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Not able to re-enable disable user in CRM online

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Greetings - 

We are using CRM online through Dynamics 365.  I have a disabled user that I want to re-enable.    Thought it would be simple but after checking his record, I'm not finding the Enable button in the action toolbar - or even the toolbar itself    There's a tool bar with many things, but nothing about enable/disable.   

Any help would be appreciated...


Alternate keys

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Hi.

I am thinking of defining alternate keys for my CRM entities, where I import data from our DWH to prevent creation of potential duplicates in CRM.

But for some entities I have imported data, where such an alternate key would exist, but also have records entered by users where the alternate key would be null.

I didn't find in the documentation, weither alternate keys are allowed to be null and weither multiple records with an alternate key of null can be created.

Any feedback would be appreciated.

thx Thomas

Workaround for Too Many Calculated Fields in Query

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I have multiple calculated fields I am using on a form for our Quote entity.  I want these fields included in a printed quote template, but I get the message that there are Too Many Calculated Fields in Query when I try to add them to an excel template.

I thought I could work around the issue by creating another field and populating it with the value of the calculated field.  I've tried populating the new field with a business rule and a workflow, but neither works. 

My calculated fields are currency and my new field is also currency.  Is it possible to take the value from a calculated field and populate another field on the same form?  How would you do it?

Many thanks!

Generate certificate from online environment

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Hi Everyone,

For a plugin, that needs to communicate with an external web service, I need a certificate from the crm online environment. Does anyone had generated this certificate before? (I attached an example).


Thank you

Dynamics 365 - Render JSON data in javascript grid

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Hello All,

I am trying to render values to  jsGrid grid and because of some reason it is not displaying any values on the grid.  I am getting the response on this line alert(data.length + " Contact record(s) retrieved.");  with 50 rows. 

Can someone please provide me steps for rendering the data? 

 

$(function() {

$("#jsGrid").jsGrid({
height: "70%",
width: "100%",
paging: true,
pageSize: 15,
pageButtonCount: 5,
pagerContainer: "#externalPager",
pagerFormat: "current page: {pageIndex}    {first} {prev} {pages} {next} {last}    total pages: {pageCount} total items: {itemCount}",
pagePrevText: "<",
pageNextText: ">",
pageFirstText: "<<",
pageLastText: ">>",
pageNavigatorNextText: "&#8230;",
pageNavigatorPrevText: "&#8230;",
data: retrieveMultiple("ContactSet", null, SearchCompleted, null),
fields: [
{ name: "FirstName", type: "text", width: 150 },
{ name: "LastName", type: "text", width: 50 }
]
});

});


function SearchCompleted(data, textStatus, XmlHttpRequest)
{
if (data && data.length > 0)
{
for (var i = 0; i < data.length; i++)
{

}
alert(data.length + " Contact record(s) retrieved.");
}
else
{
alert("No Contact record(s) retrieved.");
}
}

How to find contacts for a given opportunity using REST Web API

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I created a new opportunity - let's say "Fred Sanford Salvage" and I added contact "Fred Sanford" as the opportunity contact and contact "Lamont Sanford" as one of the stakeholders on this deal.

Using the RESTful Web API requests how can I find these 2 contacts associated with this opportunity?

I apologize if this has been asked before.  I tried searching and could not find an appropriate answer.

Thanks in advance.

"Access is denied" when sending an email from CRM 2016 on-premise

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Hi there,

we have a 2015 CRM On-Premise that sends out emails just fine.

We have a 2016 version of the same organization that we created.

When I create an email activity, fill it out and click Send, first I get the box telling me "your changes have not been saved" (??)

When I click Cancel, I get "Access is denied", and when i download the log file it complains that you "Cannot update parties unless email is in draft status."

(Sometimes it complains about the subject/description...)

If I click OK, it sends out the email....

Any ideas why this is happening?

I have tried it with the infamous "use legacy form rendering" set to yes and no - same behaviour.

Any assistance appreciated.

Thanks, Kevin

Unable to delete custom entity

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We have a custom entity that is no longer in use and would like to delete it. We have performed the following steps including exporting the data in case the user needs it. However I can not delete the entity after all the below steps have been completed. Any assistance would be appreciated.

1. Remove ENTITY Navigation from all Forms .
2. Delete ENTITY records
3. Remove busines required from fields
4. Delete all fields from the form except name.
5. Delete business rule
6. Delete custom view
7. Change all remaining views to name only.
8. Remove Custom Mappings
9. Remove Custom Relationships
12. Remove ENTITY from all menus and deselect any options.
13. Delete all Custom Fields
14. Delete Javascript ties
15. Remove Security roles from forms.

ERROR in eventviewer: MSCRMPlatform Event ID 24065

Exception information:

Exception type: SoapException

Exception message: System.Data.SqlClient.SqlException (0x80131904): The DELETE statement conflicted with the SAME TABLE REFERENCE constraint "solutioncomponent_parent_solutioncomponent". The conflict occurred in database "ORG_MSCRM", table "dbo.SolutionComponentBase", column 'RootSolutionComponentId'.

