Refreshing Test Environment of CRM database from production

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - CRM 4.0 SDK Web Services, 401 Authentication Issues I'm trying to use the SDK to develop some custom pages that will be used as Iframes in CRM 4.0. My code to connect to the Web Service is as follows: CrmService myservice = new CrmService(); myservice.Credentials = System.Net.CredentialCache.DefaultCredentials; CrmAuthenticationToken token = new CrmAuthenticationToken(); myservice.CrmAuthenticationTokenValue = token; token.OrganizationName = this.Request.QueryString["orgname"]; token.AuthenticationType = 0; The code runs great on my local development machine, but when I deploy it to the production box, I begin hitting "The request failed with HTTP status 401: Unauthorized." errors. I've added <identity impersonate="true" /> to my web.config. When "userName" and "password" for the identity are explicitly set, everything works great on production. So I think that somewhere along the call to the production box, my windows credentials are getting lost? Is there any particular settings I have to make in IIS to have my windows credentials passed along correctly? Thanks. Tag: Refreshing Test Environment of CRM database from production Tag: 96962
  - 2
    - Importing Customizations and Workflows from 3.0 Hi, I've exported some customizations and workflows from CRM 3.0 and want to import to CRM 4.0. I'm trying at the CRM 4.0 interface but it's saying "Either the file could not be uploaded, or this is not a valid Customization file." How should I do that? It isn't possible? tks, Alex Tag: Refreshing Test Environment of CRM database from production Tag: 96960
  - 3
    - Some offline data missing I have a CRM 3.0 installation with rollup #2 applied and I have a remote user with the laptop client installed that is experiencing a difference with what data he sees online versus online. for example, looking at the activity history for a given account, while online, he sees a total of 10 entries and while offline only sees 6. I have checked and he obviously has ownership of the account as well as the activites and searched Microsoft's hotfix page for possible solutions and haven't found any as of yet. Any ideas? Tag: Refreshing Test Environment of CRM database from production Tag: 96951
  - 4
    - CRM 4.0 / Outlook 2003 Synchronization If you set up synchronization and have contacts, accounts, emails tracked, tasks, etc synchronized with CRM, then delete the CRM data and reload, what will happen to the synchronization? We have an environment that was used for training, and want to delete all the data and reload and wonder what issues might occur with a users outlook when the data that was synchronized was deleted, then reinstalled. Will they be able to resynch and retrack their information or will there be issues? Tag: Refreshing Test Environment of CRM database from production Tag: 96943
  - 5
    - Do You Know If She Is Cheating? We hear that some women say that their men are cheating them from time to time. Sometimes they are right that their men are really cheating them. However, the fact is that they will be wrong most of the time. There are even men complaining that their ladies keep accusing them of cheating but in fact they are not. The interesting question is that: Do women also cheat men? http://www.articlesofinformation.com/Category/Dating/146 Tag: Refreshing Test Environment of CRM database from production Tag: 96939
  - 6
    - Can CRM 4.0 professional run on Windows SBS 2003? CRM 3.0 shipped in two flavours: CRM 3.0 for Small Business Server, and CRM 3.0 professional. Apparently, CRM 4.0 doesn't come in a "for Small Business Server". Instead, it ships as "professional" and "enterpriese" editions. Has anyone tried running CRM 4.0 on Windows Small Business Server 2003? Andy Tag: Refreshing Test Environment of CRM database from production Tag: 96938
  - 7
    - CRM 3 Syncronization Mess A new user in CRM. I imported his 500 contacts that were in Outlook to CRM. I setup the sync for contacts and it then duplicated EVERY contact from CRM into Outlook contacts. I then had to delete everything from outlook. I then tried to sync the contacts that were in CRM to Outlook, but nothing would sync. I modified the local data setting to sync contacts "owned by me" and nothing would sync. My contacts in CRM sync fine to my Outlook contacts with no issue. Since Outlook's contacts has a company name field and CRM's does not (HUGE HUGE PAIN MICROSOFT), I have had to use the Department field in CRM as the company name. 1) Why do my new CRM contacts sync to OUtlook and his do not when our sync settings are identical? 2) Why is it adding all the contacts when they already exist in Outlook? The sync only seems to work when all the contacts exist in Outlook, but it adds new ones, instead of updating the existing one. Once we sync'd once on this person's outlook, all his contacts then got deleted off of his blackberry (Blackberry Enterprise sync's from the user's local contacts). Tag: Refreshing Test Environment of CRM database from production Tag: 96936
  - 8
    - Direct Link to CRM Case in Email Template All, Is there any way to give a direct link to CRM Case in Email Template. looking forward to hearing from you all asap. Regards, SAB. Tag: Refreshing Test Environment of CRM database from production Tag: 96934
  - 9
    - CRM3 - Hyperlink in Note ? I'd like to be able to enter a URL in a Note, and have it be 'clickable'. Within CRM 3, I can't find a way to do this. Does anyone know how this can be accomplished? Thanks, Steve -- Using Opera's revolutionary e-mail client: http://www.opera.com/mail/ Tag: Refreshing Test Environment of CRM database from production Tag: 96933
  - 10
    - Email I can't any emails. It comes up incorrect host. What does that mean and how do I find the correct one? -- TC Tag: Refreshing Test Environment of CRM database from production Tag: 96932
