Mitch Milam's Dynamics CRM and xRM Discussions

This weekend, while working on a white paper, I noticed an error in the SDK documentation for the SendEmailRequest.TrackingToken field.  It states:

The tracking token is used to correlate an e-mail with a context. You can generate a tracking token with the GetTrackingTokenEmail message. If this field is unspecified it defaults to null. In this case, the SendEmail message generates a tracking token automatically.

You must supply a value for this field.  The following are all all valid:

SendEmailRequest.TrackingToken = "";
SendEmailRequest.TrackingToken = string.Empty;
SendEmailRequest.TrackingToken = "My Tracking Token";

If SendEmailRequest.TrackingToken is null or undeclared, you will receive an exception.

If SendEmailRequest.TrackingToken is blank, CRM will automatically insert the next available tracking token, such as: CRM:00010029.  If SendEmailRequest.TrackingToken contains a value, that value will be inserted as the tracking token.

Morning Folks,

A couple of months ago, we started a conversation on this blog regarding the identification of CRM Accounts that have been shared.  Satoshi Kawamura of Collins Computing came up with a SQL script that will solve the solution, and with his permission, I am posting it here.

Note: this needs to be run via SQL Query Analyzer on the <Organization Name>_MSCRM database.

select
	ChangedOn 'Shared on',
	name 'Account Name',
	fullname 'Share Name',
	owneridname 'Account Owner', 'User' 'Type'
from
	PrincipalObjectAccess,
	FilteredAccount,
	FilteredSystemUser
where
	PrincipalObjectAccess.ObjectTypeCode = 1
	  and PrincipalObjectAccess.ObjectId = FilteredAccount.accountid
	  and PrincipalObjectAccess.PrincipalId = FilteredSystemUser.systemuserid
union
select
	ChangedOn 'Shared On',
	FilteredAccount.name 'Share Name',
	FilteredTeam.name,
	owneridname 'Account Owner', 'Team' 'Type'
from
	PrincipalObjectAccess,
	FilteredAccount,
	FilteredTeam
where
	PrincipalObjectAccess.ObjectTypeCode = 1
	  and PrincipalObjectAccess.ObjectId = FilteredAccount.accountid
	  and PrincipalObjectAccess.PrincipalId = FilteredTeam.teamid
order by name

 This will product a report similar to the following:

I should also note that this will only produce a list of shared Accounts. Should you wish Contacts, you will need to replace each instance of "FilteredAccount" with "FilteredContact" and change "ObjectTypeCode = 1" to "ObjectTypeCode = 2".

Great work Steve, and thanks for sharing.

I spent some time this weekend working on a utility that relies on the CRMService Import, Export, and Publish methods.  While the sample code shipped with the CRM SDK ( v3.0.5 ) is fairly useful, I thought I'd give you a more real world example of the ImportAllXml and ExportAllXml API methods;

ImportAllXml

Import all customizations from an XML file.  For more information, review the following SDK documentation. Substitute the SDK example with the following code, which reads the XML from a file.

// Set up the CRM Service.
CrmService service = new CrmService();
service.Credentials = System.Net.CredentialCache.DefaultCredentials;

// This is a potentially long running operation. The default 90-second
// time-out might be too short.  Set the time-out to be 5 minutes.
// This property takes milliseconds.
service.Timeout = 300 * 1000; 

using(System.IO.StreamReader reader =
         new System.IO.StreamReader("importfile.xml"))
{
    string entityXml = reader.ReadToEnd();
    // Create the request.
    ImportAllXmlRequest importRequest = new ImportAllXmlRequest();

    // Tell the request where the XML is located.
    importRequest.CustomizationXml = entityXml;    // Execute the import.
    ImportAllXmlResponse importResponse =
        (ImportAllXmlResponse)service.Execute(importRequest);
}

ExportAllXml

Export all customizations to an XML file.  For more information, review the following SDK documentation. Substitute the SDK example with the following code, which writes the XML to a file.

//Set up the CRM Service.
CrmService service = new CrmService();
service.Credentials = System.Net.CredentialCache.DefaultCredentials;

// Create the request.
ExportAllXmlRequest request = new ExportAllXmlRequest();

// Execute the request.
ExportAllXmlResponse response =
    (ExportAllXmlResponse)service.Execute(request);

using(System.IO.StreamWriter writer =
         new System.IO.StreamWriter("exportfile.xml"))
{
    writer.Write(response.ExportXml);
    writer.Flush();
}