Jonas Deibe - Dynamics CRM, C#, JS : CRM 3.0

The dynamic Cache Tool for CRM 1.2 - 4.0 versions

Jonas Deibe — Tue, 18 Mar 2008 20:57:00 GMT

Or any other web application... simply change the paths in the configuration file.

When doing demo's in a virtual environment as VPC it's pretty nice to have some sort of tool to pre-hit your application. I have made a simple console app that will do this for you. Run the application before doing a demo/presentation to activate just-in-time compilation and hoppfully everything goes faster since your clicks (requests) will at least be the second one.

The difference with this one compared to other CRM cache tools are:

Recursive lookup for files to hit (you don’t need to maintain your hit list)
therefore working for past and current versions of CRM
Depth control (how deep should we traverse)

Path to webserver including protocol (http or https)

Path to in this example CRM webserver files are located

Filter on extension like *.htm, *.aspx, *.asmx

0 = Traverse as long as possible, 1 = Stay in current (FilePath) folder only, 2 = Two levels ect

Installation

run the attached msi packet to install the cache tool.
Go to folder where tool is installed "c:\Program Files\CRM Sample Application\Trigger CRM"
Open the PrefireCRM4.exe.config file and change to your server settings.
Click the short-cut on your desktop

I will in my next blog post attach the source code for the project.

This posting is provided "AS IS" with no warranties, and confers no rights.

Tricks and tips for documentation

Jonas Deibe — Tue, 04 Sep 2007 12:55:00 GMT

Document your project is a definitive must to-do but not always the first thing a developer thinks of. It’s something everyone knows is required but in the end something that might be done on the last project hours of the project budget, right? Well there are some things you could do to speed up documentation and semi automate this process. First you need to set the documentation level. Are you required to document on field level or is it enough to explain on a higher level what your new entities or callout classes are supposes to do? If the code is well written I personally don’t require field level documentation and a higher explanation (story) would be enough to understand what your solution is doing (or suppose to do). You also have the possibility to add your comments when adding fields in MSCRM during customizations. This data is stored in the metadatabase and could be exported to excel if wanted.

Solution architect overview - file as vsd is attached in this post

Since I first announced that I would write how-to deliver documentation as chm files I received a note from my friend Michael Höhne telling me that’s “old stuff” and he already blogged about that. So you made this post and I ref your excellent 3 part story.

Part 1
Part 2
Part 3

For editing you chm files you could import the NDOC generated files to HTML help workshop. Here you could edit and add not generated information from NDOC. I recommend adding the vision template (save as GIF) and add under Solution Architect chapter.

Once you compiled the chm file you have almost (or same) professional look a like of documentation as MSDN.

Suggestions on topics for you project SDK

+Your name of tool
 -Gettings Started
 -Screen shoots of solution
 -Flow – sales process
 -Flow – marketing process leads
 -Flow – ....
+Architecture Overview
 -Solution Overview
 -Namespaces
 -Technical Architecture
 -Source Control
+Logical Database Diagram
 -Overview
+Deployment
 -Deployment Process 
 -Entity type codes (if you have different setups of CRM servers)
 -Client settings (Policy) 
 -Integration
 -Javascript
 -Debugging
+Database
 -Index and tunings
 -Reports
+Callouts
 -Customer.Crm.Callout (your NDOC generated class documentation)

Adding new pages to HTML help workshop is an easy task. Below html is an example for MSDN look a like page that works nice with the NDOC generated files. Modify above (attached) architecture.vsd to your solution and save the file as Architecture.gif. Copy the file to the HTML page folder and compile it in the HTML help workshop project.

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">

<head>

<TITLE>Platform Architecture</TITLE>

</head>

</td>

</tr>

</table>

</div>

<h1 class="dtH1">Solution Architecture v1.0</h1>

</div>

<BR>

<H1><A name="hist"></A>Release History</H1>

<BR>

</FONT>

<hr>

</div>

</body>

</html>

Example of added html file to HTML workshop editor

Final word from an quote by Dave. I'm not sure I agree but some parts of me laughts :-) Happy documenation

“Software is usually accompanied by documentation in the form of big fat scary manuals that nobody ever reads. In fact, for the past five years most of the manuals shipped with software products have actually been copies of Stephen King's The Stand with new covers pasted on.” - Dave Barry

Now CRM dev center on MSDN

Jonas Deibe — Sun, 10 Jun 2007 18:58:00 GMT

I have updated "Microsoft CRM Links" and recommend all to bookmark them. I really like the Roadmap to Microsoft Technologies for Microsoft Customer Relationship Management (CRM)

http://msdn2.microsoft.com/en-us/library/ms913701.aspx

Debug your workflows on .NET 1.1 and 2.0 machines (CRMWorkflowService.exe.config)

