CRM 2013 – Business Rules work in pairs because the condition is AND and not IF

CRM 2013 brought in a new features called business rules, if you want to read more about business rules click on one the articles below

CRM 2013: Understanding Portable Business Logic

Become a Pseudo-Developer with Business Rules in CRM 2013

Business Rules in Microsoft Dynamics CRM 2013

A quick summary of business rules is they allow you to do client side validation without using Javascript, which allows non developers to create, edit and maintain them.

As an added bonus they also work on CRM tablet.

In some ways they are like mini workflow, except workflows run at entity level, Business rules run at field level and are triggered by field events.

Business rules are easy to create and they have two parts

Condition (The IF)

Action  (error message, set field value, enable/disable field, show/hide field or section, set requirement level of field)

Here is a screenshot of a business rule

Business Rules 1

  • Validate data and show error message
  • Set field value
  • Enable or disable field
  • Show or Hide a field
  • Set field requirement levels

Limitation

When creating a business rule to hide a field/enable a field, you test it and and it works, suddenly you realize the field is not being enable/disabled, the opposite action does not occur.

The reason for this and the reason business rules currently work in pairs because business rules condition logic only has AND logic and not IF.   This may change in the future but it’s a limitation at the moment, which can catch people out.

An example is if you created business rule to check if Account Name has a value, when the field contained a value you could show the Account number field

If the person then deleted value in the account name the account number field would still be visible because it had not been hidden again

Business Rules 1

 

In this case you would need to write another business rule to hide the Account Number if the Account Name doesn’t contain data.

 

So remember in most cases you will need a pair of business rules to undo the actions of another business rule

CRM MCC Question and Answer – Guido Preite

I knew it would happen but I have finally run out of CRM MVP’s willing to answer my questions.  Luckily I have lined up a future CRM MVP (in my opinion) Guide Preite who has earned at least two MCC awards.  We get some answers from the boot shaped Italy, where incidentally I went on my honeymoon but not with Guido 🙂

If you don’t know what an MCC award is, I shall let Microsoft explain

 You can also see Guido is 10th in the All time verified answer Leaderboard.  This is a list which features all the Dynamic products (NAV, AX, CRM, GP)
here is his Rockstar 365 highlights
guido

 

1.    Name, current job title and social media links please

Guido Preite

Dynamics CRM Developer

Twitter: https://twitter.com/crmanswers

Blog: http://www.crmanswers.net

LinkedIn: http://www.linkedin.com/in/guidopreite

 

2.    What does an average day at work look like

Writing code, customer support, developing demo and internal tools.

 

3.    What different roles/Job titles have you had whilst using CRM

Developer/Trainer/Consultant

 

4.    What job did you did before you starting using CRM

I used to be a PHP/MySQL developer, but I always liked and used Microsoft languages (I started with QuickBasic 4.5)

 

5.    What was the first version of Microsoft Dynamics CRM you worked with and how long have you been using Microsoft Dynamics CRM

CRM 4.0 – I use Dynamics CRM since 2010

 

6.    How do you stay up to date with the CRM

It’s not easy because Dynamics CRM is a huge platform, I check often Twitter and I mark the interesting tweets as favorite so I can read them later.

 

7.    How do you find time to contribute to the CRM community whilst doing your job

I like to read the questions, I’m curious about the problems encountered in real CRM implementations, and if I can help, why not?

 

8.    What advice would you give to someone who wants to have a successful career in Microsoft Dynamics CRM?

The obvious one: to use the product every day

 

9.    What where your first impressions of CRM 2013 and what do you think now.

“Change is always positive” is one of my mantras and I apply it to CRM as well. I like the new UI, but under the hood several things still need to be improved.

 

10.  What one feature would you add to CRM 2013

OOB read audit (who read what and when)

 

11.  Most annoying feature of CRM 2013

Labels fade if the text is too long, it’s very annoying for some customers

 

12.  You favourite 2 CRM blogs (I have filled the first one in for you)

1.  Hosks Dynamic CRM blog

2.  http://niiranen.eu/crm/ Surviving CRM by MVP Jukka Niiranen

 

13.  What year will Microsoft Dynamics CRM have more customers than Sales force

14.  Are you doing more CRM projects with CRM online?  Do you think it will all be online in the future

CRM Online projects are the majority. I think On Premise will still be relevant for several years.

