{Utility} Process Views for Dynamics CRM 2013

In CRM 2013 there have been various additions to process types, for quicker access directly to individual Type of process :

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Follow below steps to create Process Views:

Download solution extender:

http://solutionextender.codeplex.com/downloads/get/522781

Import the following xml to your organization.Save the below file as xml and import the file using above tool:

<Settings>
  <UserQuery xmlns:xsi=”
http://www.w3.org/2001/XMLSchema-instance” xmlns:xsd=”http://www.w3.org/2001/XMLSchema”>
    <RecordId>00000000-0000-0000-0000-000000000000</RecordId>
    <AdvancedGroupBy />
    <ColumnSetXml />
    <ConditionalFormatting />
    <Description />
    <FetchXml>&lt;fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’&gt;&lt;entity name=’workflow’&gt;&lt;attribute name=’workflowid’/&gt;&lt;attribute name=’name’/&gt;&lt;attribute name=’category’/&gt;&lt;attribute name=’primaryentity’/&gt;&lt;attribute name=’statecode’/&gt;&lt;attribute name=’createdon’/&gt;&lt;attribute name=’ownerid’/&gt;&lt;attribute name=’owningbusinessunit’/&gt;&lt;attribute name=’type’/&gt;&lt;order attribute=’name’ descending=’false’/&gt;&lt;filter type=’and’&gt;&lt;condition attribute=’category’ operator=’eq’ value=’3’/&gt;&lt;/filter&gt;&lt;/entity&gt;&lt;/fetch&gt;</FetchXml>
    <LayoutXml>&lt;grid name=’resultset’ object=’4703′ jump=’name’ select=’1′ icon=’1′ preview=’0’&gt;&lt;row name=’result’ id=’workflowid’&gt;&lt;cell name=’name’ width=’300′ /&gt;&lt;cell name=’category’ width=’200′ /&gt;&lt;cell name=’primaryentity’ width=’200′ /&gt;&lt;cell name=’type’ ishidden=’1′ width=’100′ /&gt;&lt;cell name=’statecode’ width=’100′ /&gt;&lt;cell name=’createdon’ width=’100′ /&gt;&lt;cell name=’ownerid’ width=’200′ /&gt;&lt;cell name=’owningbusinessunit’ width=’200′ /&gt;&lt;/row&gt;&lt;/grid&gt;</LayoutXml>
    <Name>Actions</Name>
    <QueryType>0</QueryType>
    <ReturnedTypeCode>workflow</ReturnedTypeCode>
  </UserQuery>
  <UserQuery xmlns:xsi=”
http://www.w3.org/2001/XMLSchema-instance” xmlns:xsd=”http://www.w3.org/2001/XMLSchema”>
    <RecordId>00000000-0000-0000-0000-000000000000</RecordId>
    <AdvancedGroupBy />
    <ColumnSetXml />
    <ConditionalFormatting />
    <Description />
    <FetchXml>&lt;fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’&gt;&lt;entity name=’workflow’&gt;&lt;attribute name=’workflowid’/&gt;&lt;attribute name=’name’/&gt;&lt;attribute name=’category’/&gt;&lt;attribute name=’primaryentity’/&gt;&lt;attribute name=’statecode’/&gt;&lt;attribute name=’createdon’/&gt;&lt;attribute name=’ownerid’/&gt;&lt;attribute name=’owningbusinessunit’/&gt;&lt;attribute name=’type’/&gt;&lt;order attribute=’name’ descending=’false’/&gt;&lt;filter type=’and’&gt;&lt;condition attribute=’category’ operator=’eq’ value=’0’/&gt;&lt;condition attribute=’mode’ operator=’eq’ value=’0’/&gt;&lt;/filter&gt;&lt;/entity&gt;&lt;/fetch&gt;</FetchXml>
    <LayoutXml>&lt;grid name=’resultset’ object=’4703′ jump=’name’ select=’1′ icon=’1′ preview=’0’&gt;&lt;row name=’result’ id=’workflowid’&gt;&lt;cell name=’name’ width=’300′ /&gt;&lt;cell name=’category’ width=’200′ /&gt;&lt;cell name=’primaryentity’ width=’200′ /&gt;&lt;cell name=’type’ ishidden=’1′ width=’100′ /&gt;&lt;cell name=’statecode’ width=’100′ /&gt;&lt;cell name=’createdon’ width=’100′ /&gt;&lt;cell name=’ownerid’ width=’200′ /&gt;&lt;cell name=’owningbusinessunit’ width=’200′ /&gt;&lt;/row&gt;&lt;/grid&gt;</LayoutXml>
    <Name>Background Workflows</Name>
    <QueryType>0</QueryType>
    <ReturnedTypeCode>workflow</ReturnedTypeCode>
  </UserQuery>
  <UserQuery xmlns:xsi=”
http://www.w3.org/2001/XMLSchema-instance” xmlns:xsd=”http://www.w3.org/2001/XMLSchema”>
    <RecordId>00000000-0000-0000-0000-000000000000</RecordId>
    <AdvancedGroupBy />
    <ColumnSetXml />
    <ConditionalFormatting />
    <Description />
    <FetchXml>&lt;fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’&gt;&lt;entity name=’workflow’&gt;&lt;attribute name=’workflowid’/&gt;&lt;attribute name=’name’/&gt;&lt;attribute name=’category’/&gt;&lt;attribute name=’primaryentity’/&gt;&lt;attribute name=’statecode’/&gt;&lt;attribute name=’createdon’/&gt;&lt;attribute name=’ownerid’/&gt;&lt;attribute name=’owningbusinessunit’/&gt;&lt;attribute name=’type’/&gt;&lt;order attribute=’name’ descending=’false’/&gt;&lt;filter type=’and’&gt;&lt;condition attribute=’category’ operator=’eq’ value=’4’/&gt;&lt;/filter&gt;&lt;/entity&gt;&lt;/fetch&gt;</FetchXml>
    <LayoutXml>&lt;grid name=’resultset’ object=’4703′ jump=’name’ select=’1′ icon=’1′ preview=’0’&gt;&lt;row name=’result’ id=’workflowid’&gt;&lt;cell name=’name’ width=’300′ /&gt;&lt;cell name=’category’ width=’200′ /&gt;&lt;cell name=’primaryentity’ width=’200′ /&gt;&lt;cell name=’type’ ishidden=’1′ width=’100′ /&gt;&lt;cell name=’statecode’ width=’100′ /&gt;&lt;cell name=’createdon’ width=’100′ /&gt;&lt;cell name=’ownerid’ width=’200′ /&gt;&lt;cell name=’owningbusinessunit’ width=’200′ /&gt;&lt;/row&gt;&lt;/grid&gt;</LayoutXml>
