Ampersand in Entity Name Causing Filter Lookup Field Error


During design testing for a Client: I had encountered the following error when trying to enter a value in a Filter Lookup field for search/entry with the latest Microsoft Dynamics 365 (CRM) Online (also observed in Dynamics CRM 2015):

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Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Xml.XmlException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #256F659DDetail:
<OrganizationServiceFault xmlns:i=”
http://www.w3.org/2001/XMLSchema-instance” xmlns=”http://schemas.microsoft.com/xrm/2011/Contracts”>
  <ActivityId>c94ea082-fdfa-429c-884f-b0d432b9bc5c</ActivityId>
  <ErrorCode>-2147220970</ErrorCode>
  <ErrorDetails xmlns:d2p1=”
http://schemas.datacontract.org/2004/07/System.Collections.Generic” />
  <Message>System.Xml.XmlException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #256F659D</Message>
  <Timestamp>2017-03-20T19:01:41.5723237Z</Timestamp>
  <ExceptionSource i:nil=”true” />
  <InnerFault i:nil=”true” />
  <OriginalException i:nil=”true” />
  <TraceText i:nil=”true” />
</OrganizationServiceFault>

Unfortunately, the above error is not much help.  After some trouble-shooting: the variable causing the issue was an ampersand “&” sign on one of the filtered condition values:

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Note: this ampersand “&” sign on one of the filtered condition values affects various field types including text field

Workarounds:

  • Wait for future bug fix
  • Update the value and remove any ampersand “&” sign
  • Setup another field to be used in the filtered.  The value in this field does NOT contain any ampersand “&” sign

 

 

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

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

Posted in CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, MS CRM, Troubleshooting | Tagged , | 2 Comments

Maximum Number of Active Business Process Flows


I had encountered the following error message during client testing today:

Too many active business process flows

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The Microsoft Dynamics 365 CRM default value for the maximum number of activated business process flows is 10 per entity as referenced in this MSDN link

This 10 per entity count applies to the Primary Entity associated with the activated Business Process Flow (BPF).  The same entity that are part of other BPF but not the primary DOES NOT include in this count.

Example: Out of the box “Lead to Opportunity Sales Process” consists of both the Lead and spans to the Opportunity entity.  The BPF’s primary entity is Lead – so the other entity “Opportunity” does not count toward the 10 active Opportunity BPF maximum count.

It is possible to change the maximum number value per this MSDN link:

You can specify a different value by using the Organization.MaximumActiveBusinessProcessFlowsAllowedPerEntity attribute.  However, if the value is greater than 10, you may see a decrease in your system’s performance when you switch processes or open a record that has an assigned business process flow. This may be especially noticeable if processes span multiple entities.

We could use SQL Server Management Studio to directly access the Microsoft CRM On Premises CRM Database Organization table to view and update the max value.  Or use the Dynamics CRM Organization Settings Editor (OrgDBOrgSettings) CodePlex solution that works on both Dynamics 365 Online or On Premises.

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More than 10 ACTIVE BPFs of the same primary entity!

 

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

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

Posted in Business Process Flow, CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | Leave a comment

Error Deleting an Account Record – Associated with Another Record


One of our customers wasn’t able to delete an inactive Dynamics 365 (CRM) Account record – received the following error message:

The record could not be deleted because of an association

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Log file:

