Microsoft Dynamics CRM Forum - Recent Threads

Import From CRM 4.0 to 2011 failed

robledo5 — Sun, 19 May 2013 02:39:03 GMT

Hello Everyone,

I am getting the following error when trying to import new organization:

System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: CREATE VIEW failed because column 'stepid' in view 'FilteredOpportunity' exceeds the maximum of 1024 columns

Each CRM server has it's SQL 2008 R2 SP1 installationCRM 4.0 (UR 21) and CRM 2011 (UR 1-12). Prior to the import the only warning I get: The organization database selected for import is different version than the organization database currently deployed

Can someone help me on how to reduce the number columns of the 'stepid' column. I'm a SQL novice so not very skilled.

CRM Applications Certification

jsdavies — Sat, 18 May 2013 17:22:34 GMT

Hello,

The Microsoft website is extremely confusing (and many of the links do not work) regarding cerfifcation for MS Dynamics CRM Applications. I want to know how much the exams cost. From the website, it seems that the will discontinue this certification in July. thanks

CRM Server Disaster

Ramtin.M — Sun, 19 May 2013 06:09:01 GMT

Hi Friends

Due to Some problems, My CRM Server Hard crashed :( every time I restarted it there was blue Screen... anyway, I could reach DATA folder of It's SQL server which contains All databases ... now I installed SQL Server again, but when I want to attach organization_MSCRM.mdf there is an error says It's log file header in invalid :( and I can not attach it, although I could attach the CRM_CONFIG.mdf file ...

PLEASE HELP :(

Unexpected data changes

Sijoba — Thu, 16 May 2013 07:56:06 GMT

I have noticed in the early days of implementing Dynamics that saved data is changed when I come back to it. (a) Probability values entered and saved within opportunity records are sometimes different when I come back to them (e.g. entered 90, later appears as 50); (b) an opportunity closed as won reappeared the next day in the pipeline. Could anyone explain why this might happen and how I could prevent it?

Mail Merge Email Issue

Zach Swartz — Wed, 08 May 2013 14:12:10 GMT

We have a user that has trouble sending mail-merge emails from the Outlook Client. They run through the process of setting up the mail merge correctly, but when it tries to send from Outlook, there is only one entry in the sent items and only that person receives the message.

The user is currently running Outlook 2010 and Rollup 11.2

Has anyone seen this before?

Account duplication on qualifying leads

Uri Roitman — Fri, 03 May 2013 11:14:34 GMT

Hello,

I am using Dynamics CRM Online and experiencing problems after the last manual update.

I create a new lead for a new contact in an existing company that already in my accounts and set that company name for that lead in a "Company" field.

When the lead is qualifying i use the option "account already exist" and there I set the same company name.

The new contact from the lead is created but it doesn't have any reference to the account.

If i qualifying the lead without pointing out that this account is already exist then it will create new Account, which will be duplicate to already exist account.

If i try to merge the accounts, the lead contact will be deleted from the merged account!

So actually i have 2 questions:

1. How to create a lead that will automatically synchronize to exist account?

2. How to merge all the duplicate accounts so that the leading contact will be merged and not overwritten?

Thank you in advance,

Uri

Dynamics Sitemap error

Jomosh — Fri, 17 May 2013 05:28:38 GMT

Just installed UCCX 8.5 CRM call connector onto CRM 2011 server, on completion, I get a sitemap error. I cannot access CRM now. I had done a snapshot of the CRM server before connector installation, I have reverted to the old snapshot, but the error still persists. Anyone experienced this ?

CRM Security for Item Maintenance

Jeanne Harden — Fri, 17 May 2013 20:36:32 GMT

This is the first role I've created from scratch - this user ONLY needs to be able to add/modify items (under the Workplace/Extensions area). Thanks for your help!

Import issue in CRM 4.0

Prashant Shukla — Sat, 18 May 2013 14:42:29 GMT

Hi There

In my CRM 4.0 i have one custom entity with a field "Name in Arabic"; we enter name both in English & Arabic, due to some internal issues in CRM we have some log now which we have to import in CRM. In CRM 4.0 we can only import through csv or text files. when i save my excel in csv, i can see Arabic in the field called "Name in Arabic" but once i import it in CRM it get transformed to miscellaneous characters. While existing reords in CRM display Arabic.I dont understand what the problem is? Please help me in this regard.

