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Access to Company data

July 29, 2015, 1:17 am
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Since yesterday in the morning I have no more access to Company entities.

I get the folowing error message:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #663D5901Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
  <ErrorCode>-2147220970</ErrorCode>
  <ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
  <Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #663D5901</Message>
  <Timestamp>2015-07-29T08:16:39.7577001Z</Timestamp>
  <InnerFault>
    <ErrorCode>-2147220969</ErrorCode>
    <ErrorDetails xmlns:d3p1="schemas.datacontract.org/.../System.Collections.Generic" />
    <Message>task With Id = d99f7267-37d1-e411-80ea-c4346bacbe88 Does Not Exist</Message>
    <Timestamp>2015-07-29T08:16:39.7577001Z</Timestamp>
    <InnerFault i:nil="true" />
    <TraceText i:nil="true" />
  </InnerFault>
  <TraceText i:nil="true" />
</OrganizationServiceFault>

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Pipeline Phase Field in Custom Entity

July 29, 2015, 1:52 am
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Hi, 

Within the Opportunity entity there is a field called Pipeline Phase, by default, that tracks the stage the Business Process Flow is currently at. This field is very useful for creating Workflows or Business Rules based on the Stage of the opportunity. 

In a custom entity / custom Business Process Flow, how do I get the Pipeline Phase field? 

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"Share Event" (Displayed in Audit History) forcing my integration re-running? What is "Share" Event?

July 29, 2015, 2:14 am
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Hi,

I have a problem. I have set up some integration to be triggered by "modified on". I can see that regularly a "Share" event is running, by the SYSTEM user.

What is this excactly? And how can I stop it? It's causing unsessesary re-runs for my integration setup, since no data is changed. But the integration is run, due modified on is changed when the "Share" event is executed.

Like illustrated on the screenshot, it's run this morning, and the record was last changed yesterday. And no user has touched the record.

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OrganizationServiceContext AddRelatedObject exception

July 29, 2015, 3:45 am
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Hi,

I have a workflow that creates a new 'quote' entity and updates the 'product' entity N:1 relationship to this new quote.

Example is:

my_quote quote = new my_quote() // this is populated but won't bother showing the code

context.AddRelatedObject(product, new Relationship("my_quote_product), quote);

context.UpdateObject(product);

context.SaveChanges();

When I attempt to run this it throws an error saying no quote exists with Id xxxx-xxx-xxxx-xxxx (this is a proper guid, not an empty one). Surely if it's assigned it an Id then the entity must exist? 

This works in other environments so not too sure what the issue is.

Thanks
Alex

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Editable subgrid

July 29, 2015, 4:05 am
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Hello, 

I want to create  editable subgird in custom entity in CRM 2015 . Is there any OOB approach or any third party tools available which are free? 

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Business Rule Scope: Entity vs All Forms

July 29, 2015, 4:09 am
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Hi, 

When creating a Business rule you have the option to set the scope. What is the difference between Entity and All Forms? 

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CRM Training documents

July 29, 2015, 4:38 am
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Does Microsoft have any detailed training documents? I know they have that help section in crm and those quick videos.

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Email Router - Emails not getting sent from CRM, or via Workflow

July 29, 2015, 5:05 am
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Hi, 

I have the email router client installed on the client server and outgoing profile set up.  Mailbox user credentials are set up as well in the email router client.  

I have taken the steps to:

  • create the outgoing profile
  • give it the login to the mailbox
  • create the crm organization configuration
  • assign it the outgoing profile
  • hit "load data" and see if it connects
  • see a list of users
  • "email test" it'll test the outgoing profile

 I then set Users in CRM to 'send on behalf', as well as set up their mailboxes in Settings-Email Configuration in Synchronization Method for Server - Side Synchronization or Email Router.  I have System Settings set up to 'Process Email Using' Microsoft Dynamics 2015 Email Router.  I have 'Email processing for unapproved user and queues' set to unchecked.  

When I test a workflow to send an email notification when a user is assigned a case, the workflow is succeeded and the email is created.  But the test user (myself) never gets the email.  Also if I send an email from CRM to myself it is stuck in 'Sending' status.