  - 11
    - CRM 3.0 Login Problems Some specific users are constantly getting prompted for CRM login in Outlook. We are using desktop client (online) online. This happens randomly. We have CRM 3.0 with rollup update 2 and IE7. We have also applied this fix http://support.microsoft.com/default.aspx/kb/934243/en-us. Also added the crm site to local intranet zone. Please help. Thanks. Tag: Refreshing Test Environment of CRM database from production Tag: 96927
  - 12
    - CRM 4.0 Display content of custom entity throws exception. The following errorreport is shown on a display request for a custom entrity: http://perfectv-mcjywm:5555/GemeenteRommeldam/_root/homepage.aspx?etc=10036 Microsoft CRM Error Report: Error Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Error Details: Exception of type 'System.Web.HttpUnhandledException' was thrown. Full Stack: [FormatException: Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).] at System.Guid..ctor(String g) at Microsoft.Crm.Application.Controls.AppGrid.set_ViewId(String value) at Microsoft.Crm.Web.EntityHomePage.ConfigurePage() at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e) at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) [HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.] at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext context) at System.Web.UI.Page.ProcessRequest(HttpContext context) at ASP.gemeenterommeldam__root_homepage_aspx.ProcessRequest(HttpContext context) at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Other Message: Error Number: Source File: Not available Line Number: Not available Date: 02-29-2008 Time: 15:45:38 Server: perfectv-mcjywm Request URL: http://perfectv-mcjywm:5555/GemeenteRommeldam/_root/homepage.aspx?etc=10036 What's wrong? Mari Tag: Refreshing Test Environment of CRM database from production Tag: 96925
  - 13
    - user unable to see global email templates Can a user in some business unit use email templates ('global' or organization wide, entity related), even if these were made by someone in another business unit ? Our Account Managers (BU Sales) can view all email templates (except the personal ones belonging to other users), but they can only use the ones made by someone in their BU. When they do Actions/Add/Activty/Email/Insert Templates/Regarding Object <select opp>/OK they should see the Global Templates and the Opportunity templates, but they only see the ones of their own BU, no global templates made by users of other BU's Their Security Role allows them to do anything (green) with Opportunities except Delete and Share and alows them to do anything with Email Templates except create, delete and assign, which are BU restricted (half yellow) Tag: Refreshing Test Environment of CRM database from production Tag: 96923
  - 14
    - Open and close an account record creates "changes"? When I open and then close an Account record (in Web Client and Outlook Client of CRM) without changing anything, it still gives me the error "Are you sure you want to navigate from this page? Your changes have not been saved ... etc.." What can be the reason for this? We might have some workflows and/or coding on the Acount entity, but nothing unsupported or anything complicated..? Tag: Refreshing Test Environment of CRM database from production Tag: 96922
  - 15
    - Loglevel for Emailrouter in CRM 4? Hi all, which entries in registry do I have to change for the emailrouter in crm 4 to increase to the loglevel 4? Thank you Peter Widmer Tag: Refreshing Test Environment of CRM database from production Tag: 96917
  - 16
    - Service Levels Does anyone know if it is possible to add service levels to CRM 4.0? I can see the atrribute "contractservicelevelcodes" under the "contract template" customizable entity but it won't let me add or edit it. I have system admin rights. Am I doing something wrong? Any help appreciated. Steve Wright BMS Digital Solutions Ltd Tag: Refreshing Test Environment of CRM database from production Tag: 96914
  - 17
    - SSRS, Sharepoint and CRM 4.0. I've installed SSRS in native mode, installed CRM 4.0 and the CRM 4.0 Reporting. This installed all the reports into the native reportserver database. Now after installing Sharepoint some month later I learned that the SSRS cannot be in native mode and I need to create a new reportserver database. If I do this I loose all the reports belonging to CRM 4.0, which resides in the old reports database. Can I uninstall the CRM 4.0 Reports and then reinstall after adding the ned reports database ? Or any other solution ? Kay Tag: Refreshing Test Environment of CRM database from production Tag: 96900
  - 18
    - issue sending direct E-Mail I am not able to send direct emails from our CRM 3.0 deployment. - We use an SMTP service - Sending email for a spceific account works fine. But sending "Direct email" for a bunch of selected accounts does not work. I do not see any error messages, but nothing ever happens. - I verified that the bulk email service is up and running. Any help would be greatly appreciated Tag: Refreshing Test Environment of CRM database from production Tag: 96879
  - 19
    - Lookup / Search Address from Contact Form It would be useful if, when creating or editing a contact that has a parent record, you could select one of the addresses that is linked to the parent record as the main address for this contact. Ideally it wouldn't default to the main address of the parent, but instead give an option of which address to link to when creating a contact that is linked to an account. This would be similar functionality to that which is found in the quotes/orders area. -- Kev ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=84c134b9-16ef-49c2-b9ff-2491db0a16eb&dg=microsoft.public.crm Tag: Refreshing Test Environment of CRM database from production Tag: 96877
  - 20
