Install Email Router for MS CRM Online 2011

As per the earlier post on deciding what type of E-mail capabilities your MS CRM 2011 Online needs to have, if you have finalized on the Router implementation, then these are the steps to follow:

1. Download the Microsoft Dynamics CRM 2011 for E-mail Router Installing Guide for use with Microsoft Dynamics CRM Online. Here is the link.

2. Download the Microsoft Dynamics CRM 2011 E-mail Router. The exe file is here.

3. Decide on the Server you would want to install. This has to be a proper exposed online server.

4. During installation , there would be some pre requisites that needs to be met. Many a times, there would be an error during this step, wherein , Microsoft Online Services Sign-in assistant  7.2 download will fail. How to recover from this error is illustrated in the post here.

Once installed, we need to configure Email Router using the configuration manager.

 

 

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Send and Receive emails from MS CRM Online 2011

If you are implementing a CRM Online solution, it would be complete system when emails start flowing in and out of the system. In CRM Online there does not exist an e-mail router service implementation. That is there is no outbound (SMTP, Exchange) or inbound (exchange, POP3, etc) email service hosted in the cloud.

There are 3 aspects of this, out of which 2 are described here. The forwarded mailbox option is exempted. We need to have the online CRM understand that emails needs to be sent out using one of the aspect we choose.

The OUTLOOK client integration.

Here we use the native emails ending capabilities of the outlook email client.
Outlook will send and receive emails the normal way. As per your options in MS CRM, inbound or outbound emails will be tracked into MSCRM Online.

The drawback here is that only emails send/received with a CRM User linked to an Outlook client account will be processed.
So, let’s say you have a workflow sending an email in response to a certain condition that email will ONLY be sent if the following conditions are met:

  • The sender has outlook with a MSCRM add-in installed
  • The sender is configured in MSCRM User Settings with an E-mail access type Outgoing of type “Microsoft Dynamics CRM for Outlook”
  • The sender’s outlook is connected (both to MSCRM and the SMTP).

In short, while not impossible, as you could always dedicate outlook clients as email routers, it is very difficult to manage emails from/to queue or for users not always connected.
All emails not going to an outlook instance will stay flagged as ‘Pending Sent’ in CRM Online.

Implementation of an e-mail router service

The Microsoft Dynamics CRM Online E-mail Router is a software component that creates an interface between Microsoft Dynamics CRM Online and an e-mail server. When the E-mail Router is installed, it can transfer e-mail messages to and from the Microsoft Dynamics CRM Online system.

– Outbound emails will be read by your e-mail router and routed through your SMTP (exchange or plain SMTP)
– Inbound emails will be read from your POP3, Exchange or Live accounts and send via the e-mail router to CRM Online.

You keep the option for each User or Queue to specify which method is used for email connectivity inbound and outbound.

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MS CRM 2011 Installation Log File

When you install MS CRM 2011 and any MS CRM related packages / components , the installation log files are of high importance if you tend to get stuck in some error along the installation steps.

The Install Log files could be found under :

C:\Users\<UserName>\AppData\Roaming\Microsoft\MSCRM\Logs

*Show hidden folders needs to be checked when searching for the same as AppData is a hidden folder !

 

 

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Microsoft Online Services Sign-in Assistant 7.2

Came across a difficult show stopper today !

The Email Router of MS CRM Online, needs ‘Microsoft Online Services Sign-in Assistant 7.2’ as a per-requisite !

Tried a long way to find a download link for the same.

Finally, checking the installation log file of the Email Router gave away a helpful hint !

You can get the Microsoft Online Services Sign-in Assistant 7.2 download here !

Hope it helps !

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Performance tool for CRM Online

There exists a Performance Tool for Online MS CRM . This was something which is new insight for me .

Go to your Online MS CRM Account. In the URL ,

https://YOURORG/tools/diagnostics/diag.aspx

You would see s bunch of information regarding your online account performance !

Hope this info helps !

 

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CodePlex Revisted !

A quick check at codeplex reveals a bunch of tools for MS CRM .  Some of the interesting ones are here :

1. SiteMap Editor for Microsoft Dynamics CRM 2011

SiteMap Editor for Microsoft Dynamics CRM 2011 helps developer and customizers to configure the Site Map in a graphical way. You’ll no longer have to create solution, add component, export, update Xml and re-import the solution to update the SiteMap.

2. Metadata Document Generator for Microsoft Dynamics CRM 2011

Metadata Document Generator makes it easier for Dynamics CRM 2011 integrators to generate documentation about entities and attributes metadata.

3. CRM 2011 Visual Ribbon Editor

Visual Ribbon Editor is a tool for Microsoft Dynamics CRM 2011 that lets you edit CRM ribbons. This ribbon editor shows a preview of the CRM ribbon as you are editing it and allows you to add ribbon buttons and groups without needing to fully understand the ribbon XML schema.

4. View Layout Replicator for Microsoft Dynamics CRM 2011

View Layout Replicator make it easier for Microsoft Dynamics CRM 2011 customizers to copying the layout of a view and paste it to the layout of other views in the same entity

5. Diagnostics Tool for Microsoft Dynamics CRM 2011

Diagnostics Tool for Microsoft Dynamics CRM 2011 helps CRM developers and administrators to enable trace and dev Errors on CRM server. It also generates an HTML report file with information about the CRM deployment.

Hope this list will be for a quick reference !

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Retrieve Option Set Selected Text Value in CRM 2011

To get an in-dept understanding Option Sets , you can check the SDK in this location:

SampleCode\CS\Metadata\OptionSets\WorkWithOptionSets.cs

This sample shows how to perform the following actions with global option sets:

  • Create, retrieve, or update a global option set.
  • Create a PicklistAttributeMetadata attribute using a global option set.
  • Insert or update an option item.
  • Re-order option items.
  • Retrieve all global option sets.

Deepak Kumar in his post has nicely talked about how to retrieve Option Set Selected Text Value in CRM 2011.

GuruPrasad has also exposed the code here.

This piece of code  would really help !

public string GetPickListText(string entityName, string attributeName,int optionSetValue,IOrganizationService service)
 {
    string AttributeName = attributeName;
    string EntityLogicalName = entityName;
RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest
 {
    EntityFilters = EntityFilters.All,
    LogicalName = EntityLogicalName
 };
 RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)service.Execute(retrieveDetails);
 Microsoft.Xrm.Sdk.Metadata.EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;
 Microsoft.Xrm.Sdk.Metadata.PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => String.Equals(attribute.LogicalName, attributeName, StringComparison.OrdinalIgnoreCase)) as Microsoft.Xrm.Sdk.Metadata.PicklistAttributeMetadata;
 Microsoft.Xrm.Sdk.Metadata.OptionSetMetadata options = picklistMetadata.OptionSet;
IList<OptionMetadata> picklistOption = (from o in options.Options
 where o.Value.Value == optionSetValue
 select o).ToList();
string picklistLabel = (picklistOption.First()).Label.UserLocalizedLabel.Label;
 return picklistLabel;
 }

 

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