tag:blogger.com,1999:blog-32051060778961572072024-03-13T07:33:16.947-07:00Dynamics 365All about Dynamics CRM by <b>Venkata Ravi Babu Vakalapudi</b>Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.comBlogger84125tag:blogger.com,1999:blog-3205106077896157207.post-655353482688332602020-11-23T13:13:00.004-08:002020-11-23T13:13:55.107-08:00Data encryption in Dynamics 365<p> <span style="font-family: Calibri; font-size: 11pt;">The customer engagement apps uses standard SQL server cell level encryption for a set of default entity attributes contains sensitive information like usernames and passwords. All CE instances by default use data encryption to comply with</span><span style="font-family: Calibri; font-size: 11pt;"> </span><a data-saferedirecturl="https://www.google.com/url?q=https://docs.microsoft.com/en-us/windows/security/threat-protection/fips-140-validation&source=gmail&ust=1606252396734000&usg=AOvVaw173IJ6CzPcLUozxIwGsTOt" href="https://docs.microsoft.com/en-us/windows/security/threat-protection/fips-140-validation" rel="noreferrer" style="color: #4285f4; font-family: Calibri; font-size: 11pt; text-decoration-line: none;" target="_blank">FIPS(Federal Information Processing Standard)140-2</a><span style="font-family: Calibri; font-size: 11pt;"> </span><span style="font-family: Calibri; font-size: 11pt;">compliance. This encryption is turned on by default and cannot be turned off.</span></p><p style="font-family: Calibri; font-size: 11pt; margin: 0in;"> </p><p style="font-family: Calibri; font-size: 11pt; margin: 0in;">Only with system administrator security role users can change the encryption key based on requirements.</p>Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-67816654073695290902020-11-23T05:18:00.004-08:002020-11-23T08:59:08.361-08:00Microsoft Dataverse<p> <span style="font-family: Calibri; font-size: 11pt;">What is Microsoft Dataverse? </span></p><p style="font-family: Calibri; font-size: 11pt; margin: 0in 0in 0in 0.375in;">In other words Microsoft Dataverse is a database which allows us to store data in secured cloud storage options in the form of standard and custom entities. Terminology wise Dataverse replaces entity as table and field as Column.</p><p style="font-family: Calibri; font-size: 11pt; margin: 0in 0in 0in 0.375in;"> </p><p style="font-family: Calibri; font-size: 11pt; margin: 0in 0in 0in 0.375in;">That means Microsoft Dynamics 365 applications like Sales, Services and Marketing can use Dataverse directly to store and secure the data without any manual integrations as it is already in compatible with it.</p><p style="font-family: Calibri; font-size: 11pt; margin: 0in 0in 0in 0.375in;"> </p><p style="font-family: Calibri; font-size: 11pt; margin: 0in 0in 0in 0.375in;">But for Dynamics 365 Finance, Dynamic 365 Supply Chain Management, and Dynamics 365 Retail currently require the configuration of the Data Integrator to make your business data available within Dataverse.</p><p style="font-family: Calibri; font-size: 11pt; margin: 0in 0in 0in 0.375in;"> </p><p style="font-family: Calibri; font-size: 11pt; margin: 0in 0in 0in 0.375in;">All server side logics and validations( Business Rules, Business Process flows, Workflows and Business logic with code) works as it is with Dataverse.</p><p style="font-family: Calibri; font-size: 11pt; margin: 0in 0in 0in 0.375in;"><br /></p><p style="font-family: Calibri; font-size: 11pt; margin: 0in 0in 0in 0.375in;"><span style="color: #171717; font-family: "Segoe UI", SegoeUI, "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px;">Also, the Dynamics 365 connector is deprecated, but continues to work until removed.Do not use the Dynamics 365 connector for new flows. Use the Dataverse (current environment) connector whenever you can. If the Dataverse (current environment) connector does not fit your needs, use the Common Data Service connector.The Dataverse (current environment) connector should be your first choice because it provides the most capability and best performance.</span></p>Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-20406941565210960062020-11-23T04:39:00.003-08:002020-11-23T04:45:46.944-08:00CE instance in administration mode and its impactKeeping an organization mode suspends all async services and but will process all synchronous plugins and workflows. While organization in administration mode only users with administrator role can access the environment. <div><br /></div><div> Below are the some interesting points I did observes during administration mode: </div><div><br /></div><div><ul style="text-align: left;"><li> Does administration mode suspends all async serves including Microsoft flows?
It suspends flows only with CDS connector. This administration mode does not impact any other connectors </li><li> While organization in administration mode, all triggered async services (async plugins steps etc) are registered in system jobs and but all of them are in suspended (state) and waiting for Event (status) statuses.
CE won't resume all these suspended system jobs after you disable administration mode. You have to resume these system jobs explicitly to process them
</li><li>While turning off or on administration mode activates all inactive mailboxes, this is a weird behaviours not sure whether it is a bug. If you are trying to migrate data by keeping an organization in administration mode, you need to be careful with these mailboxes.</li></ul></div>Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-20871501610875755402019-04-12T21:16:00.000-07:002019-04-12T21:16:15.182-07:00Get CRM Classic view<div dir="ltr" style="text-align: left;" trbidi="on">
Since last few days when we have created a new trail version and open the organization it is default navigating to an app instead of classic view. To get classic view of crm we need to append forceClassic=1 as query string parameter to url as shown in below example.<div>
<br /></div>
<div>
https://<orgname>.crm8.dynamics.com/main.aspx<span style="background-color: yellow;">?forceClassic=1</span></div>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-68590126376333275372018-01-16T03:28:00.003-08:002018-01-16T03:32:24.229-08:00Using alias for link entity attributes in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
We can read link entity attributes by <a href="http://www.mscrmtutorial.com/2015/11/using-alias-in-ms-crm.html" target="_blank">aliasing link entity</a> or attributes. Here we will be discussing second point.<br />
<br />
It is as simple as keeping alias attribute for each field with alias name. <span style="background-color: yellow;">Here important note is , if you give alias name is same as filed or attribute name as shown below fetchXML, you don't need to type cast with "AliasedValue" to read this field. You can read the value direclty how you read parent attributes.</span><br />
<span style="background-color: yellow;"><br /></span>
<br />
<pre style="line-height: 16.25px;"></pre>
<pre style="line-height: 16.25px;"></pre>
<pre style="line-height: 16.25px;"><div style="background: rgb(255, 255, 255); border-color: gray; border-image: initial; border-style: solid; border-width: 0.1em 0.1em 0.1em 0.8em; color: #333333; font-family: Verdana, Helvetica, Arial, sans-serif; overflow: auto; padding: 0.2em 0.6em; white-space: normal; width: auto;">
<pre style="line-height: 16.25px;"><span style="color: #007700;"><fetch</span> <span style="color: #0000cc;">version=</span><span style="background-color: #fff0f0;">'1.0'</span> <span style="color: #0000cc;">output-format=</span><span style="background-color: #fff0f0;">'xml-platform'</span> <span style="color: #0000cc;">mapping=</span><span style="background-color: #fff0f0;">'logical'</span> <span style="color: #0000cc;">distinct=</span><span style="background-color: #fff0f0;">'false'</span><span style="color: #007700;">></span>
<span style="color: #007700;"><entity</span> <span style="color: #0000cc;">name=</span><span style="background-color: #fff0f0;">'new_workorder'</span><span style="color: #007700;">></span>
<span style="color: #007700;"><attribute</span> <span style="color: #0000cc;">name=</span><span style="background-color: #fff0f0;">'new_name'</span> <span style="color: #007700;">/></span>
<span style="color: #007700;"><order</span> <span style="color: #0000cc;">attribute=</span><span style="background-color: #fff0f0;">'new_name'</span> <span style="color: #0000cc;">descending=</span><span style="background-color: #fff0f0;">'false'</span> <span style="color: #007700;">/></span>
<span style="color: #007700;"><link-entity</span> <span style="color: #0000cc;">name=</span><span style="background-color: #fff0f0;">'incident'</span> <span style="color: #0000cc;">from=</span><span style="background-color: #fff0f0;">'incidentid'</span> <span style="color: #0000cc;">to=</span><span style="background-color: #fff0f0;">'new_workorderid'</span> <span style="color: #0000cc;">visible=</span><span style="background-color: #fff0f0;">'false'</span> <span style="color: #0000cc;">link-type=</span><span style="background-color: #fff0f0;">'outer'</span> <span style="color: #0000cc;">alias=</span><span style="background-color: #fff0f0;">'a'</span><span style="color: #007700;">></span>
<span style="color: #007700;"><attribute</span> <span style="color: #0000cc;">name=</span><span style="background-color: #fff0f0;">'new_incidentnumber'</span> <span style="color: #0000cc;">alias=</span><span style="background-color: #fff0f0;">'new_incidentnumber'</span> <span style="color: #007700;">/></span>
<span style="color: #007700;"></link-entity></span>
<span style="color: #007700;"></entity></span>
<span style="color: #007700;"></fetch></span></pre>
</div>
</pre>
<pre style="line-height: 16.25px;"><span style="color: #007700;">
</span></pre>
<pre style="line-height: 16.25px;"><span style="color: #007700;">Here you can read "</span>new_incidentnumber" field with any type casting to AliasedValue.</pre>
<pre style="line-height: 16.25px;"></pre>
<pre style="line-height: 16.25px;"></pre>
<pre style="line-height: 16.25px;"></pre>
<pre style="line-height: 16.25px;"><div id="preview" style="background-color: white; color: #333333; font-family: Verdana, Helvetica, Arial, sans-serif; margin: auto 1em; padding-bottom: 3em; white-space: normal;">
<div style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border-color: gray; border-image: initial; border-style: solid; border-width: 0.1em 0.1em 0.1em 0.8em; overflow: auto; padding: 0.2em 0.6em; width: auto;">
<pre style="line-height: 16.25px;"><span style="color: #333399; font-weight: bold;">string</span> incidentNumber = Convert.ToString(entityCollection.Entities[<span style="color: #6600ee; font-weight: bold;">0</span>].Attributes[<span style="background-color: #fff0f0;">"new_incidentnumber"</span>]);</pre>
