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Distirbuting Campaign Activity

May 30, 2017, 4:09 am
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Hi everyone,

we have experienced some trouble distributing campaigh activity (email) to marketing list members in CRM 2016 SP2.

We have created marketing list of contacts, and tried to distribute Email message (with Email Template) to all of them through Campaign, creating Campaign Activity.

After Campaign Activity was distributed, we have noticed that Emails were created and sent to Contact, who's owner is current user (who created an Campaign, and distributed Campaign Activity), all other Contacts from Marketing List were ignored. We've checked 'Allow Bulk-Email' flags, and all are set to 'Allow'.

Marketing List was created by the same user, who distributes a Campaign Activity, through Email Template was Individual, and not Organization Template (created by the same user).

Can somebody explain why this could happen?

Thank you!

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Best upgrade methodology for On-Prem CRM 4.0 to D-365 (On-Prem)

May 30, 2017, 4:09 am
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Hello, 

One of my customer using CRM 4.0/2011 On-Prem. 

Looking to upgrade CRM to Dynamics 365 for sales(CRM) On-prem.

Less Customization done to CRM 4.0.

What is the best methodology to do that ? 

If any tool is present kindly, suggest the best one. 

Thanks in advance, 

Ashish

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Increment Id in CRM

May 30, 2017, 4:51 am
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Hi friends,

          How to increment the revision id using java script in crm.

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Outlook Client - error code 2147220989 - invalid CRM id

May 30, 2017, 5:05 am
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Hi,

any idea what could cause the following error:

[2017-05-18 08:12:18.077] Process:OUTLOOK |Organization:00000000-0000-0000-0000-000000000000 |Thread:   26 |Category: Exception |User: 00000000-0000-0000-0000-000000000000 |Level: Error |ReqId: 00000000-0000-0000-0000-000000000000 | CrmArgumentException..ctor  ilOffset = 0x12
	at CrmArgumentException..ctor(String message)  ilOffset = 0x12
	at IdMappingTable.IsDeleted(String crmId)  ilOffset = 0x12
	at ThreadsSupport.ExecuteThreadProc(ThreadProc threadProc, IntPtr parameter)  ilOffset = 0x0>Crm Exception: Message: Invalid CrmId, ErrorCode: -2147220989, InnerException: System.ArgumentException: Invalid CrmId
[2017-05-18 08:12:18.145] Process:OUTLOOK |Organization:<our GUID>|Thread:   26 |Category: Application.Outlook |User: 00000000-0000-0000-0000-000000000000 |Level: Error |ReqId: 00000000-0000-0000-0000-000000000000 | ThreadsSupport.ExecuteThreadProc  ilOffset = 0x0
	at ThreadsSupport.ExecuteThreadProc(ThreadProc threadProc, IntPtr parameter)  ilOffset = 0x0>crm id :'', Error:Das ausgewählte Element kann nicht in Microsoft Dynamics CRM nachverfolgt werden.
[2017-05-18 16:41:24.786] Process:OUTLOOK |Organization:<our GUID>| |Thread:    6(MSCRM:-NotificationManager.NotificationWatcherThreadProc) |Category: Exception |User: 00000000-0000-0000-0000-000000000000 |Level: Error |ReqId: 00000000-0000-0000-0000-000000000000 | NotificationManager.NotificationWatcherThreadProc  ilOffset = 0xD9
	at NotificationManager.NotificationWatcherThreadProc(Object locatorServiceContext)  ilOffset = 0xD9
	at ThreadHelper.ThreadStart_Context(Object state)  ilOffset = 0x3B
	at ExecutionContext.RunInternal(ExecutionContext executionContext, ContextCallback callback, Object state, Boolean preserveSyncCtx)  ilOffset = 0x79
	at ExecutionContext.Run(ExecutionContext executionContext, ContextCallback callback, Object state, Boolean preserveSyncCtx)  ilOffset = 0x9
	at ExecutionContext.Run(ExecutionContext executionContext, ContextCallback callback, Object state)  ilOffset = 0x34
	at ThreadHelper.ThreadStart(Object obj)  ilOffset = 0x32>delegate Microsoft.Crm.Metadata.MetadataCache:SDKMessageUpdateHandler for eventId netSdkMessageRequestUpdate threw an exception: System.NotSupportedException: Specified method is not supported.
   at Microsoft.Crm.Application.Outlook.ClientMetadataCache.ClientDynamicMetadataCache.get_EdmModel()
   at Microsoft.Crm.Metadata.MetadataCache.SDKMessageUpdateHandler(NotificationEventArgs e)
   at Microsoft.Crm.NotificationManager.InvokeEventHandlers(INotificationsProvider currentProvider, NotificationEvent notification, List`1 eventHandlers)
[2017-05-18 16:41:24.841] Process:OUTLOOK |Organization:<our GUID>| |Thread:    6(MSCRM:-NotificationManager.NotificationWatcherThreadProc) |Category: Exception |User: 00000000-0000-0000-0000-000000000000 |Level: Error |ReqId: 00000000-0000-0000-0000-000000000000 | NotificationManager.NotificationWatcherThreadProc  ilOffset = 0xD9
	at NotificationManager.NotificationWatcherThreadProc(Object locatorServiceContext)  ilOffset = 0xD9
	at ThreadHelper.ThreadStart_Context(Object state)  ilOffset = 0x3B
	at ExecutionContext.RunInternal(ExecutionContext executionContext, ContextCallback callback, Object state, Boolean preserveSyncCtx)  ilOffset = 0x79
	at ExecutionContext.Run(ExecutionContext executionContext, ContextCallback callback, Object state, Boolean preserveSyncCtx)  ilOffset = 0x9
	at ExecutionContext.Run(ExecutionContext executionContext, ContextCallback callback, Object state)  ilOffset = 0x34
	at ThreadHelper.ThreadStart(Object obj)  ilOffset = 0x32>delegate Microsoft.Crm.Metadata.MetadataCache:SDKMessageUpdateHandler for eventId netSdkMessageRequestUpdate threw an exception: System.NotSupportedException: Specified method is not supported.
   at Microsoft.Crm.Application.Outlook.ClientMetadataCache.ClientDynamicMetadataCache.get_EdmModel()
   at Microsoft.Crm.Metadata.MetadataCache.SDKMessageUpdateHandler(NotificationEventArgs e)
   at Microsoft.Crm.NotificationManager.InvokeEventHandlers(INotificationsProvider currentProvider, NotificationEvent notification, List`1 eventHandlers)


