Advanced Find Before Today or Older Than Today


This is a very common user question since Microsoft CRM 1.0 – how to setup an Advanced Find view to display all the records filtered on a CRM entity’s date field (such as the Account’s Created On date) that is before today or older than today.  Dynamically and NOT hard coded the date via using the Advanced Find’s “ON or Before” date operator.

Since Microsoft Dynamics CRM 2016 (first available in Microsoft Dynamics CRM Online 2015 Update 1) – there are additional out of the box Advanced Find date operators such as Older Than X Minutes/Hours/Days/Weeks/Years…

This is wonderful – because by using the following two Advanced Find filter conditions on any entity’s date field will provide the list of all records Before Today or Older Than Today dynamically:

[Date Field] Older Than X Days = 1 OR [Date Field] Yesterday

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We need the additional Yesterday filter because the Older Than X Days operator only accepts a value from 1 to 500 and doesn’t support 0.

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Yay!  All out of the box.  No more need for XML hacking, external Excel transformation, custom reports, etc.

 

Contact me if you need some Microsoft Dynamics 365 CRM Customer Engagement assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc. – Microsoft CRM Keeping it Simple!

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Posted in Advanced Find, CRM 2016, CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Report | Tagged , , | Leave a comment

CRM Default Team and Business Unit Delete Error Caused by WIP Bin queue


Recently on one of my Microsoft Dynamics CRM projects – we want to clean-up the various Teams/Business Units created over the years that are no longer relevant.  However – some Teams such as the default Teams are more challenging to delete due to the following reason – The default business unit team cannot be deleted.

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Team Delete Error.  The default business unit team cannot be deleted. The name and membership for default team are inherited from their parent business unit.  The only way to remove a default team is to remove the team’s parent business unit.

Deleting a Microsoft Dynamics CRM Business Unit in CRM 2011 and later is pretty straight forward per this earlier blog post.

On this particular Microsoft CRM environment – it proved to be more challenging.

We’ve received the following error when trying to delete some Business Units after following the earlier blog post steps:

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SQL Server Error.  The download log is pretty generic so it was not much help.  Since this is a CRM On-Premise – I could enable Microsoft Dynamics 365 tracing.  Enable Tracing on the CRM Server yield the following finding:

>Crm Exception: Message: Generic SQL error., ErrorCode: -2147204784, InnerException: Microsoft.Crm.CrmException: Generic SQL error. —> Microsoft.Crm.CrmException: Generic SQL error. —> System.Data.SqlClient.SqlException: The DELETE statement conflicted with the REFERENCE constraint “business_unit_queues”. The conflict occurred in database “CRM_MSCRM”, table “dbo.QueueBase”, column ‘BusinessUnitId’.
The statement has been terminated.

This detailed error log points to CRM Queue causing the issue when trying to remove the Business Unit.  One of the Queue’s field “BusinessUnitId” is referencing the Business Unit that we are trying to remove and not allowing it due to the SQL Reference constraint setup.  To further pin-point this – we used the following SQL to narrow down the exact Queues:

SELECT * FROM MSCRM.dbo.QueueBase WHERE BusinessUnitId = ’84EGAE8A-2691-E311-819C-00155D0AB80D’

The Queues turned out to be “WIP Bin queues” which were from CRM 4.0 and earlier version designs and are NO longer relevant in CRM 2011 or later per this article.  This makes sense since this Microsoft CRM environment was an upgrade from CRM 4.0 previously.

We will need to first remove these associated WIP Bin queues first and then delete the Business Units (and their default Teams).

What we did was setup a new Queue to store any Queue Items from the WIP Bin queues.  I usually called this Queue “WIP Bin queue items” and then use the Queue Item’s Route function to route any existing WIP Bin queues’ items to our new Queue.

A quick way to perform this is via Advanced Find on the Queue Items:

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After removing the associated WIP Bin queues items and then deleting the WIP Bin queues – we were able to successfully delete the Business Units which automatically delete the corresponding default Teams.  Yay!

 

 

Contact me if you need some Microsoft Dynamics 365 CRM Customer Engagement assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc – Keeping up with the Cloud Innovations!

Posted in Advanced Find, CRM On Premise, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Troubleshooting | Tagged , , , | Leave a comment

Business Process Error – The given key was not present in the dictionary


A client contacted me regarding the following error from an Opportunity record operation:

Business Process Error.  The given key was not present in the dictionary.