Reply ASAP.

Regards

Prashant

Error logging into CRM

HedgehogJames — Fri, 10 May 2013 15:13:06 GMT

I'm hoping someone can give me some additional thoughts here. I've searched online and so far none of the solutions suggested have addressed my issue.

We have CRM 2011 on-premises and for the last few weeks we have been unable to log into it. When we go to the address, we just get an error:

Business Management Error

You are attempting to create a user with a domain logon that does not exist. Select another domain logon and try again.

All suggestions seem to point to the AD Global Catalog, but this all looks OK to me, based on what people have said. The only thing I can think is that I have been logged into a CRM online instance that I'm trying to set up, but this problem isn't just limited to my login or my computer or to one browser, it's also happening to everyone else in our on-premises instance.

Any thoughts?

James

MS CRM 4.0 createdon time is showing one hour ahead with current time

M.Azwar Alam — Fri, 17 May 2013 07:24:06 GMT

Hi,

I have one issue in our production environment. We have MS CRM 4.0 version with Update Rollup 5. Whenever I am creating incident or any custom entity record in MS CRM, MS CRM is showing createdon time one hour ahead with current time. For example my current time is 10:00 AM createdon time is showing 11:00 AM.

Any one have any idea about this problem ?

CRM 2011 : Business Management Error

Ahmed Zaveri — Fri, 24 Jun 2011 13:29:26 GMT

I installed CRM 2011 on windows 2008 r2 enterprise with sql server 2008 r2 (on a different server)

The installation went smoothly with no errors. i logged-in to crm with deployment administrator account, it worked fine. when i restarting the crm server i got the following error.

Business Management Error

You are attempting to create a user with a domain logon that does not exist. Select another domain logon and try again.

after a few hours the error was gone, but again when i restart the crm server this error occurred again.

Please help!

Roll up 13 authentication issues

Eugene_Palmer — Tue, 14 May 2013 15:38:37 GMT

Hi,

After rollup 13 users cannot access crm. After the ADFS login they are again prompted for credentials, which do not work. I had to uninstall RU 13 from the server in order to restore access.

Although it did seem to work for a few days prior to that, but Outlook became noticable slower.

Does this have something to do with ADFS 2.1 compatibility? Is ADFS 2.1 required or suggested with RU 13?

On-Premise, IFD, 2011.

Has anyone found a intranet chat program that can save to the MS Dynamics CRM?

no12call — Fri, 17 May 2013 17:25:50 GMT

We are trying to log chats to cases in Dynamics but haven't found an elegant inexpensive solution for our 150 person company. Does anyone have any experience in integrating a intranet chat system that saves the chat into the CRM?

Work Flow for Approval -Definition

Pranov — Tue, 23 Apr 2013 04:13:43 GMT

I have a query with respect to Work Flow creation in Dynamics CRM.

User A creates a campaign by specifying the name of the campaign and changing the record status to ‘Send for approval’. On changing the status of the campaign and clicking the ‘Save and Close’ button. By default, the ’Send for approval’ status record is assigned to User B. I have defined the workflow as shown in the fig below:

Fig 1: Workflow –Send for Approval

With the above workflow definition, I am able to achieve the desired functionality.

Now coming to the Query part ,

User B takes the assigned record and has an option to perform any of the following action: Approve, Reject, On-Hold, Suspend.

So When the User B performs any of the above action and clicks the Save button, the record needs to be assigned to User A. The workflow I have defined is as follows:

Fig 2: Work flow for Approval / On-Hold /Rejected status

On changing the status to ‘Approved’ /’On Hold’/’Rejected’ , the record is not assigned to User A

IFD CRM login with Default Network credentials

veginati — Wed, 15 May 2013 13:32:14 GMT

How to connect IFD CRM using default network credentials.

am in the same domain and am ad user as well as crm user also. but it's not allowing to connect crm.

hard coding username,password and domain is working fine.

