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How do you initiate the close Opportunity dialogue with JavaScript, from a view?

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Hi all,

I have created a custom button on a view using ribbon workbench. The button displays a custom web resource and takes user input before updating a field. 

Once this is complete, I would like to open the standard Opportunity close as won dialogue box. I can achieve this using the below code whilst I am in the Opportunity form.

Mscrm.OpportunityCommandActions.opportunityClose(1);

This won't work from a view though... I've tried copying the method from the existing button and passing the same parameters but nothing happens. Has anyone else done this before?

function showAlert(crmParam, itemRef , boolParam , selControl) { Mscrm.OpportunityGridCommandActions.opportunityClose(itemRef , boolParam , selControl); }


My button:

Standard out of box button:


Thanks in advance


Sales Order to Field Services Work Order

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Hello all! I am looking at field services and trying to figure out just how exactly I can integrate a Sales Order with a Work Order.

1. Lets say a sales person sells service a, service b and service c. I now want to send my technician out to install the services. I don't see a way to create a work order from the sales order and move the products from the sales order to the work order so the technician knows what service the customer needs installed?

2. Additionally the tech will need to order the parts for the work order which are not part of the same price list as the products/services just sold.

3. Finally if the tech needs to do additional work not on the sales order it looks like he is locked i to the price list that he pulled the parts under.

4. When work order is complete how do I get all the billables to billing so they can bill it?

How to insert hyperlinks within the VOC survey questions?

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Hello CRM Experts,

I wonder is there any way to insert hyperlinks within the questions page of Survey Designer form while designing a crm survey using VOC?

I would like the customer to click on the link to open my portal website when they answer yes to particular which I have designed, I have applied branching logic to do so, but when they click on that link its not doing anything(hyperlink is not working). 

I have used following tags but no luck so far 

<hyperlink><name>Link</name><value>www.google.com</value></hyperlink> 
<iframe src="www.google.com" </iframe>  
<a href="www.google.com">link</a>

any ideas would be highly appreciated!

Issue with powershell script

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Hi,  I'm working my way through these powershell scripts...seems like each one errors out on me and I have to figure it out.  Anyway I'm running this script:

$CertificateScriptWithCommand = “.\CertificateReconfiguration.ps1 -certificateFile c:\Personalcertfile.pfx -password personal_certfile_password -updateCrm -certificateType S2STokenIssuer -serviceAccount contoso\administrator -storeFindType FindBySubjectDistinguishedName”

Invoke-Expression -command $CertificateScriptWithCommand

Obviously I put in my information for the login, certification location and pwd. My latest error is this:

Read Permission to Access Certificate Private Key is not granted. Please check if Service Account exists.

I've already made sure the account I'm using does have permissions on the certificate key but I still have the issue. Ideas?

Is it possible to install CRM2016 two times in same server

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Hey Guys,

We have a scenario where we have DEV environment ready in a standalone machine and customer ask me to install one more CRM in same DEV machine. Is it possible to install two CRM's in same server?

He doesnt want to go with different organizations structure. They would like to have two CRM's in same machine.

Please provide pointers on this.

Dynamics 365 CRM Portal field validation

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I am using the code below to add and validation to fields on a create form depending on certain criteria, it works perfectly when only adding or removing the validation to a single field, but if I try doing it for two or more fields then it doesn't work, any ideas?

//eg. addValidator("customerid", "Customer")
function addValidator(fieldName, fieldLabel) {


if (typeof (Page_Validators) == 'undefined') return;
// Create new validator
$("#" + fieldName + "_label").parent().addClass("required");

var newValidator = document.createElement('span');
newValidator.style.display = "none";
newValidator.id = "RequiredFieldValidator" + fieldName;
//newValidator.controltovalidate = "casetypecode";
newValidator.controltovalidate = fieldName;
newValidator.errormessage = "<a href='#" + fieldName + "_label'>" + fieldLabel + " is a mandatory field.</a>";
newValidator.validationGroup = "";
newValidator.initialvalue = "";
newValidator.evaluationfunction = function () {
var value = $("#" + fieldName).val();
if (value == null || value == "") {
return false;
} else {
return true;
}
};

// Add the new validator to the page validators array:
Page_Validators.push(newValidator);

// Wire-up the click event handler of the validation summary link
$("a[href='#" + fieldName + "_label']").on("click", function () { scrollToAndFocus(fieldName + '_label', fieldName); });
}

//eg. removeValidator("customerid")
function removeValidator(fieldName) {
$.each(Page_Validators, function (index, validator) {
if (validator.id == "RequiredFieldValidator" + fieldName) {
Page_Validators.splice(index, 1);
}
});

$("#" + fieldName + "_label").parent().removeClass("required");
}

setup adfs ifd failed

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Hi All,

I got failed when setup IFD to my test environment, I use adfs, ms crm, and sql in one box (single server).

after setup claim based and IFD in deployment manager everything is succeeded but when trying access the crm I got error from adfs login page like on below screenshot:

and here is also log error from event viewer "

Encountered error during federation passive request.