<s:Envelope xmlns:s=”http://schemas.xmlsoap.org/soap/envelope/”><s:Body><s:Fault><faultcode>s:Client</faultcode><faultstring xmlns:xml=”http://www.w3.org/XML/1998/namespace” xml:lang=”en-US”>The object you tried to delete is associated with another object and cannot be deleted.</faultstring><detail><OrganizationServiceFault xmlns=”http://schemas.microsoft.com/xrm/2011/Contracts”><ActivityId>6e0cd8f8-71ef-4731-b277-3a3e8877b1db</ActivityId><ErrorCode>-2147220953</ErrorCode><ErrorDetails /><Message>The object you tried to delete is associated with another object and cannot be deleted.</Message><Timestamp>2017-02-25T04:20:38.7578308Z</Timestamp><ExceptionSource xmlns:i=”http://www.w3.org/2001/XMLSchema-instance” i:nil=”true” /><InnerFault><ActivityId>6e0cd8f8-71ef-4731-b277-3a3e8877b1db</ActivityId><ErrorCode>-2147220953</ErrorCode><ErrorDetails /><Message>The object you tried to delete is associated with another object and cannot be deleted.</Message><Timestamp>2017-02-25T04:20:38.7578308Z</Timestamp><ExceptionSource xmlns:i=”http://www.w3.org/2001/XMLSchema-instance” i:nil=”true” /><InnerFault xmlns:i=”http://www.w3.org/2001/XMLSchema-instance” i:nil=”true” /><OriginalException xmlns:i=”http://www.w3.org/2001/XMLSchema-instance” i:nil=”true” /><TraceText xmlns:i=”http://www.w3.org/2001/XMLSchema-instance” i:nil=”true” /></InnerFault><OriginalException xmlns:i=”http://www.w3.org/2001/XMLSchema-instance” i:nil=”true” /><TraceText xmlns:i=”http://www.w3.org/2001/XMLSchema-instance” i:nil=”true” /></OrganizationServiceFault></detail></s:Fault></s:Body></s:Envelope>

It turns out that the error was due to an Order record associated with the Account record.  To confirm this – we can check the customization setting for the Microsoft Dynamics CRM Account entity’s 1:N Relationship with the related Order entity.  Then check the Type of Behavior – which is Parental.

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When we open the details of this Parental setting – we can see that Delete is set to Restrict.

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The options to resolve this Account delete error are

  1. Disassociate the Order to the Account
  2. Delete the Order first before deleting the Account

 

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

Frank Lee, Microsoft Business Solutions MVP Sales/CRM San Francisco Bay Area
Workopia, Inc. – Microsoft CRM Keeping it Simple!

Posted in CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Troubleshooting | Tagged | Leave a comment

CRM On-Premises Data Encryption Error–Disable for Testing


 

I had encountered the following error while trying to update a CRM User’s Business Unit in a Dynamics CRM 2015 On-Premises TEST environment – it prevented me from making any updates to a CRM user:

Data Encryption error – There are encrypted fields in the organization database, but the data encryption feature isn’t activated…

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I then received the following error when trying to activate Data Encryption in the TEST environment:

Error – The HTTPS protocol is required for this type of request.

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Since this CRM TEST environment does not need HTTPS – here is a way to by-pass this error (NOT recommended for PRODUCTION CRM):

Referencing this article – ran the following SQL to disable SSL Checking for Encryption  via MS SQL Server Management Studio and then perform an IISRESET:

UPDATE [MSCRM_CONFIG].[dbo].[DeploymentProperties]
SET [BitColumn]=1
WHERE ColumnName=’DisableSSLCheckForEncryption’

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I then encountered two errors trying to activate Data Encryption:

1. The new encryption key does not meet the strong encryption key requirements – easy fix so instead of the value “test” – I set it to a value that would work

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2. Please select an account that is a member of the PrivUserGroup – another easy fix, added PrivUserGroup{GUID} membership to my CRM Login via Active Directory Users Console

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Finally success.  Issue solved – I can move on to my testing!

 

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

Frank Lee, Dynamics 365 Business Solutions MVP Sales/CRM San Francisco
Workopia, Inc – Maximum User Adoption!

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

Microsoft Dynamics CRM 2016 + Dynamics 365 (CRM December 2016 Update) Downloads


90-day trial keys:

  • Microsoft Dynamics CRM Workgroup Server 2016 (5 CAL limit):
    D8W6N-FJXJF-CC3TK-6CMGV-VVBH9

  • Microsoft ynamics CRM Server 2016 (no CAL limit):
    WCPQN-33442-VH2RQ-M4RKF-GXYH4

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 Microsoft CRM 2016 Downloads URLs:

Microsoft Dynamics CRM Server 2016
https://www.microsoft.com/en-us/download/details.aspx?id=50372

Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client)
https://www.microsoft.com/en-us/download/details.aspx?id=50370

Microsoft Dynamics CRM 2016 Email Router
https://www.microsoft.com/en-us/download/details.aspx?id=50373