</div>
</div>
</pre>
<pre style="line-height: 16.25px;">If you give alias name as different than field name then we should type cast with <a href="http://www.mscrmtutorial.com/2015/11/using-alias-in-ms-crm.html" target="_blank">AliasedValue</a> to read its value.</pre>
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<pre style="line-height: 16.25px;"></pre>
<pre style="line-height: 16.25px;"></pre>
<pre style="line-height: 16.25px;"></pre>
<pre style="line-height: 16.25px;"></pre>
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<pre style="line-height: 16.25px;"></pre>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-40718894249186867982018-01-04T04:16:00.003-08:002018-01-04T04:16:40.917-08:00Merge assemblies using ILMerge<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; font-family: Calibri; font-size: 14.6667px;">Sometimes we do have requirement of using external dll in a plugin. So, to register our plugin we should merge it to make a single dll. Here we will be using ILMerge for merging the dlls. ILMerge is an utility which merges multiple .NET assemblies into a single assembly.</span><br />
<span style="background-color: white; font-family: Calibri; font-size: 14.6667px;"><br /></span>
<span style="font-family: Calibri;"><span style="background-color: white; font-size: 14.6667px;"><a href="https://www.microsoft.com/en-in/download/details.aspx?id=17630" target="_blank">Download ILMerge utility here</a></span></span><br />
<span style="font-family: Calibri;"><br /></span>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
Syntax:</div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
Ilmerge.exe [/lib:directory]* [/log[:filename]] [/keyfile:filename [/delaysign]] [/internalize[:filename]] [/target]:(library|exe|winexe)] [/closed] [/debug] [/ver:version] [/copyattrs [/allowMultiple]] [/xmldocs] [/attr:filename] ([/targetplatform:<version>[,<platformdir>]]|v1|v1.1|v2|v4) [/useFullPublicKeyForReferences] [/zeroPeKind] [/wildcards] [/allowDup[:typename]]* [/allowDuplicateResources] [/union] [/align:n] /out:filename <primary assembly> [<other assemblies>...]</div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<br /></div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
Out of all the options we basically use four major options to merge , below is the sample example for ILMerge.</div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<br /></div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<span style="background-color: yellow; font-size: 14.6667px;">ILMerge.exe /out:"C:\ILMerge\Primary.dll" /lib:"C:\Windows\Microsoft.NET\Framework64\v4.0.30319" /targetplatform:"v4,C:\Windows\Microsoft.NET\Framework64\v4.0.30319" /keyfile:"Your path to .snk file" "C:\Main\Primary.dll" "C:\Main\Secondary.dll"</span></div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<span style="background-color: yellow; font-size: 14.6667px;"><br /></span></div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<span style="font-weight: bold;">/out:</span> This must be set before calling Merge. It specifies the path and filename that the target assembly will be written to.</div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<br /></div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<span style="font-weight: bold;">/lib: </span>If specified, this sets the directories to be used to search for input assemblies. We do set the path for .Net Framework 4.0.</div>
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<br /></div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<span style="font-weight: bold;">/targetplatform: </span>This method sets the .NET Framework for the target assembly to be the one specified by platform. Valid strings for the first argument are "v1", "v1.1", "v2", and "v4". The "v" is case insensitive and is also optional. This way ILMerge can be used to "cross-compile", i.e., it can run in one version of the framework and generate the target assembly so it will run under a different assembly. The second argument is the directory in which mscorlib.dll is to be found</div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<br /></div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<span style="font-weight: bold;">/keyfile: </span>When this is set before calling Merge, it specifies the path and filename to a .snk file. The target assembly will be signed with its contents and will then have a strong name</div>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-27325991567584017842017-12-22T03:11:00.002-08:002017-12-22T03:27:24.505-08:00What are activity entites in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
Activities are tasks that you or your teams perform when they contact customers, for example, sending letters or making telephone calls. You can create activities for yourselves, can assign them to someone else, or can share them with other users or teams. An activity is any action which can be entered on a calendar and has time dimensions (start time, stop time, due date, and duration) that help determine when the action occurred or is to occur. </div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<br /></div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
As per business requirements we can create our own custom activity entity. And, we can create 1:N relationship with any other entities as just like normal <a href="http://www.mscrmtutorial.com/2017/11/what-is-entity-in-ms-crm.html" target="_blank">entity</a>.</div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<br /></div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
Below are the list of features available for activity entity.</div>
<div style="background-color: white; font-family: Calibri; font-size: 11pt; margin: 0in;">
<br /></div>
<span id="ms-rterangepaste-end" style="background-color: white; font-family: "calibri" , "helvetica" , sans-serif , "emojifont" , "apple color emoji" , "segoe ui emoji" , "notocoloremoji" , "segoe ui symbol" , "android emoji" , "emojisymbols"; font-size: 16px;"></span><br />
<ol style="-webkit-text-stroke-width: 0px; background-color: white; color: black; direction: ltr; font-family: Calibri; font-size: 11pt; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-indent: 0px; text-transform: none; unicode-bidi: embed; white-space: normal; widows: 2; word-spacing: 0px;" type="1">
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;" value="1"><span style="font-size: 11pt;">It has default offline availability.</span></li>
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;"><span style="font-size: 11pt;">Mail merge is disabled for activity entity.</span></li>
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;"><span style="font-size: 11pt;">Activity entity ownership can be either team-owned or user-owned. You cannot set it as organization level.</span></li>
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;"><span style="font-size: 11pt;">You cannot display activity entity in sales, marketing or any other areas.</span></li>
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;"><span style="font-size: 11pt;">By default Feedback, Notes, Connections and Queues are enabled by default we cannot change them.</span></li>
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;"><span style="font-size: 11pt;">Knowledge management cannot be enabled.</span></li>
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;"><span style="font-size: 11pt;">By default primary field for activity entity is subject which is a single line of text with 200 max length. We cannot change it.</span></li>
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;"><span style="font-size: 11pt;">A custom activity entity must not have relationships with activities.</span></li>
</ol>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-40366298409783033372017-12-07T02:46:00.000-08:002017-12-07T02:47:41.318-08:00Html encode or decode online<div dir="ltr" style="text-align: left;" trbidi="on">
<div>
<textarea id="taInput" style="width:650px; height:220px;" placeholder="Please enter input"></textarea><br/><br/>
<input type="button" id="btnEncode" onclick="javascript:encode();" value="Encode" />
<input type="button" id="btnDecode" onclick="javascript:decode();" value="Decode" /><br/><br/>
<textarea id="taOutput" style="width:650px; height:220px;" placeholder="Output will be here..."></textarea>
</div>
<script type="text/javascript">
function encode() {
$("#taOutput").val(($('<div/>').text($("textarea#taInput").val()).html()));
}
function decode() {
$("#taOutput").val(($('<div/>').html($("textarea#taInput").val()).text()));
}
</script>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.2.1/jquery.min.js"></script>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-7297226826644585032017-12-06T08:01:00.002-08:002017-12-06T08:01:28.740-08:00Actions on entity records<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Each <a href="http://www.mscrmtutorial.com/2017/11/what-is-entity-in-ms-crm.html" target="_blank">entity</a> supports
several records like create, update, delete or assign a record to <a href="http://www.mscrmtutorial.com/2017/11/teams-in-ms-crm.html" target="_blank">team</a> or
user,. But not all actions are allowed on all entity or attributes. We need to
verify IsValidForCreate, IsValidateForUpdate or IsValidateForDelete fileds
values to check to know whether we can perform create, update or delete
operations on that entity or attributes.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Below are the list
of actions we do perform on entity records.</div>
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<br /></div>
<br />
<div style="direction: ltr;">
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse: collapse; border-color: #A3A3A3; border-style: solid; border-width: 1pt; direction: ltr;" valign="top">
<tbody>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2451in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Create</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.3493in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
To create a record
in an entity</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2451in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Update</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.3493in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
To update an
attribute or attributes of a records</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2451in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Delete</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.3493in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