 

15.  What is the best tool/solution you have used recently

Role Updater (it’s inside XrmToolbox)

 

16.  What CRM certifications do you have, do you try and keep up to date with CRM certifications

CRM 2011: Customization & Configuration, Extending

CRM 2013: Customization & Configuration

 

I have a love-hate relationship with CRM certifications, currently I’m preparing CRM 2011 Applications.

 

17.  How important is it to have good business analytical skills working with Microsoft Dynamics CRM.

Fundamental, a lack of analytical skills can easily screw up a project

 

18.  How useful is it to have programming knowledge to become a good Microsoft Dynamics CRM Professional?

I’m a developer so you can guess my angle, but I think a basic programming knowledge is a must-have for a Dynamics CRM Professional.

 

 

19.  What knowledge/experience do you have with software/systems which integrate with Microsoft Dynamics CRM e.g. (sharepoint, SQL Server, Scribe, Etc)

SQL Server, CWR Mobility, a bit of Sharepoint and NAV.

 

 

20.  How often do you travel as a Microsoft Dynamics CRM Professional?

A few days a year, most to attend conferences or teach courses.

 

21.  Can you see yourself not using CRM in your career in the future

No, CRM is for end users, and we are all end users.

 

22.  What is favourite part of being a CRM MCC

The MCC star badge from Dynamics Community, who doesn’t like badges? 🙂

 

23.  What are your hobbies outside of CRM

I watch tons of TV Series (it’s a good way to improve my English) and I am a big fan of F.C. Internazionale

 

24.   What was the last book you read and what was the last film you watched

Book: “Unions” written by Robert Musil

Movie: “The Hunt” directed by Thomas Vinterberg

 

25.  Has CRM ever got you in trouble with your partner/family.

Sometimes 🙂 my wife is ready to go out and I reply to her “wait a sec, I need to reply to this question”

 

26.  Have you friends ever told you to stop talking/tweeting/blogging about CRM?
Never

 

27.  What does your partner/family member(s) think of CRM

They see I’m passionate about CRM, it’s enough for them

 

28.  Tell me something interesting/unusual about yourself

The movie Chungking Express changed my life, I watched it more than 12 times

 

29.  Who is the first CRM MVP you remember reading/seeing

Jim Wang (http://jianwang.blogspot.com)

 

30.  Tips for someone who wants to become a CRM MCC

Often a question has been asked before: try to avoid link-only answers adding a brief introduction/explanation, it’s important to know also the cause, not only the solution.

 

Quickfire questions (choose one option and no explanation)

Steve Jobs or Bill Gates

Bill Gates

 

Javascript or .NET

.NET

 

Internet Explorer/Chrome/Firefox/Safari

Chrome

 

Wine/Beer/Soft Drink

Soft Drink

 

Certifications or Use CRM

Use CRM

 

twerking or tweeting

tweeting

 

books or ebooks

ebooks

 

save or autosave

save

 

OnLine or On Premise

On Premise

 

Windows 7/Windows 8/Linux/Mac/Other

Mac

 

work from home or work from office

work from home

 

Miley Cyrus or Billy Ray Cyrus

No thanks, I am European

 

Vinyl/CD’s/MP3’s/Subscribe

Amazon AutoRip

 

Zero Inbox/Overflowing Inbox

Zero Inbox

 

Early Bird/Night Owl

Night Owl

 

Do Today/Do Tomorrow

Do Tomorrow

 

CRM Developer/CRM Consultant

CRM Developer

 

Hot Weather/Cold Weather

How Weather

 

Half Full/Half Empty

Half Empty

 

CRM 2013 – Microsoft CRM 2013 Opportunity form taking over a minute to load

I had a problem raised by a colleague and they were having problems with an opportunity record taking over 1 minute to load the form.

