Month: August 2018

Why can’t I add a report to a solution – Dynamics CRM

Encountered this recently!

Hosk's Dynamic CRM Blog

The quick answer to the question is for me to stop being an idiot.

I had written my report, I had uploaded the report, it was running fine.

I then tried to add the report into the solution, opened my solution –> reports –> adding existing

I then couldn’t find my report!

checked the reports, yep it’s there

did an advanced find, the report appears.

I then edited the report and remembered, this report is a my report, a personal report.

This is the same as creating a personal view, unless you share it everyone then no one else can see.

Reports are slightly different because you can choose an option called Make available to organisation.

To find this option you have to go to the report you created –> Edit –> Actions –> make available to organisation

Then everyone can see it and more importantly you can add to…

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Tips For Passing MB2-715 Certification

I have recently passed MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment Certification. It was really fun preparing for this certification and I achieved a good amount of learning. Therefore I would like give my inputs/Tips on this certification to whoever wants to complete it.

 

What This Certification Is About?

The purpose of this certification is to understand what it takes to plan, prepare & deploy Microsoft Dynamics CRM Online  365 for your client.

From choosing the right plan , number of license to managing multiple instances. All in All this is for people who would like to Admin a dynamics 365 CRM Online.

 

What will you get out of it?

Obviously a certification, however more importantly full knowledge of dynamics crm 365 online administration. Most of us are typical CRM developers, we hardly get to see how the CRM is being managed, pricing, licensing etc. This certification is a great opportunity to expand your horizon.

 

How to Schedule the exam ?

Well, you have to go to learning page of microsoft dynamics crm and explore the certification or directly : https://www.microsoft.com/en-us/learning/exam-mb2-715.aspx
it will ask you to chose the date , nearest center where you give exam or even online if you wish to. Finally once you have paid the amount, you are all set.!

Finally, How did I prepare and pass the exam?

I actually selected multiple sources from where i can learn which i would suggest you to take depending on your convenience.

 

That’s all from me. I wish you all the very best for the exam. Please let me know how it goes!

cheers!

 

 

An unsecured or incorrectly secured fault was received from the other party

Issue :

Recently i have encountered this error when i was trying to connect to Dynamics CRM 365 online.

error1.PNG

 

I digged in further and found a post where couple of suggestions were mentioned :

https://community.dynamics.com/crm/f/117/t/204264

Solution : It was to do with my system settings(Time) – my system time was ahead of the server time. which means the request was going to server with a future time. 

hence i have changed the time in my system clock to be 5 minutes less. Which indeed worked.

 

I hope this helps!

Simplified Connection To Dynamics CRM 2016 Onpremise Using Console Application

Here is the quick code that i use when i have to build a console application that connects to dynamics crm onpremise version with AD/IFD Authentication.

Main Class:

ClientCredentials _clientCreds = new ClientCredentials();
_clientCreds.Windows.ClientCredential.UserName = ConfigurationManager.AppSettings["username"];
_clientCreds.Windows.ClientCredential.Password = ConfigurationManager.AppSettings["password"];
_clientCreds.Windows.ClientCredential.Domain = ConfigurationManager.AppSettings["domain"];
var organizationUri = ConfigurationManager.AppSettings["CRMUrl"];

_service = (IOrganizationService)new OrganizationServiceProxy(new Uri(organizationUri), null, _clientCreds, null);

OrganizationServiceContext _orgContext = new OrganizationServiceContext(_service);

App.Config:

<?xml version="1.0" encoding="utf-8"?>
<configuration>
<configSections>
<section name="AppSettings" type="System.Configuration.AppSettingsSection, System.Configuration, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a" restartOnExternalChanges="false" requirePermission="false" />
</configSections>
<appSettings>
<add key="CRMUrl" value="https://Oranization.com/XRMServices/2011/Organization.svc" />
<add key="Username" value="rawishkumar" />
<add key="Password" value="password" />
<add key="Domain" value ="exampledomain"/>
</appSettings>
<startup>
<supportedRuntime version="v4.0" sku=".NETFramework,Version=v4.5.2"/>
</startup>
</configuration>

 

Required Assemblies:

using System.ServiceModel.Description;

using System.Configuration;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Client;

Hope this helps!