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What is a SalesAutomation and SalesforceAutomation

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Hi all,

please tell me anyone above Question

thanks

venkateswarlu.p

Find Knowledge Base articles trough guided assistance

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Currently working with Dynamics 365 + Interactive Service Hub + Employees portal + Unified Service Desk.

We are looking for a solution to guide Call agents trough questions to relevant Knowledge Base articles.

In an ideal situation we would like to place the dialogs/questions on the Employees Portal.

Is there a solution available for this?

how to debug a custom workflow using plugin registration tool?

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Hello guys,

I want to debug my custom workflow but not able to see my workflow step in the plugin tool.

I am attaching screen shot.Please help me

Can't get showProgressIndicator working

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Hello,

I have got an issue with new showProgressIndicator method.

I can get it work if I go in browser console but it's not working in any webressource.

if(Xrm.Page.ui.getFormType()==1)
{
return;
}

Xrm.Utility.showProgressIndicator("Synchro SAP ..");
var actionResponse = activateCustomAction();
Xrm.Utility.closeProgressIndicator();

var alertStrings = { confirmButtonLabel: "OK", text: actionResponse.StatusResponse };
var alertOptions = { };

Xrm.Navigation.openAlertDialog(alertStrings, alertOptions);


Thanks for your help

Partership License and CRM environment

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Hello!

I've got a question about our Microsoft Partnership Licenses and our CRM environment. Right now I got a message from Microsoft about an old Partnership License that I need to extend the license otherwise the account will be disabled "Microsoft Dynamics CRM Online Professional internal use rights". We already got a new license from Microsoft for Dynamics 365 and all the users use our CRM environment true the new license "Dynamics 365 Plan 1 Enterprise Edition".

The only thing I'm worried about is that we created our CRM environment with the old CRM license and I read in the e-mail that Microsoft will disable the account. Can we still use the CRM environment with the new license? With other words, will our CRM environment still be available when the old account will be disabled? 

Thank you for the help!

Adding Exchange Online / O365 E3 instance to my D365 12 month trial

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Hi

I have an extended 12 month trial for D365 which I use for testing/POC/customisations etc..  

I would like to add Exchange Online to my tenant to test the related features.  I know can enroll in 30 day trials (and extend for another month if needed) but these will eventually expire well before 12 months.

Is there a way to add a 12 month O365/Exchange Online trial to my tenant?

Custom workflow activity throwing an error. 400 Bad Request.

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Hello All Experts,

I have a custom workflow activity which creates the subsite in the sharepoint .

the code from visual studio console utility works perfectly but when the same is called from the workflow throwing an error.

what could be the cause that it's not working as expected.


How to Pass Context as a First Parameter to a function,when the function is called from Ribbon Button Click

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Hello All,

      I want to know whether it is possible to pass " Context as a  First Parameter to a function,when the function is called from Ribbon Button Click",?

CRM Product family pricing Structure

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Hello all, 

We have an existing CRM system wherein we have 50+ product groups each having around 10 Product or plans as you can say which in turn again has about 6-7 configurable options 

In dynamics CRM, it'll be something like this I believe.

For Example: Product family: Cloud server

Product : Cloud server plan 1, plan 2 so on 

Product properties: Operating systems, RAM, Bandwidth 

How can we add a pricing to each of these product properties so that when different ones are selected, pricing will automatically change? 

I was able to create a  product family, add products in each and have properties associated for each of the products. But I couldn't find any option to add values to the product properties that will result in automatically price change in the product when selected. 

Any advise/suggestions would be highly appreciated!

Data Refresh - ADX Portal configuration settings

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Hi Guys

Currently, we have ADX portal 7.0xxxxx in both the production and test environments, we would like to do a "data refresh" of the production data over the test environment.

My question is,  what  ( where are the ) configuration settings that would need to be * changed * in the test environment to ensure everything worked ok.  

Presumably, in the ADX portal, the necessary connections or settings would require adjusting to the test servers names etc. Any info would be appreciated.

Regards

Trevor 

Error while opening Report URL...

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Hi Everyone,

I am trying to run a report from java script ,

function OpenOrderReport() {
debugger;
var rdlName = "Complaints Acknowledgement Report.rdl"; //Replace
var reportGuid = "FD140AAF-4DF4-11DD-BD17-0019B9312238"; //Replace
var entityType = "112"; //Replace
var entityGuid = Xrm.Page.data.entity.getId();
var url = Xrm.Page.context.getClientUrl() + "/crmreports/viewer/viewer.aspx?action=run&context=records&helpID=" + rdlName + "&id={" + reportGuid + "}&records=" + entityGuid + "&recordstype=" + entityType;
window.open(url, null, 800, 600, true, false, null);
}

The thing is when i am trying to open crm report URL

 Xrm.Page.context.getClientUrl() + "/crmreports/viewer/viewer.aspx?

It's not opening and i am getting following error

Please Help me  on this....

Apply discounts to whole invoice

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We have some price lists set up, and discounts alongside them. This works (for example) if we have a single line item on the invoice with a qty of 10. It doesn't work if we have 10 items on the invoice with a qty of 1.

Is it possible to get CRM to calculate the discount based on the number of units on the invoice, not on the line?

Filter connection in web service

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Hi.

