Ms CRM 2013 Autosave loop in quote form.

Hi Everyone,
I have problem with autosave feature. I disabled this feature but in quote form when im triying to add quoteitem from quotedetailsGrid, form trying to save item.
And never stop. I cant enter my quoteitem's name or discount because form trying to save it every second. First of i thought my preupdate plugin cause this problem. I debugged my plugin and i realize that context.depht is always "1". So infinitive
loop continuous. Any advice?
http://fuattatar.blogspot.com.tr/

Just want to let you know that this will be fixed in Service pack 1 for CRM 2013.
http://support.microsoft.com/kb/2941390
Users of Microsoft Dynamics CRM 2013 Update Rollup will notice that the Save and Close button does not save appointments or recurring appointments they've entered.

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Dynamic CRM 2013 Online how to execute Report, generate PDF and email

Dear All,
I am using Dynamic CRM 2013 online. For quote, I have workflow and Dialogue processes for review process. On approval, I want the system to generate a PDF of quote report, attach the PDF and email it to the Customer.
Better I would like, When approver, clicks on the approve button, the system should auto generate a PDF of quote report, attach the PDF and email it to the Customer, without any further input from the user. If its not possible, I may have to put button on
quote form.
I am using the attached code, but facing various issues.
1. Under prepare the SOAP Message coding part, I am not sure what should be the below URL for CRM 2013 Online?
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
2. What should be the emailid here? Is it Recepient Contact id(Guid) ?
var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
alert("emailid" + emailid.toString());
3. Using this code, not able to create Entity for "ActivityMimeAttachment", I am getting newEntity as undefined.
Below is the code I am using. Please check and help me out, where I am going wrong. Let me know if any better way to implement it. At present, I have put one button on quote form, on click event, below code will get executed.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script type="text/javascript">
var Xrm;
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
function getReportingSession() {
var reportName = "Quotation_Report"; //set this to the report you are trying to download
var reportId = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
var recordid = Xrm.Page.data.entity.getId();
// recordid = recordid.substring(1, 37); //getting rid of curly brackets
alert(recordid);
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
retrieveEntityReq.send("id=%7B" + reportId + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false");
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
function createEntity(ent, entName, upd) {
var jsonEntity = JSON.stringify(ent);
var createEntityReq = new XMLHttpRequest();
var ODataPath = Xrm.Page.context.getServerUrl() + "XRMServices/2011/OrganizationData.svc";
createEntityReq.open("POST", ODataPath + "/" + entName + "Set" + upd, false);
createEntityReq.setRequestHeader("Accept", "application/json");
createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
createEntityReq.send(jsonEntity);
var newEntity = JSON.parse(createEntityReq.responseText).d;
alert("new entity" + newEntity);
return newEntity;
function createAttachment() {
var params = getReportingSession();
var recordid = Xrm.Page.data.entity.getId();
alert("recordid " + recordid);
var orgName = Xrm.Page.context.getOrgUniqueName();
var userID = Xrm.Page.context.getUserId();
//create email record
// Prepare the SOAP message.
var xml = "<?xml version='1.0' encoding='utf-8'?>" +"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" +
" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" +
"<soap:Header>" +
"</soap:Header>" +
"<soap:Body>" +
"<Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entity xsi:type='email'>" +
"<regardingobjectid type='quote'>" + recordid + "</regardingobjectid>" +
"<subject>" + "Email with Attachment4" + "</subject>" +
"</entity>" +
"</Create>" +
"</soap:Body>" +
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Create");
xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result
var resultXml = xHReq.responseXML;
// alert("resultXml " + resultXml);
// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
alert("ERROR");
var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
alert(msg);
var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
alert("emailid" + emailid.toString());
//var emailid = userID;
var post = Object();
post.Body = encodePdf(params);
var email = new Array();
email[0] =new Object();
email[0].id = emailid;
email[0].entityType ='email';
post.Subject ="File Attachment";
post.AttachmentNumber = 1;
post.FileName ="Report.pdf";
post.MimeType ="application/pdf";
post.ObjectId = Object();
post.ObjectId.LogicalName ="email";
post.ObjectId.Id = email[0].id;
post.ObjectTypeCode ="email";
alert(post.ObjectId.Id);
createEntity(post,"ActivityMimeAttachment", "");
alert("created successfully");
email.Subject = "Your Order";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: customerId, // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerId, // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity). activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
</SCRIPT>
<SCRIPT type=text/vbscript>
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</SCRIPT>
</head>
<body>
<input type="button" onclick="createAttachment();" value="Attach Report" />
</body>
</html>
Thanks. and waiting for your valuable comments.
- Mittal

