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Wealth Management Solution error in CRM 2015 RRS feed

  • Question

  • After our CRM online instance was recently upgraded to Dynamics CRM 2015 Online, we are getting the following error with the Wealth management solution.  The error occurs when the user tries to create a new holding record under a portfolio:

    Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #BF3FD702Detail:

    <OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">

      <ErrorCode>-2147220970</ErrorCode>

      <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

      <Message>System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #BF3FD702</Message>

      <Timestamp>2015-04-21T02:21:00.9488115Z</Timestamp>

      <InnerFault i:nil="true" />

      <TraceText>

     

    [Microsoft.Dynamics.Crm.WealthManagement: Microsoft.Dynamics.Crm.WealthManagement.HoldingPreCreate]

    [a713f0b6-5191-e011-bbc3-00155db87b13: Microsoft.Dynamics.Crm.WealthManagement.HoldingPreCreate: Create of msdyn_holding]

     

     

    </TraceText>

    </OrganizationServiceFault>

    Tuesday, May 5, 2015 6:57 AM