Jonas Deibe — Sun, 10 Jun 2007 15:00:00 GMT

This only applies if you have the 1.1 and 2.0 framework installed and your workflow "addin" is built in .NET 1.1. Create a new file called CRMWorkflowService.exe.config and copy xml below. Copy file to the same directory as that workflow exe

</startup>

</configuration

Simplify sharing of opportunities (Or any entities) with direct e-mailing links

Jonas Deibe — Thu, 19 Apr 2007 14:54:00 GMT

One thing I found useful when working with MSCRM is the possibility to directly access records by hitting its direct URL. Out-of-the-box this can be manually done by opening a record and hit CTRL-N or CTRL –D. Later copy the URL and past it to your e-mail. Whoa I love CTRL-C. Well by adding below script to your onload you will have a new ready to email link in your right corner of the record.

Fast access to direct record, sharing, etc

Useful for testing

Could be extended with url copied to clipboard

Feel free to rewrite script in an iframe for support. See this script as an idea.

NOTE! Customizations directly to the DOM are not supported by the product group.

Notice new link in right corner of entity! Click the E-mail opportunity link to open outlook with direct URL pasted to e-mail

function createSendLink()

{

var strUrl = "";

if (IsOnline())

{

var title = "Please followup on Opportunity [" + crmForm.name.DataValue + "]";

var id = crmForm.ObjectId;

id = id.replace("{",""); id = id.replace("}","");

query = '' + this.location;

query = query.substring(0, query.indexOf('?'));

strUrl = query + "/sfa/opps/edit.aspx?id=";

}

if (IsOutlookLaptopClient())

strUrl = crmRcUtil.ServerUrl.replace("MSCRMServices", "") + "sfa/opps/edit.aspx?id=";

strUrl = escape(strUrl);

var a = document.createElement("a")

var aText = document.createTextNode("E-mail opportunity link...")

a.href = "mailto:&subject="+title+"&body=" + strUrl + id;

a.name = "EmailLink";

a.appendChild(aText)

if (document.getElementById('_MBcrmFormSubmitCrmForm1truetruefalse')!= null)

{

var cur = document.getElementById('_MBcrmFormSubmitCrmForm1truetruefalse')

document.getElementById('mnuTitle').insertBefore(a, cur.nextSibling);

}

Render hidden values in "tester" mode by using querystring parameters

Jonas Deibe — Mon, 16 Apr 2007 21:31:00 GMT

One way of doing verification on your logic in "build" mode is to use querystring parameters to render you MSCRM gui/logic different.

Verification during testing
Version verification of js-script running in current release
Link new buttons with extra querystring parameters attached in ISV/Sitemap config
Etc

Notice how the title is changed to current version of the onload script

//Place in onload of entity

if (GetItemFromQueryString("tester") == "yes")

document.title = "Entity in TESTER mode [" + JS_VERSION + "]";

else

{

//Hidden fields logic or something else

}

function GetItemFromQueryString(name)

{

var regexS = "[\\?&]" + name + "=([^&#]*)";

var regex = new RegExp(regexS);

var tmpURL = window.location.href;

var results = regex.exec(tmpURL);

if (results == null)

return "";

else

return results[1];

}

Create Advanced Fetch in 10 Seconds using javascript

Jonas Deibe — Wed, 28 Mar 2007 09:00:00 GMT

One simple way of creating fetch fast is to use advanced find and render that fetch in javascript.
Open advanced find and reopen window by pressing CTRL-N

Create your query...dont forget to build your query in full-window not framed as in screen shoot

Replace your URL with one of below javascript calls

javascript:alert(resultRender.FetchXml.value);

javascript:document.writeln(resultRender.FetchXml.value);

Now view source for fetch command

Copy and past and insert in your callouts or what ever your building

The result when prompting (alert) advanced find query

Another CRM -> Sharepoint integration

Jonas Deibe — Sat, 24 Mar 2007 14:36:00 GMT

Here is my first blogpost in English since I received requests from non speaking Swedes. The MSCRM team, Kjell-Sverre Jerijærvi (Integrating team-sites into MSCRM (part II)) and allot of others has published different ways of integrating MSCRM with Sharepoint. Guess what! Here is another solution actually made back in 05’ as a Proof of concept solution… Each Account has its own sharepoint library structured under an alphabetic label (dummy library). This is done initial on setup of libraries A,B,C,D etc. A custom Sharepoint template is used for MSCRM look and feel (not in scope of this blogpost)

For example Alfa Demo Account is stored as own library under letter A with it's url stored on the MSCRM.

