Hi All,
I am using CRM 2013 on mobile(only Apple safari) browser , got strange error.
When I used mobile network, All lookups are not loading,throwing error.But once I used wifi its working fine. Anyone having any idea?
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error getting in lookup on safari browser
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Cannot Delete Opportunities
I had the same problem where the sales stages of opportunities disappeared after upgrading to CRM 2016.
I deactiviated the opportunity business process and reactivated it. The stages came back.
The only problem now is that for the opportunities that were already there before when I try to change the sales stage an error message comes up saying:
Record Is Unavailable
The requested record was not found or you do not have sufficient permissions to view it. If you contact support, please provide the technical details.
I am however a system administrator although not the person who installed CRM. I cannot move to a new sales stage in opportunities and when I try to delete the opportunity the same message comes up.
When I create a NEW opportunity however, after the deactivation and reactivation of the business process, there is no problem moving the sales stage on these new opportunities or deleting them. It is just on the old ones that I can neither delete them or move the sales stages. I can close them and do other things though like change dates etc...
Puzzle... Any ideas?
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dynamics crm 2016 does not send any email
I have configured, tested and approveed my server profile and email boxes,
but when I create a email activity and click on send email , i can not see any email in the email of the client that was sent the email activity,,,
I'm not getting any email from Dymanics, also I'v checked my junk folder and nothing
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Could not load file or assembly "Microsoft.Windows.Design.Host"
Hi all,
I'm trying to make Visual Studio 2012 work with CRM Developer Tools. Basically, the problem is that, when I create a new CRM Packet and try to connect to the target Organization, I use to get the following error:
I did an investigation about this error and I found that I need to enable Microsoft Identity Foundation and Modify Denev.Exe to add the following lines:
<dependentAssembly>
<assemblyIdentity name="Microsoft.Windows.Design.Host" publicKeyToken="b03f5f7f11d50a3a" culture="neutral" />
<bindingRedirect oldVersion="4.0.0.0-4.1.0.0" newVersion="4.2.0.0" />
</dependentAssembly>
However, after doing this I keep getting the same error. Before installing VS 12 I installed VS 15 but since there's no "Offical" way to install CRM developer tools for this version I had to install the 2012.
CRM Developer tools 2012 and Microsoft.CrmDeveloperTools are installed. I tried to install it in VS 2013 but I get the same error...
Any workarounds?
Thanks in advance.
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Security Roles - MS CRM 2016 Online
Hey,
I want like to know, Say Person "A" creates a records in the lead entity and belongs team "multiple team", and he must be able to view the records he created and as well as the records of his team members and he should not able to view the records of other teams and other users where is not belongs too.
Need an your suggestions!
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Migration CRM 2011 to CRM 2013 failed
Hi folks,
I am trying to update MS CRM from 2011 to 2013. I installed Update Rollup 18 for 2011 at first. After that installed MS CRM 2013 and tried to import the organization. I get an error message that the Database is not consistent and so I can't proceed. I run check DB on the MS Management Console but there I get no error on the database.
How can I fix this error ? Any ideas?
Thanks for your help,
BR Martin
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Creating a Purchase Order Reference
Does anyone know how I could create a unique Purchase Order Reference for the Invoice forms within my
Dynamics CRM Online 2016 instance?
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I need to know setting for users to Read Only in CRM Online
I have a dynamic CRM online instance that I need migrating to some of our on-premise servers. I want to make all users read-only before I migrate to on-premise in case I need to roll back. Is there an easy way to switch between read-only and the existing permissions for all users?
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Portal base search is not working
I did deployment of knowledge articles in Dynamics crm
I’ve published some articles in several languages, I can read them on the portal
When I try searching the articles using the search bar, no article is found.
What could be the issue?
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SDK.Metadata.js for retrieving option set text for CRM 2013
Hi,
I am using SDK.Metadata.js for retrieving option set text for CRM 2011 and it is working fine as find below screen shot. but I want to upgrade to CRM 2013 how I can get SDK.Metadata.js for 2013.
I downloaded sdk Microsoft Dynamics CRM 2013 Software Development Kit (SDK)
Contains the complete software development kit for Microsoft Dynamics CRM 2013 updated for Service Pack 1 Update Rollup 1 (on-premises). You can also choose to download the User Interface Integration (UII) SDK.
But I am not able to find SDK.Metadata.js
where I can find SDK.Metadata.js for CRM 2013 Please give me the complete path and site
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Can we create follow up thread on emails sent
Hi want to create new follow up thread upon new email we sent to the lead registered , once lead open that email. Is it possible?
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Disable search from records while adding new record
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Workflow wait condition scenario
Hi, we have a custom entity which is linked through subgrid in Account entity. There are two date fields X and Y in my custom entity.
- So when the user enters date in X now that my workflow should trigger after 5 minutes and should check for date in Y.If there is a date in Y field then workflow should stop.
