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Organisation: Inactive

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Hello!

Just suddenly we get:

"Status for Organisation XXXX: Inactive

Why?

We havent received any email about maintenance or changes for our organisation

Please advise

/Kent


Workflow to Open Quote into Draft State

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I'm trying to develop a process that when an order is canceled into a specific status reason it opens up the quote to be edited. If i create a workflow directly on the quote entity it opens it up with no issues. But when i try to change the status of the quote from an Order workflow they error out. Does someone know if i'm missing a step or if it's something that MS does not allow?

Custom Workflow assembly issue in D365 version 9.0.2.180

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 Hi,

Today we faced strange issue with the Custom Workflow assembly in D365 version 9.0.2.180 but it works fine with lower versions of D365. 

  • Assembly Build Version: 4.5.2 Framework
  • Microsoft.Xrm.Sdk.Workflow.dll version: 8.2.0.749 

Whenever the workflow triggers and hit the workflow assembly step the below error pop-out so could you help us to resolve below issue: 

This happens with Synchronous as well as  Asynchronous workflow. 

Below are the error log details: 

<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">

  <ActivityId>255141f9-4b77-4dc8-9ceb-501e71e572dd</ActivityId>

  <ErrorCode>-2147220891</ErrorCode>

  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic">

    <KeyValuePairOfstringanyType>

      <d2p1:key>ApiExceptionSourceKey</d2p1:key>

      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">Step/Microsoft.Crm.Extensibility.FilteredStep</d2p1:value>

    </KeyValuePairOfstringanyType>

    <KeyValuePairOfstringanyType>

      <d2p1:key>ApiOriginalExceptionKey</d2p1:key>

      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">Microsoft.Xrm.Sdk.InvalidPluginExecutionException: context ---&gt; Microsoft.Xrm.Sdk.InvalidPluginExecutionException: context ---&gt; Microsoft.Crm.Workflow.Services.InvalidCustomActivityExecutionException: context

   at System.Activities.WorkflowApplication.Invoke(Activity activity, IDictionary`2 inputs, WorkflowInstanceExtensionManager extensions, TimeSpan timeout)

   at System.Activities.WorkflowInvoker.Invoke(Activity workflow, IDictionary`2 inputs, TimeSpan timeout, WorkflowInstanceExtensionManager extensions)

   at Microsoft.Crm.Workflow.SynchronousRuntime.SynchronousWorkflowActivityHost.ExecuteWorkflowUsingInvoker(Activity workflow, ICommonWorkflowContext context)

   at Microsoft.Crm.Workflow.SynchronousRuntime.SynchronousWorkflowActivityHost.StartWorkflow(WorkflowActivationData activationData, ICommonWorkflowContext context)

   --- End of inner exception stack trace ---

   at Microsoft.Crm.Workflow.SynchronousRuntime.SynchronousWorkflowActivityHost.StartWorkflow(WorkflowActivationData activationData, ICommonWorkflowContext context)

   at Microsoft.Crm.Workflow.SynchronousRuntime.SynchronousWorkflowActivityHost.StartWorkflow(ICommonWorkflowContext context)

   at Microsoft.Crm.ObjectModel.WorkflowProcessServiceInternalHandler`1.ExecuteSyncWorkflow(Guid workflowId, PipelineExecutionContext pipelineContext, IGenericEventData workflowInstanceData, Boolean isTriggered, BusinessProcessFlowContext businessProcessFlowContext)

   at Microsoft.Crm.ObjectModel.WorkflowProcessServiceInternalHandler`1.ExecuteTriggeredSyncWorkflow(Guid workflowId, PipelineExecutionContext pipelineContext, Lookup primaryEntityInfo)

   at Microsoft.Crm.ObjectModel.WorkflowProcessServiceInternalHandler`1.ExecuteTriggeredSyncWorkflow(Guid workflowId, PipelineExecutionContext pipelineContext)

   at Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin.Execute(IServiceProvider provider)

   at Microsoft.Crm.Extensibility.V5PluginProxyStep.ExecuteInternal(PipelineExecutionContext context)

   at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)

   --- End of inner exception stack trace ---

   at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)

   at Microsoft.Crm.Extensibility.FilteredStep.Execute(PipelineExecutionContext context)

   at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context)

   at Microsoft.Crm.Extensibility.Pipeline.&lt;&gt;c__DisplayClass1_1.&lt;Execute&gt;b__0()</d2p1:value>

    </KeyValuePairOfstringanyType>

    <KeyValuePairOfstringanyType>

      <d2p1:key>ApiStepKey</d2p1:key>

      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">fbff3bf1-d04d-e811-a95b-000d3a1be90a</d2p1:value>