SPSite site = null;

try

{

site = new SPSite(wssServerUrl);

SPSite newSite = site.SelfServiceCreateSite(rootUrl, siteName,

description, 1053, "STS", @"custom\mscrm", "Admin",

"mscrm@custom.local", @"custom\mscrm", "Admin", "mscrm@custom.local");

SPWeb web = newSite.OpenWeb();

web.Webs.Add(nextLevelSiteName, nextLevelSiteName, description, language, template, false, false);

}

catch (SPException err)

{

System.Diagnostics.Debug.WriteLine(err.Message);

throw;

}

catch (Exception err)

{

System.Diagnostics.Debug.WriteLine(err.Message);

throw;

}

finally

{

site.Dispose();

}

A new chrome remover file is stored under its own web.

MSCRM_iframe.aspx cleaner removes chromes from library files

<%@ Page Language="C#" %>

<%string sUrl = Context.Request["url"];%>

<!DOCTYPEHTMLPUBLIC"-//W3C//DTD HTML 4.0 Transitional//EN">

<html>

<head>

<title>MSCRM Integration</title>

<scriptlanguage="Jscript">

var iNavCount=0;var strValidPages="AllItems.aspx,Upload.aspx,Checkin.aspx,EditForm.aspx,DispForm.aspx,Versions.aspx,SubNew.aspx";var strOriginalUrl="<%=sUrl%>";function evReadyStateChange()

{var oFrm=document.frames.mscrmShowPage;var ofrmElement=event.srcElement;try{var sDoc=oFrm.location.pathname;sDoc=sDoc.substring(sDoc.lastIndexOf("/")+1);if(ofrmElement.readyState=='loading'){ofrmElement.style.display="none";oFrm.onerror=function(){return true;}}else if(ofrmElement.readyState=='complete'){var bValid=false;iNavCount++;var arrTmp=strValidPages.split(",");for(var s in arrTmp)if(arrTmp[s]==sDoc)bValid=true;if(!bValid){document.location.assign("MSCRM_error.aspx?rUrl="+location.href);}else{try{var oTable=oFrm.document.all.tags("table")[0];oTable.rows(0).style.display="none";oTable.rows(1).style.display="none";oTable.rows(2).cells(0).style.display="none";oFrm.document.all("diidEditInGridButton")[0].parentNode.parentNode.style.display="none";oFrm.IMNShowOOUI=function(){return false;};}catch(e){}

oFrm.document.body.insertAdjacentHTML("beforeEnd","<a href='#' onclick='window.open(location.href)' class='ms-formdescription' style='position:absolute;top:10px;right:10px;color:blue'>In new window</a>");ofrmElement.style.display="inline";}}}

catch(e)

{}}

</script>

</ head >

< body style ="margin:0 0 0 0">

<%if (sUrl!=null) {%>

<iframeid="mscrmShowPage"frameborder="0"height="100%"width="100%"onreadystatechange="evReadyStateChange()"style="display:none"src="<%=sUrl%>"></iframe>

<%}%>

</ body >

</html>

On MSCRM server a new virtual directory (or new web according to ISV rules) holds files to link it all to WSS or Sharepoint side.

<divclass="tab"id="tabBody1"style="DISPLAY: inline">

<tableid="Table0"style="TABLE-LAYOUT: fixed"height="100%"cellSpacing="0"cellPadding="3"width="100%">

<tr>

<td>

<iframeid="Iframe0"frameborder="0"width="100%"height="100%"src="<%Response.Write(ConfigurationSettings.AppSettings["PathToMSCRM"].ToString());%>/SharePointConnector/_redirect.aspx?<%Response.Write(Request.QueryString);%>&Folder=1"></iframe>

</td>

</tr>

</table>

</div>

Clip from AccountCreateFrame.aspx .

I added 2 keys in MSCRM’s web.config for dynamic settings

<addkey="PathToMSCRM"value="http://crm/Beta.Crm.Sharepoint/"/>

<addkey="SharePointServerIframe"value="http://sharepoint/_layouts/CRM/MSCRM_iframe.aspx?url="/>

</appSettings>

I prefer to add everything on the leftside navigation and that could be easily done by modification of ISV.config or by injecting js script in from onLoad

Documents added in ISV.config pointing <PathToMSCRM> Accountcreateframe.aspx

You can download all files here and hopefully everything is clearer when you look at the code J

NOTE!!! You are required to have licenses for SharePoint server

God fortsättning alla glada!

