Dynamics – How to Setup Plugin Tracing in Custom Workflow Steps C#

This is likely a side-effect of me being rather new to coding in C# and coding CRM solutions however I came across an issue in that I needed to create some tracing on a plugin however I couldn’t add it as a parameter of the Execute function.

I’ll cover two ways to enable tracing within a custom plugin, the standard way which everyone suggests and a workaround which I used –

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Dynamics – C# Input/Output Parameters Cheat Sheet

I’ve been doing some work on expanding Dynamics in order to create a solution capable of scheduling automatic reporting to email addresses recently (a very interesting subject) and found it difficult to find a complete list of input parameters for use in my custom workflow step.

Below I’ve included all the examples I’ve found –

Continue reading “Dynamics – C# Input/Output Parameters Cheat Sheet”

Dynamics – Can’t Modify Static Marketing List Converted from Dynamic List

I’ve been doing some work with marketing lists today and came across a confusing issue.

After converting a dynamic list to a static list so that one of our marketing users could selectively remove contacts for a marketing email, we realised we couldn’t use the ‘Manage Members’ functionality as it simply froze when processing any sort of query against members. After some head scratching we figured out why.

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Dynamics 365 – Key not valid for use in specified state – Event 1309

This error will display in one of several ways depending on what you are trying to access, it can display as a generic “An error occurred” error to users upon login or it can display as something similar to the image below if you happen to have DevErrors enabled –

cryptographicKey1

ID1073: A CryptographicException occurred when attempting to decrypt the cookie using the ProtectedData API (see inner exception for details). If you are using IIS 7.5, this could be due to the loadUserProfile setting on the Application Pool being set to false.

 

It will also display as a Warning event with ID 1309 in the Event Viewer on the CRM server.

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Dynamics 365 – “The instance name must be the same as computer name”

When installing Dynamics CRM on a server you may find you receive an error stating “The instance name must be the same as computer name”. This error refers to the SQL database which contains an invalid name for the server.

This normally only occurs when a machine has been renamed since SQL was installed however I’m sure there are numerous ways to cause this. It can easily be fixed however. Continue reading “Dynamics 365 – “The instance name must be the same as computer name””

4 Quick Wins to Improve Your Dynamics CRM Deployment

I thought it would be worth going over some potentially quick ways you can improve your CRM deployment. If you’re one of the many who has been working with CRM for a while now then you’ve undoubtedly developed new functionality, ‘improved’ forms and decided time and time again that you can improve the sales process in CRM, which is great, however there’s a tendency to avoid cleaning up old fields and the likes which can be a major frustration both for users and for those who have to manage CRM.

I’m going to cover some likely obvious but overlooked things that you probably need to consider doing, and then I’ll finish up by talking briefly about the built in maps functionality which can be a quick win with users and managers.

Continue reading “4 Quick Wins to Improve Your Dynamics CRM Deployment”