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21 May 2015

RetrieveMultiple performance on large datasets

EDIT (21/05/15): After DMing with @maustinjones, I have added stat for paged RetrieveMultiple as well. I have updated the post to include this.

EDIT (22/05/15): Updated post to reflect correct behaviour of no-lock when parallelising. Thanks @maustinjones. Please also refer to the follow up post -> http://nycrmdev.blogspot.com.au/2015/05/redux-retrievemultiple-with-large.html on why paging cookie, is the recommended approach.

MSCRM limits the maximum result size to 5000 records, when you use the RetrieveMultiple request. In order to overcome this and retrieve all the records, you'll have to use paging. PFEDynamics team have also released an open-source library called PFE Xrm Core Library that utilises Task Parallel Library.

There is also ExecuteMultipleRequest that you can use to send bunch of requests in one go, and process the responses. This just wanted to document by findings, about the performance of these options:
  1. Just using Parallel.ForEach
  2. ExecuteMultipleRequest
  3. PFE Xrm Core
  4. Paged RetrieveMultiple

Run 1 (Batch size 1000):
I have not included the paged RetrieveMultiple in this scenario, as it is too slow, and I am too impatient to wait for it to complete.


Run 2 (Batch size 5000):



Run 3 (Batch size 5000):


Observations:
  1. Reducing the page size causes a drop in performance. I got better performance with 5000 records in one page, than 1000 records
  2. Just using Parallel.ForEach is faster than PFE Xrm Core (some overhead in instantiating the service perhaps?)
  3. ExecuteMultipleRequest is significantly slower than Parallel.ForEach
Best Practice tip from PFE Dynamics:

If you read the source code for the ParallelServiceProxy class, the help text for the RetrieveMultiple method actually has this note:

IMPORTANT!! This approach should only be used if multiple queries for varying entity types are required or the result set can't be expressed in a single query. In the latter case,
leverage NoLock=true where possible to reduce database contention.

So ideally, you should be using RetrieveMultiple method in ParallelProxy, to retrieve records from multiple entities. But, in my case I am retrieving from the same entity, hence I am using the no-lock option the fetchxml.

DMed with @maustinjones, and here is an important point to consider, before choosing a technique. 

Query pages shouldn't be retrieved in parallel. only separate queries altogether

When you use TPL to submit a bunch of RetrieveMultiple requests in one go, there is a chance of encountering database lock issues, even though you use no-lock. So, it is OK to parallelise queries that fetch from different entities, but using PagingCookie is the recommended approach.

To be honest, I did not experience any lock issues during the test, but standard CRM load was not simulated during the test. I am not sure what would have happened, if users were viewing contacts/running reports on contacts, and I am running these tests at the same time.
Database contentention and locking is applicable only in scenarios, where no-lock is not feasible.

TPL just blitzes the other techniques in these tests, but I'll have to test this further to see if lock contention issues arise, in much larger datasets. Do consider PFE Xrm Core, if you are looking to use RetrieveMultiple from multiple entities. It is written by the PFE Dynamics guys and is open-source.

Best Practice tips from msdn regarding TPL:

This article in msdn is a must read if you are thinking of using TPL -> https://msdn.microsoft.com/en-us/library/dd997392%28v=vs.110%29.aspx.

I had performance issues with TPL, as I had Console.WriteLine inside the lambda for ForEach, and it basically killed the performance. The article told me why, and so it is quite an useful read.

Note about the code:
I quickly wrote this just to test the performance, and not production quality in mind. If you read the code, you can see I am sending 20 requests at a time, inside an infinite loop to retrieve all the pages. I exit the loop when any one of the pages, returns no result. I haven't tried ExecuteMultipleRequest inside the Parallel.ForEach. It would be interesting to see what the performance will be in that case.
Code: Here is the code, I tested with, for reference.

using Microsoft.Pfe.Xrm;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Tooling.Connector;
using System;
using System.Collections.Generic;
using System.Diagnostics;
using System.IO;
using System.Linq;
using System.Net;
using System.Threading.Tasks;
using System.Xml.Linq;

namespace Playground
{
    class Program
    {
        static void Main(string[] args)
        {
            RetrieveAllPages(@"<fetch count='5000' no-lock='true' page='{0}' >
                                  <entity name='account' >
                                    <attribute name='name' />
                                    <order attribute='accountid' />
                                    <filter>
                                        <condition attribute='statecode' operator='eq' value='0' />
                                    </filter>
                                   </entity>
                                </fetch>");

