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Report runs on crm but doesn't retrieve any records(shows zero records retrieved), same report shows records on SQL Server Reporting Services (CRM 2013 On Premise)

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Can Run the report from both CRM and SQL Server Reporting Services. I get zero records when i run in CRM but when i run the same report on SQL Server Reporting Services it shows the records.


Plugin: Update current entity in post-operation

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Hello

I have the code below which works fine in pre-operation and pre-image. But I need it to work in post-operation. Any ideas on how to adjust the code?

using System;
using Microsoft.Xrm.Sdk;

namespace CalculateScorePlugin
{
    public class CalculateScore : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory servicefactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService client = servicefactory.CreateOrganizationService(context.UserId);
            {
                if (context.InputParameters.Contains("Target"))
                {
                    if (context.InputParameters["Target"] is Entity)
                    {
                        Entity entity = (Entity)context.InputParameters["Target"];
                        if (entity.LogicalName == "contact")
                        {
                            if (entity.Attributes.Contains("crmn_ourdescription"))
                            {
                                try
                                {
                                    Entity image = context.PreEntityImages["image"];
                                    /*
                                    int sumFakturert = image.GetAttributeValue<int>("crmn_invoiceamount");
                                    int antTimerOrdinarTid = image.GetAttributeValue<int>("crmn_workinghoursordinary");
                                    int antOppdrag = image.GetAttributeValue<int>("crmn_assignmentinvolvements");
                                    */
                                    int kundelikes = image.GetAttributeValue<int>("new_kundelikes");
                                    String forsteVurdering = image.FormattedValues["new_frstegangsvurdering"].ToString();

                                    int score = kundelikes * 100;
                                    

                                    entity.Attributes["description"] = score.ToString();
                                    //entity.Attributes.Add("description", test);
                                    //client.Update(entity);
                                }
                                catch (Exception ex)
                                {
                                    throw new InvalidPluginExecutionException("Howdy! An error occured in the plugin:", ex);
                                }
                            }

                        }
                        else return;
                    }
                }
            }

        }
    }
}

Putting Posts On Campaign Form

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Hi.  It looks like Microsoft does not allow putting Posts on the Campaign Form with Dynamics 365 Online.

If I am mistaken, I would like to know how to do it.

If I am correct, I would like to know why can't we do this?  You put Posts on other Entity, including Custom Entity, forms.

Thanks.


Rick Bellefond
RB Data Services
www.rbdata.com 

Dynamics 365 and SMTP

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Hi,

I have a client who has Dynamics CRM 365 (Online) and want to integrated his email with any 3rd party SMTP server. Their requirement is to send around 1000 emails per month.

Do you know any best SMTP server available in the market.

Thanks,

Arvinder..

How to properly structure products?

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I have media products to sell and they come in the following variations...

  • Document A - English - Digital
  • Document A - French - Digital
  • Document A - English - Physical
  • Document A - French - Physical

What is the proper way to handle this? Would each point be a product or would I handle this with product properties?

JavaScript rendering issue

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Hello,

I am new to Dynamics CRM and I am coming across this error a lot

To qualify a lead or to deactivate a record in account, I always get this error below.

<html xmlns="http://www.w3.org/1999/xhtml"><body><parsererror style="display: block; white-space: pre; border: 2px solid #c77; padding: 0 1em 0 1em; margin: 1em; background-color: #fdd; color: black"><h3>This page contains the following errors:</h3><div style="font-family:monospace;font-size:12px">error on line 1 at column 1: Extra content at the end of the document
</div><h3>Below is a rendering of the page up to the first error.</h3></parsererror></body></html>

I have tried changing browsers and tried deleting cookies and I am still coming across this error. Any leads. Please help.

Thank you!

Automatically copy Lookup Field into Entity using Javascript

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I am looking to map a lookup field to another lookup field, similar to how it is done on this blog http://himbap.com/blog/?p=2852

However, my Java skills are not up to the task of modifying the code for my situation.  Thankfully I need only map one field.

