{Markus Konrad}

D365 CE - Permissions for Units and Unit Groups

2026-03-02T21:13:00.004+01:00

Simple topic basically but I also had to retest it again. If you want to control the permissions for Units (uom) and/or Unit Groups (unitschedule), you must do this via the product entity. So, for example allowing create permissions for the product table, results in create permissions for Units and Unit Groups.

Hope this helps,

Cheers!

Dual Write - Debug Errors via D365 FO DualWriteErrorLog

2025-01-13T22:29:00.004+01:00

To debug the errors in Dual Write, in addition to the normal Error Log in Data Management, the following approach can be used.

Open D365 FO as Admin-User
Search for "Excel Workbook Designer" https://YOUR-FO-INSTANCE/?cmp=DE02&mi=ExportToExcelWorkbookDesigner
Search for "dualwrite"
Select "DualWriteProjectConfiguration"
Select "All Fields"
Click "Create workbook"
Click "Download"
Open the Excel file and click "Enable Editing"
Authenticate with your D365 FO Admin user in the Dialog window (FO-Connector)
Search for Entity Name in list of Projects (column B - External entity name)
Search for column "IsDebugMode"
Change both lines to "Yes"
Remove all filters from Excel (column B)
Click Publish
Open Error Log Url in D365 FO https://YOUR-FO-INSTANCE/?mi=SysTableBrowser&TableName=DualWriteErrorLog
Reproduce the issue in the application
Reopen the URL (step 15 again) and click the Office icon in top right corner

The result contains the error messages in column "DetailedError Message".

Note: Dont forget to change "IsDebugMode" back to "No" after troubleshooting session.

Cheers!

Dual Write Error - Query extended range failure: Syntax error near 94

2024-11-28T20:51:00.003+01:00

The error "Query extended range failure: Syntax error near 94" was showing up when a Vendor was created in D365 FO. The setup includes Global Address Book with Vendor Concept based on Accounts.

The root cause of the issue was a typo in the Filter Condition - Left Hand Side - FO.

(((VendorPartyType == "Organization") || (VendorPartyType == "Person")) && (VendorGroupID != 'ABC'))

As described in the Filter documentation (Link), double quotes must be used for string instead of single quotes. The following query works fine.

(((VendorPartyType == "Organization") || (VendorPartyType == "Person")) && (VendorGroupID != "ABC"))

Cheers!

Dual Write Error - Write failed for entity CDS Contacts V2 with unknown exception

2023-09-01T15:30:00.002+02:00

In my current project we had to remove the Global Address Book Solution for Dual Write from the Environment. During this process, the following error was occurring on Customer Create.

Write failed for entity CDS Contacts V2 with unknown exception - Field 'Associated party number' must be filled in.\nvalidateField failed on field 'smmContactPersonCDSV2Entity.AssociatedPartyNumber'

The problem was that the plugin "Microsoft.Dynamics.SCMExtended.Plugins.Plugins.LeadPrimaryContactPostCreate: QualifyLead of lead" was still deactivated. This Plugin is about to be disabled on install of GAB (Link) and this Error is what you are facing if you do not enable it afterwards.

Cheers

D365 CE - Failure 0x80040203 AttributeId is null

2022-03-30T21:59:00.002+02:00

Since I have seen this failure now in my last project and also got some questions from others in the past, I just wanted to document our root cause as well here. There are already posts out there but the one I found did not really explaining the issue itself my point of view.

In our scenario, we just enabled Virtual Entities for a PoC in one of our lower test environments (not in dev due to some infra topics) and added a lookup (n:1 Relation) to this Virtual Entity. Afterwards we decided to go without the Virtual Entities due to the current limitations and created a Lookup with same name but to a regular Entity. The problem was that the PoC was not reverted before we deployed the final solution in the test environment which caused this (not really helpful) error message "0x80040203 AttributeId is null".

Cheers

Dual Write - Failed to get template prerequisite sequences

2022-01-12T20:34:00.003+01:00

Today we were facing a strange issue in a Dual Write setup. We just stopped a map for a testing a specific scenario in FO an afterwards, we could not reenable (Sync) the map. The Error message "[Unknown] Failed to get template prerequisite sequences. - The specified item 'xxx' does not exist in the graph" was shown instead of the Sync-Window.

To solve the issue, we just changed the map version to an older instance (e.g. v1.0.0) and afterwards back to our current version (v1.0.1).

