Top 100 CRM blogs on the Planet for the year 2020

Hi Folks,

I am extremely happy to share that my blog is 75th in the list of best CRM blogs on the planet ranked by Feed spot.

Thank you for the readers and I will continue to contribute to the community through my blog going ahead.

https://blog.feedspot.com/crm_blogs/

Top 100 image from feedspot

Cheers,

PMDY

Change the Time Zone in Azure VM

Hi,

We recently had to spin up a new Azure VM to run some of our Batch jobs where we need to schedule them to run at specific times in Singapore Time Zone.

But surprisingly when when we VM is provisioned and started…we see the default time zone is set to UTC. Usually by default, every time this would be set to UTC.

In our case, we need to change it to SGT(Singapore Time Zone). The usual way of changing the time zone from Settings–> Time & Language was not possible as this is disabled in our case. But even though it is enabled and changed here, it would be reverted back to UTC when we allocate & deallocate the VM.

So you can use Power Shell Scripts to make this thing work for you. Use below to get all time zones.

Get-TimeZone -ListAvailable

If you want to filter the list, you can do so like

Get-TimeZone -ListAvailable | where ({$_.Id -like “Singapore*”})

Finally for setting the timezone, you can use this cmdlet

Set-TimeZone -Id “Singapore Standard Time”

Hope this helps…

Thank you.

Cheers,
PMDY

Fix : Could not load file or assembly ‘Microsoft.IdentityModel.Clients.ActiveDirectory..The system cannot find the file specified.”:”Microsoft.IdentityModel.Clients.ActiveDirectory..

Hi Folks,

Recently I came across this problem with one my console applications while working with ADAL library. After debugging for a while, came to know that this DLL referenced had been updated and I strangely note that error popping up.

Then I came to know that there was an assembly binding defined with a different version from the DLL present in the bin folder. So I tried to understand a bit about assembly binding and what assembly binding redirect is all about.

Why are binding redirects needed at all?

Suppose you have application A that references library B, and also library C of version 1.1.2.5. Library B in turn also references library C, but of version 1.1.1.0. Now we have a conflict, because you cannot load different versions of the same assembly at runtime. To resolve this conflict you might use binding redirect, usually to the new version (but can be to the old too). You can do that by adding the following to app.config file of application A, under configuration>runtime>assemblyBinding section (see here for an example of full config file):

<dependentAssembly>
    <assemblyIdentity name="C"  
                      publicKeyToken="32ab4ba45e0a69a1"  
                      culture="en-us" />  
    <bindingRedirect oldVersion="1.1.1.0" newVersion="1.1.2.5" />  
</dependentAssembly>

You can also specify a range of versions to map:

<bindingRedirect oldVersion="0.0.0.0-1.1.1.0" newVersion="1.1.2.5" />  

Now library B, which was compiled with reference to C of version 1.1.1.0 will use C of version 1.1.2.5 at runtime. Of course, you better ensure that library C is backwards compatible or this might lead to unexpected results.

You can redirect any versions of libraries, not just major ones.

If you want to know more about assembly binding, redirects. Please refer to below post.

https://www.codeproject.com/Articles/12215/Assemblies-locating-binding-and-deploying

Finally I was able to resolve this issue by commenting this section in App.config. The fix seem to be easy.

Hope this helps.

Cheers,

PMDY

 

Power Apps component framework (PCF) – Beginner guide

Rajeev Pentyala - Microsoft power platform blog

Off late, I have been receiving lot of requests to explain the nitty-gritty of Power Apps component framework aka PCF.

While there are tons of great articles and videos on PCF are already available, I decided to provide comprehensive PCF beginner guide along with steps to reuse the pre-built controls.

Topics to be covered in this article:

  • What is PCF?
  • How we survived Pre-PCF era?
  • Pre-requisites
  • Understand the file structure of PCF control
  • Get familiar with commands
  • Build a simple PCF control.
  • Run and Debug in Browser
  • Packaging PCF control to a Solution
  • How to download and use the sample pcf controls
  • Add components to Model Driven App

Lets get started and dive in to the details.

What is PCF?

  • With PCF we can provide enhanced user experience for the users to work with data on forms, views, and dashboards.
  • For example, a basic ‘Whole Number’ field can be turned…

View original post 1,639 more words

Pro-grammatically create Document location records in SharePoint Online from Dynamics Customer Engagement Online without using native integration

Hi Folks,

Have you ever got a requirement to specifically create records in SharePoint without using the out of the box CRM-Sharepoint integration, then your were at right place and this post is going  absolutely help you with your requirement.