    </KeyValuePairOfstringanyType>

    <KeyValuePairOfstringanyType>

      <d2p1:key>ApiDepthKey</d2p1:key>

      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">1</d2p1:value>

    </KeyValuePairOfstringanyType>

    <KeyValuePairOfstringanyType>

      <d2p1:key>ApiActivityIdKey</d2p1:key>

      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">255141f9-4b77-4dc8-9ceb-501e71e572dd</d2p1:value>

    </KeyValuePairOfstringanyType>

    <KeyValuePairOfstringanyType>

      <d2p1:key>ApiPluginSolutionNameKey</d2p1:key>

      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">System</d2p1:value>

    </KeyValuePairOfstringanyType>

    <KeyValuePairOfstringanyType>

      <d2p1:key>ApiStepSolutionNameKey</d2p1:key>

      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">System</d2p1:value>

    </KeyValuePairOfstringanyType>

    <KeyValuePairOfstringanyType>

      <d2p1:key>OperationStatus</d2p1:key>

      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">0</d2p1:value>

    </KeyValuePairOfstringanyType>

    <KeyValuePairOfstringanyType>

      <d2p1:key>SubErrorCode</d2p1:key>

      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">-2146233088</d2p1:value>

    </KeyValuePairOfstringanyType>

  </ErrorDetails>

  <Message>context</Message>

  <Timestamp>2018-05-02T06:51:46.070778Z</Timestamp>

  <ExceptionRetriable>false</ExceptionRetriable>

  <ExceptionSource i:nil="true" />

  <InnerFault i:nil="true" />

  <OriginalException i:nil="true" />

  <TraceText>

 

[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin]

[fbff3bf1-d04d-e811-a95b-000d3a1be90a: ]

Entered Microsoft.Dynamics.LeadManagement.Plugins.AddressComputation.Execute(), Correlation Id: 544e0832-5a16-40cc-95f2-0fb3ecdc73d8, Initiating User: 88330371-33ca-e711-a948-000d3a1abd0c

Exiting Microsoft.Dynamics.LeadManagement.Plugins.AddressComputation.Execute(), Correlation Id: 544e0832-5a16-40cc-95f2-0fb3ecdc73d8, Initiating User: 88330371-33ca-e711-a948-000d3a1abd0c

Entered Microsoft.Dynamics.LeadManagement.Plugins.PreOperationLeadUpdate.Execute(), Correlation Id: 544e0832-5a16-40cc-95f2-0fb3ecdc73d8, Initiating User: 88330371-33ca-e711-a948-000d3a1abd0c

Exiting Microsoft.Dynamics.LeadManagement.Plugins.PreOperationLeadUpdate.Execute(), Correlation Id: 544e0832-5a16-40cc-95f2-0fb3ecdc73d8, Initiating User: 88330371-33ca-e711-a948-000d3a1abd0c

Starting sync workflow 'Workflow Name', Id: f1ff3bf1-d04d-e811-a95b-000d3a1be90a

Entering ConditionStep1_step: Step 1

Entering CustomActivityStep3_step: Step 3

Sync workflow 'Workflow Name' terminated with error 'context'

 </TraceText>

</OrganizationServiceFault>

Can anyone faced similar kind of issue and have solution for it.

Thanks!

Balasaheb

Workflow Fires, but doesn't update fields.

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As subject... I have a workflow that fires as requested (tested on change and on create), but the workflow doesn't update the fields as specified in the steps. If I run it On Demand, it works perfectly. 

Things I've tried:

  • Real Time rather than asynchronous
  • Changed owner to sys admin
  • Disabled "on demand" functionality and set to only run as background process.

If I look in the audit, I can see the steps get executed, it's just that the records are not being updated to reflect this. I've enabled auditing on the records in question and I can see they're not being touched by the workflow.

Any tips or ideas?

Opportunity Physical URL

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Hi,

I need to pass the opportunity link from dynamics CRM online to some other application to send an e-mail. Is there any way i can use the property to get the URL rather than building the URL through .net server side code ? I need to pass this link from plug-in.

I come across posts to build the URL through code but looking for other options whether there is any direct property exist that i can retrieve the link of the opportunity record through code?

https://community.dynamics.com/crm/f/117/t/232480 

Insights Inside View security issues on Production Portal

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We just rolled out the production version of our Dynamics 365 Sales CRM.   Only myself (Admin) can use Insights InsideView.   All other users do not have permission. I compared InsideView Security Role to the Security Role in the Sandbox, and all is the same.    I do not see anywhere in the Org Settings where I can modify permissions.    How can I resolve this issue??