My situation is as follows:

  • I have an entity called "Procurement Responses" which contains a LookUp field on the Form called "new_SupplierName " from an Entity called "Suppliers"
  • I have another entity called "Commissioned Services" and a LookUp field on that Form called "Procurement Responses" (i.e. the one described above)
  • The entity called "Commissioned Services" also has a LookUp field on the Form called "new_SupplierName"

The action I am looking for is as follows

  • When I select the Lookup field "Procurement Responses" on the "Commissioned Services", I want "new_SupplierName" that resides on the Procurement Responses" form to copy down into the same titled field "new_SupplierName" that lives on the entity called "Commissioned Services"

I cannot use a Workflow to solve the problem, as the "Commissioned Services" entity is a modification of opportunity_product which does not allow Workflows to be run on it, and the problem cannot be solved using the mapping 1 to N facility either.

Thanks in anticipation

Jimbo

Import unmanaged solution failed : You can only use a Date Only type

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Hi, 
im trying to import unmanaged solution into Dynamics 365 on premise and getting the below error on custom field

    

Please suggest help. Much appreciate if you would respond quickly.


Uninstalling Adxstudio solutions

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Seeking consultant to remove this solution. Was installed and never used.

Thank you.

javascript example for minimum value with a set focus and prevent save

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Hi, can someone share an example to:

  1. set a minimum value for a field
  2. with a set focus back on the field if they try to save
  3. and an on save event that will prevent the form from being saved

I have the field set to allow for 12 characters and I need the value to validate that there are 12 characters.

Dynamics 2016 on-prem.

Thank you in advance!

Resolving a Case

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Hi all..I have a small requirement.We have a custom button called Resolve. On Click of that case has to be Resolved. I have Written a custom code for it.

So on click of the button case is getting resolved. But the problem it is getting reflected only after form Refresh. Please give your suggestions. Below is the code i have used for resolving.

Entity caseResolution = new Entity("incidentresolution");



caseResolution["incidentid"] = new EntityReference("incident", caseId);

caseResolution["subject"] = "Case resolved!";

CloseIncidentRequest close = new CloseIncidentRequest();

close.IncidentResolution = caseResolution;

close.RequestName = "CloseIncident";

close.Status = new OptionSetValue(5);

CloseIncidentResponse closeCase = (CloseIncidentResponse)organizationService.Execute(close);

Attach Selected SharePoint Document to Email

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I have a requirement to add an Email button on SharePoint Document Sub Grid and when I click on Email button the selected SharePoint Document get attached to Email. Is it possible?

  

MS CRM 2016 SP 2.1 onpremise . Sevice side sync alerts not showing

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Hi.

Got a customer with around 3k users.

They have enabled SSS for the users and it works mostly fine.. We do how ever have a few problem users.. that are failing the test and enable.

The problem is that no alerts is getting generated at ALL.. not one for any users of in the email serverprofile.

There are not anything relevant shown in the event viewer either.

Any tips would be welcome.

Update entity record with Current date

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Hi Guys,

I have a requirement in D365 Online instance, i have a date field with past date and another field with current date. i need to trigger a plugin everyday at sometime and check the current date based on that i need to update particular entity active records and calculate the diff in days between Past date field and current date to get the value and populate in another field.

Need some inputs like how to proceed to get this done.

Thanks in Advance.

Server Side Sync | Mailbox Alert: ExchangeSyncPrivilegeDeniedFailure & ExchangeSyncGeneralCrmItemSyncError - Tracecode 130

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Hi Community,

shouting out loud for all server side sync (SSS) experts in the world..
This topic is frustrating as one can find only little documentation and even less guidance for troubleshooting in the web.
Also service providers can´t help with 100% knowledge around that. :(

If a/some community members have deep knowledge (or think to have..) and are also willing to provide some (paid) help to us, they are cordially invited to get in contact with me.