Somewhere in mind I had a misty recollection of some kind of performance analyzer on form loading and after a bit of internet search I found this great page from Gareth Tucker

This functionality seems to be well hidden and hardly mentioned anyway, which I find surprising because it’s quite useful

This is a picture of the query analyzer but the one  I see in my CRM 2013 trial doesn’t have these lovely colours

 CHROME AGGHGHGHGHG

When I tried to use the performance analyzer with Chrome it closed down Chrome, I tried it twice and the same thing happened, I got a quick glimpse of the performance Analyzer and then it shut down Chrome, which was very frustrating.

 

IE works fine with my testing with CRM 2013 online

 

I have read previously people couldn’t find the performance analyzer in CRM 2013 on premise but I’m not sure if that has been added now.

 

In this case the performance analyser didn’t really help because the Javascript on the opportunity onload wasn’t doing anything but it was good to have a look at it, it may well be useful in the future

 

 Audit Log

For this particular example we could see in the audit log, numerous fields were being saved, 6 or 7 times in a row.  It seemed like the auto calculated fields were being auto calculated and this was triggering a plugin.  The plugin was changing something and it’s was going in a loop.

For some reason we could see the currency fields were changing on the onload, I’m not sure if this is a bug or something that happens for opportunities but you wouldn’t

 

Plugin

I’m not entirely sure what was happening because I wasn’t working on the project but someone asked me my opinion.    The plugin was firing when any fields were being changed on the opportunity, this is bad practice in CRM 2011 but terrible in CRM 2013 with it’s autosave.

 

After changing the plugin trigger fields (I didn’t see what the plugin was actually up to), we managed to stop the looping.

 

It was all a bit rather strange and I couldn’t create the situation in my CRM 2013 trial so I definitely think this is some kind of problem which has been created with overlapping customization’s.

I even went through the pain of adding a price list and an item so I could add it to the opportunity.

Hosk’s Top CRM 2013 articles of the week 25th July 2014

Smile everyone it’s Friday and you still have time to read the best CRM articles of the week, wooohoooo

 

Article of the week

A great article on Actions, something I have been trying to get my head round. This article will give you a good idea of how you can use them

Four Important Concepts Needed to Understand about Actions in Dynamics CRM

An interesting use of the available tools to get the date and time

Retrieving Server Datetime using Javascript

 

Best of the Rest

 

MVP Atilio answers Hosk’s questions

CRM MVP Question and Answer – Atilio Rosas Estigarribia

 

A cheeky way to get restricted file types into CRM as a web resource, sneaky.

How to work around the Web Resource file type restriction in Microsoft CRM

 

Bring your error logs out to Excel and get some error information, woohoo

CRM 2011 – Why error logs are great in Excel

 

A popular question and the quick answer is yes, the MOC’s are awesome

Can I pass the MB2-703 – CRM 2013 Customization and Configuration exam using just the Microsoft MOC’s

 

Did you know you can find the progress of your solution import with an SQL query, read more to find out how

CRM 2011/2013 – Progress of solution import

 

CRM MVP Scott Durow creates more sparkleXRM magic with a continuous scrolling and explains how it’s done

Multi-Entity Search: Paging verses Continuous Scrolling with SparkleXRM

 

Get to grips with the security

Mapping the Basic User to Security Role Settings – Suggestions

 

I heard about about it, now I understand more about it.

Server-based SharePoint integration for Microsoft Dynamics CRM

 

Hosk gets out his axe and starts chopping down his database

CRM 2011 – Cutting my CRM database down to size

 

A nice blog post showing you how to avoid misaligned columns in a AddCustomView

Dynamics CRM – Secret to not having Misaligned Columns from addCustomView

 

I never knew you could aggregate queries using FetchXml, clever.

Aggregate FetchXml Queries for Dynamics CRM 2011/2013

 

A good tip from Guido but read the article to understand why

Don’t use getSelectedOption().text

 

nice use of Real Time workflows

Naming Records Using Real-Time Workflow in Dynamics CRM 2013

 

Last Weeks Top Picks

 

https://crmbusiness.wordpress.com/2014/07/18/hosks-top-crm-2013-articles-of-the-week-18th-july-2014/

 

 

Hosk’s Non CRM Articles

 

Watch out! Recruitment consultants like fishing

 

 

 

CRM 2011 – Why error logs are great in Excel

I have been banging my head against my keyboard today.

