On my account form I am trying to display all connection from all contact related to the account that are connected to opportunities.

e.g.

Opportunity 1

Connection John Smith from ABC Consultants as role of Consultant

In the account of ABC Consultants I would like to display all the opportunities that their teams are connected to, so it should display Opportunity 1 in the list.

My issue is that if I use the the display related records only it does not display down stream records. Is there a easy workaround? or will I need to create a workflow that connects to both contact and accounts? if I do it this way I will not be displaying the existing data as it will be after the fact.

Hello
i am trying to fetch entity id

var accessOptions = {};
    //accessOptions = GetGlobalContext().getQueryStringParameters();
    //alert(accessOptions.typename);
    accessOptions.principalEntityName = "systemuser";
    accessOptions.principalEntityId = Xrm.Page.context.getUserId();
    accessOptions.targetEntityName = parent.Xrm.Page.data.entity.getEntityName();
    accessOptions.targetEntityId = Xrm.Page.data.entity.getId();

    var principalAccess = XrmServiceToolkit.Soap.RetrievePrincipalAccess(accessOptions);

it gives me error like
activitypointer with id does not exist

Hi,

I have configured ADFS in CRM 2016 On premise and I would like to add multiple user in the CRM. When i add through multiple user wizard "select authentication provider" window open which option should I choose Active directory or federated identity provider.

Hi,

I have a client requirement where he wants to track his sales professionals in the field. Whenever they are going for meetings, he wants to track their real-time locations. 

Any provisions available for providing such functionalities in Dynamics CRM?

On Case entity if we perform any operations like Resolve,Re-Activate,Share..etc Under Activities section, Completed By is by the USER who performed the activity,but in Assign operation the completed by is showing as SYSTEM instead of USER. Why ? 

Hello all,

At a customer of mine i've got a weird error when she creates a new record. A user with these privileges:

The following error message is shown when she save's the record:

<Message>Principal user (Id=a55055fd-98d6-4c9e-a2aa-aff68258fa45, type=8) is missing prvReadAccount privilege (Id=886b280c-6396-4d56-a0a3-2c1b0a50ceb0)

The User's CAL is read-write as it should be (it is in dutch):

Good to know is that saturday 4th of februari their CRM Online environment has been updated to the Dynamics 365 environment.

Does anybody has a clue?

Thank you in advance!

Br,

Jacques

I have a "Documents" listing page which is an EntityList showing records from a Document entity and filtered to show records for the currently logged in portal user.

I also have a mechanism whereby the user can submit new documents. There are a large number of different document types that can be created so what we have done is separated out the actual content for each document type into separate entities (rather than having a massive number of fields covering all document types in the Document entity).

So for example if the user submits a document of type "Expenses" what will actually happen is that there will be an Expenses entity record created which will contain the detail of the expense document and then in a plugin off the creation of the Expenses record, a "Document" entity record is created which will have a lookup to the relevant "Expenses" entity record.

This has been implemented as an entity form against the Expenses entity (and the plugin fires to create the Document entity record).

The problem with this is that my "Documents" listing page does not show the newly added expenses document straight away. I have to restart the portal for it to appear. I'm guessing this is because the entity form is defined against the expenses entity rather than the document entity (it has to work this way as the fields exist in the expenses entity).

I have tested using an entity form against the "Document" entity and the list updated straight away. This is not practical though as there are thousands of fields across all of the possible document types.

Anybody know of a way to force the entity list to show updated data on the form entity where records are created via a plugin (and not directly via the entity list)??

Hi all,

I am having interview on support process in MSCRM. Can anyone suggest me how to prepare for interview. What type question can be asked in interview regarding support. Suggestions will be very useful for me.

Thanks,

Pulipaka

hi,

what are the requirements needed to upgrade crm from 2013-2016.

Hi Dynamic Stars,

I am unable to see any records from any entity and its stating that "A SQL Server error occurred". When I see in event viewer below error showing. For info we were doing integration of CRM with AX at the time we activated some mappings and deactivated again when we got this error then also no luck.

I have repair the CRM also...

Thanks in Advance.

