2 Lesser known facts about Dynamics 365 CE (CRM Sales)

 While exploring the default forms and views for Dynamics 365 Sales I understood few facts. It is strange how even after years of experience on the product there are still some things that you have never explored.

I guess the main reason is that these don't impact any implementation in a major way, hence you tend to ignore them, and only find out by accident, like I did. So here are the facts.

1. Discount List forms and views cannot be customized

That's right. When you try to add form and view components for the Discount List table, you'll see that there are no components to be found here. 😲

2. Cannot add some fields on Price List Item views 

When I was expanding the default price list item view to show certain columns like Created By, Created On, Price List (Lookup), Modified By, Modified On. These fields are not available to add on the view, or even on the form.

Did you know?

Comment down below if there is something you discovered that was strange to you.

Auto number sequence number skipped in Dynamics 365 CE / CRM

 

While testing auto-number functionality in one of our project, we noticed that the auto-number sequence skips, in case of an exception or error while creating the record.

For example: If the previous record sequence number was 1001, the next record sequence number must be 1002. However, if there was an exception while creating the record, the record isn't created in this case. Now if the user creates another record (without exception), the record sequence number would show 1003 (instead of 1002), as that number would have been skipped.

After going through Microsoft's documentation we understood why this happens, as it is clearly mentioned that the number is incremented before the record creation is started and not after the record has been created.

You can access Microsoft's documentation by clicking here.

Hope that helps!

Power Automate: How to add a space between words in header row of Create HTML Table action

 When you add Create HTML Table action step in Power Automate , you can select to add custom columns as headers. When you enter the column names, you will notice that you cannot add a space as shown below. Strange but true.

Even if you go into Peek Code section of the step, you cannot edit it there.

After spending sometime looking for it on the internet, I found that you need to enter a special character that represents a space character. Here are the 2 steps:

• Place the cursor between Created & On.
• Ensure that your NumLock is switch on.
• Hold down the Alt key and enter 32 using the numpad on your keyboard.
• That will add a space between the 2 words.

I know, I hear you sigh :)

Unit next time!

Top CRM Resources

Microsoft Dynamics CRM Team Blog: Here you can connect with CRM team for all the news & views on Microsoft Dynamics CRM. So much on development, customization, implementation, CRM scoops, announcements, documentation, download links. You are only beginning to learn about CRM :)

Dynamics Forums: Ask and it shall be given. Q&A resource on Microsoft Dynamics CRM. Anything from "What is CRM" to "Can I find a Microsoft Dynamics CRM partner in Antarctica", you will receive an expert advice.

Microsoft Dynamics CRM Wiki: Well organized page from an introduction to CRM to development, deployment, articles, whitepaper, resources and much more. You can possibly reach every official resource on CRM on the internet, from here.

More social resources: Facebook, Twitter, LinkedIn, YouTube

Time to grab some knowledge folks!

Who has the Outlook Client Installed

There could be times when you would want the list of User's using the CRM Client for Office Outlook. Here is a small script which you could execute on CRM's Organization database. This script will give you the machine name and user's fullname.

SELECT dbo.Subscription.MachineName,
dbo.SystemUserBase.FullName
FROM dbo.Subscription, dbo.SystemUserBase
WHERE dbo.Subscription.SystemUserId = dbo.SystemUserBase.SystemUserId

The length of the 'messageid' attribute of the 'email' entity exceeded the maximum allowed length of '100'

I was receiving this error often at the Event Viewer > Application Log of the CRM Server.

#9628 – An error occurred while delivering the e-mail message with subject "This is a second demo" in mailbox crmdemo@gmail.com for delivery to http://192.168.1.205:5555/crmdemo.System.Web.Services.Protocols.SoapException: Server was unable to process request.
at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall)
at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters)
at Microsoft.Crm.Sdk.Proxy.CrmService.Execute(Request Request)
at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.DeliverMessageInternal(EmailMessage emailMessage)
at Microsoft.Crm.Tools.Email.Providers.Pop3PollingMailboxProvider.DeliverMessageInternal(EmailMessage emailMessage)
at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.DeliverMessage(EmailMessage emailMessage)
at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.Run()\r\n
0x80044331
A validation error occurred. The length of the 'messageid' attribute of the 'email' entity exceeded the maximum allowed length of '100'.
Resolution:
Tweak the Message ID attributes Maximum Length from 100 - 200 or 250 and you are good to go.
Procedure:

1. Settings > Customizations > Customize Entities > Email > Attributes
2. Double click Message ID and change the Maximum Length
3. Save and Close
4. Publish

The SELECT permission was denied on the object 'Build Version', database ', schema 'dbo'.

• So you were trying to Restore CRM database on another machine?
• You used the Deployment Manager to Import Organization?
• You tried to load CRM using the browser but received something you didn't want to see

The SELECT permission was denied on the object 'Build Version', database ', schema 'dbo'.

No wonder you reached this blog post. Read on. This might help:

• Open SQL Server Management Studio
• Select the CRM Database you are working with
• Right-click the BuildVersion table from the CRM Database and click Properties
• Select Permissions tab on the left pane
• Click on View Schema Permission on the right pane
• Click on Add button
• Click Browse
• Select CRMReaderRole of type Database Role
• Click OK twice (Back to Table Properties Window)
• Check the intersection Select vs. Grant
• Click OK

You should be good to go.

How To ? - 3

How do I get rid of

Atleast one of the recepient could not be resolved to a record in the system

• Click on Settings > Administration > System Settings
• Click on the E-mail tab
• Select Yes for "Allow messages with unresolved e-mail recepients to be sent"
• Click OK

Error while Creating a New Entity in CRM v4.0

Suppose you are creating a new Entity Projects. You enter the relevant details on the General tab while creating new entity.


On the Primary Attribute tab you mention the following details.


Now you click Save or Save and Close but you don't expect this.


Since the error is very generic, it might put you in a fix.
Fiddler clarifies with this message

Column names in each table must be unique. Column name 'new_projectid' in table 'new_projectExtensionBase' is specified more than once.

What it means is, you cannot have the Primary Attribute's Schema Name field as new_ProjectID as this name would be given to the Primary Key that CRM creates in the background which is used as the GUID. You must either change the schema name of the primary attribute or the schema name of the entity in the Entity Definition section on the General tab.

If above is not the case, it might be related to System Customizer Security Role

How To display more than 50 records per page in Dynamics CRM

How to display more than 50 records per page?

• Open Microsoft Dynamics CRM 4.0.
• Click Tools from the Top Menu bar and select Options.
• On the General tab change "Set the number of records shown per page in any list of records."
• Click OK to apply the changes.

This personal setting applies per user.

How to add Sales, Marketing, Service & Scheduling areas in my workplace?

• Open Microsoft Dynamics CRM 4.0.
• Click Tools from the Top Menu bar and select Options.
• On the Workplace tab select the areas you want to display.
• Click OK to apply the changes.

This personal setting applies per user.

You can only see areas that you are intended to see based on your security roles.

How do I know the privileges I have over a record in Microsoft Dynamics CRM 4?

• Suppose you are on an Account form.
• Click on the Office button on the top left corner.
• Select Properties.