    - Prevent users from modifying local data groups It would be useful if there was a security option to prevent users from modifying their local data groups for offline synchronisation. In these situations it would be generally a system administrator who would set up the local data groups. -- Kev ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=5c880ccb-0ee5-40cc-865a-00d43acf3cf4&dg=microsoft.public.crm Tag: Refreshing Test Environment of CRM database from production Tag: 96876
  - 21
    - Centrally manage local data groups for synchronisation It should be possible to centrally manage local data groups for teams of users through the CRM interface. -- Kev ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=ae3bf97a-a230-401e-a21a-127f3e0aa4ff&dg=microsoft.public.crm Tag: Refreshing Test Environment of CRM database from production Tag: 96875
  - 22
    - Connecting existing data I'm in the beginning stages of finding the right CRM product for us. The big determining factor is the opportunity to import in existing data from an access database. Will Microsoft CRM do this? How friendly is it to manipulate once I have it imported? -- Thanks, Dale Tag: Refreshing Test Environment of CRM database from production Tag: 96874
  - 23
    - CRM Email Tracking Troubleshooting/Logging Can anyone shed any light on how to troubleshoot email tracking issues in CRM. We have several users who have no issues and others who have to manually resolve every reply they receive to a valid contact in CRM. I see this is a heavily asked question here in 1 form or another so my question is what steps can we take to see what is going on and how to solve this? What would be great/ideal: When you click â??Track in Crmâ?? in Outlook a log entry is created in CRM somewhere such as Stage 1. Tracking record attempted to be created â?? matching token used (email address: bgates@microsoft.com). Stage 2 (Success): Matching token found (Contact: Bill Gates bgates@microsoft.com) Stage 2 (fail): Matching token not found (Checked Contact and Account tables for matching email â?? no match found). Contact must be manually resolved to correct record. If this information was stored in the database or a log file somewhere that we could review and see what the issue is this would really help resolve this. Maybe this info is logged somewhere and if so please direct us to how to find it or enable it for troubleshooting and resolution of this important issue. Tag: Refreshing Test Environment of CRM database from production Tag: 96873
  - 24
    - Users can give themselves any roles I've got a custom role that has read only (user only) access to user settings. This user role does not have assign role privilege. However, If I go to personalize workplace on the general tab I can click on "view your user profile here" and once on the user screen I can give myself any role I want, which is obviously not good at all Is this a CRM problem? I would remove personalize workplace from the sitemap if I knew how, but I already posted and nobody seemed to know Any ideas? TIA Tag: Refreshing Test Environment of CRM database from production Tag: 96868
  - 25
    - CRM 4 and SQL upgrade I have a CRM 3 installation on a SQL 2000 box which is also the CRM app server. Planning for the CRM 4 upgrade, I have a new physical server with SQL 2005 installed. What is my most efficient upgrade path? Tag: Refreshing Test Environment of CRM database from production Tag: 96865
- Next
  - 1
    - Error when doing several accesses to CRM at the same time Hello, I'm running an application that has to import several contacts from a ERP into MS CRM 3.0. I call CRM's Web Services in order to do so, and then, since I do that with a user from my root BU, I have to share the entity with other businessunits (via WS aswell) for them to have access to it. Everything works fine.... Except when my importer has several threads working, when it does, sometimes (looks random) crm internally crashes (thats what I found after debugging) sometimes when trying to share, others when trying to create. I once had this problem, tried to solve it and when I tried to have SQL Server (2005), Shared Memory disabled, everything was better and I wouldn't get the error. Now, after 3 month, even with Shared Memory disabled, I started getting the error, much more often. Does it have anything to do with simultaneous accesses to CRM (or CRM->SQL ?!?). Anyone has any clue about how to solve it, or any other ideas? Thanks in advance. The errors are (from the CRM log): [2008-02-28 14:58:34.0] Process: w3wp |Thread: 1768 |Category: Exception |User: be291a40-4c98-dc11-8e01-001422151b1c |Level: Error | CrmSoapExtension.GetCrmException at CrmSoapExtension.GetCrmException(Exception exception) at CrmSoapExtension.GetCrmException(Exception exception) at CrmSoapExtension.GetCrmException(Exception exception) at CrmSoapExtension.GetCrmException(Exception exception) at CrmSoapExtension.ProcessMessage(SoapMessage message) at SoapMessage.RunExtensions(SoapExtension[] extensions) at SoapServerProtocol.WriteException(Exception e, Stream outputStream) at WebServiceHandler.WriteException(Exception e) at WebServiceHandler.Invoke() at WebServiceHandler.CoreProcessRequest() at SyncSessionlessHandler.ProcessRequest(HttpContext context) at CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) at HttpApplication.ResumeSteps(Exception error) at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData) at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr) at HttpRuntime.ProcessRequest(HttpWorkerRequest wr) at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType) >Crm Exception: Message: , ErrorCode: -2147204784, InnerException: System.Runtime.InteropServices.COMException (0x80044150): Cannot drop the table '#CascadeCollect', because it does not exist or you do not have permission. at Microsoft.Crm.Platform.ComProxy.CRMContactClass.GrantAccess(CUserAuth& Caller, String ContactId, UInt32 