Having been tasked with updating the solutions and customizations on one of the servers which had beenn set to Production but was now 3 months out of date.

This meant I had to deploy 30 solutions and update all sorts of dll’s and static data.

 

ERROR ALERT

I got this head banging error on the 3rd solution import of the day!

We split our solutions in different parts – Entities, Processes (workflows), Plugins and security roles.

The error occurred on the plugin import and the error in the import log was frustratingly stupid and annoying (the best errors are)

import error

The message says

An error has occurred contact your CRM Administrator or Microsoft Dyanmics community or as a last resort Microsoft Support.

The special trick is if you open the file using internet explorer, you just get an xml list of all the components and no real error message.   The reason it opens in IE is because I was on the server and it didn’t have excel installed!

This is the import error file in IE

import error 1

 

It goes on and on and it’s pretty much useless.

So I had to copy and paste it over a bunch of servers until I could finally get it to a machine which had excel and then hey presto, you get two tabs, solutions (hold general info) and components (detailed info – yippeee).  Here is the file and I have Hoskified the real content

import error 2

I open the component sheet and finally I get an actual error message

14:54:45.30 Plugin Assembly Plugins.Common Plugins.Common Plugins.Common Failure 0x8004418B Plug-in assembly does not contain the required types or assembly content cannot be updated.

Which says this

Plug-in assembly does not contain the required types or assembly content cannot be updated.

 

No I don’t really know what the heck that means but we had gone from one major release 1 to release 2.  For these two major releases we created two different solutions.  This mean when I came to importing the plugins, it didn’t bring up the choice of overwriting or maintaining.

I think what was happening it was was trying to update a plugin but was having trouble because it was trying to do it from a different solution but I don’t think this should really be the reason because it’s the same publisher.

 

To resolve the problem I opened up the good old faithful Plugin Registration tool, in it’s beautiful old fashioned look (none of this CRM 2013 fancy pants plugin registration tool in CRM 2011).

I took the bold decision to unregistered the offending plugin.  I had backup my database but I also thought the new solution had a new copy of the plugin, so it should be a problem.

 

 WHAT HAPPENED…..

I imported the solution again and got another error, a different plugin was clinging onto dear life and not allowing himself to be deleted (the matrix nonsense about code is true!).

I unregistered that plugin, wondered how many plugins I would have to unregister to get this solution to successfully imported.

Next import the plugin solution installed, HAZAAR, Hosk 1 – CRM 0

 

I then had to import another 27 solutions, yawn…but thankfully without incident

Another exciting day in the Life of the Hosk,  it reminds me of the saying

CRM MVP Question and Answer – Atilio Rosas Estigarribia

This week’s CRM MVP is from Barcelona (such a beautiful horizon) but he has recently transferred to Madrid and has to spend all weekend hiding in the hills on a mountain bike

Rockstar 365

HIGHLIGHTS

Atilio is number 1 in the world for the most number of SSIS projects completed

BIO FROM MVP

I am a software developer of Dynamics CRM from Barcelona (Spain) with over 8 years of experience. I have been a trainer and consultant for enterprise solutions for this tool. I started with Dynamics CRM 1.2 in Lima (Perú) where I fell in love with this tool. I worked in more projectS with different roles (developer, project manager, consultant, etc). I declare myself as a Geek and I am passionate about CRM and all the toolS that you can create with it. I have a CRM blog (in Spanish) and also collaborate in other blogs and forums

if you want to read any of the previous CRM MVP questions click the link https://crmbusiness.wordpress.com/hosks-crm-mvp-qa/

QUESTIONS AND ANSWERS

Name, current job title and social media links please

Atilio Rosas

Dynamics CRM Developer Leader

blog : www.dexrm.com

ln : http://es.linkedin.com/pub/atilio-rosas-estigarribia/14/86/405

twitter : @atili0

email : atilio.rosas.e@gmail.com

 

What does an average day at work look like

Meet with client, team, boss. Technical discussion with my team., presale.

