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Customize entity views on Two Options Field not working

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Hi All,

I'm trying to customize the entity view to add icons. However the below link is used on options set values. But I have a two options field (False,True) having values(0,1).

How to get value of two options field instead of option set?
var str = JSON.parse(rowData);
var coldata = str.new_mytruefalse_Value; 

this is not working? default code works fine as it is used on option set fields.

docs.microsoft.com/.../customize-entity-views


is there a way where my emails are not visible to other people in CRM

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Hi All,

is there a way where my emails are not visible to other people? It’s sensitive stuff in there.
is it possible to stop the sync for test@gmail only?

Unified Service Desk client error - No applications are configured for your use

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I've downloaded the latest USD version for CRM and copied the PackageDeployer (v. 3.3.0.929) on our CRM server. Then I ran the setup of the PackageDeployer and choose to install the package Unified Service Desk - New Environment.

I also installed the USD client (Dynamics365-USD-3.3.0.931-amd64.exe) on my laptop and connected to our CRM on-premise organization. 

Now when I want open the USD I get the following error:
APPLICATION_HOST_ERR_NO_CONFIGURED_APPS: No applications are configured for your use.

 

The USD log has the following errors:

Microsoft.Crm.UnifiedServiceDesk.ProcessMonitor Error 2 01/05/2018 14:28:38  Message: Exception 0x33BC0111:
Source : Not Provided
Method : Not Provided
Time : 14:28:38
Date : 01/05/2018
Error : A Task's exception(s) were not observed either by Waiting on the Task or accessing its Exception property. As a result, the unobserved exception was rethrown by the finalizer thread.
Stack Trace : Not Provided
======================================================================================================================
Inner Exception Level 1 :
Source : Not Provided
Method : Not Provided
Time : 14:28:38
Date : 01/05/2018
Error : Response status code does not indicate success: 500 (Internal Server Error).
Stack Trace : Not Provided
======================================================================================================================

Microsoft.Crm.UnifiedServiceDesk.ProcessMonitor Information 8 01/05/2018 14:28:39  Time Elapsed in Monitoring Hung Process :0
Microsoft.Crm.UnifiedServiceDesk.ProcessMonitor Information 8 01/05/2018 14:28:40  Time Elapsed in Monitoring Hung Process :0
Microsoft.Crm.UnifiedServiceDesk.ProcessMonitor Information 8 01/05/2018 14:28:40  Unified Service Desk process terminated with exit code 0 at 05/01/2018 14:28:40. Terminating usdmp.
Microsoft.Crm.UnifiedServiceDesk.ProcessMonitor Error 2 01/05/2018 14:28:40  Message: Exception 0x33BC0120:
Source : mscorlib
Method : WinIOError
Time : 14:28:40
Date : 01/05/2018
Error : Could not find a part of the path 'C:\Users\breedveld\AppData\Local\Microsoft\UnifiedServiceDesk\USDProcessInformation.dat'.
Stack Trace : at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath)
   at System.IO.FileStream.Init(String path, FileMode mode, FileAccess access, Int32 rights, Boolean useRights, FileShare share, Int32 bufferSize, FileOptions options, SECURITY_ATTRIBUTES secAttrs, String msgPath, Boolean bFromProxy, Boolean useLongPath, Boolean checkHost)
   at System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share, Int32 bufferSize, FileOptions options, String msgPath, Boolean bFromProxy, Boolean useLongPath, Boolean checkHost)
   at System.IO.StreamWriter.CreateFile(String path, Boolean append, Boolean checkHost)
   at System.IO.StreamWriter..ctor(String path, Boolean append, Encoding encoding, Int32 bufferSize, Boolean checkHost)
   at System.IO.StreamWriter..ctor(String path, Boolean append, Encoding encoding)
   at System.IO.File.WriteAllLines(String path, IEnumerable`1 contents)
   at Microsoft.Crm.UnifiedServiceDesk.ProcessMonitor.Program.OnUsdProcessExit(Object sender, EventArgs e)
======================================================================================================================

Microsoft.Crm.UnifiedServiceDesk.Diagnostics Information 8 01/05/2018 14:28:40  Stopping Diagnostic tool
Microsoft.Crm.UnifiedServiceDesk.Diagnostics Information 8 01/05/2018 14:28:40  Stopped Diagnostic tool
Microsoft.Crm.UnifiedServiceDesk.ProcessMonitor Information 8 01/05/2018 14:28:40  Monitoring Process terminated with exit code 0 .
Microsoft.Crm.UnifiedServiceDesk.ProcessMonitor Information 8 01/05/2018 14:28:40  Monitoring Process terminated with exit code 1 .
Microsoft.Crm.UnifiedServiceDesk.ProcessMonitor Error 2 01/05/2018 14:28:40  Exception 0x33BC0116:Unknown exception occurred in the namedpipeserver object.

Inbound via email ... auto create Lead?

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Is there a way to have an inbound email sent to a specific address in Exchange auto create a Lead?