Rights, CSecurityPrincipal& Grantee) [2008-02-28 14:58:34.0] Process: w3wp |Thread: 1768 |Category: Platform |User: be291a40-4c98-dc11-8e01-001422151b1c |Level: Error | CrmSoapExtension.ProcessMessage >CrmSoapExtension detected CrmException: System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Runtime.InteropServices.COMException (0x80044150): Cannot drop the table '#CascadeCollect', because it does not exist or you do not have permission. at Microsoft.Crm.Platform.ComProxy.CRMContactClass.GrantAccess(CUserAuth& Caller, String ContactId, UInt32 Rights, CSecurityPrincipal& Grantee) --- End of inner exception stack trace --- at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.ExecuteInternal(Object comProvider, String method, Object[] methodParameters) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.GrantAccess(BusinessEntityMoniker moniker, PrincipalAccess principalAccess, ExecutionContext context) --- End of inner exception stack trace --- at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at System.Web.Services.Protocols.LogicalMethodInfo.Invoke(Object target, Object[] values) at Microsoft.Crm.Sdk.MethodDescription.ExecuteInterface(Object methodImplementation, Object[] inputParameters) at Microsoft.Crm.Sdk.Request.Process() at Microsoft.Crm.WebServices.CrmService.Execute(Request request) --- End of inner exception stack trace --- Tag: Refreshing Test Environment of CRM database from production Tag: 96864
  - 2
    - Error inside CRM While Granting Access Hello, I'm running an application that has to import several contacts from a ERP into MS CRM 3.0. I call CRM's Web Services in order to do so, and then, since I do that with a user from my root BU, I have to share the entity with other businessunits (via WS aswell) for them to have access to it. Everything works fine.... Except when my importer has several threads working, when it does, sometimes (looks random) crm internally crashes (thats what I found after debugging) sometimes when trying to share, others when trying to create. I once had this problem, tried to solve it and when I tried to have SQL Server (2005), Shared Memory disabled, everything was better and I wouldn't get the error. Now, after 3 month, even with Shared Memory disabled, I started getting the error, much more often. Does it have anything to do with simultaneous accesses to CRM (or CRM- >SQL ?!?). Anyone has any clue about how to solve it, or any other ideas? Thanks in advance. The errors are (from the CRM log): [2008-02-28 14:58:34.0] Process: w3wp |Thread: 1768 |Category: Exception |User: be291a40-4c98-dc11-8e01-001422151b1c |Level: Error | CrmSoapExtension.GetCrmException at CrmSoapExtension.GetCrmException(Exception exception) at CrmSoapExtension.GetCrmException(Exception exception) at CrmSoapExtension.GetCrmException(Exception exception) at CrmSoapExtension.GetCrmException(Exception exception) at CrmSoapExtension.ProcessMessage(SoapMessage message) at SoapMessage.RunExtensions(SoapExtension[] extensions) at SoapServerProtocol.WriteException(Exception e, Stream outputStream) at WebServiceHandler.WriteException(Exception e) at WebServiceHandler.Invoke() at WebServiceHandler.CoreProcessRequest() at SyncSessionlessHandler.ProcessRequest(HttpContext context) at CallHandlerExecutionStep.System.Web.HttpApplication +IExecutionStep.Execute() at HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) at HttpApplication.ResumeSteps(Exception error) at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData) at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr) at HttpRuntime.ProcessRequest(HttpWorkerRequest wr) at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType) >Crm Exception: Message: , ErrorCode: -2147204784, InnerException: System.Runtime.InteropServices.COMException (0x80044150): Cannot drop the table '#CascadeCollect', because it does not exist or you do not have permission. at Microsoft.Crm.Platform.ComProxy.CRMContactClass.GrantAccess(CUserAuth& Caller, String ContactId, UInt32 Rights, CSecurityPrincipal& Grantee) [2008-02-28 14:58:34.0] Process: w3wp |Thread: 1768 |Category: Platform |User: be291a40-4c98-dc11-8e01-001422151b1c |Level: Error | CrmSoapExtension.ProcessMessage >CrmSoapExtension detected CrmException: System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Runtime.InteropServices.COMException (0x80044150): Cannot drop the table '#CascadeCollect', because it does not exist or you do not have permission. at Microsoft.Crm.Platform.ComProxy.CRMContactClass.GrantAccess(CUserAuth& Caller, String ContactId, UInt32 Rights, CSecurityPrincipal& Grantee) --- End of inner exception stack trace --- at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.ExecuteInternal(Object comProvider, String method, Object[] methodParameters) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.GrantAccess(BusinessEntityMoniker moniker, PrincipalAccess principalAccess, ExecutionContext context) --- End of inner exception stack trace --- at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at System.Web.Services.Protocols.LogicalMethodInfo.Invoke(Object target, Object[] values) at Microsoft.Crm.Sdk.MethodDescription.ExecuteInterface(Object methodImplementation, Object[] inputParameters) at Microsoft.Crm.Sdk.Request.Process() at Microsoft.Crm.WebServices.CrmService.Execute(Request request) --- End of inner exception stack trace --- Tag: Refreshing Test Environment of CRM database from production Tag: 96863
  - 3
    - Sharing contacts between business units We have 2 groups of users assigned to 2 business units, within the same parent unit. We need Group 1 in BU 1 to see Group 2's contacts for marketing. Group 2 does not need to see Group 1's. I was trying to do this with a security role marking the read on the parent, but it's not working, so I want to go the share route. However, when user in BU 2 creates a contact, then try to share, the team setup in BU 1 is not visible. How does a user share contacts between business units? Tag: Refreshing Test Environment of CRM database from production Tag: 96862
