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New Post: Problem sharing record with team

October 20, 2015, 9:42 am
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I have setup this solution in our sandbox environment and was able to configure a workflow without issue, however I get the following error from the workflow after I attempt to run it:

Plugin Trace:

[msdyncrmWorkflowTools: msdyncrmWorkflowTools.ShareRecordWithTeam]
[msdyncrmWorkflowTools (1.0.6.0): msdyncrmWorkflowTools.ShareRecordWithTeam]

Load CRM Service from context --- OK



Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: Unexpected exception from plug-in (Execute): msdyncrmWorkflowTools.ShareRecordWithTeam: System.IndexOutOfRangeException: Index was outside the bounds of the array.
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)


Could you tell me what I'm missing? This is using an instance of CRM Online. (not hosted locally)
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New Post: Problem sharing record with team

October 23, 2015, 3:18 pm
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Hi punchyghost, check the parameter named "Sharing Record URL", because I think it's not in the correct format.
ypu must use the field "Record URL (Dynamic)"

hope this helps
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New Post: Calculated Rollup Field : workflow doesn't fire on data delete

October 28, 2015, 3:04 am
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Hi Demian,

I have 1.0.4.0 installed. How can I update to 1.0.7.0 ?

Best regards Harald
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New Post: Problem sharing record with team

November 2, 2015, 9:43 am
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That's a rather embarrassing mistake on my part. That resolved the issue, thank you very much.
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New Post: Calculated Rollup Field : workflow doesn't fire on data delete

November 13, 2015, 10:48 pm
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Hi Harald, sorry for the delay.
I think the best way is removing the old one and importing it again.

regards.

demian
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New Post: Default the From Address of an Email

November 23, 2015, 2:29 am
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Hi thank you for the great utility. is it possible to default the from field to a generic email (on an email being responded from the case or queue entities), say "Customer Service" which is a Queue email address. The trick is that it should only happen if the responding user is in a team?

Your thoughts
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New Post: Default the From Address of an Email

November 27, 2015, 12:40 pm
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Hi sonzofsoil, you create an email from the workflow. but in the "from" field you must enter a CRM record (contact, account, lead, etc..). You cannot fill a text with an email address there...
Hope this helps.

kind regads
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New Post: Triggering calculated field onChange?

January 14, 2016, 5:41 pm
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I'm using Workflow Tools to have rollup fields be automatically recalc'd on data change, and that's working perfectly. What I'm wondering is, is there any way to do this for calculated fields as well? (Instead of them triggering onSave)?
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New Post: Triggering calculated field onChange?

January 15, 2016, 9:53 am
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Hi,
You Need to Trigger the Field, you use in the calculation of the calculated Field,
cause the calculated Field only changes if the Fields Used in the calculation changes.
Gr.peb
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New Post: Triggering calculated field onChange?

January 15, 2016, 10:14 am
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Sorry - I'm not entirely clear on your response. In my experience, when I change one of the fields used in the calculated field, the calculated field only changes after I save. Is that not correct? That's the behaviour I'm seeing...
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New Post: Triggering calculated field onChange?

January 15, 2016, 4:40 pm
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Hi all, thanks for your comments.
teleute: your behavior is the correct one. from the Architecture point of view, think that the Calculated fields are Transact SQL Functions, executed where you make a query on this entities, so you need to refresh the form to see the new value.
hope this helps ;)

kind regards,
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New Post: Calculated Rollup Field : workflow doesn't fire on data delete

February 2, 2016, 6:01 pm
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demian_rasko wrote:
Hiu HaraldM sorry for the delay...
I understand your point, but right now I'm not sure how to modify this one.
Maybe one Workaround is to have this workflow on "delete" as async one instead of Synchronous.
thanks!
The best way I've found is to add a boolean field "Ignore in Calculation" and only update to TRUE immediately before running the ON DELETE Recalculator. Set the rollup field to filter out any values where "Ignore in Calculation" is TRUE.

Then you can continue to run the workflow in Sync mode and have real time results without incorrectly calculating deleted values.

Cheers!

Joe Newstrom
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New Post: Calculated Rollup Field : workflow doesn't fire on data delete

February 11, 2016, 8:27 am
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Hi Joe,
Thanks for your trick !
It works !
Brgds. Harald
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New Post: Compatability w/ CRM 2015 on premise update 0.1

February 17, 2016, 5:07 am
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hi! Amazing Utility, cannot thank you enough. i have one question,

I am currently on crm 2015 on premise update 0.1 can i use Dynamics CRM 2016 Workflow Tools Solution 1.0.15.0, i want to try the new capability?

Looking forward. thank you
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New Post: Compatability w/ CRM 2015 on premise update 0.1

February 20, 2016, 12:08 am
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Hi sonzofsoil, since version 1.0.11.0 I compiled the solution with the CRM 2016 SDK assemblies (8.0), and addedd some SDK features only available since CRM 2016 (like SetProcessRequest method).
You can anyway open it with Visual Studio, add the CRm 2015 Update 1 SDK assemblies (7.1) and recompile them.
I'm trying to "align" the solution to the CRM evolution, otherwise I'll need to support a lot of different versions of the tool.

Best regards,
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New Post: Entity attachment to email

March 21, 2016, 8:40 pm
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Please forgive me as I am a workflow newbie but was wondering whether Entity Attachment to Email would work as far as emailing a report as an attachment?
Thanks in advance.

Todd
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New Post: Entity attachment to email

March 22, 2016, 2:50 pm
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What about a word template that was created in a previous workflow step?

Thanks in advance.
Todd
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New Post: Custom Workflow Activity Clone Record Error

March 23, 2016, 7:19 am
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Plugin Trace:

[msdyncrmWorkflowTools: msdyncrmWorkflowTools.CloneRecord]
[msdyncrmWorkflowTools (1.0.16.0): msdyncrmWorkflowTools.CloneRecord]
Load CRM Service from context --- OK
ObjectTypeCode=4201--ParentId=f038c59c-77d1-e511-8112-3863bb355d80
retrieved object OK
attribute:isbilled
attribute:isworkflowcreated
attribute:attachmenterrors
attribute:prioritycode
attribute:timezoneruleversionnumber
attribute:scheduledstart
attribute:regardingobjectid
attribute:subject
attribute:organizer
attribute:ownerid
attribute:scheduleddurationminutes
attribute:location
attribute:ismapiprivate
attribute:requiredattendees
attribute:optionalattendees
attribute:isalldayevent
attribute:scheduledend
attribute:statuscode


Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: 5 is not a valid status code for state code AppointmentState.Open on appointment with Id 19674505-fff0-e511-80d6-5065f38b2521.
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)
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New Post: Entity attachment to email

March 24, 2016, 1:33 am
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Hi Tango,
yes, you can retrieve any attachment from any entity, and then add it to an email.
But my "Entity Attachment to Email" action doesn't include any feature to generate de doc. if you create the doc on prevoius step, and you add it to an entity, thn you can use it.
HTH

Demian.
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New Post: Custom Workflow Activity Clone Record Error

March 24, 2016, 1:35 am
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Maybe this is an issue...
This is an error when you try to clone an appointment that is completed? or it occours always?
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