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This error is from Microsoft Dynamics CRM 2015 environment.  It was triggered by a CRM Workflow process that checks the Contact lookup field if it contains data.  In this instance if the CRM Contact record does not have a value in the Contact’s Primary Field – (Contact.Full Name field), this error will surface.

How could a CRM Contact has blank Full Name (combination of First/Middle/Last Name depending on the setting) you may ask? Some reasons could be that the Contact was bulk imported from a data file that has blank First/Middle/Last Name.  Or a Lead that didn’t have the First/Middle/Last Name was qualified and auto created the Contact.  Or that the required setting on the Contact’s First/Middle/Last Name field value was disabled at one time.

It is an easy fix – check and update the related CRM Contact field and its Name associated with the record.

 

Contact me if you need some Microsoft Dynamics 365 CRM/Sales assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc – Maximum User Adoption!

Posted in CRM 2015, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Troubleshooting, Workflow | Tagged , | Leave a comment

How To Set Up a CRM Workflow Timeout Condition


This is a common questions that I’ve encountered – how to setup a Microsoft Dynamics 365 Workflow Timeout Condition (not the Workflow Wait until Condition) – harder to find it in the Workflow designer.  The CRM Workflow Wait until Condition on the other hand is pretty straight forward to find in the CRM Workflow designer. 

Here are the steps to setup a Microsoft CRM Workflow Timeout condition:

  • Create a new CRM Workflow process.  Run this workflow in the background is required for any Timeout condition

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  • Click on the “Add Step” and select “Wait Condition”

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  • Click on the Wait until <condition> (click to configure)

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  • Click the drop-down to select the Local Values – Process (bottom of the list after all the Related Entities)

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  • Click on the next drop down and select Timeout

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  • Set the Timeout condition to 1 Day after the current execution time as an example.

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That’s it.  We can proceed to add other CRM Workflow conditions and tasks.

 

 

Contact me if you need some Microsoft Dynamics 365 CRM Customer Engagement assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc. – Maximum User Adoption!

Posted in CRM 2013, CRM 2015, CRM 2016, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM | Tagged | Leave a comment

HTTP Error 500.0 – Internal Server Error


Ran into the following Microsoft Dynamics CRM 2016 On-Premises error when trying to access Microsoft CRM via the Web Client:

HTTP Error 500.0 – Internal Server Error.  Calling LoadLibraryEx on ISAPI filter “C:\Program Files\Microsoft Dynamics CRM\Server\bin\DefaultAddonFilter.dll” failed

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This is a CRM development environment that was running OK until we setup the CRM BIDS on it to build SSRS custom CRM Reports.  During the Microsoft Dynamics 365 Report Authoring Extension installation – the required component Microsoft Online Services Sign-in Assistant installed the Microsoft Visual C++ 2013 Redistributable (x86), however part of the installation logic removed the existing Microsoft Visual C++ 2013 Redistributable (x64) version which is needed for the Microsoft Dynamics CRM Server 2016.

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Without the Microsoft Visual C++ 2013 Redistributable (x64) version on the CRM Server – will result in HTTP Error 500.0 – Internal Server Error.  Calling LoadLibraryEx on ISAPI filter “C:\Program Files\Microsoft Dynamics CRM\Server\bin\DefaultAddonFilter.dll” failed message.

The fix is to re-install the Microsoft Visual C++ 2013 Redistributable (x64) version on the CRM Server.   No more error message. Yay!

 

 

Contact me if you need some Microsoft Dynamics 365 CRM Customer Engagement assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc. – Keeping up with the Cloud Innovations!

Posted in BIDS Report Authoring Extension, CRM 2015, CRM 2016, CRM On Premise, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Troubleshooting | Tagged , , | Leave a comment

Dynamics Mobile App Activities Error “part of the form can’t be displayed”


I had encountered the following Microsoft Dynamics 365 (CRM) Mobile App Activities Error “This part of the form can’t be displayed.  Please contact your administrator”when trying to access the Activities from Mobile App menu:

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Clicking on the Error details provided a clue to the cause – “This view is unavailable

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Unavailable view is usually caused by the view being in “Inactive” status or the CRM Mobile App user doesn’t have the proper CRM security roles to access it. 

Note: Here is a good link to troubleshooting and things to know about Dynamics 365 for phones and tablets.

