Hi,
We have some departments and want to create cases for those based on submitted email id. Like if cased is summited by email xxx@company.com, case should be created CRM and it should go in queue xxx and only xxx departmental members can see it. If cases is summited from yyy@company.com case should be create and moved to yyy queue which only seen by yyy department members.
Please help me if any one does same before.
Thanks,
Sandeep
Hello!.
Please your kind help with the following issue:
Even though the Case is in State: Resolved, the SLA is shown as: "Nearing Non Compliance", and the timer keeps running. This is NOT daily, but happens every week in "some" cases. The SLA is "succeded" when the Case is "Resolved", so the correct state shoud be "Succeded".
The Company uses: Dynamics CRM. 2016.
Thanks in advanced.
Hello All Experts,
What will it cause if i want to take full backup of prod to the test instance.
one point i know that this will impact previous data to be removed from test instance.
anything else will happen to this?
Hello All Experts,
How to handle the above scenario?
i want to the field to be read only to the user on business process flow and the value needs to be changed only when the form loads and when user clicks on Next Stage or Previous Stage button.
Hello All Experts,
Can anyone provide me the details about offline solution of crm having version 8.2 etc.
Dear Communities,
We've optionset field in business process stage and it contains more than 10 values.
Here we need to set scroll bar in optionset or need to increase business process flow height.
Thanks & Regards,
Dan
Hello there,
I have a task that requires to get the CRM Data Entity data specifically for KnowledgeArticle, Accounts, Contacts, Surveys, and SurveyResponses entities.
Can you please advise if what's the best (Free of charge) way/tool to extract CRM data and load it to MsSQL server? My task is to load the data every 15mins.
So far what I have tried are:
1. DynamicsCRUDOperation - This is the console application that uses your Credentials in "C:\Users\username\AppData\Roaming\CrmServer\Credentials.xml". The issue I encountered here is that my other 3rd party program, VisualCron, runs as SYSTEM. That means the console app won't be able to use my credentials.xml
2. SSIS using KingswaySoft - Was able to create an SSIS package and it's perfectly working. The only issue here is I just found out that it needs a license once you deployed it on my SSIS server.
Thank you so much in advance,
Rome
We acquired part of a company and are trying to move the datacenter applications to our data center.
As part of it, We will be moving CRM data to our data center. Looking for a guide / book on how to get this done best.
Something which gives things like this.
1. Get SQL Server installed on new server
2. Get back up data from old SQL server
3. Restore the backup
4. Get Dynamics CRM 2011 installed and point to the SQL server instance
Something which gives correct sequence of steps and any gotchas..
Prior to this, I have no experience with this product. Thank you in advance for any help.
Hi everyone,
Firstly, I apologize for my inadequate English. I get such an error while trying to send a contacta mail to crm 2013:
I'm sure the contact's email addresses is right and email permission allowed are correct.
(My CRM's language is turkish) İzin Verdi= Allow
What should I check, thanks in advance for your support.
Hi everyone,
Firstly, I apologize for my inadequate English. I get such an error while trying to send a contact mail to in crm 2013.
I'm sure the contact's email addresses is right and email permission allowed.
(My CRM's language is turkish) İzin Verdi= Allow
What should I check, thanks in advance for your support.
Anyone know what to do with this error when attempting to start profiling a custom workflow?
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=]]: Unable to load plug-in assembly.
Detail: <OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts" xmlns:i="www.w3.org/.../XMLSchema-instance">
<ActivityId>34bce4af-c0b3-4bf6-b57c-425cefa67f55</ActivityId>
<ErrorCode>-2147204719</ErrorCode>
<ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic">
<KeyValuePairOfstringanyType>
<a:key>ApiExceptionSourceKey</a:key>
<a:value i:type="b:string" xmlns:b="www.w3.org/.../XMLSchema">Plugin/Microsoft.Crm.ObjectModel.PluginAssemblyService</a:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<a:key>ApiOriginalExceptionKey</a:key>
<a:value i:type="b:string" xmlns:b="www.w3.org/.../XMLSchema">Microsoft.Crm.CrmException: Unable to load plug-in assembly. ---> Microsoft.Crm.CrmException: Unable to load plug-in assembly.
