I cannot find a way to create a rollup field with a count of notes on a Case.  There seems to be other similar entities/types (Activities, Appointments, Tasks, Emails, Faxes, Letters, etc) that can easily be counted in a rollup but not Notes. Does anyone know why this is? 

I'm Struggling to Export a Default Solution so that I can use it in a different instance.

Hi All

I am trying to map some updated fields from Leads to Opportunities. I am attempting to add new Mappings to the OOTB lead ->opportunity 1:N. I can select New, then add the fields I want to map and click Ok, I get no error messages or anything but the new mapping does not appear.

Any idea what might be going on or how I can get around this?

Thanks

Paul 

I have an issue with my business process flow from Opp to Quote:

- Once I create a quote, it doesnt show.

- If from the opportunity I click "Next Stage" and select the quote, it then shows the BPF on the quote.

- If I click the quote on the subgrid, it still doesn't show.

Can anybody tell me why it doesn't show once I create the Quote originally?

Hello,

I have been pulling my hair out over last week trying to resolve this issue. After configuring IFD on dynamics 365 server on premise. I am able to log in via browser with no issue, but when i use sdk, particularly CrmServiceClient to connect i get the following error. ID3242: The security token could not be authenticated or authorized. I am sure the username and password are correct, i have  tried with multiple different users and different username formatting (domain\user , user, user@domain.com) all resulting in same error. login test provided the following:

======================================================================================================================

Source	: System.ServiceModel
Method	: ReadResponse
Date	: 8/15/2017
Time	: 8:28:52 AM
Error	: ID3242: The security token could not be authenticated or authorized.
Stack Trace	: at System.ServiceModel.Security.WSTrustChannel.ReadResponse(Message response)
   at System.ServiceModel.Security.WSTrustChannel.Issue(RequestSecurityToken rst, RequestSecurityTokenResponse& rstr)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Issue(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateInternal(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateFederationInternal(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Authenticate(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceConfiguration.Authenticate(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.ClaimsIFDFailOverAuth[T](IServiceManagement`1 servicecfg, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, Int32 depthLevel, Boolean tryNetworkCred)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.CreateAndAuthenticateProxy[T](IServiceManagement`1 servicecfg, Uri ServiceUri, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, String LogString)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, ClientCredentials clientCredentials, ClientCredentials deviceCredentials)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)
   at Microsoft.Xrm.Tooling.Connector.CrmServiceClient.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)
   at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)
======================================================================================================================

Source	: System.ServiceModel
Method	: ReadResponse
Date	: 8/15/2017
Time	: 8:29:19 AM
Error	: ID3242: The security token could not be authenticated or authorized.
Stack Trace	: at System.ServiceModel.Security.WSTrustChannel.ReadResponse(Message response)
   at System.ServiceModel.Security.WSTrustChannel.Issue(RequestSecurityToken rst, RequestSecurityTokenResponse& rstr)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Issue(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateInternal(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateFederationInternal(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Authenticate(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceConfiguration.Authenticate(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.ClaimsIFDFailOverAuth[T](IServiceManagement`1 servicecfg, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, Int32 depthLevel, Boolean tryNetworkCred)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.CreateAndAuthenticateProxy[T](IServiceManagement`1 servicecfg, Uri ServiceUri, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, String LogString)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, ClientCredentials clientCredentials, ClientCredentials deviceCredentials)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)
   at Microsoft.Xrm.Tooling.Connector.CrmServiceClient.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)
   at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)
======================================================================================================================

Source	: mscorlib
Method	: HandleReturnMessage
Date	: 8/15/2017
Time	: 8:31:26 AM
Error	: An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.
Stack Trace	: Server stack trace:
   at System.ServiceModel.Channels.SecurityChannelFactory`1.SecurityRequestChannel.ProcessReply(Message reply, SecurityProtocolCorrelationState correlationState, TimeSpan timeout)
   at System.ServiceModel.Channels.SecurityChannelFactory`1.SecurityRequestChannel.Request(Message message, TimeSpan timeout)
   at System.ServiceModel.Dispatcher.RequestChannelBinder.Request(Message message, TimeSpan timeout)
   at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)
   at System.ServiceModel.Channels.ServiceChannelProxy.InvokeService(IMethodCallMessage methodCall, ProxyOperationRuntime operation)
   at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(IMessage message)

