Gola's MS Tech

Sunday, August 1, 2010

Map or Virtual Earth 6.2 Integrating with Dynamics CRM 4.0

It's very simple to add geo capabilities in Dynamics CRM using Virtual Earth.Use the following steps.

1) Create an ContactLocation.htm file with the following code:

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" >
<head runat="server">
<title>Select zip/postal code and city</title>
<script type="text/javascript" src="http://dev.virtualearth.net/mapcontrol/mapcontrol.ashx?v=6.2"></script>
<script type="text/javascript">
var map = null;
var location = null;
function GetMap() {
// Open the comments to read values from contact entity page in CRM
var street = "10861 Weyburn Ave";//parent.document.forms[0].all.address1_line1.DataValue;
var state = "California";//parent.document.forms[0].all.address1_stateorprovince.DataValue;
var city = "Los Angeles";//parent.document.forms[0].all.address1_city.DataValue;
var postcode = "90024";//parent.document.forms[0].all.address1_postalcode.DataValue;
var country = "United state";//parent.document.forms[0].all.address1_country.DataValue;

var location = street + ', ' + city + ', ' + state + ', ' + postcode + ', ' + country;
map = new VEMap("contactMap");
map.LoadMap();
map.Find(null, location, VEFindType.Businesses, null, null, null, true, true, true, true, onfound);
}

//This function used to show the Pin Icon at the searched location
function onfound(layer, resultsArray, places, hasMore, veErrorMessage) {
if (places) {
var shape = new VEShape(VEShapeType.Pushpin, places[0].LatLong);
shape.SetTitle(location);
map.AddShape(shape);
}
}
</script>
</head>
<body onload="GetMap();">
<form id="form1" runat="server">
<div>
<div id="contactMap" style="position:relative; width:600px; height:400px;"></div>
</div>
</form>
</body>
</html>

2) Host this file on IIS of the same server of the Dynamics CRM.
3) Open Dynamics CRM and customize the Contact entity’s Main Form:
4) Add a Tab called Map (or whatever you prefer).
5) Add a Section and Iframe called Map in the Location tab.
6) Set the IFrame source as the URL of the hosted html file. Uncheck the Restrict cross-frame scripting option.
7) Save, close and Publish, and is ready.

Now when you view a Contact, go to the Map tab and will be displayed a map as defined address.

Saturday, July 31, 2010

How to Hide a Tab in an Entity MS CRM 4.0

Sometime user required to hide a tab in an Entity then use the following line of code:

crmForm.all.tab3Tab.style.display = "none";

Thursday, July 29, 2010

Override Custom Tool Tips On-Mouse-Over in MS CRM 4.0

Some time users give more information into what they should enter into a field? You can either make the label of a given field really long, put a field in a section on it's own, and write the description out in the section title, or you could use scripts to override the tool tip of the field.
Here's the script:
var oPopup = window.createPopup();
var oPopupBody = oPopup.document.body;
oPopupBody.style.fontFamily = 'Tahoma';
oPopupBody.style.border = '1px solid black';
function My_OrgName_showRatingPopup ()
{
oPopupBody.innerHTML = "<div><table style='font-size:xx-small'>";
oPopupBody.innerHTML += "<tr><td><b></b></td><td> Custom Tool Tip Text Here</td></tr></table></div>";
var x_coord = -100;
var y_coord = 20;
var width = 350;
var height = 90;
var documentElement = event.srcElement;
oPopup.show(x_coord, y_coord, width, height, documentElement);
}
//Be sure to modify the field name here so that you attach your OnMouseOver event
//to the correct field. The "_c" indicates the label of the field.
crmForm.all.new_customfield_c.attachEvent('onmouseover', My_OrgName_showRatingPopup);
Now just hover over your field label and you'll see you new custom tooltip pop up.

To read in detail <a href="http://blog.expertsoftware.co.uk/?tag=/mscrm&page=2">Click Here</a>. Original Post: <a href="http://blog.expertsoftware.co.uk/?tag=/mscrm&page=2">expertsoftware </a>

Wednesday, July 28, 2010

Calling a workflow of MS CRM 4.0 from c# code (ExecuteWorkflow Message (CrmService)).

Executes a workflow.

To perform this action, the caller must have access rights on the workflow entity instance.

// Set up the CRM Service.
CrmAuthenticationToken token = new CrmAuthenticationToken();
// You can use enums.cs from the SDK\Helpers folder to get the enumeration for Active Directory authentication.
token.AuthenticationType = 0;
token.OrganizationName = "AdventureWorksCycle";

CrmService service = new CrmService();
service.Url = "http://:/mscrmservices/2007/crmservice.asmx";
service.CrmAuthenticationTokenValue = token;
service.Credentials = System.Net.CredentialCache.DefaultCredentials;

// Create an ExecuteWorkflow request.
ExecuteWorkflowRequest request = new ExecuteWorkflowRequest();

//Assign the ID of the workflow you want to execute to the request.
request.WorkflowId = new Guid("b050f053-6968-dc11-bb3a-0003ffbad37a");

//Assign the ID of the entity to execute the workflow on to the request.
request.EntityId = new Guid("1DCDEE97-35BB-44BE-8353-58BC36592656");

// Execute the workflow.
ExecuteWorkflowResponse response = (ExecuteWorkflowResponse)service.Execute(request);

Tuesday, July 27, 2010

How to compare more than one column in where clouse using "NOT IN" in SQL Server

answer is: CHECKSUM

CHECKSUM computes a hash value, called the checksum, over its list of arguments. The hash value is intended for use in building hash indices. If the arguments to CHECKSUM are columns, and an index is built over the computed CHECKSUM value, the result is a hash index, which can be used for equality searches over the columns.