RequestUrl: http://organization/crm/workplace/home_dashboards.aspx?pagemode=iframe&sitemappath=Workplace%7cMyWork%7cnav_dashboards, StackTrace: [CrmException: Generic SQL error.]

at Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal()

at Microsoft.Crm.Application.Platform.ServiceCommands.RetrieveMultipleCommand.Execute()

at Microsoft.Crm.Application.Controls.DashboardSelector.RetrieveDashboard(String logicalName, String[] columns)

at Microsoft.Crm.Application.Controls.DashboardSelector.AddUserDashboard()

at Microsoft.Crm.Application.Components.UI.CrmUIControlBase.OnInit(EventArgs e)

at System.Web.UI.Control.InitRecursive(Control namingContainer)

at System.Web.UI.Control.InitRecursive(Control namingContainer)

at System.Web.UI.Control.InitRecursive(Control namingContainer)

at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

[HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.]

at System.Web.UI.Page.HandleError(Exception e)

at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

at System.Web.UI.Page.ProcessRequest()

at System.Web.UI.Page.ProcessRequest(HttpContext context)

at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()

at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)

Regards,

Yogi.

Hi all,

Can anyone provide small pilot project on MSCRM. I am ok for paying money. I doing have knowledge on Technical. So i am looking for project. Any suggestion would be great.

Regards,

Laxman

Hi everyone, when I attempt to use ctx.CreateQuery<Workflow>(), or ctx.CreateQuery() Visual Studio gives me the following error:

The type "microsoft.xrm.sdk.activities.workflow" cannot be used as type parameter Tentity.

There is no implicit reference conversion from microsoft.xrm.sdk.workflow.activies.workflow to microsoft.xrm.sdk.entity

I have seen guides on here, and other places, that use one of these two, why does mine throw an error? 

Thanks.

 http://pastebin.com/DyWcvx6a

Currently the numbers on our portal are formatted in UK format: this is a dot as decimal separator and a comma for thousand separator.

We would like to apply the West-European format where comma is used as a decimal separator.

Currently we have version 8.1 on our portal. We are planning to upgrade to v8.2, but have some issues with this.

Can anyone tell me how I can get the numbers in the format required?

I tried with javascript, but that will make disappear the sorting option in Entity lists.

Hi!

Im trying to figure out how the related liquid filter is working, with not much success. So the example im working based on is this (related categories web template contains this):

{% if categoryguid %}
  {% assign relatedcategories = knowledge.categories | related: categoryguid, limit %}
  {% if relatedcategories.size > 0 %}
    ... some stuff ...
  {% endif %}
{% endif %}

The code i wrote uses the exact formula:

{% assign relatedarticles = knowledge.articles | related: article.knowledgearticleid, limit %}

{{ article.knowledgearticleid }} is a valid article id

But it gives me 2 various errors

1) Limit given: Liquid error: Missing a valid input parameter. Parameter name: input 

2) No limit given: Liquid syntax error: Error - Filter 'related' does not have a default value for 'pageSize' and no value was supplied

Main question:

How can i make related filter work?

Bonus questions:

What object is knowledge (entitylist, entityView, just a random magic object adx provieded)?

Is it possible to dump an objects content somehow on screen/js console/ somewhere? Would be usefull to see what is inside an object

Does anyone know I edit the total tax amount in the Invoice form?

Can it be done within a Calculated or Rollup field through a new field?

Hello All,

I am getting below error in workflow.

