Dynamics Community Forum Thread Details

Error transaction not started: Cant open new accounts, contacts, opportunities

Hello,

I have been receiving this error as of today. It is severely limiting the functionality of the Dynamics CRM online for my organization. Can anyone speak to this?

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I have no installed any new plugins in a long time. I think there are only 2 custom add on pluggins in general. I don't know what would have changed to make this happen.

All the best,

Josh

I had created a whole process to work around the limitation of reporting on posts within the the CRM. I have created a field of "Last Post as Note" where I have created a workflow that duplicates a post into a note and then updates the text into my custom field of Last post as Note. This allows my sales team to see in a report the last post on every opportunity in a power bi report. Working with the post entity itself is very complicated as it is divided into 5-6 entities on the developer side. So I created this work around.

The break in the system occurred when I made the workflow that would update the field "Last post as Note" with the new note that is created into a real time workflow instead of a behind the scenes workflow in dynamics. I also have hid notes from the timelines so even though a note is created that has the exact same text as the post, it does not clog up the timeline. It simply prompts a workflow that carries the body of the post to the note and then updates my custom field which allows me to report.

This should not be so complicated within the CRM but notes/ annotation and posts have their own limitations and so this was my best workaround. Even using Power Automate it is very challenging to work with posts to get them to pull the the last post from every account and then separate it so I can work with it in Power Bi.

Thanks for reading and for helping if you could.

The solution was ruling out what workflow or plugin broke the system. Once I found the workflow by disabling and reenabling one by one, and trying to save a record, I found the right workflow to troubleshoot. After converting the workflow that broke the CRM back to a "background" workflow instead of a realtime workflow I was able to restore functionality as desired and with my work around for posts and restore record saving functionality in the CRM.

Cheers

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