  - 4
    - Workflow - Why not generate Quote Products? The new workflow engine is great, but cannot create quote product entities. Am I missing something or is there a reason this cannot be? The "Kit" functionality isn't the ideal solution for the scenario, and would like to activate a workflow to fill a quote with pre-determined quote products. Another solution would be for "kit" to show all "kit products" somehow when a quote is printed out / mail merged, but don't think this is possible. Thank you, Van Tag: Refreshing Test Environment of CRM database from production Tag: 96861
  - 5
    - How to tell if 3.0 emaill router is installed How can you tell if the email router is installed? Running Exchange 2003 and Server 2003. Can't email from CRM and can't find registry entry on echange server. thanks! Tag: Refreshing Test Environment of CRM database from production Tag: 96860
  - 6
    - CRM 3 SO slow after applying update rollup 2 We have been using CRM 3 for over a year. I found it to be slow, but we lived with it. I applied UR 2 to our CRM server. I open the CRM client to our contact list (we only have 4500 contacts in total) and it takes 4 minutes til the first 250 contacts are displayed. UR 2 cannot be uninstalled. WhY does this make things worse instead of better? We barely have any data in CRM (database is only 230mb) so why is it soooooooo slow?! Tag: Refreshing Test Environment of CRM database from production Tag: 96859
  - 7
    - Dynamics 4.0 and MSCRMimport tool authentication issue Hi, I have a need to export data from my CRM app and import it into our development version - MS recently released their MSCRMimport tool which would allow me to do this, but I can't get it to connect to MS CRM 4.0 at all. I input the crm server (http://crmserver/), and the AD name, username and password (my own, as I am a systems admin for CRM), and the org name (our company name), but all I get back is a '401 Unauthorised' error message. I am running this on a remote XP machine, and not the crm server itself - should I be doing that? Or is there something I must enable in the CRM app itself? Cheers Richard Tag: Refreshing Test Environment of CRM database from production Tag: 96858
  - 8
    - Case & Reply EMail When a case is created I'd like CRM 4 to send an email using workflow to a particular email address and when this person has replied to the email using outlook(this person is not a crm user) I'd like for the reply to go into the history of the case. What do I need to do to set this up? Thanks Ray. Tag: Refreshing Test Environment of CRM database from production Tag: 96847
  - 9
    - Mailmerge & Case I am trying to use the mailmerge facility with information i have in a case. It doesn't seem that Microsoft have put this option into version 4. They have included mailmerge for account/contact etc but not for cases. What options have I? Do I have to buy a 3rd party product or develop it myself? Any help would be appreciated. Thanks Ray Tag: Refreshing Test Environment of CRM database from production Tag: 96846
  - 10
    - CRM 4.0 Maximum Attachment file size Hello, How do I increase the maximum attachment file size to more than 8MB? In the system parameters, when i try a higher limit i get an error message saying i must enter a number between 0 and 8192. In CRM 3.0 we currently have a limit of 30MB. We are in the process of upgrading to CRM 4.0 and I am unable to put the same limit. Is it possible to put a higher value than 8192? Thank you, JF Tag: Refreshing Test Environment of CRM database from production Tag: 96838
  - 11
    - CRM Throws Exception when trying to add report When I try to add a newly written report to CRM it gives me a really strange error. I'm hoping someone can help me figure out what the cause of the error is. I've tried adding the report to a new project, changing datasources, renaming, everything I can think of, but I'm still getting an error when trying to add. I can add other reports to the system successfully just not this new one. Thanks for your help! Steve Here's the error: Server Error in '/' Application. -------------------------------------------------------------------------------- Object reference not set to an instance of an object. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.NullReferenceException: Object reference not set to an instance of an object. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [NullReferenceException: Object reference not set to an instance of an object.] Microsoft.Crm.Reporting.SRSReport.convertDataSource(CrmContext context) +115 Microsoft.Crm.Reporting.SRSReport..ctor(String name, String description, String xmlContent, String showin, String relatedentity, String category, CrmContext context, String filename, String origFilter) +136 Microsoft.Crm.Reports.ReportCache.CreateSRSReport(String name, String description, String template, String showin, String relatedEntity, String category, String filename, Boolean isNewReport, String defaultFilter) +100 Microsoft.Crm.Reports.ReportCache.UpdateSRSReport(String id, String name, String description, String template, String showin, String relatedEntity, String category, String filename) +97 Microsoft.Crm.Application.Platform.Report.UpdateReport(String id, String xml) +662 Microsoft.Crm.Application.Platform.Report.InternalUpdateAndRetrieve(String id, String xml, String columnSet) +18 Microsoft.Crm.Application.Platform.Entity.UpdateAndRetrieve(String columnSet) +177 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +381 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57 Microsoft.Crm.Application.Forms.EndUserForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Tools.ReportProperty.ReportPropertyPage.ConfigureForm() +202 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +29 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Microsoft CRM Application Error Report: Error Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Error Details: Exception of type System.Web.HttpUnhandledException was thrown. Error Number: Source File: Not available Line Number: Not available Date: 02-27-2008 Time: 12:34:54 Type: Application Error (2) Server: fortitude Request URL: http://fortitude/CRMReports/reportproperty.aspx?id={728c7c45-5ae1-4d4b-9438-9ff4bd20a90e} Tag: Refreshing Test Environment of CRM database from production Tag: 96835