 Whenever user opens the CRM for Outlook Client he gets an error message, that some appointment can't be tracked. Altough he never clicked the track button.

CRMVersion: 8.1.0.371

thx in advance

Thomas

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Portal - Open New Case

May 30, 2017, 5:31 am
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Hi All, 

I have the default Customer Self Service portal installed and Im trying to configure the Open A New Case form.

The issue I am having is that an Authenticated User is able to select the Customer & Contact from another account & contact from the lookup modal.

How do I restrict or disable the ability for the user to select anything other than there own customer and contact record?

Thanks

Martin

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update appoinment via rest builder??

May 30, 2017, 5:39 am
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i want to update my appoinment with the help of REST BUILDER.... is it possible to do that?? suggest me how?

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Don't fundamentally understand issue with business process flow

May 30, 2017, 5:47 am
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I have a working business process flow which has an APPROVAL and COMPLETE Stage.  I needed to put a condition between so that if the status of the record is not APPROVED, then the user cannot go to COMPLETE, so I inserted the condition.  Then I get an error.  I fundamentally don't understand this and feel like it's a bug.  The APPROVAL Stage has a Status field.  The CONDITION is If Status = APPROVED.  Why does this fail validation?  There is no "other" state.  If Status <> APPROVED, then there is not another stage; i.e., COMPLETE should not show.

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change option set field value based on security access

May 30, 2017, 5:55 am
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Hi, I have requirement that the option set value changes based on user security access, so that different user can see different value, how can I achieve that?

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Populate Team Owner

May 30, 2017, 5:59 am
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OK - I have (I think) got my head around Business Units and setting security accordingly.

I now need to display the owning team of a record in the Default view. I have tried showing both Business Unit (owning team) and Team Name (owning team) but neither populate. The record owner of the record in question is clearly a member of a team, so why isn't this displaying?

Thanks in advance.

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dynamics Workflow activity call SharePoint to create folder into document library

May 30, 2017, 6:00 am
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Hello,

I'm trying to call a custom workflow activity in which I call some function from Microsoft.SharePoint.Client I succeed to package all external dll download from nuget to a single dll in order to use the "Plugin registration tool"

When I launched my workflow I have the following error

and the error message:

System.IO.FileNotFoundException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #F8729EBA

Plugin Trace:

[CustomActivity: Microsoft.Crm.Sdk.Samples.CustomActivity]
[Masao SharePoint integration: Create candidate folder]

Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: System.IO.FileNotFoundException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #F8729EBA
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)

Any help would be awesome

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auto generate custom entity

May 30, 2017, 6:12 am
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how my id field auto generate custom entity in crm

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resco mobile crm -creating sub grid

May 30, 2017, 6:27 am
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I am trying to add related sub-grid for an entity in resco mobile crm .I am able to create unrelated list (sub-grid with no relation)for the entity ,but not able to create related list(1:n) for the entity .

How insert a related sub-grid to an entity?

