CRM–Shared Secured Field

 

Now in CRM you can share Secured Field with other Users or Team.

When a Entity has at least one secured field defined, a User get to see the option in Ribbon as “Share Secured Fields”

 

Clicking on Link opens a new Window where user can Add/Remove User/Team and grant permission to each individual on every secured field

 

 

Error while Export to Excel – The data has invalid column headings, so you will not be able to re-import it

If you get to see following error message while export to excel, check if you CRM View has two or more columns with same display names. Once you remove it error will go off.

HTH

Error: Your subscription has the maximum amount of storage available. To obtain additional storage, please contact our sales organization.

 

We received following error on CRM 2013 On-premise deployment.

 

From message it looks like this error is for CRM 2013 Online clients, where each subscription has storage limit and when this storage limit is approaching CRM Admin gets email so that they can pro-actively get more subscription space. However it does not make any sense for CRM On-premise.

This error basically comes when Database drive space is full and has not more space, so either we have to shrink the database or get more disk space.

CRM 2011 & CRM 2013–Usage Audit Report (On-Premise Deployment)

For On-Premise deployment of CRM 2011 or CRM 2013, I have written a SQL Query which will give details about who when accessed the CRM and what was his/her role in CRM

CRM does have a Audit Summary View which let you see this details but you cannot export this data from CRM Audit Summary entity neither can you have carts/graphs around that data in CRM Report.

Here is script, run it as db_owner on CRM Database. You can also write SQL Connection in Excel and pull this data dynamically.

SELECT Usage.*

,(SELECT SecRole.Name +‘,’FROM SystemUserRoles SysUser

INNERJOINRole SecRole ON SysUser.RoleId = SecRole.RoleId

INNERJOIN SystemUse SU ON SysUser.SystemUserId = SU.SystemUserId

WHERE SU.DomainName = Usage.UserName

FORXMLPATH (”))AS SecRoleNames

FROM

(

SELECT U.fullname AS [FullName], U.DomainName AS [UserName]

,DATEPART(YYYY,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))AS [Year]

,DATEPART(MM,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))AS [Month]

,DATEPART(DD,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))AS [Day]

,COUNT(*) [Counter]

,MIN(DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn)) [FirstAccessAt]

,MAX(DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn)) [LastAccessAt]

FROM AUDIT A

INNERJOIN SystemUser U ON A.objectid = U.Systemuserid

WHEREAction= 64

GROUPBY

U.fullname, U.DomainName

,DATEPART(YYYY,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))

,DATEPART(MM,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))

,DATEPART(DD,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))

) Usage

Hope you find this script handy.