Jonas Deibe — Fri, 05 Jan 2007 21:24:00 GMT

v3c nu även på svenska. Laddas ner genom denna länk http://www.microsoft.com/downloads/details.aspx?displaylang=sv&FamilyID=7d418781-69ad-422d-92fa-87fdb2538e2c

javascript:alert("Håller på att snickar ihop en liten javascript artikeln med kodexempel som förhoppningsvis kommer i januari...");

V3C är nu släppt!

Jonas Deibe — Thu, 21 Dec 2006 12:19:00 GMT

Kan laddas ner via länken http://www.microsoft.com/downloads/details.aspx? FamilyId=740E1B3B-11C3-4AEF-B2E3-8309E0CF1BB0&displaylang=en.

Uppdateringen innehåller bla:

Integration med Office 2007 "Ribbon"

SQL Express

Custom MAPI store (ingen pst file)

Tidigare Rollup update inkluderad

Vista support

IE 7

GPO deployments

Office webb komponents i Microsoft CRM 3.0 (level 300)

Jonas Deibe — Tue, 12 Dec 2006 00:23:00 GMT

I office finns det ett bra bibliotek för att programmera staplar och diagram precis som man kan göra ifrån tex Excel. Hur gör man då? Jag tänkte inte publicera en hel solution utan mera några exempel på möjligheter. Tex kan man relativt enkelt göra om detta för att visa i en Vista Gadget.

1. Ladda ner office webb komponents till din applikations server (Jag har testat med owc11.exe) Har ännu inte hunnit med nya office.

2. Bygg din wraper för webb komponents (se exempel nedan)

3. Skapa din egen webb a la CRM 3.0 GUI

4. Peka till din “office charts webb”

· Från sitemap

· Från iframe ifrån din entitet eller Vista Gadget

· Från Outlook folder

· Från Sharepoint webbpart

Möjligheterna är oändliga! Dock innebär detta lite mera utveckling men resultatet kommer bli så grymt så det är värt mödan J

Har en aspx fil som innehåller tabbar som i sin tur pekar på varje chart renderad från sin egen aspx (via en http handler för själva bilden som genereras på servern via office webb components). Det är lite mera kod bakom denna lösning bla så publicerar jag inte logiken för att fråga databasen om vad som ska visas men det är inte svårt att göra själv.

Exemple på leadsbyquality.aspx

namespace Example.Crm.Web.Charts

         public class ChartLeadByQuality : System.Web.UI.Page

                 protected System.Web.UI.WebControls.DropDownList myChartType;

                 protected System.Web.UI.WebControls.Image imgChartLead;

                 protected System.Web.UI.WebControls.Image imgChartLeadByEntity;

                 protected void Page_Load(object sender, System.EventArgs e)

                          DisplayChart();

                 void DisplayChart()

try

                                   CrmLead Leads = new CrmLead("result");

                                   Leads.Refresh();

                                   //Leads by type

                                   int items = Leads.DataSet.Tables["LeadsByQuality"].Rows.Count;

                                   string[] LeadCategoriesArr = new string[items];

                                   string[] LeadValuesArr = new string[items];

                                   int i = 0;

                                   foreach (DataRow r in Leads.DataSet.Tables["LeadsByQuality"].Rows)

                                            LeadCategoriesArr[i] = r["Quality-Code"].ToString();

                                            LeadValuesArr[i] = r["Leads"].ToString();

                                            i++;

                                            System.Diagnostics.Debug.WriteLine(r["Leads"].ToString());

                                   //Leads by Entity

                                   items = Leads.DataSet.Tables["LeadsByEntity"].Rows.Count;

                                   string[] LeadByEntityCategoriesArr = new string[items];

                                   string[] LeadByEntityValuesArr = new string[items];

                                   i = 0;

                                   foreach (DataRow r in Leads.DataSet.Tables["LeadsByEntity"].Rows)

                                            LeadByEntityCategoriesArr[i] = r["Entity-Type"].ToString();

                                            LeadByEntityValuesArr[i] = r["Leads"].ToString();

                                            i++;

                                            System.Diagnostics.Debug.WriteLine(r["Leads"].ToString());

                                   //Render charts to webbrowser

                                   RenderChart chart = new RenderChart();

                                   chart.Title = "Leads";

                                   chart.SizeX = 200;

                                   chart.SizeY = 250;

                                   HttpContext ctx = HttpContext.Current;

                                   string chartID = Guid.NewGuid().ToString();

                                   //Leads by status

                                   byte[] byteArrLeads = chart.BuildCharts

                                            ( myChartType.SelectedItem.Value,

                                            LeadCategoriesArr, LeadValuesArr);

                                   ctx.Session [chartID] = byteArrLeads;