 

What different roles/Job titles have you had whilst using CRM

Developer, consultant, Project Manager, architect.

 

What job did you did before you starting using CRM

Developer in company who build web application. (asp/asp.net)

 

What was the first version of Microsoft Dynamics CRM you worked with and how long have you been using Microsoft Dynamics CRM

I started with CRM 1.2 and I still working with it (Actual version 2013)

 

How do you stay up to date with the CRM

Reading the technical material, blogs, community etc. You can learn a lot in the community -Forums-

 

How do you find time to contribute to the CRM community whilst doing your job

Early morning I read the forum. On the weekend I write my blog and try to contribute with the ComunidadCRM or when I have some free time in my work 😀 (but shu!! dont tell to my boss 😀 )

 

What advice would you give to someone who wants to have a successful career in Microsoft Dynamics CRM?

Participate in the community, read forus (I always say that the forums will be the best place to learn) , share your knowledge and “nunca dejes de aprender

 

What where your first impressions of CRM 2013 and what do you think now.

I said “wow new UI, is modern and practical. It was created for mobile app…. etc” But now this UI can be annoying and for typical PC it doesn’t work correctly

 

What one feature would you add to CRM 2013

some like TFS..

 

Most annoying feature of CRM 2013

UI, javascript editor

 

You favourite 2 CRM blogs (I have filled the first one in for you)

 

Hosks Dynamic CRM blog

Comunidad CRM (www.comunidadcrm.com is in Spanish)

http://blogs.msdn.com/b/crm/

 

What year will Microsoft Dynamics CRM have more customers than Sales force

next year (2015) I hope

 

Are you doing more CRM projects with CRM online?  Do you think it will all be online in the future

No, I have more project in On Pre. For the big company.. CRM OnLine is not a good idea.. i think that On Line is the good option for small and medium-sized companies

 

What is the best tool/solution you have used recently

XrmToolbox, Ribbon Workbench

 

What CRM certifications do you have, do you try and keep up to date with CRM certifications

I have a CRM 4-2011 but I am studying for CRM 2013 cert now

 

How important is it to have good business analytical skills working with Microsoft Dynamics CRM.

For me is critical, first you have to know the business and then you can give them solutions for their problems. I think that for the client is important speak your language.

 

How useful is it to have programming knowledge to become a good Microsoft Dynamics CRM Professional?

Is necessary know how we can integrate Dynamics with another tools. Or what we can do with Dynamics

 

What knowledge/experience do you have with software/systems which integrate with Microsoft Dynamics CRM e.g. (sharepoint, SQL Server, Scribe, Etc)

Few years ago I participated in the project where we had to reinvent the wheel was a project that we had to migrate data with SSIS, but then, I read about Scribe!.. For me is important to know about tools for do our work more easier 😀

 

How often do you travel as a Microsoft Dynamics CRM Professional?

Recently I changed job.. I tell you in two months 😀

 

Can you see yourself not using CRM in your career in the future

No

 

What is favourite part of being a CRM MVP

This, share information with clear people and learn with them

 

What are your hobbies outside of CRM

cycling, hiking, cine, padel, futbol

What was the last book you read and what was the last film you watched

El sueño de Celta – Mario Vargas Llosa (The dream of the celta)

Hobbit part 2

 

Has CRM ever got you in trouble with your partner/family.

Yes, with my fiance. But she know about CRM and now she is not jealous

 

Have you friends ever told you to stop talking/tweeting/blogging about CRM? What does your partner/family member(s) think of CRM

No never, they understand and support me

 

Tell me something interesting/unusual about yourself

I have born in LIma – Perú… and now I and living in Madrid (just I moved from Barcelona). I like soccer, hiking (I try to go to the mountain all weekend)

 

Who is the first CRM MVP you remember reading/seeing

well.. I am a big fan of

Michael Höhne

But I learnt a lot with

Marco Amoedo

Daniel Sabater

 

Tips for someone who wants to become a CRM MVP

Read, participate in forums and read

 

Quickfire questions (choose one option and no explanation)