at Microsoft.Crm.ObjectModel.PluginAssemblyServiceInternal`1.LoadCrmPluginAssemblyMetadata(IBusinessEntity pluginAssembly, ExecutionContext context, Boolean loadAllMetadata)
at Microsoft.Crm.ObjectModel.PluginAssemblyServiceInternal`1.RetrieveAssemblyMetadata(IBusinessEntity pluginAssembly, ExecutionContext context, Boolean retrieveFromExisting, Boolean forSystemAssembly)
at Microsoft.Crm.ObjectModel.PluginAssemblyServiceInternal`1.ValidateOperation(String operationName, IBusinessEntity entity, ExecutionContext context)
at Microsoft.Crm.ObjectModel.SdkEntityServiceBase.CreateInternal(IBusinessEntity entity, ExecutionContext context, Boolean verifyAction)
--- End of inner exception stack trace ---
at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)
at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context)
at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass1_1.<Execute>b__0()</a:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<a:key>ApiStepKey</a:key>
<a:value i:type="b:guid" xmlns:b="schemas.microsoft.com/.../Serialization">3ecabb1b-ea3e-db11-86a7-000a3a5473e8</a:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<a:key>ApiDepthKey</a:key>
<a:value i:type="b:int" xmlns:b="www.w3.org/.../XMLSchema">1</a:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<a:key>ApiActivityIdKey</a:key>
<a:value i:type="b:guid" xmlns:b="schemas.microsoft.com/.../Serialization">34bce4af-c0b3-4bf6-b57c-425cefa67f55</a:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<a:key>ApiPluginSolutionNameKey</a:key>
<a:value i:type="b:string" xmlns:b="www.w3.org/.../XMLSchema">System</a:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<a:key>ApiStepSolutionNameKey</a:key>
<a:value i:type="b:string" xmlns:b="www.w3.org/.../XMLSchema">System</a:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>Unable to load plug-in assembly.</Message>
<Timestamp>2018-05-03T20:43:01.2114882Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault>
<ActivityId>34bce4af-c0b3-4bf6-b57c-425cefa67f55</ActivityId>
<ErrorCode>-2147204719</ErrorCode>
<ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>Unable to load plug-in assembly.</Message>
<Timestamp>2018-05-03T20:43:01.2114882Z</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" />
</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 PluginProfiler.Library.ProfilerManagementUtility.CreateWorkflowAssembliesAndTypes(CrmServiceClient service, ActivityAssemblyCompilerConfiguration configuration, Dictionary`2 types, OptionSetValue isolationMode, DateTime lastModified, IEnumerable`1 mappedAssemblies)
at PluginProfiler.Library.ProfilerManagementUtility.InstrumentWorkflowSteps(CrmServiceClient service, Guid workflowId, String keyFileName, CustomActivityStep[] workflowSteps)
at PluginProfiler.Library.ProfilerManagementUtility.EnableWorkflow(CrmServiceClient service, String overrideKeyFileName, Guid workflowId, Boolean persistToEntity, String persistenceSessionKey, Boolean includeSecureInformation, Boolean isContextReplay, CustomActivityStep[] workflowSteps)
at Microsoft.Crm.Tools.PluginRegistration.CommonControls.ProfilerSettingsViewModel.btnOk_Click()
Hi,
I have a script working fine in my dev, test & prod. Recently, the script is throwing 500 internal server error(userRequest.status) in dev but working fine in both test & prod environments.
How do I troubleshoot 500 internal server errors? I've built the rest query using REST builder and the same url works fine for test & prod except for dev.
I did add new fields to dev form on which this script is failing.. but those fields have no usage in the script. Other than that the form is same as is as test & prod.
Here is the script that I am having trouble with:
function getUserCountry(userId) {
debugger;
var createdOn=Xrm.Page.getAttribute("createdon").getValue();
if(createdOn!=null)
{
return;
}
var serverUrl = Xrm.Page.context.getClientUrl();
//var ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
var ODataPath = serverUrl + "/api/data/v8.0";
var userRequest = new XMLHttpRequest();
userRequest.open("GET", ODataPath + "/SystemUsersSet(guid'" + userId + "')?$select=new_country", true);
userRequest.setRequestHeader("OData-MaxVersion", "4.0");
userRequest.setRequestHeader("OData-Version", "4.0");
userRequest.setRequestHeader("Accept", "application/json");
userRequest.setRequestHeader("Content-Type", "application/json; charset=utf-8");
userRequest.send();
if (userRequest.status === 200) {
var retrievedUser = JSON.parse(userRequest.responseText).d;
var country = retrievedUser.new_country; // new_country is the lookup field name inside user entity
return country;
}
else {
return "error";
}
}
var owner = Xrm.Page.getAttribute("ownerid").getValue();
if(owner!=null) {
var ownerId = owner[0].id;
var country = getUserCountry(ownerId);
if(country!=null)
{
var countryValue = new Array();
countryValue[0] = new Object();
countryValue[0].id = country.Id;
countryValue[0].name = country.Name;
countryValue[0].entityType = country.LogicalName;
Xrm.Page.getAttribute("new_country").setValue(countryValue);
}
Thanks for any help!
