CRM 2011 Workflow (i.e. Process) Editor: Invalid Condition Expression Issue: Solution

Sometimes (for various reasons) when user tries to update CRM 2011 workflow, we see it displays Red cross mark and says it’s Invalid Condition Expression as shown below.
This post will provide small trick to resolve this.

Solution

I recently found small workaround to fix this issue this is to add any new condition and then just delete the same condition and this resolve the issue as shown below.

Step 1: in the workflow above or below add condition at any of exisitng step as shown below

Step 2: This will fix this issue and then just delete the condition added in above step.

If issue still persists then this mean of the steps got wrong parameter so please fix this particular step and it will fix this issue.

Hope this helps…

Cheers,
MayankP

CRM 4.0 to CRM 2011 Upgrade Issue : The given key was not present in the dictionary

While importing CRM 4.0 organization to CRM 2011 environment we were kept getting error and error log is recording error as mentioned below..


InnerException:
System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.
at System.Collections.Generic.Dictionary`2.get_Item(TKey key)
at Microsoft.Crm.Metadata.PreloadedMetadataCacheDataProvider.AddEntityRelationshipRolesToCollections(IPreloadedMetadataInitializationContext context)
at Microsoft.Crm.Metadata.PreloadedMetadataCacheDataProvider.Initialize(IOrganizationContext organizationContext, MetadataContainer container, LoadMasks masks)
at Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.CreateMetadataCacheDataProvider(MetadataContainer container, IOrganizationContext context, LoadMasks masks, CounterList counter)
at Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.BuildMetadataCacheFromMetadataContainer(MetadataContainer container, LoadMasks masks, IOrganizationContext context, CounterList counter)
at Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadCacheFromDatabaseInternal(LoadMasks masks, CrmDbConnection connection, CrmTransaction transaction, IOrganizationContext context, CounterList counter)
at Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadCacheFromDatabase(LoadMasks masks, IOrganizationContext context, CounterList counter)
at Microsoft.Crm.Metadata.DynamicMetadataCacheFactory.LoadMetadataCache(LoadMethod method, CacheType type, LoadMasks masks, IOrganizationContext context)
at Microsoft.Crm.Setup.MetadataCacheLoadHelper.LoadCacheFromDatabase(CacheType existingMetadataCacheType, LoadMasks masks, String connectionString, Guid organizationId)
at Microsoft.Crm.Setup.DiffBuilder.PopulateExistingMetadataCacheFromDatabase(CacheType existingMetadataCacheType, String connectionString)
at Microsoft.Crm.Setup.DiffBuilder.Pass0(String metadataLocation)
--- End of inner exception stack trace ---
at System.RuntimeMethodHandle._InvokeMethodFast(IRuntimeMethodInfo method, Object target, Object[] arguments, SignatureStruct& sig, MethodAttributes methodAttributes, RuntimeType typeOwner)
at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean skipVisibilityChecks)
at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
at System.RuntimeType.InvokeMember(String name, BindingFlags bindingFlags, Binder binder, Object target, Object[] providedArgs, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParams)
at Microsoft.Crm.Setup.Database.DllMethodAction.Execute()
at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseInfo releaseInfo, Boolean isInstall)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase, Boolean isInstall)
at Microsoft.Crm.Tools.Admin.InstallDatabaseAction.Do(IDictionary parameters)
at Microsoft.Crm.Setup.Common.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
InnerException:
System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.
at System.Collections.Generic.Dictionary`2.get_Item(TKey key)
at Microsoft.Crm.Metadata.PreloadedMetadataCacheDataProvider.AddEntityRelationshipRolesToCollections(IPreloadedMetadataInitializationContext context)
at Microsoft.Crm.Metadata.PreloadedMetadataCacheDataProvider.Initialize(IOrganizationContext organizationContext, MetadataContainer container, LoadMasks masks)
at Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.CreateMetadataCacheDataProvider(MetadataContainer container, IOrganizationContext context, LoadMasks masks, CounterList counter)
at Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.BuildMetadataCacheFromMetadataContainer(MetadataContainer container, LoadMasks masks, IOrganizationContext context, CounterList counter)
at Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadCacheFromDatabaseInternal(LoadMasks masks, CrmDbConnection connection, CrmTransaction transaction, IOrganizationContext context, CounterList counter)
at Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadCacheFromDatabase(LoadMasks masks, IOrganizationContext context, CounterList counter)
at Microsoft.Crm.Metadata.DynamicMetadataCacheFactory.LoadMetadataCache(LoadMethod method, CacheType type, LoadMasks masks, IOrganizationContext context)
at Microsoft.Crm.Setup.MetadataCacheLoadHelper.LoadCacheFromDatabase(CacheType existingMetadataCacheType, LoadMasks masks, String connectionString, Guid organizationId)
at Microsoft.Crm.Setup.DiffBuilder.PopulateExistingMetadataCacheFromDatabase(CacheType existingMetadataCacheType, String connectionString)
at Microsoft.Crm.Setup.DiffBuilder.Pass0(String metadataLocation)

