Microsoft CRM 2011 - added user modification not allowed

zargf8ns
zargf8ns used Ask the Experts™
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We have a new installation of MS CRM 2011. All of the Rollup Patches have been applied to the installation. The built-in administrative account works fine. We added our first user. However, when we open us the user (a local Domain User), it shows a scaled-down interface. We cannot do anything with the use. We want it to be able to access a calendar, add Tasks & Appointments, etc. When we try to do anything with the user we get the error message "An error has occurred". "Try this action again ...". When we try to deactivate the user, the same message. We understand that we cannot delete the user. Since we cannot deactivate the use we're stuck in a catch 22 loop. We tried re-adding the user , but we get the message that the user already exists. How can we modify the user in question so that it is usable? Screen shots attached.
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Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Zarg,

First thing, in your CRM URL the name of the project is clearly visible in address bar and the organization name. I think you might want to hide it. If it is ok with you then let us move on to the problem at the hand.

It looks like you have not assigned a security role to the user after adding him. Please assign a security role - An admin can do this task.
Let me know if you need help with adding the right security role.

Regards,
Chinmay.

Author

Commented:
I have assigned a security role. In fact, I assigned this user every role except and administrative role. Saved those settings and tried to access\change the user within the Administrative login as well as the user itself. When I log into the problem user it still will not show a calendar or allow tasks, etc. I then changed the users role to only the first one "CEO" ... No change. And, when logged into the Administrative User and go into "Administration\Users", and click on the problem user I still get the message "An error has occurred .... etc"... Within the "Administrative login I can put a checkmark next to the user and change it's role.
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Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Zarg,

I have one request before we try any other thing. Could you please create 1 more user and see if that user works properly or not.
One thing that happens a lot is, when you use custom security roles, not all the necessary privileges are available to the user.

After you can confirm it works for other users, we will try to fix the existing user. Also do not give the user any custom role, give him the security role that comes out of the box and you have not modified.

Regards,
Chinmay.
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Author

Commented:
Hello - added a brand new user. The users' information was picked up from Active Directory from the local Domain Controller. It automatically populated the first and last name of the user once I entered the users' name in the top entry field. Then I clicked on add. It immediately popped up with the error message "An error has occurred" ... etc. (See attached). HOWEVER, the use IS listed in the users' list under Administration. (See attached). That's where we are right now.
CRM-2011-3.jpg
CRM-2011-6.jpg

Author

Commented:
Chinmay - have you had time to look at my latest response ? Let me know, when you get a chance. Regards, Joe W.
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Joe,

I do not think now that we have something simple at hand. I was in an impression that maybe you were facing some security role issues. I faced similar issue some 5-6 years back and it was due to copied security roles. So my thought process was to eliminate that doubt before we proceed further. By your description and screen shots it seems we will have to rely on tracing.

Please turn on tracing by following this guide. https://support.microsoft.com/en-us/help/907490/how-to-enable-tracing-in-microsoft-dynamics-crm

I suggest you just turn on the trace for Errors and keep the trace category to *(Everything). Try to perform any action in CRM and then check if these errors are being captured in the trace directory. Collect the log file and attach it here.

Regards,
Chinmay.

Author

Commented:
I have tried to follow the instructions you have supplied, and none of the registry locations noted exist in the CRM Server's registry. I have found a CRM V4 tool that can turn on tracing, which I did. But the directory to which the tracing log files go to is not being updated.
I'm not sure what the next step is. Is there an alternative way to turn on tracing within the CRM Management interface directly on the CRM Server ?  Thanks, Joe W.
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Joe,

I don't think this is possible. if the registry key is not there your CRM Server installation is corrupt or something is really wrong. Plus, CRM is a database driven app so if the registry key is not there you will not see a thing when you open the CRM Web App.

I request you to look again. Also you could just search for MSCRM in the registry. I am sure it will popup.

In the same article I mentioned, there are PowerShell commands detailed to control tracings.