Cheers

D365 ClientExtensions Sample - Custom Booking Button

2021-08-24T00:11:00.002+02:00

The ClientExtensions feature in the D365 Schedule Board is still a kind of a hidden feature and not really advertised by Microsoft. Maybe because the integration points are not perfectly documented yet and there are still changes ongoing.

In some Insider Program communities, you can find some hints for this feature also from MS colleagues but those are not working perfectly. We discussed our issue with a MS Support Engineer and could solve it. So I just want to share the findings.

The initial approach can be found here (Insider Program access required). This one was not working directly for us since we needed the button to work directly after the Booking item was created (e.g. via Drag&Drop from 'Unscheduled Work Orders' area). In the MS sample, a page reload was required.

To get this fixed, override of Board.RenderHourlyBooking must be used. You can find the full Code Sample on Github.

var sbclientExtension = {

    /** Overrides the required click events in the Booking element */
    override: {
        "Board.RenderHourlyBooking": function (requestContext, parentHandler) {
            setTimeout(function () {
                //...                
            }, 5000);
            return parentHandler.execute();
        }
    }
}

Cheers!

PowerAutomate/(Cloud-)Flow not triggering via D365 CE/CDS/Dataverse Adapter

2021-02-13T18:54:00.000+01:00

If your Flow is not triggering via the CE (Dataverse) Adapter, first of all you should check the Troubleshooting hints from Microsoft.

Troubleshoot common issues with triggers - Power Automate | Microsoft Docs

If this does not help, you can also check if your Org is still in Admin Mode (maybe this was not activated after the last restore/copy from another system).

Cheers

PS: The Microsoft-Renamings are destroying each tag structure...

Known Issues Microsoft Dynamics 365 (On-Premise) Update 2.13 (8.2.13.21)

2020-07-08T18:32:00.000+02:00

Since we were facing some strange issues with the latest 8.2 Update, I just recommend everyone to not go for this step and plan directly for the 9.X. We were facing some issues with Workflow Activation as part of the deployment due to custom activities and Microsoft Support told us, this Update will fix this topic.

Summary

Problem was not fixed
2 new Issues were introduced

Issue 1 - Newtonsoft Missing in Installer

After installation, we found monitoring errors in the event log.

1. Error: MSCRMMonitoringRuntime
Monitoring runtime failed: Machine: << Removing the server Name >>: Exception: Could not load file or assembly 'Newtonsoft.Json, Version=6.0.0.0,

2. Error: MSCRMMonitoringRuntime

Monitoring runtime failed: Machine: << Removing the server Name >> : Exception: SmokeTests failed with exception : System.TypeInitializationException: The type initializer for 'Microsoft.Crm.Monitoring.MonitoringSettings' threw an exception. ---> System.IO.FileNotFoundException: Could not load file or assembly 'Newtonsoft.Json, Version=6.0.0.0, Culture=neutral, PublicKeyToken=.................' or one of its dependencies. The system cannot find the file specified.

After alignment with Microsoft Support, they confirmed it is a bug and recommended the following steps:

Copy the Newtonsoft from CRM installed folder "D:\Microsoft Dynamics CRM\CRMWeb\bin\Newtonsoft.Json.dll"
Past the dll file in "D:\Microsoft Dynamics CRM\Monitoring\bin"
Restart the "MSCRMMonitoringRuntime" service

It was working, monitoring errors disappeared.

Issue 2 - Attachment Records not deleted

Microsoft switched the email attachment deletion pattern from a direct delete to a soft delete (most likely due to the new pattern in online which is storing the attachments in Blob Storage). Since we developed this solution for our current customer in On-Premise, we figured out that the deletion of the old attachments is not working anymore since the Update was installed.

D365 is now creating additional records in the Attachment-Table but the deletion job is not aware of deleting those records.

Also, MS informed us that they will most likely not provide a fix for 8.X since the problem is already fixed in 9.X

Microsoft shared a SQL script to get rid of the old records which must now be executed as a SQL Job.

Links:

Cheers

Azure Hybrid Connection

2020-04-03T16:28:00.001+02:00

In the current project, we had to work around some temporary network restrictions to continue with the release. For a first test period, an endpoint had to be called from an Azure Function, which was not yet available on a public server and also this endpoint was not in the hands of our team. Calling it from our dev/test network worked fine.