Steve Jobs or Bill Gates

Steve Jobs

 

Javascript or .NET

JavaScript

 

Internet Explorer/Chrome/Firefox/Safari

Chrome

 

Wine/Beer/Soft Drink

Wine

 

Certifications or Use CRM

Use CRM

 

twerking or tweeting

tweeting

 

books or ebooks

books

 

save or autosave

save

 

OnLine or On Premise

On Premise

 

Windows 7/Windows 8/Linux/Mac/Other

Win 8

 

work from home or work from office

Work from home

 

Miley Cyrus or Billy Ray Cyrus

 

Vinyl/CD’s/MP3’s/Subscribe

Vinyl

 

Zero Inbox/Overflowing Inbox

Overflowing inbox

 

Early Bird/Night Owl

 

Do Today/Do Tomorrow

Do today

 

CRM Developer/CRM Consultant

CRM Dev for ever

 

Hot Weather/Cold Weather

hot

 

Half Full/Half Empty

depends

 

CRM 2011 – Cutting my CRM database down to size

I have been investigating a database growing in size 80 gigs and counting and trying to deal with server space problems.  You can see my CRM adventures this week by reading the blogs below

CRM 2011 – Should you compress an Encrypted database

CRM 2011 – Solution not importing – Timeout errors

CRM 2011/2013 – Progress of solution import

 

The problem I was investigating was the database was big and growing and what could I do about it.

 

In this particularly CRM solution the end customer wanted some functionality which would capture all the searches for certain entities e.g. contact/case.

The way we implemented this functionality was to trigger a plugin on those entities when a RetrieveMultiple event was triggered

e.g. for contact – PostContactRetrieveMultiple

I collect the search criteria and put this information into a new Entity

There was no filter on this functionality so it fires every-time a user clicks on contacts (which fires a retrieve multiple) and lots of other places and not just when the user is searching.

Probably half the data in the database is made up of these RetrieveMultiples.

 

The plan for this data is to keep 6 months worth of RetrieveMultple data.  We will create a new DB, copy the initial data.  Delete the data older than six months in the CRM database.  Going forwards we will copy the data across in data warehouse system of copying the changes with a weekly job and deleting the RetrieveMultiples which are greater than six months.

 

AsyncOperations Table

The default behavior in CRM 2011 is to keep a record of the workflow history, in CRM 2013 online this setting is turned off.  When I first used CRM 2013 I thought none of my workflows were running because I couldn’t see any records but the settings means any workflow which ran successfully doesn’t keep a log, you can easily turn this back on).  This makes sense for CRM 2013 online because space is a premium and you don’t want to spending a monthly data storage charge for loads of Workflow history records (this probably isn’t the main cause of space issues though).

The  Async table also holds information for systems jobs like duplicate detection and bulk deletes etc.

There is an interesting KB article

Performance is slow if the AsyncOperationBase table becomes too large in Microsoft Dynamics CRM

This article has a script which removes the workflow history records and you can set this up to be a weekly basis, they do add the follow caveats

  • For Microsoft Dynamics CRM 2011 The SQL script in this Knowledge Base article is a one-time effort only. You can add this as a SQL job to run on a recurring nightly, weekly, or monthly basis. As your CRM runs, you have to either apply this article weekly, depending on your business needs, or apply the solution by using BULK DELETE jobs by defining a job by using the BULK DELETE wizard.
  • Make sure that the AsyncOperation records for workflows and the corresponding records are deleted from theWorkflowLogBase object.

 

This article is on CRM 4 but it explains the values in the ASync table

The asyncoperationbase table stores details of system jobs (including workflows). The following table details some of the different job types that are stored in the table.

operationtype Description
1 System Event
9 Collect SQM data
10* Workflow Operation
12 Update Match Code
25 Generate Full Text Catalog
27 Update Contract States

Note: For entries where the operationtype is 10, there are also related entries in the workflowlogbase table (join on the asyncoperationid field). The CRM SDK lists additional operationtypes.

