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Business process flow unified interface - pin stage (in fly-out)

May 2, 2018, 1:22 am
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Hi all,

I hope someone can assist me with this.

This client uses the unified interface, which has a somewhat different presentation of the business process flow.

Basically the client requirement is as follows:

"When there is an active business process flow on a record I want to have the stage pinned automatically to the right side of the screen"

As a graphical example:

What they mean with it that automatically above red marked area pops out when they open a record. I cannot find any OOTB way to do this.

Anyone got any clue as to how to do this? Is there a setting secretly hidden somewhere? And if not, anyone can think of a JS way to achieve this?

Your help would be greatly appreciated!

Regards,

Joseph

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Account Hierarchy - Unified Interface

May 2, 2018, 2:02 am
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Hi all,

I am trying to get the Hierarchy Diagram for Accounts to work in the Unified Interface:

I tried to edit/delete the display rules with the help of Scott Durows RibbonWorkBench but did not manage to get it to work.

Anyone has some ideas on how I can try to achieve this?

Thanks in advance!

Regards,

Joseph

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Is it possible to add the option "Close as Lost" or "Close as Won" available in Opportunities to a custom entity?

May 2, 2018, 2:10 am
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Pretty much everything is in the title.

If you know how to do, please tell me!

Thank You.

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Email activities should be created but not visible to others if sent by me ?

May 2, 2018, 2:58 am
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Hi All,

 Email activities should be created but not visible to others if sent by me(I mean one email )

is it possible ?

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Auto Populate Fields in Case entity based on Lookup from Account entity

May 2, 2018, 3:41 am
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Hi experts,

I have a bunch of True/False fields in the account record:

I also have replicated the same fields in the case record:

I have a account lookup field in case record called customerid. Now when I load the case form, I would like to auto populate the values of these field from account to case. 

I tried field mapping, but that only works on create of record and doesn't update when values change. So, I used the following script to auto populate but it only works, if the fields are marked as True and doesn't work when they are False.

function getValues()
{
var contactId;
var res;
var lookupItem = Xrm.Page.getAttribute("customerid").getValue(); 
if (lookupItem != null)
{
contactId = lookupItem[0].id;

// Added new line
res = contactId.replace("{", "").replace("}", "");
}
else
{
return;
}
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/accounts("+res+")?$select=new_redflag,new_dns", false); 
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() 
{
if (this.readyState === 4) 
{
req.onreadystatechange = null;
if (this.status === 200) 
{
var result = JSON.parse(this.response);
var redflag = result["new_redflag"]; 
var dns = result["new_dns"];

if(redflag)
{
Xrm.Page.getAttribute("new_redflag").setValue(redflag);
}
if(dns)
{
Xrm.Page.getAttribute("new_dns").setValue(dns); 
}
} 
else 
{
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(); 
}


How can I change my code for this to work?

Thanks,

Jon

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Split Other Activities

May 2, 2018, 3:49 am
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Hi,

I have made a custom activity which is automatically placed in the ribbon below 'Overige Activiteiten' see screenshot. I would like the 'Vervolgactiviteiten' activity to be on the ribbon instead in 'Overige Activiteiten'

Could you give me advice?

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D365 trail instance: unable to create org service using custom code

May 2, 2018, 4:17 am
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Hi,

I have created a D365 trail instance v(9.0.2.54).  I'm trying to connect to this instance from .net console app through OrganizationServiceProxy. But I'm getting the following error.

"An unhandled exception of type 'System.InvalidOperationException' occurred in Microsoft.Xrm.Sdk.dll

 Additional information: Metadata contains a reference that cannot be resolved: 'https://xxxxx.api.crm8.dynamics.com/XRMServices/2011/Organization.svc?wsdl&sdkversion=9'. "

 The tried with both the urls:

https://xxxxx.api.crm8.dynamics.com/XRMServices/2011/Organization.svc(one taken from developer resources)

https://xxxxx.crm8.dynamics.com/XRMServices/2011/Organization.svc(one we used in earlier versions)

But not working.

Looking for your support to resolve this issue.

Thanks,

Nithya

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Workflow not working on field change

May 2, 2018, 4:22 am
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I have a workflow which should be triggered on the opportunities entity whenever a custom field is changed. I have ticked the 'Record field change' box and selected the custom field. When I go on to a record and amend the custom field referenced in the workflow nothing happens. Why would this be? I have even tried changing the workflow to run when several fields change (including out of the box fields) but still nothing happens. 

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Report on Audit history

May 2, 2018, 4:55 am
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Users keep updating a field called " Number of Services Done" on the account form. So I need to fetch those accounts which have 'This' field modified in the last month. The audit is enabled, I can run the 'MSCRM tool Kit' to get the audit history of a particular field. The challenge is, "I need to have few fields of Account and the old and new values of this field "Number of Services Done" . How do I achieve this? Pleaseee helpp. 