With the out of box integration, we will be able to create records in SharePoint when we navigate to OPEN LOCATION under Document Associated grid. But this adds record GUID to name of the record being created. But in our case, we only want the document location record to be created  with the name of the record. Please use the below code…all you need is Tenant ID, Resource ID, Client ID, Client Secret and your SharePoint domain and URL.

This approach uses Access token approach using the SharePoint based Add-in.

Steps to create SharePoint based Add-in. Navigate to below URL…

Ex: [Site Collection URL]/_layouts/15/AppRegNew.aspx0

AppRegNew Form

At this point, you’ll need to fill in the following details,

Name Description
Client Id Click Generate unique client id for your add-in. It’s a GUID which will be used to identify your add-in.
Client Secret Acts like a password for your add-in. It will include some special characters as well. So while using it, we have to encode the same first.
Title The name of your add-in that will be displayed to the end user.
App Domain For provider-hosted add-in, this will be the domain where, the add-in is hosted. For token generation add-in, fill in any value. Make sure, not to include protocols(https) or slashes(/).
Redirect URI For provider-hosted add-in, fill in the redirect URL. For token generation add-in, fill in any value.

Once you have filled in all the below details, hit Create to register the add-in1

Register SharePoint Add-in

    • You will be navigated to a page displaying the details of your add-in. Save Client Id & Client Secret for future references(Don’t forget this step as you won’t be able to navigate to this page to view details later)2                                  SharePoint Add-in Identifier
    • Grant permission to an add-in

      Now that the identifier is created, we need to grant the necessary permission for it to perform any action. In this example, I’ll demonstrate how to grant full control access on a Site Collection.

      • Navigate to
        [Site Collection URL]/_layouts/15/AppInv.aspx

        3

      • Enter your Client Id value in the App Id option and hit the Lookup button. Details of your add-in will be displayed automatically.4
      • Now this is crucial, you need to give permissions to your app. In the option, Permission Request XML, let’s write the below XML code to grant our add-in full control on the given site collection.Capture
      • Just hit the Create button. You will now be prompted to trust the add-in for all the permissions that it requires.5                                      Trust SharePoint Add-In
      • Hit the Trust It to grant the requested accesses. You can navigate to the following URL to also confirm that the permission has been assigned to the add-in.
        [Site Collection URL]/_layouts/15/appprincipals.aspx

        6

    • Now once you have created the app in SharePoint, you need to get the access token to perform CRUD Operations in SharePoint using REST API.
    • For testing purpose, you can use either POSTMAN or a console application…I have written the approach in both the ways.
    • For retrieving Tenant ID firstly using postman..
    • Perform a GET Request to the following URL..
    • [Site Collection URL]/_vti_bin/client.svc
    • After entering the above URL in the text-box in the URL text-box. We will get the Unauthorized exception on accessing the information. Because SharePoint Online is very much secured and that doesn’t allow anonymous users to access the information for their site. The below is the error message response, after sending the request. Highlighted is your Tenant ID..note it down..Capture1
    • Instead you can use the below C# code to get the Tenant ID details:public string GetTenant(string stGetTenantDetailsUrl)
      {
      WebRequest myWebRequest;
      string tenantID = string.Empty;
      string resourceID = string.Empty;
      string accessToken = string.Empty;myWebRequest = WebRequest.Create(stGetTenantDetailsUrl);
      myWebRequest.Method = “GET”;
      myWebRequest.Headers.Add(“Authorization”, “Bearer”);
      WebResponse myWebResponse = null; ;
      try
      {
      myWebResponse = myWebRequest.GetResponse();
      return tenantID;
      }
      catch (System.Net.WebException ex)
      {
      //get the Web exception and read the headersstring[] headerAuthenticateValue = ex.Response.Headers.GetValues(“WWW-Authenticate”);
      if (headerAuthenticateValue != null)
      {foreach (string stHeader in headerAuthenticateValue)
      {
      string[] stArrHeaders = stHeader.Split(‘,’);
      //loop all the key value pair of WWW-Authenticate
      foreach (string stValues in stArrHeaders)
      {if (stValues.StartsWith(“Bearer realm=”))
      {
      tenantID = stValues.Substring(14);
      tenantID = tenantID.Substring(0, tenantID.Length – 1);
      }
      if (stValues.StartsWith(“client_id=”))
      {
      //this value is consider as resourceid which is required for getting the access token
      resourceID = stValues.Substring(11);
      resourceID = resourceID.Substring(0, resourceID.Length – 1);
      }
      }}

      }

      return tenantID;//your tenant ID
      }
      }

    • Next step is to get the Access token..from Postman..

