Thursday, 14 December 2017

How to Import N:N relationship records in MS Dynamics CRM/365








Recently, I came across a scenario where I was expected to import a set of records in CRM which has related records,and  the relationship being a N:N.
I was just given an Excel file and there is no option to import related records out of the box(at least when this post was written).
So after spending a couple of hours, I found an easy way to do this.

Step 1: Import the records of the related entity as usual(using OOTB import feature). Now we have to figure out a way to just associate the records of these two entities.
For this example, lets assume I want to import records of Account and Product which are related with  a N:N.

Step 2: Import Accounts separately. Import Products separately via OOTB import feature.

Step 3: Now, download XRMToolBox.

Step 4: Make use of the N:N data


Step 5: Connect to the desired organization. Click on Load Metadata button.


Step 6:Select the Account Entity under First Entity option and the relationship name(N:N) . Select which attribute you want the app to find out for a particular account. For eg, Account Number or Account name etc.

Step 7: Select the corresponding relationship name.

Step 8: Select the Product Entity against Second Entity and the field name for identifying a Product record. Say Product ID.

Step 9: Now, select the csv file with only two columns. First Column should contain Account Id and the second column should contain contact id.
Ensure you dont add headers to this csv file.

Click on Import  and you can see the status of each line in the log.





Tuesday, 26 September 2017

MS Dynamics 365, SDK-SOAPLogger Issue

If you have tried using SOAPLogger solution from the MS provided SDK, you might have noticed that the app will not prompt for username and password for the first time configuration.
Once you try to run this app, you will have to enter the crm server name based on the location of the datacentre.(Eg. crm.dynamics.com, crm8.dynamics.com etc).
once you enter this information, you will get the below information to select if the organisation is provisioned 0365.
If you type Y for yes, then actually it should prompt you for the username and password for the first time configuration.
However, it will not and you may get an exception that looks something like "No username specified ".

Resolution:
To resolve this, open CrmServiceHelper.cs and find for OnlineFederation and locate the below lines.
Comment the code in the highlighted area.

Build the project and run the code and now the app should prompt for the username and password.

Microsoft Dynamics 365 -Issue with Access Team Templates

I have been working on a project which involved creation of dynamic access team based on certain conditions.
As you might already know, dynamic access teams will utilize the access team templates.
In fact, Dynamics 365 comes with an out of the box access team template for opportunity entity.
My requirement was in such a way that, I had to delete the existing access team template and create new ones.
To my surprise, as soon as I removed the existing team template, I was unable to create any connections for opportunities. D365 threw an exception stating "No System Team Template found for opportunity entity".Though I had two team templates for opportunity entity, somehow D365 doesn't consider them as System and hence the issue.

Now, there is no other way than resetting the entire organisation which will definitely be an issue if the same org is being used by a pool of developers.
I would at least expect MS to provide an alert before deletion of this template else MS shouldn't have provided the option for deleting the OOTB team template.

So, if you are someone who is thinking about deleting the existing access team template, NEVER EVER DO THAT.!!

There is a workaround though to resolve the issue connection creation.
Let me know in the comment box if you are in need of knowing that.



Saturday, 19 December 2015

What Got You Here Won’t Get You There. -Marshall Goldsmith With Mark Reiter

There are thousands of book out in the market categorized under “Self-Help” & “Motivation” which focusses on every individual who just cares to buy the book and read it. However, this one is little different because, I think this book is focusing on individuals who are already successful. The base idea is that there are few qualities that every successful profession in holding on to, which as per the author will not take them to the next level. So as author has clearly mentioned in the cover, this book talks about “How Successful People Become Even More Successful”.