Regards,
Chinmay.

Author

Commented:
Update ... I ran the SQL database update process on the resident SQL database. It did some sort of update. I can now access the secondary user jweigle. I was able to enable that user through the Administrative Console. When I'm directly on the CRM server I can open up a browser to the user jweigle. That view has a limited view ... No Calendar, no Task List, etc. I cannot open up the user jweigle from any other workstation on the network. When logging in from there, after entering the UN& PW, the box where you enter that flashes and then disappears. I cannot send you screen shots right now because I'm out of the office.

Thanks, Joe W.
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Joe,

Can you tell me what update process you ran on the SQL Database? Also you are getting a limited view but is it giving error like it was used to do earlier?

Regards,
Chinmay.

Author

Commented:
Chinmay, I opened up Deployment Manager, highlight "Organizations", in the right-hand window I RT-Clicked on "SafeHarbor", and a windows opened up to allow for a SQL Server Update. I ran the update. It took about 5 to 8 minutes. Once that was completed I could log into CRM with the Administrative account and I was able to "Enable" the user jweigle. Before this process, when I did that, I would get an error as earlier indicated. Not so now. I can open up the user jweigle (when I'm on the CRM server directly). But this is where the user jweigle only has the limited view. I cannot open the user jweigle when attempting to open it from any other workstation other than the CRM server. When I do, the login window seems to accept the UN & PW, but when entering it flashes for a micro-second, then disappears, and nothing opens up. There's the state of affairs right now. See attached screen shots.
Deployment-Manager1.jpg
Update-SQL-Server.jpg
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Joe,

It seems there are more updates available for your deployment. Kindly apply those updates as well. In the Deployment Manager screen shot it says Update Available. Also are there more than 1 CRM server in your deployment?

Regards,
Chinmay.

Author

Commented:
Hello Chinmahy - I attempted to run another update. It returned an error. I have attached a screen shot of the error and the log file associated with the attempted update. There is only one CRM server on our network.
Update-SQL-Server-error.jpg
SQL_Server_Update_Error_Log_File-090.log
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi joe,

It is very difficult for me to tell you what could have caused this error by looking at the log.
Few possibilities
1. There were changes made to the Database manually i.e. without using CRM Interface and other supported methods.
2. There was a corruption in Database.

I would like to try few more things to check if this is an issue with the organization or the entire deployment.
Using Deployment Manager,  create a new organization. Once it is created, try to login with admin user and try accessing it.
Also do check if there are updates available for this new organization that you create. If there are updates available, kindly apply them as well and check if the same error is occurring or not.

Regards,
Chinmay.

Author

Commented:
Well, now when I tried to open up Deployment Manager I got the message "MMC could not create the snap-in. I have attached screen shots of the three windows that pop up. The current CMR users cannot be opened up on the CRM server either. Something's changed. I'm not sure what, because I haven't done anything to the CRM server since we last communicated.
DM-Error-1.jpg
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DM-Error-3.jpg
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Joe,

Can you check the event log as well as our CRM trace logs? There has to be some entries regarding these errors.

Regards,
Chinmay.

Author

Commented:
I will try to get this done later today ... can you tell me how to access the event logs ? In know where the trace logs are. Joe W.
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
In Run... window( accessed by Windows Key + R) type eventvwr

Author

Commented:
I don't know what's changed, but I can now open up the Deployment Manager, and I can open up the administrative user, and the user jweigle. So, we're back to where we were a couple of days ago, and that is .... when opening up the user Jweigle, there is no calender or other user applicable capabilities. It seems that the user jweigle needs to be allowed access to this functionality. Let me know of the next steps.
Regards, Joe W.  \ Safe Harbor
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Joe,

One question, is anyone else accessing the system other than you? Things in CRM have weird behaviors (including things getting fixed magically) but not at this extent.

Anyways, Please create a new organization in Dynamics CRM usnig Deployment Manager and see what happens. If it works then we can scrap the old organization.