To sort that out, we just enabled for a few weeks a Hybrid Connection at the required Azure Function and installed the Hybrid Connection Manager on a Machine in our dev/test network. The result is, that for the Function, the endpoint URL is reachable as it would be with a direct call. Behind the scenes, the Request is processed by an Azure Relay/Service Bus From Azure to our Test Server and from there, the request is triggered to the specific endpoint. The response is routed back the same channel so from a caller point of view, it behaves completely like calling a synchronous endpoint.

The important fact is, that there is no active call into the network but the Hybrid Connection Manager is recognizing the activity (call) to the Relay and is processing it in nearly realtime.

Since this was done in 10 minutes, it saved us a lot of time and also avoided any mocking for this endpoint.

Cheers

Get-AzKeyVaultSecret failing with 'Forbidden'

2020-03-23T18:30:00.000+01:00

While preparing the pipeline scripts for the current project, I was not able to fetch the secrets form our KeyVault via Powershell using Get-AzKeyVaultSecret.

The Access Policies have been configured correctly and I was owner of the subscription.

Unfortunately, the KeyVault requires explicit 'owner' permissions on KeyVault level to make this work.

Error
Get-AzKeyVaultSecret : Operation returned an invalid status code 'Forbidden'

Solution
Grant owner permissions (temporarily) to your AD-User on KV-Level.

Cheers

Dynamics365 CE (CRM) Object Type Codes

2019-12-02T13:47:00.001+01:00

Since there is still not official list on MSDN, publishing my own D365 ObjectTypeCode list.
Also as a personal reference. ;)

The source system was 8.2.3.8 On Premise.

