workflow activity error

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  - 1
    - Looking for tutorial, manual or FAQ! Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: workflow activity error Tag: 20893
  - 2
    - Looking for tutorial, manual or FAQ! Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: workflow activity error Tag: 20892
  - 3
    - Manual, tutorial or FAQ Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: workflow activity error Tag: 20891
  - 4
    - Manual, tutorial or FAQ Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: workflow activity error Tag: 20890
  - 5
    - SDK basics Could anyone provide me some basic concepts on how SDK customization is done? I'd like to take small steps learnig it.. maybe a simple "Hello World" Tab attached to a contact (CRM Object) would do.. any help would be welcome,, thanks =) Tag: workflow activity error Tag: 20889
  - 6
    - strange error on one of the quotes we get an error saying: Unexcepted Error event log: MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: Exception from HRESULT: 0x80040216. Error Message: Exception from HRESULT: 0x80040216. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) any idea why this happens? Tag: workflow activity error Tag: 20888
  - 7
    - Inviting other users to an appointment When we create a new appointment in CRM, and invite other users also in crm, they don't get meeting invitiations. If we open the appointment in Outlook, we see the organizers name "First Last" and then the other users in the form "domainname\user1", and no free busy information is available. Their "Domain Logon Name", is set to "domainname\username", should it have been just "username"? Thanks, Len Ott Tag: workflow activity error Tag: 20883
  - 8
    - Removing Picklist Values I understand that removal (deletion) of picklist values in CRM has a number of "gotchas" that you need to be cognizant of as you plan to perform this task. I have not found any documentation that purports to contain any of the aforementioned problems and I am a bit concerned that I am going to miss something. I really need to get rid of some values that are not as "valuable" as they were communicated during implementation planning. Can anyone give me some pointers on what to look out for or perhaps point me to some documentation that would do the same? Thanks in advance. Tag: workflow activity error Tag: 20882
  - 9
    - Hotmail on entourage I want to put my hotmail account on entourage how do I do it? Tag: workflow activity error Tag: 20881
  - 10
    - Active Directory and Exchange Can I have Active Directory and exchange on the same server and CRM on a seperate server. Or do I need AD and exchange on seperate servers. Tag: workflow activity error Tag: 20876
  - 11
    - CRM DATA (removal) I have imported the data using Scribe, but not everything was linked correctly, does anyone know of a way to blow the data without reinstalling CRM. I have 400+ records and i dont want to manually delete them. James Tag: workflow activity error Tag: 20875
  - 12
    - Export to Excel Hi All Has anyone removed the Export to Excel and/ or Print buttons on the default grid views? Thanks Steve Tag: workflow activity error Tag: 20874
  - 13
    - Resolving KDC error... which SPN do I remove??? Hi all. Using the LDAP tool I have found that my domain controller and my admin account have two matching Service Prinicipal Names. HOST/COMPUTER NAME Host/COMPUTER NAME.mydomain.com Everything that I have read tells me to delete the duplicate SPN. How do I know which item to remove the duplicate from? Do I remove it from the Domain Controller or the Admin account? Thanks for any help! Hank Tag: workflow activity error Tag: 20871
  - 14
    - Customization Tracking We have multiple Sys Admins on our CRM installization. Is there any way to determine, within the application or otherwise, who initialized a customization? We seem to have a problem with too many cooks spoiling the broth and I need to get to the bottom of the problem. Thanks in advance. Tag: workflow activity error Tag: 20865
  - 15
    - View Dropdown Order This may seem very simplistic, but it is bugging the pants off of me. Is there any way to sequence the dropdown order of the views from CRM objects? For instance, when I am looking at Leads, I have three custom views on top of the standard views. There is a particular sequence that makes sense if I could only get them to appear that way in the drop-down. Anybody have any ideas? Am I just missing something simple? Please enlighten me if you can. Thanks, Erik Tag: workflow activity error Tag: 20864
  - 16
    - salesforce for outlook and message types Is there any way to make this support other message types besides IPM.Note? Is there a registry hack of something, need to do this for a custom integration...any ideas would be helpful... Tag: workflow activity error Tag: 20863
