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Self Referential Look-Up Field and Security

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Hello!

I am having a security issue.  Our company has a customization to create a second opportunity from an original opportunity if the original opportunity is lost.  This second opportunity lives in a parent BU that the owner of the original opportunity does not have access to.  Up until a few days ago, the relationship between these records looked like this:

A few days ago I implemented a customization that added a look-up from Opp 1 to Opp 2 (see diagram):

Today a report came in that the owner of Opp 1 can now access and edit Opp 2.  Was this an unintended result of the new look-up field?  The new relationship is defined as below:

If so, are there any changes that can be made to make Opp 2 secure again without deleting the relationship?


Error on SDK connection using Console Application

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Hi guys,

I have a "console application" that queries the CRM database and then inserts a row in a custom entity. But randomly it's throwing this error:

"System.ServiceModel.FaultException '1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Connection State is closed. Please open the connection before executing the command. <Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault>."

And I don't really know how to fix that, like having the connection always open or such a thing.

btw I'm using CRM Online 2013.

Regards,

Raúl

Add Solutions View to Dashboard

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Morning All,

I was hoping someone can help/point me in the right direction. We are currently using CRM 2013 online - Spring 2014 and I am looking to create a "Developer Dashboard" and within the dashboard have a view of the solutions.

However I can not seem to select Solutions entity within the "select list" for dashboard. The Solution entity is in my components for my solution and I have system admin access, so I can access solutions through the menu. However to speed things up I wanted to add it to a dashboard along side a number of other views.

Cheers

Graham

CRM Dynamics Mobile/Tablet App ...

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Hello!    Is the Calendar function in CRM Dynamics 2013 desktop able to be accessed/viewed on the mobile/tablet App?  Under customizations in CRM, i do not see where you can edit the specifics of 'Calendar' as you can the other Entities such as Accounts for example.... help please!!

 

Thank you,

 

CRM Online ErrorCode -2147220911

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Hi guys,

A user of the company tried to move (next stage button) a lead from one stage to another and got this error, has anybody got this error?

<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
	<s:Body>
		<s:Fault>
			<faultcode>s:Client</faultcode>
			<faultstring xml:lang="en-US">There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing.</faultstring>
			<detail>
				<OrganizationServiceFault xmlns="http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
					<ErrorCode>-2147220911</ErrorCode>
					<ErrorDetails xmlns:a="http://schemas.datacontract.org/2004/07/System.Collections.Generic"/>
					<Message>There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing.</Message>
					<Timestamp>2014-07-17T14:58:20.4749447Z</Timestamp>
					<InnerFault>	
						<ErrorCode>-2147220911</ErrorCode>
						<ErrorDetails xmlns:a="http://schemas.datacontract.org/2004/07/System.Collections.Generic"/>
						<Message>There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing.</Message>
						<Timestamp>2014-07-17T14:58:20.4749447Z</Timestamp>
						<InnerFault i:nil="true"/>
						<TraceText i:nil="true"/>
					</InnerFault>
					<TraceText i:nil="true"/>
				</OrganizationServiceFault>
			</detail>
		</s:Fault>
	</s:Body>
</s:Envelope>


btw, nice change on the forums!

Regards,

Raul

Visual studio plugion for crm 4.0 update to 2013

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I have to update a plugin from crm 4.0 to a 2013 version so we can reuse this plugin.

In my libraries we still use Microsof.crm.sdk and Microsoft.crm.sdktypeproxy.

What is the procedure to update this?

=> is it by removing these references adding the new dll and use them in the using... Should this clear my issue, or do we need to do something more/ else ?

Migrate CRM 2011 from SBS 2008 to SBS2011 - side by side possible?

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Hi all.

We're migrating CRM 2011 from SBS 2008 to SBS2011. The current SBS 2008 box has both CRM and SQL instaleld on it and I'll be putting the same config on the new server.

While the process itself seems fairly straight forward (http://technet.microsoft.com/en-us/library/hh699772.aspx#Redploy_CRM_Server) I want to ensure that there's minimal downtime to the users.

