Microsoft CRM 4.0 – Applications certification and SQL 2008

On Microsoft learning page (http://www.microsoft.com/learning/en/us/certification/dynamics-crm-professional.aspx#tab2) it is said that exam 70-431 - Microsoft SQL Server 2005 – Implementation and Maintenance is elective for Microsoft Certified Business Management Solutions Professional – Applications for Microsoft Dynamics CRM 4.0 certification.

There is nothing said about SQL 2008 exams on this page.

So I sent an email to Microsoft and here is their response:

Dear Dejan,
Thank you for your email.
We are glad to inform you that the Exam 70-432: TS: Microsoft SQL Server 2008, Implementation and Maintenance can be counted as an elective for Microsoft Certified Business Management Solutions Professional – Applications for Microsoft Dynamics CRM 4.0 certification.
As that new exam has been released recently, it has not been added to the certification path yet.
Please note that the update of the Certification Tree has been planned for the end of September 2009.
Then, the exam 70-431 will be visible in the certification path for
Applications for Microsoft Dynamics CRM4.0 certification on the
Microsoft Learning website, as that certification will be uploaded to the Transcripts of all customers who have completed the certification requirements by passing exam 70-432.
We hope that provided information is of assistance.
If you have any further questions please get in touch with us and we will be happy to assist you in any way we can.

Link to custom entity – use of etn instead of etc argument

If you want to create a direct link to an out-of-a-box entity it is a very simple task: Right-click on one instance (let’s say account) and select “Copy Shortcut”.

Then just just change the GUID in the URL to open desired account. For the Account this URL looks like this: http://SERVER:PORT/OrganizationName/sfa/accts/edit.aspx?id={GUID}

Custom entities

All custom entities have the same URL structure: http://SERVER:PORT/OrganizationName/userdefined/edit.aspx?id={GUID}&etc=EntityTypeCode

Notice the entity type code? This code is created when creating the entity. But for some reason Entity Type Code can be (in most cases) different on every CRM instance. This means that if you are creating a plugin that needs to create a link to the entity, you will have to query metadata to get the code or enter that code in configuration part.

But there is a better way:

Instead of “etc” argument you can use “etn” (Entity Name) in the query string. Then use the logical name of the entity. Logical name is the same on all instances.

http://SERVER:PORT/OrganizationName/userdefined/edit.aspx?id={GUID}&etn=EntityName

http://testsrv:5555/Contoso/userdefined/edit.aspx?id={08B91EBF-525A-DE11-94A6-002354F5ABA2}&etn=new_testentity

Get a list of searchable attributes from database

(The final solution is at the bottom)

Today my colleague wanted to check which attributes were marked as searchable in a specific entity.

One way to do this is to open each attribute in MSCRM and check if it is marked as searchable. A long way if you have an entity with 220 attributes.

So I went to the database and checked the MetadataSchema.Attribute table. There is a column named DisplayMask. SDK says that display masks are following (ValidForAdvancedFind = Searchable):

Name	Value	Description
None	1	Specifies no restrictions.
ObjectTypeCode	4	Specifies that the attribute is an entity type code. The name of the entity is displayed.
PrimaryName	2	Specifies to display the attribute as the primary name.
RequiredForForm	0x40	Specifies that the attribute must be shown on a form.
RequiredForGrid	0x80	Specifies that the attribute can be shown in a grid view.
ValidForAdvancedFind	8	Specifies that the attribute can be shown on the Advanced Find form. This attribute is shown as Searchable in the UI.
ValidForForm	0x10	Specifies that the attribute can be shown on a form.
ValidForGrid	0x20	Specifies that the attribute can be shown in a grid view.

But the value in the database is 469762048 (this attribute is searchable)! Bitwise comparison fails: 469762048 & 8 = 0 WTF!!!

After some googling and 30 minutes of using reflector if found that the former values are meant to be used only when working with metadata web service, like in this example: http://msdn.microsoft.com/en-us/library/cc151072.aspx

Thank you Reflector!

Microsoft.Crm.Platform.Sdk.dll (found it in GAC) contains DisplayMasks enumeration in Microsoft.Crm.Metadata namespace.

This is what the reflector says:

public enum DisplayMasks
{
  ActivityPointerRegardingName = 0x80,
  ActivityRegardingName = 1,
  BitMask = 0x1000,
  DynamicFormatCode = 0x4000,
  None = 0,
  ObjectTypeCode = 0x400,
  PrimaryName = 0x100,
  QueueItemPriority = 0x10,
  QueueItemSender = 0x20,
  QueueItemState = 4,
  QueueItemStatus = 8,
  QueueItemTitle = 2,
  QueueItemToRecipients = 0x40,
  RequiredForForm = 0x20000000,
  RequiredForGrid = 0x40000000,
  ResourcePointerName = 0x200,
  ReturnedTypeCode = 0x800,
  StateCode = 0x2000,
  ValidForAdvancedFind = 0x4000000,
  ValidForForm = 0x8000000,
  ValidForGrid = 0x10000000
}

This means that the ValidForAdvancedFind has value of 0x4000000! I tested it with the previous example and it works! Hooray!