Hello,
Yes, I was able to make my code working as below. Tested on CRM online 2013.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/1.4.1/jquery.min.js"></script>
<script type="text/javascript">
if (typeof (SDK) == "undefined")
{ SDK = { __namespace: true }; }
SDK.JScriptRESTDataOperations = {
_context: function () {
if (typeof GetGlobalContext != "undefined")
{ return GetGlobalContext(); }
else {
if (typeof Xrm != "undefined") {
return Xrm.Page.context;
else { return new Error("Context is not available."); }
_getServerUrl: function () {
var serverUrl = this._context().getServerUrl()
if (serverUrl.match(/\/$/)) {
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
return serverUrl;
_ODataPath: function () {
return this._getServerUrl() + "/XRMServices/2011/OrganizationData.svc/";
_errorHandler: function (req) {
return new Error("Error : " +
req.status + ": " +
req.statusText + ": " +
JSON.parse(req.responseText).error.message.value);
_dateReviver: function (key, value) {
var a;
if (typeof value === 'string') {
a = /Date$([-+]?\d+)$/.exec(value);
if (a) {
return new Date(parseInt(value.replace("/Date(", "").replace(")/", ""), 10));
return value;
Create: function (object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 201) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Retrieve: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
Update: function (id, object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "MERGE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Delete: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "DELETE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
RetrieveMultiple: function (type, filter, successCallback, errorCallback) {
if (filter != null) {
filter = "?" + filter;
else { filter = ""; }
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set" + filter, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d.results);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
__namespace: true
</script>
<script type="text/javascript">
//Create Email and link it with Order as Regarding field
var Xrm;
var email = new Object();
var ownerID = "";
var CustomerId = "";
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
//Get ownerid who send email of quotation to customer
function GetOwnerID() {
var owner = Xrm.Page.getAttribute("ownerid").getValue();
ownerID = owner[0].id;
var ownerName = owner[0].name;
var entityType = owner[0].entityType;
GetToEmailGUID();
//Get customerid who receive email of quotation from owner
function GetToEmailGUID() {
var Customer = Xrm.Page.getAttribute('customerid').getValue();
CustomerId = Customer[0].id;
var CustomerName = Customer[0].name;
var entityType = Customer[0].entityType;
//if CustomerId is type of "Account" then get Primary Contact id of that account
if (entityType == "account") {
var contact = Xrm.Page.getAttribute("customerid").getValue();
if (contact === null) return;
var serverUrl = Xrm.Page.context.getClientUrl();
var oDataSelect = serverUrl + "/XRMServices/2011/OrganizationData.svc/AccountSet(guid'" + contact[0].id + "')?$select=PrimaryContactId";
var req = new XMLHttpRequest();
req.open("GET", oDataSelect, false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
req.onreadystatechange = function () {
if (req.readyState === 4) {
if (req.status === 200) {
var retrieved = JSON.parse(req.responseText).d;
CustomerId = retrieved.PrimaryContactId.Id;
else {
alert(this.statusText);
req.send();
function CreateEmail() {
GetOwnerID();
email.Subject = "Email with Report Attachment";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: CustomerId, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerID, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
GetReportId('Quotation');
//Create attachment for the created email
function CreateEmailAttachment() {
//get reporting session and use the params to convert a report in PDF
var params = getReportingSession();
//Email attachment parameters
var activitymimeattachment = Object();
activitymimeattachment.ObjectId = Object();
activitymimeattachment.ObjectId.LogicalName = "email";
activitymimeattachment.ObjectId.Id = email.ActivityId;
activitymimeattachment.ObjectTypeCode = "email",
activitymimeattachment.Subject = "File Attachment";
activitymimeattachment.Body = encodePdf(params);
activitymimeattachment.FileName = "Report.pdf";
activitymimeattachment.MimeType = "application/pdf";
//Attachment call
SDK.JScriptRESTDataOperations.Create(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
//ActivityMimeAttachment CallBack function
function ActivityMimeAttachmentCallBack(result) {
var features = "location=no,menubar=no,status=no,toolbar=no,resizable=yes";
var width = "800px";
var height = "600px";
window.open(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", features);
// To open window which works in outlook and IE both
//openStdWin(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", width, height, features);
//This method will get the reportId based on a report name that will be used in getReportingSession() function
function GetReportId(reportName) {
var oDataSetName = "ReportSet";
var columns = "ReportId";
var filter = "Name eq '" + reportName + "'";
retrieveMultiple(oDataSetName, columns, filter, onSuccess);
function retrieveMultiple(odataSetName, select, filter, successCallback) {
var serverUrl = Xrm.Page.context.getServerUrl();
var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
var odataUri = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "?";
if (select) {
odataUri += "$select=" + select + "&";
if (filter) {
odataUri += "$filter=" + filter;
$.ajax({
type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataUri,
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
success: function (data) {
if (successCallback) {
if (data && data.d && data.d.results) {
successCallback(data.d.results);
else if (data && data.d) {
successCallback(data.d);
else {
successCallback(data);
error: function (XmlHttpRequest, errorThrown) {
if (XmlHttpRequest && XmlHttpRequest.responseText) {
alert("Error while retrieval ; Error – " + XmlHttpRequest.responseText);
function onSuccess(data) {
reportId = data[0].ReportId.replace('{', ").replace('}', ");
CreateEmailAttachment(); // Create Email Attachment
//Gets the report contents
function getReportingSession() {
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
var Id = Xrm.Page.data.entity.getId();
var quotationGUID = Id.replace('{', ""); //set this to selected quotation GUID
quotationGUID = quotationGUID.replace('}', "");
var reportName = "Quotation"; //set this to the report you are trying to download
var reportID = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
var rptPathString = ""; //set this to the CRMF_Filtered parameter
var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='quote'><all-attributes /><filter type='and'><condition attribute='quoteid' operator='eq' uitype='quote' value='" + quotationGUID + "' /> </filter></entity></fetch>";
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
rptPathString = "id=%7B" + reportID + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" +
reportName + "&isScheduledReport=false&p:CRMAF_Filteredquote=" + strParameterXML;
//remove the part starting from &p:salesorderid if your report has no parameters
retrieveEntityReq.send(rptPathString);
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] +
"&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] +
"&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
} else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
</script>
<script type="text/vbscript">
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</script>
</head>
<body>
<input type="button" onclick="CreateEmail();" value="Attach Report" />
</body>
</html>
Thank you,
Mittal.