Survey Dashboards: Loading and Spinning

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Our survey dashboards have suddenly started to not load.

All that happens is that the page loads we see spinning Loading icons.

Is anyone else seeing this or have any ideas as to cause?

Thanks,

Donal

Download notes attachment in Mobile View

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Hi all,

I am new to CRM and I want to know is there any possibility that we can download notes attachment from mobile view? Currently it is showing only the name of the attachment without any hyperlink or viewing option. I am using Microsoft Dynamics CRM 2016 on-premises.

Lead Assignment though C# Plugin, while creating it.

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Hello All, 

I had written a plugin code to assign leads to different users based on some conditions.

Registed at

message: create

event: Post Operation

Code is working fine till 
=> service.Update(entity);

but it is not making me to save the record/failed to create record through import or any

and throwing an error like:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Generic SQL error.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>d2d4310b-a254-4a90-a74c-efb68c00b40d</ActivityId>
<ErrorCode>-2147204784</ErrorCode>

please help me to solve this asap.

Xrm.Page.getAttribute(“”).getValue() not retaining the new line characters.

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Ex: In Case entity, description field has the below text

“This is Sample Text.

Please ignore.”

 

When try to read the value using getValue() (Xrm.Page.getAttribute(“description”).getValue()), which is retunring “This is Sample Text.Please ignore.”


How to create CRM service in ASP.Net Web API

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Hi,

I am working on ASP.Net Web API and need to create CRM service to fetch data from CRM.

As I am using Web API class library how to configure CRM URL, Username and Pwd?

Please let me know what will be the approach to achieve this.

Thanks,

Yadav

Dashboard View Selector Missing Views

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Good day.  We are using CRM 2016 On-Premise (8.2.1.342).  We are in the process of creating a dashboard to show views related to a custom "Approval" entity we created.

Some of the views related to that new entity were complex enough where we had to create them by editing the customizations.xml file related to the exported solution (and then import the modified solution).  Although these customized views function just fine, they are not visible in the "View Selector" list within the list editor:

This http://dynamicscrmcoe.com/custom-savedquery-view-in-dashboards-or-charts/ link and  https://stackoverflow.com/questions/46327187/cant-select-view-in-dashboard link discuss this a bit.  While close, their workaround does not apply to this situation.  They suggested making the customized view the "Default Public View".  By doing this, it would allow the customized view to display in this "View Selector" list.  This does work, but unfortunately, it only works if you are only dealing with one customized view.  We have several customized views, and they want them all to be available from the dashboard.

We can accomplish this goal by editing the Dashboard related XML, but this is slow, cumbersome, and mistake-prone.  Plus, we have multiple dashboards -- with the need for these specially customized views to be available in each.   Still, this may be the route we will need to go, but before going down this road, I wanted to throw it out to the CRM community.

Any thoughts on how we can have these customized views show up in the Dashboard "View Selector" list?

Thanks,

Kevin

Disable Notifications

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Hello All,

Does anyone know how yo get rid of notifications on the top of navigation bar? i want to disable them permanently.

Custom CodeActivity - update a quotedetail line with quote information

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I am trying to achieve the following;

A user updates a specific Product line in a quote, after this has been done a second Product line (if it exists) should be updated with some values. 

To achieve this I have created a Workflow in my Dynamics environment; the workflow targets the quotedetail entity and gets triggered when the quantity of an existing product changes and the product is a product A. 

If the above condition is true then my custom workflow/CodeActivity (created in C#) gets activated. 

My idea was to retrieve the ID of the quote in which the quotedetail is being changed and then retrieve all the related quotedetail records and update the right one. I can't retrieve the ID of the quotedetail itself because the record being changed in the quotedetail is not the record which needs to be updated in code. 

To achieve the above I have set it up as follows:

[Input("QuoteID")]
[ReferenceTarget("quote")]

public InArgument<EntityReference> SourceQuoteID { get; set; }

protected override void Execute(CodeActivityContext executionContext)
{
//Create the context
            IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
            IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

Entity regQuote = service.Retrieve("quote", context.PrimaryEntityId, new ColumnSet(new string[] { "name", "ownerid" }));
            string quoteName = (string)regQuote.Attributes["name"];

}


If I am not mistaken, a quotedetail is linked with a quote based on the name of the quote (not sure)? Though the field name in quotedetail is called quoteid, while the value of it is a quote name, which is a bit confusing since you would assume it targets the quoteid of the quote entity and not it's name.

When above code is executed I get the following error; 

quote With Id = 67ea974c-6449-e811-a831-000d3ab4b197 Does Not Exist


I suspect that the (input) value, in the workflow of dynamics (my custom workflow) is wrong. It retrieves / uses the quote of the quotedetail record as input of my custom codeactivity;

Property name: QuoteID 

Data type: lookup

Required: Optional

Value:{Quote(Quotedetail)} 

The above uses quotedetail as the entity (as mentioned earlier). 