Unable to open web application (aspx page) from Microsoft outlook configured with Microsoft Dynamics CRM 4.0

ria sona — Fri, 17 May 2013 07:54:14 GMT

Hi,

I have added a custom button in ISV. On click of this button, an aspx page opens up. This is working fine when we open the CRM site from web client.

Now we are trying to click on this same custom button from Microsoft Outlook configured with CRM 4.0, and the aspx page does not open up.

The workaround we found was to go back to the browser and open the CRM site and clcik on the custom button, then go back to Outlook and click on this custom button. Now the Aspx page opens up from Outlook.

Can someone suggest me why we see this kind of behavior from Outlook.

Pipelines Phases

tomnew481 — Fri, 17 May 2013 11:23:31 GMT

I'm having difficulty in setting pipelines phases. How can I create phases in crm pipelines?

Account form subgrid and related contact activity records

William Mann — Mon, 04 Feb 2013 15:30:08 GMT

Hello all,

I have been asked to show all related activities for an account (we usually create activities from contacts). I know that if I open an account I can do this by selecting Activities from the left menu item and I will be able to see all related activities from all contacts. The issue is my users want to see all of these activities from the Outlook reading pane, and the Activities left menu item is not available for the reading pane.

I then put a subgrid on the account form for activities, and was happy to see that these subgrids could be seen from the Outlook reading pane, but came to find that subgrids would only show activities directly related to the account (not any created from contacts).

I then created javascript that would change the fetchxml of the subgrid view during the form onload event. This worked good, but the form onload event cannot be called from the Outlook reading pane (no events as far as I could tell).

I then found this article http://blogs.msdn.com/b/crm/archive/2012/04/16/deep-queries-for-subgrids.aspx and it instructs how to do what I need by exporting the unmanaged solution with my account entity and manually edit the customizations.xml file to add the needed link-entity lines to pull in the related activities. I followed the instructions and in the subgrid definition (in the customizations.xml file) I added the 1:N relationship name between the account and contact <RelationshipName>contact_customer_accounts</RelationshipName>, but when I go to the view definition I am not sure what lines I need for the link-entity. I created the following using advanced find.

I need help getting these link-entity lines correct. I need this to return related activities for account that were created directly from an account, or from any associated contacts.

Thanks,

William Mann

navigating from last record on a screen

SimonWest — Wed, 15 May 2013 15:17:51 GMT

Using MS CRM 2011 UR13. In the Lead entity having opened a lead from a view and used the navigation top right of the open lead to move between records I get an error if I try and move beyond the last record currently displayed in the view.

Has anyone else seen this issue?

I only noticed it because we reduced one of our users to 25 records per screen as they were on a slow connection and as soon as they tried to move to the 26th record using the navigation within the open record, they got the dreaded "Microsoft Dynamics CRM has encountered an error".

Printing issue with CRM 2011 in the Cloud

DisabilityCRM — Tue, 14 May 2013 13:00:59 GMT

Hi folks, when we try to print a list of members from the a marketing list it previews all the member fine in the popup screen but will only print out one page no matter what print option I select. It's the same for al users of the system

Any Ideas welcome.

CRM 2011 on premise deleted or deactivated views do not disappear

Paul Richards — Tue, 14 May 2013 13:33:43 GMT

When deleting views in internet explorer it does not remove them from outlook.

Tried the syncrhonisation option, and clearing the temp files using the diagnostices wizard, have also clear IE temp files and cookies.

This remove some of the deleted or deactivated views, but not all of them.

CRM 2011 IFD + Sharepoint 2013 configuration

smallsoldier — Wed, 15 May 2013 16:32:47 GMT

Hi,

We have an up to date greenfield site we are moving over to in the next few weeks, I have CRM all setup on server 2012 - IFD is working outside and internally.

I cannot find any documentation on how Sharepoint should be setup for use with CRM. Their are loads of SSO with reference to Office365 but nothing for on premise customers.

I would like a logged in user to be able to browse documents that are stored on SharePoint from outside the organisation.

