity and intricacy when working with Microsoft Dynamics CRM web service interfaces

Data quality is often very key to user adoption and lack of it can make the system unusable. The bigger question has always remained,

what tool should we use for quick data migration?

At the very broad level, there are two different approaches available for data migration/integration with Dynamics CRM, namely –

  • Leverage existing technologies and tools
  1. Dynamics CRM Import Wizard
  2. Extract – Transform – Load (ETL) tools
    • Sql Server Integration Services
    • Informatica
    • Scribe
    • Connectors for Dynamics CRM shipped by Microsoft
  3. BizTalk/Service Bus
  4. Other tool…
  • Write your own tool

In this post I’d discuss Data KingswaySoftMigration using SQL Server Integration Services (SSIS). SSIS does not…

View original post 513 more words

CRM 2015 – Navigation and Themes

CRM 2015 New Features

Rajeev Pentyala - Dynamics CRM Blog

With the advent of CRM Online 2015 Update 1, we got much awaited New Navigation Bar pattern (Vertical Stacked Menu) and Themes. New Navigation Bar –

CRM 2015 - Navigation Bar CRM 2015 – Navigation Bar

Themes –

  • With Themes, We can create a custom look and feel, to our CRM web application.We can change CRM applications
    • Logo
    • Navigation bar color
    • Header color
    • Default entity color
    • Default Custom entity color
    • Control Shade & Border
  • We can define multiple themes, but only one can be set and published as the default theme.
  • The theme customization is supported in Microsoft Dynamics CRM for Outlook
  • To create a new Theme, Navigate to Settings -> Customizations -> Themes

CRM 2015 - Themes CRM 2015 – Themes

  • We can create your own theme and Publish (Once published, Theme propagates to all Users)

CRM 2015 - Themes (Preview_Publish_Clone) CRM 2015 – Themes (PreviewPublishClone)

  • You can Clone new Theme from existing Theme and Preview

Below is sample theme I created, I added my own…

View original post 100 more words