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Categorized Search not finding disqualified leads

November 1, 2018, 7:38 am
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Hello all,

When using Categorized Search (not Relevance Search) in D365 V9.1, we are not seeing any disqualified leads. Advanced find brings them up fine, but not the Categorized Search. Being V9.1 I can't tell if this is by design or accident. 

Is there a way to customize Categorized Search?

Thanks


Rob

EDIT: Looks Categorized Search is tied to the Quick View for each entity. The Quick View shows open leads only. Changing it to include Qualify/Disqualify allows categorized search to pull them in.

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Replace null values in ConditionExpression

November 1, 2018, 8:07 am
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Is this possible to achieve in Dynamics custom plugin?

SELECT name
FROM Map m
WHERE
AND @Dos BETWEEN ISNULL(m.effective_start_date, '19900101')
AND ISNULL(m.effective_end_date, '99991201');

How to convert this ISNULL function into ConditionExpression?

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Dynamics 365 FetchXML SSRS Report not displaying bigger images

November 1, 2018, 8:29 am
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I'm developing SSRS Report to show pictures attached in the Notes of an Account Entity. The environment is Dynamics 365 Online. I have used fetchxml  to retrieve the images from Notes.

It is working fine if the attached picture size is less than 40KB. If the image size is bigger than 40/60KB, then the image is not displayed in the report. 

If I attach bigger size image directly in the SSRS, then SSRS displaying the image properly. So, It looks as the problem of FetchXML returning image data partially.

Is there any return data size limit for FetchXML? 

Fetch XML used to test this.

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="annotation">
	<attribute name="documentbody" />
		<attribute name="mimetype" />
		<attribute name="subject" />
		<attribute name="notetext" />
		<attribute name="filename" />
		<filter type="and">
			<condition attribute="isdocument" operator="eq" value="1" />
		</filter>
    <link-entity name="account" from="accountid" to="objectid" alias="account" link-type="inner">
    <filter type="and">
      <condition attribute="name" operator="eq" value="Image Test" />
    </filter>	
    </link-entity>
  </entity>
</fetch>

If I inspect the report window, I can find the images displayed properly having the tags with Reserved.ReportViewerWebControl.axd, but the images not displayed are having tags as <img> with gif type.

Appreciate your inputs to resolve this issue or find workaround to display big size images attached to the Notes in Dynamics 365 Online SSRS Reports.

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Is Microsoft re-branding Dynamics CRM 365 to Microsoft Dynamics 365 Customer Engagement? So no CRM any more ?

November 1, 2018, 8:50 am
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We've ran Microsoft CRM for years, and we just call it "CRM" in house.  Is Microsoft now renaming or re-branding their CRM product to Microsoft Dynamics 365 Customer Engagement and dropping the "CRM" label?  The Dynamics 365 site - https://docs.microsoft.com/en-us/dynamics365/ - now makes no reference to "CRM" and the latest October 2018 Release Notes - https://docs.microsoft.com/en-us/business-applications-release-notes/index - also has no reference to "CRM".  Just curious, are they getting away from the traditional CRM ecosystem?  Are they getting away from competing with the other CRM systems out there (SalesForce, Oracle, SAP, etc) and just rolling what they had as CRM into their 365 business umbrella? 

Just curious... I guess we'll always call it "CRM" in house even though Microsoft seems to be dropping this name, are others doing the same ?  

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Activities Ribbon Options

November 1, 2018, 8:55 am
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Is it possible to add more options to the ribbon? In other words, I would like to add email and appointment next to "add phone call" and and "add task" so the user does not have to click the ellipses to get to these options. I have attached a picture.

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CRM 2016 auto numbering....

November 1, 2018, 10:11 am
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Hello, has anyone had any luck with this http://www.crmconsultants.co.uk/free-autonumber-solution-for-microsoft-dynamics-crm/ plugin?  I have installed it, but can't get it to work properly.

So this is what I have:

I have a new entity called ABC

I have created my AN Configuration record.  The entity name on the AN record is ABC (which is the name of my new entity that I created).  For the next number field on the AN record I have 1.  The field name I  have nhs_recordname (which is the name of the field on the ABC entity).  I have nothing for the suffic, and for the Prefix I have CRM -

Now when I create a new ABC record, the CRM - number doesn't show up anywhere.  What am I missing?

Thank you for any help you can provide.

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Where is the EntityExtension Class in Microsoft.Xrm.SDK.Client

November 1, 2018, 10:38 am
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Hi,

Is there an entity exension class for Microsoft.Xrm.SDK.Client in version 9 of D365?

It was present in the old Microsoft.Xrm.client DLL.

Specifically i'm looking for this method:

https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2013/developers-guide/gg695461(v%3Dcrm.6)

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Export Account Entity to Excel and import to Sharepoint Library

November 1, 2018, 10:42 am
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Hi

I want  to export my crm account entity data to excel  and import on Sharepoint and this process should  be automatic, on every day basis we need  our  CRM entities data in sharepoint.

