Jeremy Winchell - All Comments

re: Cloning Records In Microsoft CRM 4.0 Using AJAX Controls

jehuebner — Tue, 26 Jan 2010 15:38:08 GMT

Excellent post. How can this be adapted for CRM 3.0? Am currently working on salesorder cloning function.

thx

re: Cloning Records In Microsoft CRM 4.0 Using AJAX Controls

Jeremy Winchell — Thu, 14 Jan 2010 16:50:56 GMT

cj,

The version of the cloning utility only handles the main record, it doesn't clone child records. If you want to clone the line items for the Opportunity you would need to update the code to do the following:

1. Clone the Opportunity first

2. Retrieve all Opportunity Items for the original Opportunity

3. Loop through each of those and remove the Key Value (opportunityproductid) and update the Opportunity to the GUID of the new one created in Step 1.

The error message that you are getting is that showing up in the CRM UI or in the cloning window?

re: Cloning Records In Microsoft CRM 4.0 Using AJAX Controls

cj.brooks — Thu, 14 Jan 2010 16:34:42 GMT

This appears to work perfectly, however when I use this to copy a Opportunity I receive an error message. The opportunity then appears to have been created but the Line Product Items have not been copied across.

The Error Message I receive is

Microsoft CRM Error Report:

Error Description:

contact With Id = 13ead1fe-2801-df11-bf3c-00155dc90700 Does Not Exist

Error Details:

contact With Id = 13ead1fe-2801-df11-bf3c-00155dc90700 Does Not Exist

Full Stack:

[CrmObjectNotFoundException: contact With Id = 13ead1fe-2801-df11-bf3c-00155dc90700 Does Not Exist]

at Microsoft.Crm.BusinessEntities.BusinessProcessObject.Retrieve(BusinessEntityMoniker moniker, EntityExpression entityExpression, ExecutionContext context, Int32[] deletionCodes, Int32 languageCode)

at Microsoft.Crm.BusinessEntities.BusinessProcessObject.Retrieve(BusinessEntityMoniker moniker, EntityExpression entityExpression, ExecutionContext context, Int32[] deletionCodes)

at Microsoft.Crm.BusinessEntities.BusinessProcessObject.Retrieve(BusinessEntityMoniker moniker, EntityExpression entityExpression, ExecutionContext context)

[TargetInvocationException: Exception has been thrown by the target of an invocation.]

at System.RuntimeMethodHandle._InvokeMethodFast(Object target, Object[] arguments, SignatureStruct& sig, MethodAttributes methodAttributes, RuntimeTypeHandle typeOwner)

at System.RuntimeMethodHandle.InvokeMethodFast(Object target, Object[] arguments, Signature sig, MethodAttributes methodAttributes, RuntimeTypeHandle typeOwner)

at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean skipVisibilityChecks)

at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)

at System.Web.Services.Protocols.LogicalMethodInfo.Invoke(Object target, Object[] values)

at Microsoft.Crm.Extensibility.InternalOperationPlugin.Execute(IPluginExecutionContext context)

at Microsoft.Crm.Extensibility.PluginStep.Execute(PipelineExecutionContext context)

at Microsoft.Crm.Extensibility.Pipeline.Execute(PipelineExecutionContext context)

at Microsoft.Crm.Extensibility.MessageProcessor.Execute(PipelineExecutionContext context)

at Microsoft.Crm.Extensibility.InternalMessageDispatcher.Execute(PipelineExecutionContext context)

at Microsoft.Crm.Extensibility.ExternalMessageDispatcher.Execute(String messageName, Int32 primaryObjectTypeCode, Int32 secondaryObjectTypeCode, PropertyBag fields, CorrelationToken correlationToken, CallerOriginToken originToken, UserAuth userAuth, Guid callerId)

at Microsoft.Crm.Sdk.RequestBase.Process(Int32 primaryObjectTypeCode, Int32 secondaryObjectTypeCode, CorrelationToken correlationToken, CallerOriginToken originToken, UserAuth userAuth, Guid callerId)

at Microsoft.Crm.Sdk.RequestBase.Process(CorrelationToken correlationToken, CallerOriginToken originToken, UserAuth userAuth, Guid callerId)