            RetrieveAllPages(@"<fetch count='5000' no-lock='true' page='{0}' >
                                  <entity name='contact' >
                                    <attribute name='fullname' />
                                    <order attribute='contactid' />
                                    <filter>
                                      <condition attribute='statecode' operator='eq' value='0' />
                                    </filter>
                                  </entity>
                                </fetch>");
        }

        static void RetrieveAllPages(string fetchXml)
        {
            Console.WriteLine("Entity: {0}\n", XElement.Parse(fetchXml).Element("entity").Attribute("name").Value);
            var organisationSvcManager = new OrganizationServiceManager(new Uri("CRMURL"),
                "[username]", "[password]", "[domain]");
            var crmSvc = new CrmServiceClient(new NetworkCredential("[username]", "[password]", "[domain]"), Microsoft.Xrm.Tooling.Connector.AuthenticationType.AD, "CRMURL", "80", "[Org]");
            var isDone = false;
            int pageStart = 1, pageEnd = 20;
            if (crmSvc.IsReady)
            {
                var stopWatch = new Stopwatch();
                stopWatch.Start();
                var results = new List<Entity>();

                while (!isDone)
                {
                    IDictionary<string, QueryBase> queries = new Dictionary<string, QueryBase>();
                    //Console.WriteLine("Page {0} to {1}", pageStart, pageEnd);
                    for (int i = pageStart; i <= pageStart + 19; i++)
                    {
                        queries.Add(i.ToString(), new FetchExpression(string.Format(fetchXml, i)));

                    };
                    pageStart = pageEnd + 1;
                    pageEnd = pageStart + 19;
                    var threadNum = 1;
                    Parallel.ForEach(queries,
                        (query) =>
                        {
                            if (!isDone)
                            {
                                var pageResults = crmSvc.OrganizationServiceProxy.RetrieveMultiple(query.Value).Entities;
                                if (!pageResults.Any())
                                {
                                    isDone = true;
                                    return;
                                }
                                results.AddRange(pageResults);
                            }
                        });
                }

                Console.WriteLine(results.Count);
                stopWatch.Stop();
                Console.WriteLine("Parallel: Executed in {0} sec", stopWatch.ElapsedMilliseconds / 1000);
                Console.WriteLine(results.Count / (stopWatch.ElapsedMilliseconds / 1000) + " per sec\n");

                var resultCount = 0;
                pageStart = 1;
                pageEnd = 20;
                stopWatch.Restart();
                isDone = false;
                while (!isDone)
                {
                    //Console.WriteLine("Page {0} to {1}", pageStart, pageEnd);
                    var executeMultipleRequest = new ExecuteMultipleRequest
                    {
                        Requests = new OrganizationRequestCollection(),
                        Settings = new ExecuteMultipleSettings() { ContinueOnError = true, ReturnResponses = true }
                    };

                    for (var i = pageStart; i <= pageStart + 19; i++)
                    {
                        executeMultipleRequest.Requests.Add(new RetrieveMultipleRequest()
                        {
                            Query = new FetchExpression(string.Format(fetchXml, i))
                        });
                    };
                    var executeMultipleResponses = ((ExecuteMultipleResponse)crmSvc.OrganizationServiceProxy.Execute(executeMultipleRequest)).Responses.ToList();
                    executeMultipleResponses.ForEach(x =>
                    {
                        var executeMultipleResultEntities = ((RetrieveMultipleResponse) x.Response).EntityCollection.Entities;
                        if (!executeMultipleResultEntities.Any())
                        {
                            isDone = true;
                            return;
                        }
                        resultCount = resultCount + executeMultipleResultEntities.Count;
                    });
                    pageStart = pageEnd + 1;
                    pageEnd = pageStart + 19;
                }
                Console.WriteLine(resultCount);
                stopWatch.Stop();
                Console.WriteLine("ExecuteMultiple: Executed in {0} sec", stopWatch.ElapsedMilliseconds / 1000);
                Console.WriteLine(results.Count / (stopWatch.ElapsedMilliseconds / 1000) + " per sec\n");

