I sign up for Dynamic CRM online trial (30 days) and create an unmanaged custom solution (new fields, some custom entities, etc). Now, I want to export the unmanaged solution and import it to my Dynamic CRM On-Premise 2011 in my server (already get the latest rollup).
However, the solution is failed to be imported. The error message said that:
Import of solution * failed. The following components are missing
in your system and are not included in the solution...
There are two missing components shown. Both are web resource type, with name/Id: msdyn_/ActivityFeeds.Form.Js and msdyn_/RecordWall.htm and both are ActivityFeedsCore (1.0.5.3403) managed solution.
From what I've researched, (please correct me if I'm wrong), the problem is on the Dynamic CRM online Activity Feeds managed solution are already installed and in the Dynamic CRM on-premise, it isn't.
What should I do to be able to import the unmanaged solution without importing the Activity Feeds managed solution?
You need to use solutiondownlevelutility.exe included in the latest CRM 2011 SDK.
You can find a guide on MSDN:
http://msdn.microsoft.com/en-us/library/jj945276.aspx
Another option would be to:
- Import the Activity Feeds.
- Import your unmanaged solution.
- Delete the Activity Feeds.
You can find the activity feeds solution here : http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-activity-feeds-12884926310
Thanks,
Mario
Related
I'm building managed solution and created a new form on account. This form is unmanaged and because of that this managed solution can't be deleted from end users crm. Is there a possibility to create managed form in dynamics crm?
I didn't find it in documentation and saw no property in form xml that differ my form from managed ones.
I'm using Dynamics CRM 2016 version.
When you are working on your solution in your dev environment, all components will be unmanaged. When you export your solution you are given the option of exporting as managed or unmanaged; choosing managed will result in all components in your solution being managed.
You should distribute the appropriate version based on the need. For example, to move to a new dev environment, you would import the unmanaged version; when distributing your solution to clients, use the managed version.
Any unmanaged component can be deleted from an environment, so if you are unable to delete your managed solution from an environment, it's probably because of something unrelated to the unmanaged form. If the error message you are getting specifically references the unmanaged form, you could be running into a platform bug (we've encountered quite a few when importing/upgrading/deleting managed solutions).
I have a requirement to copy all Notes and Activities while converting Lead to Contact and vice versa.
When I Qualifying Lead to Contact I use my custom plugin which is triggered by QualifyLead event. There is no out of the box solution to convert Contact to Lead so I use my custom on-demand dialog. But this dialog unable to run my custom plugin (which will copy Notes and Activities from Contact to Lead).
Please help me to find a way to copy all this stuff from Contact to Lead.
You can create a Custom Workflow Activity with the code of your custom plugin and uses as step inside your on-demand dialog.
You can start from here:
http://msdn.microsoft.com/en-us/library/gg328515.aspx
Another way that you can do this is to simply reference the notes from the Lead in the Contact, Account, or Opportunity entities using an IFrame and some JavaScript as described in http://030bacf.netsolhost.com/WordPress/?cat=69 . Depending on how many records you have, potentially this could even be a better solution since you are only keeping one copy of the notes which will help keep the size of the database more manageable and performance better. Or you could use this solution for the notes and the solution recommended by Guido for the Activity records. I had to make a change to the URL used for CRM 2013 and have copied that part below.
//src="/"+context.getContext().getOrgUniqueName()+"/_controls/note/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false";
// change to this for CRM 2013
src=serverUrl+"/"+Xrm.Page.context.prependOrgName("/_controls/notes/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false");
I've been hunting all day trying to find some good examples/tutorials on how to pull data into Sharepoint 2013 from CRM 2011. The best thing I have found so far is a SP2010 example, but with VS2012 and SP2013 it seems like so much has changed, and trying to make that tutorial work isn't going well thus far.
I have no experience with SP; with CRM I have used the CrmSvcUtil.exe in the past to generate a class and use that within a .NET app in order to view/update data in CRM. I tried implementing this into my Visual Web Part, but I need to be able to add connection strings to the config file which it doesn't seem are recognized by the web part. I see that I can add a service reference to the CRM Organization service but I'm not sure if/how I can use that to query data. Any help is appreciated, or if anyone could point me in the direction of some good documentation. Thanks!
You have got couple of options.
(1) Use SharePoint 2013 client API.
Consume the client API from your CRM plugin / custom workflow to update the crm data to SharePoint 2013.
(2) Consume SharePoint 2013 webservices from CRM plugin / custom workflow.
I don't think this works in sandbox based solution.
I need to import millions of records into a CRM 2011 Online entities. Is there any efficient way to do it?
With CRM 2011 Online you have different ways:
Use the standard Import Data Wizard functionality
Use CRM Web Services to get the additional capabilities for import
data, more details here: Import Data in Microsoft Dynamics CRM
Use CRM Web Services to build your own import tool using the new ExecuteMultipleRequest, more details here: Use ExecuteMultiple to Improve Performance for Bulk Data Load
Use an integration software as Scribe
Which one is more efficient between these methods depends on your crm structure, the source of your data, the complexity of the transformation, etc.
There are a couple of other import tools for importing data SSIS integration toolkit is one and Import manager another
We have a CRM migration tool that allows you to import data into CRM, both on-premise and online using the bulk import functionality which CRM provides.
Our product supports multiple table mappings per migration project, defining multiple data sources, and when you are done running your import in development, you can clone the connections into a new environment , for example SIT, UAT or PROD and re-run your import against there when ready. No coding required, so essentially anyone with BA / DB schema knowledge can use this tool to perform migration imports.
http://www.splsolutions.com.au
Any questions, please feel free to get in touch with us.
cheers,
Paul
This tutorial might help. It shows how to send data stored in a SQL database to MSCRM 4.0 via CRM Web Services using SSIS.
The comments mention alternative options.
http://blogs.msdn.com/b/crm/archive/2008/05/07/integrating-crm-using-sql-integration-services-ssis.aspx
I am adding a service reference in VS.NET 2010 using
http://[orgname].api.crm.dynamics.com/XrmServices/2011/Organization.svc?wsdl
URL but it doesn't get the entities from the CRM, just get rest of the information
so how do it add reference to it, i have checked
http://bingsoft.wordpress.com/2010/10/21/crm-2011-beta-discovery-and-web-service-urls/
Have you tried using the crmsvcutil tool. http://msdn.microsoft.com/en-us/library/ff681561.aspx
Here you can find the steps (they are pretty straightforward) you need to follow to work with your CRM Online instance. You use the crmsvcutil.exe tool to generate the metadata of your organization.