Exception rethrown at [0]:
   at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg)
   at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type)
   at Microsoft.Xrm.Sdk.Discovery.IDiscoveryService.Execute(DiscoveryRequest request)
   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceProxy.Execute(DiscoveryRequest request)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, ClientCredentials clientCredentials, ClientCredentials deviceCredentials)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)
   at Microsoft.Xrm.Tooling.Connector.CrmServiceClient.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)
   at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)
======================================================================================================================
Inner Exception Level 1	:
Source	: Not Provided
Method	: Not Provided
Date	: 8/15/2017
Time	: 8:31:26 AM
Error	: At least one security token in the message could not be validated.
Stack Trace	: Not Provided
======================================================================================================================

======================================================================================================================
Source: System.ServiceModelMethod: ReadResponseDate: 8/15/2017Time: 8:28:52 AMError: ID3242: The security token could not be authenticated or authorized.Stack Trace: at System.ServiceModel.Security.WSTrustChannel.ReadResponse(Message response)   at System.ServiceModel.Security.WSTrustChannel.Issue(RequestSecurityToken rst, RequestSecurityTokenResponse& rstr)   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Issue(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateInternal(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateFederationInternal(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Authenticate(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceConfiguration.Authenticate(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.ClaimsIFDFailOverAuth[T](IServiceManagement`1 servicecfg, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, Int32 depthLevel, Boolean tryNetworkCred)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.CreateAndAuthenticateProxy[T](IServiceManagement`1 servicecfg, Uri ServiceUri, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, String LogString)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, ClientCredentials clientCredentials, ClientCredentials deviceCredentials)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)   at Microsoft.Xrm.Tooling.Connector.CrmServiceClient.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)   at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)======================================================================================================================
Source: System.ServiceModelMethod: ReadResponseDate: 8/15/2017Time: 8:29:19 AMError: ID3242: The security token could not be authenticated or authorized.Stack Trace: at System.ServiceModel.Security.WSTrustChannel.ReadResponse(Message response)   at System.ServiceModel.Security.WSTrustChannel.Issue(RequestSecurityToken rst, RequestSecurityTokenResponse& rstr)   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Issue(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateInternal(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateFederationInternal(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Authenticate(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceConfiguration.Authenticate(AuthenticationCredentials authenticationCredentials)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.ClaimsIFDFailOverAuth[T](IServiceManagement`1 servicecfg, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, Int32 depthLevel, Boolean tryNetworkCred)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.CreateAndAuthenticateProxy[T](IServiceManagement`1 servicecfg, Uri ServiceUri, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, String LogString)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, ClientCredentials clientCredentials, ClientCredentials deviceCredentials)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)   at Microsoft.Xrm.Tooling.Connector.CrmServiceClient.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)   at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)======================================================================================================================
Source: mscorlibMethod: HandleReturnMessageDate: 8/15/2017Time: 8:31:26 AMError: An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.Stack Trace: Server stack trace:    at System.ServiceModel.Channels.SecurityChannelFactory`1.SecurityRequestChannel.ProcessReply(Message reply, SecurityProtocolCorrelationState correlationState, TimeSpan timeout)   at System.ServiceModel.Channels.SecurityChannelFactory`1.SecurityRequestChannel.Request(Message message, TimeSpan timeout)   at System.ServiceModel.Dispatcher.RequestChannelBinder.Request(Message message, TimeSpan timeout)   at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)   at System.ServiceModel.Channels.ServiceChannelProxy.InvokeService(IMethodCallMessage methodCall, ProxyOperationRuntime operation)   at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(IMessage message)
Exception rethrown at [0]:    at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg)   at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type)   at Microsoft.Xrm.Sdk.Discovery.IDiscoveryService.Execute(DiscoveryRequest request)   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceProxy.Execute(DiscoveryRequest request)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, ClientCredentials clientCredentials, ClientCredentials deviceCredentials)   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)   at Microsoft.Xrm.Tooling.Connector.CrmServiceClient.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)   at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)======================================================================================================================Inner Exception Level 1: Source: Not ProvidedMethod: Not ProvidedDate: 8/15/2017Time: 8:31:26 AMError: At least one security token in the message could not be validated.Stack Trace: Not Provided======================================================================================================================