To delete a record</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2451in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Retrieve</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.3493in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
To retrieve a
record of an entity</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2645in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<a href="http://www.mscrmtutorial.com/2017/11/what-is-fetchxml.html" target="_blank">RetrieveMultiple</a></div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.3298in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
To retrieve
collection of records</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2451in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Assign</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.3493in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Changes ownership
of a record</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2451in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Share</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.3493in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Grant, modifies or
revoke access to a record</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2451in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<a href="http://www.mscrmtutorial.com/2014/07/associate-and-disassociate-many-to-many.html" target="_blank">Associate</a></div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.3875in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
To create a link
between a record and collection of records between related entities</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2451in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<a href="http://www.mscrmtutorial.com/2014/07/associate-and-disassociate-many-to-many.html" target="_blank">Disassociate</a></div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.418in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
To remove a link
between a record and collection of records between related entities</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2451in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<a href="http://www.mscrmtutorial.com/2017/11/update-statecode-and-statuscode-in-ms.html" target="_blank">SetState</a></div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.3493in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
To set the state
of a record</div>
</td>
</tr>
</tbody></table>
</div>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-70896714302818094162017-12-06T06:45:00.002-08:002017-12-06T06:45:13.306-08:00Relationships between entities<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
We can build three
types of relationships between entities.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">One-to-many</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Many-to-One</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Many-to-many</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
I would like explain
these relationships with an example. Assume there are two entities called A and
B. As per the requirement A record can contains more than one B records, that
means we need to create a one-to-many relationship between A and B, once you
create the relationship, one A entity related lookup field will be created
automatically in B entity. So, for each record you are creating in B entity you
will selecting the respective A entity related record. One each record of A
entity, you can see all the associated records of entity B in associated view.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Many-to-one is same
as One-to-many if we are following above process from B to A.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<br />
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
The records for a
many-to-many relationships are stored in an intersect entity which contains the
ID of both the referenced and referencing records. In Many to many
relationships we need to establish a link between records by <a href="http://www.mscrmtutorial.com/2014/07/associate-and-disassociate-many-to-many.html" target="_blank">associate or disassociate</a>.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-73956127049639092882017-11-30T23:14:00.003-08:002017-12-06T06:16:24.520-08:00What is an entity in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
Entity in MS CRM used to manage business data. In simple terms we can refer entity as Table in database, and, each record in an entity can refer as a row in a table. And, each field in an entity can refer as a column in table.<br />
<br />
There are three types of entities in MS CRM.<br />
<br />
<span style="white-space: pre;"> </span>1. System<br />
<span style="white-space: pre;"> </span>2. Business<br />
<span style="white-space: pre;"> </span>3. Custom<br />
<br />
As a developer, you will be dealing with Business and custom entities. System entites are purely internal usage of CRM. We cannot customize or delete system entites. Examples for system entities are workflows and asynchronous jobs etc.<br />
<br />
Business entities are default entities CRM provide while installing. Examples for business entities are Contact, Account, Case etc.<br />
<br />
Custom entities are entities which we will be create as per business requirement.. </div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-67878006298032539132017-11-30T06:22:00.001-08:002017-12-06T06:18:49.516-08:00Teams in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in;">
<span style="background: white;"> Below are the some of the interesting points about
Teams</span></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">While a team belongs to one
<a href="http://www.mscrmtutorial.com/2017/11/business-unit-in-ms-crm.html" target="_blank">business unit</a>, it can include users from other <a href="http://www.mscrmtutorial.com/2017/11/business-unit-in-ms-crm.html" target="_blank">business units</a>.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">You can use two types of
teams:</span></li>
<ul style="direction: ltr; margin-bottom: 0in; margin-left: .375in; margin-top: 0in; unicode-bidi: embed;" type="circle">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">An owner team owns records
and has <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security roles</a> assigned to the team. The team’s privileges are
defined by these <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security roles</a>. In addition to privileges provided by
the team, team members have the privileges defined by their individual
<a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security roles</a> and by the roles from other teams in which they are
members. A team has full access rights on the records that the team owns.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">An access team doesn’t own
records and doesn’t have <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security roles</a> assigned to the team. The team
members have privileges defined by their individual <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security roles</a> and by
roles from the teams in which they are members. The records are shared
with an access team and the team is granted access rights on the records,
such as Read, Write, or Append.</span></li>
</ul>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">If an owner team doesn’t own
records and doesn’t have <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security roles</a> assigned to the team, it can be
converted to an access team. It is a one-way conversion. You can’t convert
the access team back to the owner team. During conversion, all queues and
mailboxes associated with the team are deleted. When you create a team in
the Web application, you have to choose the team type Owner.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">A system-managed access team
is created for a specific record, other records can’t be shared with this
team. You have to provide a team template that the system uses to create a
team. In this template, you define the <a href="http://www.mscrmtutorial.com/2017/11/what-is-entity-in-ms-crm.html" target="_blank">entity </a>type and the access rights
on the record that are granted to the team members when the team is
created.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">A team template is displayed
on all record forms for the specified <a href="http://www.mscrmtutorial.com/2017/11/what-is-entity-in-ms-crm.html" target="_blank">entity </a>as a list. When you add the
first user to the list, the actual access team for this record is created.
You can add and remove members in the team by using this list. The team
template applies to the records of the specified <a href="http://www.mscrmtutorial.com/2017/11/what-is-entity-in-ms-crm.html" target="_blank">entity </a>type and the
related entities, according to the cascading rules. To give team members
different access on the record, you can provide several team templates,
each template specifying different access rights. For example, you can
create a team template for the Account <a href="http://www.mscrmtutorial.com/2017/11/what-is-entity-in-ms-crm.html" target="_blank">entity </a>with the Read access right,
which allows the team members to view the specified account. For another
team that requires more access to the same account, you can create a team
template with Read, Write, Share and other access rights. To be added to
the team, a minimum access level a user must have on the <a href="http://www.mscrmtutorial.com/2017/11/what-is-entity-in-ms-crm.html" target="_blank">entity </a>specified
in the template is Basic (User) Read.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Because of the parental
relationship between the team template and system-managed access teams,
when you delete a template, all teams associated with the template are
deleted according to the cascading rules. If you change access rights for
the team template, the changes are applied only to the new auto-created
(system-managed) access teams. The existing teams are not affected.</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<br />
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="7"><span style="font-size: 11pt;">The maximum number of team
templates that you can create for an <a href="http://www.mscrmtutorial.com/2017/11/what-is-entity-in-ms-crm.html" target="_blank">entity </a>is specified in the
MaxAutoCreatedAccessTeamsPerEntity deployment setting. </span><span style="font-size: 11pt; font-weight: bold;">The default
value is 2</span><span style="font-size: 11pt;">.
