List is Locked. Cannot perform this action error while trying to remove marketing list member using RemoveMemberListRequest in Dynamics 365 (CRM)

Recently we got the below error while trying to remove the marketing list member from a marketing list.

This occurs if the marketing list is locked. The marketing list gets locked if it is Dynamic Marketing List. However, we are getting this issue on our Static marketing lists. Later we realized that those static marketing lists were created using Copy To Static ribbon button. When a Dynamic Marketing List is created the locked field value is false. However it gets set as true when we convert it to Static using Copy To Static functionality.

Changing the Locked field value as No fixed the issue.

Hope this helps..

Key not valid for use in specified state while using Configuration Manager in Dynamics 365

While trying to login in Configuration Migration (DataMigrationUtility.exe), we were getting the below error in the log file.

CM

The tool was working fine from one machine but giving an error in other. As suggested in some forum, deleting the LiveDeviceId.xml also didn’t fix the issue.

The way we got it working was to download the latest version of SDK and running the tool from there.

Missing RemoveListMembersListRequest in CRM.

In one of our recent implementations, we were working with Marketing List which could be in millions.

So we had the recent request wherein we split the marketing list into groups.

For adding members to a marketing list we have the following request

AddListMembersListRequest 

https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.addlistmemberslistrequest.aspx

which is quite efficient as we can add multiple members in a single request.

However, when it comes to removing a member from marketing, we do not have a corresponding Remove request like RemoveListMembersListRequest.

https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.removememberlistrequest.aspx

We only have RemoveMemberListRequest, which only removes 1 member at a time, which is highly inefficient when we are taking in consideration large number of records.

Kindly vote up for this idea !!

https://ideas.dynamics.com/ideas/dynamics-crm/ID0002529

More details

https://social.microsoft.com/Forums/en-US/5d700a43-0c57-4a47-9c8e-192c70d30a2d/removememberlistrequest-causes-sql-timeout-error?forum=crmdevelopment

Using Shared Mailbox and Queue in CRM for implementing generic email address in Dynamics 365 and Exchange Online.

Recently, we had a requirement to send email to customers using a generic email address like donotreply@domain.com from Dynamics CRM (& Exchange Online).

The way we can implement this is through Shared Mailbox and Queue in CRM Online.

Log in to the Administration Portal

https://portal.office.com/adminportal/home#/homepage

Select Shared mailboxes

Members can be added to the Shared Mailbox

Now back in CRM assign the email id to a particular queue.

Now sending an email activity with From as Queue and to as one of the user inside CRM.

Open the user’s mail box.

Make sure we have done Test and Enabled Mailbox for the Shared Email Box and have set Incoming and Outgoing Email as Server-Side Synchronization.

Hope it helps..

Dynamics 365 – The Next Release – July Update (v9.0)

July Update for Dynamics 365 – Highlights

Greg Olsen - Yellow Duck Guy -

Last week I joined the Dynamics 365 Executive Briefing sessions that gave us a glimpse of the next release of Dynamics 365. This release would also be referred to as the July Update for Dynamics 365. This release would be known as version 9.0.

From these sessions, I decided to collate a collection of slides as my HIGHLIGHTS of the content that was shared. Trying to condense 3 days of content was a tough ask. Therefore I added content where I thought it was relevant or quick to do.

Find below my highlights of the 3 day Dynamics 365 Executive Briefing.

JulyUpdate

You can download my Highlights PowerPoint slide deck using the below.

https://app.box.com/s/6pm1xjj9bna1anlfzz9e2d1hw3hmiyt3

Enjoy!

Greg Olsen
YellowDuckGuy

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App not accessible to certain users in Dynamics 365 (CRM)

Recently we created a new App for one our clients and gave permission to appropriate security roles to access those App.

But still some users were not able to access the App.

Eventually we realized the Security Roles (custom one) assigned was not having Read permission on App to access it.

This fixed the issue.

Hope it helps..