Mein Name ist Christoph Mäder und arbeite schon seit der Version 1.2 mit Microsoft Dynamics CRM. Während dieser Zeit hat sich ein umfangreiches Wissen über das Produkt angesammelt. Um dieses Wissen auch anderen MSCRM-Evangelisten und MSCRM-Begeisterten mitzuteilen, habe ich diese Website ins Leben gerufen. Sie wird in den nächsten Tagen, Wochen und Jahren mit Wissen angereichert.


Dynamics 365 for Marketing – How to setup the trial

Some days ago Microsoft released the a public preview trial version of Dynamics 365 for Marketing.

Dynamics 365 for marketing is built on top of the already existing Dynamics 365 apps:

  • Customer Insights
  • Portals
  • Voice of customer

The following steps are necessary to get the trial:

1. Create a Dynamics 365 Trial (if you alrady have an org, go to step 2)

Go to https://trials.dynamics.com Choose “Sales” and click “Sign up here” (“Registrieren Sie sich hier” in the printscreen). Then click “No, continue to sign up”. This means, that you will create a new account and will not use your exisiting Office 365 subscription (If you have one). The next steps should be self explaining.

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2. Add the Marketing app

The second step is to add the marketing app to the new created CRM organisation.

(After adding the app to my org, it had 41 solutions, crazy!)

Go to https://trials.dynamics.com/Dynamics365/Preview/Marketing Enter here your login for the created Dynamics 365 Trial in Step 1. So if your login is “admin@procrmmarketing.onmicrosoft.com” enter this address.

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The wizard will now recognize your already exisiting crm-organisation. (After all i recognized, that the wizard created a new org. Not sure if this is a bug…)

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Click in the right top corner “Open”.

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The marketing app needs rights.

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Now you are ready to setup Dynamics 365 for Marketing (self explaining)

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Error while activating BPF: “Invalid Business Process.”

Problem: Today I was not able to activate a business process flow. I got a business process error:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #6D99E8D8Detail: 
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ActivityId>c0b9f582-977a-49f6-b5ed-2209f1586a05</ActivityId>
  <ErrorCode>-2147220970</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
  <Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #6D99E8D8</Message>
  <Timestamp>2017-12-11T16:29:45.6122634Z</Timestamp>
  <ExceptionRetriable>false</ExceptionRetriable>
  <ExceptionSource i:nil="true" />
  <InnerFault>
    <ActivityId>c0b9f582-977a-49f6-b5ed-2209f1586a05</ActivityId>
    <ErrorCode>-2147089527</ErrorCode>
    <ErrorDetails xmlns:d3p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
    <Message>Invalid Business Process.</Message>
    <Timestamp>2017-12-11T16:29:45.6122634Z</Timestamp>
    <ExceptionRetriable>false</ExceptionRetriable>
    <ExceptionSource i:nil="true" />
    <InnerFault i:nil="true" />
    <OriginalException i:nil="true" />
    <TraceText i:nil="true" />
  </InnerFault>
  <OriginalException i:nil="true" />
  <TraceText i:nil="true" />
</OrganizationServiceFault>

Solution: After some research I found the problem. There was a related Process which was in draft modus. After activating the process I was able to activate the BPF.

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I’m speaking at Directions EMEA 2017 (October 4- 6, Madrid)

Directions EMEA is one of the biggest Dynamics SMB-partner events:
“The event brings together the growing community of NAV, CRM and new Microsoft Dynamics 365 partners, providing an opportunity to learn how to benefit from collaboration. The conference is also about the directions in which you can successfully reinvent your current NAV and CRM business to increase your access through the gateway to the SMB market.”

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At 04:00 PM, October 05, 2017 I’ll be delivering a session “Successful data migration and integration in Dynamics 365/CRM” where I will show best practices and tools how to process data to and from Dynamics 365.

“Data migration and integration can be hard and painful. This session shows you best practices and tools how to process data to and from Dynamics 365. CRM Data migration and integration in Dynamics CRM can be a complex topic because data is often more complex than what people realise. When delivering a new implementation of Dynamics CRM, or when considering making your CRM system communicate with other IT systems, a proper design for data migration and/or integration is key to success. This session describes typical data migration and integration patterns and processes to and from Dynamics 365. First focus is on presenting best practices and design patterns to model your data migration and integration strategies for Dynamics CRM, and then putting the integration patterns in practice by building or using connectors to and from Dynamics CRM that respond to different requirements of data migration, aggregation, correlation, etc.”

More information about the event and the newest schedule can be found here: http://www.directionsemea.com

Are you joining us too?

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Erster CRMUG + AXUG Event in der Schweiz (14. September 2017, Zürich)

Am 14. September findet in Zürich erstmals ein CRM und AXUG Event statt. Ziel des Events ist es Partner, Kunden, Benutzer oder einfach Dynamics Interessierte zusammenzubringen um sich auszutauschen.

Als Chapter Leader Switzerland bin ich stolz diesen einmaligen Event durchführen zu können und werde die Session “Dynamics 365 eco-systems – Eine Übersicht” halten, in welcher Licht ins Dunkle gebracht wird, was Umsystem betrifft.

Bist du dabei? Dann melde dich heute noch an!