  - 17
    - Update Object in Workflow Does anyone know if an update object action within a workflow rule gets processed before the next step of a rule? For instance, I would like to have the update object action run, and then the next step requires retrieving data from that updated field. Tag: workflow activity error Tag: 20860
  - 18
    - DB Table blocked when trying to open some quotes During the use of MsCRM 1.2, it happens that some Quotes do not succeed to open. While some quote are opened regularly, others cant be opened and generate CRM's timeout error. Analyzing the database, I saw that occurs table blocks and some processes jam. The blocked tables are: - productbase - quotedetailbase - systemuserbase - uombase Meanwhile trying to view these blocked quotes with report, it works with no problems. Any idea? Massimiliano Tag: workflow activity error Tag: 20859
  - 19
    - Organization ID We are trying to create a customer self-serve support website that displays Knowledge Base articles and allows the customer to open their on incidences. Many of the functions provided ask for an Orgainzation ID. After much digging in the SDK, I found that this is the GUID of the organization unit in Active Directory. I found 3 that could be possibilities, but none of them seem to work. I don't get an exception, just no returned data. Here is the code that I'm trying to work with: try { //Response.Write ("in try"); Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI(); // Valid Organization ID //string strOrgId = "{25f7267a- 01e5-1e40-a44a-488083de3f2e}"; //string strOrgId = "{e0d82420- bb1a-c744-8973-2483a141d598}"; string strOrgId = "{0827d00f-66bd- 074c-91fc-ffe053adf788}"; uint state = Microsoft.Crm.Platform.Types.KBARTICLE_STATE.KBAS_DRAFT; // Set up the columns that you want to retrieve string strColumnSetXml = "<columnset>"; strColumnSetXml += "<column>title</column>"; strColumnSetXml += "<column>description</column>"; strColumnSetXml += "</columnset>"; // Retrieve the articles string strArticlesXml = article.RetrieveByState (userAuth, strOrgId, state, strColumnSetXml); Response.Write("strArticlesXml=" +strArticlesXml); } catch (System.Web.Services.Protocols.SoapException err) { Response.Write ("In Catch 1"); // Process the platform error here strErrorMsg = ("ErrorMessage1: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source); Response.Write(strErrorMsg); } catch (Exception err) { Response.Write("In Catch 2"); // Process other errors here strErrorMsg = ("ErrorMessage2: " + err.Message ); Response.Write(strErrorMsg); } Tag: workflow activity error Tag: 20857
  - 20
    - Mixed Mode Hello, Our client had NT domain controller & 2000 domain controller (Mixed Mode). Is there any way to install MS CRM v 1.2 without convert the domain to native mode? Regards, Tag: workflow activity error Tag: 20851
  - 21
    - How do I add a form to a new navbar item? Hi, I've added a new Navbar button to the Opportunity form (isv.config). But how do I add a form (with tabs etc.,with same style look-and-feel) to this screen like the standaard forms you see when you click a navbar button? Thanks! Tag: workflow activity error Tag: 20849
  - 22
    - Help With CRM Features Hello All.... I am cinsidering purchasing CRM for my Win2003 Server. But have a few questions... Do I need exchange to access the CRM Software.... (in that case, would it be easier to but a SBS 2003 server, add it to my domain, and then install the CRM on that) Also, can I fax out of CRM. Our business is quite small, but Faxing is quite important. Can I fax and recieve faxes using CRM, or is that a Win2003 thing? (also can I share the fax for multiple users?) Responses much appreciated... Thanks, Dekkar Tag: workflow activity error Tag: 20837
  - 23
    - Different price lists for product in quote, order or invoice Is there any way to customize CRM to allow you to select a price list for every each product line in quote, order and invoice? We need this because we have different software product groups with different pricing (like the number of transactions). Below is a scenario: For example let's say we have: Product 1 has prices A (for 10 transactions)and B (for 10-20 transactions) and C (for more than 20) Product 2 has prices D (for 50 transactions)and E (for more than 50) We want to create a quote containing Product 1 with C price and product 2 with D price. Thank you, Adil Tag: workflow activity error Tag: 20836
  - 24
    - Notify Team Hi, is there some way to notify a particular team that their assistance is required for a case?. An option we thought of was using a the Assigning the Case to a queue, but using that would transfer the ownership. If we just share the case, is there a way to email members of a team about the case? Thanks Tag: workflow activity error Tag: 20834