Can I query non-related entities in a custom workflow?

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I am creating a custom workflow activity on a leads entity.  Is there a way to query a non- related entity within the workflow activity?  Any help would be appreciated.

Thanks!

Emails in Dynamics

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Hello Experts

All the emails that users receiving in their Outlook are being created as activities in Dynamics. Not just internal emails but also the ones without regarding. It started to happened all of a sudden. Microsoft said it might be because there are email addresses in users default queue(The mailbox associated to this is inactive). and Queue will create its own activities and it should be changed. We did it but still activities are being created. It wasn't working so we just removed all the emails from the queues. But still we are getting this issue. Microsoft recommend to check users personal email options where it should be defaulted to "only emails related to Dynamics 365 emails", no user would manually change their email settings overnight. I'm still confused why this is happening. Any suggestions would be appreciated. 


Design Intention with Campaigns

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As I study the interplay with the Sales entities, I'm interested in understanding the intent of Campaigns.  It appears they are intended to work "Leads;" whether from a Marketing List or entered manually from the Leads entity.  It also appears there is no way to add existing customers/accounts to Campaigns.  So how is it typically done to assign follow ups on existing customers, etc., to salespeople?  Do you just assign those records to them?  If so, then how do you follow their activity on marketing more business?

I can not visualize the entity account being with the role of admin

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Hello,
I have a problem with my account entity in Dynamics CRM 2016,
When I want to see some view of the entity account, I am shown an error (screen image 1), when I enter the solution and I locate in the entity account and I want to create a main form of the entity, again it shows me the same message of previous error (screen image 2), only this happens with the account entity although I am using it from my administrator user with all the permissions,
I hope you can help me find a solution,

Greetings.

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Error
Error.

Try this action again. If the problem persists, consult the Microsoft Dynamics 365 Community for solutions or contact your organization's Microsoft Dynamics 365 administrator. Ultimately, you can contact Microsoft Technical Support

imagen 2 :

thanks.

Post image not getting after update step in Plugin

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Hi all,

  May I know why I am not getting Post image in my plugin after updating opportunity line in opportunity?

Though I have added Post Image under the update opportunity line step.

Thanks in advance.

SDK.REST.retrieveMultipleRecords is not working

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Hi,

I have been working on this for a several hours.  I can't seem to see why this is not working.

function setSampleCodes() {

    var iselect = "$select=new_sampleid,new_name";
    var iorderby = "&$orderby=new_name";
    var options = iselect + iorderby;

    SDK.REST.retrieveMultipleRecords("new_sample", options, sampleCodeCallBack, errorHandler, retrieveComplete);
}

function sampleCodeCallBack(retrievedData) {
    var opt = new Option();
    if (retrievedData.length > 0) {
        for (var i = 0; i < retrievedData.length; i++) {
            opt[i].text = retrievedData[i].new_name;
            opt[i].value = retrievedData[i].new_Sampleid;
        }
        Xrm.Page.getAttribute("new_samplecode").setValue(opt);
    }
}

function retrieveComplete() {
    alert(Xrm.Page.gerAttribute("new_samplecodes").getValue());      
}

function errorHandler(error) {
    alert(error.message);
}


Make a lookup column in a grid unclickable

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Hi All,

This might sound like a weird requirement, users wanted the lookup to be present on the grid but they wanted that to be non accessible (look up the grid is from a template entity which shouldn't be tampered).

Please let me know if there are any ideas/suggestions to address this issue.

Thanks,

Vinod

How to view business process stage across different Sales Processes in v9

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We are using Dynamics 365 online, and have recently received the update to version 9.  This update broke a process that we were using, and I'd like to see if there is an 'fix' that I'm missing.

The situation we are encountering is that from Advanced Find on an Opportunity, you cannot find what business process has been assigned, OR what stage in that business process the opportunity is at. There is no 'Business Process flow' related.

IF

You used advanced find and look at an individual Business Process, you can find the related opportunity and all it's respective fields.

This seems like a reasonable workaround, except that we have a manger who is trying to manage multiple Business Processes. And since a sales business process is likely to have 2 processes (a lead based and an opportunity based), the inability to find the related business process from the opportunity side seems like a miss.

Am I missing any easy workaround for this?

Thanks!

Merge Records

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Hello,

  currently, when I merge two records, it will automatically disqualify the child record with a status reason of "current client." Is there a way for me to change the default to a status reason of "duplicate lead" instead?

Thank you,

Brittney 


Plugin Building causing a Power Shell Error

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Hi Guys,

Plugin development is something which I have experience in, but this error which I am facing right now is kind of new for me, if any one has faced this before and got to rectify that, please let me know.