I am still learning CRM development and l have been stuck on connecting a CRM package created in visual studio to crm onpremises, l always connect to online. l have tried to google but l can't seem to find an answer would any please help with a brief explanation of how to connect. Explaining the fields required like where do you get the server name, l assumed port you get it from url. (My apologies if this is a bit silly to ask but l just got username and password and loginurl and do not have access to the deployment manager or knowledge of the hosting and my knowledge in onpremises crm is very shallow still to learn more.refer to pic below

Hi 

I created a Calculated field using Diffindays to calculate Age based on Today and dob field.

'DiffInDays(cat_dateofbirth, Now()) / 365'

The issue I have it does not take into consideration leap years. Is there anything I could add to the formula to make this work?

Or any code that does the job?

Thanks

Hello,

I have been pulling my hair out over last week trying to resolve this issue. After configuring IFD on dynamics 365 server on premise. I am able to log in via browser with no issue, but when i use sdk, particularly CrmServiceClient to connect i get the following error. ID3242: The security token could not be authenticated or authorized. I am sure the username and password are correct, i have  tried with multiple different users and different username formatting (domain\user , user, user@domain.com) all resulting in same error.  I am able to login using the login login test however and got the following output:

Microsoft.Xrm.Tooling.CrmConnectControl Information: 8 : Created CrmConnectionManager
Microsoft.Xrm.Tooling.CrmConnectControl Information: 8 : CheckBoxState = False
Microsoft.Xrm.Tooling.CrmConnectControl Information: 8 : CheckBoxState = False
Microsoft.Xrm.Tooling.CrmConnectControl Information: 8 : Using CRM deployment type Prem
Microsoft.Xrm.Tooling.CrmConnectControl Information: 8 : SSL Connection = True
Microsoft.Xrm.Tooling.CrmConnectControl Information: 8 : Discovery URI is = cgecrm.cge-led.ca/.../Discovery.svc
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : DiscoverOrganizations - Initializing Discovery Server Object with cgecrm.cge-led.ca/.../Discovery.svc
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : DiscoverOrganizations - attempting to connect to CRM server @ cgecrm.cge-led.ca/.../Discovery.svc
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : DiscoverOrganizations - created CRM server proxy configuration for cgecrm.cge-led.ca/.../Discovery.svc - duration: 00:00:00.7184254
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : DiscoverOrganizations - proxy requiring authentication type : Federation
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : DiscoverOrganizations - Authenticated via Federation. Auth Elapsed:00:00:00.1253930
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : DiscoverOrganizations - service proxy created - total create duration: 00:00:00.8463114
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : DiscoverOrganizations - Discovery Server Get Orgs Call Complete - Elapsed:00:00:00.9008526
Microsoft.Xrm.Tooling.CrmConnectControl Information: 8 : Found 1 Org(s)
Microsoft.Xrm.Tooling.CrmConnectControl Verbose: 16 : DiscoveryServer indicated organization service location = cgecrm.cge-led.ca/.../Organization.svc
Microsoft.Xrm.Tooling.CrmConnectControl Information: 8 : Organization Service URI is = cgecrm.cge-led.ca/.../Organization.svc
Microsoft.Xrm.Tooling.CrmConnectControl Information: 8 : Validating connection to Microsoft Dynamics CRM...
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : Process is bypassed.. OrgDetail object was provided
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : DiscoveryServer indicated organization service location = cgecrm.cge-led.ca/.../Organization.svc
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : Organization Service URI is = cgecrm.cge-led.ca/.../Organization.svc
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : ConnectAndInitCrmOrgService - Initializing Organization Service Object
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : ConnectAndInitCrmOrgService - Requesting connection to Org with CRM Version: 8.2.1.176
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : ConnectAndInitCrmOrgService - Using ISerivceManagement
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : ConnectAndInitCrmOrgService - attempting to connect to CRM server @ cgecrm.cge-led.ca/.../Organization.svc
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : ConnectAndInitCrmOrgService - created CRM server proxy configuration for cgecrm.cge-led.ca/.../Organization.svc - duration: 00:00:00.2722966
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : ConnectAndInitCrmOrgService - proxy requiring authentication type : Federation
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : ConnectAndInitCrmOrgService - Authenticated via Federation. Auth Elapsed:00:00:00.0433442
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : ConnectAndInitCrmOrgService - service proxy created - total create duration: 00:00:00.3171417
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : ConnectAndInitCrmOrgService - Proxy created, total elapsed time: 00:00:00.3171417
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : Beginning Validation of CRM Connection
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : Validation of CRM Connection Complete, total duration: 00:00:00.1209141
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : New Batch Manager Created, Max #of Batches:50000, Max #of RequestsPerBatch:5000
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : Claims Connection Token Debug:
	SecurityToken is Not Null
	Current Time is: 08/15/2017 13:11:03 + 2 Min for ValidFrom Check Only
	Token ValidFrom is 08/15/2017 13:14:14, Is Valid = False
	Token ValidTo is 08/15/2017 14:14:14, Is Valid = True
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Warning: 4 : Claims Connection reset tripped
	SecurityToken is Not Null
	Start From is Valid False
	End At is Valid True
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Warning: 4 : Re-Authenticating due to expired token @ 08/15/2017 09:11:03
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Warning: 4 : Claims Connection reset tripped
	SecurityToken is Not Null
	Start From is Valid False
	End At is Valid True
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Warning: 4 : Re-Authenticating due to expired token @ 08/15/2017 09:11:04
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : Executed Command - RetrieveEntity : GetEntityMetadata : duration: 00:00:00.1852494

