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Reimporting edited contacts

March 31, 2015, 2:58 am
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Hi. I'm experimenting with exporting contacts to edit them and then reimporting them to CRM.

I have a contact that I export to excel, ticking to make it available for reimporting in the process. I make changes, save the Excel XML file and then import. Each time I submit, the Imports log shows a partial failure due to '

A record was not created or updated because a duplicate of the current record already exists.'

The only time I can make changes is if, during the Import Wizard, I select 'Yes' to allowing duplicates. This doesn't actually create a new duplicate contact, but it does successfully update the existing contact.

The fields look exactly the same as all other contacts and those other contacts seem to export and reimport without problems when 'No' is selected to the 'Allow duplicates' question.

Could anyone help me:

  • Isolate what it is about this particular contact entity that is causing the reimport failure.
  • Why, if I select 'Yes' to 'Allow duplicates' at the reimport Wizard stage it doesn't actually create a duplicate contact, but instead just updates the existing contact with the changes I have made to its fields?

Thank you very much

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Show/Hide Sections based on drop down value

March 31, 2015, 11:49 am
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I'm relatively new to CRM and need help in setting up my CRM form to Show/Hide a section based on a value from a drop down.  Note:  Each value from the drop down will have it's own dedicated section, therefore it will be important to show only one particular Section while hiding of the others.  (see illustration)

 

I assume that I will need to use javascrip to do this since a basic Business Rule doesn't allow you to choose a section to control its visibility.  Since I'm new at this, can someone please take the time to give me detailed instructions on how to set this up?  I appreciate your help with this.

Thanks,

Doug

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How to Create Automatic Ticket Numbers

March 31, 2015, 2:00 pm
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How do you create automatically generated ticket numbers?

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Using CRM with Internet Explorer Multiple windows

March 31, 2015, 1:55 pm
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Hello Everyone:

Is there away to have more than one window  when working with CRM Online 2015 using IE11

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Need to auto pull data from the parent account onto the address form.

October 17, 2013, 5:02 am
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Hello All,

My client wants to view a field from the account when viewing one of the addresses. For this client, each account has many addresses. To simplify the clients internal process, they would like to see a custom company name field from the parent account in the address form.

How would I get this done? I tried to make a lookup field in the address form but it wont let me set anything in it. (I am not doing this programmatically just via admin customization)

Please let me know,

Thanks in advance.  

Rob

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Is there a tool that tells me where my storage is in use?

March 31, 2015, 2:39 pm
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Hi guys,

We're currently using up 90.40% of our available storage, and have gone through email attachments, system jobs, and notes. But it didn't make much of a difference. 

Just wondering if there is a tool that I can use to find out where those 4GB are? Sort of like TreeSize but for CRM?

Thanks,
Chon

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Default condition in Account and opportunity view

April 1, 2015, 5:30 am
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Hi,

There is default condition in all view of opportunity and Account.

If I got to customization, and edit filter criteria and remove and save it, to my surprise it reappears again.

This default condition is even in reports.

Does anyone know how to remove this condition.

Screen shot attached for your reference.

Regards,

Abhijeet

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CRM 2015 Update 1 Availability

April 1, 2015, 2:15 am
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I understand this will be rolled out toward the end of the month to existing tenants.... I am wondering, however, if we create a new tenant after the update is live, will we automatically be provisioned with the latest version?

Basically, I'm wondering whether I hold off on provisioning a new tenant until after the update is live to ensure I get the latest version quicker than I would if I provision now and wait for the update to be applied....

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Delete/rollback data import

April 1, 2015, 5:52 am
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Is there a way to remove all records from an import? I imported over 1000 records into Accounts that now need to be removed but leave all records that were added before and after the import. Is this possible? I'm running Dynamics CRM 2011 On-Premise.

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SharePoint and CRM Online | Auto add library

March 26, 2015, 6:00 am
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Hi,

Is there an option in SharePoint to automatically add predefined locations ( beside automatically default location) to specific entities ( Account/ Lead ).

So user doesn't have to add it manually for every entity.

Best regards

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realtime workflow

April 1, 2015, 3:16 am
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I am getting the below error when I update the fields from one entity to another entity using real time workflow. previously it's working with background process. then not working that's why I changed to real time workflow. but still it's not working. please provide the solution.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Cannot find record to be updatedDetail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
<ErrorCode>-2147220891</ErrorCode>
<ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic">
<KeyValuePairOfstringanyType>
<d2p1:key>OperationStatus</d2p1:key>
<d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">0</d2p1:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<d2p1:key>SubErrorCode</d2p1:key>
<d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">-2146233088</d2p1:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>Cannot find record to be updated</Message>
<Timestamp>2015-04-01T10:11:04.5419836Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText>

[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin]
[d14c3357-57d8-e411-80ef-c4346bac9f9c: ]
Starting sync workflow 'Audit Update', Id: c94c3357-57d8-e411-80ef-c4346bac9f9c
Entering UpdateStep1_step:
Sync workflow 'Audit Update' terminated with error 'Cannot find record to be updated'

</TraceText>
</OrganizationServiceFault>

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System.ServiceModel.FaultException

April 1, 2015, 6:40 am
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Hi All.