  - 25
    - New Objects Hi, is it pssible to create new tables and link them to existing MSCRM objects?.. like Contact/Account. Will it also then be possible to make them appear as a view? Thanks =) Tag: workflow activity error Tag: 20827
- Next
  - 1
    - Cant change crystal reports admin password When we try to run the CrystalAdmin.exe tool and change the crystal password we receive the follow error message: 'Unable to change password. Error returned is: Your license key is invalid or has expired. If you received a temporary license key by purchasing another crystal product, you must register Crystal Reports Enterprise to receive your permanent license key.' Most other aspects of CRM are working fine, except this and the fact that we get the infamous 'Crystal Reports Logon Error'. All the Crystal Reports services are running fine including the APS. When attempting to access the reports the event log has this error: Event ID 2: Error: Unable to access crystal. check to see if you have enough licenses: unable to log into crystal: Check to see if you have enough licenses: Unable to communicate with crystallogon.csp. This CRM was installed on a clean Win 2K3 web server. Sql server is running on another server. We have a full version of Crystal available but have not installed it. Will installing it rectify this problem? Thanks, Mike Tag: workflow activity error Tag: 20824
  - 2
    - need help pls - post callouts sdk In the SDK for 1.2 PostCallouts-Sample SQL module the sample code is as follows: -- Insert Subscriber (Sample Module) insert into Subscriber(SubscriberId, CLSIDorProgId, Name, Description) values (@subscriberid, N'{F4233E5B-17DC-4661-9ABC-6707A9F99215}', N'My Sample Callout Module', N''). 1: Do I leave the N's in ? 2: Where did the {F4233E5B... ClassId that identifies the handler come from - how can I get this? Sorry if these are basic questions I have been reading sdk for several days. Tag: workflow activity error Tag: 20823
  - 3
    - SFO - Online Mode only? Is there a way to set up Sale For Outlook to avoid the single user restriction? We want the Outlook integration, but have no need for offline working. (so no need for local SQL desktop version) Supported or unsupported methods considered. Any ideas if such a facility is in the roadmap for future CRM releases? TIA Peter Tag: workflow activity error Tag: 20821
  - 4
    - need help in SDK i am working on web page that will insert leads in the crm systems to call any class i need the UserId , from where i can get it ? bizuser.whoamI retrieves it but for the logged user and i am not logged the page is on another pc and not logged in the ActiveD of the CRM . Any Help Please Tag: workflow activity error Tag: 20814
  - 5
    - Deleted User in AD and Added back in Another deleted AD user problem. Only this time it's a little different. 1. deleted user from AD without removing lic from CRM. 2. added user back to AD with same logon username. 3. removed MSCRM lic key from that user, and tried to add it back in which it would do... error "the selected object could not be found...." Anyone got any ideas on how to resolve this issue and maintain the relationships with all the object in the MSCRM database? THANKS! Tag: workflow activity error Tag: 20810
  - 6
    - A Crystal Reports job failed because a free license could not be obtained .... Hi, We installed a web app with some Crystal Reports 9 for VS.Net reports on our crm server.(we had to use .Net crystal for this release as we havent planned Crystal Enterprise 10 which supports mixed reports for this release of our app.) I copied crdb_ado.dll, msvcp60.dll and other required things on CRM server. Now, when I try to open any .Net crystal reports, it gives me this warning and reports doesn't run.(My existing crm crystal reports work fine) "A Crystal Reports job failed because a free license could not be obtained in the time allocated. More licenses can be purchased direct from Crystal Decisions or through the Crystal Decisions Online Store." I read that we need to set the licence key in license.msm merge module in web setup for deploying VS.NET app crystal reports. But I am not sure if this will work...since license key may conflict with the existing crystal enterprise of crm. So I wanted to know if there is any workaround to resolve this license issue of .NEt crystal reports without affecting my existing crystal enterprise on crm. Thanks in advance, Nans Tag: workflow activity error Tag: 20809
  - 7
    - Automating the conversion of a lead to a contact I need to build a CRM add-in that will automate the conversion of a Lead to a Contact and assign a specific Salesperson as the owner. Any recommendations on the best way to approach this? Thanks! David Tag: workflow activity error Tag: 20808
  - 8
