News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to disable the user button order configuration for SmartBarhttps://www.mscrm-addons.com/Blog/PostId/10228/how-to-disable-the-user-button-order-configuration-for-smartbar*General*,RecordCounter (RC),SmartBar (SB)Mon, 29 Jul 2019 13:58:12 GMT<p><span>If you need a static order of the buttons in the SmartBar Ribbon,<br /> disable the &bdquo;Enable Drag Option&ldquo; in the <strong>CRM &gt; Settings &gt; SmartBar &gt; General Settings</strong>:</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" General Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure1.jpg"> <img alt=" General Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: General Settings </em> </div> </div> <p>&nbsp;</p> <p><span>Afterwards delete the user specific button order in the <strong>CRM &gt; Settings &gt; SmartBar &gt; Global Settings</strong>:</span></p> <p><a title=" Global Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg" style="background-color: #ffffff;"><img alt=" Global Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Global Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Global Settings </em> </div> </div> <p>&nbsp;</p> <p><strong><span>That&rsquo;s it!</span></strong><span style="background: white; color: black;"> We appreciate your feedback! Please share your thoughts by sending an email to</span><span style="background: white; color: #777777;"> </span><a href="mailto:support@mscrm-addons.com"><span style="background: white; padding: 0cm; border: 1pt none windowtext;">support@mscrm-addons.com</span></a></p> <p>&nbsp;</p>10228Perform a config change of RecordCounter for MS CRM 2011https://www.mscrm-addons.com/Blog/PostId/9582/perform-a-config-change-of-recordcounter-for-ms-crm-2011RecordCounter (RC),RC 2011Thu, 14 Jun 2012 19:43:00 GMT<p>The current version of RecordCounter for MS CRM 2011 contains performance updates.&nbsp;These updates will&nbsp;take effect, once&nbsp;the following changes&nbsp;have been&nbsp;made to&nbsp;the config.</p> <p>This article describes how to do this.<br /> <br /> After the upgrade process of RecordCounter has finished, please start the <em>RecordCounterServer Config</em> and connect to your organization.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Record Counter Configuration" href="http://mscrm-addons.com/images/blog/files/2012%2f6%2fPerformChange_1.1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f6%2fPerformChange_1.1.png" /></a></div> </p> <p><em>Figure 1: Record Counter Configuration</em></p> <p>When the config tool&nbsp;has finished&nbsp;loading, check or uncheck any checkbox of the tree view. <br /> We suggest to take some of the second level ones because they have less impact.</p> <p>In the below example, we have checked <em>Cases</em>&nbsp;in the entity <em>Contact</em>:</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="RecordCounter Server Config" href="http://mscrm-addons.com/images/blog/files/2012%2f6%2fPerformChange_2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f6%2fPerformChange_2.png" /></a></div> </p> <p><em>Figure 2: RecordCounter Server Config</em>&nbsp;</p> <p>The reason for this is that the Config should notice that there was a change. After a click on the <em><strong>[OK]</strong></em>-button, it will generate the fetches with the new logic again.</p> <p>Now you only need to restore the old state. After the configuration has closed, start it once more. Now check or uncheck the same entity as before again. After a click on the <em><strong>[OK]</strong></em>-button, you will have the old state with the new fetches.</p> <p><span style="color: #ff0000;"><strong>Please note:</strong> If your changes do not take any effect after the configuration has been closed, please restart the <em>Microsoft Dynamics CRM Sandbox Processing Service</em> on the CRM server.</span></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9582Save modes of RecordCounter for MS CRM 2011https://www.mscrm-addons.com/Blog/PostId/9578/save-modes-of-recordcounter-for-ms-crm-2011RecordCounter (RC),RC 2011Thu, 03 May 2012 18:55:00 GMT<p>If you hit the <em><strong>[OK]</strong></em>-button on the RecordCounter Server Config first, it will generate and save the fetches and then generate and import the <em>RecordCounterServerConfig</em>-solution.</p> <p>In some cases it will be helpful to only save the fetches or only to import the solution.</p> <p>This article describes how this can be achieved.</p> <p><strong>Make the selection box visible</strong></p> <p>In the <em>RecordCounter Server Config</em> there is a hidden selection box. If visible, it can be used to select the save mode of the Config. In the following two cases the box will be visible:<br /> <br /> <em>1: After you have set a registry value to true</em><br /> <br /> Open the registry on the server on which the RecordCounter is installed and navigate to <em>HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\RecordCounterserver</em><br /> <br /> </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Registry editor" href="http://mscrm-addons.com/images/blog/files/2012%2f5%2fRCSaveMode_1neu.