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CRM 2011 Sharing problem

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Hello,

I am quite new in Dynamics CRM and got problem  with Account sharing.

It on premises 2011 CRM Workgroup installation.

It is simple situation. One business unit called "CRM". Two users with all security roles. I have created Account and I am owner of it.

After I share this contact  with the second user (give all the sharing options) this user cannot see the account. The only way to show him this account is to make him the owner but in this case this account disappears from my view.

What I am doing wrong? Every thing looks so simple but something I am doing wrong.

Regards

DL


Trouble installing for Outlook...Install failed. Dr. Watson install failed...

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Hi Everyone,

I just picked up a new laptop with Windows 8 and Office 2013 -

When I went to install the for Outlook I got the error

- Installation failed.  Dr.  Watson installation failed - or something very similar to that.

Any thoughts on this?  I saw details that related to CRM2011 but nothing specific to this.

Any help would be appreciated, I am not the most technical person...

Thank you!

Order

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Hello,Intheorder,when you canceloneadepagianmessage displaywebdialogue, whichshows you a listofdefault descriptions,to cancel, I need toadd descriptions.AsI canaccess thatdialog?

Order

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Hello,

In the order, when you cancel one message display web page dialog, which shows you a list of default descriptions, to cancel, I need to add descriptions. As I can access that dialog?

Installation Questions

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I am in the process of installing CRM on a staging server. I am running the installation with one account but that account does not have access to the database server. Our DBA's have created another account that has access to create the databases. Is there a way to specify an account for the install to use to create the databases?

Sequential Order

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Hi, I have a problem with my CRM2011, On Premise, because in the module request, this folio randomly jumping, and carrying a row, any comments.

Greetings.

How to modify contract template's billing frequency

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Hi there,

Title says it all. I'd like to add further billing frequencies, but I can't, because it's protected. Is there a way to do this directly in CRM or do I have to do it programatically?

Regards,

Thomas

Viewing running workflows for multiple records

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Hello my fellow friends, i wanted to know if there was a way we can view all the running workflows for multiple records? For contacts


Receiving faxes CRM Online

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I am working with a company that receives fax orders from their customers.  They would like to intengrate it into their CRM system.  They currently have Lync but only use it as an IM tool and are on an analog phone system.  They are a small company so they are on a limited budget.  I would like to push them to use Lync and dump the analog phones however I cannot seem to find anything about receiving faxes, there are plenty of add-on's out there that integrate Lync and CRM but I can't seem to find any information on receiving faxes.

Any suggestions would be helpful.

Publishing customizations to multiple organizations

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I have created 2 additional organizations for our on-premise CRM 2011. When I export and import the customizations, they appear to be in place.

Although I publish all customizations, none are reflected in the new organizations.

What causes CRM 2011 custom code to work for some users but not other users

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Hi.  We have a situation with our CRM 2011 On Premise system where we wrote some custom code to look to see if a Case has Open Activities before it processes to the next resolution stage.

All the users in our system (currently just developers) have the same System Role of System Administration.

 

The code works great for the developer who put in the custom code but does not work for anyone else even when tested against the same Case at the same stage with the same Open Activity.

We are puzzled and would rather have it fail all the time then  to work correctly for just one user but not for anyone else.

 

Does anyone have any idea as to what might be causing this and more importantly have to correct it.

Thanks.


Rick Bellefond
RB Data Services
www.rbdata.com

 

 

 

Process UI Forms - Duplicate Detection

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Example Lead with duplicate email address - when creating leads with the process form I can enter the same email address and save and will not receive a warning. If I switch to the classic form and reuse the email address I see the warning I expect regarding a potential duplicate.  Also tested on account with the standard duplicate account name rule.

Do the new process forms support duplicate detection?

How to limit the work hours in phone calls , meetings and tasks.

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Hello ,

Currently when creating a task or a phone call in CRM, the default hour is 00:00 . is it possible to change it to be affected by the user work hours ?

 

Thanks,

Create a new field

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I would like to ask that how can we create a field whose text type is numeric and length of data type is not more than 10 characters.??

and second thing can we do the customization to the already existing field with the name "mobile phone" data type from "text" to "numeric" in dynamics  and put the limit of not more than 10 characters CRM 2011.

System.Threading.ThreadAbortException: Thread was being aborted + missing records

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Hello,

In the last few days I found out that I have some missing activity records.