                IDictionary<string, QueryBase> entityQuery = new Dictionary<string, QueryBase>();
                entityQuery.Add("result", new FetchExpression(fetchXml));
                stopWatch.Restart();
                var queryResult = organisationSvcManager.ParallelProxy.RetrieveMultiple(entityQuery, true,
                    (pair, exception) => Console.WriteLine("{0} throwed {1}", pair.Key, exception.Message));
                stopWatch.Stop();
                Console.WriteLine(queryResult.Values.First().Entities.Count);
                Console.WriteLine("PFE.Xrm: Executed in {0} sec", stopWatch.ElapsedMilliseconds / 1000);
                Console.WriteLine(queryResult.Values.First().Entities.Count / (stopWatch.ElapsedMilliseconds / 1000) + " per sec\n");

                resultCount = 0;
                var pagedResults = new EntityCollection();
                var fetchToQuery = new FetchXmlToQueryExpressionRequest {FetchXml = string.Format(fetchXml, 1)};
                var retrieveQuery = ((FetchXmlToQueryExpressionResponse)crmSvc.OrganizationServiceProxy.Execute(fetchToQuery)).Query;
                retrieveQuery.PageInfo = new PagingInfo {PageNumber = 1};
                stopWatch.Restart();
                do
                {
                    pagedResults = crmSvc.OrganizationServiceProxy.RetrieveMultiple(retrieveQuery);
                    resultCount += pagedResults.Entities.Count;
                    retrieveQuery.PageInfo.PageNumber++;
                    retrieveQuery.PageInfo.PagingCookie = pagedResults.PagingCookie;
                } while (pagedResults.MoreRecords);
                Console.WriteLine(resultCount);
                stopWatch.Stop();
                Console.WriteLine("Paged RetrieveMultiple: Executed in {0} sec", stopWatch.ElapsedMilliseconds / 1000);
                Console.WriteLine(resultCount / (stopWatch.ElapsedMilliseconds / 1000) + " per sec\n");
            }
        }
    }
}

14 May 2015

New calculated field functions in CRMOnline Update 1

I logged a suggestion in Connect long time back, about lack of DATEDIFF function option in calculated field (https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/1086828).

Quite to my surprise, CRMOnline Update 1 (Carina) now has a bunch of new DATEDIFF functions. These are
  • DIFFINDAYS
  • DIFFINHOURS
  • DIFFINMINUTES
  • DIFFINMONTHS
  • DIFFINWEEKS
  • DIFFINYEARS
There is also an additional function "NOW", that gives you the current datetime. According to
https://youtu.be/NJgRctOncuA?t=855 "NOW" returns SQL Server UTC Time and not the user's local time. This is true, only if the datetime field is Time Zone Independent. If the datetime field is created as User Local, "NOW" returns user's local timezone.

If you try to use NOW function in a datetime field with behaviour Time Zone Independent, you'll get "You can only use a Time-Zone Independent Date Time type field" error message.

The trick to getting UTC time in this case, is to first create the datetime field as User Local, fill in the calculation field action, and only then change the datetime behaviour to Time Zone Independent. Also note that, it is possible to change the datetime behavior from User Local to Time Zone Independent, but not the other way around (from the UI).

I created two calculated fields using NOW function, one is User Local and one is Time Zone Independent. After doing an Advanced Find with the attributes, here is the result.



DIFFINYEARS and NOW in combination, can be used in scenarios like calculating Age from Date of Birth, days since record creation, days to hit a certain deadline. These calculations, which were once accomplished by a running a periodic workflow or service, are trivial to implement with calculated fields. For eg. age calculation


This is the Advanced Find result


These great additions in the Spring Update, make calculated fields more powerful than ever.

6 May 2015

Plugin Registration Tool and Plugin Profile

Having spent most of today trying out a failed plugin experiment, I discovered a feature of Plugin Registration tool that I never used before. It it not very clear from the SDK documentation, what keys are there in the InputParameters and OutputParameters and often I refer the appropriate request/response class, to find out what key I should be using on the InputParameter e.g. for UpdateRequest use Target key on the InputParameter for a pre-operation plugin.

There seems to be a easier way to capture the plugin state right after the plugin fires. This can be done using the Plugin Registration tool. This is the plugin command bar:


Replay Plug-in Execution button is used when you want to debug the plugin in Visual Studio. This process is well documented in multiple blogs and SDK documentation. View Plug-in profile functionality is what we want to use during the initial plugin development stage. After registering a plugin, right click on the desired step and choose Start Profiling.
Persist the profile to entity, instead of throwing an exception.