  - 12
    - Dynamics CRM connector to GP Does anyone have an update on when Microsoft will release a connector to GP 10. My project is on hold while I wait for this. I, like many other CRM customers am displeased that Microsoft cannot release integration between their own products at launch. Tag: Refreshing Test Environment of CRM database from production Tag: 96834
  - 13
    - CRM 4.0 Improting Customizations hangs Hello. I'm having a recurring problem. I'm running two identical VPCs of CRM 4.0 RTM. When I export customizations from one VPC and then try to import these into the other, the import hangs. SQL is taking 95+ processor. Is there any know issues around this area of the system, as struggling to locate a cause? Thanks Bob. Tag: Refreshing Test Environment of CRM database from production Tag: 96833
  - 14
    - Outlook crashes irregular Hi, we use Office 2007 with CRM 3.0 Client Integration on a Windows 2003 Terminal Server. Now we have the problem, that only one user have a problem with Outlook 2007, which crashes irregular by the time. All the other users have got no problem with the CRM Integration or Outlook 2007 Source: MSCRMAddin EventID: 5971 Description: A problem occurred initializing Microsoft CRM COM interop. Restart Microsoft CRM and try again. HR=0x80131509. Context=. Function=CAddin::PrepareInterop. Line=1599. Source: Microsoft Office 12 EventID: 1000 Description: Faulting application outlook.exe, version 12.0.6023.5000, stamp 46574050, faulting module crmaddin.dll, version 3.0.5300.1361, stamp 4587dee0, debug? 0, fault address 0x000b1387. I don't know where the problem is. i search many sites, but no solution. Maybe someone here could give me a hint, how to solve this problem. Greetings Alexander Musiol Tag: Refreshing Test Environment of CRM database from production Tag: 96832
  - 15
    - BCM History Import? I was SO hoping that the 4.0 DM wizard would handle Business Contact manager history, but no such luck. Guess I'll have to create my own data map. Has anyone done this? (and would be willing to share?) -- Thanx Grizz Tag: Refreshing Test Environment of CRM database from production Tag: 96831
  - 16
    - Help needed with Campaign Response I'm having trouble importing campaign responses from .csv. Under bulk imports I'm receiving error that "Data in row did not match the import type". All I'm importing is the Parent Campaign and the subject according to documentation found here http://www.microsoft.com/dynamics/crm/using/marketing/emailcampresp.mspx Can someone tell me what i'm doing wrong? Thanks Tag: Refreshing Test Environment of CRM database from production Tag: 96827
  - 17
    - Message tracking in CRM 3.0 Hi I have contacts in crm that have 2 E-mail address and tracking only works for primary address, is it possible to track secondary email addresses Tag: Refreshing Test Environment of CRM database from production Tag: 96824
  - 18
    - CRM must accept service activities larger than employee work hours When we try to search employee's available time for a service activity with a duration that is larger than the employee's work hours, CRM can't find available people, even if there is no activities scheduled for that employee. For sample: You have an activity with 24 hours of duration. An employee that works 8 hours per day, can accept that activity and execute it in 3 working days. So if my employee have 24 hours sequentially available, but distributed between his regular working time, than I can schedule that activity for him. My suggestion is that Microsoft includes a check-box "This service activity can be spplited among sequential working days.". The object model must also include a property with that feature, so we can do it programmatically. This will be extremely helpful, as we will not be limited to schedule just service actiivity that fits in one day. Right now, there are dirty workarounds for this, like creating one service activity per day to simulate that approach. arghh! ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=ea16b9c5-6976-48c4-b6bb-4a38fa0ddd4a&dg=microsoft.public.crm Tag: Refreshing Test Environment of CRM database from production Tag: 96823
  - 19
    - Workflow share record Sharing records with a Team or with single CRM users is a nice functionality. But what I'm missing is the possibility to automatically trigger sharing, for instance using workflow. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=315b71ed-5d3d-43f2-a7da-fb1b6735c7ae&dg=microsoft.public.crm Tag: Refreshing Test Environment of CRM database from production Tag: 96820
  - 20
    - Dynamics Crm 4.0 Plug In : Accessing custom fields Hi everybody; I retrieved crm fields with this code. But I want to retrieve custom fields like ["new_name"] I can retrieve custom fields with Crm Web Service but Crm Service hasnt got IPlugin Class. Please help me using System; using System.Collections.Generic; using System.Text; using System.Configuration; using System.Data; using System.Data.SqlClient; using Microsoft.Crm.Sdk; using Microsoft.Crm.SdkTypeProxy; //using Firma.CrmService; //using Firma.CrmServiceDiscovery; namespace Firma { public class Firma : IPlugin { public void Execute(IPluginExecutionContext context) { Microsoft.Crm.Sdk.DynamicEntity entity = null; if (context.InputParameters.Properties.Contains("Target") && context.InputParameters.Properties["Target"] is Microsoft.Crm.Sdk.DynamicEntity) { if (entity.Name != Microsoft.Crm.SdkTypeProxy.EntityName.account.ToString()) { return; } } else { return; } try { //I got name's value of contact field with this code. string oyName = entity.Properties["name"].ToString(); //But I want to access custom field.["new_name"] } catch (System.Web.Services.Protocols.SoapException ex) { throw new Exception("The method or operation is not implemented.", ex); } } Tag: Refreshing Test Environment of CRM database from production Tag: 96818