Any help would be very much appreciated.

synchronising his computer with Outlook and CRM

Lulu Labelle — Wed, 15 May 2013 15:32:24 GMT

Hullo everyone

One of my colleagues has a problem synchronising his computer with Outlook and CRM when he's been working in offline mode at home.

A green bar indicates that everything has completed but the last element "Propagating customisations" remains in "In progress"

Has anyone else had this problem?

Thanks

Lucie

Preparation for Dynamics CRM 2011 Certification - Exam MB2-866

Saima Munir — Thu, 16 May 2013 18:36:31 GMT

Hi,

I am interested in certification Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration.

Is it mandatory to attend the following course 80294B prior to writing the exam?

assets.msleap365.com/.../1AF0FAAA4A194A1C973C7D6DDECD81E3.htm

Please also advise good resources and books for preparation.

Thanks in advance.

Sales/Leads view doesn't show my list of leads

John Harrow — Thu, 25 Apr 2013 19:07:06 GMT

I cannot find a way to expand the list of Leads. As a result, I cannot see or select any Leads. The up/down arrows to the right are not functional. The only way I can see or select another lead is by entering the name and doing a Search.

How can I expand this list so I can see what Leads are there?

John

Get Team Administrator via javascript

Bassi — Fri, 17 May 2013 17:43:50 GMT

How do i get the administrator of a specific team in javascript.

Flexible form

djhayman — Thu, 18 Apr 2013 08:44:00 GMT

Hi All,

I am attempting to customise my straight out of the box Dynamics CRM.

I need a form that can be scalable to include multiple sub-forms

For example:

The business provides digital signage solutions so I have a new entity called 'Site Info'. I want this entity to store records about what assets are located at each site and how they are related. So,

Player –number, type, serial, purchase date

Display(s) – type, serial, connection type (VGA/DVI)

My issue is, each site can contain any number of players and each player can be connected to any number of displays. I can't seem to find any sub-form feature whereby I can add new and multiple entries with a single record.

I hope this request makes sense. Please let me know if I can provide any further information.

Thanks,

Dan

Error adding child entities to parent after upgrading to UR11

SEAustin — Fri, 01 Mar 2013 20:27:36 GMT

In our current release we upgraded to UR11 and are seeing generic errors when trying to add child entities to a new parent entities.

REPRO STEPS: (example)

1) create a new account and save

2) from that new account form, add a new contact (which opens a new 'child' form)

3) fill in the contact details and attempt to 'Save and Close'

EXPECTED RESULTS:

1) New contact is saved and associated to new account;

2) User is returned to the Account form and the Contact grid on the Account form refreshes to show that newly associated Contact.

ACTUAL RESULTS:

When clicking 'Save' or 'Save and Close' on the Contact form - the child form freezes and a generic error is shown on the parent form. Once user clicks ok to the error - we get expected results.

OTHER COMMENTS:

1) This error is occurring every time we try to add a new child entity to a new parent entity (e.g. adding contacts to a new account, adding contacts to a new activity, adding activities to a new account, etc.)

2) The message we are getting is:

"Error: An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support."

so, not really too helpful in terms of research options given that it is so generic...

3) The 'Download Log File' button is disabled on this error message, and we see no errors in IIS, etc. so not a lot of other info to work with in terms of troubleshooting.

4) We can repro this issue consistently on some machines but not others. Seems to mostly impact machines running Windows 8 with IE 10 in compatibility mode.

QUESTION:

Was there anything that changed in UR11 that could have broken interaction between parent and child forms - particularly the child grid triggering a refresh on the parent? Any recommended browser settings to look for, troubleshooting suggestions, etc? Thanks! :-)

CANNOT Activate crmlistcomponent.wsp

Nawaf Khalife — Fri, 17 May 2013 16:23:04 GMT

Hello,

Every time I try to Activate the crmlistcomponent.wsp solution I am getting the following error:

Sorry, something went wrong

An unknown exception occurred while executing a sandboxed code solution request in the worker process.\r\n|0

Please advise.

Thanks.