at Microsoft.Crm.Sdk.CrmServiceInternal.Execute(RequestBase request, CorrelationToken correlationToken, CallerOriginToken originToken, UserAuth userAuth, Guid callerId)

at Microsoft.Crm.Sdk.InProcessCrmService.Execute(Object request)

at Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.ExecuteInternal()

at Microsoft.Crm.Application.Platform.ServiceCommands.RetrieveCommand.Execute()

at Microsoft.Crm.Application.Platform.DataSource.Retrieve(String entityName, Guid entityId, String[] columns, Boolean retrieveLatest, Boolean useSystemUserContext)

at Microsoft.Crm.Application.Platform.EntityProxy.Retrieve(String columnSet)

at Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId)

at Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity)

at Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formType)

at Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity)

at Microsoft.Crm.Web.SFA.ContactDetailPage.ConfigureForm()

at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e)

at System.Web.UI.Control.PreRenderRecursiveInternal()

at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

[HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.]

at System.Web.UI.Page.HandleError(Exception e)

at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

at System.Web.UI.Page.ProcessRequest()

at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext context)

at System.Web.UI.Page.ProcessRequest(HttpContext context)

at ASP.sfa_conts_edit_aspx.ProcessRequest(HttpContext context)

at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()

at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)

Other Message:

Error Number:

0x80040217

Source File:

Not available

Line Number:

Not available

Date: 01-14-2010

Time: 11:34:16

Server: mcssv008

Request URL:

mcssv008/.../edit.aspx

re: CRM Essentials - CRM Online Internet Marketing Best Practices

Jeremy Winchell — Sat, 12 Dec 2009 16:59:13 GMT

The Recorded Live Meeting has been posted at the following link:

www.crmmn.com/.../CRM%20Online%20Internet%20Marketing%20-%20Jeremy%20Winchell%20-%20%20%20%20Dec%202,%202009.wmv

Enjoy!

re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

Jeremy Winchell — Mon, 30 Nov 2009 20:34:28 GMT

I have not run into an issue yet where the GUID that is assigned by the Guid.NewGuid() causes any type of issues. It is using the CRM SDK to generate the GUID rather than using some other method so everything should be fine.

re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

mingting_afu — Fri, 27 Nov 2009 02:10:29 GMT

Hi Jeremy,

Your code is really a big help to me..

but i have a question here, since we generate a GUID and assign it to our entity. The format of the GUID is different with the GUID generated by the CRM itself.

please see the example below:

593C3C22-37DA-DE11-A011-00089BB85CE6

44992EB5-59DA-DE11-9542-00089BB85CE6

1E633057-7F4C-4DEE-A14D-34A8B63DBEA9

E3C345DE-BFF1-4CE9-BBD9-B29289FCD45F

the first 2 GUID are generated by CRM System, it has the format ended with "00089BB85CE6", and the last 2 GUID are the GUID we create and assign to our entity, it seems that there is no format for it.

I am concerning is it fine for the CRM system to have random GUID not following its format?

Thank you for your support! ^^

re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

mingting_afu — Fri, 27 Nov 2009 01:56:58 GMT

Hi Jeremy,

Your code is really a big help to me..

but i have a question here, since we generate a GUID and assign it to our entity. The format of the GUID is different with the GUID generated by the CRM itself.

please see the example below:

593C3C22-37DA-DE11-A011-00089BB85CE6

44992EB5-59DA-DE11-9542-00089BB85CE6

1E633057-7F4C-4DEE-A14D-34A8B63DBEA9

E3C345DE-BFF1-4CE9-BBD9-B29289FCD45F

I am concerning is it fine for the CRM system to have random GUID not following its format?

Thank you for your support! ^^

re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

mingting_afu — Thu, 26 Nov 2009 11:05:14 GMT

Hi~ Jeremy~

Your code is really a big help to me~

but i have a question,

we use this code to generate an ID

"Guid _incidentguid = Guid.NewGuid();"

but the format of the generated ID is quite different from the ones generated by the CRM.