Additional Data

Protocol Name: 
wsfed

Relying Party:

Exception details: 
Microsoft.IdentityServer.Web.CookieManagers.InvalidContextException: MSIS7001: The passive protocol context was not found or not valid. If the context was stored in cookies, the cookies that were presented by the client were not valid. Ensure that the client browser is configured to accept cookies from this website and retry this request.
at Microsoft.IdentityServer.Web.Protocols.GenericProtocolRequest.ParseEncodedRequestParts(String[] encodedRequestParts)
at Microsoft.IdentityServer.Web.Protocols.GenericProtocolRequest..ctor(String encodedGenericRequest)
at Microsoft.IdentityServer.Web.Protocols.WSFederation.WSFederationProtocolHandler.GetOriginalRequestFromResponse(ProtocolContext context)
at Microsoft.IdentityServer.Web.PassiveProtocolListener.ProcessProtocolRequest(ProtocolContext protocolContext, PassiveProtocolHandler protocolHandler)
at Microsoft.IdentityServer.Web.PassiveProtocolListener.OnGetContext(WrappedHttpListenerContext context)"

is there any body experience this issue and how to solve it?

thank you very much.

Add Contact to Marketing List error in Dynamics 365 version 9

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Hi,

Recently we have upgraded to Dynamics CRM 365 version 9. We have a piece of code which adds Contact to Marketing List

AddMemberListRequest req = new AddMemberListRequest();
req.EntityId = contact.ID.Value;
req.ListId = t.Id;
AddMemberListResponse resp = (AddMemberListResponse)service.Execute(req);

This was working fine before we had got upgrade of CRM version. However, since upgrade we get the following error when this is performed in a Dynamics CRM Action. Also, this code works fine when run in console application. When it is executed in an Action, we get the error.

Unhandled Exception: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: OrganizationServiceFault System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: The 'Create' method does not support entities of type 'listmember'. (Fault Detail is equal to Exception details:
ErrorCode: 0x80040800
Message: The 'Create' method does not support entities of type 'listmember'.
TimeStamp: 2018-11-01T06:44:36.6520756Z
--
)


Not able to install Project Service Automation in trial Instance

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Hi all, 

I created a new dynamics crm trial instance and i had selected all application at the time of set up. but after all these  processes  i see PSA and Field Service modules are not showing in Site map. and when i go to Admin Center I found its solution is not install and i am trying to install but it is showing below error everytime

questions regarding the light weight Outlook

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I have two questions regarding the light weight Outlook: 1) Does the alternatives for tracking in Personal Options work for this app, or are these alternatives for ex. 'Email messages in response to Dynamics 365 email' valid only for the old Outlook client? 2) The app automatically tracks the email to all entities that are setup to “send email” in the entity definition (and this option can’t be removed when first set). We have an entity for “participants on events” and the email tracked for a person that has participated on several events will show all these participants in the “to” fields in the email. Is it possible to prevent certain entities to be tracked? (I only want to trace and lookup contacts and account, not all the participants for these contacts).

Microsoft Dynamics 365 Security Configuration

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Hello Everyone,

Can you please help us to implement the below business scenario in Microsoft Dynamics 365.

We have 5 Business Group and 1 CRM user can belongs to more than 1 Business Group.

So, if 1 user belongs to 3 Business Group then how to display the only Account records those belongs to the respective Business Group.

 

Thanks

Kamal

Remove Relationship Assistant - Dynamics 365

Can we add javascript or Business Rule to Mobile Express Form in CRM?

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Hi Experts,

Can we add Javascript or Business rule to Mobile express form?

I want to add current user name in Owner field. I can't see any way to add javascript for the form.

How can I do that? 

CRM Version 8.2 

Onpremise

Is there a grace period after software assurance agreements expire?

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Hi,

I would like to know if anyone knows what the grace period is for purchasing another/renewing a software assurance agreement after the expiry date of a previous agreement.

Specifically regarding on-premises CRM 2016.

Thanks.

Dynamis 365 Online Error

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Hi Guys,

I was making some changed to one of my custome entities, i was adding a new subgrid and as soon as I've saved and published it wouldn't let me open the entity or open a form to edit.