The maximum number of entities that you can enable for auto-created access
teams is specified in the MaxEntitiesEnabledForAutoCreatedAccessTeams
deployment setting. </span><span style="font-size: 11pt; font-weight: bold;">The default value is 5.. </span></li>
</ol>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-72030245453679339122017-11-30T06:19:00.003-08:002017-12-04T06:29:03.740-08:00Business Unit in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in;">
<span style="background: white;"> Below are the some of the points about Business unit</span></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">The organization (also known
as the root business unit) is the top level of a Microsoft Dynamics 365
business unit hierarchy. Dynamics 365 automatically creates the
organization when you install or provision Dynamics 365. You can’t change
or delete the organization name.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">You can’t change the name of
a business unit or delete a business unit after it has been created. You
can disable a business unit or change the parent, however. When you
disable a business unit, all users and <a href="http://www.mscrmtutorial.com/2017/11/teams-in-ms-crm.html" target="_blank">teams </a>associated with the business
unit are also disabled.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Changing the parent business
removes <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security roles</a> for users and <a href="http://www.mscrmtutorial.com/2017/11/teams-in-ms-crm.html" target="_blank">teams</a> associated with the business
unit. You must reassign them.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">You can change the business
unit for an individual facility, equipment, or user. By changing the
business unit for a user, you remove all <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security role</a> assignments for the
user. At least one <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security role</a> must be assigned to the user in the new
business unit.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">You can delete a business
unit to completely remove it from Microsoft Dynamics 365.</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
Before
deleting a business unit, be sure to consider the following:</div>
<ul style="direction: ltr; margin-bottom: 0in; margin-left: .75in; margin-top: 0in; unicode-bidi: embed;" type="circle">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: "calibri"; font-size: 11.0pt;">Deleting a business unit is
irreversible.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: "calibri"; font-size: 11.0pt;">The records owned by the
business unit are deleted at the same time you delete the business unit.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: "calibri"; font-size: 11.0pt;">You can’t delete a business
unit until you delete any associated users, <a href="http://www.mscrmtutorial.com/2017/11/teams-in-ms-crm.html" target="_blank">teams</a>, and child business
units.</span></li>
</ul>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="6"><span style="font-size: 11pt;">You can assign a different
parent business to a business unit to accommodate changes in your business
requirements. When you reassign a business unit, any child business units
are also reassigned with it.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">By default, when you create a
user the user has read and write access to any data for which they have
permission. Also, by default, the user client access license (CAL) is set
to Professional.</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
Access
mode. This setting determines the level of access for each user.</div>
<br />
<ul style="direction: ltr; margin-bottom: 0in; margin-left: .75in; margin-top: 0in; unicode-bidi: embed;" type="circle">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: "calibri"; font-size: 11.0pt;">Read-Write access. By
default, users have Read-Write access that allows them access to data for
which they have appropriate permission set by <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security roles</a>.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: "calibri"; font-size: 11.0pt;">Administrative access. Allows
access to areas that the user has appropriate permission set by <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security roles</a> but doesn’t allow the user to view or access business data typically
found in the Sales, Service, and Marketing areas, such as accounts,
contacts, leads, opportunities, campaigns, and cases. For example,
Administrative access can be used to create Dynamics 365 administrators
who can have access to perform a complete variety of administrative tasks,
such as create business units, create users, set duplicate detection, but
cannot view or access any business data. Notice that users who are
assigned this access mode do not consume a CAL.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: "calibri"; font-size: 11.0pt;">Read access. Allows access to
areas for which the user has appropriate access set by <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security role</a> but
the user with Read access can only view data and can’t create or change
existing data. For example, a user with the system administrator <a href="http://www.mscrmtutorial.com/2017/11/security-roles-in-ms-crm.html" target="_blank">security role</a> who has read access can view business units, users, and <a href="http://www.mscrmtutorial.com/2017/11/teams-in-ms-crm.html" target="_blank">teams</a> but
can’t create or modify those records.</span></li>
</ul>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-22898818714420587152017-11-30T06:17:00.001-08:002017-11-30T06:17:13.107-08:00Security roles in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in 0in 0in 0.375in;">
<span style="background: white;">Below are the some of the points
about Security roles</span></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">Each privilege can have up to
four access levels: Basic, Local, Deep, and Global.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">If a record is created and
the parent record has certain sharing properties, the new record inherits
those properties. For example, Joe and Mike are working on a high priority
lead. Joe creates a new lead and two activities, shares the lead with
Mike, and selects cascade sharing. Mike makes a telephone call and sends
an email regarding the new lead. Joe sees that Mike has contacted the
company two times, so he does not make another call. </span>Sharing
is maintained on individual records. A record inherits the sharing properties
from its parent and also maintains its own sharing properties. Therefore, a
record can have two sets of sharing properties—one that it has on its own and
one that it inherits from its parent. Removing
the share of a parent record removes the sharing properties of objects
(records) that it inherited from the parent. That is, all users who previously
had visibility into this record no longer have visibility. Child objects still
could be shared to some of these users if they were shared individually, not
from the parent record.</li>
</ol>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="3"><span style="font-size: 11pt;">Anyone with Assign privileges
on a record can assign that record to another user. When a record is
assigned, the new user or team becomes the owner of the record and its
related records. The original user or team loses ownership of the record,
but automatically shares it with the new owner.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">In Microsoft Dynamics 365,
the system administrator can decide for an organization whether records
should be shared with previous owners or not after the assign operation.
If Share with previous owner is selected, then the previous owner shares
the record with all access rights after the assign operation. Otherwise,
the previous owner does not share the record and may not have access to
the record, depending on his or her privileges</span></li>
</ol>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;" value="5"><span style="font-size: 11pt; font-weight: bold;">Field Level Security:</span></li>
</ol>
<b style="font-family: Calibri; font-size: 11pt;"> </b><span style="font-family: Calibri; font-size: 11pt;">There
are a few additional rules that apply to certain attribute data types:</span><br /><ul style="direction: ltr; margin-bottom: 0in; margin-left: .75in; margin-top: 0in; unicode-bidi: embed;" type="circle">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: Calibri; font-size: 11.0pt;">Boolean attributes can be
secured for create and update operations but not for read.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: Calibri; font-size: 11.0pt;">Option set attributes can be
secured for create, update, and read when a default value is unspecified</span></li>
</ul>
<br />
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="6"><span style="font-size: 11pt;">The System Administrator
field security profile gives full access to all secured fields in
Microsoft Dynamics 365. By default, all users who have the System
Administrator security role have this profile. This profile is system
managed and can’t be updated or deleted</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">When you call the Retrieve or
RetrieveMultiple methods or messages, Microsoft Dynamics 365 evaluates if
the caller and the impersonated user have access to each retrieved record
(this is the regular security process) and each secured field. The call
does not throw an exception if the criteria contain secured fields for
which the caller does not have access. Instead, null values are returned
for secured fields if they are part of the output column set.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">If the caller (or
impersonated user) does not have access to the secured fields that are
included in the filter criteria, the field value is substituted with null
during the evaluation of the filter.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">When aggregating on secured
attributes. Secured values are substituted with a null value, so normal
SQL aggregation behavior applies</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">A programmer may build a
client that uses Create and Update methods that interact with secured
fields. When you call the Create or Update method, passing data for
secured fields and the caller does not have sufficient permissions, an
exception is thrown.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">An administrator secures a
number of fields for access in the application and wants the fields not to
be available in reports. This allows for maintaining the same set of
reports for all users. Filtered views will not return data for the secured
fields if the calling user does not have authorization for the fields.