Ex.

this is the sample incidentid after i registered this plugin:

AA7B3099-C41E-4EC0-9B12-E34A9E1E17DD

1E633057-7F4C-4DEE-A14D-34A8B63DBEA9

and the following is the sample incidentid generated by CRM before I registered the plugin.

593C3C22-37DA-DE11-A011-00089BB85CE6

44992EB5-59DA-DE11-9542-00089BB85CE6

it has the format that the ID ends with "00089BB85CE6",

is it fine to have random id in the CRM system?

Thank you very much!

Hiding and Changing Left Navigation Items in CRM 4.0 Entity Screens

Arke Systems Blog — Wed, 28 Oct 2009 18:51:52 GMT

Hiding and Changing Left Navigation Items in CRM 4.0 Entity Screens

re: Triggering a Workflow with JavaScript in CRM 4.0

Jeremy Winchell — Fri, 04 Sep 2009 15:34:03 GMT

Thomas,

You can actually do that with out of box CRM functionality. There are 2 ways:

Workflow (more complex)

1. Create a Workflow for the Case Entity

2. Set the Scope to be Organization

3. Set the Trigger for the workflow to be On Demand

4. Add the logic to the workflow that would assign the case to a specific queue.

5. You can name it: "Route Case To Queue X", where X would be the name of the queue.

6. Now in the Grid view of cases you will have a Run Workflow button. You can select that, choose the workflow above and that will route the cases to the Queue.

Option 2: Assign (simple)

1. Highlight the cases that you want to route to a Queue

2. Click the Assign button in the Grid's Toolbar. It's the image of the guy in the Blue Shirt with a Green Arrow pointing at him.

3. You then have the option of assigning the records to a user or you can choose a Queue.

Jeremy

re: Triggering a Workflow with JavaScript in CRM 4.0

Thomasrath — Fri, 04 Sep 2009 07:16:01 GMT

Great post. Really helped me with a request from a customer. But how do I launch a workflow on selected records in a grid? Let's say I wanted to provide the user with the option of selecting several cases and assign it to a queue?

Regards, Thomas

re: Triggering a Workflow with JavaScript in CRM 4.0

Jeremy Winchell — Wed, 12 Aug 2009 00:10:58 GMT

Maverick,

The first place I would look would be security roles to make sure the user's running the button can execute workflows and have sufficient depth to execute the workflow used by the button.

The 2nd piece I would check would be the scope of the workflow and whether it's set to User/BU or Org. That in conjunction with security determines what records a user can execute a workflow on.

If things look ok from that end, double-check the GUID of the workflow you created to make sure that it does indeed match.

There isn't a try/catch in the JScript, but you could use the XML Response object to capture the output of the xmlSend() function to see what is returned by web call. That will help point you in the direction of what else might be causing the issue.

Let me know if any of this works or if we need to dive in a little bit more.

Jeremy

re: Triggering a Workflow with JavaScript in CRM 4.0

Maverick0679 — Tue, 11 Aug 2009 13:04:12 GMT

I've tried this thing but my workflow didn't get triggered.

I get this message

window.alert('The Case Has Been Escalated To Tier 2 Support');

also but still nothing happens?

Can you help me out???

re: Cloning Records In Microsoft CRM 4.0 Using AJAX Controls

Jeremy Winchell — Fri, 31 Jul 2009 22:36:46 GMT

Are the AJAX libraries registered in the GAC on the server? Also, is the AJAX tools library in the BIN folder of the application?

re: Cloning Records In Microsoft CRM 4.0 Using AJAX Controls

Azazello — Wed, 22 Jul 2009 07:13:39 GMT

Hi. I've developed a custom aspx page which use scriptcontrol component e.t.c.

Everything works ideally before I deploy this page onto MS CRM WebSite. When I try to open developed page I receive an error and in log I see following Exception:

>MSCRM Error Report:

--------------------------------------------------------------------------------------------------------

Error: Unknown server tag 'asp:ScriptManager'.

Error Message: An error occurred during the parsing of a resource required to service this request. Please review the following specific parse error details and modify your source file appropriately.

Error Details: Unknown server tag 'asp:ScriptManager'.

