CRM 2013 with USD development

Hi All,
I am trying to develope the Custom search functionality in USD which has available contact search it's not fit for my business requirement.
I plan to develop using WPF custom search functionality and then integrate into USD .
is it write way to do it?
or else i have use VS 2013->USD->CustomSearch has to build the application? Please guide me on the same..
-Regards,
Ram
Rammohan

HI
For custom search functionality in USD we have to go for toool->USD->CustomSearch or we have to develope one Custom search application in USD?
can you please guide me?
My actual requirement is in contact entity we have to search based on different attributes like first name ,last name mobile number etc..once i click the search button it should visible in grid based on that session has to open ... is it i have develope
in wpf custom application or you guys are going toprovide some information on this it's very urgent pls help me out?
Rammohan

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Dynamics CRM 2013 : Offline capability with Outlook Plugin

Dear all,
I have a scenario where I have to use the Offline Capability feature of Dynamics CRM 2013 with CRM Client for Outlook plugins.
Can I use the offline capability mode if all my users are using gmail as their email?
If so, can someone guide me please.
Your help would be greatly appreciated.
Many Thanks & regards
Vinay

You need to change page size in order to see the on button. try Ctrl+0
Regards Faisal
Thanks Faisal for your reply. I tried Ctrl+0 (zero) but no difference. I think Ctrl+0 is for clearing the zoom in/out effect in web pages. While this tool is a windows (desktop) application.
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How to hide business process stage on page load in crm 2013

Please tell me how to hide process stage on page load in crm 2013.
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Hello,
That is not possible. What I would suggest is to create several processes for same entity and switch between them using plugin. Sample code for it -
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Dynamics CRM MVP/ Technical Evangelist at
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I integrated MS CRM 2013 with SharePoint foundation 2010 for document management. integration works.
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Hi Justin,
From your description, the issue might be related to the workflow created by visual studio.
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https://technet.microsoft.com/en-in/library/cc298927%28v=office.14%29.aspx?f=255&MSPPError=-2147217396
also debug the workflow per:
http://blogs.msdn.com/b/philloth/archive/2009/01/19/how-to-debug-a-workflow-with-visual-studio.aspx
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Rebecca Tu
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
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Best practice for developing with CRM 2013 (On Premises)

Hello all. I'm just starting to work with CRM, and I have some questions that hopefully will be simple for the seasoned developers. It's mostly just some best practice or general how-to questions for the group.
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of ribbondiff in Visual Studio and deploy this without having to repackage the Solution and Import in the ZIP?
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more insight on developing for CRM 2013 or 2015 (moving to this soon)?
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Hi Sam
Also interested in best practice around this area - especially recommended development routes, unit testing, continuous integration etc - it would be great if you posted here if you find any good articles etc. At the moment we tend to just push changes
onto a live system as and when appropriate and I'd prefer to move away from that...
Thanks
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Define Proxy Server details in MS Dynamics CRM 2013 tamplate project using CRM 2013 developer toolkit

Hi,
I am trying to create MS CRM 2013 template project using MS CRM 2013 developer tool kit. When I am trying to connect with MS CRM 2013 online , it is giving me error "407 Proxy Authentication Required".
Actually I am using proxy server for connect with CRM. In my custom application as well as using plugin registration tool I have define below setting in config file for avoid this error
<system.net>
<defaultProxy useDefaultCredentials="true" />
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Thanks,
---vaib

Hi,
We can :-)
I will try to find a better forum in the list and move it
Good luck :-)
Ronen Ariely
[Personal Site] [Blog] [Facebook]

