tag:blogger.com,1999:blog-73408126513001730172024-02-07T08:32:37.636-05:00Radiate everythingMicrosoft CRM, travels and utter randomnesswikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-7340812651300173017.post-45312291337985562902015-04-19T02:58:00.002-04:002015-04-19T02:59:30.291-04:00CRM 2013 Mail Merge missing record(s)Just came across an interesting thing when running a mail merge in CRM 2013. When I click the final step to complete the merge and print and/or export, the printed results show that a record(s) is missing. I could not figure out how this was possible, but after some troubleshooting, I found that I had to remove the <b>Next Record</b> merge field from the <b>last cell</b> and/or block on the page. For whatever reason, it messes up the order of records and may leave one or more records completely out of your results.
Hope this is helpful!wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-64476077841256818122013-11-20T14:18:00.002-05:002013-11-20T14:21:05.439-05:00Real-time RegEx TesterProbably the best regex testing tool that I have ever come across:<br />
<br />
<a href="http://refiddle.com/">http://refiddle.com/</a><br />
<br />
Use it.wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-19768195882951744972013-03-07T13:02:00.001-05:002013-03-07T13:02:44.878-05:00CRM 2011 - Enable Language error - "A validation error occurred. The value of 'categorycode' on record of type 'reportcategory' is outside the valid range."I ran into an issue today when trying to enable the Spanish Language pack in a production environment for the client. I received an error and downloaded the log. Here is the log text:
<p>
<i>Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: A validation error occurred. The value of 'categorycode' on record of type 'reportcategory' is outside the valid range.Detail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
<ErrorCode>-2147204326</ErrorCode>
<ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
<Message>A validation error occurred. The value of 'categorycode' on record of type 'reportcategory' is outside the valid range.</Message>
<Timestamp>2013-03-07T16:14:37.6753921Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText>
[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.TargetAttributeValidationPlugin]
[9223a793-ed74-4280-a1fa-2231e0db9424: TargetAttributeValidationPlugin]
</TraceText></i>
<p>
Luckily, another blogger had run into the same issue:
<p>
<a href="http://blog.dorrekens.com/index.php/list/152-validation-error-when-applying-a-mui-language-pack">http://blog.dorrekens.com/index.php/list/152-validation-error-when-applying-a-mui-language-pack</a>
<p>
Essentially, you need to have all of the out of the box values (1-Sales, 2-Services, 3-Marketing, 4-Administrative) still in place in the categorycode option set field on the Report Related Category entity. I, too, was missing 2 out of the 4 and had to re-add Sales and Marketing. Once you add these values, save, publish and try enabling the language again. It should work this time. Also, fair warning--after you click 'Enable' to enable a language, it warns you that it could take several minutes (8 in my case) to enable the language and CRM may be unreachable to users at this time. Make sure you do this during off hours so that the system has limited down time for users.wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-5620966289061824402013-03-05T16:32:00.001-05:002013-03-07T13:03:30.442-05:00CRM 2011 - "An error has occurred." when opening a recordHaven't blogged in a while, but thought that since I ran into an issue today that I would share my experience and resolution to the problem.
One of our clients said that when they opened a form to validate data, they received this error:
<p></p>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMxrD4HHhyphenhyphenOaidFm25DK5weKmQPXV1ac6lXIsg0mZv5TOCP2k1PKsHNEdeXvXUqlgMcVsxWOrqEZi3uSAG7OpIDpycITJYq2qr8_-X1_q__qeFlCadc7NQYDAm6P82qUETjs_00UkULp4/s1600/error.png" imageanchor="1" ><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMxrD4HHhyphenhyphenOaidFm25DK5weKmQPXV1ac6lXIsg0mZv5TOCP2k1PKsHNEdeXvXUqlgMcVsxWOrqEZi3uSAG7OpIDpycITJYq2qr8_-X1_q__qeFlCadc7NQYDAm6P82qUETjs_00UkULp4/s320/error.png" /></a>
<p></p>
After running a trace on the CRM server, all I could find in the log was an "object reference not set to an instance of an object" error (which doesn't help all that much). So, after doing some more digging, I found this article:
<p></p>
<a href="http://crmbusiness.wordpress.com/2011/04/07/crm-2011-form-loading-error-dont-panic-publish-again/">http://crmbusiness.wordpress.com/2011/04/07/crm-2011-form-loading-error-dont-panic-publish-again/</a>
<p></p>
Apparently, the problem has to do with a recently added field which got "stuck" (for lack of a better term) during your last publish of customizations. To resolve the problem, you need to remove the field (in my case, I didn't know which field was causing the issue so I had to remove sections until I found it. A pain, I know, but it's better than having to recreate the entire form.), publish and re-add the field to the form. Once you publish again, try opening the record. The problem should be fixed.
