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

image

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

image

  • 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

Microsoft CRM App for Outlook – Online Only


With the release of Microsoft Dynamics CRM 2016 Update 0.1CRM App for Outlook is only available for CRM Online at this time.  We will be using Office 365 apps more and  more as we moved more to the cloud computing platform and using various mobile devices and less of our traditional client server toolset for our Microsoft CRM mobile needs. 

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Below is a screen shot from a Dynamics CRM 2016 Update 0.1 On Premise installation.  Notice the missing Dynamics CRM App for Outlook entry:

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

Frank Lee, Microsoft Dynamics CRM MVP San Francisco
Workopia, Inc. – Microsoft Dynamics CRM Keeping it Simple!

Posted in CRM 2016, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, Mobile, Office 365, Outlook Client, Tablet | Tagged , | Leave a comment

How to Get Company’s NAICS code into Microsoft CRM using InsideView


On a recent CRM project – we have to find a way to retrieve the North American Industrial Classification System (NAICS) code to sync with a CRM Account (Company) record using InsideView.  NAICS is similar to Standard Industrial Classification (SIC) but provides a greater level of detail about a firm’s activity than SIC codes.

Until now, InsideView Insights only has the option to “Sync” the Company’s SIC code but not the NAICS code.  Well, I’m happy to say that the option is now available via the new InsideView to Microsoft Dyanmics CRM Custom Field Mapping.  This new option supports both CRM Online and On-Premises.  Yay!

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Contact me if you need some Microsoft CRM or InsideView assistance.

Frank Lee, Microsoft Dynamics CRM MVP San Francisco
Workopia, Inc – Maximum User Adoption!

Posted in 3rd Party Addon, CRM 2011, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged | Leave a comment

How to Automatically Next Stage on Business Process Flow


Microsoft Dynamics CRM 2015 and CRM Online supports “Next Stage” action on the CRM Form’s current selected Business Process Flow (BPF) via JavaScript: Write scripts for business process flows

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Using JavaScript saves the Microsoft CRM users time from manually clicking on the “Next Stage” in order to advance to the next Stage.  It also checks if the stage advance conditions have been met before advancing.

Here is the detail reference: Xrm.Page.data.process (client-side reference)

Here is an example JavaScript that I would call from the CRM Form’s OnSave event:

function BPFMoveNext() {
   // Check if BPF is on current form
   if (Xrm.Page.getAttribute("processid") != null){
      Xrm.Page.data.process.moveNext();
   }
}

Note: “processid” is the BPF’s ID, we need to check for the “proccessid” otherwise it will generate an error if there is no BPF used on the CRM form.

 

Contact me if you are looking for Microsoft CRM design help.

Frank Lee, Microsoft CRM MVP, San Francisco
Workopia – Keeping up with the Cloud Innovations!

Posted in Business Process Flow, CRM 2015, CRM On Premise, CRM Online, JavaScript, Microsoft Dynamics CRM, MS CRM, San Francisco, Software Development Kit (SDK) | Tagged , , | Leave a comment

InsideView IE Settings for Microsoft CRM


InsideView Insights for Microsoft Dynamics CRM is one of the best sales and social intelligence solution available and I highly recommend it.  It is included at no additional charge with all Microsoft Dynamics CRM Online Professional and Enterprise licenses in the United States and Canada!

During a recent InsideView Microsoft CRM Outlook Client setup – I’d encountered the following error while trying to “Sync” the InsideView data with Microsoft CRM:  “Looks like we ran into an issue… There was a problem while connecting to InsideView…”image

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I was able to resolve the above error via the following Microsoft Internet Explorer (IE)  settings:

  • Add “https://my.insideview.com” to IE Trusted sites
  • Add “insideview.com” to IE Compatibility View
  • Add “insideview.com” to IE pop-ups exceptions

 

 

Contact me if you need help with your Microsoft CRM.

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

Posted in 3rd Party Addon, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, MS CRM, San Francisco | Tagged , | Leave a comment

Microsoft CRM 2015 Upgrade Requires CRM 2013 SP1


I’m currently working on a Microsoft Dynamics CRM 4.0 upgrade to Dynamics CRM 2015 project.  That is 3 versions upgrade (4.0 >> 2011 >> 2013 >> 2015).  A lot of folks asked me should they upgrade to 2013 or 2015 given that 2015 was just released – November 2014.  Unless there is something that only 2013 offers then I would go with 2015 in a HEART BEAT!

One thing to note during the upgrade process – the final upgrade to CRM 2015 requires the CRM 2013 organization to be updated with CRM 2013 Service Pack 1 otherwise you will receive the following message:

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The above message originated from our Microsoft CRM 2015 Upgrade Test environment where we had imported the CRM 2013 Organization to it.  I want to stress the importance of parallel upgrade test environments while keeping the CRM 4.0 Production environment intact.

 

 

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

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

Posted in CRM 2011, CRM 2013, CRM 2015, CRM On Premise, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0 | Tagged , | 3 Comments

InsideView works on Microsoft CRM 2015 On Premises


InsideView has one of the best customer insight and data quality solutions for Microsoft Dynamics CRM.  With last month’s general availability of Microsoft CRM 2015 – here is InsideView solution working within Microsoft Dynamics CRM 2015 On Premises (also works for CRM Online 2015):

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Contact me if you need some Microsoft CRM assistance.

Frank Lee, Microsoft CRM MVP San Francisco
Workopia – Maximum User Adoption!

Posted in 3rd Party Addon, CRM 2015, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged , | 1 Comment