Once this is done, perform the action that triggers the plugin. This creates a profile record, that we can use to dump the plugin state. After the plugin has finished executing, click the view plugin profile button in the command bar. It brings up this window.

Next, click the downarrow button and choose the appropriate trace record.

After clicking the View button, you can see the entire plugin state. The below is the xml I got for a plugin firing on Retrieve message on SavedQuery.

<Profile>
  <Configuration i:nil="true" xmlns:i="http://www.w3.org/2001/XMLSchema-instance" />
  <ConstructorDurationInMilliseconds>2</ConstructorDurationInMilliseconds>
  <ConstructorException i:nil="true" xmlns:i="http://www.w3.org/2001/XMLSchema-instance" />
  <ConstructorStartTime>2015-05-06T01:46:45.5675566Z</ConstructorStartTime>
  <Context>
    <z:anyType i:type="PluginExecutionContext" xmlns:z="http://schemas.microsoft.com/2003/10/Serialization/" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
      <BusinessUnitId>1f06daae-de79-e411-80bd-00155dc6799a</BusinessUnitId>
      <CorrelationId>09993a86-41c8-40b7-bc4c-2717057b5408</CorrelationId>
      <Depth>1</Depth>
      <InitiatingUserId>af20daae-de79-e411-80bd-00155dc6799a</InitiatingUserId>
      <InputParameters xmlns:a="http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:b="http://schemas.datacontract.org/2004/07/System.Collections.Generic">
        <a:KeyValuePairOfstringanyType>
          <b:key>Target</b:key>
          <b:value i:type="a:EntityReference">
            <a:Id>00000000-0000-0000-00aa-000010001001</a:Id>
            <a:LogicalName>savedquery</a:LogicalName>
            <a:Name i:nil="true" />
          </b:value>
        </a:KeyValuePairOfstringanyType>
        <a:KeyValuePairOfstringanyType>
          <b:key>ColumnSet</b:key>
          <b:value i:type="a:ColumnSet">
            <a:AllColumns>false</a:AllColumns>
            <a:Columns xmlns:c="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
              <c:string>fetchxml</c:string>
              <c:string>name</c:string>
              <c:string>description</c:string>
              <c:string>returnedtypecode</c:string>
              <c:string>layoutxml</c:string>
              <c:string>savedqueryid</c:string>
              <c:string>name</c:string>
              <c:string>statecode</c:string>
              <c:string>statuscode</c:string>
              <c:string>ismanaged</c:string>
              <c:string>iscustomizable</c:string>
            </a:Columns>
          </b:value>
        </a:KeyValuePairOfstringanyType>
        <a:KeyValuePairOfstringanyType>
          <b:key>ReturnNotifications</b:key>
          <b:value i:type="c:boolean" xmlns:c="http://www.w3.org/2001/XMLSchema">true</b:value>
        </a:KeyValuePairOfstringanyType>
        <a:KeyValuePairOfstringanyType>
          <b:key>RelatedEntitiesQuery</b:key>
          <b:value i:nil="true" />
        </a:KeyValuePairOfstringanyType>
      </InputParameters>
      <IsExecutingOffline>false</IsExecutingOffline>
      <IsInTransaction>false</IsInTransaction>
      <IsOfflinePlayback>false</IsOfflinePlayback>
      <IsolationMode>2</IsolationMode>
      <MessageName>Retrieve</MessageName>
      <Mode>0</Mode>
      <OperationCreatedOn>2015-05-06T01:46:45.5206856Z</OperationCreatedOn>
      <OperationId>00000000-0000-0000-0000-000000000000</OperationId>
      <OrganizationId>a240c2fd-16a0-4ab5-9ecb-a43a6afdcc8c</OrganizationId>
      <OrganizationName>Contoso</OrganizationName>
      <OutputParameters xmlns:a="http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:b="http://schemas.datacontract.org/2004/07/System.Collections.Generic">
        <a:KeyValuePairOfstringanyType>
          <b:key>BusinessEntity</b:key>
          <b:value i:type="a:Entity">
            <a:Attributes>
              <a:KeyValuePairOfstringanyType>
                <b:key>savedqueryid</b:key>
                <b:value i:type="z:guid">00000000-0000-0000-00aa-000010001001</b:value>
              </a:KeyValuePairOfstringanyType>
              <a:KeyValuePairOfstringanyType>
                <b:key>fetchxml</b:key>
                <b:value i:type="c:string" xmlns:c="http://www.w3.org/2001/XMLSchema"><fetch version="1.0" output-format="xml-platform" mapping="logical"><entity name="account"><attribute name="name" /><attribute name="address1_city" /><order attribute="name" descending="false" /><filter type="and"><condition attribute="ownerid" operator="eq-userid" /><condition attribute="statecode" operator="eq" value="0" /></filter><attribute name="primarycontactid" /><attribute name="telephone1" /><attribute name="accountid" /><link-entity alias="accountprimarycontactidcontactcontactid" name="contact" from="contactid" to="primarycontactid" link-type="outer" visible="false"><attribute name="emailaddress1" /></link-entity></entity></fetch></b:value>
              </a:KeyValuePairOfstringanyType>
              <a:KeyValuePairOfstringanyType>
                <b:key>returnedtypecode</b:key>
                <b:value i:type="c:string" xmlns:c="http://www.w3.org/2001/XMLSchema">account</b:value>
              </a:KeyValuePairOfstringanyType>
              <a:KeyValuePairOfstringanyType>
                <b:key>name</b:key>
                <b:value i:type="c:string" xmlns:c="http://www.w3.org/2001/XMLSchema">My Active Accounts</b:value>