Workflow suspended temporarily due to error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Generic SQL error.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ErrorCode>-2147204784</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>Generic SQL error.</Message>
<Timestamp>2017-02-08T10:30:50.9149963Z</Timestamp>
<InnerFault>
<ErrorCode>-2147204784</ErrorCode>
<ErrorDetails xmlns:d3p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>Generic SQL error.</Message>
<Timestamp>2017-02-08T10:30:50.9149963Z</Timestamp>
<InnerFault>
<ErrorCode>-2147204784</ErrorCode>
<ErrorDetails xmlns:d4p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>Generic SQL error.</Message>
<Timestamp>2017-02-08T10:30:50.9149963Z</Timestamp>
<InnerFault>
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d5p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>System.Data.SqlClient.SqlException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #72D8AF37</Message>
<Timestamp>2017-02-08T10:30:50.915994Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText>
[Cardtronics.Opus.NCA: Cardtronics.Opus.NCA.NCACheck]
[e05c4af8-3214-e611-818c-005056974dc5: Cardtronics.Opus.NCA.NCACheck: Update of any entity]
Tracing Service Configured.
Configuring base plugin, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Configured Plugin Name: NCACheck, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Intialized registeredEvents collection, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Successfully configured base plugin for NCACheck, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Entering Execute for plugin NCACheck, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
New Tuple configured for Update of card_Contactdetails and card_document., Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Pre-Register Event, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Post-Register Event, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Done Registering updateATMContactEvent and updateDocumentcontactEvent., Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Plugin Event is firing for Entity: card_contactdetails, Message: Update 20, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
NCACheck is firing for Entity: card_contactdetails, Message: Update, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Pre-Check for InputParameter Target, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Getting InputParameter Target, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
atmContact atmContact iscard_contactdetails, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
atmcontact iscard_contactdetails, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Getting ssn, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Getting Field card_socialsecuritynumber, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Value from Target: , Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Checking for PreImage, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Getting card_socialsecuritynumber from PreImage, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Value from PreImage: XXX-XX-9990, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
card_socialsecuritynumber Value: XXX-XX-9990, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Value from Target: XXX-XX-9990, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Base Plugin Exiting firePluginRegisteredEvents for NCACheck, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
</TraceText>
</InnerFault>
<TraceText i:nil="true" />
</InnerFault>
<TraceText i:nil="true" />
</InnerFault>
<TraceText>[Microsoft.Xrm.Sdk.Workflow: Microsoft.Xrm.Sdk.Workflow.Activities.UpdateEntity]
[UpdateStep1]

[Cardtronics.Opus.NCA: Cardtronics.Opus.NCA.NCACheck]
[e05c4af8-3214-e611-818c-005056974dc5: Cardtronics.Opus.NCA.NCACheck: Update of any entity]
Tracing Service Configured.
Configuring base plugin, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Configured Plugin Name: NCACheck, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Intialized registeredEvents collection, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Successfully configured base plugin for NCACheck, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Entering Execute for plugin NCACheck, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
New Tuple configured for Update of card_Contactdetails and card_document., Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Pre-Register Event, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Post-Register Event, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Done Registering updateATMContactEvent and updateDocumentcontactEvent., Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Plugin Event is firing for Entity: card_contactdetails, Message: Update 20, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
NCACheck is firing for Entity: card_contactdetails, Message: Update, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Pre-Check for InputParameter Target, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Getting InputParameter Target, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
atmContact atmContact iscard_contactdetails, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
atmcontact iscard_contactdetails, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Getting ssn, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Getting Field card_socialsecuritynumber, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Value from Target: , Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Checking for PreImage, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Getting card_socialsecuritynumber from PreImage, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Value from PreImage: XXX-XX-9990, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
card_socialsecuritynumber Value: XXX-XX-9990, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Value from Target: XXX-XX-9990, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
Base Plugin Exiting firePluginRegisteredEvents for NCACheck, Correlation Id: 2c231e81-aa86-4124-aebc-5f35bf048481, Initiating User: 5d2da0ca-5e7e-e211-98fa-0050568e7d89
</TraceText>
</OrganizationServiceFault>
at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Update(Entity entity, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode)
at Microsoft.Crm.Extensibility.InprocessServiceProxy.UpdateCore(Entity entity)
at Microsoft.Crm.Workflow.Services.UpdateActivityService.<>c__DisplayClass1.<UpdateInternal>b__0(IOrganizationService sdkService)
at Microsoft.Crm.Workflow.Services.ActivityServiceBase.ExecuteInTransactedContext(ActivityDelegate activityDelegate)
at Microsoft.Crm.Workflow.Services.UpdateActivityService.UpdateInternal(Entity entity, String stepId)
at Microsoft.Crm.Workflow.Services.UpdateActivityService.ExecuteInternal(ActivityContext executionContext, UpdateEntity updateEntity)
at Microsoft.Crm.Workflow.Services.UpdateActivityService.Execute(ActivityContext executionContext, UpdateEntity updateEntity)
at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)
at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)

Hi,

As I read it should be supported to run CRM 2011 client in Office 2016 since we are on UR 18.

CRM client is working partially, I can navigate to records and do mail merging for example. But configuration wizard won't open, nothing happens. I turned on tracing for outlook client and I get the following at the end of a trace:
>Could not find outlook.exe path from MSI component information: 1607.

I see some posts from people not being able to install the client at all with this error, but no good answer. We are running 32 bit versions of both, Outlook and CRM client, in case someone suspects that...

Thanks in advance