Customer Care Accelerator (CCA) for CRM 2011 (Part 1 – Installation)

I have been playing around with CCA for quite some time now for few of my recent projects. So just thought of sharing some of my learnings. Will try to cover as much as possible in different parts. For the part 1 let us start with the installation.

The first step to which is to download it. We can get the CCA components from the market place.

http://pinpoint.microsoft.com/en-IN/applications/Customer-Care-Accelerator-for-Microsoft-Dynamics-CRM-2011-12884949176

Which would be CCA.cab file which we need to extract. It will have one more cab file in it. CustomerCareAccelerator.zip.cab which also needs to be extracted.

It will contain following files and folders in it

Open the Accelerator folder and execute run the 32 bit or 64 bit Customer Care Accelerator exe.

It would have following files and folders in it.

Open the source code folder and open the Agent Desktop solution therein.

If we try to build the solution it will fail as it would be expecting references to certain assemblies that will be missing

To get those assemblies open the UII folder and run the executable inside.

The executable will install the following folders

The Framework folder will contain all the required assemblies.

Replace the CRM 2011 dlls with the latest one otherwise we would face authentication errors.

Here download the hotfix for CCA and replace the following assemblies in the framework folder

http://dynamics-crm.pinpoint.microsoft.com/en-us/applications/customer-care-accelerator-for-microsoft-dynamics-crm-2011-12884914795

Add the required references to the projects in the AgentDesktop Solution.

There is one assembly Microsoft.Practices.CompositeUI.Windows which we can get from the following url

http://blogs.msdn.com/b/ukcrm/archive/2011/05/11/getting-started-with-cca-for-crm-2011.aspx

Adding references to it will let us finally build the solution.

Next import the following solutions and the csv files in the CRM organization.

Once the import is successful, open the Microsoft.Crm.Accelerator.Cca.RIConfigLoader.exe of the solution just built.

Create a new connection.

For CRM Service URL, specify the discovery service url and check CRM Online if connection to the Online instance.

Once connected Click Deploy

Create a TEMP folder on the C Drive which Agent Desktop will user for logging.

Next open the AgentDesktop.exe.config and specify the connection information.

And Run the AgentDesktop.exe.

Hope it helps.

Fixed – You cannot start a transaction with a different isolation level than is already set on the current transaction error in Plugin in CRM 2011

Hi,

I was getting the above error on a plugin that was making use of CreateAttribute request class. The plugin was registered on pre-operation Create event.

From the error message it seemed that we cannot use CreateAttribute request message as a part of same transaction in which the plugin was already running. So we tried by registering our plugin in Pre-Validation stage i.e. outside of transaction. (as used to be the case in CRM 4).

This way I was able to resolve the issue.

Hope it helps.

Role-Based SiteMap : Show/Hide Settings Area in CRM 2011

Here I will be describing about a scenario where other than Administrator,no user can see the Settings section in the CRM.

Please find the below problem statement:

Show/Hide Settings area based on the roles

Following are the steps to solve the problem:

  1. Create a new entity named “RoleHideSettingsResource”(any name of your choice).
  2. Give read access of newly created entity only to the Administrator and System Customizer.No other users will have any permission as shown below:

  1. Get the Sitemap xml(using any editor tool*) and edit it as follows :

Search for <Area Id=Settings” ResourceId=Area_Settings
and then add:

<Privilege Entity="new_rolehidesettingsresource" Privilege="Read" />

to all theSubAreas as shown below :

<Area Id="Settings" ResourceId="Area_Settings" ShowGroups="true" Icon="/_imgs/settings_24x24.gif" DescriptionResourceId="Settings_Area_Description">
<Group Id="Business_Setting" ResourceId="Menu_Label_Business" DescriptionResourceId="Menu_Label_Business">
<SubArea Id="nav_businessmanagement" ResourceId="Homepage_BusinessManagement" DescriptionResourceId="BizManagement_SubArea_Description" Icon="/_imgs/ico_18_busmanagement.gif" Url="/tools/business/business.aspx" AvailableOffline="false">
<Privilege Entity="new_rolehidesettingsresource" Privilege="Read" />
</SubArea>

4.Save the xml and update the sitemap and assign appropriate roles to the users.

Fixed – “Unable to access the MSCRM_CONFIG database. SQL Server does not exist or access denied” in CRM 2011

Hi ,

I faced an issue today when I tried to open the Deployment manager.

Below is the screenshot of the error message:

Following are the steps to resolve the issue:

  • Step 1 :
    • Goto Administrative Tools> Active Directory Users and Computers
    • Add user to the SQLAccessGroup.

  • Step 2 :
    • Goto Microsoft Dynamics CRM 2011 > Deployment Manager .
    • Add the user to Deployment Administrators

  • Step 3 :

    • Goto MS Sql Server > Security >Login >Add new login
    • Click on General give the login name and Default Database
    • In the Server Roles ,select the below roles shown:
    • Click on UserMapping and select the checkbox as shown below :

  • Step 4 :
    • Goto MSCRM_CONFIG database > Security > Users
    • Add the user with the following role memberships:

Hope it helps!

Happy ExploringJ