Solution

So the final answer to the problem of this post is:

select * from MetadataSchema.Attribute
where DisplayMask & 0x4000000 > 0 and EntityId = @entityId

Of course you can use all other values as well.

What I haven’t tested yet is whether you can change this mask value directly in the database - definitely not supported by Microsoft :)

Show custom notifications on Microsoft Dynamics CRM - upgrade

Marco Amoedo created cool javascript function that displays custom warning messages in Microsoft Dynamics CRM 4.0. http://marcoamoedo.com/blog/show-custom-warning-messages-on-microsoft-dynamics-crm/

I liked the idea so much, that I took the script and upgraded pimped it.

What it does?

The function simply adds a notification on top of the form, like in the picture below.

You can add multiple notifications with different icons.

Update or delete previously added notifications or add new ones. This image shows (after Name onChange event) changed error text, updated third notification to info style and a new warning. Compare it with previous picture.

How to use it?

Step 1: Insert this code into form OnLoad event.

/*============== addNotification function =============

Adds a message on the top of the entity form using

the same visual style as Microsoft CRM.

If function is called more than once,

the messages are added at the bottom of the list

If the message with same ID already exists,

then the message is updated and not added to a list.

It also supports deleting of previously added notifications.

Put this function in the OnLoad event,

so you can use it in all form and field events.

Parameters:

message - message to be shown to the user

messageType - Type of the message: 1 - critical, 2 - info, 3 - warning

notificationId - ID of the notification (needed for updating purposes)

Created by:

Marco Amoedo (http://marcoamoedo.com) - the idea and initial function

Dejan Dular (http://a-crm.blogspot.com) - upgraded functionality (different icons, updating and deleting notifications)

=======================================================*/

addNotification = function(message, messageType, notificationId)

{

    var notificationsArea = document.getElementById('Notifications');

    if (notificationsArea == null)

    {

        //Don't display message when deleting a notification.

        if (messageType != 4)

        {

            //Sorry. Notifications are not possible on this form.

            //Display a message box instead of notification.

            alert(message);

        }

        return;

    }

    var notificationDIV = document.getElementById('NotificationDiv_' + notificationId);

    //Delete the notification

    if (messageType == 4)

    {

        if (notificationDIV != null)

        {

            //Remove the notification

            notificationsArea.removeChild(notificationDIV);

        }

        return;

    }

    //Get the notification image. The default is info image.

    var notificationImage;

    switch (messageType)

    {

        case 1:

            notificationImage = '/_imgs/error/notif_icn_crit16.png';

            break;

        case 2:

            notificationImage = '/_imgs/error/notif_icn_info16.png';

            break;    

        case 3:

            notificationImage = '/_imgs/error/notif_icn_warn16.png';

            break;    

        default:

            notificationImage = '/_imgs/error/notif_icn_info16.png';

    }

    //Create notification

    var notificationTable = '<TABLE cellSpacing="0" cellPadding="0"><TBODY><TR><TD vAlign="top"><IMG class="ms-crm-Lookup-Item" alt="" src="' + notificationImage + '" /></TD><TD><SPAN>' + message +'</SPAN></TD></TR></TBODY></TABLE>';

    //Check if the notification with same ID already exists

    if (notificationDIV == null)

    {    

        //Create a new notification

        var notificationHTML = '<DIV class="Notification" ID="NotificationDiv_' + notificationId + '">' + notificationTable + '</DIV>';

        notificationsArea.innerHTML += notificationHTML;

        notificationsArea.style.display = 'block';

    }

    else

    {

        //Update the notification.

        notificationDIV.innerHTML = notificationTable;

    }

}

/*============= END addNotification function ===========*/

 

Step 2: Run the following function when there is a need for a notification.

addNotification(string message, int messageType, string notificationId)

Parameters:

• message – Notification message displayed



• messageType – Type of the notification (the icon) (1 – critical, 2 – info, 3 – warning, 4 – delete the notification)



• notificationId – Any string that identifies specific notification. If a function is called later with existing notificationId, the notification will be updated. Otherwise a new notification is added at the bottom of the list. If you want to delete a specific notification, just set messageType = 4 and use correct notificationId.

Thanks again to Marco Amoedo.

 

Originally published by Dejan Dular

Reindex whole database

EXEC sp_MSforeachtable @command1="print '?' DBCC DBREINDEX ('?', ' ', 80)"
GO

Button that starts a workflow

My client wanted to have a button that starts a specific workflow on the form. So after analyzing some javascript I ended with this code:

var a = new Array(crmFormSubmit.crmFormSubmitId.value);
var sIds = crmFormSubmit.crmFormSubmitId.value+";";
var sEntityTypeCode = "10004"; //Replace this with your entity type code
var sWorkflowId = "{BE7E47C0-2452-4F44-8CCA-425B83A7A8FB}"; //Replace this with your actual workflow ID
var iWindowPosX = 500; //Modal dialog position X
var iWindowPosY = 200; //Modal dialog position Y

var oResult = openStdDlg(prependOrgName("/_grid/cmds/dlg_runworkflow.aspx")+"?iObjType=" + CrmEncodeDecode.CrmUrlEncode(sEntityTypeCode) + "&iTotal=" +
CrmEncodeDecode.CrmUrlEncode(a.length) + "&wfId=" + CrmEncodeDecode.CrmUrlEncode(sWorkflowId)+ "&sIds=" + CrmEncodeDecode.CrmUrlEncode(sIds) , a, iWindowPosX, iWindowPosY);


Of course this is not supported by Microsoft. You use it at your own risk.

