Friday, 22 May 2009

CRM Design Patterns - and back on the MSCRM Team Blog

I seem to be using my invitations to post on the MSCRM Team blog as a prompt to publish posts - I've posted a starter post on Design Patterns.

I'm intending this to be the first in a series of posts on Design Patterns for MS CRM. I'm using the term 'Design Pattern' deliberately to echo the same term used in object-oriented design, though I'm not intending the posts to be particularly formal or prescriptive. If you're interested in the more formal ideas of design patterns, wikipedia as good a place as any to start.

My reasons for investing time in this are two-fold:
  1. I don't like having to do thinkgs more than once. When designing MS CRM solutions for a customer probably about 90% of the design decisions I make now are wholly or partly based on a previous, similar design for another customer. A lot of this information is in my head; the intention of building design patterns is to create a structure to be able to communicate this information to others
  2. MS CRM solutions are a mix of out-of-the-box functionality, and specific customisations and extensions. This gives a lot of options, and a lot of additional considerations beyond traditional ground-up development, or out-of-box deployment, and I think there's a lot of new and interesting design work that can be done in this environment

Monday, 20 April 2009

Using the IIS Logs to get CRM Usage information

I've been posting on the Microsoft CRM Team blog again.

The article describes how to make use of the IIS logs to get useful information about who is accessing CRM and when.

This technique uses some SQL objects (tables, view and functions), and a reporting services report. The source code for these is available on the MSDN Code Gallery

Monday, 2 February 2009

CRM and SQL 2008 Whitepaper

MS have released an interesting white paper about how you can use some of the new SQL 2008 features with CRM - http://www.microsoft.com/downloads/details.aspx?FamilyID=b5bb47a4-5ece-4a2a-a9b5-5435264f627d&DisplayLang=en

The row compression feature, along with the sparse columns, look very useful for reducing the number of pages needed by a table, which is important for ad-hoc advanced finds which use able scans, and pre-filtered reports.

Filtered indexes can be very useful, especially on the statecode for relatively volatile entities. For instance, the ability to use filtered indexes on open cases or opportunities could make a big difference to overall index storage

I need to do some more testing before I'm convinced on the benefits of the page compression. I could see it working for large quantities of relatively static data, such as a large account or contact table, but I think the processing overhead on data modification (which is always hard to quantify) means that I'd be reluctant to use it on more volatile data (e.g. opportunities, cases, activities).

Monday, 26 January 2009

Office 2007 System Driver - errors in SSIS if you don't have them

A quick post, as I didn't find any others out there giving all the details you may need. SQL 2008 SSIS supports the Office 2007 file formats, but requires the Office 2007 System Driver.

If you deploy a package onto a machine without these drivers, you get errors like the following when the component is validated:

SSIS Error Code DTS_E_OLEDB_NOPROVIDER_ERROR
The requested OLE DB provider Microsoft.ACE.OLEDB.12.0 is not registered
Hresult: 0x80040154 Description: "Class not registered"

Installing the Office 2007 System Driver should fix this.

Friday, 23 January 2009

Some SQL Snippets

Over time (don't ask how long – suffice to say I first used Microsoft SQL Server on OS/2) you pick up a fair amount of useful SQL Server knowledge. This post is intended to be a random collection of snippets that I use and remember, and I expect to add to the post periodically as I encounter further uses for SQL knowledge. So, in no particular order...

Finding SQL objects that contain a particular string
The definition of SQL objects can be accessed via the sys.syscomments view in the SQL database, and can be queried. The following example returns the name of objects that contain 'Test' somewhere within the definition. The object_name function is a quick way to get the name of an object from its id – the other way is to join to the sys.objects view.

select distinct object_name(id) from sys.syscomments where text like '%Test%'

Note that this only works if the SQL object definition was not encrypted with the WITH ENCRYPTION option

Granting Permissions to a set of objects
I've yet to find a good user-interface in SQL for setting permissions on a set of objects quickly, so I tend to use SQL commands. The following procedure shows how to use a cursor to iterate through a set of objects and execute a dynamically-built GRANT statement on them

declare cur cursor fast_forward for

select name from sys.objects
where type = 'V' and name like 'vw_%'
-- Get all views, beginning vw_

declare @obj sysname, @sql nvarchar(2000)
open cur
fetch next from cur into @obj
while @@fetch_status = 0
begin
set @sql = 'GRANT SELECT ON ' + @obj + ' TO public'
-- grant select permission to public
exec (@sql)
fetch next from cur into @obj
end
close cur
deallocate cur