  - 21
    - CRM 4.0 - Outlook TASK FIELDS MAPPING Hi All, I nedd to mapp more fields from CRM tasks to Outlook tasks and synchronize them in return e.g: - completition field - it isn't synchronized - new, customize fileds (bit fileds) added in CRM How can I resolve that? I will apreciate any help. Kind Regrds Lidia Tag: Refreshing Test Environment of CRM database from production Tag: 96816
  - 22
    - Migrating from CRM 3.0 to CRM 4.0 - Best Practices/ Server and Cli I know that the below issue might have been raised tens of times, but unfortunately I have not yet found clear steps on how to do it !! We have been working with CRM 3.0 for the last 2 years or so. Our CRM 3.0 is deployed on a Win2003 Server, SQL Server 2005. Currently, we have plans to use CRM 4.0 so I have a number of things that are rather worrying me and I am not sure how to go about them: 1- We will have a dedicated server with Windows2003 Server Installed and a fresh SQL Server 2005 Installation. Apparently, I need to restore our current CRM 3.0 database on this new server then install CRM 4.0. However, I don't know the correct procedure, order or steps for doing so. If any clear and detailed steps are available regarding this point I will be really grateful. 2-We have added so many customizations to CRM 3.0 such as Custom Entities, Custom Attributes to existing Entities and OnSave event scripts in some CRM forms such as the Opportunity form. Will these customizations migrate gracefully to CRM 4.0 or should we expect problems? If so what should we do as one of these entities and attributes contain important data. 3- Some CRM users are currently using CRM through the web interface, however, the majority of our users (Specially those that travel a lot) are using CRM through "CRM Laptop Client for Outlook" so that they can use their CRM Offline or Online. Currently they are using Outlook 2003-SP2 deployed on Windows-XP-SP2. What should we do with these clients. Should we upgrade their environment to Windows Vista with Office 2007 ? Or What? Thanks in advance Tag: Refreshing Test Environment of CRM database from production Tag: 96815
  - 23
    - CRM 4 : Very slow Outlook client Hi Folks, We are facing very slow Outlook response from crm client. I have tried to use online and offline versions and both are very slow when creating activities or other things. This was not a case when we used to use CRM 3. What I mean with very slow is when I create new activity outlook goes to not responding for a like one or two minutes. This also case with our other computers as well. When I use web interface that is responding smoothly, so the server is not bysy. All the clients what we are runing are Vista laptops with at least 2gigs of mem. Outlook version 2007. This has to do something with setting on our client. Some times when I have connection to server CRM client is telling all the time that it cannot connect to the server. Regardles of this message I can use CRM client and get information from the server. Any ideas ?? Now usage is very frustrating. Thanks, -Ari Tag: Refreshing Test Environment of CRM database from production Tag: 96812
  - 24
    - I am getting the following error 18176 I cannot import a csv file, this is the error from application log. Event Type: Error Event Source: MSCRMWebService Event Category: None Event ID: 18176 Date: 2/26/2008 Time: 7:05:36 PM User: N/A Computer: C357 Description: Web Service Plug-in failed in OrganizationId: 15669be0-6a30-4575-986e-1117935a4f4c; SdkMessageProcessingStepId: 65cabb1b-ea3e-db11-86a7-000a3a5473e8; EntityName: new_contactstaging; Stage: 20; MessageName: Create; AssemblyName: Microsoft.Crm.HasDuplicatesPlugin, Microsoft.Crm.DuplicateDetection, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35; ClassName: Microsoft.Crm.HasDuplicatesPlugin; Exception: Unhandled Exception: System.Data.SqlClient.SqlException: Invalid object name 'dbo.MatchCode52a3a192dc554940b213b87f7016d21a'. at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlDataReader.ConsumeMetaData() at System.Data.SqlClient.SqlDataReader.get_MetaData() at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method) at System.Data.SqlClient.SqlCommand.ExecuteScalar() at Microsoft.Crm.CrmDbConnection.InternalExecuteScalar(IDbCommand command) at Microsoft.Crm.CrmDbConnection.ExecuteScalar(IDbCommand command, Boolean impersonate) at Microsoft.Crm.CrmDbConnection.ExecuteScalar(IDbCommand command) at Microsoft.Crm.HasDuplicatesPlugin.FindDuplicatesWithoutPrivilege(ShareableDuplicateRuleCollection publishedRulesForBaseEntity, DynamicEntity entity, Int32 maxMatchcodeLength, IPluginExecutionContext context) at Microsoft.Crm.HasDuplicatesPlugin.Execute(IPluginExecutionContext context) at Microsoft.Crm.Extensibility.PluginStep.Execute(PipelineExecutionContext context) Tag: Refreshing Test Environment of CRM database from production Tag: 96811
  - 25
    - CRM 4 and Windows Server Fax Services issue Hi, I have CRM 4 enterprise on Windows 2003 server and I also installed the Fax services and configure a local fax printer. Now, my problem is that everytime i tried to create a fax activity in my CRM, the Cover page does not show anything, by when I navigate to 'C:\Documents and Settings\All Users\Application Data\Microsoft\Windows NT\MSFax\Common Coverpages' the files are present and available in the folder. Please advise. Tag: Refreshing Test Environment of CRM database from production Tag: 96808