I'd like to install CRM on the new server, restore in the databases and have one of the key users log in to the new install and test all is well. I'd like them to be able to do this while the original installation is still running with the rest of the business working as normal on the old system. Once I get the all clear I'll then do a final backup and restore of the organisation database and update the DNS records to point to the new server. Is it possible to run two installs of CRM side by side like this?

Also our current setup is internet facing using claims based authentication (ADFS is installed on a second server). I can't find any guidance on migrating this so any tips would be appreciated. 

Thanks

RN

Contract Associated View does not display related records when clicking list control from Contract Sub-grid

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We have a Contract sub-grid on our Company (Account entity) form.  It display all related contracts properly, but when we click on the list control to expand the list view of related contracts, none of the contracts appear in the list.  Changing the view doesn't help.  Even when I add a new record from within the list view it doesn't appear after saving (although it subsequently appears on the sub-grid). 

Other sub-grids for both custom out-of-box entities like Contacts and Opportunities have no problem.   The Contract views work fine when used in advanced find or accessed from the navigation bar.

Any suggestions would be welcome.


Sending an email through a dedicated mail box

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Dear all,

I am using CRm online and have configured an input box named info@mycompanyname.com which is storing incoming email from that box it its queue.

This is our main email entry for any request.

Then what I am trying to do is as follow :

- By login to my CRMonline with my user account, I would like to be able to be able to send company news to all my accounts and lead by using the Info box as my outgoing email when specify.

I would like to do this in order to avoid sending my personal email when sending news but instead the general company mail box

How can I do that?

reagrds

serge

Loading CRM, Microsoft Social Listening isn't quite ready to use.

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Hello, We are experiencing a problem with the CRM online, only Administrator can login to the CRM.

All the other users receive the message;

Microsoft Social Listening isn't quite ready to use.
Please check back in a few minutes.

The admin reset the social listening options and nothing happen.  We are not using the Social Listener functionality, please advice Thanks!

CRM 2013 Outlook Tracking Error - The Parent is not valid

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CRM 2013  - On-Premise. Latest Outlook Client (SP1). Randomly all Users are getting an error "Parent is Invalid" when tracking an email via the CRM ribbon in Outlook. This may happen in 1 out of 10 emails - 9 may track fine, yet there is nothing obviously distinctive or unique re. the problematic emails.

I turned Tracing on - the log file contains "Entity id is null or empty, skip deleting the entity 'email'" plus " Creating Entity with an invalid parent.Entity: Email, ReferencingAttribute:emailsenderDetail:"

 <ErrorCode>-2147220987</ErrorCode>

Full log below...Any help gratefully received!

# CRMVersion: 6.1.0000.0581

[2014-07-29 12:37:44.733] Process:OUTLOOK |Organization:9ffa955e-2692-4999-855b-aa1ae7b1551d |Thread:    1 |Category: Application.Outlook |User: 00000000-0000-0000-0000-000000000000 |Level: Error |ReqId:  | CrmServiceForOutlook.Execute  ilOffset = 0xD
 at CrmServiceForOutlook.Execute(OrganizationRequest request, Boolean wrapException)  ilOffset = 0xD
 at EmailForOutlook.Microsoft.Crm.Application.SMWrappers.IEmailForOutlook.DeliverPromote(String messageId, String subject, String from, String to, String cc, String bcc, Double receivedon, String submittedBy, String importance, String body, IDynamicEntityCollectionForOutlook attachments, Int32 attachmentCount, IDynamicEntityForOutlook extraProperties, String entityXml, String regardingId, Int64 regardingObjectType, String crmId, Int32& notification)  ilOffset = 0x1CD
>FaultExceptionDetails: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Creating Entity with an invalid parent. Entity: Email, ReferencingAttribute:emailsenderDetail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ErrorCode>-2147220987</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
  <Message>Creating Entity with an invalid parent. Entity: Email, ReferencingAttribute:emailsender</Message>
  <Timestamp>2014-07-29T11:37:44.6467871Z</Timestamp>
  <InnerFault>
    <ErrorCode>-2147220987</ErrorCode>
    <ErrorDetails xmlns:d3p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
    <Message>Creating Entity with an invalid parent. Entity: Email, ReferencingAttribute:emailsender</Message>
    <Timestamp>2014-07-29T11:37:44.6467871Z</Timestamp>
    <InnerFault i:nil="true" />
    <TraceText i:nil="true" />
  </InnerFault>
  <TraceText i:nil="true" />
</OrganizationServiceFault>