Outputting stored procedure information to a table
There are cases when you might want to use the results of a stored procedure in a table structure for future processing. There's not an EXECUTE INTO statement but you can use INSERT ... EXECUTE. You can also use this with dynamically constructed SQL, using EXECUTE (@sql). The following example uses both EXECUTE syntaxes, andshows how to iterate though the names of 'tables' from a linked server – this is used to query Excel spreadsheets where there is a dynamic range of identically structured worksheets

create
table #excelsheets
-- Store names of spreadsheets in Excel
( TABLE_CAT sysname null
,TABLE_SCHEM sysname null
,TABLE_NAME sysname not null
,TABLE_TYPE sysname null
,REMARKS nvarchar(255) null )

insert #excelsheets execute sp_tables_ex 'EXCELDYNAMIC'
-- EXCELDYNAMIC is a linked server

create table #tmp
-- Temporary storage of data, so results can be output as one result set
( TABLE_NAME sysname
,[Month] int
,[Target] decimal(10,2) )

declare cur cursor fast_forward
for select TABLE_NAME from #excelsheets
declare @tbl sysname, @sql nvarchar(4000)
open cur
fetch next from cur into @tbl
while @@fetch_status = 0
begin
-- Build dynamic SQL statement. It would be nice to pass the statement as a parameter to OPENQUERY, but that's not permitted
set @sql = 'Select ''' + @tbl + ''' as TABLE_NAME, [Month], [Target] FROM EXCELDYNAMIC...[' + @tbl + ']'
insert #tmp exec (@sql)
fetch next from cur into @tbl
end
-- Cleanup and output results
close cur
deallocate cur
select * from #tmp
drop table #tmp
drop table #excelsheets

Thursday, 22 January 2009

Viewing CRM 4.0 Reports in Report Manager

Some of my previous posts (e.g. http://mscrmuk.blogspot.com/2008/01/scheduling-and-emailing-reports-with.html) were written based on CRM 3.0. Most of the reporting principles are similar for CRM 4.0, but the reports are configured slightly differently within Report Manager. The key differences are:
  1. The CRM items are hidden by default in Report Manager. If you browse to the OrganisationName_MSCRM folder you won't see the hidden items. To see them, click on the 'Show Details' button on the right of the toolbar
  2. The CRM 4.0 reports are stored in a sub-folder called 4.0. Click on this folder to see the reports
  3. CRM 4.0 specifies the ReportID Guid as the report name, and the friendly name is now in the Description fields

Thursday, 15 January 2009

CRM 4.0 Update Rollup 2

Update Rollup 2 for CRM 4.0 has been released, which is a pretty fast turnaround after the recent Update Rollup 1. Ive not had time to look at many of the fixes yet, but Ill add to this post if anything interesting crops up.

Information about the hotfix: http://support.microsoft.com/default.aspx?kbid=959419
Download link: http://www.microsoft.com/downloads/details.aspx?familyid=aa671769-61e9-45c4-919f-c88199aa4241&displaylang=en&tm

Tuesday, 6 January 2009

CRM Error Codes

Something that's cropped up on a couple of CRM forums recently is how to get more information about a CRM error code. Error codes can be displayed in one of three formats:
  1. Decimal, e.g. -2147206371
  2. Hex with the 0x prefix - e.g. 0x80043B1D
  3. Hex without the prefix - e.g. 80043B1D

The CRM SDK documentation has a reasonable set of information about each error here, but only refers to error codes in the last of the listed formats (e.g. 80043B1D). To convert the second format to the third format, just remove the 0x prefix.

The easiest way to convert the first (decimal) format is to use the Windows calculator utility (calc.exe), as follows:

  1. Open the calculator in scientific mode
  2. Check the Decimal (Dec) option is set
  3. Paste in the error code - e.g. -2147206371
  4. Select 'Hex' to convert it to Hex, this will then look like: FFFFFFFF80043B1D
  5. Remove the leading FFFFFFFF. You can then find the resulting code, e.g. 80043B1D, in the error codes

Sunday, 14 December 2008

Invalid Argument error when importing unpublished entities

If, like I did recently, you export an entity before it has been published, you will get an 'Invalid Argument' error when importing the entity if it has any relationships.

The reason for this is that the relationship attribute will have no display name, which results in the error. The simplest solution would be to go back to the original deployment, publish the entity, then export again. But, if that's not an option, you can fix the problem within the exported xml as follows:

The invalid relationship xml will look like the following:

<field name="pjv_targetid" requiredlevel="required" imemode="auto" lookupstyle="single" lookupbrowse="0">
<displaynames />
</field>


The problem is that the displaynames element is blank. This can be changed to something like the following

<displaynames>
<displayname description="Target" languagecode="1033" />
</displaynames>


The languagecode attribute will need to be set to the correct value for your deployment. Many other elements will have this value set in the customizations.xml file

Monday, 24 November 2008

More CRM MVPs

This a belated welcome to all recently awarded CRM MVPs. At the time of writing there are now 29 of us worldwide. I've updated the blog list to reflect the new MVPs - as far as I can tell these are up-to-date, but let me know if not