Useful Tools in CRM 2011

some of the useful tool which are available in Codeplex.

Ribbon Editor Tool : To customize Ribbon easily http://ribboneditor.codeplex.com/

Site Map Editor Tool: For easy sitemap editing http://sitemapeditor.codeplex.com/

JavaScript Resource Manager: http://jswebresourcemanager.codeplex.com/

Odata Designer Tool : http://crm2011odatatool.codeplex.com/

CRM 4 - CRM 2011 javascript converter: http://crm2011scriptconvert.codeplex.com/

MetaData Browser : http://crm2011metabrowser.codeplex.com/

Step by Step: Upgrading CRM 2011 RC – CRM 2011 RTM

1.                  Uninstall the RC

Uninstall CRM 2011 RC using add or remove programs

Uninstallation of CRM 2011 RC has been finished.

 2.       Install to existing databases using the RTM bits

Now run the CRM 2011 RTM installation wizard

CRM 2011 RTM installation finished.

Now download the RTM Patch (KB 2461082) Click!

 3.      Apply the RTM Patch (KB 2461082) against the RTM server. This will enable you to import      RC organizations if needed.

Installing the Outlook update patch

Installing Reporting server Extension patch

4.Run the SQL Script from KB 2461082 against any Microsoft Dynamics CRM 4.0 organizations that were upgraded to Microsoft Dynamics CRM 2011 while the server was using RC bits.

here is the SQL Script

delete from UserQueryBase where QueryType = 256 and ReturnedTypeCode = 2 and (FetchXml is null or LEN(FetchXml) = 0)



insert into UserQueryBase



(UserQueryId, Name, Description, ReturnedTypeCode, QueryType, FetchXml,



ColumnSetXml, LayoutXml, OwningBusinessUnit, ModifiedBy, ModifiedOn, CreatedBy, CreatedOn,



StatusCode, StateCode, OwnerId)



Select NEWID(), Name, Description, 2, 256, FetchXml,



ColumnSetXml, LayoutXml, OwningBusinessUnit, ModifiedBy, getutcdate(), CreatedBy, getutcdate(),



StatusCode, StateCode, OwnerId from UserQueryBase where QueryType = 16 and ReturnedTypeCode = 2 and ParentQueryId is null



Go

Increase the Maximum Records exported to Excel in CRM 2011

some times you needs to export more than 10000 records from CRM to reimport it back into other environment. But default CRM supports upto 10000 records while exporting crm records into Excel.

Follow the steps below to make the change at the database level in CRM 2011/4.0 to extend the limitation.

• Open SQL Mangement Studio
• Use the <organization>_MSCRM database
• Open the OrganizationBase table
• Locate the column – MaxRecordsForExportToExcel
• Change the value to the new value, to which extent you wants to increase.

Thats it, now you can export data to your wish. No limitation... :)

"My best friend is the one who brings out the best in me."
- Henry Ford

From Ribbon button calling On demand workflow for selected records of grid in CRM2011

From Ribbon button calling On demand workflow for selected records of grid in CRM2011


Add the following code in the customization.xml file while customizing the ribbon button
<CommandDefinitions>
          <CommandDefinition Id="Cmd_JavaScript2">
            <EnableRules>
              <EnableRule Id="Mscrm.Enabled" />
            </EnableRules>
            <DisplayRules />
            <Actions>
              <JavaScriptFunction Library="$webresource:new_callworkflow" FunctionName="myworkflow">
               // Add this line to get the list of selected records guid's
               <CrmParameter Value="SelectedControlSelectedItemReferences" />
              </JavaScriptFunction>
            </Actions>
          </CommandDefinition>
</CommandDefinitions>



Add this java script in the web resource "new_callworkflow"
function Myfunction(SelectedControlSelectedItemReferences) {

    var allItems = new Array
    var allItems = SelectedControlSelectedItemReferences

    var iTotal = allItems.length;
    if (iTotal > 0) {
        for (var i = 0; i < iTotal; i++) {
        //    alert(allItems[i].Id)
callworkfow(allItems[i].Id);
        }
        alert("Success");
    }
    else
      alert("Please select any record to perform required action");
  

}


function callworkfow(id)
{

try
{

var guid;

if(id == null)
{

 guid =Xrm.Page.data.entity.getId();
}
else
guid = id;

// assign workflow guid
var WorkflowId ="0ACBCECD-DE6C-4E86-A767-0B1EE34B03D2";

  var xml = "" +
    "<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
    "<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +
    Xrm.Page.context.getAuthenticationHeader() +
    "<soap:Body>" +
    "<Execute xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" +
    "<Request xsi:type=\"ExecuteWorkflowRequest\">" +
    "<EntityId>" + guid + "</EntityId>" +
    "<WorkflowId>" + WorkflowId + "</WorkflowId>" + //WorkflowId = guid of the workflow
    "</Request>" +
    "</Execute>" +
    "</soap:Body>" +
    "</soap:Envelope>";

  var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
  xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
  xmlHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Execute");
  xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
  xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
  xmlHttpRequest.send(xml);

  var resultXml = xmlHttpRequest.responseXML;

if(id == null)
alert("Success");
  return (resultXml.xml);
}
catch(e)
{
  alert("Failed to Execute");
}
}