Tuesday, October 4, 2011

When was the last time a user logged in?

Recently, I was asked to look into which users where using our production MSCRM 2011 environment. Prior to MSCRM 2011, you could get a rough idea of which users where accessing CRM by looking through IIS logs. However, this was tedious and it was not very accurate, since the Outlook Client traffic is included in the IIS logs. Luckily, Microsoft made life easier with CRM 2011 and included a column named LastAccessTime in the SystemUserOrganizations table of the MSCRM_CONFIG database. To get the LastAccessTime for your users, you can run the query below from your Organization database, #ORGNAME#_MSCRM.
FROM SystemUser SU
  INNER JOIN [MSCRM_CONFIG].[dbo].[SystemUserOrganizations] SUO ON SUO.CrmUserId = SU.SystemUserId
  INNER JOIN [MSCRM_CONFIG].[dbo].[SystemUserAuthentication] SUA ON SUA.UserId = SUO.UserId
ORDER BY SU.DomainName
I want to credit Results on Demand who posted the query that inspired mine. You can see their version of the query that runs from the MSCRM_CONFIG database at http://www.resultondemand.nl/support/blog/post/How-to-get-the-last-login-date-and-time-of-a-CRM-user-(MSCRM-2011).aspx

Sunday, October 2, 2011

When was the last time a report ran in MSRM?

I was recently asked if it was possible to determine the last time a MSCRM report was run. To get this information you will need read access to the report server db and read access to the Reports table of your CRM instance. You can then run the this query
--NOTE!!! This query is designed to run on SSRS 2008 R2
--Replace #REPORT SERVER DB# with the name of the your SSRS DB 
--Replace #CRM DB NAME# with the name of the your CRM DB

;WITH theExecution AS (
    C.Name as reportid,
  FROM Executionlog E  
  INNER JOIN Catalog C on C.ItemID = E.ReportID AND C.Type = 2 AND C.Path LIKE '#CRM DB NAME#%'  
  AND E.Format = 'RPL'
), numberTimesRun AS (
  COUNT(*) NumberTimesRan
  FROM theExecution TE
  GROUP BY te.reportid
R.ModifiedOn LastModifiedOn,
TE.TimeEnd LastTimeGenerated,
FROM [RGA_MSCRM].[dbo].Report R
  LEFT OUTER JOIN theExecution TE ON TE.reportid = r.ReportId AND TE.rowNumber = 1
  LEFT OUTER JOIN numberTimesRun NTR ON NTR.reportid = r.ReportId
R.ispersonal = 0 --Exclude Personal reports 
Running this query will return a result set that looks like the below report but with more data.

ReportId ReportName FileNameLastModifiedOn LastTimeGenerated NumberTimesRan
7AD95C7E-737A-DF11-AB37-00145EED82FA Account Distribution Account Distribution.rdl2011-07-24 02:11:35.000 NULL 80
AAA85E84-737A-DF11-AB37-00145EED82FA Account Distribution Detail Account Distribution Detail.rdl 2011-07-24 02:11:35.000 NULL 80
82D95C7E-737A-DF11-AB37-00145EED82FA Account Overview Account_Overview.rdl 2011-09-30 20:06:08.000 2011-09-30 15:15:07.290 221

On thing to keep in mind when you report is that by default, SSRS log entries are kept 60 days. Entries that exceed this date are removed at 2:00 A.M. every day. On a mature installation, only 60 days of information will be available at any given time. You can read more about the SSRS execution log at http://msdn.microsoft.com/en-us/library/ms159110.aspx.

Saturday, October 1, 2011

What are the valid RootComponent types in the solution.xml file?