                                         Generate the Access Token

      In response header, we will get WWW-Authenticate as one of the header and that contains the necessary information required for next step. The realm value contains the tenant id for the SharePoint Online site and clientid value contains the resource information (we’ll use it later).

      Key Syntax Value
      Content-Type application/x-www-form-urlencoded application/x-www-form-urlencoded

      Body

      Key Syntax Value
      grant_type client_credentials client_credentials
      client_id ClientID@TenantID 4b4276d0-74cd-4476-b66f-e7e326e2cb93@10267809-adcb-42b6-b103-c7c8190b3fed
      client_secret ClientSecret nuC+ygmhpadH93TqJdte++C37SUchZVK4a5xT9XtVBU=
      resource resource/SiteDomain@TenantID 00000003-0000-0ff1-ce00-000000000000/spsnips.sharepoint.com@10267809-adcb-42b6-b103-c7c8190b3fed
      • After applying the configuration, click Send button. That will returns the response with the Access Token.

      Fig 7: Postman response contains Access Token

      You can use the below C# code to generate access token

      public string GetAuthorisationToken(string stGetAccessTokenUrl, string stSiteDomain, string tenantID, string resourceID, string stClientID, string stClientSecret)
      {

      string accessToken = string.Empty;
      stGetAccessTokenUrl = string.Format(stGetAccessTokenUrl, tenantID);

      WebRequest request = WebRequest.Create(stGetAccessTokenUrl);

      request.ContentType = “application/x-www-form-urlencoded”;
      request.Method = “POST”;

      string postData = “grant_type = client_credentials” +
      “&client_id =” + WebUtility.UrlEncode(stClientID + “@” + tenantID) +
      “&client_secret =” + WebUtility.UrlEncode(stClientSecret) +
      “&resource =” + WebUtility.UrlEncode(resourceID + “/” + stSiteDomain + “@” + tenantID);

      byte[] byteArray = Encoding.UTF8.GetBytes(postData);
      // Set the ContentType property of the WebRequest.
      request.ContentType = “application/x-www-form-urlencoded”;
      // Set the ContentLength property of the WebRequest.
      request.ContentLength = byteArray.Length;
      // Get the request stream.
      Stream dataStream = request.GetRequestStream();
      // Write the data to the request stream.
      dataStream.Write(byteArray, 0, byteArray.Length);
      // Close the Stream object.
      dataStream.Close();

      try
      {
      using (WebResponse response = request.GetResponse())
      {
      dataStream = response.GetResponseStream();
      // Open the stream using a StreamReader for easy access.
      StreamReader reader = new StreamReader(dataStream);
      // Read the content.
      string responseFromServer = reader.ReadToEnd();
      // Clean up the streams.
      reader.Close();
      dataStream.Close();
      //Get accesss token
      accessToken = “access_token\”:\””;
      int clientIndex = responseFromServer.IndexOf(accessToken, StringComparison.Ordinal);
      int accessTokenIndex = clientIndex + accessToken.Length;
      accessToken = responseFromServer.Substring(accessTokenIndex, (responseFromServer.Length – accessTokenIndex – 2));

      return accessToken;

      }
      }
      catch (WebException wex)
      {
      HttpWebResponse httpResponse = wex.Response as HttpWebResponse;
      createlog(_service, “Error occured” + wex.ToString());
      throw new InvalidPluginExecutionException(“Exception occured while retrieving Access Token” + wex.ToString());

      }

      }

      Once we are received the access token, you were all set and we got the authorization to access the SharePoint data based on the permission applied in Grant Permission of Add-In .