Excel

ObjectTypeCode	LogicalName
1	account
2	contact
3	opportunity
4	lead
5	annotation
6	businessunitmap
7	owner
8	systemuser
9	team
10	businessunit
11	principalobjectaccess
12	roleprivileges
13	systemuserlicenses
14	systemuserprincipals
15	systemuserroles
16	accountleads
17	contactinvoices
18	contactquotes
19	contactorders
20	servicecontractcontacts
21	productsalesliterature
22	contactleads
23	teammembership
24	leadcompetitors
25	opportunitycompetitors
26	competitorsalesliterature
27	leadproduct
28	roletemplateprivileges
29	subscription
30	filtertemplate
31	privilegeobjecttypecodes
32	salesprocessinstance
33	subscriptionsyncinfo
35	subscriptiontrackingdeletedobject
36	clientupdate
37	subscriptionmanuallytrackedobject
39	sharedobjectsforread
40	teamroles
41	principalentitymap
42	systemuserbusinessunitentitymap
43	principalattributeaccessmap
44	principalobjectattributeaccess
45	subscriptionstatisticsoffline
46	subscriptionstatisticsoutlook
47	subscriptionsyncentryoffline
48	subscriptionsyncentryoutlook
50	position
51	systemusermanagermap
52	usersearchfacet
90	principalobjectaccessreadsnapshot
91	recordcountsnapshot
92	teamtemplate
99	socialprofile
112	incident
113	childincidentcount
123	competitor
126	documentindex
127	kbarticle
129	subject
132	businessunitnewsarticle
135	activityparty
150	usersettings
950	newprocess
951	translationprocess
952	phonetocaseprocess
953	opportunitysalesprocess
954	leadtoopportunitysalesprocess
955	expiredprocess
1001	activitymimeattachment
1002	attachment
1003	internaladdress
1004	competitoraddress
1006	competitorproduct
1007	imagedescriptor
1010	contract
1011	contractdetail
1013	discount
1016	kbarticletemplate
1017	leadaddress
1019	organization
1021	organizationui
1022	pricelevel
1023	privilege
1024	product
1025	productassociation
1026	productpricelevel
1028	productsubstitute
1030	systemform
1031	userform
1036	role
1037	roletemplate
1038	salesliterature
1039	savedquery
1043	stringmap
1048	dynamicproperty
1049	dynamicpropertyoptionsetitem
1055	uom
1056	uomschedule
1070	salesliteratureitem
1071	customeraddress
1072	subscriptionclients
1075	statusmap
1080	discounttype
1082	kbarticlecomment
1083	opportunityproduct
1084	quote
1085	quotedetail
1086	userfiscalcalendar
1088	salesorder
1089	salesorderdetail
1090	invoice
1091	invoicedetail
1094	authorizationserver
1095	partnerapplication
1111	savedqueryvisualization
1112	userqueryvisualization
1113	ribbontabtocommandmap
1115	ribboncontextgroup
1116	ribboncommand
1117	ribbonrule
1120	ribboncustomization
1130	ribbondiff
1140	replicationbacklog
1141	characteristic
1142	ratingvalue
1144	ratingmodel
1145	bookableresourcebooking
1146	bookableresourcebookingheader
1147	bookableresourcecategory
1148	bookableresourcecharacteristic
1149	bookableresourcecategoryassn
1150	bookableresource
1151	bookableresourcegroup
1152	bookingstatus
1189	recommendeddocument
1200	fieldsecurityprofile
1201	fieldpermission
1202	systemuserprofiles
1203	teamprofiles
1213	queuemembership
1234	channelpropertygroup
1235	dynamicpropertyassociation
1236	channelproperty
1300	socialinsightsconfiguration
1309	savedorginsightsconfiguration
1333	dynamicpropertyinstance
1400	syncattributemappingprofile
1401	syncattributemapping
1402	systemusersyncmappingprofiles
1403	teamsyncattributemappingprofiles
1404	principalsyncattributemap
2000	annualfiscalcalendar
2001	semiannualfiscalcalendar
2002	quarterlyfiscalcalendar
2003	monthlyfiscalcalendar
2004	fixedmonthlyfiscalcalendar
2010	template
2011	contracttemplate
2012	unresolvedaddress
2013	territory
2015	theme
2016	usermapping
2020	queue
2023	queueitemcount
2024	queuemembercount
2027	license
2029	queueitem
2500	userentityuisettings
2501	userentityinstancedata
3000	integrationstatus
3005	channelaccessprofile
3008	externalparty
3231	connectionrole
3232	connectionroleassociation
3233	connectionroleobjecttypecode
3234	connection
4000	equipment
4001	service
4002	resource
4003	calendar
4004	calendarrule
4005	resourcegroup
4006	resourcespec
4007	constraintbasedgroup
4009	site
4010	resourcegroupexpansion
4011	interprocesslock
4023	emailhash
4101	displaystringmap
4102	displaystring
4110	notification
4120	exchangesyncidmapping
4200	activitypointer
4201	appointment
4202	email
4204	fax
4206	incidentresolution
4207	letter
4208	opportunityclose
4209	orderclose
4210	phonecall
4211	quoteclose
4212	task
4214	serviceappointment
4215	commitment
4216	socialactivity