Recently, I needed to add a new RootComponent node to the soltuion.xml file for a Plugin Assembly, but I did not know the correct value for the type attribute. Unfortunately, a look at MSDN and Technet for the SDK didn't turn up any anything for the schema of the solution.xml file and a Google search turned up limited information for a few of the valid values. Well, I was sure that this information was stored somewhere in the CRM database. The query below is the result of my efforts.
SM.AttributeValue [type],
SM.Value [Description]
FROM StringMap SM
SM.AttributeName = 'componenttype'
SM.ObjectTypeCode = 7103
Running this query against the CRM database will give you a list of all the valid values for the type attribute of RootComponent node. For reference, I have included the results I got when I ran the above query.
  • <RootComponent type="1" is for a Entity
  • <RootComponent type="2" is for a Attribute
  • <RootComponent type="3" is for a Relationship
  • <RootComponent type="4" is for a Attribute Picklist Value
  • <RootComponent type="5" is for a Attribute Lookup Value
  • <RootComponent type="6" is for a View Attribute
  • <RootComponent type="7" is for a Localized Label
  • <RootComponent type="8" is for a Relationship Extra Condition
  • <RootComponent type="9" is for a Option Set
  • <RootComponent type="10" is for a Entity Relationship
  • <RootComponent type="11" is for a Entity Relationship Role
  • <RootComponent type="12" is for a Entity Relationship Relationships
  • <RootComponent type="13" is for a Managed Property
  • <RootComponent type="20" is for a Role
  • <RootComponent type="21" is for a Role Privilege
  • <RootComponent type="22" is for a Display String
  • <RootComponent type="23" is for a Display String Map
  • <RootComponent type="24" is for a Form
  • <RootComponent type="25" is for a Organization
  • <RootComponent type="26" is for a Saved Query
  • <RootComponent type="29" is for a Workflow
  • <RootComponent type="31" is for a Report
  • <RootComponent type="32" is for a Report Entity
  • <RootComponent type="33" is for a Report Category
  • <RootComponent type="34" is for a Report Visibility
  • <RootComponent type="35" is for a Attachment
  • <RootComponent type="36" is for a Email Template
  • <RootComponent type="37" is for a Contract Template
  • <RootComponent type="38" is for a KB Article Template
  • <RootComponent type="39" is for a Mail Merge Template
  • <RootComponent type="44" is for a Duplicate Rule
  • <RootComponent type="45" is for a Duplicate Rule Condition
  • <RootComponent type="46" is for a Entity Map
  • <RootComponent type="47" is for a Attribute Map
  • <RootComponent type="48" is for a Ribbon Command
  • <RootComponent type="49" is for a Ribbon Context Group
  • <RootComponent type="50" is for a Ribbon Customization
  • <RootComponent type="52" is for a Ribbon Rule
  • <RootComponent type="53" is for a Ribbon Tab To Command Map
  • <RootComponent type="55" is for a Ribbon Diff
  • <RootComponent type="59" is for a Saved Query Visualization
  • <RootComponent type="60" is for a System Form
  • <RootComponent type="61" is for a Web Resource
  • <RootComponent type="62" is for a Site Map
  • <RootComponent type="63" is for a Connection Role
  • <RootComponent type="70" is for a Field Security Profile
  • <RootComponent type="71" is for a Field Permission
  • <RootComponent type="90" is for a Plugin Type
  • <RootComponent type="91" is for a Plugin Assembly
  • <RootComponent type="92" is for a SDK Message Processing Step
  • <RootComponent type="93" is for a SDK Message Processing Step Image
  • <RootComponent type="95" is for a Service Endpoint

Friday, July 15, 2011

CRM 2011 - Caller is not an owner for SubscriptionID Error

Over the past few weeks my team has been working on reviewing and revising our CRM environment in preparation to migrate to CRM 2011. As part of the preparation we have been testing the offline client and in doing so one of my devs ran into the error message of "Caller 2222222-2222-2222-2222-22222222 is not an owner for SubscriptionID 00000000-0000-0000-0000-000000000000" when attempting to go offline.

Now this odd as my devs CallerId\SystemUserId was 11111111-1111-1111-1111-111111111111 and not 2222222-2222-2222-2222-22222222, which is the SystemUserId for our TestUser1. So why was the outlook client making a call as another user? Well I after doing some initial investigation I conclude that it would just be faster to reconfigured the Outlook client, so we started the configuration wizard and typed in our server URL and hit the ‘Test Connection …’ button.  However, when it finished it showed that my dev authenticated as DOMAIN\TestUser1.

What! How is this happening? So I ask my dev, "Are you logged in as DOMAIN\TestUser1?" To which he replies, "No."  Okay, so how was the Outlook client getting another user’s credentials when it authenticates against the CRM server. Well it turned out that my dev had told IE to store the user name and password for Domain\TestUser1 when he was testing the CRM 2011 web client. We found this by going to Control Panel > User Accounts

And then clicking the ‘Manage Passwords’ button on the Advanced tab, which displays after clicking ‘User Account’

Clicking the ‘Manage Passwords’ button displays a form that lists sites that have user name and passwords saved.

When I clicked on the entry for crm.domain.com I saw the following

So to remove the entry we just selected the row for crm.domain.com and clicked the ‘Remove’ button. Once this was done we were able to reconfigure the CRM Outlook client and have it authenticate as my dev.  He wa then was able to go offline with the CRM 2011 Outlook client.

Friday, July 8, 2011

Decreasing 401 Responses

Did you know that Microsoft's CRM services team has a blog that has a wealth of information about CRM performance and other odds and ends? Hopefully you did and you saw their post titled How to Decrease 401 Responses in CRM Web Traffic. I read through it and applied their suggestions and my IIS logs now reflect about a 35% reduction in requests. That is huge considering that my user base is global and traffic is at a premium on our network. I recommend you check out the Dynamics CRM in the Field blog at https://community.dynamics.com/product/crm/crmtechnical/b/crminthefield/default.aspx and also take a look at their How to Decrease 401 Responses in CRM Web Traffic post.