    - Mail Merge I am trying to set up a universal file of CRM mail merge templates. Attempting to set-up a shared folder on server, then route all local users to this folder via vpn. Has anyone else done this? I would like to delete all other standard Word templates to clean it up, but cannot see to do this. Any tips or experience would be helpful. Tom Tag: workflow activity error Tag: 20807
  - 9
    - w3wp.exe Process memory keeps growing with custom integration We are having an issue with a custom integration we have built for MSCRM. We are working on a scheduled DTS package which is required to migrate data from a legacy system into MSCRM. The data migration process runs on a nightly basis and required to update close to 40,000 records in MSCRM. We have built a DTS package(On the SQL SERVER) that gets the data from the legacy Oracle server and computes the records that need to be updated and then calls into a serviced component running in com+(On the SQL Server) passing in the records that need to be updated in the form of xml string. The serviced component is called with 1000 records at a time and the entire 40,000 records are not passed in one single shot because of memory exceptions. The serviced component calls into a web service (on the CRM machine) and passes batches of 20 records at a time. The xml is parsed using an xml reader and we update account information in MSCRM by calling in the MSCRM object model, with the information in the xml. The problem: The process runs through fine when we try this with a low volume of records( 100s and a few thousands). Initially the memory held by the w3wp process increases and after the first 2000 records it becomes grows to about 150MB (Without running the integratino it stays around 80MB with people using MSCRM) and has meager increases for a while then it starts to increase faster. Once the w3wp.exe process is using 200MB of memory the MSCRM site does not respond when hit using IE but the integration continues to run. The memory held by the w3wp process increases until it reaches 800MB and finally stops with a System.OutOfMemoryException. This usually happens around the 14K to 16K records procesed. The hardware configuration that we have on the test environment is CRM 2.4 Gig 1 gb RAM SQL 2.4 Gig 1 gb RAM The DTS package and the serviced component exist in the Sql machine and the serviced component calls into a web service located in the CRM machine to migrate the data into MSCRM. Any ideas we could try to get it to not keep growing. Thanks Hoss Tag: workflow activity error Tag: 20799
  - 10
    - CRM Sales for outlook I know in CRM you can right click an email and promote it to an activity, as long as the MessageType is IPM.Note. Is there any way to handle other message types... CD Tag: workflow activity error Tag: 20783
  - 11
    - SFO Client - go offline error I have setup an office with 5 SFO clients. All are working except for one, when that person tries to go offline he gets an error stating "network not found' looking for the named CRM SQL server. This is a first attempt at going offline. Anyone run into this? Any help would be greatly appreicated! Thanks Silas Tag: workflow activity error Tag: 20782
  - 12
    - Obtaining a User List from the CRM I need to obtain the users that are members of a specific role in the CRM for my custom interface. How can I do this? Thanks! David Tag: workflow activity error Tag: 20781
  - 13
    - Course 8018a CRM - Installation and Configuration Working through course 8081a and I am unable to use internet explorer on the client machine (winXP) to reach MS CRM located on a SBS 2003 box. There are no error messages. I simply put http://crm and in a few seconds IE6 disappears and that is it. Anyone have any suggestions. CRM is loaded on a SBS2003 Premium addition machine. Thanks in advance for any assistance. Reuben Tag: workflow activity error Tag: 20775
  - 14
    - How Add a New Organization in a Existing CRM Server? Hello, We try to add another new organization and its licence to a Crm Server that we have installed previously. is It possible to do this? how can i do it? We have the CRM 1.2. Tag: workflow activity error Tag: 20773
  - 15
    - Crystal Reports Version I am trying to add/modify Crystal Reports... When I try to install the Crystal Reports Enhanced Edition from the CRM CD, I get the following error message: Setup has detected that you have Crystal Reports 9.2.0 installed. You must first upgrade to Crytal Reports 9.2.2 to continue with this setup. In MBS CRM 1.2 Reports FAQ white paper, it says: "To modify reports, you must purchase the Professional, Developer, or Advanced edition of Crytoal Reports 9." Does anybody know whether I have to purchase this update from Crystal; or should Microsoft provide this update??? If Microsoft provides this update, how can I get it? Thanks, Ian Tag: workflow activity error Tag: 20772