In the meantime I´ve been proceeded through ~58000 lines within tracelog entity. (see also here: https://community.dynamics.com/crm/f/117/p/260348/731565#731565 )
At least I deleted all records yesterday by bulk deletion tool, one tracecode after another checking error messages in detail.
Therefore also the SSS monitoring dashboard didn´t show me errors afterwards.


Today we again have new error messages in the dashboard, mostly with tracecode 130

Walking through single mailboxes showing alerts like this:

I am a bit confused about the detailed error message as I read, that this particular user is missing "assignTO" (AccessRights: 524296)permission for contact records.
Indeed our users don´t have permission to assign contacts in CRM, but I can´t understand why this is upcoming in context of service side sync.
It also seems that parts of the error details are cut off at the mailbox wall. Where can I find the whole alert message?

 

Hoping that someone can give me more insights here.
Any help would be kindly appreciated.
Regards

Oliver


Team owner of selected queue is blank - cannot assign Case to this queue

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I am sending data as XML data to dynamic CRM after authentication process completed. At that time i am getting response i am getting like "You should specify a parent contact or account". My sample data which i am sending to CRM.

Sample data:

<s:Body>
<Execute
xmlns="schemas.microsoft.com/.../Services"
xmlns:i="www.w3.org/.../XMLSchema-instance">
<request i:type="a:CreateRequest"
xmlns:a="schemas.microsoft.com/.../Contracts">
<a:Parameters
xmlns:b="schemas.datacontract.org/.../System.Collections.Generic">
<a:KeyValuePairOfstringanyType>
<b:key>Target</b:key>
<b:value i:type="a:Entity">
<a:Attributes>
<a:KeyValuePairOfstringanyType>
<b:key>uor_firstname</b:key>
<b:value i:type="c:string"
xmlns:c="www.w3.org/.../XMLSchema">
<![CDATA[SuganyaSuk]]>
</b:value>
</a:KeyValuePairOfstringanyType>
<a:KeyValuePairOfstringanyType>
<b:key>uor_lastname</b:key>
<b:value i:type="c:string"
xmlns:c="www.w3.org/.../XMLSchema">
<![CDATA[reading]]>
</b:value>
</a:KeyValuePairOfstringanyType>
<a:KeyValuePairOfstringanyType>
<b:key>uor_email</b:key>
<b:value i:type="c:string"
xmlns:c="www.w3.org/.../XMLSchema">
<![CDATA[suganyaonetestread@g.com]]
</b:value>
</a:KeyValuePairOfstringanyType>
<a:KeyValuePairOfstringanyType>
<b:key>uor_preferredintake</b:key>
<b:value i:type="a:OptionSetValue">
<a:Value>183240000</a:Value>
</b:value>
</a:KeyValuePairOfstringanyType>
<a:KeyValuePairOfstringanyType>
<b:key>description</b:key>
<b:value i:type="c:string"
xmlns:c="www.w3.org/.../XMLSchema">
<![CDATA[No content]]>
</b:value>
</a:KeyValuePairOfstringanyType>
<a:KeyValuePairOfstringanyType>
<b:key>uor_levelofstudies</b:key>
<b:value i:type="a:OptionSetValue">
<a:Value>183240003</a:Value>
</b:value>
</a:KeyValuePairOfstringanyType>
<a:KeyValuePairOfstringanyType>
<b:key>customerid</b:key>
<b:value i:type="a:EntityReference">
<a:Id>e3fe4ff2-a630-43cc-a1e8-abcd3a079866</a:Id>
<a:KeyAttributes/>
<a:LogicalName>account</a:LogicalName>
<a:Name i:nil="true" />
<a:RowVersion i:nil="true" />
</b:value>
</a:KeyValuePairOfstringanyType>
</a:Attributes>
<a:EntityState i:nil="true" />
<a:FormattedValues />
<a:LogicalName>incident</a:LogicalName>
<a:RelatedEntities />
</b:value>
</a:KeyValuePairOfstringanyType>
</a:Parameters>
<a:RequestId i:nil="true" />
<a:RequestName>Create</a:RequestName>
</request>
</Execute>
</s:Body>

once send above data. i am getting below response.