Solution

After investigating this issue further (and trying import multiple times) we guessed that issue is coming because CRM 4.0 organization had one of the unsupported customization applied on one of system entity relationship behaviour.

So first thing is to find out which entity relationship is causing this issue and once this is found then revert that changes in staging database (on top of fresh CRM 4.0 database before importing in to CRM 2011 as Organization).

We found this entity relationship and it is against “contact_as_responsible_contact” for this current Organization.

The way to find this out is compare your organization’s EntityRelationship table against standard out of the box CRM 4.0 EntityRelationship table.

After this we need to update problematic table records to match to system behaviour (CRM 4.0 out of box). We have run following script for the same.(please note schema name and ID would be different for your organization)

Update [MetadataSchema].[EntityRelationship]
set [IsCustomRelationship] =0,
[CustomizationLevel]=0
where SchemaName ='contact_as_responsible_contact'

Update [MetadataSchema].EntityRelationshipRelationships
set [CustomizationLevel] =0
where EntityRelationshipId ='ECE6333A-F356-42C5-BB26-B454DC0C0B33'

Update [MetadataSchema].EntityRelationshipRole
set [CustomizationLevel] =0
where EntityRelationshipId ='ECE6333A-F356-42C5-BB26-B454DC0C0B33'

Hope this helps..

Note: This is unsupported customization, Please unit test this module on your development/test environment before applying it to Live Environment…

Cheers,
MayankP:)

Getting View Details from CRM Grid (CRM 4.0 vs. CRM 2011)

We had custom application which uses were passing selected view id to our custom web page in CRM 4.0, following code we put in JavaScript button click event to retrieve this details.


if (top.stage.crmGrid != null)
{
var sViewId = top.stage.crmGrid.GetParameter('viewid');
var sViewType = top.stage.crmGrid.GetParameter('viewtype');
var sOtc = top.stage.crmGrid.GetParameter('otc');
}


Above code does not work in CRM 2011 and by doing really simple change as mentioned below, so following code works fine for CRM 2011..


if (document.getElementById('crmGrid') != null) {
var sViewId = document.getElementById('crmGrid').GetParameter('viewid');
var sViewType = document.getElementById('crmGrid').GetParameter('viewtype');
var sOtc = document.getElementById('crmGrid').GetParameter('otc');
}


Hope this helps..

Note: This is unsupported customization, Please unit test this module on your development/test environment before applying it to Live Environment.

Cheers,
Mayank:)

CRM 2011 Changing CRM Active/Invoice Contract to Draft

I have written article how to do this in CRM 4.0 at this place,Following source code for similar class in CRM 2011.

CRM2011ContractUtilities

This comes as dcoument (.doc) but download and rename as .zip and it will have all source files. this was done because wordpress only allows these types to be uploaded.

Once downloaded steps are similair to CRM 4.0 Article but still mentioned below again for reference..

Step 1: Download the application files (as mentioned above rename .doc to .zip and extract the files) and register this assembly using plug in registration tool.

Step 2: Once assembly is registered successfully, go to setting and create new workflow against contract, make sure contract is owned by admin user who have access to modify the database tables.

Step 3: Call this workflow “Change Status to Draft” and add step from Contract utilities -> Change Status to Draft. (Or whatever group name, friendly name you put in plug in registration tool)

Step 4: provide input parameters (i.e. database connection to string)

Step 5: Now publish the workflow.

Step 6: go to contract screen and run this workflow against relevant active/invoiced contract record and this workflow will make contract draft. Now user can change any field on this contract or delete the contract now

Note: This is unsupported customization, Please unit test this module on your development/test environment before applying it to Live Environment..

Hope this helps!!!

Cheers,
MayankP:)

CRM 2011: Removing Email from queue

Last year I blogged about this on CRM 4.0 but since last few months lots of users queried about similar solution for CRM 2011. This blog entry hopefully will provide solution for this.