Ok! Let’s jump quickly to how the content in this book is structured. Author has crafted the entire content to fit into 4 sections. He has named sections as below.
Section 1: The trouble with success
Section 2: The twenty habits that hold you back from the top.
Purposefully, I am not revealing the names of the other two sections (And you know why!J)

Author opens Section 1 by listing few cases where he gives an example for few of the habits that held those professionals from the top.
For instance, in Case 3, he talks about a financial consultant for a prominent New York City Firm. Author claims that this consultant had “An Excessive need to be ‘me’ ”.  When this guy was invited to manage a portion of the investment portfolio of one of most admired business titans, he was on such a roll that he did even notice that they have gone beyond the scheduled hours because of which his meeting ended abruptly.
In this opening pages, Marshall has given a very clear picture how these people see themselves and how others see. It goes like this,
“They think they’re contributing to a situation with helpful comments, but other see it as butting in.”
“They thing they are holding their tongue, but others see it as unresponsiveness.”
By this time, reader would have started relating his/her own past incidents and would have thought “Oh! Yes I did that once but I did know that people see it in this way”.

In the upcoming chapters, Marshall throws light on why they (Already successful Professions) resist changes, where he states that since these people are already successful they think that there is nothing to change. Further, most of the successful people are more confident that they can always succeed. Later on, author moves to describing the aftermath of success. Once we are successful, most of us think that we succeeded because we earned it. Following is one of the key point worth quoting here.
“One of the greatest mistakes of successful people is the assumption, ‘I behave this way, and I achieve results. Therefore, I must be achieving results because I behave this way’ ”  

Moving on Section two,
Author discusses about the twenty habits that he thinks is holding a successful person from the top. By end of this section, readers will have list of habits that is holding them back. Below are the few habits in this list.
1. Winning too much!
2. Adding too much value.
3. Making Destructive Comments.
4. Telling the world how smart we are.
5. Failing to give proper recognition.
6. Claiming credit that we don’t deserve. (I think this is most common in Managerial Dept)
7. Making Excuses (Man! I hate this.)
And the list goes on…!
After discussing each of the 20 habits with examples, author ends this section with a 21st Habit called “Goal Obsession” where authors mentions we don’t go by what we want to do but what others want us to do.

Moving on to section Three,
Marshall gives us a seven-step method to overcome each of the identified habits that holds us back. But to start with, Marshall gives a big lecture on “Feedback”. Yes author believes, the best way (Hard Way) to find out what is wrong with you is by asking your colleagues/ bosses etc. Well! That’s going to be awkward but worth.
Then Author discusses about the methods of obtaining feedback, Ways to Apologize, telling the world that you admit your mistakes and you are trying to change it for better, improving you listening skills, Thanking your colleagues etc.
Out of all this, things that are being discussed in “Listening” surprises the readers by understand that “Listening is no more a passive activity.” And he also helps us in empowering our listening skills. Author suggests that one should,
“Think before you speak.”
“Listen with Respect” (Can you even imagining doing that to your rivals.)

In Section Four,
Marshall clearly states the ways of how to change in real and he also helps us by revealing the common misconceptions that one can encounter during the course of this change.
First of all, after reading to this level, you might feel that you really have something to change but in real not at all. Secondly, you have to ensure that you pick the right thing to change. Most importantly, he warns the readers about the fact that most of us hide from the truth that we have to hear at some point of time. Best of all, the epic one is this.
Now most of the readers would have made up their mind to implement the change, then comes the billion dollar question? When can I start implementing this change? From next year, from next month, from next week, from my birthday etc.
You know what, Marshal says “The best time to change is NOW.”
Finally author talks about few challenges faced by those who are in charge. Out of all the points discussed here, I think the best part about this is where author hits a nail stating we should stop trying to coach people who shouldn’t be coached at all. I am quoting the below snipped as I live this part personally.
“… Stop trying to help people who think everyone else is the problem”.
Marshall was once called to work with an Entrepreneur. As usual Marshall obtains a 360 degree feedback and discussed with the Entrepreneur that this is what people thinks of you. Surprising, he replied that he already knew this. In continuation, he infect started defending himself. The funny thing is that author realized that the Entrepreneur hadn’t called Marshall to change him. He wanted Marshall to fix the employees. (What the hell??  ).
Happy Reading.