<p></p>
Hope this helps you as much as it helped me!wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-53629883540590559302012-01-06T12:19:00.003-05:002012-01-06T12:22:00.894-05:00Add Global Address List (GAL) to Contacts in Outlook 2010I had been trying to find a way to add all of my Contacts, Groups, etc. from our company's Global Address List (GAL) to my local Outlook Contacts. That way, whenever I would need to send an email it would be easy to resolve/add everyone's name in the "To:" line. I finally achieved this by completing the following steps:<br />
<br />
1. Open Outlook 2010.<br />
2. Click "New" to open a new email.<br />
3. Click "Address Book".<br />
4. Select "Global Address List" in the dropdown list under the Address Book heading.<br />
5. Click the first entry and hold down the Shift button.<br />
6. Scroll to the bottom of your GAL and select the last entry.<br />
7. Finally, right-click anywhere in the entries list and select "Add to Contacts". Depending on the number of Contacts in your GAL, this may take a minute or two.<br />
<br />
Then, you're all set. The GAL has been added to your Contacts in Outlook. You can now easily begin typing a person's name, group, whatever and you will be able to quickly add exactly who you need to the email. Enjoy!wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com17tag:blogger.com,1999:blog-7340812651300173017.post-23014266712084248392011-07-22T11:12:00.002-04:002011-07-22T15:05:12.440-04:00Ribbon Editor for CRM 2011Tanguy Touzard has developed a fantastic tool that allows you edit CRM 2011 ribbons from one simple UI:<br />
<br />
<a href="http://ribboneditor.codeplex.com/">http://ribboneditor.codeplex.com/</a><br />
<br />
It is still in the very early stages of development, but I find that it's working for me. Tanguy's blog, <a href="http://mscrmtools.blogspot.com/">Dynamics CRM Tools</a>, has a number of other useful tools that he's come up with.<br />
<br />
Also, on a side note, you'll want to check out <a href="http://www.yachtrock.biz/">this band</a>. Saw them at The Republic last night and they were great.wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-56736870613302121812011-07-15T11:28:00.006-04:002012-01-13T09:59:19.575-05:00CRM 2011 Training<a href="http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=23416">Developer Training Course for Microsoft Dynamics CRM 2011</a><br />
<br />
Good stuff.wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-44760590729621512782011-07-08T10:37:00.002-04:002011-07-08T10:57:18.426-04:00SuccessI realize it's been almost a month now since I took the exam, so I definitely needed a follow-up.<br />
<br />
Last time I posted, I mentioned that I was taking the Microsoft CRM 4.0 Applications exam. To my complete joy (and relief), I passed! I finally have a certification that gives me the title of Microsoft Certified Technology Specialist (MCTS). It was definitely not the easiest test I've ever taken, but I prevailed nonetheless. I definitely wouldn't have been able to do it without the help of this <a href="http://www.dynamicscrmtrickbag.com/2008/06/09/know-your-entities/">post</a> on Richard Knudson's blog. He covers all of the modules in a concise manner and lays to rest any confusion you might have about each entity's status properties. If you want to pass the 4.0 Applications exam, read the aforementioned article. <br />
<br />
Now that the certification is done, I'm on to the next one (sorry for the awful Jay-Z reference). In any case, I've started reading <a href="http://www.amazon.com/Beginning-3-0-Introduction-Oriented-Programming/dp/0470261293/ref=sr_1_1?ie=UTF8&qid=1310135357&sr=8-1">Beginning C# 3.0</a>. Apparently, it covers from being an absolute novice to learning advanced concepts and everything in-between. That, along with learning CRM 2011 should keep me busy for...oh,...the next year.wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-19861752728967898262011-06-17T22:09:00.000-04:002011-06-17T22:09:22.041-04:00PrayingI haven't posted anything for months so I figured now would be as good a time as any.<br />