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random volume file updating/creation

May 30, 2017, 6:28 am
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Hello all

I have about 5 users on my current Dynamics CRM. Every once in a while we get a massive file 'freak out' where a ton of our files are assigned tasks or duplicated or edited. But it only happens when no one is actually working, like over the weekend. Previously we thought this was some kind of glitch from the outlook sync. We deactivated that sync and everything seemed to be fine. Until last friday. Everyone had left about 1 in the afternoon, then at about 3 pm there was a massive file change creating some duplicate tasks and owner ship changes and task makings. All from 1 user and all at the same time. We are talking hundreds of files being touched withing 5 minutes. No one access the system off site. What the hell is going on?

Any one else have something like that going on or ideas on what it is or how to stop it?

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how to customize existing case number generating rules

May 30, 2017, 6:32 am
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Hi, is there any way we can customize the existing case number generating rules, or I have to create plugin, I prefer to generate through JS.

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CRM 2011 Update Rollup 14 from Rollup 8

May 30, 2017, 6:35 am
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Good day!

What are the steps to be performed in the CRM 2011 update from Rollup 8 to Rollup 14?
Would there any anticipated problem/issues in the CRM rollup 14?

This is in preparation for the upgrade of CRM 2011 to CRM 2013.

Thanks

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Active two Proposals simultaneously

May 30, 2017, 7:14 am
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Good morning everyone,

I have an Opportunity with two Proposals, can I natively activate both Proposals simultaneously or do I need to go into each of the Proposals and activate one by one manually?

Tank You.

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Error CRM 2013 On Premise "Loop"

May 30, 2017, 7:29 am
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Hi,

When generating the offer presents a "loop" and does not let me mark it as closed, therefore I can not win the opportunity and generate the new contract. Contents of Microsoft Dynamics CRM Error Reporting

<CrmScriptErrorReport>

  <ReportVersion>1.0</ReportVersion>

  <ScriptErrorDetails>

   <Message>Se esperaba un objeto</Message>

   <Line>1</Line>

   <URL>/_static/_controls/ribbon/ribbon.js?ver=1322271890</URL>

   <PageURL>/main.aspx?etc=1084&extraqs=%3fetc%3d1084%26id%3d%257bE6B9906B-9844-E711-94A2-00155D4AB170%257d&histKey=545563799&newWindow=true&pagetype=entityrecord#977392823</PageURL>

   <Function>anonymousr:Seesperabaunobjeto</Function>

   <CallStack>

    <Function>anonymousr:Seesperabaunobjeto</Function>

   </CallStack>

  </ScriptErrorDetails>

  <ClientInformation>

   <BrowserUserAgent>Mozilla/5.0 (compatible; MSIE 10.0; Windows NT 6.1; WOW64; Trident/7.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; .NET4.0C; .NET4.0E)</BrowserUserAgent>

   <BrowserLanguage>es-ES</BrowserLanguage>

   <SystemLanguage>es-VE</SystemLanguage>

   <UserLanguage>es-VE</UserLanguage>

   <ScreenResolution>1600x900</ScreenResolution>

   <ClientName>Web</ClientName>

   <ClientTime>2017-05-29T13:58:41</ClientTime>

  </ClientInformation>

  <ServerInformation>

    <OrgLanguage>1033</OrgLanguage>

    <OrgCulture>8202</OrgCulture>

    <UserLanguage>3082</UserLanguage>

    <UserCulture>8202</UserCulture>

    <OrgID>{37EA8E7C-000D-475A-AF06-C57D5C1FBABF}</OrgID>

    <UserID>{62FCE999-848A-E311-93FE-005056B97B2C}</UserID>

    <CRMVersion>6.1.3.119</CRMVersion>

  </ServerInformation>

</CrmScriptErrorReport>

Thank you very much for the support you can give me.

Regards,

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Lock a field after saving a record

May 30, 2017, 7:54 am
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Hi, I am wondering if we can disable a field after save. For example, when user creates a new record, it is editable, but after save, it not editable.

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Identifying fields in a managed solution

May 30, 2017, 8:38 am
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Hi

I want to delete a managed solution but before I do, I need to check if there are any fields still being used so I can recreate them etc..  How can I check what fields are in a managed solution?

A customer of ours had some work done by a previous partner.  They installed a managed solution and did not provide the unmanaged solution.  The solution shows all fields as this was from before we could add individual fields.  Also, the partner set the publisher prefix as "New" which doesn't help.

I know that I will have to recreate some of the fields however I suspect (hope) some of the fields are form other solution which means I can ignore them.

Thanks

Marc Collins

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case form customer lookup

May 30, 2017, 8:42 am
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Hi, the customer lookup field in the case form always show up the both account and contact data, can we just let it display account data only?

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