After enabling the log trace I found out:

1. I have a repeating error (Every 5-10, with empty useridguid) regarding thread error.  

at ExceptionConverter.ConvertMessageAndErrorCode(Exception exception, Int32& errorCodeilOffset = 0x23B

at ExceptionConverter.ToSingleFaultOther(Exception exception)  ilOffset = 0x2B

at ExceptionConverter.ToSingleFaultUnTyped(Exception exception)  ilOffset = 0x3A

at ExceptionConverter.ConvertToFault(Exception exception)  ilOffset = 0x57

at ExceptionConverter.TryConvertToFaultExceptionInternal(Exception exception, Boolean createNewFaultException, FaultException`1& faultExceptionilOffset = 0x6D

at FaultHelper.ConvertToFault(Exception exception)  ilOffset = 0x0

at ErrorInformation..ctor(Exception exception, Uri requestUrl, Boolean logError, IOrganizationContext context)  ilOffset = 0x24B

at ErrorInformation..ctor(Exception exception, Uri requestUrl, IOrganizationContext context)  ilOffset = 0x0

at AppForm.HandleSaveEntityException(Exception exception, FormEventId eventType, String url)  ilOffset = 0x22

at AppForm.RaiseDataEvent(FormEventId eventIdilOffset = 0x5E

at EndUserForm.Initialize(Entity entity)  ilOffset = 0x1F

atCustomizableForm.Execute(Entity entity, FormDescriptor fdilOffset = 0x62

at RecordPageHandler.ConfigureFormWrapper(ilOffset = 0xC

at GenericEventProcessor.RaiseEvent(String eventName)  ilOffset = 0x2D

at PageManager.OnPreRender(EventArgs e)  ilOffset = 0x53

at Control.PreRenderRecursiveInternal(ilOffset = 0x54

at Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)  ilOffset = 0x69E

at Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)  ilOffset = 0x3C

at Page.ProcessRequest(ilOffset = 0x14

at Page.ProcessRequest(HttpContext context)  ilOffset = 0x31

at CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute(ilOffset = 0x11D

at HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronouslyilOffset = 0x15

at ApplicationStepManager.ResumeSteps(Exception error)  ilOffset = 0x10E

at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData)  ilOffset = 0x5C

at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr)  ilOffset = 0xFC

at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType)  ilOffset = 0x45

>System.Threading.ThreadAbortException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #F6CE222E: System.Threading.ThreadAbortException: Thread was being aborted.

>   at System.Threading.Thread.AbortInternal()

>   at System.Threading.Thread.Abort(Object stateInfo)

>   at System.Web.HttpResponse.End()

>   at Microsoft.Crm.Application.Forms.AppForm.RenderCloseWindow(EntityType entityType, String searchText, Guid entityId)

>   at Microsoft.Crm.Application.Forms.AppForm.RenderCloseWindow(EntityType entityType)

>   at Microsoft.Crm.Application.Components.PageHandlers.BasicActivityRecordPageHandler.SaveAsCompleted(Object sender, DataEventArgs e)

>   at Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, String objectId, Entity entity)

>   at Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId)

2. I found this error and I think it's regarding activity the disappeared

at CrmException..ctor(String message, Exception innerException, Int32 errorCode, Boolean isFlowControlExceptionilOffset = 0x0

at CrmException..ctor(String message, Exception innerException, Int32 errorCode)  ilOffset = 0x0

at RuntimeMethodHandle._InvokeConstructor(IRuntimeMethodInfo method, Object[] args, SignatureStruct& signature, RuntimeType declaringTypeilOffset = 0xFFFFFFFF

at RuntimeConstructorInfo.Invoke(BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)  ilOffset = 0xD8

at RuntimeType.CreateInstanceImpl(BindingFlags bindingAttr, Binder binder, Object[] args, CultureInfo culture, Object[] activationAttributes)  ilOffset = 0x1E7

at VersionedPluginProxyStepBase.WrapExceptionToThrow(CrmException exception)  ilOffset = 0xD3

at VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)  ilOffset = 0x65

at Pipeline.Execute(PipelineExecutionContext context)  ilOffset = 0x65

at MessageProcessor.Execute(PipelineExecutionContext context)  ilOffset = 0x1C5

at InternalMessageDispatcher.Execute(PipelineExecutionContext context)  ilOffset = 0xE4

at ExternalMessageDispatcher.ExecuteInternal(IInProcessOrganizationServiceFactory serviceFactory, IPlatformMessageDispatcherFactory dispatcherFactory, String messageName, String requestName, Int32 primaryObjectTypeCode, Int32 secondaryObjectTypeCode, ParameterCollection fields, CorrelationToken correlationToken, CallerOriginToken originToken, UserAuth userAuth, Guid callerId, Guid transactionContextId, Int32 invocationSource, Nullable`1 requestId, Version endpointVersion)  ilOffset = 0x156

at OrganizationSdkServiceInternal.ExecuteRequest(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, UserAuth userAuth, Guid targetUserId, Boolean traceRequest, OrganizationContext context, Boolean returnResponse)  ilOffset = 0x145

at OrganizationSdkServiceInternal.ExecuteRequest(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType)  ilOffset = 0x34

at OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType)  ilOffset = 0x24

at   ilOffset = 0xFFFFFFFF

at SyncMethodInvoker.Invoke(Object instance, Object[] inputs, Object[]& outputs)  ilOffset = 0x226

