Dynamics CRM Performance / Diagnostics

How to validate CRM Performance in Internet Explorer or Google Chrome

Diagnostics:

Append tools/diagnostics/diag.aspx at the end of your CRM URL

https://<CRM_URL>/tools/diagnostics/diag.aspx

(<CRM_URL>  = Provide your CRM URL here)

It will provide the CRM Diagnostics

Internet Explorer: CRM Performance Center

  1. Use Ctrl+Shift+Q
  2. Click on “Enable”
  3. Click on “Refresh”

Google Chrome: CRM Performance Center

  1. Use Ctrl+Shift+Alt+Q
  2. Click on “Enable”
  3. Click on “Refresh”

 

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Posted in CRM New Features, Performance

List of custom Plug-in SDK steps

How to find the list of custom plug-in SDK steps using Advance Find:

Go To Advance Find:

Mention below two criteria to find the list of custom plugin SDK steps

Event Handler     Does Not Contain       Microsoft

Name                     Does Not Contain       Activityfeed

AF_PluginSteps

Posted in Advance Find, CRM Query, Solution

CRM Status and Status Reason Default Value

Default status and status reason values

This topic lists the default State and Status Reason values for system entities that do not use the default values shown in the following table.

State Status Reason
0 : Active 1 : Active
1 : Inactive 2 : Inactive

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

This topic lists the default State and Status Reason values for system entities that do not use the default values shown in the following table.

State Status Reason
0 : Active 1 : Active
1 : Inactive 2 : Inactive
State Status Reason
0 : Open 1 : Open
1 : Completed 2 : Completed
2 : Canceled 3 : Canceled
3 : Scheduled 4 : Scheduled

 Appointment entity 

State Status Reason
0 : Open 1 : Free
2 : Tentative
1 : Completed 3 : Completed
2 : Canceled 4 : Canceled
3 : Scheduled 5 : Busy
6 : Out of Office

Article entity

State Status Reason
1 : Draft 1 : Draft
2 : Unapproved 2 : Unapproved
3 : Published 3 : Published
State Status Reason
0 : Active 1 : Enabled
1 : Inactive 2 : Disabled
State Status Reason
0 : Ready 0 : Waiting For Resources
1 : Suspended 10 : Waiting
11 : Retrying
12 : Paused
2 : Locked 20 : In Progress
21 : Pausing
22 : Canceling
3 : Completed 30 : Succeeded
31 : Failed
32 : Canceled
State Status Reason
0 : Active 0 : Proposed
1 : Ready To Launch
2 : Launched
3 : Completed
4 : Canceled
5 : Suspended
1 : Inactive 6 : Inactive
State Status Reason
0 : Open 1 : Proposed
0 : In Progress
4 : Pending
5 : System Aborted
6 : Completed
1 : Closed 2 : Closed
2 : Canceled 3 : Canceled
State Status Reason
0 : Open 1 : Open
1 : Closed 2 : Closed
2 : Canceled 3 : Canceled

Case entity

State Status Reason
0 : Active 1 : In Progress
2 : On Hold
3 : Waiting for Details
4 : Researching
1 : Resolved 5 : Problem Solved
1000 : Information Provided
2 : Canceled 6 : Canceled
2000 : Merged

Case Resolution entity

State Status Reason
0 : Open 1 : Open
1 : Completed 2 : Closed
2 : Canceled 3 : Canceled

Column Mapping entity

State Status Reason
0 : Active 1 : Active

Contract entity

State Status Reason
0 : Draft 1 : Draft
1 : Invoiced 2 : Invoiced
2 : Active 3 : Active
3 : On Hold 4 : On Hold
4 : Canceled 5 : Canceled
5 : Expired 6 : Expired

Contract Line entity 

State Status Reason
0 : Existing 1 : New
1 : Renewed 2 : Renewed
2 : Canceled 3 : Canceled
3 : Expired 4 : Expired

Data Import entity

State Status Reason
0 : Active 0 : Submitted
1 : Parsing
2 : Transforming
3 : Importing
4 : Completed
5 : Failed

Discount List entity

State Status Reason
0 : Active 100001 : Active
1 : Inactive 100002 : Inactive
State Status Reason
0 : Inactive 0 : Unpublished
1 : Publishing
1 : Active 2 : Published
State Status Reason
0 : Open 1 : Draft
8 : Failed
1 : Completed 2 : Completed
3 : Sent
4 : Received
6 : Pending Send
7 : Sending
2 : Canceled 5 : Canceled
State Status Reason
0 : Open 1 : Open
1 : Completed 2 : Completed
3 : Sent
4 : Received
2 : Canceled 5 : Canceled
State Status Reason
0 : Active 0 : Open
1 : Inactive 1 : Closed
2 : Discarded
State Status Reason
0 : Active 0 : Open
1 : Inactive 1 : Closed

