Search This Blog

Sunday, February 13, 2011

Convert to managed solution functionality

After our initial CRM 2011 Beta release, MS added new functionality that will allow you to convert unmanaged customizations to managed solution components in organizations upgraded from CRM 4 to CRM 2011. This will help you to convert unmanaged customizations to managed solutions in your existing customers’ upgraded organizations.

When a managed solution is imported, if any components in the managed solution are already installed in the organization as unmanaged, you will be prompted to convert the components to managed as part of the import process. For full details, please see the “Upgrade Your Customizations from Microsoft Dynamics CRM 4.0” section in the latest SDK documentation.

This functionality has been made available in the recently released beta patch (already applied to CRM 2011 Online Beta organizations and available for download for on-premise organizations).

LINQPad Plugin for Microsoft Dynamics CRM 2011

Project Description

LINQPad Plug-in for Microsoft Dynamics CRM 2011 lets you use LINQPad tool to query Microsoft Dynamics CRM 2011 with the CRM LINQ provider shipped with Microsoft Dynamics CRM 2011 SDK.
LINQPad ( is a tool that may be described as "SQL Management Studio for LINQ queries”. LINQPad supports many standard .NET LINQ providers as well, as many of nonstandard ones. This project is intended to add support for the Microsoft Dynamics CRM 2011 LINQ-to-CRM provider.

Connect to Microsoft Dynamics CRM 2011 – Online or OnPremise - browse entity schema, write and execute LINQ-to-CRM queries.

1) Support of all Microsoft Dynamics CRM 2011 deployment types: Online, OnPremise and SPLA
2) Entity schema browsing – navigating through entity sets, entity attributes and relationships
3) Writing and executing LINQ queries against entity sets
4) Examining QueryExpression used for actual data retrieval

Installation instructions
1) Make sure you have .NET Framework 4.0 and Windows Identity Foundation installed
2) Download and install LINQPad for .NET Framework 4.0 from
3) Download CrmLINQPadPlugin.lpx from ‘Downloads’ section of this page
4) Run LINQPad and register the plugin – go to "Add Connection\View More Drivers\Browse" and select CrmLINQPadPlugin.lpx
5) To create a CRM connection, click "Add Connection" and select "MS CRM 2011" in "Use a typed data context from your own assembly" section





why can't new the Topic attribute map in Lead's account_originating_lead relationship?

Problem :

I want the "Topic" data to automatically pull over from the lead record when the lead is converted to an account. I created a new attribute called "Originating topic" on Account form (type, format, and length are all same as Lead's topic attribute). And then try to create a mapping for it in Lead's account_originating_lead relationship, but it always pops up an error stating this attribute map is invalid. A vaild attribute map must meet these requirements: - The data type must match. - The length of the target attribute cannot be shorter than the source attribute. ....
I am sure the map meets those requirements.  And I created a map for another attribute, it works.
so I was wondering why the map for "topic" cannot be created. how do I solve this?
Appricate any advice.

Soln :
Both the Source and Target fields have to be published on the forms for their entities.  But you know what?  That's not enough.  Why?  Because CRM is lying to you .  Open your Metadata Browser to the following location, and tell me what you see for the "Subject" field:
http://<crm server>/<org>/sdk/mdbrowser/entity.aspx?entity=lead
The length is different, isn't it?  Why?  Because CRM is superior to you in every way, and it wants to make you feel like a small boy in the middle of a Civil War.  Apparently there's a mismatch in what the Metadata knows, and what the customization UI represents.  The fix?  Simply increase your target attribute to the length identified by the Metadata.
The mind-trip?  Before you create the mapping, change the target attribute back to the original value that you first believed was right.  It works.  The secret?  Occam's Razor gives us the best answer:  it's magic.

for details discussion visit the link below

Internet Facing Deployment Access

Most of your questions are convered in the CRM Implementation Guide and the IFD Deployment Guide.

1. Correct: all users have to have a CRM user record to access CRM, regardless of whether you use on-premise or IFD configuraiton.
2. No: if you are using IFD configuration, then users can access CRM from any domain.
3. CRM doesn't integrate directly with Microsoft Exchange. Users can use CRM for Outlook which will process their email through Outlook, or you can configure the CRM E-mail Router to process mail on any email server

When a user visits the CRM URL they will be presented with a login form. They will need to enter their username and password, but they don't need to enter the name of the domain.
Like I said, there is no direct integration between Exchange and CRM. There is an option to use the CRM E-mail Router to connect an Exchange Server to CRM, but this is not a mandatory requirement. It all depends whether you need/want email processing or not, and whether the Exchange Server administrator wants you to connect the CRM E-mail Router to the Exchange Server or not.

Yes, when all users must have a CRM user record. And all CRM users must have an Active Directory user account. So therefore all users must have a CRM user record and an Active Directory user account.
Regarding Lotus Notes, the CRM E-mail Router can collect email from any POP3 mailbox and can deliver messages via an SMTP server. That's the theory. So if your dealer's Lotus Notes server is configured to allow the CRM E-mail Router to connect to the users' mailboxes via POP3 and you can access any SMTP server then you should be able to integrate with CRM to send and receive emails.
However, in practice, Lotus Notes is difficult to work with, Notes administrators don't want third-party services anywhere near the Domino server and there is very little help available -- so it will be a difficult job.

Please visit following link for full discussion

Can We Synchronize Custom entity records from Outlook to MS CRM ?

Monday, February 7, 2011

how to disable/remove dynamic exports from the export to excel option

Hi ,

I dont think , its possible via any normal customization. , may be you can edit the MS CRM form which shows export to Excel screen and hide this options.

the name of form is "export_dlg.aspx" in _Grid\Print folder CRM source code where you install CRM.
You can hide the option by commenting HTML code which displays this Radio buttons.

Its Little risky , you need to do it carefully.

Vilas Magar

Can I import full customization from MS CRM 4.0 to MS CRM 2011 ?

MUI Provisioning failed - Workaround

This is a workaround for an error encountering while applying a language pack on a supported environment.

They were able to install a MUI (language pack) but were not able to enable it, if any entity has had its form settings edited. When activating the language pack, a SQL error is returned: “Cannot insert duplicate key row in object 'dbo.LocalizedLabel' with unique index '
ndx_LocalizedLabel_ForSingleSelect'.” The error that was shown in the event viewer.
At the time I did not know of a solution, but today I was looking through some things and noticed a
comment with the same solution/workaround as what I found. Note that a proper hotfix is being developed.

Before using this workaround, make sure you have the exact same error and situation. If that's the case, make sure you have a backup of your CRM database before you execute the following T-SQL query:

DELETE FROM MetadataSchema.LocalizedLabel WHERE customizationlevel = 2

And you are good to go.

The JavaScript snippets directory for MS CRM

The JavaScript snippets directory for all Microsoft CRM Issue

Call ASPX page from MS CRM 4.0 using Javascript OnSave Event

Copy and paste the following code in OnSave event of Form in MS CRM entity

var APP_URL = "";

function GetXMLResponse(APP_URL)

xmlHttp=new ActiveXObject('Msxml2.XMLHTTP');'POST', APP_URL + '/Validations.aspx?oId=' + crmForm.ObjectId + '&oType=DOC' , false);
xmlHttp.setRequestHeader('Content-Type', 'application/x-www-form-urlencoded');

if (xmlHttp.readyState==4)
myXmlDoc = xmlHttp.responseXML;


alert('Error in load...' + e);

Thursday, February 3, 2011

Sending SMS through Microsoft CRM

Sending SMS through Microsot Dynamics CRM
For more details please send request through comments.

We can send SMS throught CRM using a SMS Gateway