Tag: Dynamics CRM 2013

Anyone who has ever worked with the Dynamics CRM for Outlook client, is familiar with the procedure of email tracking. You press the “Track” button and the CRM client creates on an e-mail record on the CRM server which again resolves the recipient and sender addresses, and linked to the corresponding records. But what if I want to same more e-mail addresses?

Are e-mails tracked when the e-mail adress is noted in a custom field?

The entity “Contact” has by default already three e-mail address fields. So, I’ve created a custom field as the fourth e-mail field.

When creating your own e-mail address field, it is important that chooses the “e-mail” format. So the CRM know that it can search here for e-mail addresses. By the way is then performed a validation in this field and the e-mail address is formatted as a mailto link, so that your email client will directly open when you click it.

Next, I’ve created a contact record with four different e-mail addresses and wrote them a message to them and tracked it.

Conclusion to E-mail tracking with custom E-mail fields

In the following screenshot you can see that it works perfectly. All present and the new e-mail address field are actually assigned only by tracking to the contact, to set a regarding was not necessary.

05.10.2014

Ben

3 Comments

Workflow ExecutionTimeSpan

Posted in Dynamics 365, Power Platform, and Revive

Last week I had a problem as part of a service request at Microsoft. I should test how long it takes to create a record for a particular entity by a workflow. The whole thing had to be very precise, because the request has been caused by an excessive execution time of a plug-in chain when such a record has been created.

Experimental Setup

The workflow should create a new contact, based on the data of an existing contact record. Let’s name it a Light-copy without relations. It is so configured that an entry in the systemjobs will be created.

Workflow-Log

Unfortunately, the workflow log is not as meaningful as intended. It contains the only times to the minute.

But that brings me at least an idea. Dynamics CRM stores the data internally with a higher accuracy than it displays it on the surface. Now I just have to get that data, mind you in a CRM Online system.

Workflow ExecutionTimeSpan

Since it is well known fact that you can not access the database in CRM Online directly, I planned to create a query that returns “Created On” and “Modified on” of my workflow. I used the OData Query Designer from the Dynamics XRM Tools to create that query.
When selecting the fields for my query I found a field named “Zeitspanne für Ausführung” field, or in English “ExecutionTimeSpan”. BINGO! That sounds good!

The Query

YOURSERVERURL/xrmservices/2011/OrganizationData.svc/AsyncOperationSet?$select=Name,StartedOn,CreatedOn,CompletedOn,ModifiedOn,ExecutionTimeSpan&$filter=OperationType/Value eq 10&$orderby=CreatedOn desc

To make the URL more understandable for you:

The Organization Data Service (OData) URL of your CRM.
YOURSERVERURL/xrmservices/2011/OrganizationData.svc
The table from which I need the data.
AsyncOperationSet?
The columns from the table that I would like to see as result.
$select=Name,CreatedOn,StartedOn,CompletedOn,ModifiedOn,ExecutionTimeSpan
There should be only system jobs of type “Workflow” being returned.
$filter=OperationType/Value eq 10
Finally, I would like to have the results sorted by creation date, so that the most recent are on top.
Who wants to look for a long time.
$orderby=CreatedOn desc

The Result

<xml version="1.0" encoding="utf-8" standalone="yes">
    <feed xml:base="http://od4u-crm2013.cloudapp.net/FC/XRMServices/2011/OrganizationData.svc/" xmlns:d="http://schemas.microsoft.com/ado/2007/08/dataservices" xmlns:m="http://schemas.microsoft.com/ado/2007/08/dataservices/metadata" xmlns="http://www.w3.org/2005/Atom">
      <title type="text">AsyncOperationSet</title>
      <id>http://od4u-crm2013.cloudapp.net/FC/xrmservices/2011/OrganizationData.svc/AsyncOperationSet</id>
      <updated>2014-10-05T08:07:34Z</updated>
      <link rel="self" title="AsyncOperationSet" href="AsyncOperationSet" />
      <entry>
        <id>http://od4u-crm2013.cloudapp.net/FC/XRMServices/2011/OrganizationData.svc/AsyncOperationSet(guid'40107141-ab4b-e411-80df-00155d572098')</id>
        <title type="text">LightCopy</title>
        <updated>2014-10-05T08:07:34Z</updated>
        <author>
          <name />
        </author>
        <link rel="edit" title="AsyncOperation" href="AsyncOperationSet(guid'40107141-ab4b-e411-80df-00155d572098')" />
        <category term="Microsoft.Crm.Sdk.Data.Services.AsyncOperation" scheme="http://schemas.microsoft.com/ado/2007/08/dataservices/scheme" />
        <content type="application/xml">
          <m:properties>
            <d:Name>LightCopy</d:Name>
            <d:CreatedOn m:type="Edm.DateTime">2014-10-04T09:46:04Z</d:CreatedOn>
            <d:StartedOn m:type="Edm.DateTime">2014-10-04T09:46:17Z</d:StartedOn>
            <d:CompletedOn m:type="Edm.DateTime">2014-10-04T09:46:22Z</d:CompletedOn>
            <d:ModifiedOn m:type="Edm.DateTime">2014-10-04T09:46:22Z</d:ModifiedOn>
            <d:ExecutionTimeSpan m:type="Edm.Double">1.7</d:ExecutionTimeSpan> 
            <d:ModifiedOn m:type="Edm.DateTime">2014-10-04T09:46:22Z</d:ModifiedOn>
          </m:properties>
        </content>
      </entry>
    </feed>