Hello there,
How can I put a link to the items of my Knowledge Article entitylist? I want to somehow get the same behavior of the out of the box "Most popular Articles", "Most recent", and "Top articles"
Thank you,
rome
Hi,
In IE 11 ,CRM reports are displayed but the error then appears whenever we try to close the report window. After some own digging around (using the IE Developer tools pressing F12) it seems that the reports are rendered using the IE5 Model... We tried to switch around the page between the trusted sites and local intranet zone, enabled and disabled the IE popup blocker and tried to add it to the compatibility view list, but nothing working.
I will appreciate any help on this topic.
regards
Piny.
Reports look like below
-------------------------------------
Microsoft Dynamics 365 Error Report Contents
<CrmScriptErrorReport>
<ReportVersion>1.0</ReportVersion>
<ScriptErrorDetails>
<Message>Object doesn't support property or method 'bind'</Message>
<Line>450</Line>
<URL>/_static/_common/scripts/maxsessionmonitor.js?ver=-1944587738</URL>
<PageURL>/crmreports/viewer/viewer.aspx?action=run&context=records&helpID=Referral%20By%20Age.rdl&id=%7be6157f63-78c9-e711-8111-005056946a68%7d&records=%7bB7F274CE-01A7-E711-8110-005056946A68%7d&recordstype=10023</PageURL>
<Function>anonymous(warningInSeconds,signoutInSeconds,lastUpdate){MaxSession.Monitor.prototype.checkSessionTimeout=function(currentDate){clearTimeout(this.timerHandler);this.timerHandler=null;varnextEvent=null;if(typeofcurrentDate=="undefined")currentDate=Date.now(</Function>
<FunctionRaw>function(warningInSeconds,signoutInSeconds,lastUpdate)
{
MaxSession.Monitor.prototype.checkSessionTimeout = function(currentDate)
{
clearTimeout(this.timerHandler);
this.timerHandler = null;
var nextEvent = null;
</FunctionRaw>
<CallStack>
<Function>anonymous(warningInSeconds,signoutInSeconds,lastUpdate){MaxSession.Monitor.prototype.checkSessionTimeout=function(currentDate){clearTimeout(this.timerHandler);this.timerHandler=null;varnextEvent=null;if(typeofcurrentDate=="undefined")currentDate=Date.now();if(this.errorShowDate!==null&¤tDate>=this.errorShowDate)
{this.signoutDialog.showDialog();MaxSession.Helper.notify(MaxSession.KnownKeys.showSignOutKey());this.reminderDialog.hideDialog();MaxSession.Helper.notify(MaxSession.KnownKeys.hideWarningKey())}
elseif(this.warningShowDate===null||currentDate>=this.warningShowDate){if(this.warningShowDate!==null)
{this.reminderDialog.showDialog();MaxSession.Helper.notify(MaxSession.KnownKeys.showWarningKey())}
if(this.errorShowDate!==null)nextEvent=this.errorShowDate-currentDate}elsenextEvent=this.warningShowDate-currentDate;if(nextEvent)this.timerHandler=setTimeout(this.checkSessionTimeout.bind(this),nextEvent)};MaxSession.Monitor.prototype.doSignOut=function()
{console.info("Sessionclosedduetotimeouton",Date.now());varinstance=Mscrm.PageManager.get_instance();instance&&instance.raiseEvent(Mscrm.ScriptEvents.SignOutRequested,null);window.$clearHandlers&&$clearHandlers(window);window.document.documentElement.innerHTML="";window.location.href=window.location.protocol.replace(/\:/g,"")+"://"+window.location.host+"/main.aspx?signout=1"}
;MaxSession.Monitor.prototype.storageEventHandler=function(event)
{if(event.newValue===null||event.newValue===undefined||event.newValue==="")return;if(event.key===MaxSession.KnownKeys.showWarningKey())this.reminderDialog.showDialog();elseif(event.key===MaxSession.KnownKeys.hideWarningKey())this.reminderDialog.hideDialog();elseif(event.key===MaxSession.KnownKeys.showSignOutKey())this.signoutDialog.showDialog();elseif(event.key===MaxSession.KnownKeys.mustSignOutKey())this.doSignOut();elseevent.key===MaxSession.KnownKeys.reloadKey()&&this.reload(JSON.parse(event.newValue))}
;MaxSession.Monitor.prototype.reload=function(options){varenabled=options.enabled,warningInSeconds=options.warning,signoutInSeconds=options.signout,currentDate=options.now,newLastUpdate=options.lastupdate;if(enabled){varmustUpdateTimer=!Unable to render embedded object: File (newLastUpdate&&(this.lastUpdate===null) not found.==null&&this.reminderDialog.hideDialog();this.checkSessionTimeout(currentDate)}}else{clearTimeout(this.timerHandler);this.timerHandler=null}};MaxSession.Helper.addEventListener(window,"storage",this.storageEventHandler.bind(this));this.reminderDialog=newMaxSession.Dialog.Reminder;this.signoutDialog=newMaxSession.Dialog.Signout(this);this.timerHandler=null;this.warningShowDate=null;this.errorShowDate=null;this.lastUpdate=null;varoptions=
