I've created a new (and my first) report in Dynamics 365 using the built-in wizard, and now I want to modify it to join more entities and add columns from them.
Modifying and testing the FetchXML was not an issue using XrmToolbox. I was able to connect, verify my XML and retrieve the expected columns.
Next, I followed some instructions online and installed the Microsoft Dynamics CRM Report Authoring Tools, downloaded the RDL, opened Visual Studio, created an empty Report Server project and added the RDL to my project.
And this is where my problems begin...
While attempting to modify the FetchXML in the DSMain dataset in the RDL, I encounter the error "The selected data extension MSCRMFETCH is not installed or cannot be loaded."
I thought the Microsoft Dynamics CRM Report Authoring Tools would have included this extension.
What am I doing wrong?
Related
When deploying plugins using the Visual Studio Microsoft Dynamics 365 Developer Toolkit, we have been plagued with duplicate steps being created.
If we find a duplicate step has been created, we delete the plugin from the server and then redeploy the plugin from Visual Studio using the right click, deploy method.
The RegisterFile.crmregister is under source control so the guids should be maintained whichever member of our small team deploys.
Why are the duplicate plugin steps being created and how can it be prevented in a team situation?
I want to migrate Microsoft Dynamics CRM on-premises 2015 to Microsoft Dynamics CRM Online 2016 without use service Scribe or another service.
the steps I want to use is:
1 : export a special solution called the Default Solution. The Default Solution contains all the components in CRM and import in CRM Online.
2 : Export Data to Excel for all entities in CRM on-premises and import in CRM Online.
3 : map users CRM with AD Office 365.
Is this correct steps?
Any another way to migrate or ideas ?
I think your steps are just right.
Just be advised, CRM Online has new functionality not included in CRM 2015 on-premise, you do need to check that features.
For two reasons:
Something might stop working
Something might continue working but there's a new functionality in CRM Online that already does it without coding.
And I would add another step, check that all of the workflows are Active, after adding the users .
If you're attempting to migrate a small amount of data, you can use the Data Migration tool in the SDK. It's better than the Excel imports.
I also have the same task to migrate crm on premise organization to crm online organization. I also follow the same steps. Here are some of the things I have learned so far,
Plugins implemented in full trust mode did not worked in online
environment because it only supports the sandbox mode for plugings.
It's better to use data migration tool such as MSCRM Toolkit. But
unable to maintain to ownership of the record.
I'm building a Lightswitch application using MS Visual Studio 2013. As part of this I access data through an OData url (referencing a dynamics nav project) which does not seem to want to pick up the company data in the url. (It does without it). However then within Visual Studio I only see the column headers and no data. When I debug I get the following error message:
"Cannot process the request because the default Microsoft Dynamics NAV company cannot be found. You can specify a default company in the service configuration file, or specify one for each tenant, or you can add a query string in the form of "company=[name]". You can see the available companies by accessing the default OData web service, Company. For more information, see "OData Web Services" in Help."
For example: (OData url):
localhost:7048/DynamicsNAV70/OData/Company('CRONUS%20International%20Ltd.')/SalesOrder
But only viewable as:
localhost:7048/DynamicsNAV70/OData/ and then selecting SalesOrder
My question is, what config files are they refering to? (Visual studio?If so how do I add the company name?) "OData Web Services" in Help was of no use.
I had to add additional code within Visual Studio to reference the company, for example:
ServiceReference1.NAV nav = new ServiceReference1.NAV(new Uri("http:...../OData/Company('company_name')/"));
nav.Credentials = new System.Net.NetworkCredential("user", "password", "domain");
I'm looking for Version Control that warns a use when opening a file if that file is being modified by another user. Is this possible?
We also use Microsoft Dynamics CRM 2011 and are looking to use some kind of version control for the javascript files. Does someone has experience with using Dynamics CRM and version control?
Thank you for any information!
You could implement this in Team Foundation Server (TFS) or other version control applications that support single checkout. You will need to either manually deploy the JScript or create an auto deployment process through the SDK. TFS will need to be setup for single checkout which will only allow a single user to checkout the files at a given time. This should disallow multiple people from making edits at once. It is a good idea to appoint a single person as the build master who will be in charge of merging changes into CRM.
EDIT: JScript is syntactically very close to JavaScript. Microsoft CRM uses and has always used JScript for its form scripting. JScript is basically Microsofts version of JavaScript. Differences are discussed # What's the difference between JavaScript and JScript? and http://en.wikipedia.org/wiki/JScript
Excerpt from Microsoft Dynamics CRM 2011 SDK:
Microsoft JScript libraries are Script (JScript) Web Resources that contain functions you can use to:
Handle form and field events.
Perform actions for controls configured in the Ribbon.
Support other functions.
I was wanting to know (as the title suggests) if anyone had any information on reporting in TFS 2010.
I know there have to be options for this, but I can't seem to find any literature on where any built-in reports are, nor where I could build custom reports.
Also, I have it set up now where I get email notifications upon a completed build. However, the email notification is just that--a notification. It doesn't give me much information outside the basics (for instance, it doesn't say details on any errors or warnings). It does give me a link in the notification that directs me to a page that lists further detail about the build. But I was wondering if there was any more flexibility on these notifications.
The long and short of it is this: I'd like to know what kind of reporting options are available in TFS 2010, and I'd also like to know if there was a way I could possibly customize the email notifications to somehow contain the aforementioned reports, or at least link to said reports.
Reporting with TFS2010 is pretty rich. Any chance that you have it installed on your workstation? Reporting is not supported in the workstation version of TFS.
What's New for Reporting for Visual Studio ALM
The reports are hosted inside of SQL Server Reporting Services so you can create custom reports using a standard SSRS project in TFS. You can do a lot to manipulate the reports using just the report manager that is available from within the project portal.
The email is done using a XSL transform that is normally located in C:\Program Files\Microsoft Team Foundation Server 2010\Application Tier\TFSJobAgent\Transforms. You can manipulate any of these XSL files to create a new presentation of the data that is passed along from TFS. Of course you can create links to the reports by just including them in the XSL template.