CRM2015: Where are the users personal dashboards, charts and views stored in the DB?

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sqluserviewsdashboardscharts

Currently working with a customer that has a shared user dashboard that we are unable to see who it is owned by. What makes matters worse is that the users its likely to have been owned by have been removed previously! Below outlines the locations of the personal views, charts and dashboards –User Owned Dashboards SELECT * FROM [MSGCRM_MSCRM].[dbo].[UserFormBase] –User Owned Views SELECT * FROM [MSGCRM_MSCRM].[dbo].[UserQueryBase] –User Owned Charts SELECT * FROM [MSGCRM_MSCRM].[dbo].[UserQueryVisualizationBase] — System Charts SELECT * FROM [MSGCRM_MSCRM].[dbo].[SavedQueryVisualizationBase]  

CRM2013: Get Business Process Flow and Stage GUID’s in SQL

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Get Business Process Flow Stage and Process GUIDS

Currently have a requirement from a client where they require a lead to be defaulted with the correct business process flow and stage based on where the lead was generated (through their web portal) The information is stored in the FilteredProcessStage view in the organisations database. The query below will output the process and its stages unique references for a particular business process flow. It is possible to access this information with JavaScript however this was a more efficient way due to the amount of processes the client has. select processidname,processid,stagename,processstageid from FilteredProcessStage where processidname = ‘XXXXXX’ This was passed on to the web portal developers to inject into the lead … [Read more…]

CRM2013: Getting current form name via JavaScript

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Today i had to write a function that worked on a particular form at a current stage within a business process flow. The snippet below shows how you can retrieve the name of the current form. function getCurrentFormName() {     var formName = Xrm.Page.ui.formSelector.getCurrentItem().getLabel();     if (formName == ‘Lead Referrer Form’) {        //add your code here….     } }

SSRS: How to lookup up record from a different dataset

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As customer requirements in regards to reporting become more and more complex, you need to make sure you are aware of the Lookup and LookupSet Lookup / LookupSet allows the report to retrieve an item or a set of data from another dataset in the report, it is very simple to use and I wouldn’t of been able to complete certain reports without it. It is particularly useful when you are trying to access a lot of data from multiple tables (especially M:M relationships in CRM) This feature is only available from Business Intelligence Development studio 2008 R2

CRM2015: Qualifying lead without creating an Opportunity

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A requirement has popped up from a client in which they would like to qualify a lead but not create an opportunity. This was easier before CRM 2013 as it used to have the Qualify Lead Dialog in which a user to control which records are to be created. The QualifyLeadRequest Class can help us out here with the above requirement, as part of the parameters allow you to specify whether you would like to create the contact, account or Opportunity. public bool CreateOpportunity { get; set; } This should be obviously run at PreValidation.. Thanks

CRM2013: Enabling SSL without HTTPs for Data Encryption

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Had an issue with a clients system today in which we had upgraded to CRM 2013 system and now it was requiring data encryption to be enabled to run the workflows. Being a development system, there was no interest in making the system work over https. However the data Encryption page will not open unless it is being run over https! There is a simple work around. Go to the MSCRM_CONFIG database of the server in question and set the BitColumn for “DisableSSLCheckForEncryption” to 1 in the DeploymentProperties table. UPDATE DeploymentProperties SET BitColumn = 1 WHERE ColumnName = ‘DisableSSLCheckForEncryption’ This will remove the requirement for the Data Encryption window and it should … [Read more…]

CRMJS: Error when using Filtered Lookups (Records Containing “&” )

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When ever passing values to the Optional Parameters to a Lookup Dialogue, Make sure you encode the value you pass through. If a value contains a “&” then the URL using the value will be cut short ( therefore causing a error on the lookup loading) you need to use the builtin Javascript function (encodeURIComponent) Example var value = encodeURIComponent(“Acme & Co”); will return the correctly encoded value Acme & co , which will pass through any URL string correctly. Enjoy Jonathan

CRM2013: Insufficient Permissions when opening record after upgrade

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Was helping out a client today with a issue that stopped a certain set of users accessing account records. When they opened up an account record they got the annoying “Insufficent Permissions” error. After looking at the users security role i noticed that none of the new features have been updated for their security role and the users all required to be able “at least” to read the process configuration.   This made sense as the form would try to access the config to decide whether it was going to display one of its new feature.. the process flows.. Adding this and asking the users to log back in resulted … [Read more…]

CRM2011: Missing Activities Navigation Link When Customising CRM Form

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Came across what i thought would be a simple change, however it soon became apparent that this was not the case. After an upgrade from CRM 4 to CRM 2011, the client had asked that the activities link be shown in the navigation. Simple fix usually, but not if the option is missing from the “available relationships” It transpires that if you remove the activity links from the side navigation (as opposed from dragging them back) you are unable to get them back again! The only way to get these back is the following. Export the entity you wish to add the activities links to from another organisations (vanilla will … [Read more…]