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f5%2fRCSaveMode_1neu.png" /></a></div> </p> <p><em>Figure 1: Registry editor</em></p> <p>Add the string value <em>ShowConfigSaveMode</em> with the value <em>true</em> to it.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="String value ShowConfigSaveMode" href="http://mscrm-addons.com/images/blog/files/2012%2f5%2fRCSaveMode_2neu.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f5%2fRCSaveMode_2neu.png" /></a></div> </p> <p><em>Figure 2: String value ShowConfigSaveMode</em></p> <p><em>2: If during the save process an error occurs</em><br /> <br /> After you have hit the <em><strong>[OK]</strong></em>-button, the <em>RecordCounter Server Config</em> will save all settings and import the solution. Once the settings have been saved successfully, and if during the import of the solution occurs an error, the selection box will be shown.<br /> But in this case the save mode is set to <em>SolutionOnly</em> and cannot be changed. The reason for this is that there is no need to save the settings and only the solution needs to be imported again.<br /> <br /> <br /> <strong>Available Save Modes</strong> </p> <p>There are three modes available.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Available save modes" href="http://mscrm-addons.com/images/blog/files/2012%2f5%2fRCSaveMode_3neu.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f5%2fRCSaveMode_3neu.png" /></a></div> </p> <p><em>Figure 3: Available save modes</em></p> <p>&nbsp;</p> <p><em>SettingsAndSolution:</em><br /> Using this mode, the Config will first save all settings, e.g the fetches. The second step is to import the generated <em>RecordCounterServerConfig</em>-solution.</p> <p>This is the default mode. It will work in 99 percent of all cases.</p> <p>If the selection box is hidden, this mode is selected.<br /> <br /> <br /> <em>SettingsOnly:</em><br /> This mode will only generate and save fetches for the selected entities. Theses fetches will be executed to count the linked records.<br /> <br /> <em>SolutionOnly:</em><br /> This mode will only generate and import the <em>RecordCounterServerConfig</em>-solution. It adds a link to the <em>ptm_LineItemCountOnload</em>-library and executes the <em>StartLineItemCount</em>-function for all selected entities.<br /> <br /> <br /> <strong>Purpose of theses modes</strong></p> <p>These modes can be very helpful if you, for example, have detected that the entity <em>Account</em>&nbsp;causes a solution importing problem. The reason for that could be that the main entity from <em>Account</em>&nbsp;is unmanaged.<br /> In this case check all entities (<em>Account</em>-entity as well) for which the RecordCounter should be activated. Select the <em>SettingsOnly</em>-mode and hit the <em><strong>[OK]</strong></em>-button. After the process has finished, all necessary settings (like fetches for all selected entities) have been stored.</p> <p>Therewith, the RecordCounter will start, the <em>ptm_LineItemCountOnload</em>-JavaScript-library must be added and the starting function must be executed. This can be done for all managed entities by using the <em>RecordCounterServerConfig</em>-solution.<br /> As shown in the example, leave the same entities selected, but uncheck the whole <em>Account</em>-entity, as it is causing the problem. Next, select the <em>SolutionOnly</em>-mode. Then start the import process with a click on the <em><strong>[OK]</strong></em>-button again. After the process has finished, the RecordCounter is set up for all entities, except for <em>Account</em>.<br /> Now, the RecordCounter will work for <em>Account</em>&nbsp;as well. You will have to add the library and execute the starting function for it manually. How this can be done is described in the following <a href="http://www.mscrm-addons.com/Blog/PostId/9552/Configure RecordCounter for unmanaged custom entities">article</a>.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9578How to enable debugging for the RecordCounterhttps://www.mscrm-addons.com/Blog/PostId/9575/how-to-enable-debugging-for-the-recordcounterRecordCounter (RC),RC 2011Fri, 20 Apr 2012 09:00:00 GMT<p><span style="color: #ff0000;">+++++++++++++++++++++++++++++++++++++++++++++++++++</span><br /> <span style="color: #ff0000;">Please note&nbsp;</span><br /> <br /> <span style="color: #ff0000;">This article only applies to the RecordCounter in Microsoft Dynamics CRM 2011.&nbsp;</span></p> <p><span style="color: #ff0000;">+++++++++++++++++++++++++++++++++++++++++++++++++++&nbsp;</span></p> <p><strong>How to activate Debugging</strong></p> <p>Within CRM, navigate to&nbsp;<em>Settings</em>&nbsp;[1] &gt;&nbsp;<em>MSCRM-ADDONS.com Products</em>&nbsp;[2] and open the&nbsp;<em>Plugin</em>-record [3].</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Open Plugin-record" href="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_1.png" /></a></div> </p> <p><em>Figure 1: Open Plugin-record</em></p> <p>&nbsp;</p> <p>Select the <em>MSCRM-ADDONS.com Settingskeys</em> [1] and open the <em>debug</em>-setting [2].