If you have CustomAcitivity registered with Isolation Mode as Sandbox and you are getting error in Custom Activity execution as
Error in CustomActivity : {Activity Class}: That assembly does not allow partially trusted callers.
Then check if you code using using HttpUtility.ParseQueryString method. As per documentation
“The ParseQueryString method uses query strings that might contain user input, which is a potential security threat.”
Hence this code cannot be executed under Sandbox mode.
HTH
Issue:
If you are getting error when REST call is made to https://<<Org Name>>/xrmservices/2011/OrganizationData.svc/AccountSet(guid’FA18CED8-FBBB-E711-9110-005056B860DB’) saying Resource not found for the segment ‘AccountSet’. And if you trace this call in fiddler you might get response as HTTP/1.1 404 Not Found.
Resolution:
Reason for this error is User who is invoking this call does not have permissions to read the AccountId.
For Dynamics CRM 365,
Xrm.Page.getControl(arg).clearOptions() method will implicitly call OnChange event of the CRM OptionSet Attribute. This causes one UI behavior which some times might confuse Users, if OptionSet field is defined Mandatory.
Take a example of the Form which has OptionSet field placed on it. And you have JavaScript triggers on Page Load which basically wanted to control the items in the OptionSet attribute based on Security Role of the user or any similar logic.
Now most common practice is we remove all items by calling clearOptions() method on CRM Control and then add the desire items to same Control using addOption() method.
Prior to Dynamics CRM 365, this would work without any problem. However in Dynamics CRM 365, once the form is loaded without User doing anything it will show up , Red Circle (Validation Failure) for Option Set field.
This Validation error might confused some User as why are they shown error when they have not yet started entering data.
To avoid this there small trick that works well in this scenario, just remove the Mandatory required level before calling clearOptions() and apply it back after.
E.g.
Xrm.Page.getAttribute(‘new_quotingcustomer’).setRequiredLevel(‘none’)
Xrm.Page.getControl(‘new_quotingcustomer’).clearOptions();
Xrm.Page.getAttribute(‘new_quotingcustomer’).setRequiredLevel(‘required’)
When you set value for Lookup attribute using JavaScript, with Dynamics 365 we have to take care of following issues which were not there in previous versions.
Problem: Problem is if any of the Lookup attribute values are changed before Save then once the Save is completed it will trigger OnChange event of the Lookup attribute.
With Web API, now we can call the Update method to change the Statecode and Statuscode on the entity. This was not possible earlier with REST OrganizationData.svc endpoints.
On one hand it does makes it simpler to change the Status of the entity along with other attributes, one thing developer should keep in mind that. Now with Status Change, CRM will invoke Update message of and not SetState or SetStateDynamicEntity. It would be safer to register all 3 messages, that is Update, SetState and SetStateDynamicEntity so that all possible scenarios are covered.
Following is sample WebAPI code which update Account Status, this code will invoke Update message in Plugin.
var entityId = Xrm.Page.data.entity.getId();
var clientURL = Xrm.Page.context.getClientUrl();
var AccountName = Xrm.Page.getAttribute(“name”).getValue();
entityId = entityId.replace(“{“,””);
entityId = entityId.replace(“}”, “”);
var req = new XMLHttpRequest();
var odataQuery = encodeURI(clientURL + “/api/data/v8.0/accounts(” + entityId + “)”);
req.open(“PATCH”, odataQuery, false);
req.setRequestHeader(“Accept”, “application/json”);
req.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”);
req.setRequestHeader(“OData-MaxVersion”, “4.0”);
req.setRequestHeader(“OData-Version”, “4.0”);
var account = {};
// State code value
account[“statecode”] = 1;
// status reason Value
account[“statuscode”] = 2;
// Normal field Update
account[“name”] = AccountName + ” Status Changed”;
req.send(JSON.stringify(account));
if (req.readyState == 4) {
if (req.status == 204) {
alert(“Completed with Success”);
} else {
var error = JSON.parse(req.response).error;
alert(error.message);
}
}
CRM has entitlements since CRM 2013 and it was major functionality addition for Service Management. For our Service Module implementation we decided to implement Entitlement, however sooner we found that our functional requirement does not fit into OOB Entitlement functionality and finally we have to opted for Custom Solution.
Let me explain what we intended to do
Now here is what we faced as limitations.
One of the solution to overcome these limitations was to create “same” entitlements for each of the Customers in Hierarchy which we this would be maintenance overhead if we have to alter Entitlements for Customer.
So basically we could not leverage OOB Entitlements for our Business Process.
I think there should be some enhancement made to Entitlements functionality to honor Hierarchy of Customer so that we minimize creating Entitlements for all the Customer in hierarchy.
Earlier to “Alternate Keys”, for Duplicate Record detections developer either rely on Duplicate Detection rules or write Custom Plugin. Each of it has its own advantages and disadvantages.
Duplicate Detection rules are codeless and quick to set up however they do not block users by creating Duplicate records, users can accept the warning and proceed to create duplicate records.
Custom Plugins, need custom coding and and it will completely block users from creating duplicate records, however its not flexible as Duplicate Detection rules.
With invent of “Alternate Keys”, we can use it in place of Custom Plugins and we still do not have to create custom plugins. Once Alternate Keys are define CRM platform restrict users from creating duplicate records
Only disadvantage of it is you can have Custom Error Messages which will describe the error in User friendly way
Following is the message that is thrown by CRM
From Microsoft Dynamics CRM 2015 Hierarchical Visualizations allows the end user to visualize and interact with hierarchical data in an intuitive and visual fashion across both the web and the tablet.
This is great feature where User can visualize Hierarchy. However it would have been better to apply same hierarchy functionality for Child entities of Entity on which Hierarchy is set up. For example Account has Hierarchy settings where Parent Account is lookup on Account entity. Account has one to many relationship with Cases, Opportunities, Contact etc. So User would like to see the all the Cases which are created “Under” the particular Account. Here phrase “Under” means all the Cases for particular Account and all the Cases for the Account Under this Account.
Currently CRM does have this feature available but in very limited way that too only for Account entity (Correct me if I am wrong here).
My managed solution address this problem and with few Click and Point settings (no coding involved) CRM Customizer can set up the Sub-Grid view on Parent Entity form to show all the Children that comes “Under” the parent Entity record
More details where you can download managed solution at https://generichierarchychildentitysubgrid.codeplex.com/
Actions in CRM is very powerful process type which makes encapsulation of Business Logic run at server side and called from both Server side and Client side.
I recently develop managed solution which will list entire Action metadata, which will be helpful for the consumers of the Actions to know Action schema name and Input and Output parameter names
Installed this managed solution and go to configuration link, it will list real time Action metadata.
For more details go to my CodePlex project https://crmactionmetadata.codeplex.com/
If you have 2 or more Queues with same Incoming email address and if one the the Queue is Inactive then one would expect CRM Server Side Synchronization to process the email and assign it to all the Active Queues for that email address.
However actually CRM Server Side Synchronization will not process such emails and not Email activity will be created.
On CRM Mailbox, ALERTS something like following will be captured.
If you look into Trace logs you will find error logged as
>Crm Exception: Message: You cannot add items to an inactive queue. Select another queue and try again., ErrorCode: -2147220190, InnerException: Microsoft.Crm.CrmException: You cannot add items to an inactive queue. Select another queue and try again.
Resolution for this problem is if you do not want to use the Inactive Queue, clear its Incoming Email value and deactivate it again.
My Encounter with Dynamics CRM 