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Receiving the following Exception Message hoping to get a little feedback.

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Error.
An error occurred while processing your request.
Exception details
Controller: Marketer
Action: RequestLeads


Exception Message: SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: deb2062a-c29c-e211-ab5f-00155d1e7f1c, OwnerId: ab4fd236-a0d3-e111-ac7b-00155d37c821, OwnerIdType: 9 and CallingUser: 4007e2a2-3ff3-e311-aac5-00155d1e7f87. ObjectTypeCode: 10006, objectBusinessUnitId: aa4fd236-a0d3-e111-ac7b-00155d37c821, AccessRights: AppendToAccess
Exception Line: 0
Exception Details:
System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: deb2062a-c29c-e211-ab5f-00155d1e7f1c, OwnerId: ab4fd236-a0d3-e111-ac7b-00155d37c821, OwnerIdType: 9 and CallingUser: 4007e2a2-3ff3-e311-aac5-00155d1e7f87. ObjectTypeCode: 10006, objectBusinessUnitId: aa4fd236-a0d3-e111-ac7b-00155d37c821, AccessRights: AppendToAccess (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).


Customize the CRM 2015 global search feature for US phone number format.

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We are using the CRM 2015 global search feature for contact entity. In contact entity we are storing phone number information in (XXX) XXX-XXXX this format. While searching if user does not enter the phone number in this format then search does not return any result. How can we overcome this scenario. Is it possible to write the custom code on global search text box to format the phone number on tab out. OR is it possible that this search ignores these special characters and still returns the result irrespective of the phone number format.

Please respond.

Automatic Parameters for an SSRS Report

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How do I create a SSRS report so when it runs in CRM it defaults to only records edited in the current month that are owned by the current user?  I do not want the user to have to "run" the report.  I just want to display the results.  This report will be used in a dashboard.

Thanks

Why do Accounts and Contacts become inactive and get re-assigned randomly

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Hi guys

I do not know if anyone else is experiencing this, but I have noticed that some Accounts and Contacts become inactive and get re-assigned randomly. Even other members in my organization have been experiencing the same issue. Has anyone else experienced this issue and if so, what is the solution if there is any or at least the recommended solution

Thank you :)

Shabeer 

Installing FantasySales Solution

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In admin portal on portal.office.com - I don't see any solution available for installation. What are we missing?

Earlier in the day, we got email from Microsoft that "Action Needed to Enable FantasySalesTeam for Microsoft Dynamics CRM Online" but there is solution installation option available. What am I missing?

Duplicate Detection Rule for Team

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Want to create a duplicate detection rule for team, but cannot find out Team in Base Record Type drop-down list. Why is it not available here? Any risk/reason we should not create duplicate detection rule for team?

Thanks in advance,

Hao

Can Fantasy Sales Team Solution be installed in our CRM online Sandbox without affecting Production?

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I ask because I when I installed the "Insights" solution in our Sandbox via O365 CRM instance picker,  I installed the Solution in Sandbox but after the publishing it there, it appeared (with functionality) in our Prod instance.   It sounds crazy but I did not import or Publish the "Insights" Solution to Prod. 

Fantasy Sales Team, Windows Phone App

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Hi,

We have signed up for the Fantasy Sales Team Preview but are missing an app for our Microsoft Lumia 950 and 950XL users.

The app is only promoted as an Android and iOS solution. When will we see the Windows Phone app?

Marius Fjeld


Format date as MMM?

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Hello, I am looking for a way to display date fields so that they only show the month in three characters, e.g., 1/1/2016 would display as "Jan". Any suggestions?

How to create unique Alphanumeric auto number for custom entity?

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Hi,

As per my requirement, I want to generate alphanumeric unique auto number for my custom entity.

When I click on save it should be generate and every time I update the record it should not increase but it must be locked.The format for my auto number as follows;

Ex: TSN-00001 ......TSN-99999

Please help me to get the accurate result.

Thanks.

SSRS Cant Find Microsoft Dynamics CRM Fetch in Embedded connection

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Hi, i try to create a report using SSRS. But i can't find microsoft dynamics crm fetch. I am using sql server 2012 and VS 2010. 

Should i use another sql server version ?

thnks

Can't see new column when run View

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Hi

Appreciate any pointers. I have added a new column in a View for Companies, however when I run the view the column isn't displayed. Have I missed something?

Thanks

Paul

Get body of dynamics email template within plugin

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Hi All Good Morning,

We have below requirement

Using plugin we have to send SMS template to the contact.

On form we have field where we can select template for SMS and we will send message  of this template to contact from plugin.

The issue we are facing is.

We have  created email template with dynamic field in template like Contact ID , Contact Name etc...

now we are fetching that templates body but only getting static value within it for dynamics value we are getting "??" so how we can get dynamic value.

plugin is going to fire on update event of contact at that time we have to send SMS using selected template with dynamic content email body. 

Error while adding SSRS reports in CRM-2013

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Hi, 

I want to get the total number of leads and opportunity created by a person in CRM-2013.

To do that i used "filtered opportunity  " in Sql query to get the output and that was working in the ssrs builder. and when i uploaded it in the CRM only the header was displayed the data was not displayed. 

but the same query when i used "opportunity base" the data was displayed in the CRM without any error. I know it was not a good practice but that solved my issue.  

So how to used "filtered views" and get the output for the same. So do i need to change any setting or other thing so that i can get the output. 

Any help will be grate!!

Issue with Product proerties

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We have properties defined for Products in CRM.

When these products are added to Opportunities in CRM, and users try to assign values to the Product properties they get an Insufficient permissions error.

Just wondering what exact privileges are needed to be able to assign values to properties for opportunity products. Did not see any good documentation for this.

I do see many entities like Product, Property Instance, Property Association etc...


Dealer / customer set up

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We are a distributor of motorbikes. we have multiple dealers (accounts, sure). They have customers.

How do we record and manage both?

Ultimately they are both our customers.

Can a commissioner also play in a game?

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Can a commissioner also play in a game?

CRM 2015 SDK reference

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Hello!

Where I can download SDK tutorial for CRM 2015?

Thank you.

How to install crm widget on existing IMAP account?

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Hi,

I have to configure crm outlook widget for outlook existing IMAP account and ost file (see screenshot). As we know, dynamics crm doesn’t support IMAP. What is less painful algorithm to do this?

  • I want to avoid such mistakes as “An unknown error occurred while synchronizing ..” and others
  • And transfer all folders and rules of existing account to new POP account

I ll be very happy if you provide your answer with steps like “1. Delete 2. Create 3. Uninstall etc.”

Thank you

Saving a large amount of photos in CRM

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Hello, how you can save a large amount of photos in CRM, without using ONENOTE.

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