CRM 2015 is compatible with works fine with SharePoint Foundation.
There is no SharePoint 2016 foundation, so what are my options for upgrading to CRM 2016 or CRM 365 (Version 9) both on Prem and integration with SharePoint. Do I just need to buy a server license for SharePoint and or CALS
Thanks
I am continuosly having this issue when trying to qualify leads:
Unexpected Error
Log:
{"ActivityId":"","errorCode":2147746326,"message":"Validation error: Stage ID ‘bfc9108c-8389-406b-9166-2c3298a2e41f’ is not present in Business Process. Please contact your system administrator.","stacktrace":"","Timestamp":1549549063499}
Any ideas will be greatly appreciated!
/Michael
Data export service: Create export profile failed
We have created a working data export for 2 D365 CE environments. Now we want to create a new data export service for 2 new CRM instances (Accept and Production). So what we did:
Azure
1. add a new database under the existing and working database server under the existing resource group and subscription
2. add a new secret in the keyvault with the connectionstring and a tag with the orgID and TennantId
CRM
1. install data export service for existing environments
2. open Data Export
3. create a new record with keyvault URL
4. validate was succesfull
5. select just Account entity
6. no relations selected
7. Create & Activate or Create
Error message: "Create Data Export Profile failed. An error occurred"
What is going wrong?
Hi All,
I am receiving date in 18-Aug-2015 format.
I need to set this to one of the date field.
I tried with below code.
var dateData= new Date("18-Aug-2015");
Xrm.Page.data.entity.attributes.get("aaa_definedDate").setValue(dateData);
Xrm.Page.data.entity.attributes.get("aaa_definedDate").setSubmitMode("always");
Hi, some of our users are unable to see the Activities section when clicking the plus icon in the Dynamics 365 app.
We're currently using Dynamics 365 online 9.1 with the 9.1 v of the app.
Does anyone know how to get this section working?
Thanks
Hi,
When we convert an email to opportunity, then owner of opportunity is the owner of email. But when we convert email to Case, then owner of case is the Logged in user who have actually converted the activity to Case.
Can anyone explain why the owner differs?
I am new to Dynamics CRM, could you please help me with the below question.
We are onPrem and we have new staff in, instead of creating a new account for this person and reassigning the records they took of the person that was previously in that position and changed the information to the new staff member information, Wheat is the consequence in CRM when this happens and what will it mess up
Thank in Advance for any help on this.
Regards
Shiva
I am new to Dynamics CRM, could you please help me with the below question.
We are onPrem and we have new staff in, instead of creating a new account for this person and reassigning the records they took of the person that was previously in that position and changed the information to the new staff member information, Wheat is the consequence in CRM when this happens and what will it mess up
Thank in Advance for any help on this.
Regards
Shiva
Hi,
We configured sharepoint (online) integration with our on-prem Dynamics CRM. All is working well. I just have a quick question. Is it possible to configure two records, even records from different entities, to point to the same document location. The objective is to see the same documents, and upload to the same sharepoint location, from both records.
Hi,
I am trying to push data from CRM Contact entity to AX using Microsoft Flow.
While mapping the fields, how to get AccountLookupfield value, so that I can get AccountName and insert into the contact entity in AX.
Thanks.
Hi,
How can I add a button to the command bar shown on the Unified Interface Dashboard (Customer Service Hub)?
Tried to accomplish this by using Ribbon Workbench but couldn't find the right group
Any hints?
Thanks!
Been using the XRM Toolbox User Settings module, was working great a few months back. Went to use it this week and it will only allow me to make changes to my own settings. I have System Admin role, if I try to push settings for anyone else I get this:
I cleared the logs and tried again, the only entry in the new log is:
Microsoft.Xrm.Tooling.Connector.CrmServiceClient Error 2 2/6/2019 1:15:51 PM OrganizationWebProxyClient is null
Any ideas? Is it a configuration issue, or did something happen to the security model perhaps?