CRM 2013 - Quote product inline edit view - No editable unit price?

In CRM 2011, my customer was able to add products to a quote and still edit the price per unit for the selected product.
Doing this, the default price per unit was NOT affected on the product card itself.
This was a good functionality since their prices change every day, so their default price per unit on a product is € 1.
When creating a quote, they'd just enter the price per unit, per product, real time.
The good thing about CRM 2013 is that they can add products easy with the new grid.
First problem is, when adding a product and clicking on the find button, CRM shows only 10 products??
There are over 100 products in CRM, so they have to scroll down and then click on 'search more records'..
Too much clicking!
But the main problem is that they can't edit the price per unit anymore, on the quote itself, for the selected product:
The product grid is awesome: quick & easy to add products, but we need to be able to change the price per unit.
Even when we use the form 'products', we can't edit the price per unit anymore.
Is there a way to fix this?
I went looking in the field list of quoteproducts, there's a field names price per unit.
The description says it's meant to edit the price per unit, but we can't edit it anywhere but on the product card itself..
What am I overlooking?
*edit*
I found this this thread:
https://community.dynamics.com/crm/f/117/p/123743/264373.aspx
Where they post a link to this:
http://www.magnetismsolutions.com/blog/colinmaitland/2012/10/08/pricing_products_part_11_override_pricing_privileges
That was, fyi, how it worked in CRM 2011, they could override the price...
Now, I can't find a form where I can change the price per unit :/
Not on the new grid, and not on the quote products form.