                                   imgChartLead.ImageUrl = string.Concat ("Chart.ashx?", chartID);

                                   //Leads converted to account, Contact or opportunities

                                   chart.Title = "Converted Leads";

                                   byte[] byteArrLeadsByEntity = chart.BuildCharts

                                            ( myChartType.SelectedItem.Value,

                                            LeadByEntityCategoriesArr, LeadByEntityValuesArr);

                                   chartID = Guid.NewGuid().ToString();

                                   ctx.Session [chartID] = byteArrLeadsByEntity;

                                   imgChartLeadByEntity.ImageUrl = string.Concat ("Chart.ashx?", chartID);

                          catch (System.Web.Services.Protocols.SoapException err)

                                   string ErrorMsg = String.Concat("ErrorMessage: ", err.Message, " ", err.InnerException, " Source: ", err.Source);

                                   Response.Write(ErrorMsg);

                          catch (Exception err)

                                   string ErrorMsg = string.Concat("ErrorMessage: ", err.Message, " ", err.InnerException, " Source: ", err.Source);

                                   Response.Write(ErrorMsg);

Exemple på Office wrapper (sista lagret)

Chart.ashx (http handler)

<% @ WebHandler language="C#" class="Example.Crm.Web.BiCharts.ChartHandler" codebehind="ChartHandler.cs" %>

Som i sin tur pekar på min assembly (med ref till Office webb komponents interop)

//
Jonas Deibe example

using System;

using System.Collections;

using OWC11;

namespace Example.Web.Charts

         /// <summary>

         /// POC for Diagrams

         /// </summary>

         public class RenderChart

                 void debug(string message)

                          System.Diagnostics.Debug.WriteLine(message);

                 int _SizeX = 0;

                 int      _SizeY = 0;

                 string _Title = string.Empty;

                 string _Font = "Tahoma";

                 public string Font

                          set { _Font = value; }

                          get { return _Font; }

                 public string Title

                          set { _Title = value; }

                          get { return _Title; }

                 public int SizeY

                          set { _SizeY = value; }

                          get { return _SizeY; }

                 public int SizeX

                          set { _SizeX = value; }

                          get { return _SizeX; }

                 public RenderChart()

                 ~RenderChart()

                 public byte[] BuildCharts (string ChartType, ArrayList Categories, ArrayList Values )

                          string chartCategoriesStr = string.Join("\t", (string []) Categories.ToArray(typeof(string)));

                          string chartValuesStr              = string.Join("\t", (string[]) Values.ToArray(typeof(string)));

                          return createChartNormal(ChartType, chartCategoriesStr, chartValuesStr);

                 public byte[] BuildCharts (string ChartType, string[] Categories, string[] Values)

                          string chartCategoriesStr = String.Join ("\t", Categories);

                          string chartValuesStr = String.Join ("\t", Values);

                          return createChartNormal(ChartType, chartCategoriesStr, chartValuesStr);

                 public byte[] createChartOppByRevenue(string ChartType, ArrayList Categories, ArrayList PValues, ArrayList WValues, ArrayList QuoteValues)

                          string chartCategoriesStr = string.Join("\t", (string []) Categories.ToArray(typeof(string)));

                          string chartPValuesStr             = string.Join("\t", (string[]) PValues.ToArray(typeof(string)));

                          string chartWValuesStr             = string.Join("\t", (string[]) WValues.ToArray(typeof(string)));

                          string chartQuoteAmount            = string.Join("\t", (string[]) QuoteValues.ToArray(typeof(string)));

                          debug(chartPValuesStr);

                          debug(chartCategoriesStr);

                          ChartSpaceClass       oChartSpace = new ChartSpaceClass ();

                          ChartChartTypeEnum    chartType;

                          switch (ChartType)

                                   case "1":

                                            chartType = ChartChartTypeEnum.chChartTypeArea;

                                            break;

                                   case "2":

                                            chartType = ChartChartTypeEnum.chChartTypeArea3D;

                                            break;

                                   case "3":

                                            chartType = ChartChartTypeEnum.chChartTypeBarClustered;

                                            break;

                                   case "4":

                                            chartType = ChartChartTypeEnum.chChartTypeBar3D;

                                            break;

                                   case "5":

                                            chartType = ChartChartTypeEnum.chChartTypeColumnClustered;

                                            break;

                                   case "6":

                                            chartType = ChartChartTypeEnum.chChartTypeColumn3D;

                                            break;

                                   case "7":

                                            chartType = ChartChartTypeEnum.chChartTypeDoughnut;

                                            break;

                                   case "8":

                                            chartType = ChartChartTypeEnum.chChartTypeLineStacked;