Hi, I am trying to set up email for users, it looks like user has to enter their credentials in the mailbox configuration. It causes account locked out when users change their windows password. I can try to have an impersonation mailbox account to receive and send emails, but is there other way to do this?
I haven't made a change but I had someone notice today that the pipeline phases are no longer updating on opportunity form or in views. I went back and looked and looks like this may have stopped working 1/31 ish?? I have tested by creating a new opportunity (not quick) and trying to progress an existing opportunity but none of it works anymore? I also tried in my sandbox and I am getting the same behavior?
Is anyone else getting this out of the blue? Any ideas how to fix it?
I have gone through the BPW and it looks fine, every phase is tied to a stage and validation comes back fine.
Terry
I am trying to display the subgrid on case create form in the CRM portal. The subgrid shows fine in the edit mode but in insert mode it doesn't show anything at all. I understand this is because of record not created yet so we can't associate related records to it. But is there some way I can show a message to user that please create a record to enable this section (something like we see in the CRM when we create a new record). Is there any OOB way of doing this?
Any suggestions would be highly appreciated.
Thanks
Hi All,
We have two environments; one is of CRM 2013 which is current production and other is Dynamics 365 which will become new production after upgrade.
We have same server for ADFS for both of these environments. ADFS is not on CRM Server, it is separate.
We are facing strange issue when going to create Relying party trust for new Org(i.e. Dynamics 365), it is not showing any accepted claim types.
See the following screenshot where highlighted values should be yes
After comparing federation metadata URLs of both environments, we come across there is one attribute missing "Optional" in claimType tags in the XML of Dynamics 365 federationmetadata.xml.
CRM 2013 metadata looks like this
<fed:ClaimTypesRequested>
I am attempting to refresh CRM data in DEV environment. This requires that I delete most Accounts using bulk delete. Will contacts, activities and other records associate with the account also be deleted?
I want to export existing Account contacts, activities, notes, etc. and later import them to reattach to a refreshed Account record. What is the best method to export them and then easily reattach based on a new account key value or account name lookup of refreshed account.
Hi there, I'm having a problem installing the CRM 2016 plugin for Outlook 2016. Its an on premise version.
"The Installation has failed. Dr. Watson installation failed. Clock the link below to view the log file."
Here is a copy form the log:
10:40:42| Info| Bootstrap version: 8.0.0.1088.
10:40:42| Info| User: <user>.
10:40:42| Info| Initializing COM.
10:40:42| Info| Initialized COM.
10:40:42| Info| IsSqlExprRequiredSpInstalled=1
10:40:42| Info| Current OS Version: 6.2.9200
10:40:42| Info| ServicePack:
10:40:42| Info| System Type: Workstation
10:40:42| Info| Suite Mask: 0x0100
10:40:42| Info| IsIeInstalled=1
10:40:42| Info| DotNet v4 Release value: 461808
10:40:42| Info| IsDotNetInstalled=1
10:40:42| Info| CIsVcRedist12Installed=1
10:40:42| Info| VCRedist 12 with version 12.0.21005 is already installed
10:40:42| Info| CIsVcRedist10Installed=1
10:40:42| Info| VCRedist 10 SP1 with version 10.0.40219 is already installed
10:40:42| Info| Initializing COM.
10:40:42| Info| Initialized COM.
10:40:42| Info| Uninitializing COM.
10:40:42| Info| Uninitialized COM.
10:40:42| Info| IsDrWatsonInstalled=0
10:40:42| Info| Get the job key value BITSLocalTempDir as C:\Users\<user>~1\AppData\Local\Temp\MSCRM_{7B94AE3C-325E-46E4-AC5A-03DC93BBE85A} from the registry.
10:40:42| Info| Checking whether installer dw20shared.msi is locally available
10:40:42| Info| Installer path for Microsoft Application Error Reporting set to C:\Users\<user>\Downloads\CRM\DW\dw20shared.msi
10:40:42| Info| DotNet v4 Release value: 461808
10:40:42| Info| IsDotNetInstalled=1
10:40:42| Info| IsSqlCe64BitInstalled=0
10:40:42| Info| Prereq component installer will use downloaded installer for SSCERuntime_x64-*.exe.
