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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SALES TEAM Subgrid - E...
Microsoft Dynamics CRM (Archived)

SALES TEAM Subgrid - Errors

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Posted on by Community Member

Hi, 

I am attempting to add a user (who has a security role) to a Sales Team Subgrid on Opportunity.  Two errors are occurring when attempting to add them.  

1.  "The user you're trying to add is already a member of the Sales Team" with the red X

2.  The record is simply not added to the SubGrid - in other words, nothing happens

I ripped out the entire Section and re-added the Stakeholders, Sales Team, and Competitor sub grids.  The other ones work fine.  The Sales Team Subgrid will still not behave as expected.  This was working a few weeks ago.  

Ideas???

Thanks in advance.  

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I have the same question (0)
  • Suggested answer
    Lucas Blackburn Profile Picture
    Lucas Blackburn on at

    Double-check the underlying view that the sub-grid is using.  Make sure it has the correct criteria to pull/show members of the team.

  • Community Member Profile Picture
    Community Member on at

    That is part of the problem.  The underlying view is the All Sales Team Members view and is not able to be customized since it give you the custom Role, etc.

  • Lucas Blackburn Profile Picture
    Lucas Blackburn on at

    Simple question - but is the user you are using a system administrator?  Do you have full permissions to connections/roles?  If so, what do the settings look like on the sub-grid?

  • J Matlon Profile Picture
    J Matlon 1,465 on at

    Christopher,

    I've seen the same issue. The connections are actually getting created, but the roles weren't set properly, so they'd never show up on the grid.

    You can see the connections when looking at the entire list of connections for that opportunity.

    I don't have a solution to the problem you're seeing. We only experienced this through in-line additions. Our fix was to create an entirely new Connection view and use that instead of the built in sub grid.

  • Community Member Profile Picture
    Community Member on at

    I am an Admin and so is the user that is attempting to add Users to the Sales Team subgrid.

    The subgrid is Records - 'Only Related Records' - Entity - Connections (ConnectedFrom) - Default View - 'All Sales Team Members'

    OOB settings for this subgrid, it simply is just not letting me or the other Admin add members to it.  

  • Community Member Profile Picture
    Community Member on at

    JMatlon, thanks.  Is this a MS bug?  Before I create a workaround I may submit a ticket.  Is this the route you would go?

  • J Matlon Profile Picture
    J Matlon 1,465 on at

    That's up to you.

    I expect that this is a bug with our environment, since I haven't seen it reported elsewhere. But we're OnPrem and not doing anything really unique. We're using IE11, and we don't have anything locked down with regard to security.

    This could be a conflict with something else on our form, but we have minimal jscript and no plugins.

    If you do submit this as a ticket, I'd be interested in hearing MS's response.

  • Verified answer
    Lucas Blackburn Profile Picture
    Lucas Blackburn on at

    We are using on prem CRM 2015 with IE 11 without any issues - not sure if that helps you narrow down what version could have the bug.

    I'm just surprised that this would be a bug since the sales team grid comes out-of-the-box.  The connection role category of "Sales Team" still exists in your deployment?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Yup Lucas = here was the issue:  Apparently the Admin team had removed the Sales Professional Role (associated to the Connection Role Category 'Sales Team').  This role is the default role, so when a record was being added the the Sales Team subgrid, it could not find the default role and add the member.  

    I added a Sales Professional Role, and associated it to the Sales Team Connection Role category.  I added two members to the Sales Team Subgrid on an existing Opportunity and it worked.  

  • Community Member Profile Picture
    Community Member on at

    Hi, we are experiencing the same issue. We deleted all default connection roles for project members and sales team and created new ones for both using our notations.

    For the project members subgrid everything works fine, but for the sales team subgrid we get these nasty errors.

    This is a logged exception stack trace when trying to add sales team member:

    at CrmException..ctor(String formattedErrorMessage, Int32 errorCode, Object[] arguments) ilOffset = 0x30
    at TeamTemplateService.RemoveUserFromRecordTeam(BusinessEntityMoniker record, Guid teamTemplateId, Guid systemUserId, ExecutionContext context) ilOffset = 0x104
    at OpportunitySalesTeam.RemoveUser(Guid userId) ilOffset = 0x2D
    at OpportunitySalesTeamUpdateHandler.Execute() ilOffset = 0xF5
    at ConnectionPlugin.Execute(IServiceProvider serviceProvider) ilOffset = 0x42
    at V5PluginProxyStep.ExecuteInternal(PipelineExecutionContext context) ilOffset = 0x2A3
    at VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context) ilOffset = 0x65
    at PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action) ilOffset = 0x2D
    at Pipeline.Execute(PipelineExecutionContext context) ilOffset = 0xD8
    at <>c__DisplayClass1.<RunStage>b__0() ilOffset = 0x0
    at PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action) ilOffset = 0x2D
    at MessageProcessor.RunStage(PipelineExecutionContext context, Int32 pipelineStage) ilOffset = 0x39
    at MessageProcessor.Execute(PipelineExecutionContext context) ilOffset = 0x171
    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 = 0x16E
    at OrganizationSdkServiceInternal.ExecuteRequest(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, UserAuth userAuth, Guid targetUserId, OrganizationContext context, Boolean returnResponse, Boolean checkAdminMode) ilOffset = 0x1EE
    at OrganizationSdkServiceInternal.ExecuteRequest(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode) ilOffset = 0x2D
    at OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode) ilOffset = 0x26
    at InprocessServiceProxy.ExecuteCore(OrganizationRequest request) ilOffset = 0x34
    at PlatformCommand.XrmExecuteInternal() ilOffset = 0xF6
    at UpdateCommand.Execute() ilOffset = 0x7
    at UpdateConnectionCommand.ExecuteCommand(String commandXml) ilOffset = 0xB8
    at CommandBase.Execute(String commandXml) ilOffset = 0x13
    at InlineEditWebService.Execute(Int32 command, String commandXml) ilOffset = 0xD0
    at RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor) ilOffset = 0xFFFFFFFF
    at RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments) ilOffset = 0x25
    at RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) ilOffset = 0xCF
    at LogicalMethodInfo.Invoke(Object target, Object[] values) ilOffset = 0x4F
    at WebServiceHandler.Invoke() ilOffset = 0xC3
    at WebServiceHandler.CoreProcessRequest() ilOffset = 0x13E
    at SyncSessionlessHandler.ProcessRequest(HttpContext context) ilOffset = 0x39
    at CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() ilOffset = 0x18D
    at HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) ilOffset = 0x15
    at ApplicationStepManager.ResumeSteps(Exception error) ilOffset = 0x10A
    at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData) ilOffset = 0x5C
    at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr) ilOffset = 0x16A
    at HttpRuntime.ProcessRequestNoDemand(HttpWorkerRequest wr) ilOffset = 0x2C
    at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType) ilOffset = 0x4B
    Crm Exception: Message: Access team for team template for record of type {1} and id {0} and not found, ErrorCode: -2147220969

    Christopher Bradley could you please explain your solution a little bit more detailed? What exactly is meant by associating the "Sales Professional Role" to "Sales Team Connection Role"?

    Thanks in advance and nice regards,

    MH

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