80% of Storage Limit Warning Emails

J.T. MOTT — Fri, 17 May 2013 18:37:14 GMT

So my CRM Online deployment has reached 80% of the storage limit, which is fine, it is only growing at about 1% per month. The problem is that MS claims that they cannot turn off the warning emails, or modify the recipient list. That means that all 25 of my users will receive a daily email warning until I purchase more storage space, which I was not wanting to do until I reached 90% +. MS recommended to me that I delete data to get back below the 80% threshold if I don't want the emails to continue!! Are you kidding me!? Has anyone else experienced this and found a reasonable resolution?

CRM 2011 for Outlook is crashing Outlook

BearClaw — Wed, 15 May 2013 18:07:23 GMT

Have a recurring problem with CRM crashing Outlook when I try to access Contacts or Accounts in the Workplace. I have no problems with other areas of CRM; Settings, Admin, etc. Only with Customers. Have tried unistalling/reinstalling a number of times. Works initially but after a day the crashing begins again.

Label Not Displaying on Form Tab

dwigglesworth — Wed, 15 May 2013 12:12:11 GMT

I have customised an entity form (Leads) using the Form Editor to include some new fields. Now there's a problem displaying the labels for 3 tabs within the form in IE - when I load the form there's label for the following labels; General, Details and Notes & Activities.

Any thoughts as to why this is happening?

How do I setup the Dynamics CRM Online email router on Azure?

David Eck — Tue, 20 Mar 2012 23:57:56 GMT

Hello,

I'm looking for specific instructions on how to install the email router for Dynamics CRM on Azure. I can't seem to find instructions specific to setup on Azure. Is it even possible? If so, would someone be able to provide me with some guidance?

Thanks,

David

Unable to log out - browsing to CRM always logs in as same user

oliver.boote.sm — Thu, 16 May 2013 05:19:16 GMT

Hey Guys,

I'm having a weird problem where I can't seem to log out of my current user.

Essentially, I can open a clean browser window (deleted temp files, even tried it in privacy mode) and if I browse to our on-premise CRM installation I will automatically get logged in as my user (no prompt).

If I click Sign Out, I get to the Sign-Out page and receive confirmation that I have signed out. However, if I browse back to our CRM home URL I appear to still be logged in, and if I log out and close my browser, opening it up again and browsing to the home URL also loads my dashboard without prompting for credentials.

This is problematic as I'm trying to login as someone else to diagnose an issue.

A possibly related point, here's how authentication works under Chrome/Firefox (RU13).

- Chrome: Username + Password prompt appears but no matter what is entered, it disappears and then pops up again when you confirm.

- Firefox: Logging in works as expected (in the mean time I'm using Firefox when I need to access another account).

Any tips or pointers greatly appreciated.

Best,

Ollie

Is it possible to customize Email-samples in campaigns ?

Regenbrecht 77-13 — Fri, 17 May 2013 12:33:30 GMT

Hello,

if I use an Emailsample to send it via a campaign it is not possible to make any changes in the sample. If I send an Email and introducing an Emailsample I can see the sample in the normal Emailwindow and make any changes before sending the message. This funcionality is not available in campaigns.

Do you have any ideas how I can introduce the Emailsample into the normal Emailwindow before sending via a campaign?

Best regards

Steffi

crm db update considerations?

Andrew Ciccarelli — Thu, 16 May 2013 18:38:15 GMT

Hello - I know MS says that backend updates to the CRM database are not supported.

I can see why this might be the case with primary CRM tables but what about custom fields which CRM stores in the custom base extension table?

Since these are custom fields, updating them through backend updates appears to be low risk. Obviously the developer is responsible work any plugins, workflows, etc he has created that access the custom field.

But aside from that it seems safe to update these column values through a backend database script. Do you agree or are there other aspects I'm not considering?

