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!

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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 , , , , , , , | 3 Comments

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