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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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Continue reading →: Auditing User’s Access In CRM 2011
One of the key feature in CRM 2011 which was not exist in CRM 4.0 is “Auditing” CRM 2011 has Out Of the Box Audit feature to audit the business data. With the CRM 2011 Roll Up 5, we can also audit the users logon access with the feature “Audit User…
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Continue reading →: Limitations of CRM
Below are few limitations of CRM I came across with workaround Excel Export You can only export 10000 records. If you export more than 10,000 records, only the first 10,000 records are exported Can be modified by updating the Organization record and setting the maxrecordsforexporttoexcel field Refer full properties of Organization…
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Continue reading →: Getting Record Count In CRM 2011
Assume you have more than 5000 Contacts in your CRM organization and you want to get the exact count from Advanced Find. Out of the box, CRM 2011 displays record count on each view up to only 5000. If more than 5000 it will display (5000+) Records Count – View…
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Continue reading →: Client Access Licenses (CAL) – CRM 2011
CRM 2011 for On-premises is licensed using a Server/CAL (Client Access License) model. There are two CALs with the following usage distinctions User CAL – Enables each licensed user to access the CRM Server from any device. Device CAL – This assigns the CAL to a device so it can…
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Continue reading →: RoleService:VerifyCallerPrivileges failed. PrivilegeName: prvAssignWorkflowSession error in CRM 2011
I was getting the below error when I was trying to add a User to a Team RoleService::VerifyCallerPrivileges failed. User:, PrivilegeName: prvCreateWorkflowSession, PrivilegeId:, Depth: Basic, BusinessUnitId: Fix Provide access to the “Dialog Session” entity to the security role whom the current user belongs to 🙂
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Continue reading →: UserId & InitiatingUserId properties in Plugin of CRM
In CRM plugin, “IExecutionContext” contains 2 properties UserId Gets the GUID of the user for whom the plug-in invokes “on behalf of”. InitiatingUserId Gets the GUID of the user under which the current pipeline is executing. Consider a scenario You have a user “RAJ” with “Sales Person” role with only…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 