CRM Genral Queries

BASIC SECURITY PERMISSIONS

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DMT Business Unit

User1, User2

Scenario1:User 1 & 2 wants to see all the data under their BU/business unit, but both users can edit only their own data

Say records are created and assigned to them self

Entity: dmt_test

Security Role should be: dmt_test READ BU LEVEL, WRITE USER LEVEL

Scenario 2: User 1 & 2 are under TEAM UD and wants to see only their team data, but can edit only their own - COULD NOT ACHIEVE IT - 

Say records are created and assigned to them self

Entity: dmt_test

Security Role should be: dmt_test READ USER LEVEL, WRITE USER LEVEL

Create a security role for TEAM UD: dmt_test READ USER LEVEL

Scenario 3: User 1 & 2 are under TEAM UD and wants to see & edit only their team data

In this case records should be assigned to TEAMS

Entity: dmt_test

Create a security role for TEAM UD: dmt_test READ USER LEVEL

SITEMAP PERMISSION

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Sitemap has main menu URBAN DEVELOPMENT, under that SERVICE REQUEST and PROJECT

TO view SERVICE REQUEST

User should have read access to Service Request entity

In Sitemap, under SERVICE REQUEST sub area, create a Privilege and give entity name as service request and give read access

If Privilege not given, to view Urban development, user should have access to all the sub areas under UD

http://www.crmconsultants.co.uk/creating-a-role-based-sitemap-navigation-in-dynamics-crm/

BASIC PERMISSION REQUIRED FOR CRM USER LOGIN

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https://www.inogic.com/blog/2016/11/minimum-privileges-required-to-login-microsoft-dynamics-365/

Navigate to Business Management Tab,

• Grant Read (Organization Level) Privilege for the Organization entity.

• Grant Read (Business Unit Level) Privilege for the User entity.

• Grant Read (Organization Level), Append (Organization Level), Append To (Organization Level) Privilege for the Currency entity.

This is it for the Business Management Tab.

Next, navigate to Core Records Tab,

• Grant Create (Organization Level), Read (Organization Level), Append (Organization Level), Append To (Organization Level) Privilege for the Post Entity.

• Grant Create (User Level), Read (User Level) Privilege for the User Entity UI Settings

Next, navigate to Customization Tab,

Grant the Privileges as per the below screenshot.

PERMISSION REQIRED FOR ACCESSING SHAREPOINT

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Core Records:

Document Locations: Read, Append and Append To

Sharepoint Site: Read, Append, Append To

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select top 100 * from List where listname like '%partic%' ---list id BEC96ECA-EE21-E611-80D3-02BFC0A868F5
 select top 100 * from ListMember where listname like '%partici%'

  select * from ListMember where listid in('BEC96ECA-EE21-E611-80D3-02BFC0A868F5') --

  select * from Contact where contactid='735BC795-633F-E511-8A45-005056911DB0'

  bec96eca-ee21-e611-80d3-02bfc0a868f5

Select  * from  [MetadataSchema].[Attribute] a  inner join [MetadataSchema].[Entity] e on  e.EntityId=a.EntityId where e.Name='entity name'

Add CRM tracing using Windows PowerSHell

Register the cmdlets

1. Log in to the administrator account on your Microsoft Dynamics CRM server.
2. In a Windows PowerShell window, type the following command:
   Add-PSSnapin Microsoft.Crm.PowerShell

This command adds the Microsoft Dynamics CRM Windows PowerShell snap-in to the current session. The snap-in is registered during the installation and setup of the Microsoft Dynamics CRM server.

To obtain a list of the current settings, type the following command:

Get-CrmSetting TraceSettings

The output will resemble the following:

CallStack     : True Categories    : *:Error Directory     : c:\crmdrop\logs Enabled       : False FileSize      : 10 ExtensionData : System.Runtime.Serialization.ExtensionDataObject 

Set the trace settings

1. Type the following command:
   $setting = Get-CrmSetting TraceSettings
2. Type the following command to enable tracing:
   $setting.Enabled=$True
3. Type the following command to set the trace settings:
   Set-CrmSetting $setting
4. Type the following command to get a current list of the trace settings:
   Get-CrmSetting TraceSettings

To disable tracing through Windows PowerShell, follow these same steps, except use the following command in step 2:

$setting.Enabled=$False

Note The format of the example commands for each value should be as follows:
$setting.Enabled=$EnabledValue ($True or $False)

$setting.CallStack=$StackValue ($True or $False)

$setting.Categories="*:Verbose"

$setting.Directory="C:\Program Files\Microsoft Dynamics CRM\Trace"

$setting.FileSize=10


The output will resemble the following:

CallStack     : True Categories    : *:Error Directory     : c:\crmdrop\logs Enabled       : True FileSize      : 10 ExtensionData : System.Runtime.Serialization.ExtensionDataObject 

Microsoft Dynamics CRM 4.0, 2011, and 2013 trace log file locations

When you create a trace in Microsoft Dynamics CRM, the Trace Directory registry key is ignored. For tracing on the Microsoft Dynamics CRM, the trace log file is created in the following folder:

Drive:\Program Files\Microsoft Dynamics CRM\Trace

For tracing on the Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook and for tracing on Microsoft Dynamics CRM 4.0 Data Migration Manager, the trace log file is created in the following folder if you do not have Update Rollup 7 or a later cumulative update:

DriveName:\Documents and Settings\ InstallingUser \Application Data\Microsoft\MSCRM\Traces

For tracing on the Microsoft Dynamics CRM 2011 or 2013 client for Microsoft Office Outlook and the Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook and for tracing on Microsoft Dynamics CRM 4.0 Data Migration Manager, the trace log file is created in the following folder if you have Update Rollup 7 or a later cumulative update installed:  

DriveName:\ InstallingUser \Local Settings\Application Data\Microsoft\MSCRM\Traces

CRM Concatenate Two Text Fields
https://community.dynamics.com/crm/f/117/t/215785

Hi AXCRM1,

You can set this through a workflow, I verified this and it worked successfully.  I did the following:

1.  I setup a real time workflow on a test entity

2.  I fired the workflow on the change of the name field

3.  Steps

   a.  Step 1 - Update record to set text field to the Name field value and a space

   b.  Step 2 - Updated record to "Append" the createdon date field

When I changed the name it saved it correctly with the two field concatenated so I assume it would work fine as well with a day of birth type field.

How to move Duplicate Detection Rules

https://blogs.msdn.microsoft.com/arpita/2014/10/15/export-duplicate-detection-rules-from-one-organization-and-import-to-another-organization-in-crm-2013/

Permission Check on DB

USE AdventureWorks2012; SELECT * FROM fn_my_permissions (NULL, 'DATABASE');

INTERNET FACING DEPLOYMENT OF CRM CE

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https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/configure-an-internet-facing-deployment?view=op-9-1