CHECKSUM satisfies the properties of a hash function: CHECKSUM applied over any two lists of expressions returns the same value if the corresponding elements of the two lists have the same type and are equal when compared using the equals (=) operator. For the purpose of this definition, NULL values of a given type are considered to compare as equal. If one of the values in the expression list changes, the checksum of the list also usually changes. However, there is a small chance that the checksum will not change.

BINARY_CHECKSUM and CHECKSUM are similar functions: they can be used to compute a checksum value on a list of expressions, and the order of expressions affects the resultant value. The order of columns used in the case of CHECKSUM(*) is the order of columns specified in the table or view definition, including computed columns.

CHECKSUM and BINARY_CHECKSUM return different values for the string data types, where locale can cause strings with different representation to compare equal. The string data types are char, varchar, nchar, nvarchar, or sql_variant (if its base type is a string data type). For example, the BINARY_CHECKSUM values for the strings "McCavity" and "Mccavity" are different. In contrast, in a case-insensitive server, CHECKSUM returns the same checksum values for those strings. CHECKSUM values should not be compared against BINARY_CHECKSUM values.
Examples
Using CHECKSUM to build hash indices

The CHECKSUM function may be used to build hash indices. The hash index is built by adding a computed checksum column to the table being indexed, then building an index on the checksum column.

-- Create a checksum index.
SET ARITHABORT ON
USE Northwind
GO
ALTER TABLE Products
ADD cs_Pname AS checksum(ProductName)
CREATE INDEX Pname_index ON Products (cs_Pname)

The checksum index can be used as a hash index, particularly to improve indexing speed when the column to be indexed is a long character column. The checksum index can be used for equality searches.

/*Use the index in a SELECT query. Add a second search
condition to catch stray cases where checksums match,
but the values are not identical.*/
SELECT *
FROM Products
WHERE checksum(N'Vegie-spread') = cs_Pname
AND ProductName = N'Vegie-spread'

Creating the index on the computed column materializes the checksum column, and any changes to the ProductName value will be propagated to the checksum column. Alternatively, an index could be built directly on the column indexed. However, if the key values are long, a regular index is not likely to perform as well as a checksum index.

LIVE EXAMPLE:

SELECT TBL1.* FROM TABLE1 TBL1
INNER JOIN TABLE2 TBL2 ON TBL1.COLUMN_NAME = TBL2.COLUMN_NAME
WHERE CHECKSUM(TBL1.COLUMN1,TBL1.COLUMN2) NOT IN (SELECT CHECKSUM(COLUMN1,COLUMN2) FROM ANOTHERTABLE)

Friday, July 23, 2010

What is Microsoft Dynamics CRM External Connector License?

The External Connector License is only necessary when external users access
data. The term “external users” means that users are not:
• The organization's employees
• The organization's contractors or agents
• Employees of a company affiliated to the organization
• Contractors or agents of a company affiliated with the organization
For example, an organization cannot set up an external connector license for
users in a call center environment.

Example A - License required
An organization must have an External Connector License if it wants to create a
web site where the organization's customers can view and maintain their contact
information that is stored in Microsoft Dynamics CRM.

Example B - License not required
An External Connector License is not required if an organization wants to create
a web site that only displays a form that allows the public to enter information
that will be saved in Microsoft Dynamics CRM. The key difference is that in
Example A, the external users have access to Microsoft Dynamics CRM data. In
Example B, external users will enter data that is saved in Microsoft Dynamics
CRM, but they do not have access to Microsoft Dynamics CRM data.

Creating Additional Organizations

When Microsoft Dynamics CRM is installed, the Microsoft CRM Server Setup
wizard prompts the Administrator for the default organization information. The
wizard, in turn, creates the organization record and adds it into the configuration
database.
Following installation of the Microsoft Dynamics CRM Enterprise Edition, any
additional organizations must be added by the CRM Administrator through a new
Organizations tool in Deployment Manager.

Perform the following steps to create a new organization using the Deployment
Manager's Organizations tool:

1. On your desktop, click the Start menu, click All Programs, click
the Microsoft Dynamics CRM program group, then click
Deployment Manager.
2. Click on the Organizations folder to view the existing
organizations.
3. To add a new organization, either right click on the Organizations
folder and select New Organization, or click Action on the menu bar
and select New Organization.
4. In the New Organization Wizard, on the Specify the Organization
Name window, enter the Organization name. The name cannot
include blank spaces or any unsupported characters.
5. When you tab out of the Organization name field, the same name is
prefilled in the Friendly name field. Change this value if required.
Note: You can add blank spaces back in to the Friendly name if
necessary. For example, if adding an organization record for
Northwind Traders, the organization name might be
“NorthwindTraders”, but the Friendly name could be “Northwind
Traders”.
6. The ISO currency code field specifies the base currency for the new
organization. Click the Browse button and select the new
organization's base currency. Click OK.
7. The Currency name and Currency symbol are prefilled based on the
selected base currency. Click Next.
8. On the Help Us Improve the Customer Experience window, select
whether this organization is willing to participate in the Customer
Experience Improvement program. Click Next.
9. On the Select SQL Server window, select from the drop down list the
Microsoft SQL Server that contains the CRM database. Click Next.
10. On the Specify Reporting Services Server window, the report server
URL is prefilled for you. Change this value if necessary. Click Next.
11. On the System Requirements window, review the results of the
verification tasks. If any errors occur, click Details for more
information. If necessary, click Back to correct any previously
entered information. If no errors occurred, click Next.
12. On the Ready to Create window, verify the organization information.
If anything requires change, click Back to correct the information. If
all the information is correct, click Create.
13. Click Finish once the New Organization is successfully created.
14. The new organization will appear in the Organizations folder.

Microsoft Dynamics CRM uses Active Directory for storing information
regarding:
• Users
• Client computers
• The Organizational Unit
• Security groups