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  • What if you could get answers faster and get answers that are more complete the first time you asked them. Here is a suggestion on how you can ask questions that generate that kind of response. Every time you ask a question in the Forum provide these four things:

    ·         Business Goal: What do you want to accomplish?

    ·         Repro Steps: How did you get to where you are now when you ran into a problem?

    ·         Expected Results: What did expect to happen in this case?

    ·         Actual Results: What happened? Was there an error message or can you provide a log for us to parse?

    ·         Environment: Tell us about your environment (OS, SQL Version, are CRM & SQL on the same box, is the e-mail router installed, Update Rollup, is this a production system, etc.)

    Try this and see if it helps to get better answers quicker.


    CRM Community Guru and Saxophonist
    Tuesday, October 26, 2010 6:07 PM

Answers

  • I would add that if it's code that you've written that is giving you trouble, try to post the code in your thread.  Also, include the exact exceptions and code behavior that you find troubling.  Error messages exist for a very good reason, and are often the best indicator of what the problem may be, even if you're unfamiliar with how to resolve them.

    The "Insert Code Block" action available to posts (from the menu bar, the right-most icon with the graphical representation of "</>" ) can format and colorize the code nicely, for quick and easy interpretation by the experts.  Beware, however, when editing posts to which you have already used this feature, as the edits tend to really mess up the layout.  When editing posts to which you have inserted code in this fashion, I recommend removing all of the code's formatted blocks, and reusing the feature to post the code again to the post--this maintains the formatting which is helpful for code analysis.

    Next, error messages are king!  The UI doesn't always give you the full story, so often it's integral to enable tracing .  However, since the tracing logs are difficult to sift through, the Trace Log Viewer (download link is top-left on page) is highly recommended to make sense of them.

    Finally, CRM has many facets for calling custom code.  Please post how your code is deployed to the platform/interface:

    For Plugins :  Does it execute synchronously, or asynchronously?  Is it in the Parent or Child pipeline?  Does it execute in the Pre or Post stage?  Is it deployed for Offline use?

    For Workflows :  What are the "Automatic Execution" scope or trigger configurations?  Is it being executed manually, or as a child to some other Workflow?  What are the conditions and steps you have setup?  Try to provide a sensible structure to the pseudo-logic that describes its function.

    For Custom Workflow Activities :  What Workflow have you called it from, and what values (dynamic or static) have you passed from it?

    For Interface/Javascript Code :  Is the code executed from the OnLoad or OnSave event of the form, the OnChange event from a field, or from a custom menu-item or button?  Is the code intended to operate for only certain "modes" (Create, Update, Read-Only)?


    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Tuesday, October 26, 2010 6:27 PM
    Moderator
  • One extra suggestion: It's very helpful to know what you've already tried. Many scenarios have certain 'standard' first steps that can be found in other threads - a good example is to enable CRM Tracing. If you've tried something, let us know, otherwise the first few responses go along the lines of:

    1. OP: I've got problem X
    2. Reply: Try doing Y
    3. OP: I've already tried Y and it did Z

    If you let us know what you've tried, we can get straight to step 3 and you should get a useful response more quickly (and some of us will spend a little less time thinking quietly 'why didn't you tell us that before ?'

    Sorry if this sounds like we're nagging, or making up too many rules. We're just trying to make things easier for all of us

     


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Thursday, November 4, 2010 11:21 AM
    Moderator

All replies

  • I would add that if it's code that you've written that is giving you trouble, try to post the code in your thread.  Also, include the exact exceptions and code behavior that you find troubling.  Error messages exist for a very good reason, and are often the best indicator of what the problem may be, even if you're unfamiliar with how to resolve them.

    The "Insert Code Block" action available to posts (from the menu bar, the right-most icon with the graphical representation of "</>" ) can format and colorize the code nicely, for quick and easy interpretation by the experts.  Beware, however, when editing posts to which you have already used this feature, as the edits tend to really mess up the layout.  When editing posts to which you have inserted code in this fashion, I recommend removing all of the code's formatted blocks, and reusing the feature to post the code again to the post--this maintains the formatting which is helpful for code analysis.

    Next, error messages are king!  The UI doesn't always give you the full story, so often it's integral to enable tracing .  However, since the tracing logs are difficult to sift through, the Trace Log Viewer (download link is top-left on page) is highly recommended to make sense of them.

    Finally, CRM has many facets for calling custom code.  Please post how your code is deployed to the platform/interface:

    For Plugins :  Does it execute synchronously, or asynchronously?  Is it in the Parent or Child pipeline?  Does it execute in the Pre or Post stage?  Is it deployed for Offline use?