Regards,
Chinmay.

Author

Commented:
Hello Chinmay - the same problem appeared this morning where the Deployment Manager snap-in would not open up. I had to restart the CRM server in order for the Deployment Manager to operate properly. The CRM Server is a virtualized unit, existing in a VMWare environment. Rather than battle this issue with this installation, I an going to start over again with a physical installation on a workstation. This will take me until next Monday approximately, since I have other agenda items to accomplish in the meantime. Please give me until then to get this done. If this is not ok with you I can close this case and award you high marks for you assistance so far. Let me know. Joe W.
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Joe,

Funny story. I would have suggested you that only as a next step. I agree that I am greedy for points - hey you don't gather 15L points just like that right? :P but I am not interested in points which I do not deserve. I would wait for your installation to finish. Please take your time. I would suggest that you do follow Implementation Guide when dealing with Dynamics CRM installation. Also may I ask why use CRM 2011 in the first place? I love all the versions of CRM but after a while it becomes a major headache if you have to maintain a 6-7 years old product.

Regards,
Chinmay.

Author

Commented:
Chinmay - the reason I'm using CRM 2011 is because it is software that I have paid for and have the license key to. If you know of a version that is current, and is free, I would be interested to know. We are running a Domain at our business location. I have software for Windows Server 2012 R2, Windows Server 2008 R2, SQL Server 2008, Windows 10 64-bit, Windows 7 64-bit. Let me know. Joe W.
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Joe,

It is strange and I never thought in my life I would suggest this to anyone but have you considered using Cloud based CRM? If you need simple contact management then Zoho is something that comes to my mind. If you can provide details like what exactly you want to do then I can help you narrow down on a viable option (I am not saying that we will find one, but I think we should at least try).

I know it might be a lot to ask, but can you send me a list of things you intend to do with your CRM?

Regards,
Chinmay.
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
To be VERY CLEAR :) in my previous post I wanted to say: I never thought I'd recommend someone any other CRM than Dynamics :)

Author

Commented:
Hello Chinmay - we had a CRM 2011 server in place, but the unit died. We used it to sync out phones to the customer database using an APP called Mobile CRM. It worked great. My phone is the only surviving workable database on my phone. I wanted to get a replacement CRM 2011 installation in place, and maybe push my phone's database to the new CRM 2011 installation. Is Zoho free ? Can it sync with a corresponding APP on a mobile phone ? Pending your response, I will continue with creating a CRM installation on a physical machine this week. My schedule is packed this week, so progress on that front might be a little slow. Let me know of your thoughts. Thanks, Joe W.
Chief Technology Ninja
Distinguished Expert 2018
Commented:
Hi Joe,

Zoho has various tiers. They do have one limited features 10 users CRM as well. And yes it has mobile component.
Check: https://www.zoho.com/crm/zohocrm-pricing.html

And all the best with CRM installation. I am not sure if you can connect your existing Mobile CRM to a new CRM and push the data back. Who is the vendor? is this Resco Mobile CRM? or something else? you might want to check with the vendor before taking up this exercise.

Regards,
Chinmay.

Author

Commented:
Chinmay - thank you for your referral of "ZOHO CRM". We have moved to that as our solution. Please close this question and get your points. Thanks, Joe Weigle \ Safe Harbor
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Joe,

I am kind of sad... that you had to move to Zoho.

May I ask you top 5 reasons behind the switch? If it is not too much to ask of course.

Regards,
Chinmay.

Author

Commented:
1. I did not have to use up a workstation within my organization to house the CRM 2011 installation. 2. The ease at which we can update Zoho online. 3. Zoho has a free client that will run on Android and iOS. 4. A user can enter new data on the Android\iOS unit and that will update the Desktop client as well. 5. It's free
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
:) THANKS for your inputs. I think except that last one.. it's free.. Dynamics 365 (Online) is much much more than Zoho.

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