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Continue reading →: Passing configuration data using Plug-in registration tool (Secured vs. Unsecured)
CRM plugin registration tool contain “Unsecure & Secure” configuration sections while registering a “Step” We can pass configuration data and can be used in the plug-in logic. Secured vs. Unsecured Below are key differentiations between Secured and Unsecured data configuration Access Data passed through “Unsecure” section is PUBLIC (i.e., It can…
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Continue reading →: Unable to save Appointment – “Invalid e-mail address” Error
I was getting below error screen when I try to save an Appointment activity. When I verified the Email address of my Appointment attendees (i.e., Users), they all have E-mail address. Reason:- Though the E-mail addresses are valid, If any of the Users E-mail address has invalid character you get the…
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Continue reading →: Categorizing Reports in CRM
We can categorize reports in CRM so that we can create new view based on the category Below is a useful article on “How to create new report categories” and create report views based on category Link 🙂
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Continue reading →: “Sequence contains no elements” LINQ error – FIX
I was getting below error while querying “AccountSet” using LINQ in my plug-in System.InvalidOperationException: Sequence contains no elements Reason:- Exception raised when there were no records that matches to the criteria specified in my LINQ query I had my query statement as below var account = orgContext.accountSet.Where(acct => (acct.name ==…
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Continue reading →: Add or Remove users to Team programmatically in CRM 2011
In CRM, Team is a group of users. Each team must be associated with only one Business Unit (BU). A team can include users from any business unit, not only the BU with which the team is associated. Users can be associated with more than one team. You can get…
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Continue reading →: Entity was not appearing in “Base Record Type” dropdown while creating ‘Duplicate Detection Rule’
In one of my requirement, I had to create a ‘Duplicate Detection Rule’ on my custom entity ‘Policy’. So to create the ‘Duplicate Detection Rule’, I opened a new ‘Duplicate Detection Rule’ form (i.e., Navigated to “Settings –> Data Management –> Duplicate Detection Rules –> New”) I then tried to choose “Policy”…
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Continue reading →: CRM application prompting credentials for all SOAP/OData calls
Other day my CRM application started behaving weirdly, it was prompting credentials for every OData/SOAP calls in my Jscripts. Here is the scenario, I had a custom jscript library on Account entity which enable/disable ribbon buttons on form load. So when I open the Account form I had to provide credentials…
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Continue reading →: Things to be considered while using duplicate detection feature in CRM 2011
In CRM you can create “Duplicate detection rules” to avoid duplicate records in to the system. Below are the scenarios I observed with duplicate detection in CRM 2011 Enabling duplicate rule while creating/Updating records using CRM service By default, when you execute a Create or Update request using the CRM Service,…
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Continue reading →: NullReferenceException while opening CRM form
I was getting an exception when I open a “Account” record. When I verify the CRM server Event Viewer I got this below “NullReferenceException” warning message After spending some time I came to know that the problem was because of customization change I did recently Reason I deleted and recreated a custom…
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Continue reading →: Access denied error on closing of Appointment in CRM 2011
Recently when I configured my CRM application with “https” binding, I was getting the “Access Denied” exception while closing the appointment activity When I check the event viewer I had below “INVALID_WRPC_TOKEN” exception Microsoft.Crm.CrmException: INVALID_WRPC_TOKEN: Validate WRPC Token: WRPCTokenState=Invalid When I try to find the reason for the issue I…
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