Outlook 2013 with Dynamics 2013 CRM Plugin extremely slow

I have recently upgraded my Dynamics CRM server from 2013 to 2013 SP1
All of my user machines (VDI) have office 2013 with the Dynamics CRM 2011 plugin installed (I previous had Dynamics CRM 2011 on a seperate server, but 2013 was released before we set it up and so I removed the old 2011 server).
The website has a GlobalSign SSL against it and runs fine internally and externally. I also have a terminal server running Server 2012 with Outlook 2013 and the Dynamics CRM 2011 plugin and this also runs fine.
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"Convert To" text should be available, but they are not. The button at the top changed to read "Untrack" but that's it, making it completely unusable. If I go an make a tea, and then come back and then go an make another tea, sometimes
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to my setup.
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The log for my attempt last night shows:
23:11:44| Info| Refreshing previous hotfix ARP entries
23:11:44| Info| Writing registry entry SOFTWARE\Microsoft\Windows\CurrentVersion\Uninstall\KB2466084_Client_1033
23:11:44| Info| Writing registry entry SOFTWARE\Microsoft\Windows\CurrentVersion\Uninstall\KB2466086_Client_1033
23:11:44| Info| Writing registry entry SOFTWARE\Microsoft\Windows\CurrentVersion\Uninstall\KB2547347_Client_1033
23:11:44| Info| Writing registry entry SOFTWARE\Microsoft\Windows\CurrentVersion\Uninstall\KB2556167_Client_1033
23:11:44| Info| Writing registry entry SOFTWARE\Microsoft\Windows\CurrentVersion\Uninstall\KB2567454_Client_1033
23:11:44| Info| Writing registry entry SOFTWARE\Microsoft\Windows\CurrentVersion\Uninstall\KB2600643_Client_1033
23:11:44| Info| Retrieving current hotfix ARP entries for 0c524d20-1409-0060-8a9e-0c4c490e4e54
23:11:44| Info| Retrieving entry KB2466084_Client_1033
23:11:44| Info| Retrieving entry KB2466086_Client_1033
23:11:44| Info| Retrieving entry KB2547347_Client_1033
23:11:44| Info| Retrieving entry KB2556167_Client_1033
23:11:44| Info| Retrieving entry KB2567454_Client_1033
23:11:44| Info| Retrieving entry KB2600643_Client_1033
23:11:44| Info| Retrieving entry KB2888948_Client_1033
23:11:44| Info| value 'RegistryLocation': ''
23:11:44| Info| value 'HelpLink': 'http://support.microsoft.com/kb/2888948'
23:11:44| Info| value 'ParentKeyName': 'Microsoft Dynamics CRM 2013 for Microsoft Office Outlook'
23:11:44| Info| value 'UninstallString': 'C:\Windows\\$CrmUninstallKB2888948_Client_1033$\CrmUpdateWrapper.exe /uninstall'
23:11:44| Info| value 'NoRemove': '0'
23:11:44| Info| value 'ParentDisplayName': 'Microsoft Dynamics CRM 2013 for Microsoft Office Outlook'
23:11:44| Info| value 'NoRepair': '1'
23:11:44| Info| value 'DisplayVersion': '6.0.0000.0809'
23:11:44| Info| value 'Publisher': 'Microsoft Corporation'
23:11:44| Info| value 'DisplayName': 'Service Pack 1 for Microsoft Dynamics CRM for Outlook (KB2888948)'
23:11:44| Info| value 'NoModify': '1'
23:11:44| Info| Retrieving entry KB2941390_Client_1033
23:11:44| Info| value 'HelpLink': 'http://support.microsoft.com/kb/2941390'
23:11:44| Info| value 'UninstallString': 'C:\Windows\\$CrmUninstallKB2941390_Client_1033$\CrmUpdateWrapper.exe /uninstall'
23:11:44| Info| value 'DisplayName': 'Service Pack 1 for Microsoft Dynamics CRM for Outlook (KB2941390)'
23:11:44| Info| value 'NoRemove': '0'
23:11:44| Info| value 'NoRepair': '1'
23:11:44| Info| value 'RegistryLocation': ''
23:11:44| Info| value 'NoModify': '1'
23:11:44| Info| value 'ParentDisplayName': 'Microsoft Dynamics CRM 2013 for Microsoft Office Outlook'