We recently refreshed a test instance of the CRM database with production and
are now experiencing various errors in the test environmnet - are there any
specific steps that should have been followed?

Here is one error when trying to bring up the test version:

Description: An unhandled exception occurred during the execution of the
current web request. Please review the stack trace for more information about
the error and where it originated in the code.

Exception Details: System.Runtime.InteropServices.COMException:

Source Error:

An unhandled exception was generated during the execution of the current web
request. Information regarding the origin and location of the exception can
be identified using the exception stack trace below.

Stack Trace:

[COMException (0x80040204)]

Microsoft.Crm.Platform.ComProxy.CBizOrganizationClass.RetrieveTokenKey(CUserAuth& Caller) +0
Microsoft.Crm.Security.Organization.RetrieveTokenKey(User user) +107
Microsoft.Crm.Application.WRPCContext..ctor(AppPage page) +441
Microsoft.Crm.Application.Controls.AppPage.OnInit(EventArgs e) +55
System.Web.UI.Control.InitRecursive(Control namingContainer) +241
System.Web.UI.Page.ProcessRequestMain() +197

Top

RE: Refreshing Test Environment of CRM database from production by NickDoelman

NickDoelman
Sat Mar 01 07:32:01 CST 2008

Hi Karen

Just to confirm, did you use the "redeployment" tool to move your CRM from
production to test?

For CRM 3.0 this located on the server CD in the "RedeploymentTool" folder
with fairly good documentation.

Thanks
Nick
--
Nick Doelman
www.readybms.com

"Karen" wrote:

> We recently refreshed a test instance of the CRM database with production and
> are now experiencing various errors in the test environmnet - are there any
> specific steps that should have been followed?
>
> Here is one error when trying to bring up the test version:
>
> Description: An unhandled exception occurred during the execution of the
> current web request. Please review the stack trace for more information about
> the error and where it originated in the code.
>
> Exception Details: System.Runtime.InteropServices.COMException:
>
> Source Error:
>
> An unhandled exception was generated during the execution of the current web
> request. Information regarding the origin and location of the exception can
> be identified using the exception stack trace below.
>
> Stack Trace:
>
>
> [COMException (0x80040204)]
>
> Microsoft.Crm.Platform.ComProxy.CBizOrganizationClass.RetrieveTokenKey(CUserAuth& Caller) +0
> Microsoft.Crm.Security.Organization.RetrieveTokenKey(User user) +107
> Microsoft.Crm.Application.WRPCContext..ctor(AppPage page) +441
> Microsoft.Crm.Application.Controls.AppPage.OnInit(EventArgs e) +55
> System.Web.UI.Control.InitRecursive(Control namingContainer) +241
> System.Web.UI.Page.ProcessRequestMain() +197
>
>
>

Top