Well solution logic is same as CRM 4.0, we will create custom workflow which will take email id and source queue id as input parameter and then custom will removed this email from relevant queue.

I have done following are steps to achieve this in CRM 2011.

Step 1:
Create new VS studio project and add necessary reference (i.e. Microsoft.Xrm.Sdk , Microsoft.Xrm.Sdk.Workflow etc.). for more information on how to create custom workflow activity for 2011 refer following article
http://technet.microsoft.com/en-us/library/gg328515.aspx

Step 2 :
Add new class called RemoveEmail.cs and I have provided full source code for this class at end of this article. (or it can be downloaded from http://snipt.org/xoGi)

Step 3 :
Register custom workflow assembly on 2011 dynamics server using Plug in Registration Tool.
for more information on how to register custom workflow activity for 2011 refer following article http://technet.microsoft.com/en-us/library/gg328515.aspx

Step 4:
following screen print of on demand workflow I have created for this in CRM 2011 for testing purpose.

That’s it, Done. if you need more information or got any more queries regarding this please drop comment below.
Hope this helps..

Cheers,
MayankP:)

Source Code


using System;
using System.Activities;
using Microsoft.Xrm.Sdk.Workflow;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Client;

namespace CRM2011WorkflowUtilities
{
public class RemoveEmail : CodeActivity
{
protected override void Execute(CodeActivityContext executionContext)
{
try
{
//Create the context and tracing service
IExecutionContext context = executionContext.GetExtension();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
ITracingService tracer = executionContext.GetExtension();

EntityReference incomingEmail = activityId.Get(executionContext);
string emailID = incomingEmail.Id.ToString();

EntityReference incomingQueue = queueId.Get(executionContext);
string queueID = incomingQueue.Id.ToString();

//Get the QueueItemID
Guid queueItemId = GetQueueItem(service,emailID,queueID);

//delete relevant queue item record and it will remmoved email from queue
if (queueItemId != Guid.Empty)
{
service.Delete("queueitem", queueItemId);
}
}
catch (Exception ex)
{
Helpers.Throw(String.Format("An error occurred in the {0} plug-in.",
this.GetType().ToString()),
ex);
}

return;
}

///

/// Retrieve Queue Item for this email and queue
///

///
///
///
///
private Guid GetQueueItem(IOrganizationService service,string emailGUID,string QueueGUID)
{
Guid queueItemId = Guid.Empty;

// Share the same access rights as the user, so we must retrieve the user's access rights to the record
QueryExpression qe = new QueryExpression();
qe.EntityName = "queueitem";
qe.ColumnSet = new ColumnSet();
qe.ColumnSet.AllColumns = true;

FilterExpression filter = new FilterExpression();

ConditionExpression hasEmailId = new ConditionExpression();
hasEmailId.AttributeName = "objectid";
hasEmailId.Operator = ConditionOperator.Equal;
hasEmailId.Values.Add(emailGUID) ;

ConditionExpression hasQueueId = new ConditionExpression();
hasQueueId.AttributeName = "queueid";
hasQueueId.Operator = ConditionOperator.Equal;
hasQueueId.Values.Add(QueueGUID);

filter.Conditions.Add(hasEmailId);
filter.Conditions.Add(hasQueueId);

qe.Criteria = filter;

EntityCollection ec = service.RetrieveMultiple(qe);

if (ec != null && ec.Entities.Count > 0)
{
queueItemId = ec.Entities[0].Id;
}

return queueItemId;

}

#region Input Parameters

[RequiredArgument]
[Input("Source Email Id")]
[ReferenceTarget("email")]
public InArgument activityId { get; set; }

[Input("queue Id")]
[ReferenceTarget("queue")]
public InArgument queueId { get; set; }

#endregion

#region Output Parameters

#endregion
}
}


Funny error messages

Last week, I encountered following funny error messages.

Youtube

Microsoft

Cheers,
MayankP

CRM 2011 Tip: hiding start pane on CRM entities

Few of our users did not like this started pane in CRM 2011 and asking us if we disable this.

User settings

Following steps individual user can do to remove this started pane
Step 1: Go to File -> Options -> General tab
Step 2: un- tick “Show Get started panes on all lists” and click ok

System settings

System admin can switch this setting off for all users by doing following steps.
Step 1: go to Settings -> Administration -> system settings – > General tab
Step 2: set “Show Get Started panes on all lists of all users “ to “NO” and click ok

Hope this helps..

Cheers,
MayankP:)