              </a:KeyValuePairOfstringanyType>
              <a:KeyValuePairOfstringanyType>
                <b:key>statuscode</b:key>
                <b:value i:type="a:OptionSetValue">
                  <a:Value>1</a:Value>
                </b:value>
              </a:KeyValuePairOfstringanyType>
              <a:KeyValuePairOfstringanyType>
                <b:key>iscustomizable</b:key>
                <b:value i:type="a:BooleanManagedProperty">
                  <a:CanBeChanged>true</a:CanBeChanged>
                  <a:ManagedPropertyLogicalName>iscustomizableanddeletable</a:ManagedPropertyLogicalName>
                  <a:Value>true</a:Value>
                </b:value>
              </a:KeyValuePairOfstringanyType>
              <a:KeyValuePairOfstringanyType>
                <b:key>layoutxml</b:key>
                <b:value i:type="c:string" xmlns:c="http://www.w3.org/2001/XMLSchema"><grid name="resultset" object="1" jump="name" select="1" icon="1" preview="1"><row name="result" id="accountid"><cell name="name" width="300" /><cell name="telephone1" width="100" /><cell name="address1_city" width="100" /><cell name="primarycontactid" width="150" /><cell name="accountprimarycontactidcontactcontactid.emailaddress1" width="150" disableSorting="1" /></row></grid></b:value>
              </a:KeyValuePairOfstringanyType>
              <a:KeyValuePairOfstringanyType>
                <b:key>ismanaged</b:key>
                <b:value i:type="c:boolean" xmlns:c="http://www.w3.org/2001/XMLSchema">true</b:value>
              </a:KeyValuePairOfstringanyType>
              <a:KeyValuePairOfstringanyType>
                <b:key>statecode</b:key>
                <b:value i:type="a:OptionSetValue">
                  <a:Value>0</a:Value>
                </b:value>
              </a:KeyValuePairOfstringanyType>
            </a:Attributes>
            <a:EntityState i:nil="true" />
            <a:FormattedValues>
              <a:KeyValuePairOfstringstring>
                <b:key>returnedtypecode</b:key>
                <b:value>Account</b:value>
              </a:KeyValuePairOfstringstring>
              <a:KeyValuePairOfstringstring>
                <b:key>statuscode</b:key>
                <b:value>Active</b:value>
              </a:KeyValuePairOfstringstring>
              <a:KeyValuePairOfstringstring>
                <b:key>iscustomizable</b:key>
                <b:value>True</b:value>
              </a:KeyValuePairOfstringstring>
              <a:KeyValuePairOfstringstring>
                <b:key>ismanaged</b:key>
                <b:value>Managed</b:value>
              </a:KeyValuePairOfstringstring>
              <a:KeyValuePairOfstringstring>
                <b:key>statecode</b:key>
                <b:value>Active</b:value>
              </a:KeyValuePairOfstringstring>
            </a:FormattedValues>
            <a:Id>00000000-0000-0000-00aa-000010001001</a:Id>
            <a:LogicalName>savedquery</a:LogicalName>
            <a:RelatedEntities />
          </b:value>
        </a:KeyValuePairOfstringanyType>
      </OutputParameters>
      <OwningExtension xmlns:a="http://schemas.microsoft.com/xrm/2011/Contracts">
        <a:Id>517294bb-91f3-e411-80d0-00155dc6799a</a:Id>
        <a:LogicalName>sdkmessageprocessingstep</a:LogicalName>
        <a:Name>RYR.VirtualViews.SavedQueryOnRetrieveMultiplePlugin: Retrieve of savedquery (Profiler)</a:Name>
      </OwningExtension>
      <PostEntityImages xmlns:a="http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:b="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
      <PreEntityImages xmlns:a="http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:b="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
      <PrimaryEntityId>00000000-0000-0000-00aa-000010001001</PrimaryEntityId>
      <PrimaryEntityName>savedquery</PrimaryEntityName>
      <RequestId i:nil="true" />
      <SecondaryEntityName>none</SecondaryEntityName>
      <SharedVariables xmlns:a="http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:b="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
      <UserId>af20daae-de79-e411-80bd-00155dc6799a</UserId>
      <ParentContext i:nil="true" />
      <Stage>40</Stage>
    </z:anyType>
  </Context>
  <ExecutionDurationInMilliseconds>8</ExecutionDurationInMilliseconds>
  <ExecutionException i:nil="true" xmlns:i="http://www.w3.org/2001/XMLSchema-instance" />
  <ExecutionStartTime>2015-05-06T01:46:45.5675566Z</ExecutionStartTime>
  <HasServiceEndpointNotificationService>true</HasServiceEndpointNotificationService>
  <IsContextReplay>false</IsContextReplay>
  <IsolationMode>2</IsolationMode>
  <OperationType>Plugin</OperationType>
  <ProfileVersion>1.1</ProfileVersion>
  <ReplayEvents xmlns:a="http://schemas.datacontract.org/2004/07/PluginProfiler.Plugins" />
  <SecureConfiguration i:nil="true" xmlns:i="http://www.w3.org/2001/XMLSchema-instance" />
  <TypeName>RYR.VirtualViews.SavedQueryOnRetrieveMultiplePlugin</TypeName>
  <WorkflowInputParameters xmlns:a="http://schemas.datacontract.org/2004/07/PluginProfiler.Plugins" />
  <WorkflowOutputParameters xmlns:a="http://schemas.datacontract.org/2004/07/PluginProfiler.Plugins" />
  <WorkflowStepId i:nil="true" xmlns:i="http://www.w3.org/2001/XMLSchema-instance" />
</Profile>