In the marked area you can see the columns that we have retrieved and in line 23 the value of workflow ExecutionTimeSpan.
Thus, so the workflow had an execution time of 1.7 seconds.

With Power Query for Excel you can you view the data a little more beautiful, or a whole series of workflows to evaluate and calculate averages with Excel or be generated diagrams. Simply Excel.

Hope it helps!

16.09.2014

Ben

3 Comments

Pass parameters to HTML Webresource

Posted in Dynamics 365, Power Platform, and Revive

A HTML webresource can not just only show HTML elements on your form, furthermore you can work with JavaScript in it and interact with your form. IF you want to access the Xrm namespace of the form inside your HTML webresource, you simply need prepend “window.parent” to your function call.

This looks like in this example:

var myId = window.parent.Xrm.Page.data.entity.getId();

If you need a lot of such calls, you can make your life easier and create your own local variable and assign it the complete Xrm namespace
This could look like this:

var Xrm = window.parent.Xrm;
    var myId = Xrm.Page.data.entity.getId();

Pass parameters to HTML Webresource

Alternatively, you can also pass static values to your webresource. Just add a custom parameter in properties dialog of the webresource.

You can access the custom and contaxt parameters with the following script inside your webresource:

function getWebresourceParameter()
    {
        var userParameters = [], passedParameters = [];
        if (location.search != "")
        {
            var vals = location.search.substr(1).split("&");
            for (var i = 0; i < vals.length; i++)
            {
                vals[i] = vals[i].split("=");
                if (vals[i][0].toLowerCase() == "data" && vals[i][1] != "")
                {
                    var userVals = decodeURIComponent(vals[i][1]).split(",");
                    for (var j = 0; j < userVals.length; j++)
                    {
                        passedParameters[userVals[j].split("=")[0].trim()] = userVals[j].split("=")[1].trim();
                    }
                }
                else
                {
                    passedParameters[vals[i][0]] = vals[i][1];
                }
            }
        }
        return passedParameters;
    }

The custom parameters should be in the form “Name=Value” should be separated by comma.

The debugger shows you all the accessible parameters:

Context parameters are green marked, custom parameters blue.

You can now access your values through the named array.

var wrParameters = getWebresourceParameter();
    var myRelName = wrParameters["relName"];

Have fun with it!

01.09.2014

Ben

4 Comments

Dynamics CRM Bookmarklets

Posted in Dynamics 365, and Power Platform

The most recent version of this article can be found here: Dynamics CRM Bookmarklets V2

Nachdem ich im Netz immer wieder über pfiffige Bookmarklets für Dynamics CRM stolpere (vor allem auf dem Blog der Kollegen von Magnetism) und mittlerweile auch ungefähr zwanzig Stück davon in meiner Lesezeichenleiste im Einsatz habe, möchte ich diese für euch sammeln und mit euch teilen.

Kommen wir erstmal zur Definition einer Bookmarklets, damit Ihr wisst worüber ich spreche: Ein Bookmarklet ist ein in JavaScript geschriebenes Makro, das als Lesezeichen abgespeichert wird und dadurch die Funktionen eines Webbrowsers erweitert. Es erlaubt das Aussehen oder die Funktionalität von Webseiten (Dynamics CRM ist mehr oder weniger nur eine Webseite) clientseitig zu verändern.

Ihr könnt die Bookmarklets einfach per Drag&Drop in eure Lesezeichenleiste ziehen oder ihr kopiert die die URL und erstellt euch ein neues Lesezeichen mit dieser.