And i get the following when trying to connect with console application:

Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : Discovery URI is = cgecrm.cge-led.ca/.../Discovery.svc
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information: 8 : DiscoverOrganizations - Initializing Discovery Server Object with cgecrm.cge-led.ca/.../Discovery.svc
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : DiscoverOrganizations - attempting to connect to CRM server @ cgecrm.cge-led.ca/.../Discovery.svc'CRMSimpleConsole4.vshost.exe' (CLR v4.0.30319: CRMSimpleConsole4.vshost.exe): Loaded 'C:\WINDOWS\Microsoft.Net\assembly\GAC_32\System.Transactions\v4.0_4.0.0.0__b77a5c561934e089\System.Transactions.dll'. Skipped loading symbols. Module is optimized and the debugger option 'Just My Code' is enabled.'CRMSimpleConsole4.vshost.exe' (CLR v4.0.30319: CRMSimpleConsole4.vshost.exe): Loaded 'C:\WINDOWS\Microsoft.Net\assembly\GAC_MSIL\Microsoft.VisualStudio.Diagnostics.ServiceModelSink\v4.0_4.0.0.0__b03f5f7f11d50a3a\Microsoft.VisualStudio.Diagnostics.ServiceModelSink.dll'. Skipped loading symbols. Module is optimized and the debugger option 'Just My Code' is enabled.'CRMSimpleConsole4.vshost.exe' (CLR v4.0.30319: CRMSimpleConsole4.vshost.exe): Loaded 'C:\WINDOWS\Microsoft.Net\assembly\GAC_MSIL\System.ServiceModel.Channels\v4.0_4.0.0.0__31bf3856ad364e35\System.ServiceModel.Channels.dll'. Skipped loading symbols. Module is optimized and the debugger option 'Just My Code' is enabled.'CRMSimpleConsole4.vshost.exe' (CLR v4.0.30319: CRMSimpleConsole4.vshost.exe): Loaded 'C:\WINDOWS\Microsoft.Net\assembly\GAC_MSIL\System.Net.Http\v4.0_4.0.0.0__b03f5f7f11d50a3a\System.Net.Http.dll'. Skipped loading symbols. Module is optimized and the debugger option 'Just My Code' is enabled.
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : DiscoverOrganizations - created CRM server proxy configuration for cgecrm.cge-led.ca/.../Discovery.svc - duration: 00:00:01.6441543
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose: 16 : DiscoverOrganizations - proxy requiring authentication type : Federation'CRMSimpleConsole4.vshost.exe' (CLR v4.0.30319: CRMSimpleConsole4.vshost.exe): Loaded 'C:\WINDOWS\Microsoft.Net\assembly\GAC_MSIL\System.IdentityModel.Selectors\v4.0_4.0.0.0__b77a5c561934e089\System.IdentityModel.Selectors.dll'. Skipped loading symbols. Module is optimized and the debugger option 'Just My Code' is enabled.'CRMSimpleConsole4.vshost.exe' (CLR v4.0.30319: CRMSimpleConsole4.vshost.exe): Loaded 'C:\ApplicationDevelopment\CRMSimpleConsole4\CRMSimpleConsole4\bin\Debug\Microsoft.Xrm.Sdk.Deployment.dll'. Skipped loading symbols. Module is optimized and the debugger option 'Just My Code' is enabled.
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Error: 2 : Source	: System.ServiceModel
Method	: ReadResponse
Date	: 8/15/2017
Time	: 9:29:32 AM
Error	: ID3242: The security token could not be authenticated or authorized.
Stack Trace	: at System.ServiceModel.Security.WSTrustChannel.ReadResponse(Message response)