Hi,
Doesn't anyone have a solution for the above? This is a real problem for several customers of ours. We know how to "fix" this by putting a price of 1 EUR and then changing the quantity, but that is stupid to say the least.

How to show filtered parameter in dropdown form in crm 2013

Hi,
I want to create a report in crm 2013. When I report is run then filtered parameter fill record from database in dropdown form and when I select record from dropdown then generate report of selected record. Please tell me how to show record in filtered parameter
from database within crm. In below image paramter is text field. How to auto fill filtered parameter from database.

Hi Aamir,
Check if the below link helps!!
https://social.microsoft.com/Forums/en-US/ad8a3bc2-dbec-4597-adfd-8bd6c34f5e9a/drop-down-parameter-in-crm-2011-custom-report?forum=crm
Thanks,
Prasad
Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

'$P_CRM' is undefined Error while opening Lookup field in Bulk edit form in CRM 2013

Hi All,
I am getting this strange error in MS CRM 2013
When I do bulk edit for any entity , I select 2-3 records and click on Edit , the Bulk edit form opens
then whenever I clicks on any field which is lookup type It does not open , after debugging with F12 developer tool
I am getting this error. "'$P_CRM' is undefined"
I have MS CRM 2013 on premise , Service Pack 1 Update Rollup 1 installed and using IE 11.
Any Idea
Regards,
Vilas
Vilas Magar http://microsoftcrmworld.blogspot.com/

Few questions that might help us to identify issue:
1. Have you enabled Social Insight ? If yes can you try bulk edit on entity which don't have social insight enabled and confirm if it repro there?
For more information on how to enable Social Insight :
http://technet.microsoft.com/en-us/library/dn659847.aspx
2. When you close bulk edit form are you getting script error dialog? If yes can you share that error log reports?

How to Disable the Process Header, collapsible Area, and Process Warning Bar from Contacts Form of CRM 2013

Folks,
How to Disable the Process Header, collapsible Area, and Process Warning Bar from Contacts Form of CRM 2013
Thank you.

Hi,
You can deactivate the business process itself if you do not want at all. So that the header will not available for the entity.
Regards,
Priya

CRM 2013 - Inconsistent javascript issue crash the web client and user needs to reopen