<s:Envelope
xmlns:s="www.w3.org/.../soap-envelope"
xmlns:a="www.w3.org/.../addressing"
xmlns:u="docs.oasis-open.org/.../oasis-200401-wss-wssecurity-utility-1.0.xsd">
<s:Header>
<a:Action s:mustUnderstand="1">schemas.microsoft.com/.../ExecuteOrganizationServiceFaultFault&lt;/a:Action>
<a:RelatesTo>urn:uuid:8689a2ae-2e70-4113-9534-eef0881f8334</a:RelatesTo>
<ActivityId CorrelationId="fb28f395-71fd-4950-8a4b-f2c122aa0ab7"
xmlns="schemas.microsoft.com/.../Diagnostics">00000000-0000-0000-0000-000000000000
</ActivityId>
<o:Security s:mustUnderstand="1"
xmlns:o="docs.oasis-open.org/.../oasis-200401-wss-wssecurity-secext-1.0.xsd">
<u:Timestamp u:Id="_0">
<u:Created>2017-12-05T09:18:22.903Z</u:Created>
<u:Expires>2017-12-05T09:23:22.903Z</u:Expires>
</u:Timestamp>
</o:Security>
</s:Header>
<s:Body>
<s:Fault>
<s:Code>
<s:Value>s:Sender</s:Value>
</s:Code>
<s:Reason>
<s:Text xml:lang="en-US">Team owner of selected queue is blank - cannot assign Case to this queue</s:Text>
</s:Reason>
<s:Detail>
<OrganizationServiceFault
xmlns="schemas.microsoft.com/.../Contracts"
xmlns:i="www.w3.org/.../XMLSchema-instance">
<ActivityId>3fb0c5ca-b349-4289-8ae8-f0e31f187251</ActivityId>
<ErrorCode>-2147220891</ErrorCode>
<ErrorDetails
xmlns:b="schemas.datacontract.org/.../System.Collections.Generic">
<KeyValuePairOfstringanyType>
<b:key>OperationStatus</b:key>
<b:value i:type="c:int"
xmlns:c="www.w3.org/.../XMLSchema">0
</b:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<b:key>SubErrorCode</b:key>
<b:value i:type="c:int"
xmlns:c="www.w3.org/.../XMLSchema">-2146233088
</b:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>Team owner of selected queue is blank - cannot assign Case to this queue</Message>
<Timestamp>2017-12-05T09:18:22.9038557Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true"/>
<InnerFault>
<ActivityId>3fb0c5ca-b349-4289-8ae8-f0e31f187251</ActivityId>
<ErrorCode>-2147220891</ErrorCode>
<ErrorDetails
xmlns:b="schemas.datacontract.org/.../System.Collections.Generic">
<KeyValuePairOfstringanyType>
<b:key>OperationStatus</b:key>
<b:value i:type="c:int"
xmlns:c="www.w3.org/.../XMLSchema">0
</b:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<b:key>SubErrorCode</b:key>
<b:value i:type="c:int"
xmlns:c="www.w3.org/.../XMLSchema">-2146233088
</b:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>Team owner of selected queue is blank - cannot assign Case to this queue</Message>
<Timestamp>2017-12-05T09:18:22.9038557Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true"/>
<InnerFault>
<ActivityId>3fb0c5ca-b349-4289-8ae8-f0e31f187251</ActivityId>
<ErrorCode>-2147220891</ErrorCode>
<ErrorDetails
xmlns:b="schemas.datacontract.org/.../System.Collections.Generic">
<KeyValuePairOfstringanyType>
<b:key>OperationStatus</b:key>
<b:value i:type="c:int"
xmlns:c="www.w3.org/.../XMLSchema">0
</b:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<b:key>SubErrorCode</b:key>
<b:value i:type="c:int"
xmlns:c="www.w3.org/.../XMLSchema">-2146233088
</b:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>Team owner of selected queue is blank - cannot assign Case to this queue</Message>
<Timestamp>2017-12-05T09:18:22.9038557Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true"/>
<InnerFault>
<ActivityId>3fb0c5ca-b349-4289-8ae8-f0e31f187251</ActivityId>
<ErrorCode>-2147220891</ErrorCode>
<ErrorDetails
xmlns:b="schemas.datacontract.org/.../System.Collections.Generic">
<KeyValuePairOfstringanyType>
<b:key>OperationStatus</b:key>
<b:value i:type="c:int"
xmlns:c="www.w3.org/.../XMLSchema">0
</b:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<b:key>SubErrorCode</b:key>
<b:value i:type="c:int"
xmlns:c="www.w3.org/.../XMLSchema">-2146233088
</b:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>Team owner of selected queue is blank - cannot assign Case to this queue</Message>
<Timestamp>2017-12-05T09:18:22.9038557Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true"/>
<InnerFault i:nil="true"/>
<OriginalException i:nil="true"/>
<TraceText i:nil="true"/>
</InnerFault>
<OriginalException i:nil="true"/>
<TraceText i:nil="true"/>
</InnerFault>
<OriginalException i:nil="true"/>
<TraceText i:nil="true"/>
</InnerFault>
<OriginalException i:nil="true"/>
<TraceText>&#xD;
[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.QueueItemRoutePostOperationPlugin]&#xD;
[cba57035-547a-4c2a-add4-24eb76b14fd7: QueueItemRoutePostOperationPlugin]&#xD;
Sync workflow 'QUEUE ITEM: Create - Assign Case to Team Owner of Queue' terminated with error 'Team owner of selected queue is blank - cannot assign Case to this queue'&#xD;
&#xD;
[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin]&#xD;
[bd8afc70-11d5-e711-8111-5065f38a69b1: ]&#xD;
Sync workflow 'QUEUE ITEM: Create - Assign Case to Team Owner of Queue' terminated with error 'Team owner of selected queue is blank - cannot assign Case to this queue'&#xD;
</TraceText>
</OrganizationServiceFault>
</s:Detail>
</s:Fault>
</s:Body>
</s:Envelope>