   at System.ServiceModel.Security.WSTrustChannel.Issue(RequestSecurityToken rst, RequestSecurityTokenResponse& rstr)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Issue(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateInternal(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateFederationInternal(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Authenticate(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceConfiguration.Authenticate(AuthenticationCredentials authenticationCredentials)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.ClaimsIFDFailOverAuth[T](IServiceManagement`1 servicecfg, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, Int32 depthLevel, Boolean tryNetworkCred)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.CreateAndAuthenticateProxy[T](IServiceManagement`1 servicecfg, Uri ServiceUri, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, String LogString)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, ClientCredentials clientCredentials, ClientCredentials deviceCredentials)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, NetworkCredential networkCredential)
   at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.InitCRM2011Service()
======================================================================================================================

Microsoft.Xrm.Tooling.Connector.CrmServiceClient Error: 2 : Unable to Login to Dynamics CRM

Our network is planned to be down after hours, and curious if this will impact the portal access?  It is just the network servers where CRM app/services would be running from.  The company websites (including the portal) would still be up.

Hi,

We've encountered an issue that I'm unsure how to resolve...

One of my colleagues created a new custom field in the Product entity - called 'category', in order to report on and group certain products by their type.

The same field has also been created in the Opportunity Product entity - again called 'category', that looks at the same coded list.

The products have all had categories assigned to them, but in their infinite wisdom, they didn't create a link / mapping between the field in Product and Opportunity product, so now when products are selected from the list in an Opportunity, the result is the Opportunity Product is created, but without a category, so it then cannot be reported on.

I'm fairly new to customising things, but I'm pretty sure that I need a 1:N relationship created between Product:Opportunity product so that it maps across and populates. The trouble is, I added one, published it, but it didn't seem to work and still it's created without a category.

Am I missing something obvious? Has anyone had a similar issue?

Thanks in advance,

Craig 

I have following requirement

Whenever a field changes in dynamics CRM, we need to notify an external system and based on this notification , external system does some job.

Is it feasible to send the entity object to external system as form of service or so when the field change occurred

Please suggest feasible approaches

Hi all

I'm working with the latest version of Dynamics 365 Online and seem to be unable to add multiple actions to a recommendation in a business rule. I've read a blog post that says you should be able to drag and drop from the Component menu on the right hand side into the Recommendation on the left, but this doesn't do anything.