                                            break;

                                   case "9":

                                            chartType = ChartChartTypeEnum.chChartTypeLine3D;

                                            break;

                                   case "10":

                                            chartType = ChartChartTypeEnum.chChartTypeLineMarkers;

                                            break;

                                   case "11":

                                            chartType = ChartChartTypeEnum.chChartTypePie;

                                            break;

                                   case "12":

                                            chartType = ChartChartTypeEnum.chChartTypePie3D;

                                            break;

                                   case "13":

                                            chartType = ChartChartTypeEnum.chChartTypeRadarSmoothLine;

                                           break;

                                   case "14":

                                            chartType = ChartChartTypeEnum.chChartTypeSmoothLine;

                                            break;

                                   default:

                                            chartType = ChartChartTypeEnum.chChartTypeColumn3D;

                                            break;

                          if (chartType == ChartChartTypeEnum.chChartTypePie ||

                                   chartType == ChartChartTypeEnum.chChartTypePie3D ||

                                   chartType == ChartChartTypeEnum.chChartTypeDoughnut)

                                   oChartSpace.HasChartSpaceLegend = true;

                                   oChartSpace.ChartSpaceLegend.Position = ChartLegendPositionEnum.chLegendPositionBottom;

                          oChartSpace.Border.Color = "black";

                          oChartSpace.Charts.Add(0);

                          oChartSpace.Charts[0].HasTitle = true;

                          oChartSpace.Charts[0].Type = chartType;

                          oChartSpace.Charts[0].ChartDepth = 130;

                          oChartSpace.Charts[0].AspectRatio = 30;

                          oChartSpace.Charts[0].Title.Caption = this.Title;

                          oChartSpace.Charts[0].Title.Font.Name = this.Font;

                          oChartSpace.Charts[0].Title.Font.Size = 8;

                          oChartSpace.Charts[0].Title.Font.Bold = true;

                          oChartSpace.Charts[0].HasLegend = true;

                          //How many items you need per column.

                          for (int i = 0; i < 3; i++)

                                   oChartSpace.Charts[0].SeriesCollection.Add(i);

                                   oChartSpace.Charts[0].SeriesCollection[i].DataLabelsCollection.Add ();

                          if (chartType == ChartChartTypeEnum.chChartTypePie ||

                                   chartType == ChartChartTypeEnum.chChartTypePie3D ||

                                   chartType == ChartChartTypeEnum.chChartTypeDoughnut)

                                   oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].HasPercentage = true;

                                   oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].HasValue = false;

                                   oChartSpace.Charts[0].SeriesCollection[1].DataLabelsCollection[0].HasPercentage = true;

                                   oChartSpace.Charts[0].SeriesCollection[1].DataLabelsCollection[0].HasValue = false;

                                   oChartSpace.Charts[0].SeriesCollection[2].DataLabelsCollection[0].HasPercentage = true;

                                   oChartSpace.Charts[0].SeriesCollection[2].DataLabelsCollection[0].HasValue = false;

                          else

                                   oChartSpace.Charts[0].Axes[0].MajorUnit = 500000;

                                   oChartSpace.Charts[0].Axes[1].MajorUnit = 500000;

                                   //oChartSpace.Charts[0].Axes[2].MajorUnit = 100000;

                                   oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].HasPercentage = false;

                                   oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].HasValue = false;

                                   oChartSpace.Charts[0].SeriesCollection[1].DataLabelsCollection[0].HasPercentage = false;

                                   oChartSpace.Charts[0].SeriesCollection[1].DataLabelsCollection[0].HasValue = false;

                                   oChartSpace.Charts[0].SeriesCollection[2].DataLabelsCollection[0].HasPercentage = false;

                                   oChartSpace.Charts[0].SeriesCollection[2].DataLabelsCollection[0].HasValue = false;

                          //set data to chart

                          //oChartSpace.Charts[0].SeriesCollection[0].Caption = "Intäkt";

                          oChartSpace.Charts[0].SeriesCollection[0].Caption = "Potentional revenue";

                          oChartSpace.Charts[0].SeriesCollection[0].SetData (ChartDimensionsEnum.chDimCategories, Convert.ToInt32(ChartSpecialDataSourcesEnum.chDataLiteral), chartCategoriesStr);

                          oChartSpace.Charts[0].SeriesCollection[0].SetData (ChartDimensionsEnum.chDimValues, Convert.ToInt32(ChartSpecialDataSourcesEnum.chDataLiteral), chartPValuesStr);

                          oChartSpace.Charts[0].SeriesCollection[0].Interior.SetTwoColorGradient(ChartGradientStyleEnum.chGradientDiagonalDown, ChartGradientVariantEnum.chGradientVariantCenter, "Blue", "Silver");