          I am converting the crm 4.0 code into mscrm 2013,

while editing the gridview it throws the below error.

An exception of type 'System.ServiceModel.FaultException`1' occurred in Microsoft.Xrm.Sdk.dll but was not handled in user code

Additional information: System.InvalidCastException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #49B35F5E

  

newPayrate.Attributes["new_rate"] = new Microsoft.Xrm.Sdk.Money();

newPayrate.Attributes["new_rate"] = Convert.ToDecimal(txtAmountdollar.Text);

The above lines are taking the values from the gridview and assigning those to attributes of that particular entity . in this case newPayrate is the entity .

when taking all the values it is throwing an error when calling update method of  organization service proxy.

in our case it is _service.Update(newPayrate); here it is throwing the above error .

Kindly help me for this scenario.

Thanks in Advance

 

 

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look up value assigned through java script

April 1, 2015, 5:13 am
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please provide the javascript from one look value assigned to another look up  field value.

Nagarajan

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How trigger a workflow everyday at 9 PM automatically

April 1, 2015, 2:43 am
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How trigger a workflow everyday at 9 PM automatically

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Not able to select areas to display this entity

April 1, 2015, 5:10 am
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Hi,

I am not able to select any option from Areas to display this entity.

I can create attribute, customize the form but cannot display the form in any Area.

All the the options are unchecked.

Please find attached screen shot for your reference.

I can display the entity by making changes in site map but I want a simple way.

Please help.

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Using multiple XRM Instances at the same time

April 1, 2015, 7:05 am
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I have a strange issue when trying to use 2 different xrm instances at the same time. The reason why I need to do this is to move one entity (account) from one crm instance to another.

I use the following code to open a connection to the different instances:

// Open connections to the different CRM systems
var targetXrm = GetXrmService("SG");
var sourceXrm = GetXrmService("BE");

private XrmServiceContext GetXrmService(string kb)
{
    var crmUrl = ConfigurationManager.ConnectionStrings["Xrm"].ConnectionString;
    crmUrl += kb;
    var xrm = new XrmServiceContext(CrmHelper.GetCrmConnection(crmUrl));
    return xrm;
}

public static class CrmHelper
{
        /// <summary>
        /// Get Connection name as per seetings file
        /// </summary>
        /// <param name="connectionvalue"></param>
        /// <returns></returns>
        public static CrmConnection GetCrmConnection(string connectionvalue)
        {
            var crm = CrmConnection.Parse(@"Authentication Type=Integrated; Server=" + connectionvalue);

            return crm;
        }
}


Now the issue I got is, that for some reason both XRM instances I have reference the same crm Instance (even though I debugged through it and they get initialized with 2 different url's).

Has anyone ever tried using multiple xrm instances at the same time? It seems like it always takes the first xrm instance I initialize and all other XRM instances then reference the same crm instance. I figured this out by changing the order of these 2 lines:

var targetXrm = GetXrmService("SG");
var sourceXrm = GetXrmService("BE");

My connection string entry looks like this:

<connectionStrings>
    <add name="Xrm" connectionString="http://crmserver/"/>
  </connectionStrings>

I debugged through the code and he gets the correct url's

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Discount Price List

March 27, 2015, 2:44 pm
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I would like to create a fixed % discount price list from an existing price list.

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Translation not part of solution

March 17, 2015, 3:31 am
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Translation of field doesn't get carried over with the managed solution. 

Ok, here's the deal. We have a development and test environment. Here again we have a field which is part of a form in the "Contact" entity. Which again is part of the solution. In our setup we have english and swedish language.

We've exported the translation file, done the appropriate translations (and imported it again). It all shows up correctly in the development environment. 

When we export the solution (as managed) and import it in the test environment and publish, the translation doesn't carry over for some reason. We've also looked at the xml of the exported solution, and it doesn't seem to be a there.

We've also tried to re-add the field to the form before exporting the solution etc. Without it helping. Does anyone have an idea what can be wrong?

Thank you! 

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What is the Site Map on Dynamics CRM?

April 1, 2015, 6:52 am
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Hey,

I just started on CRM Dynamics, could anybody explain me what does the Site Map means?

Thank you very much,

Best.

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Error while deleting a manage solution.

April 1, 2015, 7:04 am
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Hi,

I created a manage solution and then I tried to delete it (As well all components added to that solution). At the beginning it was taking too much time, so I cancelled it, and then tried again without result.

This is the message it shows:

 

Thank you very much.

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