Datum: 14. September 2017
Zeit: 16:00 – 19:00 Uhr
Ort: Digicomp Academy AG, Limmatstrasse 50, 8005 Zürich
Anmeldung: https://www.meetup.com/preview/Microsoft-365-Zurich-User-Group/events/242997484

Mehr Infos und aktuelle Agenda: http://d365ug-switzerland.azurewebsites.net/
CRM User Group: https://www.crmug.com/switzerland

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Import solution with PowerShell is not activating SDK-steps

Today I deployed a solution with SDK-steps with the following PowerShell (intro to CRM and PowerShell can be found here):

if (-Not (Get-Module -Name Microsoft.Xrm.Data.Powershell)) { 
     Import-Module Microsoft.Xrm.Data.Powershell 
}

$zipLocation = 'C:\Users\x.y\Downloads'
$timeoutInSeconds = 600

$crmOrg = Get-CrmConnection -InteractiveMode
Set-CrmConnectionTimeout -TimeoutInSeconds:$timeoutInSeconds -conn:$crmOrg

Import-CrmSolutionAsync -SolutionFilePath:$zipLocation'\SdkSteps_Managed.zip' -OverwriteUnManagedCustomizations:$true -conn:$crmOrg -MaxWaitTimeInSeconds:$timeoutInSeconds -BlockUntilImportComplete:$true

Problem: After deploying the solution most of the SDK-steps were disabled.

Solution: Adding the following Import-CrmSolutionAsync-parameter solved the issue: 

-ActivateWorkflows:$true

So this paramteres triggers not only the activation of workflows it activates also the SDK-steps.


Supported .NET Framework Dynamics 365 (4.6.1 not supported!)

Problem: After migrating a Dynamics CRM environment from 2016 OnPrem to Dynamics 365 Online I was getting the following error message every time a plugin or a custom-workflow-activity was triggered:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: 
Unexpected exception from plug-in (Execute): <Plugin.Message>: System.MissingMethodException: Method not found: '!!0[] System.Array.Empty()'.Detail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ActivityId>6e625317-1f6a-46ff-8883-afaa96cb51ef</ActivityId>
  <ErrorCode>-2147220956</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
  <Message>Unexpected exception from plug-in (Execute): <Plugin.Message>: System.MissingMethodException: Method not found: '!!0[] System.Array.Empty()'.</Message>
  <Timestamp>2017-08-22T08:18:06.9730831Z</Timestamp>
  <ExceptionRetriable>false</ExceptionRetriable>
  <ExceptionSource i:nil="true" />
  <InnerFault i:nil="true" />
  <OriginalException i:nil="true" />
  <TraceText>

Solution: After analyzing the problem and having a look at MSDN, I found out that the plugins CWAs were compiled with .NET-Framework 4.6.1 but only 4.5.2 is supported. After changing it back to 4.5.2, compiling and deploying everything worked well.


Error deleting a custom entity – Generic SQL error

Problem: Last week I a had to clean up a crm-system. So I had to delete a lot of fields and also entities. Deleting a custom entity caused the famous error “Generic SQL error.” After enablig the trace on the crm-server I got some more details:

>Crm Exception: Message: Generic SQL error., ErrorCode: -2147204784, InnerException: System.Data.SqlClient.SqlException (0x80131904): The DELETE statement conflicted with the SAME TABLE REFERENCE constraint "solutioncomponent_parent_solutioncomponent". The conflict occurred in database "ORG_MSCRM", table "dbo.SolutionComponentBase", column 'RootSolutionComponentId'.

Solution: After some googling and try outs, i realized that other solutions were still containing the entity. After removing the entity of all solutions (there were two more) I was able to delete the custom entity.


Social Pane finally sortable in Dynamics 365!

In you case you did not see that: You can now configure the sort order of the social pane activities. (Since Dynamics 365)

In CRM 2016 we could not do that. It sorted always by “modified on” and there was no possibility to change that.

But now in Dynamics 365 we have new properties on the social pane:

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And, the user can sort it Desc or Asc:

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I’m speaking at the first CRM Saturday in Zürich

The Dynamics CRM & SharePoint communities in Switzerland are combining synergies on the first “SharePoint & CRM Saturday” ever in Zürich, on May 13. The free community-driven event takes place at Microsoft Switzerland in Wallisellen and opens registration at 8:30 AM.

8 Microsoft Most Valuable Professionals (MVP) from throughout Europe and local community experts will deliver sessions around Dynamics CRM, Office 365 and SharePoint. Most of the sessions will be held in English.

At 02:45 PM I’ll be delivering a session “Pimp your Dynamics CRM on-premises performance” where I will show tricks and treats for improving performance of your Dynamics CRM on-premises instance.

More information about the event can be found here: http://crmsaturday.com/zurich-2017/
and the newest schedule here: http://www.spsevents.org/city/Zurich/Zurich2017/schedule#

Join us
Despite this event being free, there are still a few tickets available. Grab yours now!

crmsat


Are you missing your CRM-Outlook-AddIn?

In case you are missing the CRM-AddIn buttons in your outlook and you are sure you installed the AddIn, then maybe the following steps will help you:

1. Open the outlook-options: image

2. Navigate to Add-Ins and open the COM-Add-Ins list:

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3. If the following checkbox is unchecked, check it and click OK: image
Et voila: Your buttons are back! image