      So now we would implement our logic to create folders in plugin…make sure we should be passing the Access token received while accessing share point.

      public void CreateFolder(string sharePointSite, string token, string library, string folder,Guid entityID)
      {
      string result = string.Empty;
      StringBuilder sb = new StringBuilder();
      sb.Append(sharePointSite);
      sb.Append(“_api/web/GetFolderByServerRelativePath(decodedUrl='”);
      sb.Append(library);
      sb.Append(“‘)/Folders”);
      Uri uri = new Uri(sb.ToString().Replace(“{“, “”).Replace(“}”, “”));
      HttpWebRequest wreq = (HttpWebRequest)WebRequest.Create(uri);
      wreq.Headers.Add(“Authorization”, “Bearer ” + token);
      wreq.Method = “POST”;
      wreq.ContentType = “application/json”;
      string postData = “{‘ServerRelativeUrl’:’folder’}”;
      postData = postData.Replace(“folder”, folder);
      byte[] byteArray = Encoding.UTF8.GetBytes(postData);
      wreq.ContentLength = postData.Length;
      Stream dataStream = wreq.GetRequestStream();
      dataStream.Write(byteArray, 0, byteArray.Length);
      dataStream.Close();
      WebResponse wresp = null;
      try
      {
      wresp = wreq.GetResponse();
      using (wresp = wreq.GetResponse())
      {
      dataStream = wresp.GetResponseStream();
      StreamReader reader = new StreamReader(dataStream);
      string responseFromServer = reader.ReadToEnd();
      reader.Close();
      }
      }
      catch (WebException wex)
      {
      HttpWebResponse httpResponse = wex.Response as HttpWebResponse;
      createlog(_service, “Error occured” + wex.ToString());
      throw new InvalidPluginExecutionException(“Exception occured while creating record” + wex.ToString());
      }
      }

  • You can place the Client ID, Client Secret, Sharepoint domain name in Unsecure configuration in Plugin for easier movement of code to other environment.
  • Entire code is available here…you can grab it…
  • Hope this helps some one looking out integrating Dynamics CRM Online with SharePoint online without relying on out of box integration between Dynamics CRM & SharePoint.
  • Hope you enjoyed this post…please post your valuable comments..

Cheers,

PMDY

Visual Studio Cache Cleanup – Tip to Step into your DLL Code

Hi,

Have you had a situation where you had to debug a DLL code referred from your existing .Net Assembly.

Possibly you could have added a reference…but still not able to step into your respective DLL even after adding project references and placing PDB in bin folder, then this tip of Visual Studio is for you…

First of all, here’s how to clear the Component Cache…

1. Close Visual Studio (ensure devenv.exe is not present in the Task Manager)
2. Delete the %USERPROFILE%\AppData\Local\Microsoft\VisualStudio\14.0\ComponentModelCache directory
3. Restart Visual Studio.

You could also need to cleanup your user’s temp folder. It is usually located under  %USERPROFILE%\AppData\Local\Temp.

Now try to debug and verify…possibly you need to try the user profile temp data clearing also.

If the above fails, you can go with approach…but be careful before proceeding…

%USERPROFILE%\AppData\Local\Microsoft\Team Foundation
%USERPROFILE%\AppData\Local\Microsoft\VisualStudio
%USERPROFILE%\AppData\Local\Microsoft\VSCommon

Then, open the Visual Studio IDE folder in command prompt and Run devenv /resetuserdata from the Visual Studio IDE folder.
Typical location for 64 bit: C:\Program Files (x86)\Microsoft Visual Studio 10.0\Common7\IDE
Typical location for 32 bit: C:\Program Files\Microsoft Visual Studio 10.0\Common7\IDE

Hope this helps…troubleshooting…

Cheers,

PMDY

Enable logging in CE without any third party tools

Hi,

Have you ever had an issue where you need logging mechanism to troubleshoot…

Out there we have some 3rd party software which can help with this…but we can use Notes entity in CE so that we can enable logging to our .Net Assembly code with out any other 3rd party additions.

Add the below part to your code..

#region Create Log
public void createlog(IOrganizationService service, string message)
{
try
{
Entity _annotation = new Entity(“annotation”);
_annotation.Attributes[“mimetype”] = @”text/plain”;
_annotation.Attributes[“notetext”] = message;
service.Create(_annotation);
}
catch { }
}
#endregion

And use the method above to create log wherever needed like below..no other DLL additions required..you fill find the logs under Notes entity.

createlog(service, “Your String to be logged”);

Hope this helps while troubleshooting…

Cheers,

PMDY

Advanced Find Layout Problem

Hi,

Some day or the other you might encounter this problem…

I faced it again today, so just want to keep this post as quick reference…

When you open Advanced Find in CRM, suddenly this screen keeps popping up which is due to caching issues in your browser. Just follow along..

Screen will look weird as below….

Capture for blog

Fix:

  • Hit F12 in your Browser and find the Console tab in the window
  • In the console window screen where the screen blinks…key in the below  command and then press enter..
  • localStorage.clear()
  • Screen looks like as below…and good to proceed..Capture
  • Go ahead and refresh your browser page by pressing F12….there you go!!!