As you can see, this file is quite useful in trying to understand the plugin execution context and can be beneficial in the initial development stage. This feature has been in PluginRegistration tool since CRM2011, and I felt like an idiot for having just discovered it, but happy that I finally discovered this. I will definitely be using this a lot in the coming days.

29 April 2015

Using actions to avoid intermediate entity

When actions were first introduced into Dynamics CRM, I did not quite understand its potential and appreciate how useful they are. But after using actions in quite a few projects, I am true believer of actions. One scenario, where I found actions quite useful is, when you have a intermediate entity, just for triggering a workflow, actions can be used to eliminate the unnecessary entity.

Here a (somewhat) simplified version of an design I worked on recently.

The SSIS Job looks into Invoice, Contact and Communication Configuration entities and creates a Communication entity record. The Communication entity stores information from both Contact and Invoice entity. It also uses Communication Configuration entity to calculate a trigger date for sending the communication.

In this design, the Communication entity exists solely for the Send Communication workflow. The entity itself doesn't serve any useful purpose beyond that. This entity has collated some information from Invoice, Contact and Communication Configuration entities and this is used by the Send Communication workflow.

In this scenario the Communication entity can be replaced by an Action. Any attributes that are defined on the Communication entity, simply translate into input arguments on the action. The workflow that is triggered by create of Communication entity can simply be triggered from the Action. Once the Communication entity has been swapped over for an action, the SSIS task calls the action using a script task, instead of creating a Communication record.

The only disadvantage I see of using this approach is that there is no historial information when you use action i.e. I can't simply use an Advanced Find to see when an action executed and with what parameters (unless you log it somewhere). I would get this capability if I used an entity, as I will store this information in the entity.