Microsoft Dynamics CRM 2016 Report Authoring Extension (with SQL Server Data Tools support)
https://www.microsoft.com/en-us/download/details.aspx?id=50375

Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)
https://www.microsoft.com/en-us/download/details.aspx?id=50374

Microsoft Dynamics CRM 2016 Language Packs
https://www.microsoft.com/en-us/download/details.aspx?id=50371

Microsoft Dynamics 365 Implementation Guide for on-premises and online
https://www.microsoft.com/en-us/download/details.aspx?id=50039

Microsoft Dynamics 365 Software Development Kit (SDK)https://www.microsoft.com/en-us/download/details.aspx?id=50032

Unified Service Desk for Microsoft Dynamics
https://www.microsoft.com/en-us/download/details.aspx?id=50355

December 2016 Update for Dynamics 365
https://www.microsoft.com/en-us/download/details.aspx?id=54515

 

Compatibility with Microsoft Dynamics CRM 2016

Microsoft Dynamics 365 system requirements and required technologies

Microsoft Dynamics 365 Roadmap

Microsoft Dynamics 365 for Sales – User’s Guide
Microsoft Dynamics 365 for Customer Service – User’s Guide
Microsoft Dynamics 365 for Field Service – User’s Guide
Microsoft Dynamics 365 for Project Service Automation – User’s Guide

 

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

Frank Lee, Microsoft Business Solutions MVP Sales/CRM San Francisco
Workopia, Inc. – Microsoft CRM Keeping it Simple!

Posted in BIDS Report Authoring Extension, CRM 2016, CRM On Premise, CRM Online, Dynamics 365, E-mail Router, Implementation Guide, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged | Leave a comment

How To: Delete a CRM Business Unit


CRM Business Units (except for the root Business Unit) can be deleted since CRM 2011.

A Business Unit can be deleted only after it is disabled.  All related records such users, child business units, teams, facilities/equipment, resource groups, etc. to the business unit need to be removed or unassociated (assigned to another business unit) in order for the business unit to be removed from CRM.

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There is a very useful out of the box Action available under the Business Unit record – “Reassign Records” that saves time:

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A note regarding “The default business unit team cannot be deleted” – Every business unit has a default team (created automatically) and cannot be deleted.

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There is no need to first delete the default team because the default team will be AUTOMATICALLY deleted when the associated business unit is deleted.

A good practice is to use the CRM Advanced Find to search/review for all the Teams associated with the to be deleted Business Unit that are not the default team.  Here is an Advanced Find example:  “TEST” is the Business Unit to be deleted

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Final note: Unless there is a very good reason to delete existing CRM Business Units that have been in use – I would recommend rename and then disable them to save analysis/preparation time and minimize impact to production operation.  You still have the option to delete them in the future if needed.

 

 

Contact me if you are looking for Microsoft Dynamics 365 CRM design and implementation help.

Frank Lee, Microsoft Business Solution MVP (Dynamics 365 CRM), San Francisco
Workopia, Inc. – Keeping up with the Cloud Innovations!

Posted in CRM 2011, CRM 2013, CRM 2015, CRM 2016, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | Leave a comment

How to Resolve SQL Server Error on a Microsoft CRM 2015 Rollup field Delete


I had encountered the following SQL Server Error when trying to delete a Microsoft Dynamics CRM 2015 rollup field.  This is deleting the actual rollup field from the entity and not simply removing the field from a form or view – also it is cleared of any dependency.image

<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1=”http://schemas.datacontract.org/2004/07/System.Collections.Generic” />
<Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #DFcA6B5C</Message>
<Timestamp>2016-04-280T18:23:59.7377283Z</Timestamp>
<InnerFault>
  <ErrorCode>-2147220970</ErrorCode>

 

How to Resolve:

  • Open the rollup field definition

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  • Change the Rollup Field’s Aggregation field to another field

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  • Save and Close
  • Delete
    Note: After the Delete is done – the Field definition still display.  OK to close it and if you refresh the list of fields – this rollup field is deleted

 

 

Contact me if you need help with your Microsoft Dynamics CRM.

Frank Lee, Microsoft Dynamics CRM MVP since 2006
Workopia, Inc. – Microsoft Dynamics CRM Specialist, San Francisco

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