Friday, 30 January 2015

Google Apps for Work

What is Google Apps?
Google Apps is a cloud-based productivity suite that helps teams communicate, collaborate and get things done from anywhere and on any device. It's simple to set up, use and manage, so your business can focus on what really matters.
Millions of organisations around the world count on Google Apps for professional email, file storage, video meetings, online calendars, document editing and more.
Watch a video or find out more here.
These are some highlights:
Business email for your domain
Looking professional matters, and that means communicating as you@yourcompany.com. Gmail’s simple, powerful features help you build your brand while getting more done.
Access from any location or device
Check emails, share files, edit documents, hold video meetings and more, whether you’re at work, at home or in transit. You can pick up where you left off from a computer, tablet or phone.
Enterprise-level management tools
Robust admin settings give you total command over users, devices, security and more. Your data always belongs to you, and it goes with you, if you switch solutions.
Start free trial

Thursday, 15 January 2015

How to Resolve "Guru Meditation" issue in Oracle Virtual Box

How to Resolve "Guru Meditation" error in Oracle Virtual Box
Virtual Machines are of great advantage to the Computer Professionals. Because it saves money, time and one can try all sorts of experiment in VMs.
VMware is one of the most popular Application that is used to work with the Virtual Images.
These days, ORACLE Virtual Box is also becoming as most commonly used application for working with Virtual Images.
This might be working well in the initial stage, but as your host operating systems memory gets low, there comes a problem.
One might receive an error all of a sudden that says something like this "Guru Meditation" and it wont let you log into the virtual machine.

Here are the steps to resolve this.
You can try these two available methods.
Method 1:
Click on System Tab in the Oracle Virtual Manager

Reduce the Base Memory to 2048MB.
Now, Close all the applications, restart your system. It should work. If not follow the second method.

Method 2:
Make sure to try the method 1 before doing this.
Open Run,type %temp%, delete all the files. You will not be able to delete few files, press skip for those files.
Open Task Manager, click on the Details tab.
Click on the Memory Column to sort in descending order so that the program that is consuming more memory is listed on the first.
Close any programs that is consuming more memory. Be cautious about closing the program that you are not sure of why it is running.
This should fix the problem.

Thursday, 8 January 2015

Tricks to book IRCTC Tatkal Tickets Fast

This doesn't involves any special magical code or steps to book your tickets in a fast manner.
We just have to take advantage of one of the feature called "AutoFill" available in the browsers.
I prefer Google Chrome to be used for booking IRCTC Tickets.
Fortunately, IRCTC have upgraded their system and hence slowness of the IRCTC website is a myth these days.

So let's get straight to the point.
Step 1: Open Google Chrome.  Make sure you are not in the incognito mode.
Step 2: Login to IRCTC using your credentials before 9.50AM
Step 3:Enter FROM,TO and DOJ details. Click on General tab.
Step 4:Click on the Preferred class and enter all the passenger details.
Step 5:After entering all the passenger details, click on REPLAN.
Step 6. Now wait till the 10.00AM i.e when TATKAL opens.
Step 7: As soon as you get BOOK link on the desired train, click and now you will see the passenger details present there already. Just select the proof type and waste time only in entering the Proof Details.
If you don't see the names present there automatically, just type the first few letters of the name and it will auto fill the remaining letters.
Step 8. And yes!It saves a lot of typing time and hence your chance of getting the ticket confirmed is more.

By the above method, you will not find the PROOF DETAILS automatically.
In case if you want this proof details also to be filled automatically,
You can follow the steps. But this should be done two days before the desired Date of Journey.
For ex, if you are planning to travel on 10th of the month.
Login to your account on 8th and select tatkal quota for the same train. Click BOOK under date 9.
Enter all the passenger details including the proof details like PAN CARD NO, DL No, etc. and once it is done click on Replan. Now your proof details should have been stored in browser's cache.
Hence on 9th, just type the first few letters of the proof and this will give you the remaining characters.

Have a successful Tatkal Booking.Enjoy!!

PS:This will not work if the AUTOFILL feature is disabled or if the CACHE is cleared.