The statement has been terminated.

at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction)

at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)

at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady)

at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString)

at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async, Int32 timeout, Task& task, Boolean asyncWrite, SqlDataReader ds, Boolean describeParameterEncryptionRequest)

at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, TaskCompletionSource`1 completion, Int32 timeout, Task& task, Boolean asyncWrite)

at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(TaskCompletionSource`1 completion, String methodName, Boolean sendToPipe, Int32 timeout, Boolean asyncWrite)

at System.Data.SqlClient.SqlCommand.ExecuteNonQuery()

at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command)

at Microsoft.Crm.CrmDbConnection.InternalExecuteNonQuery(IDbCommand command, Boolean capturePerfTrace)

at Microsoft.Crm.BusinessEntities.BusinessProcessObject.ExecuteNonQuery(IDbCommand command, ISqlExecutionContext context)

at Microsoft.Crm.ObjectModel.SolutionComponentService.DeleteFromAllSolutions(SolutionComponentMoniker moniker, Boolean skipProtected, ExecutionContext context)

at Microsoft.Crm.Metadata.EntityService.Delete(Guid entityId, MetadataHelper metadataHelper, Boolean suppressSecurityCacheFlush, ExecutionContext context)

at Microsoft.Crm.Metadata.EntityService.Delete(Guid entityId, ExecutionContext context)

at Microsoft.Crm.Metadata.EntityService.Delete(Guid entityId, Guid solutionId)

at Microsoft.Crm.Application.WebServices.SystemCustomization.EntityDelete.Execute(Guid solutionId, Guid entityId)

at Microsoft.Crm.Application.WebServices.SystemCustomization.SystemCustomization.DeleteEntity(Guid entityId)

ClientConnectionId:da52e3bd-3d5e-40f7-abe4-b4782d624593

Error Number:547,State:0,Class:16

at Microsoft.Crm.Dialogs.DeleteDialogPage.ConfigureForm()

at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e)

at System.Web.UI.Control.PreRenderRecursiveInternal()

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

 

The DELETE statement conflicted with the SAME TABLE REFERENCE constraint "solutioncomponent_parent_solutioncomponent". The conflict occurred in database "ORG_MSCRM", table "dbo.SolutionComponentBase", column 'RootSolutionComponentId'.

The statement has been terminated.

at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction)

at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)

at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady)

at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString)

at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async, Int32 timeout, Task& task, Boolean asyncWrite, SqlDataReader ds, Boolean describeParameterEncryptionRequest)

at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, TaskCompletionSource`1 completion, Int32 timeout, Task& task, Boolean asyncWrite)

at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(TaskCompletionSource`1 completion, String methodName, Boolean sendToPipe, Int32 timeout, Boolean asyncWrite)

at System.Data.SqlClient.SqlCommand.ExecuteNonQuery()

at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command)

at Microsoft.Crm.CrmDbConnection.InternalExecuteNonQuery(IDbCommand command, Boolean capturePerfTrace)

at Microsoft.Crm.BusinessEntities.BusinessProcessObject.ExecuteNonQuery(IDbCommand command, ISqlExecutionContext context)

at Microsoft.Crm.ObjectModel.SolutionComponentService.DeleteFromAllSolutions(SolutionComponentMoniker moniker, Boolean skipProtected, ExecutionContext context)

at Microsoft.Crm.Metadata.EntityService.Delete(Guid entityId, MetadataHelper metadataHelper, Boolean suppressSecurityCacheFlush, ExecutionContext context)

at Microsoft.Crm.Metadata.EntityService.Delete(Guid entityId, ExecutionContext context)

at Microsoft.Crm.Metadata.EntityService.Delete(Guid entityId, Guid solutionId)

at Microsoft.Crm.Application.WebServices.SystemCustomization.EntityDelete.Execute(Guid solutionId, Guid entityId)

at Microsoft.Crm.Application.WebServices.SystemCustomization.SystemCustomization.DeleteEntity(Guid entityId)


Administrator getting errors while creating a new entity

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Hello.

Using Dynamics CRM 365 version 8.2.0.479 as Administrator. When I try to create a new entity, receive this error:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Principal user (Id=a518bd7e-14f5-e611-80c6-000c295df281, type=8) is missing prvReadCustomControlDefaultConfig privilege (Id=be7b8465-2a89-467f-b11a-982bd429eff4)Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>09808f97-9909-4bff-a8d6-87edb2121238</ActivityId>
<ErrorCode>-2147220960</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>Principal user (Id=a518bd7e-14f5-e611-80c6-000c295df281, type=8) is missing prvReadCustomControlDefaultConfig privilege (Id=be7b8465-2a89-467f-b11a-982bd429eff4)</Message>
<Timestamp>2017-03-01T20:48:19.878414Z</Timestamp>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>

How can I solve it?

Best regards.

