Build the Microsoft CRM 4.0 Plug-in Registration Tool with Visual Studio 2013


I had a recent CRM project where I needed the Plug-in Registration Tool for Microsoft Dynamics CRM 4.0.  I have the Plug-in Registration Tool for Microsoft CRM 2011, CRM 2013 and CRM Online readily available.  However, these versions of the Plug-in Registration Tool are not backward compatible to support Microsoft CRM 4.0.  The only option is to build the Microsoft CRM 4.0 Plug-in Registration Tool or find an already built one.

The Microsoft Dynamics CRM 4.0 Software Development Kit (SDK) calls for Microsoft Visual Studio 2005 or Visual Studio 2008 as a requirement.  Both are pretty out-dated at this point.  So I went ahead and used the latest (Visual Studio 2013) to build the Microsoft CRM 4.0 Plug-in Registration Tool.

Here are my notes in-additions to the good instructions found in the build the Microsoft CRM 4.0 Plug-in Registration Tool write-up:

  • Opening the CRM 4.0 SDK pluginregistrationtool.csproj project file in Visual Studio 2013 will prompt that the project must be converted since it was created in a earlier version of Visual Studio:

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  • Need to update the pluginregistrationtool project properties to target .NET Framework 3.0 per this upgrade warning message.  The build will fail if keep with the default .NET Framework 2.0:

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Here is the successful build of the CRM 4.0 Plug-in Registration Tool using Visual Studio 2013 – Yay!

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Contact me if you are looking for some Microsoft CRM consulting.

Frank Lee, CRM MVP San Francisco
Workopia – Microsoft CRM Keeping it Simple!

Posted in Customization, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Software Development Kit (SDK) | Tagged , | Leave a comment

Scribe Custom Query Filter – Yesterday and Tomorrow Functions


One of my favorite Scribe Insight capabilities is the Custom Query for Microsoft Dynamics CRM adapter.  Custom Query option in the Configure Source dialog box enables you to filter the source data, select a subset of fields from an object, or to join multiple objects.  I really like the ease of using the “Filters” – I can construct the filters using a visual editor vs. raw SQL syntax.

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The Custom Query Filter supports Scribe functions:

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For example, if I want to filter the source data set for all the Microsoft CRM Accounts with a “Modified On” date value of today, there is a Scribe TODAY function to use for the custom query:

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This is similar to the following Microsoft CRM Advanced Find setup:

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But how about a Scribe “Yesterday” or “Tomorrow” function?  There isn’t a built-in one but it can be setup very quickly using the TEXT and TODAY functions:

Scribe’s Yesterday:
TEXT((TODAY() – 1), “MM/DD/YY”)

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Which is similar to the following Microsoft CRM Advanced Find setup:

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Scribe’s Tomorrow:
TEXT((TODAY() + 1), “MM/DD/YY”)

Which is similar to the following Microsoft CRM Advanced Find setup:

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Contact me if you need some Microsoft Dynamics CRM assistance.

Frank Lee, Microsoft Dynamics CRM MVP San Francisco
Workopia, Inc. – Maximum User Adoption!

Posted in CRM On Premise, CRM Online, Data Import, Data Migration, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, Scribe Software | Tagged | Leave a comment

CRM 2013 Dashboard Design Difference for Outlook Client and Web Client


I had an interesting design observation while working on a Microsoft CRM project – the Microsoft Dynamics CRM 2013 or CRM Online Dashboard behavior has slight differences between the CRM Outlook Client and Web Client.

One of the differences that impacted our project design was that the “See the records associated with this view.” icon on the upper right corner on a Dashboard’s List component.  It is missing in the CRM Outlook Client.  Note: The Dashboard’s Chart component is the same for both.

In the CRM Web Client – the icon is available:

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In the CRM Outlook Client – it is NOT:

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Since most of this project’s users access CRM via the CRM Outlook Client, we needed a good work-around to quickly open the list’s associated records view from the CRM Dashboard to access CRM record commands.  It is only via the normal CRM records view that the CRM record’s context action commands are available – such as EMAIL A LINK, RUN REPORT, Export to Excel, etc.:

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Here is an out of the box design approach:

Create a corresponding Chart component next to the List component.  You can size the chart component smaller and design it to show useful summary info.  Here is a design example:

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This way, CRM Outlook Client users can quickly access the associated records view for their CRM operations by clicking on the corresponding Chart component.  I think this is a very good design approach for an operational dashboard that needs to show a list of records – the users have a visual chart summary of the data breakdown.  The other big design question I would ask is do the users of this dashboard needed any of the list components – or can they go without it and simply rely on chart components.