    For Workflows :  What are the "Automatic Execution" scope or trigger configurations?  Is it being executed manually, or as a child to some other Workflow?  What are the conditions and steps you have setup?  Try to provide a sensible structure to the pseudo-logic that describes its function.

    For Custom Workflow Activities :  What Workflow have you called it from, and what values (dynamic or static) have you passed from it?

    For Interface/Javascript Code :  Is the code executed from the OnLoad or OnSave event of the form, the OnChange event from a field, or from a custom menu-item or button?  Is the code intended to operate for only certain "modes" (Create, Update, Read-Only)?


    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Tuesday, October 26, 2010 6:27 PM
    Moderator
  • Majority of people are not going to read this stuff your requesting Jim, David...

    Jim, are you able to send an email to all members of the CRM forums with this sort of info, like a monthly update email with stats aswell or something. At least this way everyone will get it in there email inbox.

    Cheers,

     


    MSCRM Bing'd - http://bingsoft.wordpress.com

    Check out the CRM 4 to CRM 2011 JavaScript Converter Tool
    Tuesday, October 26, 2010 10:24 PM
    Moderator
  • Rhett

    I agree that most people won't have read this the first time they post, but if those of us who answer posts refer the original poster back to this thread if we think it would have been useful, then I'd hope that we'd see improvements in subsequent posts


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    • Proposed as answer by vasubabuk Wednesday, March 20, 2013 1:10 PM
    Wednesday, October 27, 2010 10:21 AM
    Moderator
  • Sounds good David, I'll refer people and/or I'm thinking of placing a link in my footer signature to here aswell.
    MSCRM Bing'd - http://bingsoft.wordpress.com

    Check out the CRM 4 to CRM 2011 JavaScript Converter Tool
    Wednesday, October 27, 2010 10:28 AM
    Moderator
  • At least we all can do is one thing in our personal Blogs we can mention that everyone should follow the Guidelines .........Otherwise I think it'll be hard to suggest these sort of terms & conditions.............first these things we have to implement ...... Thanks Rick Vedrine Believe in yourself!!!!!!!!!!!!
    Wednesday, October 27, 2010 10:34 AM
  • David, yes! I wanted to have a thread to point to for all those questions that are hard to answer because we don't have any info.
    CRM Community Guru and Saxophonist
    Wednesday, October 27, 2010 2:56 PM
  • One extra suggestion: It's very helpful to know what you've already tried. Many scenarios have certain 'standard' first steps that can be found in other threads - a good example is to enable CRM Tracing. If you've tried something, let us know, otherwise the first few responses go along the lines of:

    1. OP: I've got problem X
    2. Reply: Try doing Y
    3. OP: I've already tried Y and it did Z

    If you let us know what you've tried, we can get straight to step 3 and you should get a useful response more quickly (and some of us will spend a little less time thinking quietly 'why didn't you tell us that before ?'

    Sorry if this sounds like we're nagging, or making up too many rules. We're just trying to make things easier for all of us

     


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Thursday, November 4, 2010 11:21 AM
    Moderator
  • Can we add a button for "Mark as Solution"?

    In other words, here is the final solution to the issue that was being raised with the accepted answers that help come to the solution.

    Paul Baratelli


    Paul Baratelli .NET Developer
    • Edited by Paul Baratelli Wednesday, August 17, 2011 5:37 PM State idea clearer
    Wednesday, August 17, 2011 5:37 PM
  • I think it's generally ideal to follow a whole thread for a complete understanding of how the answers lend to a "solution".  In any case, the ambiguity between what is an "answer" and what is a "solution" doesn't lend well to the model of participation currently in play here.  Conceptually, the two are distinguishable at a level so small that I hardly see the benefit.  Ideally, all of the "answer" posts in a thread should contribute equally to the "solution", and as such are elevated in the traditional view to prominently display ahead of all other posts.  Your recommendation tends to suggest a level of editorial review that rarely occurs in most threads.  My recommendation is to provide such a "solution" in a blog post--which tend to fair very well in search results--and provide a link to it from the thread.  I don't think there should be a point reward for recompiling the contents of a thread, because this space is meant to contain conversations... not lectures.  This is, however, my personal opinion.
    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com Please follow the forum guidelines when inquiring of the dedicated CRM community for assistance.
    Wednesday, August 17, 2011 11:58 PM
    Moderator
  • Would anyone like to attempt to update the language of this thread for situations that are particular to CRM 2011?  Solutions, Dialogs, and the like?
    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com Please follow the forum guidelines when inquiring of the dedicated CRM community for assistance.
    Thursday, September 15, 2011 6:05 PM
    Moderator