- If there is no date, then it should send an email and after 10 min it should check for date, if not it shouls send an email. In the similar way it should check for 15 min and 20 min. (If there is date workflow should stop, This is some what like generating a remainder until we have a date in Y field)
Any help with screen shots and steps is highly appreciated.
Thanks
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Exception retrieving custom activity info - Object reference not set to an instance of an object
After installation of December 2016 Update for Dynamics 365 I cannot edit Workflows. I'm getting following error when I try to open Draft workflow:
Error Details:
Exception retrieving custom activity info - Object reference not set to an instance of an object.
Full Stack:
[CrmException: Exception retrieving custom activity info - Object reference not set to an instance of an object.] at Microsoft.Crm.Workflow.ObjectModel.CustomActivityInfoMetadataBase.GetCustomActivityInfo(ActivityInfo activityInfo, Int32 isolationMode) at Microsoft.Crm.Workflow.ObjectModel.CustomActivityInfoMetadataBase.GetCustomActivityInfo(Guid pluginTypeId) at Microsoft.Crm.Web.Sfa.WorkflowDetailPage.ConfigureCustomActivityStepMenu(CommandBarPopup addStepButton) at Microsoft.Crm.Web.Sfa.WorkflowDetailPage.BuildStepMenu() at Microsoft.Crm.Web.Sfa.WorkflowDetailPage.ConfigureWorkflowStepMenu() at Microsoft.Crm.Web.Sfa.WorkflowDetailPage.ConfigureMenus() at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e) at Microsoft.Crm.Application.Controls.PageManager.OnPreRender(EventArgs e) at System.Web.UI.Control.PreRenderRecursiveInternal() 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)
Other Message:
Error Number:
0x8004501D
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Field Service: Work Order Incident - Name field
Why is it that if you create a new Work Order Incident, enter a Name, than associate an Incident Type (mandatory), your entered Name gets overridden without warning by the Name of the associated Incident Type? But if you reopen the created WO Incident record and edit the Name your change is kept?
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Workflow to send email if lead does not become a opportunity
I need to know which are the steps and conditions to create a workflow that when I have new lead sent a email but if passed two days not new opportunity from this lead then send a second email...
Exactly what is the conditions to know if i got a opportunity from a lead ???
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Error while re-import on custom entity
Dear Experts,
I have a custom entity called "department" which has a lookup field on another custom entity called "BUDGET". I have all the budget records in place. I need to mention the appropriate budget for the department for which I exported all the department names for re-import and entered the correct budget names on the xml files. But when I try to import this back I am getting "Lookup reference not found" error on budget lookup field of department during the transform phase. But if I manually try to enter the budget by opening the department record, it resolves. Once thing I noticed as a difference though is that when I type in the full name of the budget record on the lookup field and press tab for a split second it says the error "You must specify a value" (as if I entered an non existing record) but it immediately resolves and the error goes away.
This is how my two custom entities looks like.
Entity (Department):
Department Name (Primary Key)
Budget (Lookup)
Entity (Budget):
Budget Name (Primary Key)
Budget Amount
Budget Consumed
Error Log during re-import
When tried to enter the department name manually (this appears for a split second, normally this comes when we partially enter a name, but here I entered the full name and it does exist.)
and then resolves:
any help appreciated.
Regards
AbD
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Where can I log for a Dynamics CRM online 2016 CRM Technical Support?
Whenever I log for a service request from my O365 for a Dynamics CRM inquiry I am always directed to the O365 support team.
We're planning for a CRM upgrade to Dynamics 365.
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Limit and numbering of Stage Categories in Sales Pipeline chart
- Is there a limitation on the number of stages displayed in the Sales Pipeline chart in Dynamics365 / Dynamics CRM Online? We have a business process flow that has more than 10 stages, but the Sales Pipeline chart only displays the first 10. Is there a way to increase the number of pipeline phases displayed in the chart? (Note that the stages of the BPF have been matched correctly to the Stage Category global option set).
- When the numerical prefix is added to the pipeline phase name (by the system workflow which can't be edited), they are labelled as shown below:
1-Stage One
2-Stage Two
3-Stage Three
...
10-Stage Ten
11-Stage Eleven,
The result is that out-of-the-box Sales Pipeline chart puts stages 10, 11, 12 etc above stage one (as shown in the chart below), but they should be further down the chart because they are further into the Business Process Flow. Is this something that can be resolved by configuration?![]()
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"New" record doesn't inherit client name from previous record.
Using CRM 2013 on premise we have a custom entity "Client" that we can create "case notes" for.
From the client record, if I create a case note it automatically populates the lookup with the client name - as we want it to. However, from within that case note (having saved it) if the 'New' button is clicked the new case note record that is loaded does not have the client name in the lookup. It forces us to do a 'Save&Close' & then click the 'Add new case note record' button, or to search for the client name in the lookup.
We were previously using CRM 4 which did inherit the client name when you clicked 'New' from within a case note.
Is there a way that I can set up CRM 2013 so that it behaves the way CRM 4 did ?
Thanks in anticipation.
Kind regards, Doug.
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