23:11:44| Info| value 'DisplayVersion': '6.1.0000.0581'
23:11:44| Info| value 'Publisher': 'Microsoft Corporation'
23:11:44| Info| value 'ParentKeyName': 'Microsoft Dynamics CRM 2013 for Microsoft Office Outlook'
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at System.Collections.Generic.Dictionary`2.get_Item(TKey key)
at Microsoft.Crm.Setup.Update.HotFixArpEntryHandler.<>c__DisplayClass7.<RemoveSupercededEntries>b__5(ArpEntryDescriptor entry)
at System.Linq.Enumerable.WhereListIterator`1.MoveNext()
at Microsoft.Crm.Setup.Update.HotFixArpEntryHandler.RemoveSupercededEntries(IEnumerable`1 arpEntries, Version minimumVersionToKeep)
at Microsoft.Crm.UpdateWrapper.MspInstallAction.Do(IDictionary parameters)
at Microsoft.Crm.Setup.Shared.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
--- End of inner exception stack trace ---, Error, RetryCancel, Option1
23:11:50| Info| InputResult: Cancel
23:11:50| Info| CrmAction execution time; MspInstallAction; 00:01:12.9310905
23:11:50| Error| Install exception.System.Exception: Action Microsoft.Crm.UpdateWrapper.MspInstallAction failed. ---> System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.
at System.Collections.Generic.Dictionary`2.get_Item(TKey key)
at Microsoft.Crm.Setup.Update.HotFixArpEntryHandler.<>c__DisplayClass7.<RemoveSupercededEntries>b__5(ArpEntryDescriptor entry)
at System.Linq.Enumerable.WhereListIterator`1.MoveNext()
at Microsoft.Crm.Setup.Update.HotFixArpEntryHandler.RemoveSupercededEntries(IEnumerable`1 arpEntries, Version minimumVersionToKeep)
at Microsoft.Crm.UpdateWrapper.MspInstallAction.Do(IDictionary parameters)
at Microsoft.Crm.Setup.Shared.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
--- End of inner exception stack trace ---
at Microsoft.Crm.Setup.Shared.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
at Microsoft.Crm.UpdateWrapper.HotfixMspInstaller.Install()
at Microsoft.Crm.Setup.Shared.ComposedInstaller.InvokeInstall(Installer installer, IDictionary stateSaver)
at Microsoft.Crm.Setup.Shared.ComposedInstaller.InternalInstall(IDictionary stateSaver)
at Microsoft.Crm.Setup.Shared.ComposedInstaller.Install(IDictionary stateSaver)
at Microsoft.Crm.UpdateWrapper.UpdateSetup.Install(IDictionary data)
at Microsoft.Crm.Setup.Shared.SetupBase.ExecuteOperation()
23:11:50|Verbose| Method exit: Microsoft.Crm.UpdateWrapper.UpdateSetup.ExecuteOperation
23:11:50| Info| failed.
23:11:50| Info| Setup did not complete successfully.
Action Microsoft.Crm.UpdateWrapper.MspInstallAction failed.
The given key was not present in the dictionary.
23:11:50| Error| Setup did not complete successfully.
23:11:50|Verbose| Method exit: Microsoft.Crm.UpdateWrapper.UpdateSetup.RunInternal
23:11:50|Verbose| Update Not Completed
23:11:50|Verbose| Update Not Completed
23:11:50| Info| Service Pack 1 for Microsoft Dynamics CRM for Outlook (KB2941390) was not completed successfully because of the following problems:
Action Microsoft.Crm.UpdateWrapper.MspInstallAction failed.
The given key was not present in the dictionary.
23:11:50| Info| ActivatePage(HotfixFinishPage)
I also tried manually installing Rollup 2 before installing SP1 but I still get the same error.
Now I'm not sure if the Outlook plugin update is going to fix the problem, so as it stands I have 2 problems:
Very very slow Outlook CRM Plugin when updating emails and icons
Cannot install 2013 CRM SP1 for Outlook
So, I'm stumped, and this is really holding me back. I will post any updates here, but if anyone has any ideas, please let me know.