When no field security is applied for any of the view’s attributes, the
filtered views return complete data.</span></li>
</ol>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-25846816441531877832017-11-30T06:05:00.002-08:002017-11-30T06:05:52.019-08:00User Management in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in 0in 0in 0.375in;">
<span style="background: white;">Below are the some of the
interesting points about user management</span></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">Having added the user to
Office 365 and assigned a license they will exist in CRM. BUT at this
stage they will not yet be able to access CRM. This is because they need
to be assigned a security role in CRM. All users will be created without a
CRM role in this way. With the exception of your Global Admin when the CRM
instance is first created, as they will be granted the System
Administrator role in CRM by default.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">When the user was created in
Office 365 we assigned a CRM license to the user, to disable the user all
we do is remove the license from the user in Office 365.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">After a short pause the user
will become disabled in CRM, meaning they can no longer log into CRM. At
this point it is worth considering what will happen to any records owned
by the user in CRM! Well, these records will still show as being assigned
to the disabled user. Meaning they will need to be reassigned to a new
user. (If required.)</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
You
can re-enable a user. When re-enabled they will have the same security role as
previously assigned.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
It
is important to know that users are not and cannot be deleted from CRM</div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; font-weight: bold; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0px; margin-top: 0px; vertical-align: middle;" value="4"><span style="font-size: 11pt;">Non-Interactive Users</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
Non-interactive
users are a “special” type of user that does not interact with CRM via any CRM
client. These are useful for programmatically accessing CRM, maybe for
integration with an ERP system. (Such as Dynamics GP, NAV or AX.)</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
You
can have a maximum of 5 non-interactive users.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
Non-interactive
users do not consume a license.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
We
change a user to be a non-interactive user within CRM, select the user and in
the admin section change their access mode to “Non-interactive”. Other options
include “Read-Write” (default) and “Administritive”.</div>
<br />
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="5"><span style="font-size: 11pt;">To setup a non-interactive
user, you first create a user with a license. Then edit their access mode
to be non-interactive. Then return to Office 365 and remove the license as
it is no longer required.</span></li>
</ol>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-70846512409382395902017-11-30T06:04:00.000-08:002017-11-30T06:04:14.943-08:00Import data in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in 0in 0in 0.375in;">
<span style="background: white;">Below are the some of the
interesting points about import data</span></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<br />
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">You can import data into
standard and customized attributes of most business and custom entities.
You can also include related data, such as notes and attachments.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Microsoft Dynamics 365
includes a web application tool called Import Data Wizard. You use this
tool to import data records from one or more comma-separated values
(.csv), XML Spreadsheet 2003 (.xml), or text files.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">By default, all custom
entities are enabled for import. To determine if a business entity is
enabled for import, see the entity metadata for the specific entity. If an
entity is enabled for import, the entity metadata property IsImportable is
set to true. The value of this property can’t be changed for the
out-of-the-box business entities</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">A source file may contain
data for one entity type or multiple entity types, such as accounts and
contacts. For the source files that contain multiple entity data, you must
provide a map that includes the <EntitiesPerFile> tag. Set the value
of this tag to “Multiple” to indicate that there is more than one entity
type in the source file</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">The first row in the source
file should contain column headings. If you do not include headings, use
the ImportFile.IsFirstRowHeader attribute to specify that the first row
represents actual data. In this case, default column headings are created
with the names Col1, Col2, and so on.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">The first row in the source
file should contain column headings. If you do not include headings, use
the ImportFile.IsFirstRowHeader attribute to specify that the first row
represents actual data. In this case, default column headings are created
with the names Col1, Col2, and so on.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">To create a note in Microsoft
Dynamics 365, set the Annotation.IsDocument attribute in the annotation
(note) entity to false. To create an attachment, set IsDocument to true.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">If you do not provide mapping
for an annotation (note) entity, the import job generates a default
mapping for the note.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">The maximum size of files
that can be uploaded is determined by the Organization.MaxUploadFileSize
property. This property is set in the Email tab of the System Settings in
the Dynamics 365 application. This setting limits the size of files that
can be attached to email messages, notes, and web resources. The default
setting is 5 MB. However, an attachment size cannot exceed the maximum
HTTP request size (the default is 16MB). For the change to take effect,
reset Internet Information Services (IIS). To do this, click Start, click
Run, type iisreset, and then click OK.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">You cannot import data into
the modifiedon, createdby, and modifiedby attributes. If you have to store
data related to who created and modified the data and when the data was
modified, you can create custom attributes in Microsoft Dynamics 365 and
map the source columns to the new custom attributes.</span></li>
</ol>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-25826332825448344952017-11-30T06:02:00.000-08:002017-11-30T06:02:09.897-08:00Data Management in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in 0in 0in 0.375in;">
<span style="background: white;">Below are the some of the
interesting points about data management</span></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">Duplicate detection lets
organizations set duplicate detection policies and create duplicate
detection rules for business and custom entities.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">You can clean the data by
deleting, deactivating, or merging the duplicates reported by a duplicate
detection job.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">You can create multiple
detection rules for the same entity type. However, you can publish a
maximum of </span><span style="font-size: 11pt; font-weight: bold;">five duplicate detection</span><span style="font-size: 11pt;"> rules per entity type at one time.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;"> A duplicate detection rule specifies a
base entity type and a matching entity type. A duplicate rule condition
specifies the name of a base attribute and the name of a matching
attribute</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">The matching criteria consist
of operators such as exactly match, first n-number of characters, or last
n-number of characters.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">You can clean the data by
deleting, deactivating, or merging the duplicates reported by a duplicate
detection job.</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
Before
running duplicate detection, enable it for each of the following:</div>
<ul style="direction: ltr; margin-bottom: 0in; margin-left: .75in; margin-top: 0in; unicode-bidi: embed;" type="circle">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: Calibri; font-size: 11.0pt;">Globally (for all entities in
the organization).</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: Calibri; font-size: 11.0pt;">For an entity.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-family: Calibri; font-size: 11.0pt;">For specific operations.</span></li>
</ul>
<br />
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="7"><span style="font-size: 11pt;">If the caller (system user)
of the RetrieveRequest message or the RetrieveMultipleRequest message
doesn’t have Read privileges on some of the fields in the detected
duplicate records, these records aren’t returned.</span></li>
</ol>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com1tag:blogger.com,1999:blog-3205106077896157207.post-55755787151628882332017-11-30T06:00:00.000-08:002017-11-30T06:00:05.951-08:00Document Management in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in 0in 0in 0.375in;">
<span style="background: white;">Below are the some of the
interesting points about document management:</span></div>
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in 0in 0in 0.375in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">The Microsoft Dynamics 365
administrator (a user who has the SharePoint Site Collection Administrator
role) selects the Microsoft Dynamics 365 entities for which to enable the
document management feature, and specifies the target SharePoint Server.
As part of specifying the target server, the Microsoft Dynamics 365
administrator specifies the SharePoint Server site collection or the
SharePoint Server site URL by using the SharePointSite entity</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Creating and managing
SharePoint document location records. Microsoft Dynamics 365 users can
create and manage SharePoint Server document location records after
SharePoint Server integration is enabled. You can create and manage
SharePoint Server document location records by using the
SharePointDocumentLocation entity. Microsoft Dynamics 365 also allows for
the automatic creation of folders on the server that is running SharePoint
Server for entity records under certain conditions. However, automatic creation
of folders cannot be done through the Microsoft Dynamics 365 SDK.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Enable SharePoint
integration:</span></li>
<ul style="direction: ltr; margin-bottom: 0in; margin-left: .375in; margin-top: 0in; unicode-bidi: embed;" type="circle">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Client-to-server integration
with SharePoint: The client-to-server integration is enabled by default.