    <Name>Business Process Flows</Name>
    <QueryType>0</QueryType>
    <ReturnedTypeCode>workflow</ReturnedTypeCode>
  </UserQuery>
  <UserQuery xmlns:xsi=”
http://www.w3.org/2001/XMLSchema-instance” xmlns:xsd=”http://www.w3.org/2001/XMLSchema”>
    <RecordId>00000000-0000-0000-0000-000000000000</RecordId>
    <AdvancedGroupBy />
    <ColumnSetXml />
    <ConditionalFormatting />
    <Description />
    <FetchXml>&lt;fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’&gt;&lt;entity name=’workflow’&gt;&lt;attribute name=’workflowid’/&gt;&lt;attribute name=’name’/&gt;&lt;attribute name=’category’/&gt;&lt;attribute name=’primaryentity’/&gt;&lt;attribute name=’statecode’/&gt;&lt;attribute name=’createdon’/&gt;&lt;attribute name=’ownerid’/&gt;&lt;attribute name=’owningbusinessunit’/&gt;&lt;attribute name=’type’/&gt;&lt;order attribute=’name’ descending=’false’/&gt;&lt;filter type=’and’&gt;&lt;condition attribute=’category’ operator=’eq’ value=’1’/&gt;&lt;/filter&gt;&lt;/entity&gt;&lt;/fetch&gt;</FetchXml>
    <LayoutXml>&lt;grid name=’resultset’ object=’4703′ jump=’name’ select=’1′ icon=’1′ preview=’0’&gt;&lt;row name=’result’ id=’workflowid’&gt;&lt;cell name=’name’ width=’300′ /&gt;&lt;cell name=’category’ width=’200′ /&gt;&lt;cell name=’primaryentity’ width=’200′ /&gt;&lt;cell name=’type’ ishidden=’1′ width=’100′ /&gt;&lt;cell name=’statecode’ width=’100′ /&gt;&lt;cell name=’createdon’ width=’100′ /&gt;&lt;cell name=’ownerid’ width=’200′ /&gt;&lt;cell name=’owningbusinessunit’ width=’200′ /&gt;&lt;/row&gt;&lt;/grid&gt;</LayoutXml>
    <Name>Dialogs</Name>
    <QueryType>0</QueryType>
    <ReturnedTypeCode>workflow</ReturnedTypeCode>
  </UserQuery>
  <UserQuery xmlns:xsi=”
http://www.w3.org/2001/XMLSchema-instance” xmlns:xsd=”http://www.w3.org/2001/XMLSchema”>
    <RecordId>00000000-0000-0000-0000-000000000000</RecordId>
    <AdvancedGroupBy />
    <ColumnSetXml />
    <ConditionalFormatting />
    <Description />
    <FetchXml>&lt;fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’&gt;&lt;entity name=’workflow’&gt;&lt;attribute name=’workflowid’/&gt;&lt;attribute name=’name’/&gt;&lt;attribute name=’category’/&gt;&lt;attribute name=’primaryentity’/&gt;&lt;attribute name=’statecode’/&gt;&lt;attribute name=’createdon’/&gt;&lt;attribute name=’ownerid’/&gt;&lt;attribute name=’owningbusinessunit’/&gt;&lt;attribute name=’type’/&gt;&lt;order attribute=’name’ descending=’false’/&gt;&lt;filter type=’and’&gt;&lt;condition attribute=’category’ operator=’eq’ value=’0’/&gt;&lt;condition attribute=’mode’ operator=’eq’ value=’1’/&gt;&lt;/filter&gt;&lt;/entity&gt;&lt;/fetch&gt;</FetchXml>
    <LayoutXml>&lt;grid name=’resultset’ object=’4703′ jump=’name’ select=’1′ icon=’1′ preview=’0’&gt;&lt;row name=’result’ id=’workflowid’&gt;&lt;cell name=’name’ width=’300′ /&gt;&lt;cell name=’category’ width=’200′ /&gt;&lt;cell name=’primaryentity’ width=’200′ /&gt;&lt;cell name=’type’ ishidden=’1′ width=’100′ /&gt;&lt;cell name=’statecode’ width=’100′ /&gt;&lt;cell name=’createdon’ width=’100′ /&gt;&lt;cell name=’ownerid’ width=’200′ /&gt;&lt;cell name=’owningbusinessunit’ width=’200′ /&gt;&lt;/row&gt;&lt;/grid&gt;</LayoutXml>
    <Name>Real-time Workflows</Name>
    <QueryType>0</QueryType>
    <ReturnedTypeCode>workflow</ReturnedTypeCode>
  </UserQuery>
  <UserQuery xmlns:xsi=”
http://www.w3.org/2001/XMLSchema-instance” xmlns:xsd=”http://www.w3.org/2001/XMLSchema”>
    <RecordId>00000000-0000-0000-0000-000000000000</RecordId>
    <AdvancedGroupBy />
    <ColumnSetXml />
    <ConditionalFormatting />
    <Description />
    <FetchXml>&lt;fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’&gt;&lt;entity name=’workflow’&gt;&lt;attribute name=’workflowid’/&gt;&lt;attribute name=’name’/&gt;&lt;attribute name=’category’/&gt;&lt;attribute name=’primaryentity’/&gt;&lt;attribute name=’statecode’/&gt;&lt;attribute name=’createdon’/&gt;&lt;attribute name=’ownerid’/&gt;&lt;attribute name=’owningbusinessunit’/&gt;&lt;attribute name=’type’/&gt;&lt;order attribute=’name’ descending=’false’/&gt;&lt;filter type=’and’&gt;&lt;condition attribute=’category’ operator=’eq’ value=’0’/&gt;&lt;/filter&gt;&lt;/entity&gt;&lt;/fetch&gt;</FetchXml>
    <LayoutXml>&lt;grid name=’resultset’ object=’4703′ jump=’name’ select=’1′ icon=’1′ preview=’0’&gt;&lt;row name=’result’ id=’workflowid’&gt;&lt;cell name=’name’ width=’300′ /&gt;&lt;cell name=’category’ width=’200′ /&gt;&lt;cell name=’primaryentity’ width=’200′ /&gt;&lt;cell name=’type’ ishidden=’1′ width=’100′ /&gt;&lt;cell name=’statecode’ width=’100′ /&gt;&lt;cell name=’createdon’ width=’100′ /&gt;&lt;cell name=’ownerid’ width=’200′ /&gt;&lt;cell name=’owningbusinessunit’ width=’200′ /&gt;&lt;/row&gt;&lt;/grid&gt;</LayoutXml>
    <Name>Workflows</Name>
    <QueryType>0</QueryType>
    <ReturnedTypeCode>workflow</ReturnedTypeCode>
  </UserQuery>
</Settings>

