Category: CRM 5

Insufficient Permissions error while updating records using Excel Online in Dynamics 365

Recently one of our users reported the below while trying to bulk update the records using Excel Online feature.

The user had the Update rights for those records.

Basically, the Excel Online update features creates a data import job in the background.

https://debajmecrm.com/2015/11/14/dynamics-crm-excel-online-field-changes-save/

So the user had to be given the import data rights.

We resolved the issue by giving the following rights to the user at organization level.

  • Data Import
  • Data Map
  • Import Source File
  • Web Wizard
  • Web Wizard Access Privilege
  • Wizard Page

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2015/08/18/data-import-privileges

Hope it helps..

“InsufficientMemoryException” An error has occurred issue while trying to open Organization.svc in CRM 2011.

Hi,

Got the below error while trying to open the organization.svc in browser. Although rest of the CRM was working properly.

Checked the event log and got this interesting error message over there.

Exception information:

Exception type: InsufficientMemoryException

Exception message: Memory gates checking failed because the free memory (208502784 bytes) is less than 5% of total memory. As a result, the service will not be available for incoming requests. To resolve this, either reduce the load on the machine or adjust the value of minFreeMemoryPercentageToActivateService on the serviceHostingEnvironment config element.

at System.ServiceModel.Activation.ServiceMemoryGates.Check(Int32 minFreeMemoryPercentage, Boolean throwOnLowMemory, UInt64& availableMemoryBytes)

at System.ServiceModel.ServiceHostingEnvironment.HostingManager.CheckMemoryCloseIdleServices(EventTraceActivity eventTraceActivity)

at System.ServiceModel.ServiceHostingEnvironment.HostingManager.EnsureServiceAvailable(String normalizedVirtualPath, EventTraceActivity eventTraceActivity)

As suggested by the error message, increasing the RAM resolved the issue.

Bye.

Adding my first custom button in CRM 2011

Suppose we want to add a button next to “Save & Close” button in Account Entity’s form.

To do that we need to define a CustomAction child element to CustomActions element within RibbonDiffXml.

Export the solution containing the account entity.

Attributes for CustomAction are

ID– Give it any unique id.

Location– For defining location we first need to find out the id for Save group within the MainTab of the form and then append _children to it.

_children needs to be defined to add a custom button to an existing group.

Open the accountribbon.xml file within

.. sdk\samplecode\cs\client\ribbon\exportribbonxml\exportedribbonxml\

There we can find the following info.


<Groups Id=”Mscrm.Form.account.MainTab.Groups“>


<Group Id=”Mscrm.Form.account.MainTab.Save“ Command=”Mscrm.Enabled“ Sequence=”10“ Title=”$Resources:Ribbon.Form.MainTab.Save“ Image32by32Popup=”/_imgs/ribbon/save32.png“ Template=”Mscrm.Templates.Flexible2“>


<Controls Id=”Mscrm.Form.account.MainTab.Save.Controls“>


<Button Id=”Mscrm.Form.account.SaveAsComplete“ ToolTipTitle=”$Resources:Ribbon.Form.MainTab.Save.SaveAsComplete“ ToolTipDescription=”$Resources(EntityDisplayName):Ribbon.Tooltip.SaveAsComplete“ Command=”Mscrm.SavePrimaryActivityAsComplete“ Sequence=”10“ LabelText=”$Resources:Ribbon.Form.MainTab.Save.SaveAsComplete“ Alt=”$Resources:Ribbon.Form.MainTab.Save.SaveAsComplete“ Image16by16=”/_imgs/ribbon/SaveAsCompleted_16.png“ Image32by32=”/_imgs/ribbon/SaveAsCompleted_32.png“ TemplateAlias=”o1“
/>

Sequence : For sequence first find out the sequence defined for Save & Close button.

<Button Id=”Mscrm.Form.account.SaveAndClose“ ToolTipTitle=”$Resources:Mscrm_Form_Other_MainTab_Save_SaveAndClose_ToolTipTitle“ ToolTipDescription=”$Resources(EntityDisplayName):Ribbon.Tooltip.SaveAndClose“ Command=”Mscrm.SaveAndClosePrimary“
Sequence=”30″
LabelText=”$Resources:Ribbon.Form.MainTab.Save.SaveAndClose“ Alt=”$Resources:Ribbon.Form.MainTab.Save.SaveAndClose“ Image16by16=”/_imgs/ribbon/saveandclose16.png“ Image32by32=”/_imgs/ribbon/saveandclose32.png“ TemplateAlias=”o1“
/>

So now our CustomAction should look like this

<CustomAction Id=”CA_MyFirstButton“ Location=”Mscrm.Form.account.MainTab.Save.Controls._children“ Sequence=”31“>

Now we next need to define CommandUIDefinition and Button child element to our CustomAction

<CommandUIDefinition>

<Button
Id=“B_MyFirstButton”


LabelText=“My First Button”


ToolTipTitle=“My First Button Tool Tip Title”


ToolTipDescription=“My First Button Tool Tip Description”


TemplateAlias=“o1”


Image16by16=“/_imgs/ribbon/saveandclose16.png”


Image32by32=“/_imgs/ribbon/saveandclose32.png”

/>

</CommandUIDefinition>

Here we are using the existing icon of Save and Close button.

Save the file, zip it as a part of the solution and import and publish it.

Final definition should look something like this. 

<RibbonDiffXml>
<CustomActions>
<CustomAction
 Id="CA_MyFirstButton"
 Location="Mscrm.Form.account.MainTab.Save.Controls._children"
 Sequence="31">
<CommandUIDefinition>
<Button
 Id="B_MyFirstButton"
 LabelText="My First Button"
 ToolTipTitle="My First Button Tool Tip Title"
 ToolTipDescription="My First Button Tool Tip Description"
 TemplateAlias="o1"
 Image16by16="/_imgs/ribbon/saveandclose16.png"
 Image32by32="/_imgs/ribbon/saveandclose32.png"/>
</CommandUIDefinition>
</CustomAction>
</CustomActions>
<Templates>
<RibbonTemplates
 Id="Mscrm.Templates"/>
</Templates>
<CommandDefinitions/>
<RuleDefinitions>
<TabDisplayRules/>
<DisplayRules/>
<EnableRules/>
</RuleDefinitions>
<LocLabels/>
</RibbonDiffXml>

Hope it helps !