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ODATA RESOURCES PATH EXAMPLES

uk365guy

OData Resource Path Examples

Resource                                                       URL
Service                                  OrganizationData.svc

Entity Set                              OrgainzationData.svc/ContactSet

Entity                                    OrgainzationData.svc/ContactSet(“guid”)

Relationship                          OrgainzationData.svc/ContactSet (“guid”)/Contact_Appointments                                                              

Property                                OrgainzationData.svc/ContactSet(“guid”)/FirstName
                                             

Mulitple Properties               OrgainzationData.svc/ContactSet(“guid Key”)?$Select =                                                                 FirstName, Address1_City                                           

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HANDLING EXCEPTIONS IN MICROSOFT DYNAMICS CRM PLUG-INS

uk365guy

Handling faults

Required reference in your code

 Use Microsoft.Xrm.Sdk.OrganizationServiceFault
  catch(FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)

other Common exceptions and faults to handle

System.TimeoutException

 catch(System.TimeoutException ex)

System.Exception

 catch(System.Exception ex)

Other exceptions and faults to handle

 -securityTokenValidationException
 -ExpiredSecurityTokenException
 -SecurityAccessDeniedException
 -MessageSecurityException
 -SecurityNegotiationException
Microsoft Dynamics CRM Online
  SecurityAccessDeniedException : Using a valid Microsoft Account, but it is not associated with a CRM Online Organization.
MessageSecutiyException: Your Microsoft Account is not valid or did not authenticate.

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STEPS TO MODIFY NAVIGATION BY EDITING THE XML

uk365guy

STEPS TO MODIFY NAVIGATION BY EDITING THE XML

1.Create a new solution

2.Add the site map to the new solution

3.Export the new solution

4.Extract the .ZIP file

5.Open the customization .xml file

6.Locate the Site Map node

7.Edit the map and save

8. Add modified .XML back to .ZIP file

9.Import the solution file

10. Publish the customizations

XRMTOOLBOX is the microsoft recommended tool for site map or if you are capable of editing and modifying the xml then OOB is the better option.

I hope this help someone cheers..

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SOLUTIONS IN MICROSOFT DYNAMICS CRM

uk365guy

Solutions overview

Solutions are used to package..
  Entity & schema customizations
  Plugins processes, workflow activities
  Web resources, navigations, visualizations
  Template,security, reports

Example of developers use solutions:
  Develop a solution for credit scroing:
      Entity customizations
      Custom workflow activities
      Client side scripts

Two types: Managed and UnManaged

SOLUTION COMPONENTS:

ENTITIES:
Attributes
Forms
Views
Charts/Visualizations
Relationships
Hierarchy Settings

GLOBAL OPTION SETS
Web Resources
  Javascripts

Dashboards
Ribbons
SiteMap

Workflow Definitions
Dialog Definitions
Business Custom Activities
Plug-ins (Assemblies and Steps)
Service Endpoints

TEMPLATES
System settings
Security Roles
Connection Roles
Field Level Security Profiles
Routing & Case Creation Rules
SLA’s
Reports


Default Solution vs Custom Solution:

-Default solution is everything
-Default publisher prefix is new_(should set to something different)


Creating custom solutions early on is a good idea:
 -Recommended to specify a different publisher other than default.

  -Custom solutions can be exported
  -Either as unmanaged or managed

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