How To Disable Unified Interface Only Setting in Dynamics 365


All current version Microsoft Dynamics 365 trials and environments are defaulted to the “Unified Interface Only” setting.  This is a good thing since Microsoft Dynamics 365 Unified Interface is here to stay and the previous “Legacy Web Client” interface is deprecated as of September 2019. 

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For certain situations where we need to run “Legacy Web Client” such as for testing existing setups – how do we enable our “Legacy Web Client” interface?

Firstly – the setting “Use Unified Interface only” is no longer listed under the Dynamics 365 Client’s Advanced Settings >> Administration >> System Settings >> General area

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So where did it go?

The “Use Unified Interface only” setting is now found in the Power Platform Admin center!

Here are the steps to navigate to this setting:

Open Power Platform Admin center >> click Environments >> select the Dynamics 365 environment >> click the Settings button >> click the Behavior setting >> disable or enable the “Use Unified Interface only” setting

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

Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley

Posted in Dynamics 365, Legacy Web Client, Power Platform, Unified Interface | Tagged , , , | Leave a comment

Microsoft Dynamics 365 v9.0 (on-premises) Downloads


Microsoft Dynamics 365 Server (no CAL limit) 90-day trial license keys:
KKNV2-4YYK8-D8HWD-GDRMW-29YTW

If you use a 90-day trial key, you can enter a valid commercial product key at any time during the trial period to continue to use the product.

Here is a list of the Dynamics 365 v9.0 (on-premises) Download URLs:

Dynamics 365 Server, version 9.0 (on-premises)
https://www.microsoft.com/en-us/download/details.aspx?id=57478

Microsoft Dynamics 365 On-Premise Cumulative Updates
https://support.microsoft.com/en-us/help/3142345/microsoft-dynamics-365-onpremise-cumulative-updates

Dynamics 365 for Outlook, version 9.0 (Outlook client)
https://www.microsoft.com/en-us/download/details.aspx?id=56972

Microsoft Dynamics for Outlook, version 9.0 Update 1.0
https://www.microsoft.com/en-us/download/details.aspx?id=58079

Dynamics 365, version 9.0 Email Router
https://www.microsoft.com/en-us/download/details.aspx?id=56974

Dynamics 365, version 9.0 Report Authoring Extension (with SQL Server Data Tools support)
https://www.microsoft.com/en-us/download/details.aspx?id=56973

Dynamics 365 for Customer Engagement, version 9.0 Language Packs
https://www.microsoft.com/en-us/download/details.aspx?id=56970

Dynamics 365 Customer Engagement (on-premises) version 9.x Software Development Kit (SDK)
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/download-dynamics-365-sdk-v9

Microsoft Dynamics 365 Customer Engagement (on-premises) Help, version 9
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/overview

PDF Link: Deploy and operate Dynamics 365 Customer Engagement (on-premises)

Administrator Guide for Dynamics 365 Customer Engagement (on-premises), version 9
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/overview

App making and customization overview for Dynamics 365 Customer Engagement (on-premises), version 9
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/overview

Developer Guide for Dynamics 365 Customer Engagement (on-premises), version 9
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/overview

Microsoft Learning Path for Customer Engagement

 

 

Microsoft Dynamics 365 Customer Engagement (on-premises) system requirements and required technologies

Supported web browsers and mobile devices

Microsoft Dynamics 365 for Outlook software requirements

 

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

Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley
Keeping up with the Cloud Innovations!

Posted in CRM On Premise, Dynamics 365, Language Pack MUI, Microsoft CRM Outlook Client, Outlook Client, Software Development Kit (SDK), Upgrade | Tagged , | Leave a comment

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!

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 | 2 Comments

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