Friday, March 26, 2010

Failed to publish workflow for Email entity

I got error message after publish Workflow for email entity steps .



"An error occurred when the workflow was being created. Try to save workflow again"
after i try to publish workflow with email steps.

the reason can be installed rollup 2

the solution can be adding next rows to CRM 4.0 web config


<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral,

PublicKeyToken=b77a5c561934e089" Namespace="System" TypeName="Void"

Authorized="True"/>

<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral,

PublicKeyToken=b77a5c561934e089" Namespace="System.Reflection"

TypeName="AssemblyFileVersionAttribute" Authorized="True"/>

<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral,

PublicKeyToken=b77a5c561934e089" Namespace="System.Reflection"

TypeName="AssemblyVersionAttribute" Authorized="True"/>

<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral,

PublicKeyToken=b77a5c561934e089" Namespace="System.Globalization"

TypeName="CultureInfo" Authorized="True"/>


thanks
Rami Heleg.

Monday, March 8, 2010

Add annotation Comments + files via modal dialog

Hi,
i would like to show modal dialog to add comments + file to CRM 4.0 entity:

answer:

here are two examples to add comments+ files

show comments (annotation) page to add comment + attached file ( for contact entity)
http://localhost:5555/org_name/notes/edit.aspx&pId={3423423-234324-434d-4324323w&pType=2

show comments (annotation) page to add attached file ( for contact entity)
href="http://localhost:5555/org_name/notes/edit.aspx?hideDesc=1&pId={3423423-234324-434d-4324323w}&pType=2"




Enjoy,
Rami Heleg

Using CRM 3/4 with Internet Explorer 6

Hi,
adding JS + AJAX CRM 3,4 using Internet explorer 6 may cause edit.aspx to freeze when loading.

Reason:
When page is loading explorer 6 behavior is a different from explorer 7,8.

If you add some code ( JS + ajax) when page is loading .. before client finish with all methods the lookup fields on the screen start to throw error (on focus event). but in explorer 7 only after all code is finished then lookup start with focus.

You can change the htc, JS files in many places but this is not a good solution.

solution:

upgrading to Internet explorer 7,8 solve this issue.

thanks Rami,

Saturday, March 6, 2010

Export Dynamics or Pivotable freeze CRM.

Hi,
CRM 3/4 can be freeze if using Export Dynamic or Pivotable to excel.

in this case the selected records locked on the db and until close the excel file.

the options to export dynamic or pivotable is good only for POC or Demo but not in live



solution:
1. change hard coded the file from prevent the options to export.
2. Create your own excel files with sql queries , create links and call to thus files from client side

for CRM 3.0 change file: print_dlg.aspx
for crm 4.0 change file: export_dlg.aspx


thanks,
Rami Heleg,