I have REST web service hosted on IIS. How can I filter connections that come only from Dynamics365 online? I don't want to pass any other but only those requests from D365.

thanks,

JJ

Embbed HTML5/Javascript tool bar in Dynamics 2016/365

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We are trying to use Dynamics 365/2016 CRM online, on premises for agent screen pop solution. We have our softphone developed on .js & .html

We had integrated with salesforce where the softphone get displayed in the same CRM web page iFrame. Is it something possible with Dynamics 365? 

I heard about HTML toolbar in Dynamics how we can embed that so that my CTI softphone HTML/Javascript displayed in CRM and I can call controls with my contact center and also CRM read and write from softphone withnin the CRM?


When a main opportunity is finished when we click on won it should as won and when we reopen opportunity button it should show as Quote sent

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When a main opportunity is finished when we click on won it should as won and when we reopen opportunity button it should show as Quote sent

Plugin in CRM 2016 throwing strange exception

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Hi all,

I have a plugin which is running perfectly on test but on production system it is giving a strange exception.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.BadImageFormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #1C99C823Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>607632be-97ab-4704-961c-7f552681a51e</ActivityId>
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>System.BadImageFormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #1C99C823</Message>
<Timestamp>2017-12-05T14:44:03.5336134Z</Timestamp>
<ExceptionRetriable>true</ExceptionRetriable>
<ExceptionSource>PluginExecution</ExceptionSource>
<InnerFault>
<ActivityId>607632be-97ab-4704-961c-7f552681a51e</ActivityId>
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d3p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>System.BadImageFormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #6482593B</Message>
<Timestamp>2017-12-05T14:44:03.5336134Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText i:nil="true" />
</InnerFault>
<OriginalException>System.BadImageFormatException
at System.Reflection.RuntimeAssembly.nLoadImage(Byte[] rawAssembly, Byte[] rawSymbolStore, Evidence evidence, StackCrawlMark&amp; stackMark, Boolean fIntrospection, SecurityContextSource securityContextSource)
at System.Reflection.Assembly.Load(Byte[] rawAssembly, Byte[] rawSymbolStore, SecurityContextSource securityContextSource)
at Microsoft.Crm.Sandbox.SandboxAppDomainHelper.LoadPluginAssembly(Byte[] assemblyContents, Byte[] assemblySymbols)
at Microsoft.Crm.Sandbox.SandboxAppDomainHelper.LoadPluginAssembly(Byte[] assemblyContents, Byte[] assemblySymbols)
at Microsoft.Crm.Sandbox.SandboxAppDomain.LoadPluginAssembly(Guid pluginAssemblyId, Int32 pluginAssemblyHashCode, String assemblyName, Guid trackingId, Int32 depth, Boolean useDrawbridgeEnabled)
at Microsoft.Crm.Sandbox.SandboxWorker.ValidateAndGetAppDomainHelper(SandboxCallInfo callInfo, SandboxExecutionContext requestContext, Guid pluginAssemblyId, Int32 sourceHash, String assemblyName, String pluginTypeName, SandboxTracker tracker, SandboxRequestCounter&amp; workerCounter)
at Microsoft.Crm.Sandbox.SandboxWorker.Execute(SandboxCallInfo callInfo, SandboxPluginExecutionContext requestContext, Guid pluginAssemblyId, Int32 sourceHash, String assemblyName, Guid pluginTypeId, String pluginTypeName, String pluginConfiguration, String pluginSecureConfig, SandboxRequestCounter&amp; workerCounter, Boolean returnTraceInfo)</OriginalException>
<TraceText i:nil="true" />
</OrganizationServiceFault>

Server stack trace:
at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)
at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)
at System.ServiceModel.Channels.ServiceChannelProxy.InvokeService(IMethodCallMessage methodCall, ProxyOperationRuntime operation)
at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(IMessage message)

Exception rethrown at [0]:
at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg)
at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type)
at Microsoft.Crm.Sandbox.ISandboxHost.ExecuteAndReturnTraceInfo(SandboxCallInfo callInfo, SandboxPluginExecutionContext requestContext, Guid pluginAssemblyId, Int32 sourceHash, String assemblyName, Guid pluginTypeId, String pluginTypeName, String pluginConfiguration, String pluginSecureConfig, String assemblyContents, Boolean returnTraceInfo)
at Microsoft.Crm.Sandbox.SandboxPlugin.Execute(SandboxClient client, SandboxCallTracker callTracker, IExecutionContext requestContext, String assemblyContents, Boolean returnTraceInfo)
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)

Add preview for mobile

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Hi,

how can i add preview for mobile client as below

actually, i have only a preview for desktop.

Regards.

Looking for Processes Entity

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I am pretty new to Dynamics so please forgive me for dumb questions.

I am looking to get rid of the "Process Bar" on our Accounts page. I understand that this can be done through the Processes entity but I can't locate the entity.

It was under my Settings, however, it is no longer there. I went to Customizations to try and add it under my Settings but it will not allow me to check any boxes. Please Help!!!!

Thanks

Not showing Records for Team

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Hi Everyone,

I have a created a team ,with BU as A and added B as Team member.But when im trying to find A's Record in B or B's Record in A,Im not able to Found.Not sure why it is not showing .Both are in Same position,Is  that the reason or I have to do Anything with Business unit? Thanks

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