However, for a richer user experience, install the Microsoft Dynamics CRM
List Component for Microsoft SharePoint Server 2010 or Microsoft
SharePoint Server 2013. For more information about the component, see
Microsoft Dynamics CRM list component for Microsoft SharePoint Server
section later in this topic.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Server-to-server integration
with SharePoint: This does not require you to install the Microsoft
Dynamics CRM List Component in SharePoint or any other additional
software to have the SharePoint document management functionality within
Dynamics 365. After you enable server-based SharePoint integration for
your organization, you can’t revert to the client-based authentication
method.</span></li>
</ul>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
Enable document management for
entities: Select the entities in Microsoft Dynamics 365 for which you want to
create and manage documents on SharePoint Server. When you enable document
management for an entity in Microsoft Dynamics 365, a Documents link under the
Common group in the left pane is added for the all entity records in the
Microsoft Dynamics 365 web application. You can use the Documents link to
create or manage SharePoint Server location records for the entity record.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
Specify the target SharePoint server:
Specify the URL of a site or site collection on the SharePoint Online,
SharePoint Server 2010, or SharePoint Server 2013. This URL is used to
automatically create folders and document libraries on SharePoint.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="4"><span style="font-size: 11pt;">Document management can be
enabled for those entities in Microsoft Dynamics 365 that can be
customized. By default, document management is enabled only for the
following entities in a new installation of Dynamics 365:</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<div style="direction: ltr;">
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse: collapse; border-color: #A3A3A3; border-style: solid; border-width: 1pt; direction: ltr; margin-left: .3333in;" valign="top">
<tbody>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<span style="font-weight: bold;">S.No</span></div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.0173in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<span style="font-weight: bold;">Table</span></div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
1</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.0173in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Account</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
2</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.0173in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
KbArticle</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
3</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.0173in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Lead</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
4</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.0173in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Opportunity</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
5</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.0173in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Product</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
6</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.0173in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Quote</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
7</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.0868in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
SalesLiterature</div>
</td>
</tr>
</tbody></table>
</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="5"><span style="font-size: 11pt;">You must have the System
Administrator or System Customizer role to enable or disable document
management for an entity.</span></li>
</ol>
<ol style="direction: ltr; font-family: Calibri; font-size: 10pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="6"><span style="font-size: 10pt;">Validation Status
(sharepoint_validationstatus)</span></li>
</ol>
<div style="direction: ltr;">
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse: collapse; border-color: #A3A3A3; border-style: solid; border-width: 1pt; direction: ltr; margin-left: .3333in;" valign="top">
<tbody>
<tr>
<td style="background-color: #ededed; border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">Value</span></div>
</td>
<td style="background-color: #ededed; border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2138in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">Label</span></div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
1</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2138in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
Not Validated</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
2</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2138in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
In Progress</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
3</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2138in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
Invalid</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
4</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2138in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
Valid</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
5</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2833in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
Could not validate</div>
</td>
</tr>
</tbody></table>
</div>
<div style="font-family: Calibri; font-size: 10.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 10pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="color: #595959; margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="7"><span style="font-size: 10pt;">Validation
Status Reason (sharepoint_validationstatusreason)</span></li>
</ol>
<div style="direction: ltr;">
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse: collapse; border-color: #A3A3A3; border-style: solid; border-width: 1pt; direction: ltr; margin-left: .3333in;" valign="top">
<tbody>
<tr>
<td style="background-color: #ededed; border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">Value</span></div>
</td>
<td style="background-color: #ededed; border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.0465in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">Label</span></div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
1</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.0465in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
This record's URL has not been validated.</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
2</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.0465in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
This record's URL is valid.</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
3</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.0465in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
This record's URL is not valid.</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
4</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.1159in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
The URL schemes of Microsoft Dynamics 365 and SharePoint
Server are different.</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
5</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.0465in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
The URL could not be accessed because of Internet Explorer
security settings.</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
6</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.0465in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
Authentication failure.</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .6673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
7</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 5.0465in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 10.0pt; line-height: 13pt; margin: 0in;">
Invalid certificates.</div>
</td>
</tr>
</tbody></table>
</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="8"><span style="font-size: 11pt;">For server-based integration
with SharePoint, Microsoft Dynamics 365 uses claims to authenticate and
authorize Dynamics 365 users to access the documents stored in SharePoint</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Dynamics 365 uses the
following claims to integrate with SharePoint</span></li>
</ol>
<div style="direction: ltr;">
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse: collapse; border-color: #A3A3A3; border-style: solid; border-width: 1pt; direction: ltr; margin-left: .3333in;" valign="top">
<tbody>
<tr>
<td style="background-color: #ededed; border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 2.152in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">Scenario</span></div>
</td>
<td style="background-color: #ededed; border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 6.7493in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">Claims</span></div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 2.152in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Dynamics 365 (online) and SharePoint Online</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 6.7493in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">NameId (PUID)</span></div>
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Both Dynamics 365 and SharePoint share Microsoft Azure Active
Directory for user identity.</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 2.152in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Dynamics 365 (online) and SharePoint on-premises</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 6.7493in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">SMTP (email)</span></div>
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
No shared active directory infrastructure for user identity;
claims sent as SMTP address. The claims is picked from WindowsLiveID field in
Dynamics 365 and mapped to work email address from SharePoint.</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 2.152in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Dynamics 365 on-premises and SharePoint Online</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 6.7493in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">SMTP (email)</span></div>
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
No shared active directory infrastructure for user identity;
claims sent as SMTP address. The claims is picked from PrimaryEmailAddess
field in Dynamics 365 and mapped to work email address from SharePoint.</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 2.152in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Dynamics 365 on-premises and SharePoint on-premises</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 6.7493in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
<span style="font-weight: bold;">Security Identifier (SID)</span></div>
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Both Dynamics 365 and SharePoint share Microsoft Windows
Server Active Directory for user identity.</div>
</td>
</tr>
</tbody></table>
</div>
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in 0in 0in 0.375in;">
</div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="10"><span style="font-size: 11pt;">You can use the UserMapping
entity to specify custom claim mappings in Dynamics 365 to use a value
other than the default value used by Dynamics 365 to authenticate and
authorize Dynamics 365 users in SharePoint. For example, you can use the
“last name” and “first name” of the user instead of “email” to
authenticate Dynamics 365 users in SharePoint. Custom claim mappings
override the default claim mappings used by Dynamics 365. You can define
multiple custom claim mappings in Dynamics 365. By default, only users
having the System Administrator role have access to the UserMapping
entity.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">By default, SharePoint
supports the following claim types: NameId (PUID), SMTP (email), and UPN
(user principal name). If you’re passing a claim of any other type, you
must also create corresponding claim type mappings in SharePoint</span></li>
</ol>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
</ol>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-24362921773814006812017-11-30T05:54:00.002-08:002017-11-30T05:54:53.076-08:00Audit in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background: white;">Below are the some of the interesting points about
auditing:</span><br />
<span style="background: white;"><br /></span>
<div style="font-family: Calibri; font-size: 11.25pt; margin: 0in;">
<span style="background: white;">Below are the some of the interesting points about
auditing:</span></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">Auditing is supported on all
custom and most customizable entities and attributes</span></li>
</ol>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="2"><span style="font-size: 11pt;">Auditing is not supported on
metadata changes, retrieve operations, export operations, or during
authentication</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="3"><span style="font-size: 11pt;">Supported for auditing</span></li>
</ol>
<div style="direction: ltr;">
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse: collapse; border-color: #A3A3A3; border-style: solid; border-width: 1pt; direction: ltr; margin-left: .3333in;" valign="top">
<tbody>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit of customizable entities</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit of custom entities</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Configure entities for audit</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Configure attributes for audit</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Privilege-based audit trail viewing</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Privilege-based audit summary viewing</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit log deletion for a partitioned SQL database</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit log deletion for a non-partitioned SQL database</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.9409in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Microsoft Dynamics Dynamics 365 SDK programming
support</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit of record create, update, and delete operations</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit of relationships (1:N, N:N)</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit of audit events</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit of user access</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 3.8715in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Adherence to regulatory standards</div>
</td>
</tr>
</tbody></table>
</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="4"><span style="font-size: 11pt;">Non supported for auditing</span></li>
</ol>
<div style="direction: ltr;">
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse: collapse; border-color: #A3A3A3; border-style: solid; border-width: 1pt; direction: ltr; margin-left: .3333in;" valign="top">
<tbody>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 2.7458in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit of read operations</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 2.7458in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit of metadata changes</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 2.8152in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Audit of text blobs, notes, and attachments</div>
</td>
</tr>
</tbody></table>
</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="5"><span style="font-size: 11pt;">You can enable or disable
auditing at the organization, entity, and attribute levels. If auditing is
not enabled at the organization level, auditing of entities and
attributes, even if it is enabled, does not occur. By default, auditing is
enabled on all auditable entity attributes, but is disabled at the entity