  - 16
    - CRM used in banking? Hello, I am a consultant representing some of our customers in the banking industry. I am interested to know if there are any companies out there doing CRM implemetations into banks and what there experience has been. We are possibly interested in using MS CRM within our bank. Does anyone have any good references for companies doing these sorts of implementations? Thanks Jamie Tag: workflow activity error Tag: 20771
  - 17
    - Tracking where opportunties have come from Has anybody tried to track the name of the person and/or company that an opportunity came from? We did create a field but it corrupted the database and we had to reinstall a previous saved version..... Any comments gratefully received thanks Tag: workflow activity error Tag: 20769
  - 18
    - Impact of Changing the CRM URL? Our client has changed the DNS address of CRM. I can only gues that this will affect the SFO clients they've installed. I want to know if there is a way or setting that I can redirect the existing SFO clients to the new URL. I've seen the possibilities with the registry and I'd elect to reinstall before I touch that. If that is the only way, so be it. If not, please let us all know if there's a viable shortcut. Carroll Tag: workflow activity error Tag: 20767
  - 19
    - 2k limit Is there a way around the 2k character limit in tasks and notes? Tag: workflow activity error Tag: 20763
  - 20
    - Delete user in CRM The last 2 Sys admins left,and their usernames are still taking up licenses. Is there a way to remove them, to free up the licenses? Tag: workflow activity error Tag: 20762
  - 21
    - KB Article -Repost Hi One of my clients needs are as follows. In a KB article he needs to add a link to a web site say for eg. google.com. He want user to see a word "Search" which would take them to google.com. I tired using the HTML tag given below <a href="google.com" >Search</a> , which does not work. Any creative solution is appreciated. Regards Suzanna Tag: workflow activity error Tag: 20758
  - 22
    - CRM appointment categories do not sync to CRM!? Since we can't customize the activities, we're trying to use the categories. I used the Sales for Outlook client to create a CRM appointment and entered a category. The appointment was created in CRM, but the category is blank! Is this how it's supposed to work? I find that hard to believe. Tag: workflow activity error Tag: 20756
  - 23
    - memo fields Hi, Can anyone offer some clarification on the 8k SQL limit and the use of memo fields? I know that memo fields take up to 16 bytes and that each memo field can contain up to 2k characters. Does a memo field filled with 2k characters still only consume 16 bytes? I have also found that the number of chars in any memo field can be limited. Is this basically to guard against how many of the available bytes are consumed? Basically I am looking to understand the relationship between the number of chars in memo fields and the sql resource consumed. Any guidance would be greatly appreciated. Best regards Lee Tag: workflow activity error Tag: 20744
  - 24
    - Help with using SDK XML to update entities Hi, I have noticed a problem, in that when I try to use an Update or Create method, for example with the CRMEmail entity, I need to send the data in XML format, as set out in the entity's schema. However, for fields like emailbody, i need to pass HTML text to retain formatting. However, I can't include HTML markup without the XML parser spitting the dummy. I've tried escaping the special characters, (CleanXML = RawXML.Replace("<", "&#60;") etc..), but the the database just stores and retrieves the escaped characters, rather than storing the original markup. Does anyone know how to pass the HTML formatted data through the SDK.. I would really really appreciate any help at this stage, as I'm convinced it is yet another bug in CRM. Ta Chris Tag: workflow activity error Tag: 20738
  - 25
    - Remote User Performance We have 4 users that live out of the office and have to access CRM via a VPN. WHen using the Web or online services, performance is quite slow. We suspect it is some kind of latency but aren't really sure. 3 of these users are in Europe. Does anyone have any thoughts? Anyone else running users accessing via a VPN? Thanks, Len Tag: workflow activity error Tag: 20735

Hi there!
One of my users cannot mark Complete an activity when it is assigned to him
through a workflow and not directly. Another one cannot delete an email from
a queue, although he can see or accept it. Can you help me work out these
two problems?
For the first one I have tried to give him even CEO privileges and still it
is not working...

Thanks for the help,

Elena

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