</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Open debug-setting" href="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_2.png" /></a></div> </p> <p><em>Figure 2: Open debug-setting</em></p> <p>&nbsp;</p> <p>Set the <em>KeyValue</em>&nbsp;to <em>true</em>&nbsp;[1] and hit the <em><strong>[Save]</strong></em>-button.&nbsp;From now on debugging is activated.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Activated debugging" href="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_3.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_3.png" /></a></div> </p> <p><em>Figure 3: Activated debugging</em></p> <p>&nbsp;</p> <p><strong>Access the log files</strong></p> <p>The log files will be stored in the <em>MSCRM-ADDONS-com Debug</em>-entity.&nbsp;The easiest way to access it is by using the advanced find.</p> <p>Select the <em>MSCRM-ADDONS-com Debug</em>-entity [1] and include the following condition: <em>Name</em>&nbsp;must <em>Contain&nbsp;LineItemCount</em>&nbsp;[2]. It ensures that only log files of the RecordCounter will be retrieved. Then click on the <em><strong>[Results]</strong></em>-button. [3].</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Advanced Find" href="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_4.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_4.png" /></a></div> </p> <p><em>Figure 4: Advanced Find</em></p> <p>&nbsp;</p> <p>In the next window, use the <em>Add-columns functionality </em>and add the <em>ptm-message</em>-field to the grid.&nbsp;</p> <p>Next delete all retrieved debug records. Then reproduce the error and refresh the result list of this advanced find. This ensures that you only have the latest and relevant log files.</p> <p>Select all records and hit <em>Export MSCRM-ADDONS.com Debug</em>&nbsp;[1].&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Export MSCRM_ADDONS.com Debug" href="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_5.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f4%2fRC_Debug_5.png" /></a></div> </p> <p><em>Figure 5: Export MSCRM_ADDONS.com Debug</em></p> <p>In the next dialog, check <em>Static Worksheet</em>&nbsp;and hit the <em><strong>[Export]</strong></em>-button.</p> <p>&nbsp;</p> <p>Please send the excel log-file with a short error description and a screenshot to our support (<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>)&nbsp;</p> <p>&nbsp;</p> <p><strong>That's it! </strong>We appreciate your feedback about our feature and your MS Dynamics CRM 2016 user experience.</p> <p>Please share your thoughts by sending us an email to <a href="mail">support@mscrm-addons.com</a>.</p>9575RecordCounter - Plugin Registration Errorhttps://www.mscrm-addons.com/Blog/PostId/9567/recordcounter-plugin-registration-errorRecordCounter (RC),RC 2011Fri, 30 Dec 2011 12:25:00 GMT<p>If the error message <em>Plugin registration error of PTM Plugins!</em> appears after the installation of RecordCounter, it means that the plugin wasn&rsquo;t updated successfully. To solve this problem, please follow the instructions of this article.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Error message" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2f1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2f1.png" width="520" height="367" /></a></div> </p> <p><em>Figure 1: Error message</em></p> <p>First, open your <em>CRM &gt; Settings &gt; Solutions</em>. Then press the <em><strong>[Import]</strong></em>-button.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Press the [Import]-button" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2f2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2f2.png" width="520" height="275" /></a></div> </p> <p><em>Figure 2: Press the [Import]-button</em></p> <p>&nbsp;</p> <p>The following dialog appears. Use it to reimport the <em>MSCRMADDONScomGeneral.zip</em>-solution. The file can be found in the installation folder of the RecordCounter Server Config in the subfolder <em>Essentials</em>. After you&rsquo;ve selected the solution hit the <em><strong>[Next]</strong></em>-button.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Select Solution Package - dialog" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2f3.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2f3.png" width="520" height="375" /></a></div> </p> <p><em>Figure 3: Select Solution Package - dialog</em></p> <p>Please keep in mind that the&nbsp;<em>current version installed</em>&nbsp;and the&nbsp;<em>version contained in the update</em>&nbsp;have to match. If this is not the case, it seems that you&rsquo;ve installed a further add-on which includes a newer version of&nbsp;<em>MSCRMADDONScomGeneral.zip</em>. Do not install this version if these do not match. Instead, look into the&nbsp;<em>Essentials</em>-folder of the other addon and search for the latest&nbsp;<em>MSCRMADDONScomGeneral.zip</em>&nbsp;(which matches with the&nbsp;<em>current version installed</em>) and select it.</p> <p>&nbsp;</p> <p>In this example the versions match and we can continue. Press the <em><strong>[Next]</strong></em>-button in order to proceed.