Setting default filter for Personal view

Let’s take example of sales personal, while working with their sales opportunities mostly they create personal view and put their filter criteria while designing. Most of the time they use some common filtering criteria + specific filter criteria, and if we want to minimize their effort to put at least the common filtering criteria to advance find view, how can we accomplish this ?? The answer is to customize Opportunity’s advance find view and add our common set of filtering criteria, let’s take very simple example, we want to default a filter criteria for opportunity created current month.

We can follow below steps to implement it

    1. Navigate to Settings |Customization|Customize the System
    2. Open Advance find view from Opportunity, Components |Entities |Opportunity|View|Opportunity Advance Find View.
    3. Click on Edit Filter Criteria and add filter like below

4. Click on Save and Close.
5. Publish your changes.

Now when you will try to create personal view for opportunity, you will get a default filter as created on this month.





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Step by Step creating wildcard certificate

Most of the time while setting IFD for Microsoft Dynamics CRM 2011/2013 dev environment we use wildcard certificate. In this post we are going to provide step by step instruction to setup a wildcard certificate using IIS 7. We are using windows 2008 r2 operating system.

In order to create a wildcard certificate first we need to generate a certificate singing request using below steps

Step 1. Make sure certificate authority service up and running in your server (If certificate authority is not installed, you can refer this to install it)

Step 2.  Navigate to IIS manager and select your root server.

Step 3. Double click on Server Certificate under featured view.


Step 4. Select “Create Certificate Request” under Actions from right hand section.

Step 5. Fill required information



Note: make sure to use an asterisk (*) because we are creating wildcard certificate.

Step 6. Click on Next and select below options

Cryptographic Service Provider: Microsoft RSA SChannel Cryptographic Provider

Bit Length: 2048

Step 7. Click next and specify file name for your certificate request for example (Let’s say wildcardcert)

Step 8. Click on Finish

Now we have created a certificate signing request, we can submit it against windows certificate authority using below steps.

Step 8. Run command prompt and use below command (you can right click on command prompt and run it as Administrator)

certreq-submit -attrib “CertificateTemplate: WebServer” c:\wildcardcert.txt    

first it will prompt to select certificate authority and then it will prompt to save your certificate, give it a name and save it. Exist from command prompt.

Now we will be completing our certificate request using complete certification request.

Step 9. Goto IIS->Root server->Server Certification->Actions and select Complete Request option under Action.

Step 10. Click on browse and select your certificate file that is created in last step.

Step 11. Provide friendly name and click ok.

Now our wildcard certificate is ready and can be used in binding MS CRM website.

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Filed under IFD, MS CRM 2011, MS CRM 2013, Uncategorized

Updated SOAPLogger for CRM 2013 to generate JavaScript


Get complete Soap Request

Originally posted on Nishant Rana's Weblog:


We have tool called SOAPLogger (..SDKSampleCodeCSClientSOAPLogger) that generates Soap request and response based on the C# code.

I have updated the tool to generate JavaScript that neatly wraps the Soap Request.

The output.txt and JavaScript code generated by the tool

Download the tool (convert .doc to .zip format)

Hope it helps..

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Microsoft Fakes and LINQ (Custom Workflow Activity) in CRM


Unit Testing using Microsoft Fakes

Originally posted on Nishant Rana's Weblog:


Just sharing a sample code to test a custom workflow activity using Microsoft Fakes.

The custom workflow activity uses LINQ.

The custom workflow activity code


public sealed class MyCustomWorkflowActivity : CodeActivity
#region Public Properties

[Input("Stage Name")]
public InArgument<string> StageName { get; set; }


#region Methods

/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">
/// The execution context.
/// </param>
protected override void Execute(CodeActivityContext executionContext)
// Create the tracing service
var tracingService = executionContext.GetExtension<ITracingService>();

// Create the context
var context = executionContext.GetExtension<IWorkflowContext>();

var serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();

IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

using (var xrmServiceContext = new XrmServiceContext(service))
// get the business process workflow id
var workflow = (from w in xrmServiceContext.WorkflowSet
where w.Name == "Business Process Workflow Name"
select new Workflow { WorkflowId = w.WorkflowId }).FirstOrDefault();

if (workflow != null)
// get the stage name from the context's input parameter

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Microsoft Dynamics CRM 2013 update Rollup 3

Recently Microsoft Dynamics CRM 2013 update Rollup 3 is released, refer below link to get more details on issues fixed in this rollup

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OptionSetId cannot be changed. EnumAttributeInfo.AttributeDescription.OptionSetId(089e077e-6055-446a-ad6e-326f0bee7c9c) != c0864f8b-2c13-e411-93ed-000d3a800961


Option Set Id cannot be changed Error

Originally posted on Nishant Rana's Weblog:

We got this error while importing the solution. This issue is caused by having an optionset with same name but different guid.

The solution is to identify the field and delete it from the org where we are importing.

select name from optionsetview where optionsetid = ‘c0864f8b-2c13-e411-93ed-000d3a800961′ (the 2nd guid)

The helpful post


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