at DispatchOperationRuntime.InvokeBegin(MessageRpc& rpcilOffset = 0xE7

at ImmutableDispatchRuntime.ProcessMessage5(MessageRpc& rpcilOffset = 0x41

at ImmutableDispatchRuntime.ProcessMessage31(MessageRpc& rpcilOffset = 0xC6

at MessageRpc.Process(Boolean isOperationContextSetilOffset = 0x62

at ChannelHandler.DispatchAndReleasePump(RequestContext request, Boolean cleanThread, OperationContext currentOperationContextilOffset = 0x1D7

at ChannelHandler.HandleRequest(RequestContext request, OperationContext currentOperationContextilOffset = 0xF1

at ChannelHandler.AsyncMessagePump(IAsyncResult result)  ilOffset = 0x21

at AsyncThunk.UnhandledExceptionFrame(IAsyncResult result)  ilOffset = 0x0

at AsyncResult.Complete(Boolean completedSynchronously)  ilOffset = 0xC2

at ReceiveItemAndVerifySecurityAsyncResult`2.InnerTryReceiveCompletedCallback(IAsyncResult result)  ilOffset = 0x55

at AsyncThunk.UnhandledExceptionFrame(IAsyncResult result)  ilOffset = 0x0

at AsyncResult.Complete(Boolean completedSynchronously)  ilOffset = 0xC2

at AsyncQueueReader.Set(Item item)  ilOffset = 0x21

at InputQueue`1.Dispatch(ilOffset = 0x121

at ScheduledOverlapped.IOCallback(UInt32 errorCode, UInt32 numBytes, NativeOverlapped* nativeOverlapped)  ilOffset = 0x22

at IOCompletionThunk.UnhandledExceptionFrame(UInt32 error, UInt32 bytesRead, NativeOverlapped* nativeOverlappedilOffset = 0x5

at _IOCompletionCallback.PerformIOCompletionCallback(UInt32 errorCode, UInt32 numBytes, NativeOverlapped* pOVERLAP)  ilOffset = 0x3C

>Crm Exception: Message: phonecall With Id = f63af75f-fbab-e211-ada2-e61f13595a3b Does Not Exist, ErrorCode: -2147220969, InnerException: Microsoft.Crm.BusinessEntities.CrmObjectNotFoundException: phonecall With Id = f63af75f-fbab-e211-ada2-e61f13595a3b Does Not Exist

at Microsoft.Crm.ObjectModel.CommunicationActivityServiceBase.Retrieve(BusinessEntityMoniker moniker, EntityExpression entityExpression, ExecutionContext context)

Is there any connection between these errors?

How can I find out why some activities disappeared?

I am using the last version (rollup13) of MS CRM 2011

 

Regards,

Lior

 


Associating lead to existing contact/account

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Hi,

I'm new to CRM and the industry. I am assisting the process of implementing Dynamics in our firm. When working with leads, i noticed something weird. Say i have created a new lead. Now i have the options "Existing contact" and "Existing Account" open. I can associate an existing contact to this lead. The "Existing account" option is still available, and it is possible to add any random account to this field. is it the way Dynamics work? ideally when the contact is selected, the account to which he/she belongs should be reflected in accounts field right? why is this not happening?

License for test install

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Hi, we have an on-premise install of Dynamics CRM 2011 and created a temporary second organization on a separate server in order to test out some ideas safely. We used a trial install for this. The trial expires soon. It occurs to me that we could extend this by using our production license key in the test install - does anyone know if this would work and whether the license covers this kind of usage? The only other way I can think of is to set up a new server with another trial which seems rather a waste of effort.

Tim

Activity Feed won't load

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Has anyone had an issue getting the Activity Feeds pages to load?  When I pull them up it just says "Loading" and I am unable to submit any posts or see any updates.  We used the Pinpoint download version and I made sure to check the "SDK processes" checkbox during the import.  I see the What's New links and Record Wall sections on my forms but they never load.

Thanks,
Jeremy 

IE10 Activity Feeds Glitch post UR12

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I didn't install Activity Feeds until after I installed UR12, so I don't know if it was working before; but in IE10, I have to manually switch each page I want to actually show the Record Wall to IE9 Standards.  Is there a way to edit the web.config file in a supported manner to force IE9 Standards mode (just like this community and forum page do)?

I also get the following error when trying to load the Record Wall in the Outlook Client:

"An error has occurred in the script on this page.

Line: 28

Char: 1223

Error: Object doesn't support property or method 'selectNodes'

Code: 0

URL: blah.blah.com/.../ActivityFeeds.Mentions.js

Do you want to continue running scripts on this page?"

 

Anyone have any ideas what to do with this?

How to integrate Lync 2010 with MS Dynamics CRM

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Hi Everyone,

I am trying to integrate MS Dynamics CRM with Lync, can any one guide me how can i ahcieve it. Should i get a third party solutions for this?, if yes can anyone please provide me the details where can i find third party solution.

 

Thanks and Regards,

Raj Kamal Singh Rathore.

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