Hello,
We are using CRM 2013 on premise version and almost 600 users are using it. We have some inconsistent JavaScript issue (following is the log for same) which happens to users in a day or two. When this issue occurs user can not work in system and they have
to open new instance of CRM.
Does anybody knows about this error?
<CrmScriptErrorReport>
<ReportVersion>1.0</ReportVersion>
<ScriptErrorDetails>
   <Message>Unable to get property 'location' of undefined or null reference</Message>
   <Line>1</Line>
   <URL>/_static/_common/scripts/main.js?ver=1676323357</URL>
   <PageURL>/main.aspx#313155368</PageURL>
   <Function>anonymous($p0,$p1,$p2){this.$3_3.get_currentIFrame()&&Mscrm.PerformanceTracing.write("Unload",this.$3_3.get_currentIFrame().src);this.$H_3=$p0.toString();this.$26_3();this.$1A_3();this.$1J_3();if($p0.get_isLocalServer())$p0.get_query()["pagemode"]="iframe</Function>
   <CallStack>
    <Function>anonymous($p0,$p1,$p2){this.$3_3.get_currentIFrame()&&Mscrm.PerformanceTracing.write("Unload",this.$3_3.get_currentIFrame().src);this.$H_3=$p0.toString();this.$26_3();this.$1A_3();this.$1J_3();if($p0.get_isLocalServer())$p0.get_query()["pagemode"]="iframe";addPassiveAuthParameters($p0);var$v_0=$p0.toString();if(IsNull($p2))$p2=false;var$v_1=this.$18_3($p0,$p2);if($v_1){if(this.$2z_3()){window.location.reload();return}this.$2d_3();this.$1s_3();Mscrm.PerformanceTracing.write("Navigate",$v_0);!Mscrm.Utilities.isIE()&&this.raiseEvent(Mscrm.ScriptEvents.UpdateTopLocation,null);this.$3_3.get_currentIFrame().contentWindow.location.replace($v_0)}else{this.$10_3();var$v_2=this.get_contentWindow().Sys.Application.findComponent("crmPageManager");if($v_2){!Mscrm.Utilities.isIE()&&$v_2.raiseEvent(Mscrm.ScriptEvents.UpdateTopLocation,null);var$v_3={};$v_3["sourceUri"]=Mscrm.Utilities.getContentUrl(null);$v_2.raiseEvent(Mscrm.ScriptEvents.IFrameReactivated,$v_3)}}window.self.InnerIFrameSrcChangeTimestamp=(newDate).getTime();this.title=$p1;if(window.LOCID_UI_DIR==="RTL"&&$p0.toString().indexOf("PersonalWall")>=0&&window.UseTabletExperience)this.$3_3.get_currentIFrame().style.position="RELATIVE"}</Function>
   </CallStack>
</ScriptErrorDetails>
<ClientInformation>
   <BrowserUserAgent>Mozilla/5.0 (compatible; MSIE 10.0; Windows NT 6.1; WOW64; Trident/6.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; .NET4.0C; .NET4.0E; InfoPath.3)</BrowserUserAgent>
   <BrowserLanguage>en-US</BrowserLanguage>
   <SystemLanguage>en-US</SystemLanguage>
   <UserLanguage>en-US</UserLanguage>
   <ScreenResolution>1366x768</ScreenResolution>
   <ClientName>Web</ClientName>
   <ClientTime>2015-04-20T15:41:12</ClientTime>
</ClientInformation>
<ServerInformation>
    <OrgLanguage>1033</OrgLanguage>
    <OrgCulture>1033</OrgCulture>
    <UserLanguage>1033</UserLanguage>
    <UserCulture>1033</UserCulture>
    <OrgID>{E8BBA7AE-A552-DE11-B475-001E0B4882E2}</OrgID>
    <UserID>{614837CD-448B-DE11-A5E1-005056970D6C}</UserID>
    <CRMVersion>6.1.2.112</CRMVersion>
</ServerInformation>
</CrmScriptErrorReport>

Are you on-premise, or on-line? : It's on-premise
Can you reproduce it on-demand, or is it sporadic?: It's sporadic
There is a mention of loading an iFrame in the error, do you have iFrames on the form that generates this error?
It's not on specific forms, so can't identify that. Yes we have iframes on some forms.
Does it happen on any/all entity forms, or specific ones? Do the entity forms have any custom JavaScript on them?
It's not on specific forms. And yes we have javascript on almost all forms.
Do you have any network problems or slowness in your network? Does the problem happen when the network is busy?
We need to check this on next occurrence.
Do the users that see this error have any unusual add-ins or toolbars in their browser?  This is not for specific user. Its happening for all randomly.
Have you tried other browsers like Chrome or FireFox and do users see the problem there as well?
We need to check only for IE.

CRM 2013 - "Save and Close" button behavnig like "Save and New"

Hi,
I am working in CRM 2013. I have a scenario in which I am saving new opportunity product record through javascript and preventing original save of CRM. Save is working fine. After save, I need to refresh the screen. So I have used "Xrm.Utility.openEntityForm"
to open newly created item in edit mode. When I click on "Save and Close" button on this new form in edit mode, instead of closing the opportunity product screen, it opens new entity form. So in short, after saving the record, if I click on "Save
and Close", it behaves like "Save and New".
Any one facing such issue?

Save & Close seems to behave like the Save & "Back" Button, so the form tries to return to the new form, that was opened before.
But I have no solution for this behavior...