Workflow contains an invalid custom activity.

mohan billakanti — Thu, 09 May 2013 12:18:11 GMT

Hi,

Below is my plain custom activity code.

using

System;

using

System.Collections.Generic;

using

System.Linq;

using

System.Text;

using

System.Activities;

using

System.Threading.Tasks;

using

Microsoft.Xrm.Sdk;

using

Microsoft.Xrm.Sdk.Workflow;

namespace

ActivityLibrary1

{

public class Audit :

CodeActivity

{

protected override void Execute(CodeActivityContext

context)

{

//Create the IWorkflowContext and the

//IOrganizationService for communication with CRM

IWorkflowContext

workflowContext =

context.GetExtension<

IWorkflowContext

>();

IOrganizationServiceFactory

serviceFactory =

context.GetExtension<

IOrganizationServiceFactory

>();

IOrganizationService

service =

serviceFactory.CreateOrganizationService(workflowContext.UserId);

//Retrieve data from InputParameter

}

I am able to register the assembly and plugin uisng plugin registration tool, but when i am trying to add the custom activity to a process/workflow i m getting the below error.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Workflow contains an invalid custom activity.Detail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
<ErrorCode>-2147200968</ErrorCode>
<ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
<Message></Message>
<Timestamp>2013-05-09T12:05:19.6794822Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>

Any help appreciated? Thank you.

Error creating an appointment

pflores — Thu, 16 May 2013 22:39:59 GMT

I tried to create an Appointment and i get this error

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Principal user (Id=b566be81-adbd-e211-ba94-b4b52f67d656, type=8) is missing prvShareActivity privilege (Id=b5f2ee06-d359-4495-bbda-312aae1c6b1e)Detail:

<Message>Principal user (Id=b566be81-adbd-e211-ba94-b4b52f67d656, type=8) is missing prvShareActivity privilege (Id=b5f2ee06-d359-4495-bbda-312aae1c6b1e)</Message>

</OrganizationServiceFault>

I can create a "phone call", "task", etc. But not an appointment. What can i do?

Lync Call Popup to CRM entry

Mohammed Hamada — Wed, 09 Jan 2013 11:39:09 GMT

Hi everyone,

I would like to know if there's any free software that prompts Lync calls and provide the choice to enter or register the call as a case.

I found something similar but wasn't able to try it more than 5 mins as it's only available for demo version. I would appreciate if someone would point me to something similar.

Thanks

http://www.appvnet.com/services-view/lyncpop/

Getting a Document to Populate Data

tjaeger0709 — Fri, 17 May 2013 13:30:55 GMT

Hello,

I am having an issue with sending a document from a work flow and having the document populate data from the Quote entity. The work flow triggers with the document as an attachment but will not populate the data. I created the document using mail merge in order to get all of the delimeters and fields assigned. Then I saved the document and attached it in an email template which is part of the work flow. Is their a step that I am missing and a reason why the document is not pulling the data from my quote entity.

Thanks

Migrate from SugarCRM to Microsoft Dynamics 2011

Dieter Tontsch — Fri, 17 May 2013 13:19:14 GMT

Hello,

I wonder whether it is possible to migrate all data from SugarCRM to Microsoft Dynamics CRM 2011. Since it turns out that I can export Accounts, Contacts and some other stuff from Sugar into e.g. CSV, this might be ok for import to Dynamics CRM. But a lot of other items arround account history like calls, emails, notes etc... cannot easily be exported from Sugar. Therefore it looks like there is a need to directly connect to the SugarCRM database instead (in my case MySQL) in order to query, map and import the content.

I am not an expert at all to CRM, but from what I surfed arround I figured out that in earlier versions of Dynamics CRM there was a Data Migration Manager which was able to connect to a database. But the new v2011 just has an improved Migration Wizard social.microsoft.com/.../8c9f3525-e543-497d-bed5-7a598a522ac2 which seems to expect source files like CSV.

Long story short, is there any known and officially supported solution for a save import of all data from Sugar CRM to Microsoft Dynamics CRM 2011? I stumbeled over a software called scribe (www.scribesoft.com/Insight) which claim that they can get this job done... Has anyone any information what's the easiest way to migrate data from Sugar (or any other CRM System) to Dynamics CRM without loosing mainly account/contact history?

Regards, Dieter

Security Issue: Account Owner can see all opportunities

Thadd.Bo — Fri, 17 May 2013 09:36:29 GMT

Hi all,

I have one user who has one security role, which gives him the privilege to see only his own accounts and own opportunities. I checked his access rights in MS CRM and noticed that he can see only his accounts, which is ok but he can see all opportunitites including those where he is not the owner. Actually I thought he would not see the opportunitites from someone else. So am I wrong or I am missing something.