Can you please help me to resolve this problem?

 

how to give survey link in email template in MSCRM

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Hi ,

I have a survey created in crm and i want to provide a link in the email template . please provide suggestions.

Serialize to JSON dynamic object in Plugin

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I'm using a plugin to send CRM entities to an external API. 

The thing is that I have a custom configuration entity that lists the entity fields that have to be sent through the plugin. So there is no strong typed entity model object that I can parse to JSON and send it. 

That's why I need to use dynamic (ExpandoObject) object to set dynamically the object attributes. Till this step it's fine. But how can I parse a dynamic object to JSON ?

I cannot add JSON.NET assembly reference to the plugin. 

Thanks in advance !

Disable column headers on subgrid displayed on an Entity Form - MS Portals

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Is there a way to hide the sortable column headers on a subgrid displayed on an Entity Form? I have a view that I am then displaying as a subgrid on a form. The form is then being used on an Entity Form. There is no need for the portal user to see the sorting hyperlinks at the top of the grid, and for this purpose (because there will only be one or two rows) it could end up being confusing to them. Any way to disable the sorting? 

Microsoft Dynamics CRM 2016 can´t show table only for older opportunities (creted before 10/23/2017)

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We have a small development for when offers are created, you are here with some information within the Opportunity form

This evolutionary is made from a Quick View with the relation:

 - Search field: reference offer

- Related entity: Offer

- Quick view Form: last offer of the product (the fields that have interested us have been added)

 

This development was implemented on 23.10.2017 and it is working from the date, but only on the new offers as of the date, in the old ones it is not working at all)

 

It has been revised at the database level and the information exists and is correct , but the form is not shown

 

The adjustment of the specific evolutionary filter criteria created in

Product Breakout of the last offer box (Quick View Form: Product breakout last offer)

Why is it just showing up? Information from the date of development and not from all offers?

That is, offers before 10.23.2017 At the database level, they do exist and are active.

 

Thank you very much

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