{now:Date.now(),enabled:true,warning:warningInSeconds,signout:signoutInSeconds,lastupdate:lastUpdate}
;this.reload(options);if(warningInSeconds!==0)MaxSession.Helper.notify(MaxSession.KnownKeys.reloadKey(),JSON.stringify(options));elseif(signoutInSeconds!==0&&MaxSession.Helper.isMainPage()){this.reminderDialog.showDialog();MaxSession.Helper.notify(MaxSession.KnownKeys.showWarningKey())}}</Function>
</CallStack>
</ScriptErrorDetails>
<ClientInformation>
<BrowserUserAgent>Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 6.1; WOW64; Trident/7.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; .NET CLR 1.1.4322; .NET4.0C; .NET4.0E; InfoPath.3)</BrowserUserAgent>
<BrowserLanguage>en-US</BrowserLanguage>
<SystemLanguage>en-US</SystemLanguage>
<UserLanguage>en-CA</UserLanguage>
<ScreenResolution>1920x1080</ScreenResolution>
<ClientName>Web</ClientName>
<ClienState>Online</ClienState>
<ClientTime>2018-05-02T09:28:37</ClientTime>
</ClientInformation>
<ServerInformation>
<OrgLanguage>1033</OrgLanguage>
<OrgCulture>1033</OrgCulture>
<UserLanguage>1033</UserLanguage>
<UserCulture>1033</UserCulture>
<OrgID>
{F2F45784-67A4-E711-8110-005056946A68}
</OrgID>
<UserID>
{2F10B300-2AB8-E711-8111-005056946A68}
</UserID>
<CRMVersion>8.2.2.112</CRMVersion>
</ServerInformation>
</CrmScriptErrorReport>
As far as I can tell, the OOTB behaviour for an N:N subgrid seems to be to completely ignore what you tell it in terms of default view, whether to turn on the view selector, etc... and just use the Lookup View and have the View Selector on for all views. :-( I found some Javascript (https://www.magnetismsolutions.com/blog/paulnieuwelaar/2016/06/20/filter-n-n-add-existing-lookup-dynamics-crm-2016-turbo-forms) to do a custom filter for an N:N subgrid, but that's not exactly what I want to do. I want to do what the control implies it can do and use an existing view. (I don't want to hardcode the fetch like in the link, because we already have a view set up for it, and if we change the view I don't want to have to change the fetch as well.) I tried the setDefaultView function as a long shot, but it doesn't recognize either the relationship name or the subgrid name for the "control" parameter.
Is there any way to do this?
BTW, if you'd like this to work OOTB (or at least not have a control that pretends to work when it doesn't), I submitted it at the Ideas site here: https://experience.dynamics.com/ideas/idea/?ideaid=a66bcd94-244f-e811-bd6d-0003ff68b41d
Did anyone "Enable Quick Text search for Quick Find" in CRM 365? Any performance issues?
How would you import data through CRM using customized entity "templates for Data Import" that can map between contact and customized entity which has one to many relationship using the data import template so
that the mapping field is populated with contact ID. see screenshot where Degree is customized entity
This data in Customized entity will be displayed in a grid on the Contact Form see screenshot
If this is not possible then what is an alternative method could we use. The import is done on Cloud - Dynamics CRM 365
Well here is the list of topics/technologies for development or customization learning in Microsoft Dynamics CRM. if you think if there are other topics as well please add your topics so that i and other can know what topics to be covered for learning . Thank you in advance.
Can we restrict the access to a specific price list? Lets say we have price list "special discount" and only the sales manager can have access to it.
Guys,
We have integrated yammer with CRM, and also there has been a requirement that when a record is assigned to another user, the newly assigned member should auto follow the record. For this, I have created a workflow to create a record in the OOB Follow entity on assignee change. Now the problem is if the new assignee is not logged into Yammer inside CRM while assigning its throwing error. The error says "The assignee is not logged in to Yammer", is there a way I can check before assigning.