Microsoft Dynamics CRM – Page 17 – Nishant Rana's Weblog

Existing Contact records are not opening from All Contacts view in Dynamics 365 July Update.

Recently while trying out Dynamics 365 July Update, I ran into an interesting issue.

I had to update one of the existing contact records, however, while clicking on the record, it was opening new contact form instead of opening the existing record.

I observed that it was happening when I was doing it from the All Contacts view.

Clicking on Alex Simmons opens the new contact form instead of opening existing recordà

On changing the view to Active Contacts and clicking on Alex Simmons

Opens the Alex Simmons record properly.

Is anyone else also facing the same?

The workaround you’d find in the comments below –>

Resolution
Go to Settings > Customization > Customize the System > Entities > Contacts > Views > open All Contacts view.
Add Columns > select any column > click on OK.
Select this newly added column in view and click on ‘Remove’ button.
Click on Save and close & publish all customizations.
Do Ctrl + F5 and the behaviour starts working as expected

Action not returning Output Parameter in Organization Response in Dynamics 365 (CRM)

Recently we faced a strange issue in one of our Actions. We were not getting output parameter’s value in the organization response.

Eventually, we realized it was because of the Stop Workflow step added. Removing it fixed the issue for us. We also tried by adding few other Steps like send email, status change, create record etc. after Assign Value step, however, in all those cases it properly returned the response.

Only in the case of Stop Workflow, we got the issue where the response was null for that output parameter.

Hope it helps..

Hide a Primary Navigation link using Web Page Access Control rule in Portals in Dynamics 365

Say for e.g. we want to hide Test Page navigation link from the Portal for anonymous users and make it visible only for authenticated users.

For this we can create a Web Page Access Control Rule,

Go to Portals à Web Page Access Control Rules and create a new rule as shown below

Select the Website and the web page to be hidden.

For Right, select Restrict Read and in Web Roles add Authenticated Users Web Role.

On refreshing the portal à

For logged in user

For anonymous user

Hope it helps..

Fixed – (action:Skip) failed validation for reason code: LookupRecordNotAvailable in Configuration Migration (DataMigrationUtitliy.exe) in Dynamics 365 (CRM)

Recently while trying to migrate configuration records, we started getting warning in CRM Configuration Migration tool – “Completed importing x of x, x queued for second pass updates” for multiple entities.

Looking in the log we got the below error detail

“ImportEntity – Result: True – Entity: msdyusd_agentscriptaction – Adding msdyusd_agentscriptaction to the reprocess List as field owningbusinessunit with value aeb9a12b-dd3b-e711-80fb-5065f38b5691 – LookupEntity businessunit and Record Id dac37a7f-8e3c-e311-87f2-00155dd8d60b () – (action:Skip) failed validation for reason code: LookupRecordNotAvailable”

Finally, we figured out that the records that were failing were owned by the system user, whose roles we had recently removed and had set its access mode as Administrative.

Assigning appropriate security role and setting access mode to Read-Write for that particular user, ensured that all the records that were owned by that user were migrated successfully.

The other option to fix this would be to remove those columns and add only appropriate columns while defining the schema in Configuration Migration Tool

Hope it helps..

Added support for Images for Plugin in Developer Toolkit for Dynamics 365 (CRM)

The old version of Dynamics 365 Development toolkit was not supporting registration of images, unlike previous versions of Developer Toolkit.

https://nishantrana.me/2016/12/21/not-able-to-register-image-for-plugin-in-microsoft-dynamics-365-developer-toolkit-public-beta-1/

However, in the new version of Developer Toolkit the support has been added.

https://marketplace.visualstudio.com/items?itemName=DynamicsCRMPG.MicrosoftDynamicsCRMDeveloperToolkit

In our CRM Explorer, once we have created a plugin, we can go Plug-In assemblies option in the navigation, select our plugin’s step and can add image.

This as expected updates the RegisterFile.crmregister file as well.

Hope it helps..

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.