                          //oChartSpace.Charts[0].SeriesCollection[1].Caption = "Viktad intäkt";

                          oChartSpace.Charts[0].SeriesCollection[1].Caption = "Weighted revenue";

                          oChartSpace.Charts[0].SeriesCollection[1].SetData(ChartDimensionsEnum.chDimCategories, Convert.ToInt32(ChartSpecialDataSourcesEnum.chDataLiteral), chartCategoriesStr);

                          oChartSpace.Charts[0].SeriesCollection[1].SetData(ChartDimensionsEnum.chDimValues, Convert.ToInt32(ChartSpecialDataSourcesEnum.chDataLiteral), chartWValuesStr);

                          oChartSpace.Charts[0].SeriesCollection[1].Interior.SetOneColorGradient(ChartGradientStyleEnum.chGradientDiagonalDown, ChartGradientVariantEnum.chGradientVariantCenter, 1, "Green");

                          //oChartSpace.Charts[0].SeriesCollection[2].Caption = "Aktiva offerter";

                          oChartSpace.Charts[0].SeriesCollection[2].Caption = "Active quotes";

                          oChartSpace.Charts[0].SeriesCollection[2].SetData(ChartDimensionsEnum.chDimCategories, Convert.ToInt32(ChartSpecialDataSourcesEnum.chDataLiteral), chartCategoriesStr);

                          oChartSpace.Charts[0].SeriesCollection[2].SetData(ChartDimensionsEnum.chDimValues, Convert.ToInt32(ChartSpecialDataSourcesEnum.chDataLiteral), chartQuoteAmount);

                          oChartSpace.Charts[0].SeriesCollection[2].Interior.SetOneColorGradient(ChartGradientStyleEnum.chGradientDiagonalDown, ChartGradientVariantEnum.chGradientVariantCenter, 1, "Black");

                          byte[]  byteArr = (byte[]) oChartSpace.GetPicture ("png", this.SizeX, this.SizeY);

                          return byteArr;

                 byte[] createChartNormal(string ChartType, string chartCategoriesStr, string chartValuesStr)

                          ChartSpaceClass       oChartSpace = new ChartSpaceClass ();

                          ChartChartTypeEnum    chartType;

                          switch (ChartType)

                                   case "1":

                                            chartType = ChartChartTypeEnum.chChartTypeArea;

                                            break;

                                   case "2":

                                            chartType = ChartChartTypeEnum.chChartTypeArea3D;

                                            break;

                                   case "3":

                                            chartType = ChartChartTypeEnum.chChartTypeBarClustered;

                                            break;

                                   case "4":

                                            chartType = ChartChartTypeEnum.chChartTypeBar3D;

                                            break;

                                   case "5":

                                            chartType = ChartChartTypeEnum.chChartTypeColumnClustered;

                                            break;

                                   case "6":

                                            chartType = ChartChartTypeEnum.chChartTypeColumn3D;

                                            break;

                                   case "7":

                                            chartType = ChartChartTypeEnum.chChartTypeDoughnut;

                                            break;

                                   case "8":

                                            chartType = ChartChartTypeEnum.chChartTypeLineStacked;

                                            break;

                                   case "9":

                                            chartType = ChartChartTypeEnum.chChartTypeLine3D;

                                            break;

                                   case "10":

                                            chartType = ChartChartTypeEnum.chChartTypeLineMarkers;

                                            break;

                                   case "11":

                                            chartType = ChartChartTypeEnum.chChartTypePie;

                                            break;

                                   case "12":

                                            chartType = ChartChartTypeEnum.chChartTypePie3D;

                                            break;

                                   case "13":

                                            chartType = ChartChartTypeEnum.chChartTypeRadarSmoothLine;

                                            break;

                                   case "14":

                                            chartType = ChartChartTypeEnum.chChartTypeSmoothLine;

                                            break;

                                   default:

                                            chartType = ChartChartTypeEnum.chChartTypeColumn3D;

                                            break;

                          if (chartType == ChartChartTypeEnum.chChartTypePie ||

                                   chartType == ChartChartTypeEnum.chChartTypePie3D ||

                                   chartType == ChartChartTypeEnum.chChartTypeDoughnut)

                                   oChartSpace.HasChartSpaceLegend = true;

                                   oChartSpace.ChartSpaceLegend.Position = ChartLegendPositionEnum.chLegendPositionBottom;

                          oChartSpace.Border.Color = "black";

                          oChartSpace.Charts.Add(0);

                          oChartSpace.Charts[0].HasTitle = true;