Import Data entity

State Status Reason
0 : Active 0 : Active

Import Entity Mapping entity

State Status Reason
0 : Active 1 : Active
State Status Reason
0 : Active 0 : Active
State Status Reason
0 : Active 0 : Submitted
1 : Parsing
2 : Transforming
3 : Importing
4 : Completed
5 : Failed
State Status Reason
0 : Active 1 : New
2 : Partially Shipped
4 : Billed
5 : Booked (applies to services)
6 : Installed (applies to services)
1 : Closed (deprecated) 3 : Canceled (deprecated)
7 : Paid in Full (deprecated)
2 : Paid 100001 : Complete
100002 : Partial
3 : Canceled 100003 : Canceled

Lead entity

State Status Reason
0 : Open 1 : New
2 : Contacted
1 : Qualified 3 : Qualified
2 : Disqualified 4 : Lost
5 : Cannot Contact
6 : No Longer Interested
7 : Canceled
State Status Reason
0 : Open 1 : Open
2 : Draft
1 : Completed 3 : Received
4 : Sent
2 : Canceled 5 : Canceled
State Status Reason
0 : Active 0 : Active
State Status Reason
0 : Active 0 : Active
State Status Reason
0 : Active 0 : Active
1 : Inactive 1 : Inactive
State Status Reason
0 : Open 1 : In Progress
2 : On Hold
1 : Won 3 : Won
2 : Lost 4 : Canceled
5 : Out-Sold
State Status Reason
0 : Open 1 : Open
1 : Completed 2 : Completed
2 : Canceled 3 : Canceled
State Status Reason
0 : Active 1 : New
2 : Pending
1 : Submitted 3 : In Progress
2 : Canceled 4 : No Money
3 : Fulfilled 100001 : Complete
100002 : Partial
4 : Invoiced 100003 : Invoiced
State Status Reason
0 : Open 1 : Open
1 : Completed 2 : Completed
2 : Canceled 3 : Canceled
State Status Reason
0 : Active 0 : Active
State Status Reason
0 : Active 1 : Enabled
1 : Inactive 2 : Disabled
State Status Reason
0 : Open 1 : Open
1 : Completed 2 : Made
4 : Received
2 : Canceled 3 : Canceled
State Status Reason
0 : Active 100001 : Active
1 : Inactive 100002 : Inactive
State Status Reason
0 : Draft 1 : Draft
1 : Activated 2 : Activated
State Status Reason
0 : Incomplete 1 : Not Started
2 : In Progress
3 : Paused
1 : Complete 4 : Completed
5 : Canceled
6 : Failed
State Status Reason
0 : Active 1 : Active
1 : Inactive 2 : Inactive
State Status Reason
0 : Active 1 : Active
1 : Inactive 2 : Inactive
State Status Reason
0 : Open 1 : Pending
2 : In Progress
1 : Closed 3 : Aborted
4 : Completed
2 : Canceled 5 : Canceled
State Status Reason
0 : Draft 1 : In Progress
1 : Active 2 : In Progress
3 : Open
2 : Won 4 : Won
3 : Closed 5 : Lost
6 : Canceled
7 : Revised
State Status Reason
0 : Open 1 : Open
1 : Completed 2 : Completed
2 : Canceled 3 : Canceled
State Status Reason
0 : Open 1 : Free
2 : Tentative
1 : Completed 3 : Completed
2 : Canceled 4 : Canceled
3 : Scheduled 5 : Busy
6 : Out of Office
State Status Reason
0 : Active 0 : Open
1 : Inactive 1 : Closed
State Status Reason
0 : Active 1 : Active
3 : All
1 : Inactive 2 : Inactive
State Status Reason
0 : Enabled 1 : Enabled
1 : Disabled 2 : Disabled
State Status Reason
0 : Open 1 : Requested
2 : Tentative
1 : Closed 8 : Completed
2 : Canceled 9 : Canceled
10 : No Show
3 : Scheduled 3 : Pending
4 : Reserved
6 : In Progress
7 : Arrived
State Status Reason
0 : Ready 0 : Waiting For Resources
1 : Suspended 10 : Waiting
2 : Locked 20 : In Progress
21 : Pausing
22 : Canceling
3 : Completed 30 : Succeeded
31 : Failed
32 : Canceled
State Status Reason
0 : Open 2 : Not Started
3 : In Progress
4 : Waiting on someone else
7 : Deferred
1 : Completed 5 : Completed
2 : Canceled 6 : Canceled
State Status Reason
0 : Active 0 : Active