State Code Status Code
3 Completed 30 Succeded
31 Failed
32 Canceled
2 Locked 20 In Progress
21 Pausing
22 Canceling

Workflow Job

You can turn off keeping the Workflow Job retention on an individual basis, this is a good option for workflows which don’t error and you are not really interested in keeping records for.

To turn on/off the Worklflow Job retention

go to the workflow

Information

workflow retention

 

Fields

I don’t think it would make a significant difference but I will look at removing redundant fields from Entities in CRM.  If you consider you could be storing lots of fields you don’t need for every record, if there are a lot of records e.g. contact/case then you could trim down all those unused columns for thousands of rows.

Only using the fields you need is following best practices because not only do they take up space but also can confuse users and developers.  I have been in situations where I’m not sure if I can use a field because I’m not sure if it’s being used, where it’s being set, only to find it hasn’t got any values in the field and it’s not on the form.

CRM MVP Jukka wrote a great blog on tidying up CRM 2013

Spring Cleaning CRM 2013

 

 

CRM 2011/2013 – Progress of solution import

I recently had a bit of trouble getting a solution to import which you can read more about here, it was timing out when trying to import a solution.

One frustrating aspect of importing a solution is the CRM GUI basically freezes or doesn’t tell you any useful information whilst the solution is importing, you have a progress bar which doesn’t really tell you anything

So I was wondering what was happening inside CRM whilst the solution imports and found there is an ImportJob view (made up of ImportJob base and extended tables) and this holds a bunch of interesting information about the solutions you have previously imported and solutions which are currently importing and their current progress in percent.

if you run this query on on the your org database e..g (orgname_MSCRM)

select CreatedByname, OrganizationIdName, progress, Solutionname, data
from importjob (NOLOCK)

this will give you a list of all the solutions you have imported

I then found this great blog post SQL Query to get the progress of importing Customization in MS CRM 2011

This contains a query to run which will give you details on the progress of the current solution being imported

 

Below query will help you to find out the progress of import.

 

Use <<OrgName_MSCRM>>

Go

 

SELECT TOP 1

progress                                 [Progress%],

Solutionname                             [SolutionName],

DATEADD(hh, 5.5, startedon)              [StartedOnPST],

DATEADD(hh, 5.5, completedon)            [CompletedOnPST],

DATEDIFF(second,startedon,completedon)   [TimeTakenInSec],

DATEDIFF(minute,startedon,completedon)   [TimeTakenInMin],

createdbyname                            [ImportedBy],

OrganizationIdName                       [OrgName],

Data                                     [ImportOutput]

FROM

importjob IJ (NOLOCK)

ORDER BY

IJ.startedon DESC

 

This was really useful because we could see the progress of the import.  Also if it didn’t import correctly you can look at the XML in the data and see the error

I haven’t tried this on CRM 2013 but I’m guessing it has the same table with the same information in.

Hosk’s Top CRM 2013 articles of the week 18th July 2014

I didn’t think there were many articles this week but now I have herded them all together there is quite a lot

I started a new blog this week, called Hosk’s Dynamic Career blog, click here if you want to know what it’s about.

That’s enough about me and my new blog (you can also get there by clicking the cheeky ladybird on the right menu) lets gets some feel good thumbs up action

 

 

Article(s) of the week

This article compares functionality between CRM 2011 and CRM 2013, very useful for people just starting to use CRM 2013 or have to upgrade a CRM 2011.

Interesting comparison of functionality between CRM 2011 and CRM 2013

There was also a fantastic new CRM 2013 solution released this week to make navigating CRM 2013 a whole lot easier, read my review and download it, NOW!

CRM 2013 Tool – CRM 2013 One Click Navigation

 

The Best of the Rest

Encrypting and compressing don’t really work well together, find out why

CRM 2011 – Should you compress an Encrypted database

 

Two articles on improving your quick find performance and understand how things work behind the scenes

Dynamics CRM 2011 Quick Find Performance & Records Per Page Setting

Dynamics CRM Quick Find Performance, Part II

 

The Microsoft Dynamics Communnity site has been revamped and given a stylish makeover.  All the badges and leaderboard stuff has also been improved (I’m a level 7 CRM wizard now!), find out more

The new and improved Microsoft Dynamics Community site is launched

 

Business rules can hide sections and fields, this article will show you how

hiding a section using business rules in CRM 2013

 

Excellent step by step guide to deploy IFD in CRM 2013 but I hope I don’t have to use it.

