CRM 2011 Visio add-in: Org Chart for business units
One of the problems when creating business unit structure in CRM 2011 is that you can’t visualize it. That’s why I created Visio 2010 add-in that connects to CRM Server, fetches all active business units and creates an org chart.
It’s a simple utility that can help you document your implementation and also help you figure out the security model and how changes in one business unit can affect users in the other.
Compiled version of the add-in can be found on CodePlex: http://crmvisio.codeplex.com
Add-in requires installation of .NET Framework 4.0 (full, not the client profile).
How to use the add-in?
- Unzip the installation and run BusinessUnitOrgChart.vsto
- After the installation open up Visio 2010 and create an empty org chart diagram
- Switch to CRM 2011 Business Units tab and fill out the connection data
- Click Generate Org Chart and voilla!
If you find the add-in useful please provide feedback. I have some ideas for version 2, but I would like to hear your ideas as well.
Like this:
Categories: Download, Dynamics CRM 2011, Tools & Utilities, Visio
Darko Jovisic
hi. i installed visio 2010 trial. When I try to run BusinessUnitOrgChart.vsto I get
Name: BusinessUnitOrgChart
From: file:///C:/Users/Administrator/Downloads/VisioBusinessUnits/BusinessUnitOrgChart.vsto
************** Exception Text **************
System.Security.SecurityException: Customized functionality in this application will not work because the certificate used to sign the deployment manifest for BusinessUnitOrgChart or its location is not trusted. Contact your administrator for further assistance.
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInTrustEvaluator.VerifyTrustPromptKeyInternal(ClickOnceTrustPromptKeyValue promptKeyValue, DeploymentSignatureInformation signatureInformation, String productName)
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInTrustEvaluator.VerifyTrustUsingPromptKey(Uri manifest, DeploymentSignatureInformation signatureInformation, String productName)
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.VerifySecurity(ActivationContext context, Uri manifest, AddInInstallationStatus installState)
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.InstallAddIn()
The Zone of the assembly that failed was:
MyComputer
It seems it’s a trust issue. Open Visio properties, click Trust Center, click Trust Center Settings, click Addins and untick “Require Application Add-ins to be signed by Trusted Publisher”. I think this should do the trick.
The problem is that this add-in wasn’t signed with an official code signing certificate (e.g. Verisign).
Let me know if it works!
Hi. That didn’t work as it was already unchecked. I tried adding the location of BusinessUnitOrgChart.vsto as a trusted location but no luck there either. Didn’t see any other option that might help. Any other ideas?
forgot to check the notify me box hence this post…
Try this, in the app folder you have manifest file. Open it up in notepad (it’s an xml file) and at the end you have publisherIdentity element. Inside search and replace darko-pc\darko with your machine name and your username. I’m not sure if it works but give it a try.
Let me know if it works.
Hi Darko,
I tried your add-in and It works great but I only get the chart for one of the children of the root business unit. For example, in the chart that is on your post, the yellow box shows the root business unit and there are two children in blue. In my case I only get one of the blue children and all its children. The other child and its children, and also the root business unit appear on top all together but not forming a chart and the boxes are white, no background colour.
Any thoughts?
Thanks
Might be a bug in the recursion function that does the level structure. Could you please export your business unit structure to Excel and send it to me so I can test it? darko(at)infocumulus.com
I fixed it. The error was that the collection wasn’t sorted by levels.
New version of addin: http://crmvisio.codeplex.com/releases/view/82350#DownloadId=342493
Does it work now?
Great Darko!! It works like a charm now. Thanks!!
Just note than I have installed it in a Virtual Machine. If I install it in my laptop I get the same error as Ciaran about the certificate not being trusted. I tried your suggested solution with no success. Let me know if you come up with another solution for that.
Thanks again!
I’m still working on that. I hope I will have a solution by next week.
Thanks for posting and feedback.
If you have any ideas for version 2.0 let me know.