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CRM 365 custom entity and following the record.

May 2, 2018, 5:17 am
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Hello All Experts,

I need to know how can i enable the follow for custom entity just like account and contact record.

it will be helpfull if some one can help me in doing this.

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System Administrator can't see System Dashboards

May 2, 2018, 5:20 am
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Wondering if anyone has seen this before. A user who is a System Administrator can't see all of the System Dashboards. Any idea why that might be? Two other users who also have the System Administrator security roles can see them.

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Dynamics 365 V9 - Process Business Flow - Specific Option Set value as validation?

May 2, 2018, 5:29 am
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Hi everyone,

I was wondering if there were some people who know more about process business flows. So to move from stage A to stage B, an option set needs to be a specific value to pass validation. As far as I understand this isn't possible, and for the time being have decided to use a separate two option when that option set is set to the proper value for the flow. Are there ways to enforce this kind of validation in a process business flow?

Thanks.

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2016 / 365 On-premise Server License

May 2, 2018, 6:13 am
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Hi all,

We have been using a trial key for Dynamics CRM 2016 that has expired so have the 'Your trial period has expired' site message and need to get a server license key for it.
Due to our struggles to obtain a CRM 2016 server key (can you even buy them anymore?) we were told that if we purchased Dynamics 365 on-premise CAL's then they would be backwards compatible with 2016. However we did not get a separate server license.
I have created a new Windows server, installed CRM 2016 and SQL, and upgraded to 365 on-premise but still have Deployment Manager stating that we need 1 server license (as well as a pro CAL but that's another matter).
Is this just an advisory or will we get the same message 90 or so days later?

Any help will be greatly appreciated.

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Visible fields moving when field next to it is hidden

May 2, 2018, 6:39 am
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Hi dear reader,
I've been reading about this particular challenge and so far no solution that serves the requirements of our client. 
In a form I have 4 fields next to eachother:

1234

Fields 2 and 4 can be hidden, depending of the value of 1 and 3. But if I hide 2, this is what's displayed:

134

Surely there must be some kind of javascriptish command to keep the fields where they should be, like:

1  34

Since I've got about 15 of these rows, creating a new section and hide it when appropriate, isn't a solution. Also my client really doesn't want to see the fields to be hidden, so displaying them and locking them won't work either.

Am I fighting windmills here?

Best regards,
Jeroen

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Dynamics365: Get all entity relationship across entire environment

May 2, 2018, 7:26 am
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Hi, experts please help with ideas.

Say I have a development environment DEVTest, and I have 10 Solutions in the environment. Each solution contains entities that could be independent or shared. 

I need to know the relationship among the entities in the entire environment. Especially I want to find out the shared entities. Some use case could be: If I make a change to Entity A, now I know it will affect Entity B, C, and D because A is shared among B, C and D. 

I looked for tools in XRMToolBox, there's an entity relation diagram creator that's helpful. But seems it's only targeted at 1 solution at a time. But instead, I want an entire entity relationship diagram across all solutions in the environment. 

Is there something out of the box that can do it please? Or if anyway has any ideas apart from going through each solution and hand-drawing the entities?

Appreciate any help. Thank you.

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Hide Global Search and Quick create button for ms crm 2015

May 2, 2018, 7:27 am
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Hi ,

i need to hide Global Search ,is there any supported way to do that ?

the same need for (Quick create button)?

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All registered plugin steps are deleted every time the Plugin assembly is updated

May 2, 2018, 7:43 am
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Hello,

I've faced a strange issue during migration of existing functionality from current production version (8.2.2) to the latest one (9.0.2).

I've updated CRM SDK packages references in the plugin project to the latest available version (9.0.2.3). Project is building without any issue.

I've downloaded latest Plugin Registration Tool from NuGet (https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool/9.0.2.3), which is compatible with CRM 9.0.

But, when I'm updating the plugin assembly in CRM all plugin steps dissapear. So it seems, I need to re-create them after each Plugin DLL update.

Does anyone faced the same issue during migration and found some solution for it?

Thanks in advance!

--

Regards,

Anton

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Putting my emails sends on my calendar

May 2, 2018, 7:53 am
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Hi,

I have been sending out emails using Dynamics CRM and would like to know if it is possible to include these emails on my calendar so that i can see when does all my email go out in the calendar. I tried to create new record / Activity on the calendar but was unable to include those emails that have been already sent out.

Please help.

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How to find order product on the behalf of order guid?

May 2, 2018, 8:11 am
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Hi Experts,

How to check ordered product on the behalf of orderId ?

Please give me suggestion.

Thanks in advance!

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new transaction is not allowed because there are other threads running in the session

May 2, 2018, 8:14 am
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Hi, did anyone see this error message before ? "new transaction is not allowed because there are other threads running in the session",  I have custom workflow to handle web api calls and I have locked the resource to generate the id, this could result in this issue, but how should I handle this?

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