<br />
Exactly 12 hours from now, I take the Applications in CRM 4.0 exam. I'm feeling pretty good about it, but from what I've read on other blogs, the test is no cakewalk. I'm praying that all the studying/prep materials pay off. <br />
<br />
I think Socrates just about sums up how I feel about it with the following:<br />
<br />
<i>"I know that I know nothing."</i><br />
<br />
Until tomorrow... wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-20186081344198874492011-02-02T23:36:00.004-05:002011-02-02T23:41:27.947-05:00HTML - Redirect to a new site/pageI recently got a request from a customer to un-index their site and have the main page redirect to an entirely different site. In order to do this, you <b>must</b> place this code in the HEAD section of the page for this to work**:<br />
<br />
<pre class="brush: xhtml"><m ETA http-equiv="REFRESH" content="0; url=http://www.example.com/index.html">
</pre><br />
<i>**SyntaxHighlighter is being difficult and won't let me use a META tag in my post so where you see "M ETA=""" in the block, it should simply be the word "META" by itself. Also, do not include the "m" closing tag at all.</i>wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-60843955350992169172011-02-01T00:26:00.002-05:002011-02-01T10:00:51.373-05:00How to Format Date/Time fields in CRM Mail MergeSince I have been working on this for the past hour, I think it only appropriate that I share it with you guys. <br />
<br />
By default, when running a Mail Merge, CRM (no matter how you specify the attribute type on the CRM entity) uses a datetime field. This means that even if you create an attribute and set its type as "Date only", CRM will still give you both date and time like this:<br />
<br />
"1/25/11 12:00AM"<br />
<br />
I followed the steps on <a href="http://blogs.inetium.com/blogs/microsoftcrm/archive/2009/04/29/formatting-date-time-fields-in-a-crm-mail-merge.aspx">Jeremy Winchell's blog</a> and was successful in changing the datetime field to show the desired format:<br />
<br />
"January 25, 2011"<br />
<br />
Useful.wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-56211323440686554612011-01-31T11:23:00.003-05:002011-01-31T23:54:04.405-05:00One of the greatest remixes ever created<a href="http://listen.grooveshark.com/s/Wick+it+Bed+Intruder+Song+wick+it+Dubstep+Remix+/3kgLvU?src=5">Wick-it - Bed Intruder song (Dubstep Remix)</a><br />
<br />
listen.wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-70911802544028608092011-01-30T08:20:00.034-05:002011-01-30T16:57:07.470-05:00JavaScript - Date of Birth ValidationAs a requirement for a project, I had to make sure that the applicant was at least 18 years of age. The code snippet below checks that the person is of age and (if he or she is underage) displays an alert pop-up. This code should be placed in the onSave event and will effectively prevent the CRM form from saving if the person is less than 18 years old:<br />
<br />
<pre class="brush: js">if (crmForm.all.gov_birthdate.DataValue != null)
{
var maxDate = new Date(); //get today's date
maxDate.setFullYear(maxDate.getFullYear() - 18);
if (maxDate < crmForm.all.gov_birthdate.DataValue) //under 18
{
alert('An applicant must be at least 18 years old.');
event.returnValue = false;
return false;
}
}
</pre>wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-46016053302115612332011-01-29T21:21:00.004-05:002011-01-30T17:16:59.888-05:00JavaScript - Get Object Type Code for any EntityI needed to find the specific Entity code based on its location with respect to the CRM tenant. The code below should be placed in the onLoad event of an entity. When the form is opened, the Entity code will display in an alert pop-up:<br />
<br />
<pre class="brush: js">//put in onLoad event of entity
alert('Object Type Code: ' + crmForm.ObjectTypeCode);
</pre>wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0tag:blogger.com,1999:blog-7340812651300173017.post-41153630294635376772011-01-28T15:18:00.001-05:002011-01-28T15:18:11.341-05:00And so it begins...wikkyhttp://www.blogger.com/profile/13944672317718244725noreply@blogger.com0