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Multi-series chart from same entity

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Ok, I'm sure I'm just dense and can't figure this out, but I'm trying to make a chart that shows the number of leads entered, by lead source (facebook, twitter, website, etc.) by month.  I'll attach a couple pictures so you can see what I'm trying to achieve.  Any thoughts?


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'

CRM Organization Service SDK connection in ASP.NET website with DefaultNetworkCredentials

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I am trying to use the CRM Organization Service SDK connection in ASP.NET website with DefaultNetworkCredentials. However, it is not pulling in the correct user to pass as the credentials. I have Windows Authentication and ASP.NET Impersonation turned on for the web site in IIS. My URL for my Org Service is my internal URL for CRM that is authenticating to ADFS.

On my machine, I get the error:

"SOAP security negotiation with 'https://sts.gofastpath.com/adfs/services/trust/13/kerberosmixed' for target 'https://sts.gofastpath.com/adfs/services/trust/13/kerberosmixed' failed"

On the IIS server, I get the error:

"System.ServiceModel.Security.SecurityAccessDeniedException: Access is denied"

How can I achieve this?

CRM 2013 Outlook Client

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ok, so we just recently upgraded to CRM 2013, and I found what appears to be a bug or something I can't explain.  When customizing a view with various columns, it seems the Outlook client always excludes one column.  There is no real pattern to it from what I can tell either.  The awkward part of this is that you can export that view to Excel, and the column is included.  So, has anyone seen this behavior and is there a way to get this fixed?  Using both Outlook 2010 and 2013 clients for the plugin.  Thanks!

How to fix an error code 0x80040353

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Hello Everyone:

I'm import products into a Price List and I'm getting an error code

is there away to fix this.

Any help would be great.

Where can i buy the MOC manual : Customization and Configuration in Microsoft Dynamics CRM 2013" ?

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Hi,

I want to buy the MOC preparation guide "Customization and Configuration in Microsoft Dynamics CRM 2013". 

Tx for suggestions.

Martin Lapierre

VS2012 SSRS -Date/Time Format

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Hi all,

I created a report in VS 2012, and I want to have a field to show when this report was downloaded. I want to report:

1) Date: dd-MMM-yyyy 2) Time 3) Time Zone from which report was downloaded, e.g. EST

So far I have Report: (as of <<Expr>>) where for  Expr= dd-MMM-yyyy HH:mm but my time always comes as 00 and I can't figure out how to add time zone. Does anyone know?

Any thoughts?

Problem inserting a Quick View Form

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I have repeatedly tried to insert a quick view form for a new lookup field and have not been able to do so.  I am not a developer so sending me snippets of code or suggesting workarounds, while beneficial for others, won't help me much.  I don't know what I'm doing wrong because it seems pretty straight forward.  Any advice or assistance would be greatly appreciated.


Displaying Connections on the Contact or Account Form

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On the Contact form, in the contact view (default solution) I see three items under the section Customer Details (Recent Cases, Recent Opportunities, and Entitlements). I would like to add one that shows the Connections for the Contact (or Account). When I double-click one of these items, it appears to be called a "set," but I can't find "set" on the INSERT menu.  Please help!

Newly Created Opportunities Not Showing up In "What's New" Activity Feed for Users

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Hello everyone,

Users have been complaining that newly created opportunities are not showing up in their "What's New" activity feed. It seems to be hit or miss--some show up--others don't. I've confirmed that the users are following both the opportunity and the account. It's my understanding that this occurs by default when they create the record. Is there something that would prevent a post from being created when an opportunity is created or updated? Thanks for your help ahead of time.

Server Error in '/' Application.

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Hello Everyone:

Is anyone having a problem log-in in CRM 2015 Online today.

We are getting this error

The resource cannot be found.

Description: HTTP 404. The resource you are looking for (or one of its dependencies) could have been removed, had its name changed, or is temporarily unavailable.  Please review the following URL and make sure that it is spelled correctly.

Requested URL: /default.aspx

Activity Feeds - Personal Wall links to find, follow, comment point to go.microsoft.com

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I've setup a dashboard and activated Posts for a few entities in Settings > Post Configuration. However on my Personal Wall all the links try to take me to go.microsoft.com/fwlink etc etc.

These are just help documents on Microsoft - how do you actually find people to follow?

Getting error while retrieving all entity by RetrieveAllEntities

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Hi ,

I am getting an error while using RetrieveAllEntities by code :