Best practice for encrypting data in CRM 2013 (other than the fields it already encrypts)

I know CRM 2013 can encrypt some values by default, but if I want to store data in custom fields then encrypt that, what's the best practice? I'm working on a project to do this through a javascript action that when triggered from a form would reference
a web service to decrypt values and a plugin to encrypt on Update/Create, but I hoped there might be a simpler or more suggested way to do this.
Thanks.

At what level are you encrypting? CRM 2013 supports encrypted databases if you're worried about the data at rest.
In transit, you should be using SSL to encrypt the entire process, not just individual data.
you can use field-level security to not display certain fields to end users of a certain type if you're worried about that. It's even more secure than anything you could do with JS, as the data is never passed over the wire.
Is there something those don't solve?
The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

Best practice for developing with CRM 2013 (On Premises)

Hello all. I'm just starting to work with CRM, and I have some questions that hopefully will be simple for the seasoned developers. It's mostly just some best practice or general how-to questions for the group.
- When creating a new Visual Studio CRM Project I can connect to my CRM Instance and create new WebResources which deploy to the CRM instance just fine, but how can I pull all the existing items that are in the CRM Solution into the Visual Studio CRM project?
Or do I need to export the solution to a ZIP, expand it with SolutionPackager.exe, then copy these into my Visual Studio project to get it into sync?
- When multiple developers are working on changes is it best to keep everything in a Visual Studio project as I mentioned above, or is it better for everyone to have their own instance of CRM to code with so they can Export/Import solutions as needed then
these solutions be manually merged before moving into a common Test/QA environment?
- When modifying the submenu on a CRM form is it suggested to use Ribbon Workbench or is it better/easier to just export the solution, expand it with SolutionPackager.exe, modify ribbondiff and anything else required for the change, package it
back up, then reimport to CRM? I've heard from some that Ribbon Workbench has some limitations, but being green I wasn't sure what those limitations might be or if it'd be best to just manually make these changes. Or is thre any way to have a copy
of ribbondiff in Visual Studio and deploy this without having to repackage the Solution and Import in the ZIP?
I think that's it for now :) Thanks for any advise or suggestions. I really want to start learning the in's and out's of CRM and how all the pieces fit together. Also can someone direct me to some documentation or books that might give
more insight on developing for CRM 2013 or 2015 (moving to this soon)?
Thanks for your time.

Hi Sam
Also interested in best practice around this area - especially recommended development routes, unit testing, continuous integration etc - it would be great if you posted here if you find any good articles etc. At the moment we tend to just push changes
onto a live system as and when appropriate and I'd prefer to move away from that...
Thanks
Stuart

CRM 2013 Outlook client error

Hi
We have a test install of CRM 2013 which is working correctly on the server. Logon via the web is ok.
A user was setup to access through the outlook client in office13 running on a win7 platform which also worked correctly. The same user also has secondary access through the outlook client in office 13 running on a win8.1 platform. This never worked correctly
and would show credential errors.
Recently the win7 platform has also disconnected and shows connection errors.
I have tried the following on the win 7 platform:
1. Uninstall the client and reinstall from scratch - unsuccessful
2. Run through the steps in the built in trouble shooter - unsuccessful
Logon using the same creds via the web on the same machine is ok!
What are the next steps to rectify this problem?
Thanks in advance!