I was thinking about including security roles and teams because they are closely related to business units.
hi Darkojo
thank you for sharing a useful tool like this …
I am getting the same error that appear to “Ciaran” (first comment on this page)
i tried your suggestion (replacing the pc name in the manifest) it didnt work even (shows a different issue that manifest is not valid).
i am using ms contoso demo vpc for crm 2011.
Hi,
this tools seems great, but I’m noto able to try it as I got this error (I’ve .NET 4 full and Visio 2010 installed:
Name: BusinessUnitOrgChart
From: file:///D:/BusinessUnitOrgChart/BusinessUnitOrgChart.vsto
************** Exception Text **************
System.Deployment.Application.DeploymentDownloadException: Downloading file:///D:/BusinessUnitOrgChart/en/Microsoft.IdentityModel.resources.dll did not succeed. —> System.Net.WebException: Could not find file ‘D:\BusinessUnitOrgChart\en\Microsoft.IdentityModel.resources.dll’. —> System.Net.WebException: Could not find file ‘D:\BusinessUnitOrgChart\en\Microsoft.IdentityModel.resources.dll’. —> System.IO.FileNotFoundException: Could not find file ‘D:\BusinessUnitOrgChart\en\Microsoft.IdentityModel.resources.dll’.
at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath)
at System.IO.FileStream.Init(String path, FileMode mode, FileAccess access, Int32 rights, Boolean useRights, FileShare share, Int32 bufferSize, FileOptions options, SECURITY_ATTRIBUTES secAttrs, String msgPath, Boolean bFromProxy, Boolean useLongPath)
at System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share, Int32 bufferSize, FileOptions options, String msgPath, Boolean bFromProxy)
at System.Net.FileWebStream..ctor(FileWebRequest request, String path, FileMode mode, FileAccess access, FileShare sharing, Int32 length, Boolean async)
at System.Net.FileWebResponse..ctor(FileWebRequest request, Uri uri, FileAccess access, Boolean asyncHint)
— End of inner exception stack trace —
at System.Net.FileWebResponse..ctor(FileWebRequest request, Uri uri, FileAccess access, Boolean asyncHint)
at System.Net.FileWebRequest.GetResponseCallback(Object state)
— End of inner exception stack trace —
at System.Net.FileWebRequest.EndGetResponse(IAsyncResult asyncResult)
at System.Net.FileWebRequest.GetResponse()
at System.Deployment.Application.SystemNetDownloader.DownloadSingleFile(DownloadQueueItem next)
— End of inner exception stack trace —
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.DownloadAddIn(TimeSpan timeout)
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.InstallAddIn()
can you please help me?
Many thanks
Hi Ray,
Yes, I had the same problem, I forgot to mention it to Darko.
The project is missing a dll. You can obtain this dll by installing Windows Identity Foundation. Or you might have it already installed.
Check this folder in your computer:
C:\Program Files\Reference Assemblies\Microsoft\Windows Identity Foundation\v3.5\en
and see if the dll “Microsoft.IdentityModel.resources.dll” is there.
If not, you can download and install WIF from here:
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=17331
Once installed, the dll should appear in the path above.
Now you need to manually create a folder called “en” inside the “BusinessUnitOrgChart” folder and copy the dll in there.
This worked for me.
Good luck.
Cheers!
thanks , that worked for me.
elife
Thanks a lot Chio, that worked!!!!
Hi Chio and everyone,
Thanks for debugging this. It turns out that I’m an idiot. In the release folder I had this en folder but I didn’t zip it!
Sorry about that. I will update the solution in the CodePlex.
Hope you find this utility useful.
Hi Darkojo and Chio,
I did copy the missing dll and folder over, but got this error:
Name: BusinessUnitOrgChart
From: file:///D:/CRM/BusinessUnitOrgChart/BusinessUnitOrgChart.vsto
************** Exception Text **************
System.Deployment.Application.InvalidDeploymentException: File, Microsoft.IdentityModel.resources.dll, has a different computed hash than specified in manifest.