Reference:

https://technet.microsoft.com/en-us/library/dn531157.aspx

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Posted in CRM Internal, CRM Query

Registry setting to use Dynamics 365 for tablet

Update the registry on unmanaged mobile devices using the Registry Editor:

You can change the registry on each Windows 8.1 or later device like this

  1. Start Registry Editor.

  2. Before making changes to your registry, make a backup. Click File > Export, and then enter your settings.

  3. Locate the following registry subkey: HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVersion\policies

  4. Right-click or tap policies, point to New, and then click Key.

  5. Type Packages, and then press ENTER.

  6. Right-click or tap Packages, point to New, and then click Key.

  7. Type Applications, and then save the text.

  8. Right-click or tap Applications, point to New, and then click DWORD (32-bit) Value.

  9. Type EnableDynamicContentUriRules and then save the text.

  10. Right-click or tap EnableDynamicContentUriRules, and then click Modify.

  11. Type 1 in the Value Data box, and then click OK.

  12. Right-click or tap Applications, point to New, and then click Key.

  13. Type ContentUriRules, and then save the text.

  14. Right-click or tap ContentUriRules, point to New, and then click String Value.

  15. Type 1, and then save the text.

  16. Right-click or tap 1, and then click Modify.

  17. Type your Dynamics 365 organization’s URL in the Value Data box (for example, https://contoso.com), and then click OK.

  18. Exit Registry Editor.

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Posted in CRM Mobile

CRM System Setting: Allow messages with unresolved email recipients to be sent

CRM System Setting: Allow messages with unresolved email recipients to be sent

Verify below two settings:

Setting-1:

Go to CRM –> Settings –> Administration –> System Settings

Click on “E-mail” tab and scroll down to “Allow messages with unresolved email recipients to be sent”

e-mail-setting

Setting-2:

Approve the primary e-mail address of the user through which id you want to send the e-mail.

user-email-address

 

Note: In case of CRM on-line after approving the e-mail address it takes few hours for CRM to allow sending emails.

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Posted in CRM New Features

Issue with Removing Lead entity from Tablet navigation

Issue:

When unchecked “Enable for mobile” option and click on “Save” getting the same error.

leadentityissue

Error from the log file:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: You need to enable this entity for mobile before you can enable it for mobile offline.Detail:

http://www.w3.org/2001/XMLSchema-instance&#8221; xmlns=”http://schemas.microsoft.com/xrm/2011/Contracts“>

-2147220989

http://schemas.datacontract.org/2004/07/System.Collections.Generic&#8221; />

You need to enable this entity for mobile before you can enable it for mobile offline.

2016-09-09T16:12:23.3310519Z

 

 

 

 Solution:

Use below query to update the entity and after that reset IIS.

Update entity set IsOfflineInMobileClient = 0

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Posted in CRM Error, CRM Query

Dynamics CRM – How to find duplicate plug-in steps

Use below query to find the duplicate plug-in steps. If count is greater than 1 means it is duplicate step.

SELECT name, PluginTypeId, plugintypeidname, count(*)
FROM SdkMessageProcessingStep
WHERE IsManaged = 0
and name <> ‘ObjectModel Implementation’
and name <> ”
and name not like’%activityfeed%’
GROUP BY name,PluginTypeId, plugintypeidname
HAVING count(*)>1

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Posted in CRM New Features

Microsoft Dynamics CRM – How to find duplicate reports?

img_2289Use below query to find the duplicate reports in your Organization.

SELECT name FROM Report

GROUP BY name HAVING count(*)>1

 

Posted in CRM Query

MS CRM – Where my e-mail attachments are stored?

img_0496Where my e-mail attachments are stored?

Attachments in CRM are stored in ActivityAttachment – “Body” column.

SELECT * FROM ActivityAttachment

If there is no attachment then FileSize will be Zero.

Posted in CRM Query

Get CRM list of Plug-in using SQL Query

img_0449Use below query:

SELECT DISTINCT
c.LogicalName,
a.EventHandlerName,
a.SdkMessageIdName,
case a.Stage
when 10 then ‘Pre Validation’
when 20 then ‘Pre’
when 30 then ”
when 40 then ‘Post’
when 50 then ‘Post (Deprecated)’
end as Stage,
case a.Mode
when 0 then ‘Synchronous’
when 1 then ‘Asynchronous’
end as Mode
FROM
SdkMessageProcessingStep a
INNER JOIN SdkMessageFilter b on a.SdkMessageFilterId = b.SdkMessageFilterId
INNER JOIN MetadataSchema.Entity c on c.ObjectTypeCode = b.PrimaryObjectTypeCode
WHERE a.IsHidden = 0
ORDER BY c.LogicalName, a.EventHandlerName

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Posted in CRM Query