Thanks for any comments.

Conchi

Conchi Segura — Fri, 17 May 2013 08:57:55 GMT

Buenos días hemos generado una campaña con x cuentas relacionadas, cuya acción a realizar es crear llamadas que según van siendo contestadas, se marcan con el estado de cerradas.

Actualmente estas llamadas están desapareciendo sin que se realice ninguna actuación sobre ellas.

¿Cómo puedo resolver este problema?

Bulk deletion jobs are in canceling status on CRM Online 2011

Renata Vieira — Thu, 09 May 2013 14:07:30 GMT

Hello,

I have 2 bulk deletion jobs on CRM Online which are in 'canceling' status for 7 days.

They are visible in the 'Locked System Jobs' view and I have already tried all the possible options in the 'More Actions' button in order to stop the canceling execution, but CRM shows an error saying that 'The selected system job could not be canceled. The status of this system job may have changed. Refresh the System Jobs list to see if cancelling still applies". The log file shows the following:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #A0823439Detail:

<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: #A0823439</Message>

<Timestamp>2013-05-09T13:32:56.080026Z</Timestamp>

<InnerFault>

<ErrorCode>-2147204763</ErrorCode>

<ErrorDetails xmlns:d3p1="schemas.datacontract.org/.../System.Collections.Generic" />

<Message>The state transition requested is not valid for the current state. Current state: 2, current status: 22, target state: 3.</Message>

<Timestamp>2013-05-09T13:32:56.080026Z</Timestamp>

<InnerFault i:nil="true" />

<TraceText i:nil="true" />

</InnerFault>

<TraceText i:nil="true" />

</OrganizationServiceFault>

It makes sense that CRM cannot cancel a job that is canceling status, but I need to stop these executions. We are not able to import data to CRM for 7 days, because we need to execute de bulk deletion jobs before importing new data.

Have someone already faced this kind of issue? I'm a newbie in CRM and I have no idea about what to do.

I appreciate any help.

Thank you,

Renata Vieira

Import Data

dwidner — Fri, 17 May 2013 08:17:52 GMT

I cannot get the last names to populate when I import data from a csv file. I have tried multiple times to create a new field, map to existing fields, etc. No luck. I do not even see the last name field as an existing field when I use the default data map. Any ideas? All the data comes over fine, except the last name. Every time.

Is it possible to connect single products to only one user ?

Regenbrecht 77-13 — Fri, 17 May 2013 12:21:35 GMT

Hello,

I have the following problem: We have different products and special productmanagers for every product. So, we want to regulate the views in our CRM-system that every productmanager has only access to the product he manages.

I'm looking forward to your Ideas regarding my problem.

Thank you in advance

Steffi

show one filed when we select anther field in dropdown

Rajni Rawat — Tue, 14 May 2013 10:53:57 GMT

I have two fields in my CRM with the name case type(dropdown list) and chargeable field(dropdown).when I select case type as requirement ,then only chargeable field should be visible in the case.

Fetch XML Reports not working

Amit Choudhary — Wed, 01 May 2013 22:32:42 GMT

Hi All,

We are currently working with CRM 2011 UR 13.

We are facing the issue with reports. We developed some reports using SSRS and used SQL Server filtered views to create reports, the reports working perfectly. However, whenever we create any report through report wizard, it creates the report successfully. However, it does not run and end up with rsprocessingaborted error.

No error messages generated in the vent viewer as well. Basically this is the issue with all Fetch XML reports. Are we missing any specific installation. Since, the other custom SSRS reports are working, so it proves that SRS Data connector is working correctly.

Any help on this is appreciated.

Successfully disable the Process form

Paul Self — Thu, 16 May 2013 22:59:45 GMT

Has anyone successfully disabled the new process forms? It is driving me and my clients nuts. We do not use CRM this way. I have created a security role called "UI Process Form". I have assigned this role as the ONLY role that can use this form. None of the users have this security role. I have done this in Leads, contacts, and accounts. I have Switched to classic view.

This new Process form will not go away. Really not happy with Polaris!