I have Outlook 2013 with the CRM 2013 Outlook client and it was running fine until about a week ago. I ran windows update and suddenly everything stopped working. I am going to try to uninstall all the updates until I determine which one is the cause
of the problem. It would be nice if MS tested before releasing updates...
Ken Compter

Issue with retrieveing the Manager of a System User in a Custom workflow - CRM 2013

Issues with custom workflow activity in CRM 2013 On-prem
I'm trying to pass the Manager of the System
here is the code that I'm running, it gets to setting the MANAGER and stops
I put the ran the FetchXML seperatly and it does return a value so I know what bit works
public class CaseAccountManagerManagersLookup : CodeActivity
// Inputs
[Input("Enter Case")]
[ReferenceTarget("incident")]
public InArgument<EntityReference> CA { get; set; }
// Outputs
[Output("Manager Output")]
[ReferenceTarget("systemuser")]
public OutArgument<EntityReference> AMOUT { get; set; }
protected override void Execute(CodeActivityContext executionContext)
// Context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
// get the account and renewals manager ID's
var CASE = CA.Get<EntityReference>(executionContext);
tracingService.Trace("Case ID = " + CASE.Id);
try
// FETCH
string fetchXml = string.Format(@"
<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='incident'>
<attribute name='title' />
<attribute name='incidentid' />
<order attribute='title' descending='false' />
<filter type='and'>
<condition attribute='incidentid' operator='eq' value='{0}' />
</filter>
<link-entity name='contact' from='contactid' to='customerid' alias='ak'>
<link-entity name='account' from='accountid' to='parentcustomerid' alias='al'>
<link-entity name='systemuser' from='systemuserid' to='bc_dssalesperson' alias='am'>
<attribute name='parentsystemuserid' />
</link-entity>
</link-entity>
</link-entity>
</entity>
</fetch>", CASE.Id);
EntityCollection case_results = service.RetrieveMultiple(new FetchExpression(fetchXml));
//tracingService.Trace("fetch has run");
if (case_results.Entities.Count != 0)
foreach (var a in case_results.Entities)
//if (a.Attributes.Contains("ai_parentsystemuserid"))
tracingService.Trace("set manager id next");
var MANAGERID = (EntityReference)a.Attributes["parentsystemuserid"];
tracingService.Trace("manager id set");
AMOUT.Set(executionContext, MANAGERID);
throw new InvalidOperationException("Want to see trace");
tracingService.Trace("end ");
catch (Exception e)
throw new InvalidPluginExecutionException("Plugin - CaseAccountManagerManagerLookup - " + e.Message);
finally
throw new InvalidOperationException("Want to see trace");
Pete

Hello,
Try to use am.parentsystemuserid instead of just parentsystemuserid.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Issue with Plugin Registration Tool in CRM 2013

Hi,
I've spent quite a while trying to connect up the Plugin Registration Tool for CRM 2013. I thought I'd had a breakthrough and got it connected but it's given me another problem. Let me try and explain where I'm at:
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I get the same pop up box again, titled 'Multiple CRM organizations are available to you. Please choose the one...' but this time, there's no environments in there. Just before this new pop up appears, there's a message on screen for a very brief moment:
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Hi Andrii,
Thanks for your reply. I tried double clicking but it didn't seem to do anything at all - the screen just stayed put. I noticed that after clicking 'Login' when I'd selected the environment, there was a message on the screen for a very brief moment before
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CRM 2013 Online - sending email with CRM Online and jQuery

Hi,
I have a html page in webresource in a CRM 2013 Online form. There is a button to send an e-mail from the html page. Because this is an embedded html, I will not be able to create a plug-in to trigger 'send an e-mail'. The best bet
is to send an e-mail via javascript.
I found an article about 'Sending email with SharePoint and jQuery',
http://geekswithblogs.net/ThorvaldBoe/archive/2014/07/03/sending-email-with-sharepoint-and-jquery.aspx
Is there a similar Jquery way we can send e-mail from CRM 2013 Online? Thanks.

Hello,
Actually you can send email through plugin using Actions feature. Recheck my articles about the feature -
http://a33ik.blogspot.com/search/label/Action
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http://mileyja.blogspot.com/2012/02/create-email-activity-in-microsoft.html
http://mileyja.blogspot.com/2012/02/send-email-synchronously-in-microsoft.html
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Microsoft Dynamics CRM 2013 Google Chrome not populating popups working correctly with pop ups.