Source File: /Winner-Automotive/ISV/Kladr/Default.aspx

Line Number: 13

Request URL: sql-crm/.../Default.aspx

Stack Trace Info: [HttpException: Unknown server tag 'asp:ScriptManager'.]

at System.Web.UI.TagPrefixTagNameToTypeMapper.System.Web.UI.ITagNameToTypeMapper.GetControlType(String tagName, IDictionary attribs)

at System.Web.UI.MainTagNameToTypeMapper.GetControlType2(String tagName, IDictionary attribs, Boolean fAllowHtmlTags)

at System.Web.UI.MainTagNameToTypeMapper.GetControlType(String tagName, IDictionary attribs, Boolean fAllowHtmlTags)

at System.Web.UI.RootBuilder.GetChildControlType(String tagName, IDictionary attribs)

at System.Web.UI.ControlBuilder.CreateChildBuilder(String filter, String tagName, IDictionary attribs, TemplateParser parser, ControlBuilder parentBuilder, String id, Int32 line, VirtualPath virtualPath, Type& childType, Boolean defaultProperty)

at System.Web.UI.TemplateParser.ProcessBeginTag(Match match, String inputText)

at System.Web.UI.TemplateParser.ParseStringInternal(String text, Encoding fileEncoding)

[HttpParseException: Unknown server tag 'asp:ScriptManager'.]

at System.Web.UI.TemplateParser.ProcessException(Exception ex)

at System.Web.UI.TemplateParser.ParseStringInternal(String text, Encoding fileEncoding)

at System.Web.UI.TemplateParser.ParseString(String text, VirtualPath virtualPath, Encoding fileEncoding)

[HttpParseException: Unknown server tag 'asp:ScriptManager'.]

at System.Web.UI.TemplateParser.ParseString(String text, VirtualPath virtualPath, Encoding fileEncoding)

at System.Web.UI.TemplateParser.ParseReader(StreamReader reader, VirtualPath virtualPath)

at System.Web.UI.TemplateParser.ParseFile(String physicalPath, VirtualPath virtualPath)

at System.Web.UI.TemplateParser.ParseInternal()

at System.Web.UI.TemplateParser.Parse()

at System.Web.UI.TemplateParser.Parse(ICollection referencedAssemblies, VirtualPath virtualPath)

at System.Web.Compilation.BaseTemplateBuildProvider.get_CodeCompilerType()

at System.Web.Compilation.BuildProvider.GetCompilerTypeFromBuildProvider(BuildProvider buildProvider)

at System.Web.Compilation.BuildProvidersCompiler.ProcessBuildProviders()

at System.Web.Compilation.BuildProvidersCompiler.PerformBuild()

at System.Web.Compilation.BuildManager.CompileWebFile(VirtualPath virtualPath)

at System.Web.Compilation.BuildManager.GetVPathBuildResultInternal(VirtualPath virtualPath, Boolean noBuild, Boolean allowCrossApp, Boolean allowBuildInPrecompile)

at System.Web.Compilation.BuildManager.GetVPathBuildResultWithNoAssert(HttpContext context, VirtualPath virtualPath, Boolean noBuild, Boolean allowCrossApp, Boolean allowBuildInPrecompile)

at System.Web.Compilation.BuildManager.GetVirtualPathObjectFactory(VirtualPath virtualPath, HttpContext context, Boolean allowCrossApp, Boolean noAssert)

at System.Web.Compilation.BuildManager.CreateInstanceFromVirtualPath(VirtualPath virtualPath, Type requiredBaseType, HttpContext context, Boolean allowCrossApp, Boolean noAssert)

at System.Web.UI.PageHandlerFactory.GetHandlerHelper(HttpContext context, String requestType, VirtualPath virtualPath, String physicalPath)

at System.Web.UI.PageHandlerFactory.System.Web.IHttpHandlerFactory2.GetHandler(HttpContext context, String requestType, VirtualPath virtualPath, String physicalPath)

at System.Web.HttpApplication.MapHttpHandler(HttpContext context, String requestType, VirtualPath path, String pathTranslated, Boolean useAppConfig)

at System.Web.HttpApplication.MapHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()

at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)

Could you help me make this mechanism work?