Hope it helps!

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{Guide} Step by Step: Install Email router for Dynamics CRM 2013

Recently did a fresh CRM 2013 deployment and documented Email router installations steps for reference:

· Download Email router for CRM 2013 from following link:

http://www.microsoft.com/en-us/download/confirmation.aspx?id=40342

· Click Installer and following extractor will be launched:

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· Pick a folder to extract and then start extracting, next screen will be as below:

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It is recommended that selected option for getting updated is kept. Click Next.

· Setup will check and let you know if update is needed:

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Click Next.

· Accept the License agreement checkbox and click I Accept:

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· Setup will point for missing components, if any, Please Install them by clicking Install button:

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· Once completed with installation, Click next on screen as below:

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· Select components to install(Click checkbox for installation):

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Click Next.

· Pick the installation drive and click Next:

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· At this step, You might encounter this error:

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When you try to install Microsoft Dynamics CRM E-mail Router, you receive the following error message:

The Microsoft Exchange MAPI subsystem is not installed on this system.

Refer to the KB article link to resolve this issue: http://support.microsoft.com/kb/951401

· Once installed with the required dll, continue as below:

clip_image010

Click Next.

· Click on Install:

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· Email router setup for Dynamics CRM 2013 is complete. Press Finish:

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Hope it helps!

{Error} Custom Filter Error There was an error processing your request

Scenario:

· Click on the filter icon to enable filtering on every column

· Click on any column filter

· Click on Custom Filter

· Select Equals as the option

Issue:

– “There was an error processing your request” error is displayed

Resolution:

In our case we found & needs to be removed from option set text as per below community link: http://community.dynamics.com/crm/f/117/t/120944.aspx