Access to Microsoft Dynamics CRM has not yet been fully configured for this user. The user needs at least one security role before you can continue.

I ran into an issue when I was importing a different version  of solution to the organization. The error was:

Access to Microsoft Dynamics CRM has not yet been fully configured for this user. The user needs at least one security role before you can continue.

I was not able to find anything on google/bing for the specific error, but one of the blog I found said the error can be from business rules or other type of processes.

After some research, I came to know that there were multiple Business Rules on the organization which were owned by users who were deactivated and no longer have anything to do with CRM Development.

Resolution:
To resolve this issue, you just  need to assign the Business Processes or other workflows to any active user.

Step 1: Use Advanced Find feature to find the processes and their respective owners.

Advanced Find - Business Rules
Advance Find Business Rules

 

Step 2: Select all results which shows owner who are already disabled.

Advanced Find Result

Advanced Find – Result

Step 3: Assign the Business Rules/Processes to your user account or another user who is in active state.

Assign

Assign processes

And you’re done!! Try to reimport the solution and the error will be gone forever…

CRM 2016 + JavaScript: Web Resource cannot be reloaded

Since we got upgraded to CRM 2016 from CRM 2015, we faced a strange issue with JavaScript and Web Resource (html).

At some point of time the script goes to reload the html Web Resource with the following code:

var webResource = Xrm.Page.getControl("WebResource_ControlName");
webResource.setSrc(webResource.getSrc());

Easiest way to reload the web resource!

But the same code does not work in case of CRM 2016. As the web resource was already loaded when the page was loaded. CRM 2016 treats the same web resource not to be loaded again (may be for better performance!).

After trying numerous ways to solve, following code worked perfectly:

var webResource = Xrm.Page.getControl("WebResource_ControlName");
webResource.setSrc(Xrm.Page.context.getClientUrl() + "/WebResources/new_webResource?data=someValue%26ver%3D" + Math.random());

Here, I had to pass some parameters. What I have done to modify is added another parameter called “ver” (you can have any other parameter name instead of “ver”) and the value will be rendered from Math.random() method. This way the web browser treats each URL as a new request as Math.random() will return random number each time it will be executed.

CRM 2011: Hitting Save Quote does not do anything, record not saved

Problem:
As described in the subject line, when user hits the Save/Save & Close button, nothing happens. Quote records are not saved, not even a post back happens when hitting save. We checked all different scenarios and nothing worked as Save event was not triggered.

Configuration:
Users/Team were assigned OOB “Sales Person” roles.
Entity: Quote

Resolution:
Give Product entity a full access to the security role and check saving again. It should work.

XrmToolBox – A Must have tool for CRM/XRM Developers

If you are a seasoned CRM/XRM developer, you must have heard about XrmToolbox. If you have, you can simply ignore this post. BUT if you have not then you MUST read on.

This post is about XrmToolbox (http://www.xrmtoolbox.com/) and its plugins which can improve your efficiency and accelerate overall development speed. I intend to list all the default plugins and provide more details on plugins as and when time permits. So here is a list of plugins which gets installed by default.

 

Continue reading on: XrmToolBox – A Must have tool for CRM/XRM Developers

The Microsoft CRM Email Router service on Local Computer started and then stopped

The Microsoft CRM Email Router Service will not start every time you start it manually from Services and throws an error message “The Microsoft CRM Email Router service on Local Computer started and then stopped. Some services stop automatically if they have no work to do, for example, the Performance Logs and Alerts service.”

Event log entries say:
Event Type: Error
Event Source: MSCRMEmail
Event Category: None
Event ID: 0
Date:
Time:
User:
Computer:
Description:
#16192 – The E-mail Router service could not run the service main background thread. The E-mail Router service cannot continue and will now shut down. System.Configuration.ConfigurationErrorsException: The E-mail router service cannot access system state file Microsoft.Crm.Tools.EmailAgent.SystemState.xml. The file may be missing or may not be accessible. The E-mail Router service cannot continue and will now shut down. —> System.Xml.XmlException: Root element is missing.

This means your Email Router configuration file is corrupted.

You need to go to C:\Program Files\Microsoft CRM Email\Service and delete the Microsoft.Crm.Tools.EmailAgent.SystemState.xml file. Try to re/start the Email Router Service. This should resolve your problem.

CRM 2013: Email Router: The message exceeds maximum supported size

If your email router does not process any emails but your inbox from Email Provider works just fine!?! Check event logs where Email Router is installed. You might see many repeated errors similar to mentioned error here below:

#27938 – An error occurred while checking for email messages to process in mailbox service@gmail.com. Microsoft.Crm.Tools.Email.Providers.EmailException: Error: The message exceeds the maximum supported size.
at Microsoft.Crm.Tools.Email.Providers.ExchangeWSConnector.LogEwsResponseErrorWarning(String message, ResponseClassType responseClassType)
at Microsoft.Crm.Tools.Email.Providers.ExchangeWSConnector.RetrieveMessage(ArrayList ids, Int32 index, ServiceLogger serviceLogger)
at Microsoft.Crm.Tools.Email.Providers.ExchangePollingMailboxProvider.RetrieveNextMessageInternal()
at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.RetrieveNextMessage()
at Microsoft.Crm.Tools.Email.Providers.CrmPollingMailboxProvider.Run()

Check your inbox for the emails with attachments. Find emails with more than expected attachments size per email, take backup (if required) and delete them. Your Email Router should work just fine once this is done!

In my case an email with 100+ MB attachment size was creating an issue.

Happy Troubleshooting!!

CRM 2013: Cannot specify child attribute retrieve – MergeRequest C#

Hello!

If you are working on code to merge two entity records and come across “Cannot specify child attribute retrieve” error; and you have referred SDK/MSDN documentation. You probably have kept UpdateContent property optional and havent set it. UpdateContent is a required property though the documentation says it is not.

This property is optional in case of merging incidents only.

You just have to set Entity object to UpdateContent property which has attributes to be updated to the merged record.

Entity contact = new Entity("contact");
contact["firstname"] = "Crm";
contact["lastname"] = "Xpress";
 
// merging contact records
MergeRequest merge = new MergeRequest
{
    // SubordinateId is the GUID of the contact merging.
    SubordinateId = contactId,
    Target = target,
    PerformParentingChecks = true,
    UpdateContent = contact // Entity Object to set the content you want updated on the merged contact
};

HTH!
Happy Merging!

CRM 2011, JavaScript: Set Customer Type of Lookup

Lets say you have to set Customer type of Lookup from JavaScript. Here is the code! You just have to set another attribute and you’re done!

Here I have given it in parameters as I had to open form with these parameters auto filled.

var params = {};
params["customerid"] = Xrm.Page.getAttribute("customerid").getValue()[0].id;
params["customeridname"] = Xrm.Page.getAttribute("customerid").getValue()[0].name;
params["customeridtype"] = Xrm.Page.getAttribute("customerid").getValue()[0].entityType;

//Open a new account record
Xrm.Utility.openEntityForm("incident", null, params);

Hope it helps!

CRM 2011, JavaScript: How to add some action after save record?

Hi there!

I recently had a requirement where I had to save the record and open another form once the button is pressed from ribbon.

I added the save JavaScript to the web resource and call it and call other function to open the form. This was not working for me.

Resolution for this:

Add an event on Save action by:

Xrm.Page.data.entity.addOnSave(openAccountForm); // openAccountForm is another function which opens the form
Xrm.Page.data.entity.save();
function openAccountForm() {
    Xrm.Utility.openEntityForm("account");
}