Step by Step: Configuring CRM 2013 Internet facing deployment (IFD)

 

Tanguy has created a new tool to help you manage user roles

New XrmToolBox plugin : User Roles Manager

 

Hosk asks the questions and CRM MVP Salim Adamson answers them

CRM MVP Question and Answer – Salim Adamon

 

Actions a new feature in CRM 2013, CRM MVP Adam Vero explained them to me

“think of Actions as the opposite of Workflow Assemblies. WA=Code wrapped in bus. logic; Action=Bus. logic in code”

very useful, the blog below from CRM MVP Salim shows you them in action

CRM 2013 – Leveraging Actions to get around JavaScript cross-domain challenges

 

It’s always a good idea to refresh your DEV and QA environments

Refreshing your development or QA environment with production data

 

Microsoft release a rollup that can’t be used with their latest service pack??? Why do you make things so confusing Microsoft

CRM 2013: Update Rollup or Service Pack?

 

Hazaar you can deactivate workflows without having to assign them to your user

CRM 2013 Activate or Deactivate Workflows Owned by Another User

Find out how much you should be paid

Average wages for Dynamics Professionals in CRM 2013 and why you should know them

Some help for those studying for the CRM 2013 installation and deployment certification

Microsoft Exam MB2-702 – CRM 2013 Installation & Deployment

Cheeky way to highlight records in a view, very clever

Highlighting specific records in a view

 

Nice use of dialogs to replace exist functionality, something to make you think about.

Use a Dialog Process in Microsoft Dynamics CRM to replace the Case Resolution Form

Good to know because it’s exactly the question a customer would ask

How To: Hide a standard ‘out of the box’ button based on a users security roles

 

Issue and answers to CRM 2013 upgrade problems

Issue and Workaround: Workplace Tab Removed – CRM Online 2013

 

Nice in built Visual Studio  functionality to convert XML data into a class

Converting XML to C# classes in one click

 

 Last Weeks Picks

 

Hosk’s Top CRM 2013 articles of the week 11th July 2014

 

Hosk Stuff (Not CRM)

Are you a premium candidate for promotion

Star player couldn’t beat a great team

Is your smartphone dumbwalking your career

 

 

The new and improved Microsoft Dynamics Community site is launched

new dynamics community site

You may have noticed (or may not have) the Microsoft Dynamics Community site has had a major face lift.  I like the blue (the colour of  Ipswich Town FC football kit), no corporate site would be complete without a picture of an office worker on the phone and look busy.

Here is a link to the new site

https://community.dynamics.com/default.aspx

but if like me you are more interested in Microsoft Dynamics CRM then you want this link

https://community.dynamics.com/crm/default.aspx

It will bring you to a nice looking page

CRM Homepage

Microsoft have done well to pack a lot of dynamic information into the page, you will see it when you scroll down.

There are forum questions and answers being shown in the middle, on the right you have twitter feed for the hashtag  #msdyncrm (I would maybe add #CRM2013 as well)

On the left of the page you have link to Microsoft Blogs and below that there are community blogs where you will see a link to the trusty Hosk’s Dynamic CRM Blog, splendid.

 

So what else has been changed, Microsoft have a great blog post to tell you

Microsoft Dynamics Community Site Enhancements (July 2014 Release)

A quick overview

Redesigned forums

Mobile friendly User Interface

Badges and Leaderboards have been upgraded

 

If you want to know how things have changed and try to understand the new badges/leaderboard then you should read the release notes

https://community.dynamics.com/w/help/148.release-notes.aspx#July2014

 

Overall I think they have done a great job and it looks a lot better.

 

Great improvement to the leaderboards which now have lifetime leaderboards (which almost never change) but also have monthly leaderboards so you can see who has been active over the last couple of months.

The forums have changed and look a lot better and have some clever filtering so you only see suggested answers.  I’m not sure if this is good or bad yet.