                          oChartSpace.Charts[0].Type = chartType;

                          oChartSpace.Charts[0].ChartDepth = 130;

                          oChartSpace.Charts[0].AspectRatio = 30;

                          oChartSpace.Charts[0].Title.Caption = this.Title;

                          oChartSpace.Charts[0].Title.Font.Name = this.Font;

                          oChartSpace.Charts[0].Title.Font.Size = 8;

                          oChartSpace.Charts[0].Title.Font.Bold = true;

                          oChartSpace.Charts[0].SeriesCollection.Add(0);

                          oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection.Add ();

                          if (chartType == ChartChartTypeEnum.chChartTypePie ||

                                   chartType == ChartChartTypeEnum.chChartTypePie3D ||

                                   chartType == ChartChartTypeEnum.chChartTypeDoughnut)

                                   oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].HasPercentage = true;

                                   oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].HasValue = false;

                          else

                                   oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].HasPercentage = false;

                                   oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].HasValue = true;

                          oChartSpace.Charts[0].SeriesCollection[0].Caption = string.Empty;

                          oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].Font.Name = this._Font;

                          oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].Font.Size = 6;

                          oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].Font.Italic = true;

                          oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].Font.Color = "black";

                          oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].Position = ChartDataLabelPositionEnum.chLabelPositionCenter;

                          oChartSpace.Charts[0].SeriesCollection[0].SetData (ChartDimensionsEnum.chDimCategories, Convert.ToInt32(ChartSpecialDataSourcesEnum.chDataLiteral), chartCategoriesStr);

                          oChartSpace.Charts[0].SeriesCollection[0].SetData (ChartDimensionsEnum.chDimValues, Convert.ToInt32(ChartSpecialDataSourcesEnum.chDataLiteral), chartValuesStr);

                          //oChartSpace.Charts[0].SeriesCollection[0].Interior.SetTwoColorGradient(ChartGradientStyleEnum.chGradientDiagonalDown, ChartGradientVariantEnum.chGradientVariantCenter, "Blue", "Silver");

                          //oChartSpace.Charts[0].SeriesCollection[0].DataLabelsCollection[0].NumberFormat = "0.00";

                          byte[]  byteArr = (byte[]) oChartSpace.GetPicture ("png", this.SizeX, this.SizeY);

                          return byteArr;

                          //                        HttpContext     ctx = HttpContext.Current;

                          //                        string          chartID = Guid.NewGuid ().ToString ();

//

                          //                        ctx.Session [chartID] = byteArr;

                          //                        imgChart.ImageUrl = string.Concat ("Chart.ashx?", chartID);

Dölja system vyer/anpassade vyer för användarna via teams (LEVEL 100)

Jonas Deibe — Fri, 10 Nov 2006 14:34:00 GMT

NYTT! http://blogs.msdn.com/crm/archive/2007/01/17/cascaded-security-privileges-and-sharing.aspx

I out-of-the-box för CRM 3.0 medföljer det diverse systemvyer som ej kan anpassas. I visa fall är de onödiga för kundens krav och ej önskvärda att de syns i listan av möjliga vyer. Det är även inte möjligt att ta bort system vyer från systemet på ett supporterat sätt.

Så hur får man bort ej önskvärda vyer för slutanvändaren utan att hacka databasen eller förstöra aspx sidorna?

Vyer Out-of-the-box för Kontakter

Vyer efter

Steg 1

Öppna Entiteten tex Kontaketer
-Välj vy'n "No campaigns..."
-Välj Action -> Sharing

Steg 2

-Välj add team. Jag har brukar använda mig av ett "Customization team" som utvecklarna tillhör.

Klart

-Logga in på din outlook klient med ett konto som inte är medlem i Customization Teamet.

Nu börjar jag blogga...

Jonas Deibe — Tue, 31 Oct 2006 10:10:00 GMT

Hej och Välkommen till min blogg!

Tanken är att försöka inspirera och sprida information kring Microsoft Dynamics CRM på svenska (Svengelska). Dela med mig av lösningsförslag och en del kod lär jag publicera här. Jag återkommer.. tills dess kan ni som är helt nya i produkten börja med att test den genom länkarna nedan.

Microsoft CRM 3.0 i virtual labs (På Engelska). Kräver ingen installation eller större nedladdning.
http://mscrm.demoservers.com/

Ladda ner senaste VPC finns endast på Engelska. Rätt så stora filer så sätt på den innan ni går hem för dagen..
http://www.microsoft.com/downloads/details.aspx?familyid=A8EDFC7B-01D8-4500-845B-01370D4EED21&displaylang=en