Help is very much appreciated...please let me know if you have ideas.  Thanks.  

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License Requirements for MS Dynamics CRM 2015 with CTI and 1 year SA

July 29, 2015, 5:16 am
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Can anyone confirms about the license requirements for MS Dynamics CRM 2015 on premises with 4 Servers and 50 Professional CAL. For CTI we want to use MSCRM-AddOns CTI adapter?

I've been provided some details from a vendor and they gave me something like the following.

1. MSCRM 2015 Server CALS around 6,000 USD
2. MSCRM 2015 Professional CALS around 1200 USD
3. MSCRM 2015 Business Ready Enhancement Plan for 1 Year (They say it's SA) around 39,000 USD

4. Microsoft Windows Server External Connector LicSAPk OLP NL Gov Qlfd for around 2,500 USD per server

5. MSCRM-AddOns CTI Server for around 650 USD Per Server
6. MSCRM-AddOns CTI Client around 100 USD Per Client
7. MSCRM 2015 CTI Implementation Service around 20,000 USD

What I am not sure about is the following:

-: MSCRM 2015 Business Ready Enhancement Plan for 1 Year (They say it's SA) around 39,000 USD
-: Microsoft Windows Server External Connector LicSAPk OLP NL Gov Qlfd for around 2,500 USD per server
-: MSCRM 2015 CTI Implementation Service around 20,000 USD

Does anyone has any experience in this and can anyone guide me about this especially the last 3 items mentioned above?? What type of licenses we actually need here.

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Microsoft Dynamics CRM 2013 for Microsoft Office Outlook

July 29, 2015, 5:23 am
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Good day! 
I have installed:

Microsoft Dynamics CRM 2013

Microsoft Windows 8.1 PRO

Microsoft office professional plus 2013 

Problem:
After you install Microsoft Dynamics CRM 2013 for Microsoft Office Outlook module could not be earned

Question:
What you need to do whatever module started.

Additional information:
1) All license
2) All Russian-speaking
3) When you install CRM for Outlook a tick work offline is not set.

P.S.: translated from Russian into English on your own, sorry for the mistakes, my language is Russian, below in Russian.

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Can we do For each in workflow?

July 29, 2015, 5:29 am
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hi,

I have one custom entity.

on opportunity form I select price list and then select products related to that list.

now using workflow I have to create custom entity record for each product of opportunity,

I don't know how to do this. any help related this appreciated.Thanks..

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How to create a Generic Entity class in MS CRM

July 29, 2015, 5:38 am
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Hi,

Can any one please guide me on how to create a Generic entity class in MS CRM so that i can make use of this single class to access any entity in MS CRM 2015.

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CRM Online 2015 Update 1: Performance issue with German language

July 29, 2015, 7:17 am
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Hi,

we are experiencing performance issues on various CRM Online 2015 Update 1 systems on loading forms. All system were setup after the release of the newest update. When I open a form the new loading animation shows an error message like "Error on retrieving data from the CRM Server" in German language (see screenshot below). The process stucks and sometimes it takes up to 8-9 seconds to load a form. In every case is the page loading correctly, so no obvious reason what went wrong. The message is only appearing in German language. When I switch to English the form is loading relatively fast and without the message.  

We discovered that in customized systems and also in standard systems. We did the tests in IE and Chrome.

Does anybody else also discovered that?

Thanks

Steffen

 

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Retrieve and attach the pdf attachment :Attribute objectidtypecode must have the same value as attribute objecttypecode"

July 29, 2015, 7:33 am
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My Plugin will retrieve the pdf attachment from custom entity and attach the Account entity .