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.DownloadAddIn(TimeSpan timeout)
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.InstallAddIn()
Can you please update the download package to include the missing dll?
Thanks a lot!
Hi Darko, Can you please update the solution in the CodePlex asap? I need create business units setup document and thank you for the tool.
I downloaded the source code; after some project and code tweaks, I compiled the component and installed Visio addin without any issue. It works like a charm. Thanks!
I resolved the dll issue and created a new release on CodePlex!
You need to select properties on each file and unblock the fact the files were downloaded from the interent – no need to edit the manifest
Perfect! I didn’t see your reply initially, but as soon as I did I was finally able to install the add-on.
Thanks!
Hi Darko,
I’ve installed the latest version of your add-in and the deployment works.
However, when I fill in my credentials and click “Generate Org Chart”, nothing happens. I have a blank org document sitting there and nothing is drawn.
I am trying to connect to a online hosted CRM2011 org.
Thanks.
Hi Darko,
I would really like to use your program, but I haven’t been able to successfully run it. I do have .NET Framework 4 Full Profile, have updated the machine and user names, and am getting the following error msg:
Name:
From: file:///C:/Users/karen.stark/AppData/Local/Temp/Temp1_BusinessUnitOrgChart.zip/BusinessUnitOrgChart.vsto
************** Exception Text **************
System.Deployment.Application.DeploymentDownloadException: Downloading file:///C:/Users/karen.stark/AppData/Local/Temp/Temp1_BusinessUnitOrgChart.zip/BusinessUnitOrgChart.dll.manifest did not succeed. —> System.Net.WebException: Could not find file ‘C:\Users\karen.stark\AppData\Local\Temp\Temp1_BusinessUnitOrgChart.zip\BusinessUnitOrgChart.dll.manifest’. —> System.Net.WebException: Could not find file ‘C:\Users\karen.stark\AppData\Local\Temp\Temp1_BusinessUnitOrgChart.zip\BusinessUnitOrgChart.dll.manifest’. —> System.IO.FileNotFoundException: Could not find file ‘C:\Users\karen.stark\AppData\Local\Temp\Temp1_BusinessUnitOrgChart.zip\BusinessUnitOrgChart.dll.manifest’.
File name: ‘C:\Users\karen.stark\AppData\Local\Temp\Temp1_BusinessUnitOrgChart.zip\BusinessUnitOrgChart.dll.manifest’
at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath)
at System.IO.FileStream.Init(String path, FileMode mode, FileAccess access, Int32 rights, Boolean useRights, FileShare share, Int32 bufferSize, FileOptions options, SECURITY_ATTRIBUTES secAttrs, String msgPath, Boolean bFromProxy)
at System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share, Int32 bufferSize, FileOptions options, String msgPath, Boolean bFromProxy)
at System.Net.FileWebStream..ctor(FileWebRequest request, String path, FileMode mode, FileAccess access, FileShare sharing, Int32 length, Boolean async)
at System.Net.FileWebResponse..ctor(FileWebRequest request, Uri uri, FileAccess access, Boolean asyncHint)
— End of inner exception stack trace —
at System.Net.FileWebResponse..ctor(FileWebRequest request, Uri uri, FileAccess access, Boolean asyncHint)
at System.Net.FileWebRequest.GetResponseCallback(Object state)
— End of inner exception stack trace —
at System.Net.FileWebRequest.EndGetResponse(IAsyncResult asyncResult)
at System.Net.FileWebRequest.GetResponse()
at System.Deployment.Application.SystemNetDownloader.DownloadSingleFile(DownloadQueueItem next)
— End of inner exception stack trace —
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.GetManifests(TimeSpan timeout)
at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.InstallAddIn()
Any assistance would be much appreciated. Thank you!