A Brief Overview of Microsoft Dynamics Marketing

mp_ua_r16_mdm-overview

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How to read Unsecure Configuration in PlugIn

Microsoft Dynamics CRM/365 Blog

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:

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How to debug Microsoft Dynamics CRM Online Plugin 2015

Microsoft Dynamics CRM

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.

Login Page

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.

Register Assembly

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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How to query CRM Global OptionSet Values in SQL?

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>'

How to Share/ Assign Personal Views in CRM?

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.

Lead Advanced Find

Share:

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.

Important Leads - Share

2.Click on Add User/ Team to add the required User or Team, for whom you want to share Personal Views.

Click on Add.

Important Leads - Share saved view - Add User

3.Give the required permission on this view for the User or Team and click on Share.

Important Leads - Share saved view

Assign:

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.

Important Leads - Assign

2.By default, Assign to is set to Me. Select Assign to User or team.

Important Leads - Assign Saved View

Add the required User or team and Assign.

Important Leads - Assign Saved View - User or team

Thank you for reading this article.

Please leave your valuable feedback.

How to create personal views in CRM?

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. Value4,000,000.00

Advanced Find Filter Criteria

Step 3: Now I want to add Est.Value Column in the Results View.

  1. Click on Edit Columns.
  2. Click on Add Columns.

Edit Columns

3. Select Est. Value. click on OK.

Add Columns

Click on OK.

Step 4: Click on Results.

Results

Step 5: Will see all Lead records, with Est.Value Is Greater Than 4,000,000.00.

Results View

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.

Save Personal View

Step 7: Give some proper Name and Description to this Personal View and Save.

Save As Personal View

Step 8: This Personal View is available to see in 2 different places.

  1. 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.

Lead Home Page Grid

2. Open Advanced Find, and Select Look for: Lead. Click on Saved Views.

Saved Views

We can see all Saved Views belongs to Lead Entity.

Active Saved Views

Thank you for reading this Article.

Please leave your valuable feedback.

How to get GUID of the record in CRM Online?

Follow the below methods to get GUID of the record in Microsoft Dynamics CRM,

Method 1:

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

EMAIL A LINK

Method 2:

Open the required record, and click on Pop Out Symbol.

Pop Out

The Record will be opened in a new Tab/ Window.

Record GUID will be identified in the URL as shown below,

Pop Out - 1

Method 3:

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,

  1. Open CRM Page in Google Chrome. Will create a Bookmark for the CRM Page. Click on Star Icon as shown below.
  2. Give Name for the Bookmark.
  3. Click on Edit.

Book Mark

4. Copy & Paste the below JS Code under URL,

javascript: if (window.prompt(“CRM Record GUID is :”, $(“iframe”).filter(function () { return ($(this).css(‘visibility’) == ‘visible’) })[0].contentWindow.Xrm.Page.data.entity.getId().slice(1, -1))) { }

Note: Before Copy and Paste the above code, replace Double Quotations and Single Quotations properly.

Save the Bookmark.

Edit Book Mark

5. Click on Bookmark, you created “CRM Record GUID“. Pop Up will be displayed with CRM Record Id of the Record you opened.

Js Record Id

Method 3 information is from Blog CRMBlocks.

Please leave your valuable feedback on this article.