The question is, how can I retrieve the right ID which connects the quote to the linked quotedetail records using the quotedetail as target entity in my Dynamics workflow, and which field is that in the quote entity?

Dynamics 365 v9 Upgrade Issue: Opportunity "Close as Won" button does not work (does nothing)

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After upgrading from version 8.2 to v( (currently 9.0.2.54) - we've noticed a few problems with our system:

On the Opportunity form, when we open the form, we get an error: "This site says...

There was an error with this field's customized event.

Field:window

Event:onload

Error:'AppCommon' is not defined

if you just go ahead and click OK, then you try to close the opportunity as a win, nothing happens -- the "Close as Won" button does not work.

This is in the Edge browser.

Calculated Fields

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Hi,

I have created a calculated field which seems to be locked on the form. Is there a way that I can unlock it?

I looked everywhere but I am not sure where to unlock it. I thought of business rule to unlock it but I realized that is not possible either.

My requirement is to calculate the duration of two date time fields but also let the users modify the calculated field if required in rare occassions.

Please let me know if I am doing something dumb or have any suggestions for me. Thanks for any help!

Reporting in Interactive Service Hub

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Besides dashboards, is there a reporting or advanced find -style of querying and reporting solution available in Interactive Service Hub?  


Write to windows event log from CRM custom workflow

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Windows 2016 Server

CRM 2016

I have spent the last few days banging my head against a brick wall. 

I have a custom entity (new_transactionsets) which when a record is added it will fire off a workflow. All that is currently in the workflow is to write an event to the window's log.

Try as I may, I keep getting the same error. 

Code :

       If Not EventLog.SourceExists("MySource") Then
            ' Create the source, if it does not already exist.
            ' An event log source should not be created and immediately used.
            ' There is a latency time to enable the source, it should be created
            ' prior to executing the application that uses the source.
            ' Execute this sample a second time to use the new source.
            EventLog.CreateEventSource("MySource", logName:="CRM2018")
        End If

        ' Create an EventLog instance and assign its source.
        Dim myLog As New EventLog()
        myLog.Source = "MySource"

        ' Write an informational entry to the event log.    
        myLog.WriteEntry("Writing to event log.")


This code was taken from an example

I keep getting the following error

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The source was not found, but some or all event logs could not be searched.  Inaccessible logs: Security.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
  <ActivityId>3215add6-4a00-44f1-993c-67e582dfc828</ActivityId>
  <ErrorCode>-2147220891</ErrorCode>
  <ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic">
    <KeyValuePairOfstringanyType>
      <d2p1:key>OperationStatus</d2p1:key>
      <d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">0</d2p1:value>
    </KeyValuePairOfstringanyType>
    <KeyValuePairOfstringanyType>
      <d2p1:key>SubErrorCode</d2p1:key>
      <d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">-2146233088</d2p1:value>
    </KeyValuePairOfstringanyType>
  </ErrorDetails>
  <Message>The source was not found, but some or all event logs could not be searched.  Inaccessible logs: Security.</Message>
  <Timestamp>2018-05-01T15:36:22.6907092Z</Timestamp>
  <ExceptionRetriable>false</ExceptionRetriable>
  <ExceptionSource i:nil="true" />
  <InnerFault i:nil="true" />
  <OriginalException i:nil="true" />
  <TraceText>

[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin]
[4763eb62-b748-e811-8424-00155d01e101: ]
Sync workflow 'TransactionSets - Import Transactions' terminated with error 'The source was not found, but some or all event logs could not be searched.  Inaccessible logs: Security.'

</TraceText>
</OrganizationServiceFault>

I have given network service full permission on the event log but still no joy .... 

Crm 2016 on premise : Error deleting Audit logs partition

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Hi

I am using DeleteAuditDataRequest to delete audit log partitions. 

and I receive following Fault exception. Failed to delete audit data from one or more of the specified partitions

Event viewer gives following details: Failed to drop Partition on AuditBase. Exception message ALTER TABLE SWITCH statement failed. Source and target partitions have different values for the DATA_COMPRESSION option.

Also tried using UI to delete the audit partition. but got same error.

Appreciate your help on this.

Migration Assistance 2015 to 2016 to 365

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Good Day to everyone.  I'm looking for some instructions or assistance on a migration project.  We are upgrading from 2015 On-Prem to 2016 On-Prem to D365 Online.  Can anyone share info on how to perform these tasks?

Javascript to add value of different fields based on a condition

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Hello All,

As you can see below screenshot, I am having a custom entity with Status fields (5 of them) and CPDU fields (5 of them) next to it with different values. I want to update the other CPDU field (marked in red) which will be sum of all CPDU fields below, but only if the Status field next to has value "Attended". Can someone help with the Javascript?

Thanks,

Praveen.

Trying to build a custom view for Sales Team that combines data from Opportuntiities and Quote Records

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I am trying to customize a Quote System View, however I need the Opportunity Name to be a hyperlink so we can have quick access to the Notes associated with the Opportunity. I have tried to add the column (NOTES) into my view, but it doesn't populate with any data.
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