Hi Melon,
here is the full error message and a copy of the log file is given below.
17:50:49|   Info| === Microsoft Dynamics CRM for Outlook Configuration Wizard logging started: 24/03/2014 5:50:48 PM ===
17:50:49|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ClientConfig.Initialize
17:50:49|   Info| Client Configuration Wizard Version      : 6.0.0001.0061
17:50:49|   Info| Client Configuration Wizard LanguageID   : 1033
17:50:49|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.Validator.IsOutlookInitialized
17:50:49|   Info| Query all rows in profile table
17:50:49|   Info| Outlook is initialized
17:50:49|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.Validator.IsOutlookInitialized
17:50:49|   Info| Client Configuration Wizard Running Mode : Normal
17:50:52|   Info| Configuration file Type : OnPremise.
17:50:52|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ConfigInfo.ConfigInfo
17:50:52|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.OutlookCRMDatastoreInstaller.GetAllCRMOrgsInOutlookProfile
17:50:52|   Info| Logon mapi store
17:50:52|   Info| Logon admin service
17:50:52|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.OutlookCRMDatastoreInstaller.GetServiceIds
17:50:52|   Info| Query all rows in msg service table
17:50:52|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.OutlookCRMDatastoreInstaller.GetServiceIds
17:50:52|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ConfigInfo.CleanUpDatastoreIfNeeded
17:50:52|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ConfigInfo.CleanUpDatastoreIfNeeded
17:50:52|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ConfigInfo.ConfigInfo
17:50:52|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm.ServerForm
17:50:54|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm.ServerForm
17:50:54|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm.SetUIData
17:50:54|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm.LoadAvailableUrls
17:50:55|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm.LoadAvailableUrls
17:50:55|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm.SetUIData
17:51:03|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm._testConnectionButton_Click
17:51:03|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm.TestConnection
17:51:03|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm.TestConnection
17:51:03|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm._testConnectionButton_Click
17:51:30|   Info| Fill organization comboBox with server information.
17:51:35|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm._testConnectionButton_Click
17:51:35|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm.TestConnection
17:51:35|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm.TestConnection
17:51:35|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm._testConnectionButton_Click
17:51:36|   Info| Fill organization comboBox with server information.
17:51:37|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm._okButton_Click
17:51:37|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm._okButton_Click
17:51:40| Error| Exception : Metadata contains a reference that cannot be resolved: 'https://ldp-crm-01:80/LDP/XRMServices/2011/Organization.svc?wsdl'.    at System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper
timeoutHelper)
   at System.ServiceModel.Description.MetadataExchangeClient.ResolveNext(ResolveCallState resolveCallState)
   at System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(MetadataRetriever retriever)
   at System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(Uri address, MetadataExchangeClientMode mode)
   at Microsoft.Xrm.Sdk.Client.ServiceMetadataUtility.RetrieveServiceEndpointMetadata(Type contractType, Uri serviceUri, Boolean checkForSecondary)
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1..ctor(Uri serviceUri, Boolean checkForSecondary)
   at Microsoft.Xrm.Sdk.Client.OrganizationServiceConfiguration..ctor(Uri serviceUri)
   at Microsoft.Xrm.Sdk.Client.ServiceConfigurationFactory.CreateConfiguration[TService](Uri serviceUri)
   at Microsoft.Crm.Outlook.ClientAuth.ClientAuthProvidersFactory`1.GetAuthProvider(Uri endPoint, Credential credentials, AuthUIMode uiMode, Uri webEndPoint, IClientOrganizationContext context, Form parentWindow)
   at Microsoft.Crm.Application.Outlook.Config.ServerInfo.LoadUserId()
   at Microsoft.Crm.Application.Outlook.Config.ServerInfo.Initialize(Uri discoveryUri, OrganizationDetail selectedOrg, String displayName, Boolean isPrimary)
   at Microsoft.Crm.Application.Outlook.Config.ServerForm.LoadDataToServerInfo()
   at Microsoft.Crm.Application.Outlook.Config.ServerForm.<InitializeBackgroundWorkers>b__2(Object sender, DoWorkEventArgs e)
   at System.ComponentModel.BackgroundWorker.OnDoWork(DoWorkEventArgs e)
   at System.ComponentModel.BackgroundWorker.WorkerThreadStart(Object argument)
17:51:40| Error| Exception : The underlying connection was closed: An unexpected error occurred on a send.    at System.Net.HttpWebRequest.GetResponse()
   at System.ServiceModel.Description.MetadataExchangeClient.MetadataLocationRetriever.DownloadMetadata(TimeoutHelper timeoutHelper)
   at System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)
Look forward to hearing from you,
Thanks