and organization level.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">For Microsoft Dynamics 365
servers that use Microsoft SQL Server Enterprise editions, auditing data
is recorded over time (quarterly) in partitions. A partition is called an
audit log in the Microsoft Dynamics 365 web application. Partitions are
not supported, and therefore, not used, on a Microsoft Dynamics 365 server
that is running Microsoft SQL Server, Standard edition.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">The ability to retrieve and
display the audit history is restricted to users who have certain security
privileges: View Audit History, and View Audit Summary. There are also
privileges specific to partitions: View Audit Partitions, and Delete Audit
Partitions. See the specific message request documentation for information
about the required privileges for each message.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Audited data changes are
stored in records of the audit entity.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Data that can be audited:</span></li>
<ul style="direction: ltr; margin-bottom: 0in; margin-left: .375in; margin-top: 0in; unicode-bidi: embed;" type="circle">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Create, update, and delete
operations on records.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Changes to the shared
privileges of a record.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">N:N association or
disassociation of records.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Changes to security roles.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Audit changes at the entity,
attribute, and organization level. For example, enabling audit on an
entity.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Deletion of audit logs.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">When (date/time) a user
accesses Microsoft Dynamics 365 data, for how long, and from what client.</span></li>
</ul>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Enabling or disabling of
field level security by setting the IsSecured attribute cannot be audited</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">For attribute auditing to
take place, auditing must be enabled at the attribute, entity, and
organization levels</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">A user must be assigned the
System Administrator or System Customizer role to enable or disable
auditing</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">when enabling auditing on an
entity, all of the entity’s attributes are enabled for auditing by
default. Of course you can explicitly disable auditing on any or all of
the attributes as needed</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Fully Customizable entities:</span></li>
</ol>
<div style="direction: ltr;">
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse: collapse; border-color: #A3A3A3; border-style: solid; border-width: 1pt; direction: ltr; margin-left: .3333in;" valign="top">
<tbody>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Account</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .9423in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Campaign</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2583in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
CampaignActivity</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.4in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
CampaignResponse</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .8965in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Competitor</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .8402in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Connection</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Contact</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .9423in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Contract</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2388in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Email</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3805in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Fax</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .877in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Goal</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .7402in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Incident</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Invoice</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .9618in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
InvoiceDetail</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2388in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Lead</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3805in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Letter</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .877in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
List</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .8437in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Opportunity</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3868in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
OpportunityProduct</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .9423in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
PhoneCall</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2388in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Product</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3805in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
QueueItem</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .877in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Quote</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .8437in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
QuoteDetail</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
SalesLiterature</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .9423in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
SalesOrder</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2388in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
SalesOrderDetail</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.4in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
ServiceAppointment</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .8965in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
SystemUser</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .7402in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Task</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3673in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Territory</div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .9423in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.2388in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.3805in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .877in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
</td>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: .534in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
</td>
</tr>
</tbody></table>
</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="15"><span style="font-size: 11pt;">Entities we cannnot audit:</span></li>
</ol>
<div style="direction: ltr;">
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse: collapse; border-color: #A3A3A3; border-style: solid; border-width: 1pt; direction: ltr; margin-left: .3333in;" valign="top">
<tbody>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
ActivityPointer</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Annotation</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
BulkOperation</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Calendar</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
CalendarRule</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.8173in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
CustomerOpportunityRole</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Discount</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
DiscountType</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
IncidentResolution</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
KbArticle</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
KbArticleComment</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
KbArticleTemplate</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Notification</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
OpportunityClose</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
OrderClose</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
ProductPriceLevel</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
QuoteClose</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
RecurrenceRule</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Resource</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
ResourceGroup</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7826in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
ResourceGroupExpansion</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
ResourceSpec</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
SalesLiteratureItem</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
SalesProcessInstance</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Service</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Subject</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Template</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
UoM</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
UoMSchedule</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
Workflow</div>
</td>
</tr>
<tr>
<td style="border-color: #A3A3A3; border-style: solid; border-width: 1pt; padding: 4pt 4pt 4pt 4pt; vertical-align: top; width: 1.7479in;">
<div style="color: #2a2a2a; font-family: "Segoe UI"; font-size: 9.75pt; line-height: 13pt; margin: 0in;">
WorkflowLog</div>
</td>
</tr>
</tbody></table>
</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin-left: .375in; margin: 0in;">
<br /></div>
<span style="background: white;">
</span><br />
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="16"><span style="font-size: 11pt;">If your Microsoft Dynamics
365 server uses Microsoft SQL Server standard edition, which does not
support the database partitioning feature, the DeleteAuditDataRequest
request deletes all audit records created up to the end date specified in
the EndDate property.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">If your Microsoft Dynamics
365 server uses an Enterprise edition of Microsoft SQL Server that does
support partitioning, the DeleteAuditDataRequest request will delete all
audit data in those partitions where the end date is before the date
specified in the EndDate property. Any empty partitions are also deleted.
However, neither the current (active) partition nor the audit records in
that active partition can be deleted by using this request or any other
request.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">New partitions are
automatically created by the Microsoft Dynamics 365 platform on a
quarterly basis each year. This functionality is non-configurable and
cannot be changed</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Microsoft Dynamics 365
(online & on-premises) support the ability to audit user access. The
information that is recorded includes when the user started accessing
Microsoft Dynamics 365 and if access originated from the Microsoft
Dynamics 365 web application, Dynamics 365 for Outlook, or SDK calls to
the web services.</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">To enable or disable user
access auditing, you must retrieve the target organization’s record, and
update the Organization.IsUserAccessAuditEnabled attribute value for the
organization. Global auditing on the organization must also be enabled by
setting the Organization.IsAuditEnabled attribute to true in the
organization record. To audit the origin of user access, for example: web
application, Dynamics 365 for Outlook or SDK, you must enable auditing on
the entities being accessed.</span></li>
</ol>
<ul style="text-align: left;">
</ul>
<ol style="background-color: white; direction: ltr; font-family: Calibri; font-size: 11pt; font-weight: bold; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1"></ol>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-14798931928907456492017-11-30T04:13:00.001-08:002017-11-30T04:13:12.929-08:00Maximum rollup fields in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; font-family: Calibri; font-size: 14.6667px;">You are limited to a maximum of 10 Rollup fields per Entity and a Maximum of 100 per organization. On Premise deployments can modify this but online cannot. A roll up field cannot include other rollups.</span><br />
<span style="background-color: white; font-family: Calibri; font-size: 14.6667px;"><br /></span>
<span style="background-color: white; font-family: Calibri; font-size: 14.6667px;">Two more interesting points on Rollup fields:</span><br />
<span style="background-color: white; font-family: Calibri; font-size: 14.6667px;"><br /></span>
<span style="background-color: white; font-family: Calibri; font-size: 14.6667px;">1. Rollup fields cannot be audited.</span><br />
<span style="background-color: white; font-family: Calibri; font-size: 14.6667px;">2. Rollup fields can include hierarchy data.</span><br />
<span style="background-color: white; font-family: Calibri; font-size: 14.6667px;"><br /></span></div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-79931469814645052322017-11-27T06:20:00.001-08:002017-11-27T06:20:27.427-08:00What is fetchXML?<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="border-width: 100%; direction: ltr;">
<div style="direction: ltr; margin-left: 0in; margin-top: 0in; width: 6.6312in;">
<div style="direction: ltr; margin-left: 0in; margin-top: 0in; width: 6.6312in;">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
FetchXML is
proprietary query language used in Microsodt Dynamics CRM online or on-premises
to retrieve records from an entity. It is depends on schema language. In terms
of capabilities it is equal to queryexpression,
and it has addition feature of save query as user-owned saved view in
userQuery system entity and and as an organization-owned saved view in the
savedquery entity.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
We will run FetchXML
and retrieve records using RetrieveMultiple method by creating FetchExpression
object.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Below is the sample
code on running fetchXML.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
String
fetchXML=@"<fetch mapping='logical'> </div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<entity name='account'></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<attribute name='accountid'/> </div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<attribute name='name'/> </div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
</entity></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
</fetch>";</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
FetchExpression
fetchExpression=new FetchExpression(fetchXML);</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
EntityCollection
entityCollection=service.RetrieveMultiple(fetchExpression);</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Note: Don’t retrieve
all attributes in a query because of the negative effect on performance. This
is particularly true if the query is used as a parameter to an update request.
In an update, if all attributes are included this sets all field values, even
if they are unchanged, and often triggers cascaded updates to child records.</div>
</div>
</div>
</div>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-86601965115775984152017-11-23T06:41:00.006-08:002017-11-23T06:41:54.003-08:00MS CRM new form rendering or Turbo form rendering<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
To improve the
performance of form rendering, Microsoft dynamics CRM come up with new form
rendering engine since Online 2015 update 1 (V7.1). Before that we had legacy
rendering where everything will works on sequence order. </div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Turbo form rendering
or new form rendering forms will load significantly faster and more efficient.
