Tuesday, January 26, 2010

Both 'amount' and 'percentage' cannot be set

There was a bit of learning involved last week when I was trying to update the Contract Line entity programmatically. I had a custom entity under the Contract Line entity. I had written web service code which inturn called the CRM Service to update the Contract Line entity with values from the custom child entity.

In my custom web service I was summing up the values from the child records and updating the 'Amount' and 'Discount Percentage' fields of the related Contract Line record.

While I was testing, the system generated the platform trace which said -

Both 'amount' and 'percentage' cannot be set.

I am assuming, CRM wanted to convey that both 'Amount' and 'Discount Percentage' fields of Contract Line entity cannot be calculated and updated using the CRM Service Update method.

I really don't know why was the system designed this way? All I do know is that I have to look for another way out.

I would appreciate if someone can reason this behavior!!

Monday, January 18, 2010

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.

Friday, November 20, 2009

'Append' & 'Append To' The Way I See It

I'll explain you this through an example.

Let's take Accounts and Opportunities where "Accounts" is the parent and "Opportunities" is the child (i.e. There are multiple Opportunities per Account.)

Now the User can relate an Opportunity to an Account either through the Potential Customer field on the Opportunity, or through the Opportunities item at the navigation bar of an Account. In this case the User needs to have "Append permissions on Opportunities and Append To permissions on Accounts."

In the present continuous tense "You are Appending the Opportunity, and Appending To the Account."

Sunday, October 25, 2009

Significance of Update Rollup 7 for MS Dynamics CRM 4

Update Rollup 7 has been rolled out and apart from vast improvements to the platform special focus has been given to advances in Dynamics CRM Mobile Express and Dynamics CRM Outlook Client. More information @ this link.

SIGNIFICANCE OF THIS RELEASE - CRM Server Update Rollup 7

  • Update Rollup 7 adds support for Windows 7, Windows Server 2008 R2 & SQL Server 2008 R2
  • Update Rollup 7 Client can be installed before upgrading the server to Update Rollup 7
  • Update Rollup 7 Client cannot be un-installed because there has been schema changes to the offline database. All other Update Rollup 7 components (Server, SRS, Language Packs....) can be un-installed.
  • Update Rollup 7 Client package will be a pre-requisite for all future Client Update Rollups. i.e. All future releases of Client Update Rollups starting from Update Rollup 8 will not install if Update Rollup 7 Client is not found.
Update Rollup 7 has new requirements
#1 - Internet connection is required for successful Client installation.
#2 - Client update 7 installation will take longer than all previous UR installations. Microsoft asks to be patient.
Visit here to know more about Update Rollup 7 release.

Wednesday, October 14, 2009

DMM Import Error - Source data is not in the required format

The source data is not in the required format

While importing data recently, I recieved the above error message. With the application of my brains I understood that Dynamics CRM and Office Excel Date formatting did not match.

I changed the Date format to mm/dd/yyyy in Excel and CRM (Tools > Options > Format) to maintain consistency and I had a favorable outcome.