FieldOne Sky – Address Standardisation

Have been playing with FieldOne Sky, which is a Dynamics CRM 2016 Customer Service addon. One thing that caught my attention while starting to create Accounts was a popup that comes automatically while you are entering an address into an Account or a Contact record in Dynamics CRM, and presents you with the completed address.

Curious to know that from where was it coming from I tried to check the source and found that it is coming from one of the web resources that is a part of FieldOne solution.

AutoAddressSuggestor.html

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Well the good thing is it provides you free of cost Address lookup and Autocomplete functionality as shown below.

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Thanks Microsoft, keep the goodies coming !

CRM users who do not have a valid security role assigned

When a CRM implementation goes live the most important task is to get the users on board with their new Dynamics CRM system. CRM Admins ensure that proper security roles are assigned to every user so that they can log in without any issue. However, assignment of the security roles to the users is still a manual task and when you have hundreds of users, there is a possibility that some users may get missed.

CRM has a very useful view on the User entity called Users with no assigned security roles which does a pretty good job in quickly identifying those users who have a valid license but do not any security role.

But the situation becomes challenging when you have  blanket security roles e.g. ClickDimensions User or Xperido User that are assigned to every user and on top of that each user should have at least one CRM specific security role e.g. SalesPerson, Marketing Professional, etc.

How do you make sure that every user has at least one CRM security role on top of the blanket (or addin) security roles?

I would like to share a solution I have used to achieve this using FetchXml left outer join.

The prerequisite for this query is that you need to find out the GUIDs of the blanket security roles that you want to exclude from your search criteria.

e.g. the below query return all users who do not have any security role assigned to them excluding Xperido User and ClickDimensions User.

 

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" >

  <entity name="systemuser" >

    <attribute name="fullname" />

    <attribute name="internalemailaddress" />

    <order attribute="fullname" descending="false" />

    <filter type="and" >

      <condition attribute="isdisabled" operator="eq" value="0" />    

      <condition entityname="userrole" attribute="roleid" operator="null" />

    </filter>

    <link-entity name="systemuserroles" alias="userrole" from="systemuserid" to="systemuserid" link-type="outer" >

      <attribute name="roleid" />

      <filter type="and" >

        <condition attribute="roleid" operator="ne" value="{24EB9173-7C62-E511-80EA-C4346BC5A710}" /> <!--Xperido  -->

        <condition attribute="roleid" operator="ne" value="{26EC7898-1029-E411-934F-00155D00730E}" /> <!-- ClickDimensions -->

      </filter>

    </link-entity>

  </entity>

</fetch>

You can run this fetchXml  in XrmToolbox or save it as view (SavedQuery)

Diagnosing FieldOne Sky mobile app

FieldOne Sky, the MS CRM field solution, comes up with a free Windows app that you can use as an emulator/tester for the mobile functionality. In my opinion and after reading other users’ experiences on the web, the app is still getting mature and you *may* encounter a crash.

download

Courtesy: arquivogamer

 

When it crashes, the app simply vanishes from the console without any warning or error log file.

How do you know what caused the error, so that you have at least an opportunity to DIY a fix

 

So what do you?

 

After following some traces and doing random searches in the temporary files, I did hit upon the error log which is contains the actual error that caused the crash.

 

The mobile app maintains the error log in a file called crash.log (what an appropriate name Smile)

The file is present here: C:\Users\<loggedinUser>\AppData\Local\Packages\FieldOneSystemsLLC.FieldOneSkyMobile_xxxxxxx\LocalState\MobileCRM

 

Another important files that keep the execution log can be found here

C:\ProgramData\Microsoft\Windows\WER\ReportArchive\AppCrash_FieldOneSystemsL_<a big guid>\Report.wer (open this with notepad)

 

Happy diagnosing !!