Server stack trace:
   at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)
   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.IOrganizationService.Execute(OrganizationRequest request)
   at Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy.ExecuteCore(OrganizationRequest request)
   at Microsoft.Crm.Application.SMWrappers.ClientOrganizationServiceProxy.ExecuteCore(OrganizationRequest request)
   at Microsoft.Crm.Application.SMWrappers.CrmServiceForOutlook.Execute(OrganizationRequest request, Boolean wrapException)

[2014-07-29 12:37:44.734] Process:OUTLOOK |Organization:9ffa955e-2692-4999-855b-aa1ae7b1551d |Thread:    1 |Category: Application.Outlook |User: 00000000-0000-0000-0000-000000000000 |Level: Error |ReqId:  | EmailForOutlook.Microsoft.Crm.Application.SMWrappers.IEmailForOutlook.DeliverPromote  ilOffset = 0x1CD
 at EmailForOutlook.Microsoft.Crm.Application.SMWrappers.IEmailForOutlook.DeliverPromote(String messageId, String subject, String from, String to, String cc, String bcc, Double receivedon, String submittedBy, String importance, String body, IDynamicEntityCollectionForOutlook attachments, Int32 attachmentCount, IDynamicEntityForOutlook extraProperties, String entityXml, String regardingId, Int64 regardingObjectType, String crmId, Int32& notification)  ilOffset = 0x1CD
> TraceException: Unhandled Exception: System.Runtime.InteropServices.COMException: Creating Entity with an invalid parent. Entity: Email, ReferencingAttribute:emailsender
   at Microsoft.Crm.Application.SMWrappers.CrmServiceForOutlook.Execute(OrganizationRequest request, Boolean wrapException)
   at Microsoft.Crm.Application.SMWrappers.EmailForOutlook.Microsoft.Crm.Application.SMWrappers.IEmailForOutlook.DeliverPromote(String messageId, String subject, String from, String to, String cc, String bcc, Double receivedon, String submittedBy, String importance, String body, IDynamicEntityCollectionForOutlook attachments, Int32 attachmentCount, IDynamicEntityForOutlook extraProperties, String entityXml, String regardingId, Int64 regardingObjectType, String crmId, Int32& notification)

[2014-07-29 12:37:44.737] Process:OUTLOOK |Organization:9ffa955e-2692-4999-855b-aa1ae7b1551d |Thread:    1 |Category: Exception |User: 00000000-0000-0000-0000-000000000000 |Level: Error |ReqId:  |   ilOffset = 0xFFFFFFFF
>Entity id is null or empty, skip deleting the entity 'email'

Dynamics 2011 Account to Contact n:n Relationship Questions

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A couple of relative newbie questions around the Account -> Contact relationship.

1.  In the documentation I've seen that out-of-the-box you can't have a n:n relationship here, yet I can go into two accounts and assign the same contact as the primary to two different accounts.  When I then look at the contact records I can't see any way of seeing which accounts the contact has been made the primary for.

Is there a way to see which accounts a contact has been made the primary for?

2.  How do you delete a Account -> Contact relationship without deleting the underlying Contact record.  If I click the Delete Contact button in the Account record, it says that it's going to delete the contact, which I don't want it to do (say someone changes who they work for).

Is there a way to just remove the relationship without deleting the underlying records?  I've looked at the Account -> Contact relationship in the solution settings to see if I could alter the Relationship Behaviour, but it's greyed out (only the Lookup field is enabled).

Thanks for looking.

Custom Workflow help - Creating relationships to compare values between two entities

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I'm working on creating some custom workflows within Dynamics 2013 CRM. I thought I had the process all figured out, and created a workflow that when viewed seems to make logical sense. However, it does not produce the desired result.