Saturday, July 2, 2011

CRM 2011 - Adding scrollbars to a sub-grid

The sub-grid control in CRM 2011 is fantastic and it has replaced a lot of script I use to write. Unfortunately, as of Roll Up 2 you can only specify the number of record to display on a sub-grid. This in turn determines how many records are on each page of the sub-grid and how the sub-grid appears when it is rendered on a form. Well if your users are like mine, they do not want to page through the the sub-grid at 5,10, or X records a page. No, what they want is to have the paging set to 250 records per page and scroll through the records. While you can have a sub-grid display 250 records at a time, you can not constrain it to a specific height and force it to scroll.

Well to get around this issue you can use the script below which sets the RecordsPerPage and maxrowsbeforescroll parameters of the sub-grid and adjusts the height of #SUB-GRID ID#_divDataArea div element of the sub-grid. The RecordsPerPage and maxrowsbeforescroll parameters and passed to the web service that renders the sub-grid and controls how many reds care visible at a given time in a sub-grid when it is rendered. Please let me know if you find any issues of have a have a better method for addressing this particular issue.

//Warning: This code below is not supported by Microsoft

//Place this code at the start of your script
function setSubgridHeight(grdID, noRecordsDisplay, noRecordsPerPage, forceRefresh) {
/// <summary>
/// Causes sub-grid to scroll by setting the number of records to be displayed and 
/// </summary>
/// <param name="grdID" type="string">
/// ID of sub-grid *required
/// </param>
/// <param name="noRecordsDisplay" type="int">
/// Controls height of sub-grid and how many recors are displayed
/// Before applying scrolling
/// </param>
/// <param name="noRecordsPerPage" type="int">
/// Determines number of records to display per page.  If not provided
/// The value defined in the form editor will be used
/// </param>  
/// <returns type="nothing" />
  if (!IsNull(grdID)) {                
    var tbl = $("#" + grdID);

    //Adjust the sub-grid page size if desired, otherwise this is controlled by the form editor
    if (!IsNull(noRecordsPerPage)) {
      //Get reference to divGridProps element of desired grid.
      //Microsoft stores property infomrmaiton about the sub-grid within this element
      var divProps = $("#divGridProps", tbl);
      $("#recsPerPage", divProps).attr("value", noRecordsPerPage);  //Controls number of rows returned by data provider and sets the page size for the sub-grid

    //Get reference to divGridParams element of desired grid.
    //Microsoft stores parameter infomrmaiton about the sub-grid within this element  
    var divParams = $("#divGridParams", tbl);  

    noRecordsDisplay = (IsNull(noRecordsDisplay) ? "5" : noRecordsDisplay);  //Default to 5 visible records at a time

    $("#RecordsPerPage", divParams).attr("value", noRecordsDisplay);  //Controls number of rows displayed in output table
    $("#maxrowsbeforescroll", divParams).attr("value", noRecordsDisplay);  //Force scroll bar to display if more records included than desired to display
    //Clear all of the empty TR that are added to fill the table height
    var tb = $("#" + grdID + "_d").parent().parent();
    $("tr", tb).filter(function(index) { return $(this).html() == ""; }).remove();

    //Now resize the data area of the grid
    $("#" + grdID + "_divDataArea").css("height", ((noRecordsDisplay - 1) * 25) + "px");
    //Refresh the grid if desired
    if(forceRefresh) { document.getElementById(grdID).control.refresh(); }
  } else {
    throw Error.argument("grdID", "grdID is null or undefined")

//To use you would write something like 
setSubgridHeight(#SUB-GRID ID#, 10, null, false);

Friday, July 1, 2011

How to get the Entity Type Code / Object Type Code in CRM 2011 - Part 2

This is a followup to my previous post about How to get the Entity Type Code in CRM 2011. While that method works, it requires you to go to a page and manually get the type code for the entity. What we really need is a way through script to get the entity type code / object type code by passing an entity name. Well, the code below uses Microsoft's own logic and will return the entity type code / object type code for the entity name you provide it.  Let me know if you have any trouble or have any suggestions on how to improve this.

var getObjectTypeCode = function(entityName) {
/// <summary>
/// Gets the EntityTypeCode / ObjectTypeCode of a entity
/// </summary>
/// <param name="entityName" type="string">
/// Name of entity to return object type code of
/// </param>
/// <returns type="int" /> 
 var lookupService = new RemoteCommand("LookupService", "RetrieveTypeCode");
 lookupService.SetParameter("entityName", entityName);
 var result = lookupService.Execute();

 if (result.Success && typeof result.ReturnValue == "number") {
  return result.ReturnValue;
 } else {
  return null;