 

 

Contact me if you are looking for Microsoft CRM design help.

Frank Lee, Microsoft Dyanmics CRM MVP, San Francisco
Workopia, Inc. – Keeping up with the Cloud Innovations!

Posted in Best Practice, CRM 2013, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged , , , | Leave a comment

JavaScript to Set IFRAME in Microsoft CRM 2013 and CRM for Tablets


One of my clients asked to embed an IFrame in a CRM Account Form with a URL containing a specific Query String value from one of the Account record fields.  This is a pretty straight forward JavaScript. 

The CRM JavaScript to leveage is:  Xrm.Page.ui.controls.get(“IFRAME_[Insert Name]“).setSrc([Insert URL]);

However, the challenge with CRM 2013 or CRM Online is that CRM for Tablets doesn’t support IFrame at this time and therefore the above JavaScript will produce an error when opening an Account record on CRM for Tablets.  Here is the link for details on what code can run in CRM for Tablets.

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There was an error with this field’s customized event…Unable to get property “setScr” of undefined or null reference

The approach would be to check for CRM for Tablets and if it is, don’t run the IFrame portion of the JavaScript code.  Here is an example from Write and debug scripts for CRM for tablets:

var isCrmForTablets = (Xrm.Page.context.client.getClient() == “Mobile”);
if (isCrmForTablets)
{
  // Code for CRM for Tablets only goes here
}
else
{
  // Code for web browser or Outlook Client only goes here
}
// Code for any Client goes here

 

 

Contact me if you are looking for help with your CRM Online.

Frank Lee, Microsoft CRM MVP since 2006
Workopia, Inc. – Dynamics CRM Online Specialist, San Francisco

Posted in CRM 2013, CRM On Premise, CRM Online, JavaScript, Microsoft CRM, Microsoft Dynamics CRM, Mobile, MS CRM, Outlook Client, Software Development Kit (SDK), Tablet | Tagged , , , , | Leave a comment

WIF Error – Scribe CRM Adapter installation


Today I’d encountered the “Microsoft Windows Identity Foundation (WIF) is required…” error message while trying to install the latest Scribe Adapter for Microsoft Dynamics CRM v5.5 which supports connecting to Microsoft CRM 4.0, 2011, and 2013 plus CRM Online.

140325_ScribeAdapter_WIF_InstalllationError

I’d checked the Windows Server 2012 and it has the Microsoft Windows Identity Foundation (WIF) feature already installed – so this error message is not too useful.  Searching the Scribe Forum yields this thread which gave me a clue to a quick work-around:

Open a command prompt in Administrator mode and then run the Scribe Adapter for Microsoft Dynamics CRM msi file.

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Contact me if you need help with your Scribe Insight or Microsoft Dynamics CRM Online.

Frank Lee, Microsoft CRM MVP since 2006
Workopia – Microsoft CRM Online Specialist, San Francisco

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Scribe Software | Tagged , | Leave a comment

How to Keep me signed in longer than 24 hours – CRM Online Web Client


If you are using the Microsoft Dynamics CRM Online Web Client on a PC and selected “Keep me signed in” during login – your login will be expired after 24 hours.  In which case the login prompt will appear again:

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Here is a setup to allow you to keep signed in longer:  Install the Microsoft Online Services Sign-In Assistant on your PC.  Note: This is the same component that is installed if you setup the Microsoft CRM for Outlook Client. 

Also keep in mind that if you are login to the same Web Client session for more than 8 hours without any action – it will log you out:

“Microsoft Dynamics CRM keeps you signed in for 8 hours. When you’ve been signed in for 7 hours and 40 minutes, a message will appear warning that your session is about to expire, and you then have 20 minutes to respond. Click or tap OK, sign in again, and then click the back button on your browser to return to the area of CRM in which you were working. You can’t change the amount of time you’re signed in.”

 

Contact me if you are looking for some Microsoft CRM help.

Frank Lee, Dynamics CRM MVP San Francisco
Workopia, Inc. – Microsoft CRM Keeping it Simple!

Posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged , | Leave a comment