CRM Bookmarklets für Anwender

CRM Bookmarklet: Save von Paul Nieuwelaar
Speichert den aktuellen Datensatz.
CRM Bookmarklet: Save an New von Paul Nieuwelaar
Speichert den aktuellen Datensatz und ermöglicht die Eingabe eines Neuen.
CRM Bookmarklet: Save and Close von Paul Nieuwelaar
Speichert den aktuellen Datensatz und schließt das Fenster.
CRM Bookmarklet: get Record URL von Paul Nieuwelaar
Zeigt den Direktlink zum aktuellen Datensatz.
CRM Bookmarklet: Advanced Find von Paul Nieuwelaar
Öffnet die erweitere Suche in einem neuem Fenster.
CRM Bookmarklet: Record Properties von Jared Johnson
Zeigt den “Eigenschaften” Dialog für den aktuellen Datensatz.

CRM Bookmarklets für Administratoren und Systemanpasser

CRM Bookmarklet: Save & Publish Form inspiriert von Jonas Rapp
Ermöglicht im Form-Editor das Speichern und Veröffentlichen mit nur einem Klick.
CRM Bookmarklet: Publish All von Paul Nieuwelaar
Ermöglicht es alle Anpassungen zu veröffentlichen, besonders praktisch beim Anpassen von Ansichten.
CRM Bookmarklet: Get Form Type
Zeigt den aktuellen Form-Typ.
CRM Bookmarklet: Get Field Value
Liest den Wert eines Feldes aus, auch eines ausgeblendeten Feldes.
CRM Bookmarklet: Get Record ID von Jared Johnson
Zeigt die GUID des aktuellen Datensatzes.
CRM Bookmarklet: Get Optionsets on Form inspiriert von Deepesh Somani
Öffnet eine neues Fenster mit einer Liste aller Optionsets und deren Werte auf dem Formular.
CRM Bookmarklet: Open Entity Editor von Paul Nieuwelaar
Öffnet den Editor für diese Entität.
CRM Bookmarklet: Goto Solutions
Navigiert zum Solutions Bereich.
CRM Bookmarklet: Get Dirty Fields
Zeigt die Felder die aktuell Veränderungen enthalten.
CRM Bookmarklet: Get Entity-Typ Code
Zeigt den Entity-Typ Code
CRM Bookmarklet: Show Schema Names
Zeigt anstelle der Display Namen im Formular die Schema Namen.
CRM Bookmarklet: Get Field Value
Zeigt den Wert eines Feldes, auch wenn dieses ausgeblendet ist.
CRM Bookmarklet: Godmode von Paul Nieuwelaar
Der Godmode, alle Tabs, Sektionen und Felder werden eingeblendet und sind bearbeitbar.
CRM Bookmarklet: Get hidden fields
Zeigt eine Liste der ausgeblendeten Felder.
CRM Bookmarklet: Refresh Data von Jared Johnson
Lädt nur die Daten des aktuellen Fensters neu, nicht das gesamte Fenster.
CRM Bookmarklet: Disable Autosave von Paul Nieuwelaar
Verhindert das automatische Speichern im aktuellen Fenster.
CRM Bookmarklet: inspiriert von Paul Nieuwelaar
Öffnet die CRM Diagnose Seite in einem neuem Fenster.

03.11.2013

Ben

Dynamics CRM Online license model

Posted in Dynamics 365, and Power Platform

Since October 2013 is Dynamics CRM Online, based on Dynamics CRM 2013, available in Germany as test and purchase version. The whole thing is officially called “Dynamics CRM Online Fall 13”. With the new CRM system, there are not only a modern uncluttered surface and apps for mobile sales but for the first time CRM Online customers can choose between different license options that can be combined with each other.

Dynamics CRM Online license model

The Dynamics CRM Online License Model has four licenses, three of them with different features which can be combined with one restriction : you must buy at least five professional license, unless you acquire licenses through the Open Licensing program.

For customers that have bought before the September 30, 2013 different rules apply. Your licenses will be converted in Professional USLs. Until the expiration of the actual subscription period you pay further the agreed price. After that, the new price will be applied and you can combine individual licenses. The “always five Professional USLs” does not apply here.