Severity

Code

Description

Project

File

Line

Suppression State

Error

 

The command "cmd /c If the build.ps1 script fails during the build process verify that you have executed "Set-ExecutionPolicy unrestricted" in both the 32 bit and 64 bit version of the powershell console.echo If the build.ps1 script fails during the build process verify that you have executed "Set-ExecutionPolicy unrestricted" in both the 32 bit and 64 bit version of the powershell console. >_POWERSHELLNOTENABLED.txtpowershell.exe -file "C:\Users\vpagac1\Downloads\Hsl.Wendys.Crm.Plugins\Hsl.Wendys.Crm.Plugins\Hsl.Wendys.Crm.Plugins\\Build\Build.ps1" -targetDir "C:\Users\vpagac1\Downloads\Hsl.Wendys.Crm.Plugins\Hsl.Wendys.Crm.Plugins\Hsl.Wendys.Crm.Plugins\bin\Debug\  " -targetFile Hsl.Wendys.Crm.Plugins.dll -targetName Hsl.Wendys.Crm.Plugins" exited with code 1.

Hsl.Wendys.Crm.Plugins

 

 

 

Thanks,

Vinod

How can I get just the GUID for a case record?

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I used this awesome article to use a non-code solution to get the GUID from the Dynamic URL for a case record:

https://www.powerobjects.com/2017/03/20/how-to-derive-and-expose-a-record-guid-on-your-forms-using-oob-functionality/ 

I set it up, and it was working great. I wanted to use it in a workflow to generate an email to a client when they opened a case, and the GUID would be used to add to the end of the portal URL so when they log in, it takes them directly to the correct case. Again, it was working great. Now, here is the issue. 

This is the example that the article gives - notice that the histKey appears BEFORE the GUID: 

https://XYZsandbox.crm.dynamics.com/main.aspx?etc=1&histKey=995219974&id=739007ac-69f4-e611-8107-c4346bac1938&newWindow=true&pagetype=entityrecord#383951512

Here is what the dynamic URL looks like for the case in our system:

https://organisationCRMURL/main.aspx?etc=112&id=7ac01c29-404e-e811-813a-70106fa5dd11&histKey=785411074&newWindow=true&pagetype=entityrecord

Notice that the histKey shows up AFTER the GUID. Also, on some cases the histKey was 8 digits, and others it was 9 digits. So I am unable to set the trim left correctly, because it is different lengths for different cases. 

Then I thought perhaps I could use Jason Latimers CRM String Workflow Utitilies (specifically the Regex Extract option) as I had used it with success before: 

https://github.com/jlattimer/CRM-String-Workflow-Utilities 

I used the expression: ^.*id=(.+?)& - which gave me:

https://organisationCRMURL/main.aspx?etc=112&id=e13fce6a-4b4e-e811-813a-70106fa5dd11& 

Any ideas how I can either figure out why the histKey is different lengths, meaning the first solution won't work, or how I can modify the Regex so that it only pulls the 36 character GUID? I need a non-code solution unfortunately! :-( 

Building a custom options set from a table can't getValue

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Hi,

I can't seem to assign build and Option set from an array.  I have tried converting to a string and that still does not work.

What am I doing wrong.

function sampleCodeCallBack(retrievedData) {
    var opt = new Option();

    var sampleCodeControl = Xrm.Page.getControl("new_samplecode")

    if (retrievedData.length > 0) {
        for (var i = 0; i < retrievedData.length; i++) {
            var sample = retrievedData[i];
            opt[i].text = sample.new_name;       This is text
            opt[i].value = sample.new_sampleId;  This is Guid
            sampleCodeControl.addOption(opt[i]);
        }
        Xrm.Page.getAttribute("new_samplecode").setValue(sampleCodeControl);
    }
}


Outlook Meeting Reminder popups not working after installing Dynamics 365 for Outlook Add-In

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Dynamics 365 version 8.2,  Outlook On-Premise

A few users that have the Dynamics 365 Add-in for Outlook installed are having a issue where their meeting reminder pop ups in Outlook are not working. Have checked to ensure there dynamics email configuration and security are correct, all desktops are the same build. I uninstalled the Add In on one user and his meeting reminder pop ups started working again.

Any help on what the resolution/issue might be would be appreciated.

Thanks

C# sdk downloading note attachment from a record

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Hello all!

I'm trying to write a console app using c# to download pdf files from note section of a record in Entity A. After downloading the files, I would like to delete those files from CRM as well. 

Can anyone explain how to query those files? some example code is much appreciated!

Thank you!

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