One Activity Record - Two 'Owners'

Similar Threads:

1.Two owners to an activity

Can we assign 2 owners to an activity entry so that the assistant can go back 
in and edit the entry?

2.View all open or closed Activities in one view instead of two view

You can use advance find to create a new view.

Create a new search or edit a saved view
1) On the Standard toolbar, click Advanced Find.
2) To start a new search, click New.
3) Specify the search criteria you want to use. You probably want "Status = 
Active or Inactive".

-- 
This posting is provided "AS IS" with no warranties, and confers no rights.

"Rahul" < XXXX@XXXXX.COM > wrote in message 
news: XXXX@XXXXX.COM ...
>I forgot to mention that i am using CRM 3.0
>
> Thanks
> Rahul
>
> "Rahul" wrote:
>
>> Hi
>> Can we view all activities (open and closed) in one view (Activity) 
>> instead
>> of viewing open activities in "Activity" and closed activities in 
>> "History"?
>>
>> Thanks
>> Rahul 

3.Changing Account owner also changes contact owner (and activity owner)

Hi,
When I change the owner of an account, CRM also changes the owner of
the contacts within that account and changes the owner of the
activities that are connected to the contact.
Is this behavior by default? (I can't Imagine).

Sanne

4.There should be only one owner party to an activity

I have seen this in other threads however none seem to have a
resolutions.

We are unable to reassign records where this has occurred - now the
thing that all these account records have in common is that they were
created prior to our CRM 4.0 upgrade and even then not all the
accounts have this issue just some of them.



Error Message:



Microsoft CRM Error Report:

Error Description:

There should be only one owner party for an activity


Error Details:

There should be only one owner party for an activity


Full Stack:

[CrmException: There should be only one owner party for an activity]

   at
Microsoft.Crm.ObjectModel.GenericActivityServiceBase.InternalAssign
(BusinessEntity entity, SecurityPrincipal assignee, ExecutionContext
context)

   at Microsoft.Crm.BusinessEntities.CascadeEngine.AssignDB
(BusinessEntityMoniker moniker, SecurityPrincipal assignee,
ExecutionContext context)

   at Microsoft.Crm.BusinessEntities.BusinessProcessObject.Assign
(BusinessEntityMoniker moniker, SecurityPrincipal assignee,
ExecutionContext context)



[TargetInvocationException: Exception has been thrown by the target of
an invocation.]

   at System.RuntimeMethodHandle._InvokeMethodFast(Object target,
Object[] arguments, SignatureStruct& sig, MethodAttributes
methodAttributes, RuntimeTypeHandle typeOwner)

   at System.RuntimeMethodHandle.InvokeMethodFast(Object target, Object
[] arguments, Signature sig, MethodAttributes methodAttributes,
RuntimeTypeHandle 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.Web.Services.Protocols.LogicalMethodInfo.Invoke(Object
target, Object[] values)

   at Microsoft.Crm.Extensibility.InternalOperationPlugin.Execute
(IPluginExecutionContext context)

   at Microsoft.Crm.Extensibility.PluginStep.Execute
(PipelineExecutionContext context)

   at Microsoft.Crm.Extensibility.Pipeline.Execute
(PipelineExecutionContext context)

   at Microsoft.Crm.Extensibility.MessageProcessor.Execute
(PipelineExecutionContext context)

   at Microsoft.Crm.Extensibility.InternalMessageDispatcher.Execute
(PipelineExecutionContext context)

   at Microsoft.Crm.Extensibility.ExternalMessageDispatcher.Execute
(String messageName, Int32 primaryObjectTypeCode, Int32
secondaryObjectTypeCode, PropertyBag fields, CorrelationToken
correlationToken, CallerOriginToken originToken, UserAuth userAuth,
Guid callerId)

   at Microsoft.Crm.Sdk.RequestBase.Process(Int32
primaryObjectTypeCode, Int32 secondaryObjectTypeCode, CorrelationToken
correlationToken, CallerOriginToken originToken, UserAuth userAuth,
Guid callerId)