4220	untrackedemail
4230	userquery
4231	metadatadifference
4232	businessdatalocalizedlabel
4250	recurrencerule
4251	recurringappointmentmaster
4299	emailsearch
4300	list
4301	listmember
4400	campaign
4401	campaignresponse
4402	campaignactivity
4403	campaignitem
4404	campaignactivityitem
4405	bulkoperationlog
4406	bulkoperation
4410	import
4411	importmap
4412	importfile
4413	importdata
4414	duplicaterule
4415	duplicaterecord
4416	duplicaterulecondition
4417	columnmapping
4418	picklistmapping
4419	lookupmapping
4420	ownermapping
4421	bookableresourcebookingexchangesyncidmapping
4423	importlog
4424	bulkdeleteoperation
4425	bulkdeletefailure
4426	transformationmapping
4427	transformationparametermapping
4428	importentitymapping
4450	dataperformance
4490	officedocument
4500	relationshiprole
4501	relationshiprolemap
4502	customerrelationship
4503	customeropportunityrole
4545	entitlementtemplateproducts
4567	audit
4600	entitymap
4601	attributemap
4602	plugintype
4603	plugintypestatistic
4605	pluginassembly
4606	sdkmessage
4607	sdkmessagefilter
4608	sdkmessageprocessingstep
4609	sdkmessagerequest
4610	sdkmessageresponse
4611	sdkmessageresponsefield
4613	sdkmessagepair
4614	sdkmessagerequestfield
4615	sdkmessageprocessingstepimage
4616	sdkmessageprocessingstepsecureconfig
4618	serviceendpoint
4619	plugintracelog
4700	asyncoperation
4702	workflowwaitsubscription
4703	workflow
4704	workflowdependency
4705	isvconfig
4706	workflowlog
4707	applicationfile
4708	organizationstatistic
4709	sitemap
4710	processsession
4712	processtrigger
4724	processstage
4725	businessprocessflowinstance
4800	webwizard
4802	wizardpage
4803	wizardaccessprivilege
4810	timezonedefinition
4811	timezonerule
4812	timezonelocalizedname
6363	entitlementproducts
7000	systemapplicationmetadata
7001	userapplicationmetadata
7100	solution
7101	publisher
7102	publisheraddress
7103	solutioncomponent
7105	dependency
7106	dependencynode
7107	invaliddependency
7108	dependencyfeature
7272	entitlementcontacts
8000	post
8001	postrole
8002	postregarding
8003	postfollow
8005	postcomment
8006	postlike
8050	tracelog
8051	traceassociation
8052	traceregarding
8181	routingrule
8199	routingruleitem
8840	hierarchyrule
9006	appmodule
9007	appmodulecomponent
9009	appmoduleroles
9100	report
9101	reportentity
9102	reportcategory
9103	reportvisibility
9104	reportlink
9105	transactioncurrency
9106	mailmergetemplate
9107	importjob
9201	localconfigstore
9300	convertrule
9301	convertruleitem
9333	webresource
9400	channelaccessprofilerule
9401	channelaccessprofileruleitem
9404	channelaccessprofileentityaccesslevel
9502	sharepointsite
9507	sharepointdocument
9508	sharepointdocumentlocation
9509	sharepointdata
9510	rollupproperties
9511	rollupjob
9600	goal
9602	goalrollupquery
9603	metric
9604	rollupfield
9605	emailserverprofile
9606	mailbox
9607	mailboxstatistics
9608	mailboxtrackingfolder
9609	mailboxtrackingcategory
9613	sqlencryptionaudit
9650	complexcontrol
9699	orginsightsmetric
9700	entitlement
9701	entitlementchannel
9702	entitlementtemplate
9703	entitlementtemplatechannel
9750	sla
9751	slaitem
9752	slakpiinstance
9753	customcontrol
9754	customcontrolresource
9755	customcontroldefaultconfig
9866	mobileofflineprofile
9867	mobileofflineprofileitem
9868	mobileofflineprofileitemassociation
9869	syncerror
9910	multientitysearch
9911	multientitysearchentities
9919	hierarchysecurityconfiguration
9930	knowledgebaserecord
9931	incidentknowledgebaserecord
9932	timestampdatemapping
9933	recommendationmodel
9934	recommendationmodelmapping
9935	recommendationmodelversion
9936	azureserviceconnection
9937	recommendationmodelversionhistory
9938	recommendationcache
9940	documenttemplate
9941	personaldocumenttemplate
9942	topicmodelconfiguration
9943	topicmodelexecutionhistory
9944	topicmodel
9945	textanalyticsentitymapping
9946	topichistory
9947	knowledgesearchmodel
9948	topic
9949	advancedsimilarityrule
9950	officegraphdocument
9951	similarityrule
9953	knowledgearticle
9954	knowledgearticleincident
9955	knowledgearticleviews
9957	languagelocale
9958	feedback
9959	category
9960	knowledgearticlescategories
9961	delveactionhub
9962	actioncard
9968	actioncarduserstate
9973	actioncardusersettings
9983	cardtype
9986	interactionforemail
9987	externalpartyitem
9997	emailsignature
10000	msdyn_postalbum
10001	msdyn_postconfig
10002	msdyn_postruleconfig
10003	msdyn_wallsavedquery
10004	msdyn_wallsavedqueryusersettings