Am I missing something or is this a bug? I've tried Chrome and IE.

Thanks!

Hi ,

I have a custom entity and I have an issue with "save" and "save&close" actions in the form of this entity.
At first there is a team who are uses this form and all of the team members do not face any problems with the form actions ,the form works fine with all of the team except four members of the team.
those four members have the following issue when they press
>save : the system does not appear that it saved the record or even does not show the saved record details to the user, so the user press save again and the system duplicate the record.
e.g. if the user press on save button with N number ,then the system will create N number of records with the same details.
>save&close : the same here the system will duplicate the record according to number of pressing "save&close" button in addition to the record form supposed to be closed but the system will not close the form.
Hint : all of the team members have the same security roles 

when one user change the owner the entity that has not permission assign to other "bussiness unit users" after saving show the error to the user, But the change of ownership is done. while the owner should not be changed.

Is it possible to have a portal contact that has permissions to assign web roles to other portal contacts?

Thanks

Hi.  We have Dynamics 365 Online and the Ribbon Workbench 2016.

What I am trying to do is to get the "Email a link" button on the list view for the KBArticles entity to work the same way it does for the list view of the Accounts entity.

By that I mean that for Accounts on the list view it is always visible and there is a drop down so you can email a link for the "Current View".  On KBArticles the "Email a link" is only visible when one or more Articles are selected and there is not a drop down for "Current View".

I sent Scott D an email about this but have not had any response so maybe he is on vacation and I need to get this issue resolved asap.

Any ideas as to what I need to do?

Thanks.

Rick Bellefond
RB Data Services
www.rbdata.com 

Hi, while working on a Dynamics CRM 2016 customization project, we created some custom entities. Now, we are working on setting up the security roles together with our customer's Security Managers (SecMgrs) who will be on charge of administering the CRM Security. Those SecMgrs have noticed that when they want to assign a security role (any) to any internal user, Dynamics CRM is claiming for missing permissions for them (SecMgrs) on our custom entities. An example of the error message they are seeing is this:

<Message>RoleService::VerifyCallerPrivileges failed. User: 48825915-e7d5-e611-80bd-5cb901c89690, PrivilegeName: prvReadmycustomentity, PrivilegeId: 527ef36d-d58a-4ea0-8a8b-8acc0f902476, Depth: Basic, BusinessUnitId: b1df201b-e0d5-e611-80bd-5cb901c896d0</Message>

What is the reason for this behavior? Is this a fault with our custom entities settings? Why do the SecMgrs need specific permissions on custom entities to assign any roles to users? If this is a normal functionality in Dynamics CRM, is there any official documentation from Microsoft to support it? 

I would appreciate your help and advise with this question. Thanks for your time reading this!!

Xavier

I want to create a retention rule to delete Orders when they have been in the system for one year. I consider to do this by a standard WF using wait condition or comparison on date fields.

However, as we will have a lot of Orders in CRM (Thousand's) I am not sure what will be the best most appropriate in terms of performance?

Any recommendations will be appreciated!

Thanks

Hi,

I have a sales campaign that will be running for 3 months.

I have a lookup to campaigns on the order entity, which makes it possible to link a specific sale to a campaign.

I also have a roll-up field on the campaign entity that sums up linked orders.

Is it possible to create a total goal for the entire campaign, with individual goals created for each sales person that will be working on the campaign? I only want to set the goals for sales to a specific campaign.

We have a group of users that need to edit a single field on the Account. Because there are hundreds of fields on the account I'm hesitant to enable field security on all the fields to handle situations like this as I'm concerned about the performance impact for not only that team but other teams in the organization.

In the past we have handled this via scripting to disable all fields but the fields necessary for the team/user/role. However, given the new capabilities of CRM (i.e. Views editable in Excel online) where users can edit records in various ways I feel that this solution is no longer acceptable.

What are your thoughts on the best ways to handle a situation like this?

Thanks,
David