Generic SQL error

WOW! I'm sooooo happy when I receive such deterministic errors.

After saving an account, this message popped up. And you guessed it - it appeared just SOMETIMES!

After a little of SQL profiling i found the reason:
I extended the account's address1_line1 field from 50 to 100 characters. After saving the account, CRM automatically creates/updates also the customeraddress entity.

Solution:
Extend the customeraddress entity, extend attribute line1, match the length to length of the account address line.

Cool SQL query that deletes the duplicates

Found this on Sql Server Central:

CREATE TABLE #new(ID INT NULL, KeyValue VARCHAR(2))
INSERT INTO #new(ID, KeyValue) VALUES (1,'aa')
INSERT INTO #new(ID, KeyValue) VALUES (2,'bb')
INSERT INTO #new(ID, KeyValue) VALUES (1,'aa')
INSERT INTO #new(ID, KeyValue) VALUES (1,'aa')

SELECT * FROM #new;


Now let's delete the duplicates. The semicolon at the beginning is recommended if you are not using it after every SQL sentence. This tells the parser to begin with new statement. Without it you will probably get a syntax error.

;WITH Numbered AS (SELECT RowNo=ROW_NUMBER() OVER (PARTITION BY ID ORDER BY ID), ID, KeyValue FROM #new) DELETE FROM Numbered where RowNo>1;

SELECT * FROM #new;


Cleanup...

DROP TABLE #new;

Snippet for CRM workflow activity parameter

If you are writing custom workflow activities for workflows in CRM 4.0 you will find this snippet handy.

Copy the code below into a new file and name it CRMParameter.snippet. Save the file into Visual Studio 2005\Code Snippets\Visual C#\My Code Snippets folder. It works in VS2008 too.
The shortcut for the snippet is cwp.

<?xml version="1.0" encoding="utf-8"?>
<CodeSnippets xmlns="http://schemas.microsoft.com/VisualStudio/2005/CodeSnippet">
<CodeSnippet Format="1.0.0">
   <Header>
     <Title>CRM workflow property snippet</Title>
     <Shortcut>cwp</Shortcut>
     <Description>Code snippet for crm property </Description>
     <Author>Dejan Dular</Author>
     <SnippetTypes>
       <SnippetType>Expansion</SnippetType>
     </SnippetTypes>
   </Header>
 <Snippet>
     <Declarations>
       <Literal>
         <ID>PropertyInputOutputType</ID>
         <ToolTip>Input/output property</ToolTip>
         <Default>CrmInput</Default>
       </Literal>
       <Literal>
         <ID>PropertyDisplayName</ID>
         <ToolTip>Property display name</ToolTip>
         <Default>Display Name</Default>
       </Literal>
       <Literal>
         <ID>PropertyName</ID>
         <ToolTip>Property Name</ToolTip>
         <Default>name</Default>
       </Literal>
       <Literal>
         <ID>Type</ID>
         <ToolTip>Property Type</ToolTip>
         <Default>string</Default>
       </Literal>
       <Literal>
         <ID>Class</ID>
         <ToolTip>Class</ToolTip>
         <Default>ClassName</Default>
       </Literal>
     </Declarations>
     <Code Language="csharp">
<![CDATA[#region $PropertyDisplayName$
[$PropertyInputOutputType$("$PropertyDisplayName$")]
public $Type$ $PropertyName$
{
   get { return ($Type$)base.GetValue($PropertyName$Property); }
   set { base.SetValue($PropertyName$Property, value); }
}
public static DependencyProperty $PropertyName$Property = DependencyProperty.Register("$PropertyName$", typeof($Type$), typeof($Class$));
#endregion
$end$]]>
     </Code>
   </Snippet>
 </CodeSnippet>
</CodeSnippets>

Error at decimal field display format (4.0)

When upgrading a German version of CRM 3.0 to version 4.0, a strange thing happened. All decimal, float or money fields behaved very strange.

Example: User enters a value 2. After clicking save button, the number changes to 200.00 and then immediately to 20.000.00.

Then I noticed that a decimal separator and a thousands separator were the same. Therefore I checked organization settings where everything looked fine.

The problem lied in user settings where both separators were set to dot (.)

SOLUTION:
Change must be made for each user. Set the decimal separator to comma (,).
Update the CRM database to affect all users: UPDATE UserSettingsBase SET DecimalSymbol = ','