Code:  QueryExpression annotationquery = new QueryExpression("annotation");
            annotationquery.ColumnSet = new ColumnSet("documentbody", "filename", "objectid", "modifiedon", "mimetype");
            ConditionExpression annotationcondition = new ConditionExpression("name", ConditionOperator.Equal, "Account");
            LinkEntity leSystemUser = new LinkEntity();
            leSystemUser.LinkFromEntityName = "annotation";
            leSystemUser.LinkToEntityName = "legaldocument";
            leSystemUser.LinkFromAttributeName = "objectid";
            leSystemUser.LinkToAttributeName = "legaldocumentid";
            leSystemUser.LinkCriteria.AddCondition(annotationcondition);
            annotationquery.LinkEntities.Add(leSystemUser);
            EntityCollection annotationcollection = (EntityCollection)_service.RetrieveMultiple(annotationquery);
            string strattachfilename = annotationcollection.Entities[0].Attributes["filename"].ToString();
            Entity entity = new Entity("account");
            entity["name"] = "attachmentfromconsole29072105 ";
            Guid Accountid = _service.Create(entity);
            Entity attachmentEntity = new Entity("annotation");

            foreach (var attachment in annotationcollection.Entities[0].Attributes)
            {
                if (!attachment.Key.Equals("objectid") && !attachment.Key.Equals("annotationid"))
                    attachmentEntity[attachment.Key] = attachment.Value;
            }

            attachmentEntity["objectid"] = new EntityReference("account", Accountid);
           attachmentEntity["objecttypecode"] = 1;
            attachmentEntity["subject"] = "Legal Document";
            attachmentEntity["notetext"] = "Legal Document";
       
            _service.Create(attachmentEntity);

This plugin is registered on Create of Account.

Sometimes it is showing the error like: "Attribute objectidtypecode must have the same value as attribute objecttypecode"

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Exporting contacts

July 29, 2015, 7:57 am
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We are going on CRM 2015 online soon. We need to export out contacts form excel and then import into crm. Anyone know an easy quick way of doing this? We have Outlook 2007 but will be upgrading to 2013. 

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Creating a campaign and emailing sales literature

July 29, 2015, 8:03 am
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Hi all,

Could someone please confirm the correct procedure for email people within a campaign and attaching sales literature?

My understanding is that we should:

  • Create sales literature.
  • Create a Marketing list (made up of accounts that we would like to send marketing emails too)
  • Create the campaign

Now it is at this point that I am assuming that you can add Sales literature to the campaign and then just send it but I cannot work out where you attach this sales literature.

I have sales literature in the appropriate area but I do not appear to be able to attach it other than if I were to go into my Outlook and create an email to a specific person.

Surely the idea is that you create a campaign and then click a button, which triggers the email to the marketing list and sends them the attachment?

Any able to help, I don't believe this is very intuitive but I may be wrong.

Thanks all

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Prevent duplicate Contacts from qualified Leads

July 29, 2015, 8:09 am
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When a duplicate Contact or Account is detected when a Lead is qualified, the duplicate warning box appears but allows the user to continue creating a new record anyway. Is there anyway to prevent a new Contact from being created and force the User to select an existing Contact?

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Query Builder Error while exporting and publishing the customization

July 29, 2015, 8:15 am
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When trying to export a solution I created and publishing the imported solution, I get a Query Builder Error - The specified record type does not exist in Microsoft Dynamics CRM.  Even if click on Publish All Customizations, same error message is coming.  Looking at the log file, I see The entity with ObjectTypeCode = 10007 was not found in the MetadataCache.Detail.   It would very helpful and grateful, if any valuable suggestion to it get resolve.

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Outlook Appointment Changes Not Syncing with CRM

July 29, 2015, 8:55 am
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We created a workflow that automatically creates an appointment from an account view.  The idea is that the rep can select multiple accounts and launch a workflow to create a group of appointments for the next week, then use their Outlook calendar to reorder and organize them. 

The items create, but any changes made via Outlook do not sync back to the CRM.  Not sure how to fix this. 

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Auto save feature for documents

July 29, 2015, 9:04 am
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We have crm 2015 online and our system has the native Sharepoint integration. Our users use the outlook client to track emails to crm contacts. Is it possible to create a workflow that will take the attached file from an email and automatically attached it to the regarded Sharepoint folder created for each contact? I see the ability to build items off "attachments" but I do not see any Sharepoint options. 

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