Filter Required/Regarding (partylist data type) fields using JavaScript in Dynamics 365 / MS Dynamic CRM

What is Issue?

Sometimes we need to filter out the lookup fields according to business requirement. So generally we try to apply custom filter using client side scripting (JavaScript). This filtration works for normal lookup fields (datatype Lookup), but when it comes to fields like Regarding object,Required,Optional fields (PartyList Datatype fields) on Activity forms(Appointments/Phone call) the script fails. It won’t filter the field continues to show default results for Accounts .

The Reason-

You will face this issue because the party list shows the results for all the entities like Accounts, contacts, lead,User and depending on the entity selected in “Look for” in Lookup More result window.

Solution-

The Solution for this issue is to set the “Look For” value before filtering the lookup to limit the search according to business requirement. Use the following code to set the “Look For” in Lookup More Window-

LookFor

This will set Look For as well as will apply the custom filter to your field.

Enjoy MS CRM!!!

Ms Dynamics 365 :Plugin registration tool – Not able to connect to CRM Organization

What is the Issue?

When we try to connect MS Dynamics365 latest version (v9) using plug-in registration tool , it won’t connect the organisation showing some errors like-
1.pluginreg1

2.You don’t have permission to access any of the organizations in the Microsoft Dynamics CRM Online region that you specified. If you’re not sure which region your organization resides in, choose “Don’t know” for the CRM region and try again. Otherwise check with your CRM administrator.

The Reason-

The reason for these two errors are very different-

For issue 1- You don’t have latest version of sdk /Plugin registration tool.

For issue 2- You  are trying to connect to the org from the your private network with some particular domain.

Solutions-

Solution according to the issues-
For issue 1-
Download the latest plugin registration tool.
1. You can use msdn in which microsoft has provided power shell command to download the tool.
OR
2. Follow the step->
-Open Visual Studio
-Add new Project -> Class Library
-Right click on Project in Project explorer.
-Click on Manage Nuget Packages.
pluginreg2
-Search online for
Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool
PluginReg3
– Install the Nuget package and Close the window.
OR
-Alternative way to install nuget package you can use PM Console in Visual Studio-
-Use the following command-
PluginReg4
-This will download the latest Plugin Registration tool which needs to connect MS Dynamics 365 (V9.0)
-Now Open the Solution Location –
pluginreg5
-Navigate Location –
packages\Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool.9.0.2.3\tools\
– You will find the plug in registration tool with latest SDKs.

Use this latest tool to connect MS Dynamics 365.

For issue 2-
If you are trying to connect CRM org with latest Plugin registration tool in your private network with some particular domain you will face the 2nd issue mentioned above.
To solve this issue you just need to open file “PluginRegistration.exe.config”
pluginreg6


And add the following Tag under the <Configuration> tag-
pluginReg7

Save file and close.
Now close the Plugin  Registration tool if any open and again start the tool. You will be able to connect your MS Dynamics 365 Organization.
Hope, this will help you.

C#: Unable to connect Dynamic365

What is the issue?

While coding with C#, developers struggles to connect with Dynamics 365. OrganizationService/ OrganizationServiceProxy object contains null and connection fails.

The Reason-

The reason behind this issue –
1. dll support
2. Wrong Connection String
3. Configuration settings
4. SSL/TLS setting

Solution-

solution according to the reason-
1. dll Support-
You should know which dlls are supported to connect Dynamics 365.
Many times the CRM versions differs and due to CRM upgrades the dlls used becomes outdated for new Versions. Currently many developers faces this issue if you are using Dynamics365 online version . Current version of CrmSDK is V9.0.0.7. and this should be used.
You can add reference of CrmSDK by using Nuget Package Manager-

NuCrmSDK

You can change the version according to recent updates by Microsoft.
2. Connection String-
Wrong connection string might be the problem and for Dynamics 365 online version you can use connection string like-

"https://<YourOrgName>.api.<CRMRegion>.dynamics.com/XRMServices/2011/Organization.svc"

<YourOrgName>– This is your Organization Name.
<CRMRegion>– This is the Region you choose while creating organization.

Also you can find this string navigating Customization-> Developer Resources in Dynamics 365.

Other way to connect CRM is providing each parameter Separately like-

 Microsoft.Xrm.Tooling.Connector.CrmServiceClient conn = new CrmServiceClient(uName, pwd, "NorthAmerica", _crmOrganizationName, isOffice365: true);

Also you need to provide Username and password(converted to secured password) Properly.
3.Configuration Settings-
Many times application throws an exception like “Metadata contains a reference that cannot be resolved” .
You provides the connection string properly, every thing is correct but still you found the OrganizationService/ OrganizationServiceProxy showing null.
This happens in some particular domain networks. In this case you have to enable the Proxy setting and for this add the following tag under the configuration tag to your Web.Config /app.config file-

<system.net>
<defaultProxy useDefaultCredentials=”true” enabled=”true”>
</defaultProxy>
</system.net>

This will only use the credentials provided by you in connection string.
4. SSL/TSL settings-
Your application fails to connect Dynamics365 CRM if it is using some particular security protocol. To connect successfully , you need to explicitly mention the security by adding the following line just before the connection establishment lines-

ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;

Use Tls12/SSL/Tls11 according to security protocol used by Dynamics365 .

Hope this will be helpful to connect your organization.

Changes not reflecting on forms while importing managed solution to organization in MS Dynamic CRM

What is the Issue?

After importing managed solution to the organization, changes on the forms not reflects.
Example- MS Dynamic CRM developer made some changes on form which is already exists in organization,like changed display name of field on form or added some function on onChange event of some field, but when imported this changes through managed solution the labels not changed or function is not added on OnChange Event of field.

The Reason-

You will face this issue in case of unmanaged changes over managed entities in the organization.These managed entities maintains the customization even after importing new changes.

Solution-

We can divide the issue in two parts.
1. New events added to the form components.
2. The exiting field properties changed on the form.

The solution for issue 1-
These changes can be moved overwriting existing the managed solution which already contains the entity form which you want to update.

The solution for issue 2-
The simple solution for the first issue is to add new tab on form and move the updated fields to the new tab and format this tab as previous one.
Also, In this case, you can move the changes using same way mentioned for issue 1.

These both issues will never occur if you maintain the version of managed solution.
While deploying changes to MS Dynamic CRM try to maintain the version of managed solution.You can avoid creating new solution each time.It will avoid many failures which occurs during solution import or the updates on entities.

To maintain version and version history using the ‘Description’ and ‘Version’ fields of solution Information.

ImportManagedSolution

IE 11 Compatibility Issues with CRM 2011

Hey Guys!

This article is useful for those CRM users who are using Microsoft Dynamics CRM 2011 version on their latest IE version.

What is the Issue?

CRM users encounter the problem with CRM views- which gets misaligned or does not load properly. CRM may crash sometimes if multiple windows are open. Overall slow performance is encountered by the users.

The Reason-

This basically happens due to compatibility issues between CRM and latest versions of IE.

Solution-

Just add the CRM URL to the compatibility mode!

Here are the steps that you can follow:

Step  1: Click “gear” icon on the upper right-hand side of your IE window.

Step 2: Select “Compatibility View Settings”

ie

Step 3: In “Add this website” text box, type your CRM URL (or simply copy & paste it!)

Step 4: Click “Add”& then “Close”.

Refresh the page. You should able to work normally.

PS: Above are steps for IE 11 version. There may be a slight difference in steps, between other versions.

I hope above article is useful for you!

Do comment if you have any questions.

Thank you!