&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Solution Information" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2f4.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2f4.png" /></a></div> </p> <p><em>Figure 4: Solution Information</em></p> <p>Now, the following below window (Figure 5) appears. Check <em>Overwrite customizations</em>&nbsp;and press the <em><strong>[Next]</strong></em>-button.</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2f5.png" width="498" height="331" /></p> <p>After the import, the error message will not appear anymore.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9567Configure RecordCounter for custom n:n relationshttps://www.mscrm-addons.com/Blog/PostId/9553/configure-recordcounter-for-custom-nn-relationsRecordCounter (RC),RC 2011Mon, 21 Nov 2011 10:15:00 GMT<p><span style="color: #ff0000;">Please note: It is not possible to set up custom <em>n:n-relations </em>by using the tree view of the <em>RecordCounter Server Config</em>!</span></p> <p>Instead, you have to use the <em>Configuration Tool</em>. To do so, click on the <strong><em>[Configure RecordCounter]</em></strong>-button to open it.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="RecordCounter Server Config" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg1.gif"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg1.gif" width="510" height="512" /></a> </div> </p> <p><em>Figure 1: RecordCounter Server Config</em></p> <p>The following window (Figure 2) will appear. First of all, you must add a new <em>navigation-item</em> to the list in the <em>Navig Item-area</em>. This can be done with a click on the <em><strong>[Add]</strong></em>-button</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Record Counter - Configuration Tool" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg2.gif"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg2.gif" width="510" height="380" /></a> </div> </p> <p><em>Figure 2: Record Counter - Configuration Tool</em></p> <p>&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add Navigation Item-window" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg3.gif"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg3.gif" /></a> </div> </p> <p><em>Figure 3: Add Navigation Item-window</em></p> <p>&nbsp;</p> <p> To find out the right name for the entry, just follow these instructions: <br /> Open a CRM-record, which includes the related entity in the navigation bar.<br /> By pressing the <em><strong>[F12]</strong></em>-button (or <em>Extras -&gt; Developer Tools</em>) the Developer Tool will appear. </p> <p> Here, click on the cursor in the upper left area of the tool. After that, switch back to CRM and click on the menu item (for which RecordCounter should be configured).&nbsp;<br /> The html-code of that menu item will be displayed and highlighted in the Developer Tool.&nbsp;<br /> Now you only have to search through the highlighted selector for the attribute&nbsp;<em>id</em>. The value of the&nbsp;<em>id</em>&nbsp;is the name of the new config entry. </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Developer Tool" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg4.gif"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg4.gif" width="510" height="568" /></a> </div> </p> <p><em>Figure 4: Developer Tool</em></p> <p> The next step is to build your custom fetch.<br /> The easiest way to build a fetch is by using a <em>fetch generator</em>, e.g. <em>Stunnware Tools</em>. Additionally, there is a solution available that allows you to execute a fetch directly from CRM. This can be very helpful for testing. The following article describes how this can be used: <a href="http://www.mscrm-addons.com/Blog/PostId/9565/Execute Fetch from CRM 2011">Link to article</a>. </p> <p> As main entity for the fetch, select the entity for which you want to enable the RecordCounter. In this case it is <em>product</em>. You must only add the <em>id-attribute</em> to it (<em>productid</em>).<br /> Next, you have to add a link to the parent entity. In our example, we add <em>Contact</em>.<br /> <br /> Finally, you have to add a filter and a condition. The reason for this condition is that only records linked with the current parent entity should be counted.<br /> The attribute of the condition has to be the id-attribute of the parent entity. It is <em>contactid</em> in this case. For value type in <em>[GUID]</em>. The RecordCounter will replace it with the calling parent entity-id. </p> <p> <strong>Example fetch:</strong> </p> <p> &lt;fetch mapping="logical" distinct="true" version="1.0"&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;entity name="product"&gt;<br /> &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &lt;attribute name="productid"&gt;<br /> &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;li name="new_contact_product" from="productid" to="productid"&gt;<br /> &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;filter&gt;<br /> &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;condition attribute="contactid" operator="eq" value="[GUID]"&gt;<br /> &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;/condition&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;filter&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;/li&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;/attribute&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;/entity&gt;<br /> &lt;/fetch&gt; </p> <p>&nbsp;</p> <p>Next, select your new navigation entry in the config and focus the <em>Additional Fetches</em>-area. Click on the <em><strong>[Add]</strong></em>-button</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Record Counter Configuration Tool" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg5.1.gif"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2fimg5.1.gif" width="510" height="381" /></a> </div> </p> <p><em>Figure 5: Record Counter Configuration Tool</em></p> <p>Now the following window will appear. Include your fetch in the <em>Fetch-XML</em>-field.</p> <p>And add the EntityTypeCode of the parent entity to <em>Fetch-Type</em>. In this example, the parent entity is <em>Contact</em> and its EntityTypeCode is <em>2</em>.</p> <p>Click on the <em><strong>[OK]</strong></em>-button in order to proceed.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add Fetch-XML" href="http://mscrm-addons.com/images/blog/files/2016%2f8%2fRC2011_AddFetchXmlDialog.PNG"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f8%2fRC2011_AddFetchXmlDialog.PNG" width="510" /></a> </div> </p> <p><em>Figure 6: Add Fetch-XML</em></p> <p> With a click on the <em><strong>[Save]</strong></em>-button on the config, all settings will be saved and the configuration is completed. <br /> <br /> Only if the RecordCounter doesn&rsquo;t work for the new navigation entry, try to restart the <em>Microsoft Dynamics CRM Sandbox Processing Service</em>&nbsp;on the CRM server. </p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9553Configure RecordCounter for unmanaged custom entitieshttps://www.mscrm-addons.com/Blog/PostId/9552/configure-recordcounter-for-unmanaged-custom-entitiesRecordCounter (RC),RC 2011Mon, 21 Nov 2011 09:44:00 GMT<p>To successfully enable RecordCounter (RC) for unmanaged entities, please follow these instructions:</p> <p>First, enable RC for the custom entity. Simply check the checkbox in the tree view of the RecordCounter Server Config.</p> <p>Then open CRM, navigate to <em>Settings</em>&nbsp;and click on <em>Customizations</em>.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Open Customizations" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2fRC_unmanaged_1.gif"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2fRC_unmanaged_1.gif" /></a></div> </p> <p><em>Figure 1: Open Customizations</em></p> <p>&nbsp;</p> <p>Then click on <em>Customize the System</em>. Select your custom entity in the tree view and open the <em>Main</em>-Form. This example is made with the entity <em>Account</em>.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Publish All Customizations" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2fRC_unmanaged_2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2fRC_unmanaged_2.png" width="510" height="174" /></a></div> </p> <p><em>Figure 2: Publish All Customizations</em></p> <p>Click on the <em><strong>[Form Properties]</strong>-</em>Button then the following dialog will appear. First, you must add the RecordCounter library in the <em>Form Libraries</em>-section. This can be done by clicking on the <em><strong>[Add]</strong></em>-Button and select the <em>ptm_LineItemCountOnload</em> &ndash; web resource.</p> <p>The next step is to focus on the&nbsp;<em>Event Handler</em>-section. Ensure that the&nbsp;<em>Control</em>-list box is set to&nbsp;<em>Form</em>&nbsp;and&nbsp;<em>Event</em>&nbsp;to&nbsp;<em>OnLoad</em>. Then click on the&nbsp;<em><strong>[Add]</strong></em>-Button.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Form properties dialog" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2fRC_unmanaged_3.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2fRC_unmanaged_3.png" width="510" height="496" /></a></div> </p> <p><em>Figure 3: Form properties dialog</em></p> <p>&nbsp;</p> <p>The following dialog will appear.</p> <p>Here, select the <em>ptm_LineItemCountOnLoad</em>-library. And fill in <em>StartLineItemCount</em>&nbsp;in the textbox next to <em>Function</em>.</p> <p>Ensure that <em>Enabled</em>&nbsp;is checked.</p> <p>Now you have nearly finished. You only have to click on the <em><strong>[OK]</strong></em>-Button.</p> <p>Hit the <strong><em>[Save]</em></strong>-Button and publish the customization.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Handler properties dialog" href="http://mscrm-addons.com/images/blog/files/2011%2f12%2fRC_unmanaged_4.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f12%2fRC_unmanaged_4.png" width="510" height="410" /></a></div> </p> <p><em>Figure 4: Handler properties dialog</em></p> <p><span style="color: #ff0000;"><strong>Please note:</strong> When you decide to uninstall the product, those links have to be removed manually as well. They do not harm CRM, but will redirect to dead links, if you leave them in place.</span></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9552