Turbo form rendering has same support as legacy forms are having for client
scripting, form XML Schema that means no fundamental changes made in terms of what
forms generally does.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
So what are the main
changes?</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Changes were mainly
based on optimizing the form loading process. Optimization have been done on
mainly two ways.</div>
<ol style="direction: ltr; font-family: Calibri; font-size: 11pt; margin-bottom: 0in; margin-left: 0.375in; margin-top: 0in; unicode-bidi: embed;" type="1">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;" value="1"><span style="font-size: 11pt;">Loading process of the form</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="font-size: 11pt;">Handling of Cache.</span></li>
</ol>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Loading process of
the form: Here optimization has been done by running maximum no of operations
parallel to avoid browser idle time, amount of content being cached has been
increased, event part of rendering process have been moved partially to server
and optimized the initialization of controls.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
CRM forms do have
iframes internally to load webresources, earlier these iframes are discarded
and reloaded on each form load. But in new design iframes will not be discarded but keep them around, as common
scripts are already parsed need not load again. But for custom scripts and ISV
scripts new design will load these in new iframe which will be discarded when
form closes. Earlier, these would be loaded in the same iframe as the form.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Examples of things
that will break:</div>
<ul style="direction: ltr; margin-bottom: 0in; margin-left: .375in; margin-top: 0in; unicode-bidi: embed;" type="disc">
<li style="color: #333333; margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="background: white; font-family: Calibri; font-size: 10.5pt;">Any attempt
to access DOM in the content iframe using JS, jQuery or other 3</span><span style="background: white; font-family: Calibri; font-size: 7.9pt;">rd</span><span style="background: white; font-family: Calibri; font-size: 10.5pt;"> party
libraries (document.getElementById() or jQuery selectors)</span></li>
<li style="color: #333333; margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="background: white; font-family: Calibri; font-size: 10.5pt;">Creating a
new HTML content in the parent window for persistent content (and assumed
that the parent window was the main CRM iframe.</span></li>
<li style="color: #333333; margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="background: white; font-family: Calibri; font-size: 10.5pt;">Window.load,
parsing iframe/form URL</span></li>
<li style="color: #333333; margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="background: white; font-family: Calibri; font-size: 10.5pt;">Attempting
to use unsupported (non-XRM) APIs, especially undocumented ones that may
have been shipped with CRM for internal usage only</span></li>
<li style="color: #333333; margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="background: white; font-family: Calibri; font-size: 10.5pt;">Accessing
window.parent() from a web resource that may assume for example there’s a
variable set in the current window context. </span></li>
</ul>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Below are the
navigation details to enable or disable legacy rendering.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<br />
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Settings ->
Administration -> System Settings -> General. Select "Yes"
under "Use legacy form rendering" to disable turbo forms or else
select "No"</div>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-52132189012396948842017-11-23T06:41:00.002-08:002017-11-23T06:41:06.061-08:00Retrieve more than 5000 records in MS CRM using fetch XML<div dir="ltr" style="text-align: left;" trbidi="on">
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
When you use
retrieve multiple to retrieve records from any entity, the maximum no of
records returned by retrieve multiple is 5000. But there will be scenario we
have to retrieve more than 5000, in those scenarios we should use paging as
shown below.</div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<pre style="color: #333333; line-height: 16.25px;"><span style="color: #008800; font-weight: bold;">private</span> <span style="color: #333399; font-weight: bold;">string</span> <span style="color: #0066bb; font-weight: bold;">RetrieveMoreThan500Records</span>()
{
EntityCollection caseCollection = <span style="color: #008800; font-weight: bold;">new</span> EntityCollection();
<span style="color: #008800; font-weight: bold;">try</span>
{
<span style="color: #333399; font-weight: bold;">var</span> moreRecords = <span style="color: #008800; font-weight: bold;">false</span>;
<span style="color: #333399; font-weight: bold;">int</span> page = <span style="color: #6600ee; font-weight: bold;">1</span>;
<span style="color: #333399; font-weight: bold;">var</span> cookie = <span style="color: #333399; font-weight: bold;">string</span>.Empty;
<span style="color: #333399; font-weight: bold;">string</span> fetchXML = RetrieveCaseFetchXML();
<span style="color: #008800; font-weight: bold;">do</span>
{
<span style="color: #333399; font-weight: bold;">var</span> caseFetchXML = <span style="color: #333399; font-weight: bold;">string</span>.Format(fetchXML, cookie);
<span style="color: #333399; font-weight: bold;">var</span> collection = service.RetrieveMultiple(<span style="color: #008800; font-weight: bold;">new</span> FetchExpression(caseFetchXML));
<span style="color: #008800; font-weight: bold;">if</span> (collection.Entities.Count >= <span style="color: #6600ee; font-weight: bold;">0</span>)
{
caseCollection.Entities.AddRange(collection.Entities);
}
moreRecords = collection.MoreRecords;
<span style="color: #008800; font-weight: bold;">if</span> (moreRecords)
{
page++;
cookie = <span style="color: #333399; font-weight: bold;">string</span>.Format(<span style="background-color: #fff0f0;">"paging-cookie='{0}' page='{1}'"</span>, System.Security.SecurityElement.Escape(collection.PagingCookie), page);
}
} <span style="color: #008800; font-weight: bold;">while</span> (moreRecords);
}
<span style="color: #008800; font-weight: bold;">catch</span> (Exception ex)
{
}
}</pre>
<pre style="color: #333333; line-height: 16.25px;">
</pre>
<pre style="color: #333333; line-height: 16.25px;"><pre style="line-height: 16.25px;"><span style="color: #008800; font-weight: bold;">private</span> <span style="color: #333399; font-weight: bold;">string</span> <span style="color: #0066bb; font-weight: bold;">RetrieveCaseFetchXML</span>()
{
<span style="color: #008800; font-weight: bold;">return</span> <span style="background-color: #fff0f0;">@"<fetch {0} version='1.0' output-format='xml-platform' mapping='logical' distinct='false'></span>
<span style="background-color: #fff0f0;"> <entity name='incident'></span>
<span style="background-color: #fff0f0;"> <attribute name='ticketnumber' /></span>
<span style="background-color: #fff0f0;"> <attribute name='incidentid' /></span>
<span style="background-color: #fff0f0;"> <order attribute='createdon' descending='false' /></span>
<span style="background-color: #fff0f0;"> </entity></span>
<span style="background-color: #fff0f0;"> </fetch>"</span>;
}</pre>
</pre>
</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-68726471621671665242017-11-22T03:43:00.003-08:002017-11-22T03:44:04.434-08:00Close an incident or case in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
To close incident record we need to update statecode, for this generally we do use <a href="http://mscrmtutorials.blogspot.com/2017/11/update-statecode-and-statuscode-in-ms.html" target="_blank">SetStateRequest</a> but this will works only for cancel the case or incident not for close or resolve. Below is the code snippet to close an incident.<br />
<br />
CloseIncidentRequest closeIncidentRequest = new CloseIncidentRequest();<br />
Entity incidentEntity = new Entity("incidentresolution");<br />
incidentEntity.Attributes.Add("incidentid", new EntityReference("incident", caseId));<br />
<br />
<br />
closeIncidentRequest.IncidentResolution = incidentEntity;<br />
closeIncidentRequest.Status = new OptionSetValue(statusReason);<br />
CloseIncidentResponse closeIncidentResponse = (CloseIncidentResponse)service.Execute(closeIncidentRequest);<br />
<br />
<br /></div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0tag:blogger.com,1999:blog-3205106077896157207.post-70628929474394306042017-11-22T03:38:00.001-08:002017-11-22T03:38:04.115-08:00Update statecode and statuscode in MS CRM<div dir="ltr" style="text-align: left;" trbidi="on">
In general we do use update method of organization service to update any record in crm, but it doesn't work to update statecode or statuscode. Below is the code snippet we should use to update these fields.<br />
<br />
SetStateRequest setStateRequest = new SetStateRequest();<br />
setStateRequest.EntityMoniker = new EntityReference("your entity name", recordGuid);<br />
<br />
setStateRequest.State = new OptionSetValue(stateCode);<br />
setStateRequest.Status = new OptionSetValue(statusReason);<br />
<br />
SetStateResponse setStateResponse = (SetStateResponse)service.Execute(setStateRequest);</div>
Ravi Vakalapudihttp://www.blogger.com/profile/03277179478801302292noreply@blogger.com0