How to auto-populate the lookup field depends on the selected- lookup

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I try using the workflow but it need to save the transaction before it populate, I try mapping it but doesn't work.

So I have a 3 Entities Expense,Vendor,Transaction.

In Vendor Entity I have a field of Vendor Name and a lookup field for Expense Category(Expense Entity).

In Transaction Entity I have a lookup for Vendor name and Expense Category, so when I select a vendor name in the lookup it will populate the lookup of expense category.

I already used the filter, yes it show the expense category depends on the vendor name selected, but the problem in there is I need to click the lookup field of expense tracker to show the value. I want is it will auto fill the lookup field without clicking it. Thank you

Entity Form not moving to the next step

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Hi

I'm using the Custom Portal with a Dyn 365 instance. I've created a new web page, and associated that with a brand new entity form that's using a CRM form from a custom entity.

On the portal, I checked the box to Auto Generate Steps from tabs of the CRM form. The form has 4 tabs.

It works fne for the first and second tab, meaning that the first tab loads on the web page, and when I click next, it moves to the second tab. However, from there, even though I hit next, it's that same second tab with the data that keeps coming back.

I've emptied the cache, resarted the portal a couple of times, published customizations...  I don't know where to look for anymore!

Any thoughts?

Thanks!

Storage Space Increasing Rapidly - Possible reasons?

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Hello,

Recently, our CRM storage space has been increasing rapidly (it went up by over 3% in just 8 hours, for example) - prior to a couple of days ago this was not happening. We've checked the usual causes (audit logs, email attachments, note attachments, undeleted system jobs, undeleted trace logs, etc.) and all are clear. In fact, we regularly monitor these things in order to keep our storage down. 

We also have not added large numbers of new contacts, emails, or other information to the system. Aside from the usual items above, are there any other areas that we can check to see how this storage space is being used?

Thanks!

Bryan

Does anyone have any MB2-714 CRM-2016 Customer Service exam dumps?

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Does anyone have any MB2-714 - CRM 2016 Customer Service dumps as I have exams next week and I need to pass for sake of my job

help!! I can't stop plugin profiling on dynamic 365

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Last year, we updated from dynamic 2016 to dynamic 365.  I use the plugin registration tool to start profiling my plugin ,but I can't stop it . I try to uninstall the plugin or the profiler ,with the error message like:

 Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version= 8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Generic SQL error. 
Is there a way to force to stop it?

Copy Production Instance to Sandbox when Sandbox is on a newer release

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Hi- I've upgraded our Sandbox recently and am running into all sorts of issues, including the notorious business workflow problem that Microsoft keeps telling me they will fix soon.  Since there are problems, I have yet to upgrade Production to the newest release.  I'm considering copying Production and overwriting the Sandbox instance (full copy).  Can I do this even though Sandbox is currently on a newer version of Dynamics?

Thanks!


Error when retrieve an empty money data type

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I keep getting an error says "The given key was not present in the dictionary" when trying to retrieve a record with empty money field. 

decimal estRevBase = ((Money)cloudent["estimatedvalue"]).Value;

Above code is succes when the money field is not empty. But when money field is empty, 
it's returning an error.

I tried using 

decimal ?

and Convert the decimal to string, to check wether the estrevbase is null or not.

decimal estRevBase = ((Money)cloudent["estimatedvalue"]).Value;
string des = estRevBase.ToString();
if (!string.IsNullOrEmpty(des))
    {
      estRev = Convert.ToDecimal(des);
    }
    else
    {
     estRev = 0 ;
    }

Still no luck :(

Fetch XML Code not working suddenly for all the lookups used in CRM 4.0

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Hello All !

We have used FetchXML to retrieve records in a lookup based on the parent lookup record. For example, we have three fields Country, State and District. whatever im choosing on country lookup, the chosen country's state only should come up in the state lookup. But, state lookup fetching all the states irrespective of chosen country. The actual process was worked fine before, but suddenly the fetchXML is not working now.

The same thing happening for all the lookups where we written fetchXML code. Pls Let me know if any body have solutions.

It is CRM 4.0. I'm 100% sure my code is correct because it is worked code before.

Globally Define Error Reporting

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Hi,

I'm using CRM 2016 on-premise and it is missing the option to specify error notification preferences on behalf of users. I would like to define this globally as it isn't practical to login to each account and change it via personal settings. Configuring it via XrmToolBox, will only apply to existing users. Does anyone a solution in mind?

My objective is to disable the Microsoft error report prompt for all, as well as new users. Thanks

Calculated field in CRM 2009 On-Prem

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Hello, 

One of my customer using Dynamics CRM 2009 On-Prem. Now, Few calculated fields to be added to get profit value. 

Can this is possible in CRM 2009. 

Thanks,

Ashish Rana 

Change Manager based on business unit in workflow

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I have 4 business unit each business unit have manager and user role.

 i have created one single  workflow need to assign manager based on different  business unit it possible in dynamic .Here i have hard code  one manager but need to change based on business unit.

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