CRM 2013 Client for outlook cannot connect to CRM 2013 instance

Hoping this is the right forum couldnt see any specifically related to CRM
Ok we have recently setup an On-premise installation of Dynamics CRM 2013 and running the client on Outlook 2013 with Exchange 2010.
The CRM installation has had update rollup 1 applied to the server and outlook client
We have and IFD and ADFS deployment setup (*we require ADFS for a sister company as they will be utilising CRM also)
When we try to connect the outlook client we just keep getting prompted for credentials and it never connects.
In the log the following entries appear
12:17:08| Error| Error connecting to URL: https://internal.crm.timg.com/XRMServices/2011/Discovery.svc Exception: Microsoft.Crm.CrmException: Authentication failed
   at Microsoft.Crm.Outlook.ClientAuth.ClaimsBasedAuthProvider`1.AuthenticateClaims()
   at Microsoft.Crm.Outlook.ClientAuth.ClaimsBasedAuthProvider`1.SignIn()
   at Microsoft.Crm.Outlook.ClientAuth.ClientAuthProvidersFactory`1.SignIn(Uri endPoint, Credential credentials, AuthUIMode uiMode, IClientOrganizationContext context, Form parentWindow, Boolean retryOnError)
   at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.DeploymentInfo.LoadOrganizations(AuthUIMode uiMode, Form parentWindow, Credential credentials)
   at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.InternalLoadOrganizations(OrganizationDetailCollection orgs, AuthUIMode uiMode, Form parentWindow)
This occurs when setting up the configuration with either outlook opened or closed.
I was assuming somewhere along the lines it is getting hung up with the claims process for ADFS on authentication.
Any information on this would be appreciated. CRM logins work fine for users logging into the main CRM site, just the outlook client wont authenticate.

Did you ever have luck fixing this? I'm having a similar issue with the login box prompting but if the users put in
[email protected] & normal password they can login without issues. But it should just be using their normal Windows credentials without a need to separately authenticate. We happen to be on Windows 2012 R2, ADFS
3.0 with our CRM 2013 install.

Whole number field formatted as timezone in CRM 2013 SP1UR1 gives error on saving

Hi,
I added a whole number field formatted as time zone to the appointment form and when I save the record I get an error saying
Crm Exception: Message: An unexpected error occurred., ErrorCode: -2147220970, InnerException: System.InvalidCastException: Unable to cast object of type 'Microsoft.Xrm.Sdk.OptionSetValue' to type 'System.IConvertible'.
This error is coming from the timezone field and only happens when I have data in the field. Has anyone seen this?
Thanks
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

More info, the error occurs on pipeline stage 30 of the Book or Reschedule message and the same thing happens in CRM 2015. I've started a thread on connect with URL
https://connect.microsoft.com/dynamicssuggestions/feedback/details/1128206/crm-2013-sp1ur1-cant-handle-the-timezone-field
This must be rather new because I've tried it in CRM 2011 UR late and it did not occur there, I haven't tried CRM 2013 RTM though so I can't say if it's a CRM 2013 or a CRM 2013 SP1UR1 issue.
BTW, the 2015 org was a complete vanilla so I've pretty much ruled out custom code as a culprit :)
Regards
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

CRM 2013 SP1 new case functions crashes

Hi,
We have an issue with a CRM 2013SP1 that has been upgraded from CRM 2011. After the SP1-upgrade the sitemap was in a bit of a mess so I reset the sitemap with XrmToolbox sitemapedito to a CRM 2013-vanilla state and then added the service management settings
page (<SubArea Id="nav_servicemanagement" ResourceId="Homepage_ServiceManagement" DescriptionResourceId="ServiceManagement_SubArea_Description" Url="/tools/servicemanagement/servicemanagement.aspx" AvailableOffline="false"
/>) in the sitemap xml manually.
Right, this made the settings page appear, but when I click on the new features I get an error and the trace says that the guid is in the wrong format (Exception of type 'System.Web.HttpUnhandledException' was thrown. ---> System.FormatException: Unrecognized
Guid format.)
When I have a look at the customizations there are no views or forms available for entitlements for example so something seems to have gone wrong in the update. It didn't help to install the SP1 again, and the SP1UR1 or SP1UR2 didn't fix this either. Has
anyone seen anything like this and how have you solved it?
Thanks
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

Hi Rickard,
I am facing the same issue after upgrading to SP1. Were you able to resolve this issue?
Regards
Manish

Ms CRM 2013 Autosave loop in quote form.

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