In MS CRM plugin, reading some configration setting/constant is a common requirement . Through Unsecure configuration we can easily achieve this.
Add below configuration xml in unsecure configuration section of appropirate step in plugin registration tool.
Read the configration xml from Plugin:
Microsoft Dynamics CRM Online Plugin Debugging
After writing the plugin and signing it, open Plugin registration tool.
1. Create connection either with Online or Office 365 Microsoft Dynamics CRM account.
2. Register a new Assembly, when registering a plugin for Online Microsoft Dynamics CRM, Isolation mode has to be Sandbox and storage location has to be Database for Online plugin.
a. Microsoft Dynamics CRM collects run-time statistics and monitors plug-ins and custom workflow activities that execute in the sandbox. If the sandbox worker process that hosts this custom code exceeds threshold CPU, memory, or handle limits or is otherwise unresponsive, that process will be killed by the platform. At that point any currently executing plug-in or custom workflow activity in that worker process will fail with exceptions.
b. Sandboxed plugin is recommended when execution needs to be more secure, supports runtime monitoring and statistics reporting.
c. Plugin registered in sandbox mode…
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Use the below select query to get the Global OptionSet values in SQL,
SELECT OS.NAME, L.LABEL, AV.VALUE FROM ATTRIBUTEPICKLISTVALUEASIFPUBLISHEDLOGICALVIEW AV JOIN OPTIONSETASIFPUBLISHEDLOGICALVIEW OS ON AV.OPTIONSETID = OS.OPTIONSETID JOIN LOCALIZEDLABELASIFPUBLISHEDLOGICALVIEW L ON L.OBJECTID = AV.ATTRIBUTEPICKLISTVALUEID WHERE OS.ISGLOBAL = 1 AND OS.ISCUSTOMOPTIONSET = 1 AND L.OBJECTCOLUMNNAME = 'DISPLAYNAME' AND OS.NAME ='<Provide Global OptionSet Schema Name>'
Follow the below steps to Share/ Assign Personal Views
Click here to know, How to create Personal Views in CRM?
Now will Share/ Assign the “Important Leads” Personal View, which I created in my Last Post.
Open Advanced Find, Look for: Leads and Click on Saved Views.
1.You can see the list of all Personal Views for Leads Entity. Select the required Personal View and click on Share button on Ribbon.
2.Click on Add User/ Team to add the required User or Team, for whom you want to share Personal Views.
Click on Add.
3.Give the required permission on this view for the User or Team and click on Share.
Click on Advanced Find and select required Entity under Look for and click on Saved Views.
1.Select required view and click on Assign Saved Views.
2.By default, Assign to is set to Me. Select Assign to User or team.
Add the required User or team and Assign.
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Follow the below steps to create personal views in CRM,
Step 1: Open CRM and Advanced Find.
Step 2: Now I am going to Create a personal view for Lead Entity.
Select Look for: Lead and give your own criteria.
Here I want to show all Leads, whose Est. Value > 4,000,000.00
Step 3: Now I want to add Est.Value Column in the Results View.
- Click on Edit Columns.
- Click on Add Columns.
3. Select Est. Value. click on OK.
Click on OK.
Step 4: Click on Results.
Step 5: Will see all Lead records, with Est.Value Is Greater Than 4,000,000.00.
Now we have seen a record meeting our Criteria. Now will Save this Personal View.
Step 6: Click on Advanced Find and Click on Save as shown below.
Step 7: Give some proper Name and Description to this Personal View and Save.
Step 8: This Personal View is available to see in 2 different places.
- Go to Microsoft Dynamics CRM -> Sales -> Leads and Select Views under Lead’s Home Page Grid. Under My Views, we can see all Personal Views.
2. Open Advanced Find, and Select Look for: Lead. Click on Saved Views.
We can see all Saved Views belongs to Lead Entity.
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Follow the below methods to get GUID of the record in Microsoft Dynamics CRM,
Open any record and Click on EMAIL A LINK Ribbon button.
Record URL will be opened in Outlook Email and record GUID will be identified easily with Query String parameter id and look likes below,
id=%7b<32 bit GUID>%7d
Open the required record, and click on Pop Out Symbol.
The Record will be opened in a new Tab/ Window.
Record GUID will be identified in the URL as shown below,
This method is totally Interesting, you will feel easy to get CRM record GUID on a single click using Google Chrome.
Follow the below steps,
- Open CRM Page in Google Chrome. Will create a Bookmark for the CRM Page. Click on Star Icon as shown below.
- Give Name for the Bookmark.
- Click on Edit.
4. Copy & Paste the below JS Code under URL,
Note: Before Copy and Paste the above code, replace Double Quotations and Single Quotations properly.
Save the Bookmark.
5. Click on Bookmark, you created “CRM Record GUID“. Pop Up will be displayed with CRM Record Id of the Record you opened.
Method 3 information is from Blog CRMBlocks.
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