   at Microsoft.Crm.Sdk.RequestBase.Process(CorrelationToken
correlationToken, CallerOriginToken originToken, UserAuth userAuth,
Guid callerId)

   at Microsoft.Crm.Sdk.CrmServiceInternal.Execute(RequestBase
request, CorrelationToken correlationToken, CallerOriginToken
originToken, UserAuth userAuth, Guid callerId)

   at Microsoft.Crm.Sdk.InProcessCrmService.Execute(Object request)

   at
Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.ExecuteInternal
()

   at Microsoft.Crm.Application.Platform.DataSource.Assign(Guid
entityId, String entityType, SecurityPrincipal principal)

   at
Microsoft.Crm.Application.Platform.CommunicationListeners.AssignRouteOnCreateUpdateListener.AssignEntity
(Entity entity, LookupValue owner)

   at
Microsoft.Crm.Application.Platform.CommunicationListeners.AssignRouteOnCreateUpdateListener.AssignRouteEntity
(Entity entity, LookupValue owner)

   at
Microsoft.Crm.Application.Platform.CommunicationListeners.AssignRouteOnCreateUpdateListener.HandlePostEvent
(PlatformCommand command, Response response, Boolean wasForUpdate)

   at
Microsoft.Crm.Application.Platform.CommunicationListeners.CommunicationListener.HandlePostEvent
(PlatformCommand command, Response response)

   at
Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.ExecuteInternal
()

   at
Microsoft.Crm.Application.Platform.ServiceCommands.UpdateCommand.Execute
()

   at Microsoft.Crm.Application.Platform.EntityProxy.Update(Boolean
performDuplicateCheck)

   at Microsoft.Crm.Application.Platform.EntityProxy.Update()

   at Microsoft.Crm.Application.Forms.AppForm.HandleFormEventAssign
(Boolean gridRefreshCallbackAdded)

   at Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent
(FormEventId eventId)

   at Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity
entity)

   at Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity
entity, String formType)

   at Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity
entity)

   at Microsoft.Crm.Web.SFA.AccountDetailPage.ConfigureForm()

   at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender
(EventArgs e)

   at System.Web.UI.Control.PreRenderRecursiveInternal()

   at System.Web.UI.Page.ProcessRequestMain(Boolean
includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)



[HttpUnhandledException: Exception of type
'System.Web.HttpUnhandledException' was thrown.]

   at System.Web.UI.Page.HandleError(Exception e)

   at System.Web.UI.Page.ProcessRequestMain(Boolean
includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

   at System.Web.UI.Page.ProcessRequest(Boolean
includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

   at System.Web.UI.Page.ProcessRequest()

   at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext
context)

   at System.Web.UI.Page.ProcessRequest(HttpContext context)

   at ASP.uniqueworld_sfa_accts_edit_aspx.ProcessRequest(HttpContext
context)

   at
System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute
()

   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step,
Boolean& completedSynchronously)




Other Message:


Error Number:

0x80040203


Source File:

Not available


Line Number:

Not available

5.CRM 3.0 - Reassign Account owner changes owner on all related records

There were several threads and it was quite a big issue for version 1.2 
about being able to reassign the owner of an account and not have a 
cascading effect on all related records (ie, opportunities, contacts). 
There was also a thread where an MBS developer was soliciting input on how 
it should work in 3.0.

It was supposed to have an option when you change the owner of an account, 
it doesn't change the owner on all related objects.  That way you don't lose 
your history or if several people are working the same account, they don't 
lose ownership of their individual opportunities.

Am I not looking in the right place, or was this not added in 3.0?

Thanks,
Roy 

6. Changing Account owner also changes contact owner (and activity ow

7. CRM 4.0: Overriding dedup to save a record causes owner change to child records

8. Displaying related (one-to-one) record