Professional – €49,80 With the most comprehensive license users can access all sales, service and marketing functions in Microsoft Dynamics CRM.			Production instance €420,90 per instance and month
			Production instance €420,90 per instance and month
	Basic – €23,00 The license for business analyst and reporting, as well as for beginners, that use activities, customers, contacts, leads, cases or xRM objects.
			Sandbox €115,00 per instace and month
		Essential – €11,50 For users that work only with xRM objects and related activities to them.	Sandbox €115,00 per instace and month

			Storage €7,70 per GB and month
			Storage €7,70 per GB and month

Inclusive: 1 production instance, from 25 Pro. USLs a sandbox, 5GB storage growing at 2,5GB/20 Pro. USLs up to max. 50GB, Access with apps			Enh. Support €3,80 per user and month

*All prices are per unit (user, instance or Gigabyte) and month.

Lizence details

Here are the precise license details as I have found them on other blogs. Till now I have not yet discovered an official source.

Object	Detail	Pro	Bas	Ess
Account	General	•	•
	Add/Remove Customer Relationship	•	•
	Associate Opportunity with	•	•
Activity	Feeds: Follow	•	•	•
	Feeds: Post	•	•	•
	Management	•	•	•
	Convert to Case	•	•
	Convert to Opportunity	•
Advanced Find		•	•	•
Announcements	Create	•	•
	Update	•	•
	View	•	•	•
Article	Templates	•
	Create	•
	Publish	•
	Read	•	•	•
Auditing	Manage	•
Calendar	Shared	•	•	•
Campaigns	Normal	•
Campaigns	Quick	•
Case Management		•	•
Custumer Care Accelerator (CCA Framework)		•	•
Charts	System Charts	•
Charts	User Charts	•	•
Competitors		•
Contact		•	•
Contratcs	Management	•
Contratcs	Templates	•
CRM	Mobile Client	•	•	•
	Outlook Client	•	•	•
	Web Client	•	•	•
	Administer	•
Dashboard	System Dashboards	•
Dashboard	User Dashboards	•	•
Data	Import	•
	Excel Export	•	•	•
	Manage duplicate detection
ProcessesProzesse	Run workflos and dialogs	•	•	•
Custom Entities		•	•	•
GoalsZiele	Management	•
Invoices		•
Lead	Capture	•	•
	Qualify and convert to account or contact	•	•
	Qualify and convert to opportunity	•
Mail merge		•	•	•
Marketing lists		•
Notes		•	•	•
Opportunities		•
Orders		•
Price lists		•
Product catalog		•
Queue	Use	•	•	•
Queue	Manage	•
Quotes		•
Connections	Between records	•	•	•
Reports	System reports	•
Reports	User reports	•	•
Sales literature		•
Search		•	•	•
Territory Management		•
Yammer Collaboration		•	•	•

Some functions are only available for entites the user has access to.
The Yammer integration requires Yammer Enterprise for €2,30 per user and month.

Enterprise Licence

The Enterprise licence has been introduced later and does not actually fits right in this comparison. Basically it is a bundle of CRM Online Professional, Dynamics Marketing, Social Engagement und Parature what you get for €153,30.

Social Engagement

if you more then 10 Dynamics CRM Online Professional or Enterprise Licences in combination, you get the use right for Social Engagement Professional.

Sandbox

For more then 25 Dynamics CRM Online Professional or Enterprise USLs, the customer gets an free sandbox environment.
Dynamics CRM Online shares the storage automatically about all instances.

Storage

Before Dynamics CRM Online Fall 13, ervery customer get 5GB of storage and buy additional storage.
With the new release ou will get additionall 2.5 GB of free storage for for ever 20 Professional licences in the system (up to 50GB). In case of reducing the number of licenses, Microsoft granted a grace period in which you can reduce the memory consumption, or add additional storage.

With this calculator you can calculate the amount of free storage you will get.

Represented graphically:

Gigabyte

50,0
47,5
45,0
42,5
40,0
37,5
35,0
32,5
30,0
27,5
25,0
22,5
20,0
17,5
15,0
12,5
10,0
7,5
5,0
	< 20	20	40	60	80	100	120	140	160	180	200	220	240	260	280	300	320	340	360

Professional USLs (User Subscription Licenses)

Tag: Dynamics CRM 2013

E-mail tracking with custom email fields

Are e-mails tracked when the e-mail adress is noted in a custom field?

Conclusion to E-mail tracking with custom E-mail fields

Workflow ExecutionTimeSpan

Experimental Setup

Workflow-Log

Workflow ExecutionTimeSpan

The Query

The Result

Pass parameters to HTML Webresource

Pass parameters to HTML Webresource

Dynamics CRM Bookmarklets

CRM Bookmarklets für Anwender

CRM Bookmarklets für Administratoren und Systemanpasser

Dynamics CRM Online license model

Dynamics CRM Online license model

Lizence details

Enterprise Licence

Social Engagement

Sandbox

Storage