Cheers

Dynamics365 - The size necessary to buffer the XML content exceeded the buffer quota

2019-05-08T18:10:00.000+02:00

During a regular deployment the last weeks, we were running into a generic error.

Error - System.ServiceModel.QuotaExceededException: The size necessary to buffer the XML content exceeded the buffer quota

Since our Solution size is far away from being critical, this could not be the problem. Also the deployment worked fine in the QA environment

After investigating a bit, we came to know that this was related to the Database replication which has been extended by the DB team of the customer independently. After reverting this change, the deployment worked fine.

cheers

Dynamics365 - SQL Reporting working / FetchXML Reporting not working (rsProcessingAborted)

2019-05-07T17:55:00.000+02:00

There are thousands of posts about the rsProcessingAborted error but most of them are pointing to general reporting (rdl) issues.

In the current project (ongoing for few years), we introduced the first FetchXML based report now. The previous ones have been SQL based (OnPrem).

After deploying the report from Test to QA, the following error code appeared.

The report cannot be displayed. (rsProcessingAborted)

Since SQL based reports were working fine it could not be a general reporting issue.
Also a newly created temp report with only one column was not working so also an error with the newly designed report could not be the reason.

After checking the SSRS logs (\Reporting Services\LogFiles), I could see following message.

Could not connect to net.tcp:///CrmSandboxSdkListener-w3wp.

After checking the Implementation Guide - "Dynamics365_PlanandDeploy.pdf", I found the following entry.

After opening the TCP 808 port, the rendering worked as expected.

cheers

Dynamics365 - Upgrade Issues 8.2.3

2019-03-25T16:31:00.003+01:00

There are some nice articles out there explaining issues/experiences with the 8.2.3 upgrade.
E.g. the one from Kylie Kiser (Link).

One thing we recognized after the upgrade was the broken Signature Feature.

Scenario

Signature is owned by a Team
User is assigned to that Team
User creates an email and clicks "Insert Signature"
The user can see the list of available Signatures (e.g. DE)
Now, the user changes the language (e.g. to EN) and would expect the configured english signatures
Instead of that, the list remains empty
Also switching back to the base language (e.g. DE) does not work anymore. The list remains empty.

The problem does not appear, when the template is owned by an User.

Microsoft accepted this as a defect and will fix it - Let´s see when.

cheers

Setup Web Deploy for Windows Server

2018-12-18T16:40:00.000+01:00

To simplify the deployment of web apps / web services on a load balanced system, you want to use a central point for deployment (I am in an environment currently where the development happens completely outside the customer network, so there is no Build Server etc. available, we scripted the deployment).

1.) Enable the IIS features you need and dont forget "Web Server (IIS) --> Management Tools --> Management Service

2.) Install Microsoft Web Deployment Tool (https://www.iis.net/downloads/microsoft/web-deploy)

3.) Make sure the "IIS Deployment Handler" node is enabled (by default this is not checked)

4.) Open link "https://:8172/msdeploy.axd"

Note: You need to apply those changes on all web servers.

cheers

Powerpoint Statusslides Hell (Traffic Lights) - Solved

2018-12-11T20:20:00.001+01:00

The last years I was looking more or less every week on status slides or I had to create them. Whereever possible, I try to use direct exports from tools like TFS and just copy the table to the deck.

Sometimes a specific format for the famous traffic lights status column is required. So most people (including me until today) were just adding a circle shape and putting it into the Status-Column.

The week after, you need to add new items to the table and your format gets broken because the circles are just not moving.
To get rid of this issue, you can easily use Symbols in Powerpoint.

Insert --> Symbol --> Symbol --> Select the one you need --> just change Font-Size and Color

The symbol will now be handled like every other regular text.
Alternatively you can just copy and past the black dot from below.

⬤

Black Large Circle

Result:

Cheers,
Markus

Dynamics CRM - What happens to the audit log when field gets deleted?

2018-10-12T11:25:00.002+02:00

If you delete a field from a CRM entity, the complete column gets dropped from the database table. This is a known fact and should be mentioned explicitly in your design/userstory to avoid confusion later. The question is, what happens to the audit log itself?

I was doing some testing on 8.1.0 OnPremise and the good thing is, Microsoft is handlign this quite nice (i am not sure if this was the case from the beginning of the audit log).

I created a field "Bank Secret" in the account entity with auditing enabled, created a new account and afterwards deleted the field from form and entity again.

Result

The audit-entry still exists
the field name is flagged with a id and a "[deleted]" marker
The value is removed and shows the famous "audit" icon

Cheers

Dynamics CRM - Possible values for TraceLogBase.ErrorTypeDisplay

2018-09-06T23:05:00.000+02:00

In my current project we are cleaning up the TraceLogBase table to reduce the DB size and overall get rid of unnecessary data.

Since the documentation on MSDN is not very helpful to understand/make sure what exactly is traced in the table (only email related or other things as well), I extracted the current entries of a ~3 years old database and grouped them by "ErrorTypeDisplay". Following values I identified.

Note: Maybe not complete!