10:40:42| Info| Installer path for Microsoft SQL Server Compact 4.0 Service Pack 1 set to C:\Users\<user>~1\AppData\Local\Temp\MSCRM_{7B94AE3C-325E-46E4-AC5A-03DC93BBE85A}\SSCERuntime_x64-1033.exe
10:40:42| Info| IsSqlSystemClrTypesInstalled=0
10:40:42| Info| Prereq component installer will use downloaded installer for SQLSysClrTypes_x86.msi.
10:40:42| Info| Installer path for SQL System Clr Types set to C:\Users\<user>~1\AppData\Local\Temp\MSCRM_{7B94AE3C-325E-46E4-AC5A-03DC93BBE85A}\SQLSysClrTypes_x86.msi
10:40:42| Info| IsReportViewerControlInstalled=0
10:40:42| Info| Prereq component installer will use downloaded installer for ReportViewer.msi.
10:40:42| Info| Installer path for Microsoft SQL Reporting Service Report Viewer Control set to C:\Users\<user>~1\AppData\Local\Temp\MSCRM_{7B94AE3C-325E-46E4-AC5A-03DC93BBE85A}\ReportViewer.msi
10:40:43| Info| Patchfile target Product code: {0C524D20-0409-0080-8A9E-0C4C490E4E54}
10:40:43| Info| Patchfile target version: 8.0.0000.0000
10:40:43| Info| Patchfile target language: 1033
10:40:43| Info| Patchfile target upgrade code: {B9D53805-50DD-4898-8B87-1B2891471F5A}
10:40:43| Info| Patchfile passed validation checks.
10:40:43| Info| MSP file C:\Users\<user>\Downloads\CRM\Update\Client_KB3121695_I386_1033.msp will be installed
10:40:43| Info| GetSIDOfLoggedOnUser: Starting
10:40:43| Info| GetSIDOfLoggedOnUser: before WTSQueryUserToken, session=5
10:40:43| Info| GetSIDOfLoggedOnUser: return code = 1314
10:40:43| Info| Using the following Language Pack msi - C:\Users\<user>\Downloads\CRM\MUISetup_1033_i386.msi
10:40:43| Info| Initializing COM.
10:40:43| Info| Initialized COM.
10:40:43| Info| Installing Microsoft Application Error Reporting
10:40:43| Info| Log file: C:\Users\<user>\AppData\Local\Microsoft\MSCRM\Logs\watson.log
10:40:43| Info| Launching external process:
10:40:43| Info| CmdLine: <msiexec /i "C:\Users\<user>\Downloads\CRM\DW\dw20shared.msi" /LV* "C:\Users\<user>\AppData\Local\Microsoft\MSCRM\Logs\watson.log" /qn REBOOT=ReallySuppress APPGUID={0C524D20-0409-0080-8A9E-0C4C490E4E54} REINSTALL=ALL REINSTALLMODE=vomus>
10:40:43| Info| WorkingDir: <C:\Users\<user>\Downloads\CRM\DW>
10:40:53| Info| Installation of Microsoft Application Error Reporting failed. Exit code: 1603. Result: Fatal error during installation.
10:40:53| Info| Uninitializing COM.
10:40:53| Info| Uninitialized COM.
10:40:53| Info| Uninitializing COM.
10:40:53| Info| Uninitialized COM.
10:40:53| Info| === Setup bootstrap logging started 2/7/2019 10:40:53 AM ===
10:40:53| Info| Bootstrap version: 8.0.0.1088.
10:40:53| Info| User: <user>.
10:40:53| Error| Installation of Microsoft Dynamics CRM for Outlook failed.Hello, I am using crm 2013 on premise.
Where can i find the below error in crm?
libraryName="Contact_main_system_library.js" functionName="Mscrm.ContactMainSystemLibraryWebResource.form_onload" handlerUniqueId="4ea24ebd-795d-434e-af94-6812c3867b54"