Here's what I'm trying to do:

The Opportunity has a custom field that is "looking for" a specific model of item. The goal is to create a workflow that compares this value against the "model" value of products, and when a match is found it creates a record called "match" that will include several fields detailing both the product and the opportunity that created the match.  

The workflow claims to run successfully, however no "match" record is ever created. I'm suspecting that I did not set up the relationship between these fields correctly, but I don't know how to troubleshoot that, nor how I should have set it up, and I cannot find any instructions to assist with this process. I'm hoping someone else has had more experience with this than I have and can point me in the right direction and help me get this workflow working.

Additional information:

 I've found a source that says you can only use N:1 relationships in workflows, and I've found this to be true - that's how I set it up but to no avail.

The workflow is run from the products page.

Both "looking for" and "model" fields are lookups against a master list of models - this works great and ensures the values of the fields match.  However as a test I have tried to accomplish the same thing with a simple text field and had no success.

This content cannot be displayed in a frame

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Hi Guy,

I'm using CRM 2013 onPremise and Sharepoint 2013.

I try to show a document from Sharepoint in an IFrame of a CRM entity.

And, unfortunately, I got this error :

I added the Sharepoint website in Trusted Sites and I deleted temporary files but I got the same error everytime.

Any suggestion ?

Nizar JLASSI
Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

         

Can you create and/or modify an Associated View

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Hi:

I do not know if I am missing something, but is it possible to create a New Associated View, or alternatively, can you make a public view (for a sub-grid) that is essentially an Associated View?

[edit] Also, is there a way to change the default Associated View in (for instance) Opportunity > Activities from "Open" to "All" and to change the filter to all?


Creating a new View for Orders.

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Hello Everyone:

My boss want me to create a new View for Order that will show the only Orders for a particular Owner.
I know I can write one for each owner but is there away I can have only one View and select an Owner?

Any help would be great.

Damon

 

CRM doesn't work anymore after installing SP1

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Hello everybody,

My company tried to upgrade Microsoft Dynamics CRM 2013 Service Pack 1 in our development environment. Everything seemed fine, and the installation log file doesn't trace any error.

After that, we noticed very strange behavior: Javascript alert "Generic Error" in every page wich displays Feeds and errors in execution of EVERY plugin, custom and OOB.

I would like to know if someone else has encoutered the same corrupted behaviuor.

Thanks in advance.

Best regards,

Fede

 

Removing/Disabling Plugin Steps in Managed Solution

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We want to disable plugin steps from Managed Solution. We can do this from Deafult Solution. Is there any other way to do this?

Benutzerdefinierte Entität drucken (Printing custom entity)

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Die Situation ist folgende: Wir haben eine ziemlich breit gefächerte und komplizierte Produkt- bzw. Leistungsangebot, dass sich einfach nicht mit den vorhandenen Vorlagen anpassen lässt. Also haben wir verschiedene Entitäten erstellt, deren Hauptformulare wir gerne über den Seriendruck drucken möchten. Und gerne möchten wir das direkt aus dem Formular machen - ohne extra einen Prozess entwerfen oder die Marketingliste gehen zu müssen. 

The situation is the following: We have a custom entity - given free for printing service (freigegeben für den Seriendruck).
But there`s no button to print a dataset - or better: the form (at it`s best over a simple button - like you can do it with offers, the system entity).

CRM 2011 UR 15 Sub-Grid

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As of Update Rollup 15 I have seen an issue where the sub-grid control's auto-expansion is broken during a publish all customizations.  Basically, the issue appears to be that when publish all customizations happens, the form xml is having a two-column-section injected just below a sub-grid that is set to expand to use all available space.  Has anyone else experienced this issue and is there a fix for this in a later UR?

The only way to fix the issue is to double click into the sub-grid's properties, press okay, and then the extra two-column-section is removed.  After that, publishing just the form will work until someone performs a publish all customizations.

Broken Sub-Grid

 

This is what the control looks like after performing the above described fixed (work around). You can see the two-column-section is now gone.

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