 

Cheers,

PMDY

Understand differences between System.Collections.Generic.List.Add() & System.Collections.Generic.List.AddRange()

Hi,

For now we will jump back to our C# Collections to gain some understanding…

Firstly whenever we would like to add just one element to the collection we use List.Add as below

List<OrganizationRequest> RequestCollection = new List<OrganizationRequest>();

OrganizationRequest class is provided in Microsoft.Xrm.Sdk namespace.

For this list of organization request collection…if we want to add an element..we can do like this where CreateRequest  is part of OrganizationRequest

CreateRequest transCreate = new CreateRequest { Target = orderTransaction };
RequestCollection.Add(transCreate);//Adding a create request

Suppose if we want to add multiple elements…we can use as below..

RequestCollection.AddRange(orderStarValue,totalRewardStars,salesOrder,orderDate);

Hope this helps..

 

[Fix]-A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again…and it’s consequenes..

Hi,

Recently we faced an issue while deploying solution to other environment from Dev..getting below error in Dynamics 365 On premise 8.2 version..

A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again.

This could be due to below reasons..

1. One entity has two CustomControlDefaultConfigs

Like that

We tried to delete one of the duplicated CustomControlDefaultConfig (randomly). This works in some cases.

2. Entity with unique  CustomControlDefaultConfigid, but solution import crashes with error customcontroldefaultconfig With Id = d3226572-022c-e611-80e6-00155dc26410 Does Not Exist. The solution contains only one CustomControlDefaultConfig for this entity

<CustomControlDefaultConfigs>

<CustomControlDefaultConfig>

<PrimaryEntityTypeCode>10084</PrimaryEntityTypeCode>

<CustomControlDefaultConfigId>{bd771d8c-2cd6-e511-80d4-00155d0e4417}</CustomControlDefaultConfigId>

<ControlDescriptionXML>

<controlDescriptions />

</ControlDescriptionXML>

<IntroducedVersion>1.0</IntroducedVersion>

</CustomControlDefaultConfig>

</CustomControlDefaultConfigs>

This could be due to corrupt config setting as in our case.

Fix:

Delete the CustomControlDefaultConfigId present in the entity which is creating the issue, open the Customizations.xml in the solution and delete the highlighted ID.CaptureFor this use XRM Toolbox Bulk Delete tool to delete this ID as below, as this can’t be done using UI.

Capture1

To Delete a record we would we would use Bulk Delete Tool

Capture2

Capture3

Here is fetchXML to be used and replace the below highlighted ID in green with the ID from the customizations.xml

<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”>

<entity name=”customcontroldefaultconfig”>

<filter type=”and”>

<condition attribute=”customcontroldefaultconfigid”

operator=”eq”

value=”{a88b6a06-3f20-e811-9661-00155d00a048}” />

</filter>

</entity>

</fetch>

You can use FetchXML Tester to verify if the record exists and after delete again you can run to verify if record got deleted..

Once record is deleted, try import the same solution again and it should work.

This works so that the solution from Dev would be imported to other environment but the Publish Customizations fails on import, you might encounter below issues..when publishing..

  • Getting Dependency Calculation There was an error calculating dependencies for this component. Missing component id {0}
  • Failure trying to associate it with CustomControlDefaultConfig

Reason:

If there is any orphan record exists in “CustomControlDefaultConfigBase” table in the target environment it would cause solution import failure or ‘Publish Customizations’ error.

Fix:

CRM On-Premise

  • Check if any orphan records in CustomControlDefaultConfigBase tabel. (Use below queries)
    • SELECT * FROM CustomControlDefaultConfigBase WHERE PrimaryEntityTypeCode NOT IN (SELECT ObjectTypeCode FROM Entity)
  • Note: before continuing, a backup database is recommended.
  • Delete from the Target environment the CustomControlDefaultConfig records with orphaned Object Type Codes:
    • DELETE FROM CustomControlDefaultConfigBase WHERE PrimaryEntityTypeCode NOT IN (SELECT ObjectTypeCode FROM Entity)

Prevention Tip:

  • If you are adding an entity to your solution, always add ‘Primary key’ field
    • In the source environment open the Solution being imported
    • Open each Entity and expand Fields
    • Make sure that every entity has its “Primary Key” added to the solution.

solution-add-primary-key-field-of-entity

Hope this helps..

Cheers,

PMDY