ExchangeSyncACTDeliveryMethodNotExchangeSynchronization
ExchangeSyncUnapprovedEmailAddress
IncomingDeliveryMethodNotEmailRouter
IncomingEmailRejected
IncomingEmailServerServiceError
IncomingMailboxTimeoutError
IncomingServerCertificateError
IncomingTestConfigurationSuccess
InvalidIncomingEmailServerProfile
InvalidIncomingMailboxCredentials
InvalidIncomingMailboxEmailAddress
InvalidOutgoingEmailServerProfile
InvalidOutgoingMailboxCredentials
InvalidRecipientEmailAddress
MailboxQuotaExceeded
OutgoingDeliveryMethodNotEmailRouter
OutgoingEmailServerServiceError
OutgoingMailboxSendAsPermission
OutgoingServerCertificateError
OutgoingTestConfigurationSuccess
RetrieveAttachmentFailure
UnapprovedIncomingEmailAddress
UnapprovedOutgoingEmailAddress

Query which also returns the amount of traces

Use

SELECT ErrorTypeDisplay, Count(*) AS 'Number of Traces'

FROM

GROUP BY ErrorTypeDisplay

ORDER BY ErrorTypeDisplay

Cheers

Dynamics CRM TimeZones

2016-05-21T16:28:00.001+02:00

To retrieve timezone records for Dynamics CRM you can use following request.

IOrganizationService service = con.GetOrganizationService();
QueryExpression query = new QueryExpression("timezonedefinition");
query.ColumnSet = new ColumnSet(true);
EntityCollection col = service.RetrieveMultiple(query);

You can find a list (exported from 2016 online) here:

CSV
Excel

Cheers

Online toolbox "msxrmtools.com"

2016-03-21T18:14:00.002+01:00

Today i found a nice little helper. It provides metadata browser, FetchXML tester, Url QueryString Analyzer and other helpful features. And all of that without importing solutions to your organization or running local applications.

msxrmtools

Fetch XML sample

QueryString analyzer sample

Cheers

Dynamics CRM – Get rid of warning messages for Outlook, Navigation Tour and Tablets

2015-02-06T17:24:00.000+01:00

The messages are pretty helpful for the first time you are using the system. But especially if you have to prepare demo environments very often, you don’t want to have them anytime logging in to your environment.

Disable “Outlook Client” – Message

Settings –> Administration –> Outlook-Tab –> Disable “Users see ‘Get CRM for Outlook’ option displayed in the message bar”

Disable “Navigation Tour” – Message

Settings –> Administration –> General-Tab –> Disable “Display navigation tour to users when they sign in”

Disable “Tablet” – Message

Settings –> Administration –> General-Tab –> Disable “User see app download message”

Cheers

Dynamics CRM Enhanced vs. Standard Service Level Agreements (SLA’s)

2015-01-15T11:54:00.001+01:00

The following list provides an overview about the main differences between Enhanced and Standard SLA’s.

Standard

Available since Spring 2014 Release
No Pause/Resume functionality
No Success Actions
Status needs to be changed manually using Warning/Error Actions (e.g. Noncompliant, Nearing Noncompliant)
Related fields are available in the case form directly (First Response By, Resolve By)
“On Hold Time (Minutes)”- and “Last On Hold”-Field is not maintained automatically

Enhanced

Available since Fall 2014 Release
Pause/Resume functionality
Success Actions
Status chances automatically (e.g. Noncompliant, Nearing Noncompliant)
Related fields are linked into the case form using additional entity “KPI Instance”, Quick View Forms and the Timer Control.
“On Hold Time (Minutes)”- and “Last On Hold”-Field in Case is used automatically

Dynamics CRM Bookmarklets Collection (CBC)

2015-01-14T23:11:00.000+01:00

A few weeks ago i found a nice post from Deepesh Somani where he describes its collection of bookmarklets. This helpers are very nice but unfortunately it was not possible to import them in Internet Explorer, only Chrome worked for me. Based on this experience i created a collection of the most important ones (my point of view) and added additional ones.

Project Page: http://markuskonrad.de/cbc/

Introduction Video:

Cheers

Enable Announcements in CRM 2013 / CRM 2015

2014-11-26T17:17:00.001+01:00

By default, announcements are not available for the user in versions > 2011.

In Settings –> Announcements, it is still possible to configure them.

To show them in the basic navigation, you have to manipulate the SiteMap. I suggest to use XrmToolbox (SiteMap Editor).

You can also add the XML-Code manually.

1 <Group Id="MyWork" ResourceId="Group_MyWork"...>
2     ...
3     <SubArea Entity="businessunitnewsarticle" 
4         Id="nav_news" Url="/home/homepage/home_news.aspx" 
5         AvailableOffline="false" PassParams="false" />
6 </Group>

Cheers