20 March 2015

Opportunity Product Permissions

When an assumption is made that something very basic, can be easily configured using OOB functionalities, that is when I find myself stuck occasionally and having to rethink on how to implement a feature. I recently had one such experience. The requirement was to allow users in certain security role, to delete opportunity products, but not opportunities.

My first thought was to use security role, to modify the permissions for opportunity products. To my surprise, I was unable to find opportunity products in Security Role.


It turns out Opportunity Product, Invoice Product, Quote Product and Order Product share a unique trait: they don't have separate permissions and use the permission of their parent. Such being the limitation, I could implement this using ribbons or plugins. I implemented this using ribbon. Here are the steps
  1. Grant Delete permission on the Opportunity entity for the appropriate security role
  2.  Use Ribbon Workbench to edit the ribbon for opportunity entity
  3. Add a new Enable Rule of type Custom Javascript Rule. I am calling a function in the Javascript webresource
  4.  Add the Enable Rule to the following commands:  
    • Mscrm.DeletePrimaryRecord
    • Mscrm.DeleteSelectedRecord
    • Mscrm.HomePageGrid.DeleteSplitButtonCommand
This change should be done on HomePage, Form and Subgrid ribbons. The code for the getOppDeletePermissionByRole itself is quite simple, as I am using XrmServiceToolkit.

var CVN = window.CVN || {};

CVN.getOppDeletePermissionByRole = function() {
 return !XrmServiceToolkit.Soap.IsCurrentUserRole('1.1 CRM - Base User Role');
};

window.CVN = CVN;

I did this on a CRM2011 organisation, but the process in same for a CRM2015 organisation. You'll just be editing the command bar instead of the ribbon. Here are the relevant buttons in CRM2015, whose command you'll need to edit.



18 March 2015

Deploying a CRM2015 solution to CRM2013

There have been some great posts recently on how to deploy a CRM2011/CRM2013 solution to CRM2015.

1. Deepesh Somani -> https://dynamicsofdynamicscrm.wordpress.com/2014/12/05/issue-resolutionsolution-compatibility-crm-2013-to-crm-2015/
2. Andre Margono -> https://andz88.wordpress.com/2015/03/02/unsupported-customisation-importing-crm-2011-managed-solution-to-crm-2015/

I had recently to deploy one, the other way around: from CRMOnline to a CRM2013 instance. In my case the solution contained only html, png and Javascript webresources. The entity dependencies for the solution, were already present in the CRM2013 organisation. The CRM2013 organisation was on SP1 UR1 (6.1.1). Refer to https://support.microsoft.com/en-us/kb/2917899 if you are on a higher/lower rollup and modify the version number appropriately.

In order to import the CRMOnline solution I had to

1. Extract the solution zip file

2. Change the first line of the solution.xml from '<ImportExportXml version="7.0.0000.5026" SolutionPackageVersion="7.0" languagecode="1033" generatedBy="CrmLive" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">' to '<ImportExportXml version="6.1.0001.0132" SolutionPackageVersion="6.1" languagecode="1033" generatedBy="CrmLive" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">'

3.Delete <IsEnabledForMobileClient>0</IsEnabledForMobileClient> from every single webresource node in customizations.xml

4. Rezip the files

After performing these steps, I was able to import the solution into the CRM2013 environment. As with the other two posts, this is an unsupported method, so use it at your own risk.

11 March 2015

Create New User Error

Yesterday, I got the following error when I tried to add a new user:

You are attempting to create a user with a domain logon that is already used by another user. Select another domain logon and try again.


The strange thing I noticed about the error is that, the user I was trying to add was not already there in CRM. I checked this in the SystemUser table and confirmed that it is definitely not there. After tracing SQL Server, I found CRM uses SystemUserAuthentication table to do this check.

Here is the sequence to events

No user A -> Backup organisation database -> User A created -> Restore organisation db from backup

In my situation, the error started happening after I restored the organisation db from the backup. At the time of the backup, the user I was trying to add had not been created. After the organisation db was restored from backup, the SystemUser table in the organisation database does not contain User A, but the MSCRM_CONFIG does (as per SystemUserAuthentication). This is the root cause of this error message.

The fix was to delete the organisation and re-import the organisation from the Deployment Manager. Once this is done, the new user can be added without any issue. This was the additional step I had to perform after I restored the db from the backup.