I am getting an error...

could you please advice how i could start troubleshooting this issue? Retrieving a backup is not ideal as I made a lot of changes since last backup.

thanks


Xbitz.Crm.AdvancedCRMAutoNumber.GenerateAutoNumber not working in 1 of 2 server load balancer dynamics crm 2011

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Hi,

I got error in dynamics crm 2011. i have two server load balancer to run microsoft dynamics crm 2011, use 1 database. then i used Xbitz.crm.AdvancedCRMAutonumber. I have no issue in 1 server, but i got issue in another server.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.BadImageFormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #B8819603Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<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: #B8819603</Message>
<Timestamp>2018-10-30T04:48:41.1086305Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText>

[Xbitz.Crm.AdvancedCRMAutoNumber: Xbitz.Crm.AdvancedCRMAutoNumber.GenerateAutoNumber]
[14eb4ee7-c99d-e111-b463-1cc1de6e2b2d: Xbitz.Crm.AdvancedCRMAutoNumber.GenerateAutoNumber: Create of any Entity]


</TraceText>
</OrganizationServiceFault>

i have already restart server. i have already check sandbox is running, .net framework in same in both of server.

please help.

i really appreciate with your help

The type forwarder for type 'type' in assembly 'assembly' causes a cycle

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Hi everybody, 

I have an error which I can't solve by my own. Even a web research did not bring any solutions...

I'm trying to write a simple Timer-Trigger Function-App which connects to the crm, queries some records an do an update, based on this example: 
https://community.dynamics.com/crm/b/nishantranaweblog/archive/2017/04/29/using-azure-functions-for-writing-scheduled-jobs-for-dynamics-crm

I added the NuGet Package references to my project like descripted here:
https://nishantrana.me/2018/09/25/the-type-or-namespace-name-xrm-could-not-be-found-are-you-missing-a-using-directive-or-an-assembly-reference-error-while-using-azure-functions-2-x/

And because it did not work as expected, I followed this steps to add them manualy:
https://blogs.msdn.microsoft.com/benjaminperkins/2017/04/13/how-to-add-assembly-references-to-an-azure-function-app/

But now I get this Error Message while running the App:

error CS0731: The type forwarder for type 'System.ServiceModel.Description.ClientCredentials' in assembly 'System.ServiceModel.Primitives' causes a cycle


On position 1, 2 and 3 in my code:

AuthenticationCredentials authenticationCredentials = new AuthenticationCredentials();
1 authenticationCredentials.ClientCredentials.UserName.UserName = "user.name@xxx.onmicrosoft.com";
2 authenticationCredentials.ClientCredentials.UserName.Password = "*****";
AuthenticationCredentials tokencredentials = serviceManagement.Authenticate(authenticationCredentials);

3 OrganizationServiceProxy organizationServiceProxy = new OrganizationServiceProxy(serviceManagement, tokencredentials.SecurityTokenResponse);


Does anyone can help here? 

Can you pass CRM parameters into a JavaScript web resource?

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When creating a ribbon button, you can pass CRM parameters to it, such as SelectedControlSelectedItemsIds and SelectedControlSelectedItemReferences.

Can you pass these into a custom JavaScript web resource and use them in functions?


Thanks,
Chris

Concatenate string and field and update another field

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Hi,

I have a custom entity that needs to hold a URL to a pdf document in sharepoint.
The entity has a field that holds the document name that is used in the path.

The URL will be created in the following format: "sharepoint path/" + [Custom Entity Field] + ".PDF"

Can this be done by using a business process flow or do I need a plugin for this type of thing?

Data Export Services - Adding/Deleting custom fields does not sync down to target Azure DB

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When adding/deleting custom fields and publishing in CRM 365, the DES process doesn't send the schema change down to the target Azure DB.  There are no failure notification shown for that entity.  Is there a way to get DES to recognize it?  Is there a manual way to just push the fields from DES? 

This is the 2nd time I've done this since we went live with CRM 365 in October 2018.  The 1st was adding a field, it had tons of failures but it took 24hrs for it to add the field to DES (not sure if Microsoft did something for us but we had to open a ticket for it).  Now, the 2nd time, trying to delete a field, no failures shown, yet the field is still in target azure DB so DES hasn't removed it.

The problem is that DES worked in our lower environments both times on both scenarios, but when going to Production, DES doesn't work the same way.

We've never modified the table schema on the Azure DB side, but is that something we can do without breaking DES from still syncing?  For example: Can we delete/add the custom fields in the dbo.contact table and update the Types (user-defined table types: ContactType)? Will manually touching the target DB break DES from syncing?

We need to know what our options are and steps on how to do this successfully and without having to open tickets with Microsoft.  

Please advise.  Thanks!

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