Missing Activities tab in Social Pane in CRM 2013

Nishant Rana's Weblog

Hi,

Was working on a task wherein we had to add Social Pane to a form of a custom entity. We enabled the Notes for the entity (Activities was already enabled).

However after adding it to the form it was only showing only Notes tab.

The solution we found was to export the entity and change the following value to 1 for the particular form.

Saving and importing back the solution fixed the issue.

The helpful post

https://thecrmgrid.wordpress.com/2013/11/22/social-pane-control-not-working-in-custom-forms/

Hope it helps..

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CRM 2013+: Where did my Security menu option go?!

Coding Random Musings

We’ve been working with our migration from CRM 2011 to 2015, and in the process we realized that we lost the Security option from the navigation. It was gone. Lost. Nowhere to be found. How are we going to edit security roles and related items? Hairs were pulled. Questions were asked. And finally, we found the reason why.

If you remember, the Security option is not part of the original CRM 2011 options, since user management was under the Administration area. That was the first clue.

In addition to that, we have been including the Site Map in our master solution since day one into all our environments. That meant that the Site Map is being overwritten with our old navigation! In the process, the Security option was cut out! To fix our new and shiny 2015 organization, we need to manually edit the Site Map. To do so, we need to…

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Older than – Query operator in CRM 2015 Update1

Hi,

Older Than operator is being introduced which will perform against date time field in Update1.

Operator Allowed Values Supported Version
olderthan-x-minutes 1-1440 v7.1+
olderthan-x-hours 1-2000 v7.1+
olderthan-x-days 1-500 v7.1+
olderthan-x-weeks 1-100 v7.1+
olderthan-x-months 1-100 v3.0+
olderthan-x-weeks 1-100 v7.1+
olderthan-x-years 1-100 v7.1+

Note: These are available only in CRM 2015 Update1.

Thank you,

Sreeni Pavalla

AssignRequest, SetStateRequest, SetParentSystemUserRequest and etc are deprecated in CRM 2015 Update1

Hi,

As we all know that we need to use special methods like below for different purposes

  • AssignRequest
  • SetStateRequest
  • SetParentSystemUserRequest
  • SetParentTeamRequest
  • SetParentBusinessUnitRequest
  • SetBusinessEquipmentRequest
  • SetBusinessSystemUserRequest

Some times we may miss/forget and write coding which will not fulfill the requirement or may lead to errors.

But with this Update 1, every thing can be handled in Update request.

using (var service = new OrganizationService(crmConnection))
{
    Entity account = new Entity("account");
    account["accountid"] = new Guid("0C2D5AC7-B7E4-E411-80E9-C4346BAC7DA8");
    account["name"] = "Adventure Works Inc.";
    account["creditlimit"] = new Money(100000);
    account["statecode"] = new OptionSetValue(1); //inactive
    account["statuscode"] = new OptionSetValue(2); //inactive
    account["ownerid"] = new EntityReference { LogicalName = "team", Id = new Guid("042d5707-6fe5-e411-80e5-fc15b428fa14") };
    var request = new UpdateRequest() { Target = account };
    var response = (UpdateResponse)service.Execute(request);
}
I like this update personally as it is little straight forward than the special messages.
Thank you,
Sreeni Pavalla

Upsert Method – CRM 2015 Update 1

Hi,

There is a new method named Upsert is introduced which will come handy when we are working data.

Upsert = Update or Insert.

This reduces the complexity of data operation. In situations we may not know that we should update or insert as we are not sure.

By using Upsert method,

 UpsertRequest request = new UpsertRequest() { Target = account };
 UpsertResponse response = (UpsertResponse)service.Execute(request);

Understanding the Upsert process

The following steps describe the processing logic when an UpsertRequest is received:

  1. Send UpsertRequest with enough data for a create or insert operation.
  2. CRM will look up the record targeted by the target entity.
  3. If the record already exists,
    1. Set the ID property of the target entity with the ID of the found record.
    2. Call Update.
    3. Set the RecordCreated to false
    4. Create an EntityReference from the target entity of the update as the value for Target
    5. Return the UpsertResponse
  4. If the record does not exist
    1. Copy any alternate key values into the target entity attributes.
    2. Call Create.
    3. Set the RecordCreated to true
    4. Create an EntityReference from the target entity type and the ID result of the Create request as the value for Target.
    5. Return the UpsertResponse

    For more information: http://www.kingswaysoft.com/blog/2015/04/16/New-CRM-SDK-Feature—Upsert

    Thank you,

    Sreeni Pavalla

What is Alternate Key – CRM 2015 Update 1

Hi ,

They have introduced cool concept named Alternate Key in 2015 Update 1.

Alternate key can be used as a unique identifier for the record.

Why we need Alternate key as we already have primary key?

This will come handy when you are integrating CRM data with external databases which might deal with natural data type than GUID’S. Which will help developers to write integration code easily.

And also when we are working with external we may not have access to update external database tables to add unique identifier for referencing.With alternate keys you can now define an attribute in a CRM entity to correspond to a unique identifier used by the external data store.

This is how a Alternate key can be created from UI.

1

2

Alternate keys can be created only on the below data types.

  • Decimal Number
    Whole Number
    Single line of text

Unfortunately Date/Time, Lookup and OptionSet fields cannot be used as the key fields in this release, which could be something that you might want to use sometimes.

You can alternatively use SDK to create CRM Alternate Keys. You will be looking at CreateEntityKeyRequest message if you ever want to do so.

For more information follow the below articles

http://www.kingswaysoft.com/blog/2015/04/16/New-CRM-SDK-Feature—Alternate-Keys

https://msdn.microsoft.com/en-us/library/dn932139.aspx

Thank you,

Sreeni Pavalla