The Web Service plug-in failed in OrganizationId: 17eeb24c-ba4d-4d35-b077-26fef79a3d4f; SdkMessageProcessingStepId: e309ed1a-7bee-4ae0-a6f4-f11a6330cd5e; EntityName: none; Stage: 30; MessageName: RetrieveAllEntities; AssemblyName: Microsoft.Crm.Extensibility.InternalOperationPlugin, Microsoft.Crm.ObjectModel, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35; ClassName: Microsoft.Crm.Extensibility.InternalOperationPlugin; Exception: Unhandled Exception: System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation.
at System.RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor)
at System.Reflection.RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments)
at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
at System.Web.Services.Protocols.LogicalMethodInfo.Invoke(Object target, Object[] values)
at Microsoft.Crm.Extensibility.InternalOperationPlugin.Execute(IServiceProvider serviceProvider)
at Microsoft.Crm.Extensibility.V5PluginProxyStep.ExecuteInternal(PipelineExecutionContext context)
at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)
Inner Exception: System.TypeInitializationException: The type initializer for 'Microsoft.Crm.MetadataService.Sdk.TypeMaps.PlatformToXrmEntityMetadataTypeMap' threw an exception.
at Microsoft.Crm.Sdk.Metadata.EntityConverter.SetupEntityMetadataProperties(EntityFilters entityFilters, MetadataConversionContext context)
at Microsoft.Crm.Sdk.Metadata.EntityConverter.ToXrmEntityMetadataArray(EntityFilters entityFilters, MetadataConversionContext conversionContext)
at Microsoft.Crm.Sdk.Metadata.MetadataServiceProvider.RetrieveAllEntities(EntityFilters metadataItems, Boolean retrieveAsIfPublished, ExecutionContext context, String& timestamp)
Inner Exception: System.MissingMethodException: Method not found: 'System.Nullable`1<Boolean> Microsoft.Xrm.Sdk.Metadata.EntityMetadata.get_IsStateModelAware()'.
at Microsoft.Crm.MetadataService.Sdk.TypeMaps.PlatformToXrmEntityMetadataTypeMap.InitializeMap()
at Microsoft.Crm.MetadataService.Sdk.TypeMaps.PlatformToXrmEntityMetadataTypeMap..cctor()
.

SharePoint server-based integration and user permissions

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I have set up server-based SharePoint integration with CRM Online to a subfolder in SharePoint (i.e. mycompany.sharepoint.com/CRM). When in Dynamics CRM I select “Documents” and confirm folder creation, I get Error message “Something went wrong while interacting with SharePoint”. However, if I login as administrator and try the same again, folders are created correctly and files seem to transfer to SharePoint without errors.

Is CRM supposed to manage users’ permissions to add/view files and folders or do I have to manually set permissions for CRM users in SharePoint?  Just want to make sure before messing up something…

Thanks!

Quick Search on Active Account can't find recently created records

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So I can quick search results returns accounts correctly, except recently create records.

I know those records are active. can see them in the active view. Just the Quick Search somehow can't see them.

Advance Find on accounts works fine.

Any idea what could be going wrong? Or what should I be checking?


Modify label on Subgrid using JavaScript

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Hi, I having an issue, which I'm unable to resolve using my own and Googles smarts to solve (Dynamics CRM Online). What I want to acheive is to update the label on a column in a subgrid on a form. Thus I want to dynamically set the column on the subgrid based on a modified method on the Opportunitues Form.

what I'm trying is something like this:

function SetFormLabels()
{
    var sGrid = document.getElementById("MasterPlanGrid");
    var vM1 = sGrid.getElementsByTagName("new_m1");
    vM1.setLabel("test label");
}


on the "MasterPlanGrid" I want to Select the "new_m1" field and alter the label to "test label". however I seem to be unable to Reference the Field on the subgrid.

Any input is greatly appreciated.

 

How to add PDF binary data to a field as text/string?

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Hello guys,

I'm creating a search in CRM 2013 for one of my customers, and this search will look into the searched files's content and it will be returning results.

To accomplish this, I'm using a retrieveMultiple query and I return the results of the query to the customer. My problem is that this works perfectly only for .txt files. In my search I have also doc files and pdf's, so In order to make them searchable I have to transform the binary data from those files to string, and set it to a hidden field in the specific area of search.

Any ideas how to set the string content of a file (pdf, doc, docx) to a text field, so that my search is still fast enough?

how to filter different option set based on another option set values

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Hi,

I have 3 option set field with different options each. If I will select one option from 1st option set field automatically the all the options under that option should be populate in 2nd option set field.

How to configure this in crm 2015 online

issue on browser cached JavaScript web resource

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Hello, anyone encountered any issue on browser cached JavaScript web resource? The latest JavaScript will not reflect immediately even you cleared the browser cache/history and refresh the page. What I noticed is I need to perform at least 5 or more browser refresh before the JavaScript starts working. I understand that the browser cache clearing and refreshing the page is a BASIC thing for the web app but doing this more than once in CRM 2011 is pretty annoying. As of now I don’t have a big .js file everything are less than 100KB or less. My environments are CRM 2011On-premise UR13 and CRM 365. Both environments encountered the same issue. Any idea how this happened and how to resolve it?

Dynamics Connector not updating NAV from CRM

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Hi,


We have just installed the Dynamics Connector linking CRM 2011 to NAV 2009 R2.

We have managed to get the records to sync from CRM through to NAV but only on the first instance. If we make a change to an account in CRM, then this change is not made in NAV.

The log file contains

[NAV Customer Card to Account] has encountered an error while processing key [{34684CAD-384A-40EA-802E-3DDB3BE17E71}Customer:50000]. Name: Primary not found in Picklist: Adress 1 Atress Type on entit: account

Which is correct as it does exist, however it should be updating the information.

Any advice on how to further trouble shoot this issue?

Thanks,

Falonne

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