The first thing I did was to isolate the issue by login as a CRM Administrator to the CRM Mobile App to see if I could reproduce the error – if error persists then it is most likely NOT a CRM security role issue.  And the error persisted – next variable!

I then review the CRM Activities views that are in “Inactive” status via CRM Client >>  Settings >> Customization >> Customize the System  and noticed there was a “Default Public View” that IS Inactive which maybe the variable causing the error.

Note: I have seen CRM entities’ views containing more than one “Default Public view” from time to time – usually due to customization solution imports between CRM instances.

This view needed to be reset so there is only one “Default Public View”.

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To reset one of the “Default Public View” back to a regular “Public View” when there is MORE than one requires exporting the CRM solution containing the view and then edit the customization’s XML.

1. Setup a new Solution and add the “Activity” entity to it and ONLY select the view that needs to be set back to “Public View”.  With the latest Microsoft Dynamics 365 – no need to include the entire entity components.

2. Export the Solution.  It will be in a zip file

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3. Edit the customizations.xml file that is in the exported zip file.  Located the <isdefault> XML tag and update the value from “1” to “0”

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4. Import the Solution back to CRM.  Check that the View is no longer the “Default Public View”

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5. Publish the Customization.  Test and confirm if error is resolved.

And the error no longer appears!  Yay.

In summary – the error was caused by an Inactive View that was also a “Default Public View”

Note:  This error could also apply to other CRM Mobile entities such as Account, Contact, Leads, etc.

 

Contact me if you are looking for some Microsoft Dynamics 365 CRM help.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc. – Dynamics CRM Keeping it Simple!

Posted in CRM 2016, CRM On Premise, CRM Online, Customization, Dynamics 365, iOS, iPad, iPhone, Microsoft CRM, Microsoft CRM Mobile, Microsoft Dynamics CRM, Mobile, Mobile App, MS CRM, Troubleshooting | Tagged , , | 2 Comments

Dynamics 365 App for Outlook together with Outlook App for iPad/iPhone is Awesome!


The latest Microsoft Dynamics 365 App for Outlook (from the December 2016 CRM Update, v8.2x) works pretty well.  It even integrates with the latest Microsoft Outlook App for iPad/iPhone (via the new Dynamics 365 Add-in) – to help track emails and interact with Dynamics 365 (CRM) records.  Now that is an awesome mobile solution!

To ensure that you are running the latest version – navigate to the Office 365 Outlook settings “Manage add-ins” section and then check that Dynamics 365 add-in is Version 8.2.0.0 or higher.

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To run the Microsoft Dynamics 365 Outlook App together with the latest Microsoft Outlook App for iPad/iPhone:

Install the Microsoft Outlook App for iPad/iPhone from App Store.  Link to setup Guide

Install the Microsoft Dynamics 365 for phones or for iPad from App Store.  Link to User’s Guide.

Sign-in to both Apps to ensure it is setup and running normally

Open an email from inbox or Sent folder via the Outlook App for iPad/iPhone >> Click on the Add-ins icon near the email header >> Select Dynamics 365 >> Click on the Track button >> Select the Regarding CRM Account or other entities if any

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Note: Currently even with the latest IOS 10.x there is no supported option to change the iPad/iPhone’s default Mail App so that clicking on any mail hyperlinks can open the Outlook App instead.  However – there is this unsupported IOS jailbreak option to change the default Mail App to Outlook App that you can check out (not recommended for production use).

I now use less and less of my laptop or tablet PC for my CRM tasks.  Also, I’ve been using the latest Outlook App since it was released a few weeks ago.  The default iPhone Mail app is still there as a back up if I ever needed (which is hardly these days).  The latest Outlook App for IOS works very well for all my Email/Calendar/Contact needs.

So my experience so far is that Dynamics 365 and Outlook Apps on my iPhone just works!  And it is an ALL OUT OF THE BOX solution.

 

Contact me if you need some Microsoft Dynamics 365 CRM/Sales assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc – Maximum User Adoption!

Posted in CRM On Premise, CRM Online, Dynamics 365, Dynamics 365 Outlook App, iOS, iPad, iPhone, Microsoft CRM, Microsoft CRM Mobile, Microsoft Dynamics CRM, Microsoft Outlook App, Mobile, MS CRM, Office 365 | Tagged , , , , , , , | 7 Comments