If incorrect forum, just alert and move. I am having an issue with hosted Microsoft Dynamics 2013 and Google Chrome latest release, 31. This just started with the hosted version of Dynamics CRM 2013, Chrome had been working correctly with
our earlier version of CRM.
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are sales folks. And, I did all settings according to what I was able to find for CRM 2010 and Chrome, for when pop ups do not work, and all settings were already correct for pop ups, website is in trusted sites, etc, which is what I expected, since
everything worked on CRM 2010.
Any clues or ideas? Thank You.
Rick

We don't know. Better to ask over here.
https://community.dynamics.com/crm/f/117.aspx
Regards, Dave Patrick ....
Microsoft Certified Professional
Microsoft MVP [Windows]
Disclaimer: This posting is provided "AS IS" with no warranties or guarantees , and confers no rights.

Error while installing the Microsoft Dynamics CRM 2013 Report Authoring Extension set up

HI Experts,
I am trying to install Report Authoring extension tool to work with MS CRM 2015 online reports but unable to install, getting below error even though I am having VS 2013, SQL Server 2014 and Data tools for VS 2013 installed on my machine.
Please help me to fix this issue.
When I double click the error getting below error.
Error : Business Intelligence Development Studio is not installed for Microsoft SQL Server Reporting Services.
When I click the details , getting below error.
Thanks
Baji Rahaman

The Report Authoring Extensions (any version) don't support VS 2013. Currently the Crm 2015 Report Authoring Extensions support VS 2012 and VS 2010, and the Crm 2013 Report Authoring Extensions supports only VS 2010.
By the way, the error you posted suggests you're trying to install the Crm 2011 Report Authoring Extensions
Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

'$P_CRM' is undefined Error while opening Lookup field in Bulk edit form in CRM 2013

Hi All,
I am getting this strange error in MS CRM 2013
When I do bulk edit for any entity , I select 2-3 records and click on Edit , the Bulk edit form opens
then whenever I clicks on any field which is lookup type It does not open , after debugging with F12 developer tool
I am getting this error. "'$P_CRM' is undefined"
I have MS CRM 2013 on premise , Service Pack 1 Update Rollup 1 installed and using IE 11.
Any Idea
Regards,
Vilas
Vilas Magar http://microsoftcrmworld.blogspot.com/

Few questions that might help us to identify issue:
1. Have you enabled Social Insight ? If yes can you try bulk edit on entity which don't have social insight enabled and confirm if it repro there?
For more information on how to enable Social Insight :
http://technet.microsoft.com/en-us/library/dn659847.aspx
2. When you close bulk edit form are you getting script error dialog? If yes can you share that error log reports?

Whole number field formatted as timezone in CRM 2013 SP1UR1 gives error on saving

Hi,
I added a whole number field formatted as time zone to the appointment form and when I save the record I get an error saying
Crm Exception: Message: An unexpected error occurred., ErrorCode: -2147220970, InnerException: System.InvalidCastException: Unable to cast object of type 'Microsoft.Xrm.Sdk.OptionSetValue' to type 'System.IConvertible'.
This error is coming from the timezone field and only happens when I have data in the field. Has anyone seen this?
Thanks
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

More info, the error occurs on pipeline stage 30 of the Book or Reschedule message and the same thing happens in CRM 2015. I've started a thread on connect with URL
https://connect.microsoft.com/dynamicssuggestions/feedback/details/1128206/crm-2013-sp1ur1-cant-handle-the-timezone-field
This must be rather new because I've tried it in CRM 2011 UR late and it did not occur there, I haven't tried CRM 2013 RTM though so I can't say if it's a CRM 2013 or a CRM 2013 SP1UR1 issue.
BTW, the 2015 org was a complete vanilla so I've pretty much ruled out custom code as a culprit :)
Regards
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

CRM 2013 SP1 new case functions crashes

Hi,
We have an issue with a CRM 2013SP1 that has been upgraded from CRM 2011. After the SP1-upgrade the sitemap was in a bit of a mess so I reset the sitemap with XrmToolbox sitemapedito to a CRM 2013-vanilla state and then added the service management settings
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/>) in the sitemap xml manually.
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Guid format.)
When I have a look at the customizations there are no views or forms available for entitlements for example so something seems to have gone wrong in the update. It didn't help to install the SP1 again, and the SP1UR1 or SP1UR2 didn't fix this either. Has
anyone seen anything like this and how have you solved it?
Thanks
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

Hi Rickard,
I am facing the same issue after upgrading to SP1. Were you able to resolve this issue?
Regards
Manish

CRM 2013 with USD development

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