I want something OOB solution  which is easy to implement

Thanks

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AWS API Gateway Querying CRM Web API on-premises

November 1, 2018, 11:01 am
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Here's the Scenario:

We have a non-Internet Facing Deployment on-premises CRM 2016 installation.

We need to get some of our data looked up via an outside organization, but we don't want to make it an internet facing system, nor set up the SQL server to be queried directly. My Solution is to build an API in the AWS API gateway that can query the CRM server, transform the data and then pass it on as JSON to the outside organization.

I have built out the Web API query internally within Postman, and it is working. However I am unable to get Amazon's API gateway to authorize correctly. What's the best way for AWS to get authorized if oAuth is not an option, also, is there a way to do an API key for CRM instead of typical authentication methods for Windows/AD? I will be allowing the API gateway past our firewall.

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CreatedOn Date not updated by Record Created Date (overriddencreatedon)

November 1, 2018, 12:34 pm
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Hello

As I understand it, when the overriddencreatedon field is populated as part of a data import, the CreatedOn date will be populated with this date.

I am experiencing hit and miss results where some records have the overriddencreatedon date as the CreatedOn date, and other where the CreatedOn date is being set to 1/1/1900.

This is a v9 org.

Any known issues?

Thanks

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Calculating sales agent commission - calculated field setup

November 1, 2018, 12:53 pm
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Hi,

I need to create a calculated field for sales agent commission on courses they sell. The commission calculated field needs to be on the opportunity. 

They have different commission rates available: Standard %, Custom %, $ Flat rate or No commission for some products.

I am struggling to figure out how to set this field up on the opportunity since I am not very experiences with D365 yet.

So far I have this: 

1. To work out agent commission on course cost:
 

If…Then

Condition (optional)

If (Opportunity) Commission Rate % contains data

And (Opportunity) Course cost contains data

 

Can anyone perhaps give me some advice on this please?
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Set up 30 day alert to warn user of contract expiry date

November 1, 2018, 12:57 pm
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Hi,

I need to set up an email alert to warn users that a contract record in the Sales module is close to its expiry date.

There will be a Contract entity created in the Sales module with fields for start date, expiry date. 

I am new at this, and thought using a workflow would be best for this but I am not sure. 

This is what I have so far:

2. To alert user of contract expiry date in 30 days
 

I think I need a "Due date-type event" – These events trigger an alert when a date arrives.

  1. In the Create alert rule form, follow these steps to create the rule:
    • Under Send email alerts for contract status changes, in the Field list, select Expiry date.
    • Under Send email alerts for contract status changes, in the Event list, select is due in, and then select 30 days
    • Under Alert me for, select Only records that match the selected filter, and then click Select to open the Inquiry dialog box. In the Inquiry dialog box, specify Contract expiry date??
    • Under Alert me until, select No end date. Alerts continue to be triggered indefinitely. The rule never becomes inactive.
    • Under Alert me with, accept or modify the title of the alert. Optionally, you can write a message that is sent when the alert is triggered.
  2. Click OK to activate the rule

Am I on the right track or is there a better way to set this up?

Kind regards,

Jeanne-Mari

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flow: unable to make filter query for list records

November 1, 2018, 1:06 pm
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My app has the three entities Pharmacy_Contact, Pharmacy_History, and Pharmacy_Action. When a history record has been created or updated I need to cycle through all history records for the contact, get the action record associated with the history record, then finally update a status in the contact record with a computed value. In list records I'm unable to construct the filter query correctly. The schema name for the field is dhs_Contact and the display name is Contact. It is a look up field. In the dynamic content list the history fields are enumerated. I assume I should choose Contact and have it place that in filter query, follow with eq, then whatever value is passed from the trigger event. I can't figure out how to get the value to put after eq. All history records returned will have the same contact value, and, it will be the same contact value of the history record changed by the user. See attached screen snapshot.

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Unified Service Desk Analytics

November 1, 2018, 1:14 pm
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Good Afternoon,

We are customizing Microsoft Dynamics USD for heavy use in a call center. How do we pull user analytics from USD if we are trying to track KPI and Key Experience Indicators from our primary users. I looked at Application Insights, but that looked to lean heavily on performance and web applications. My developers advised me that USD is a desktop application and Application Insights probably will not work.

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CRM Dynamics installation

November 1, 2018, 2:01 pm
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Hi Guys

Quick question, which is the correct order of installing crm dynamics 2016?

CRM Installation --> Solution Import --> Install Language Pack

OR

CRM Installtion --> Install Language Pack --> Solution Import?

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Retrieve a record from msdyn_customerasset based on custom field

November 1, 2018, 2:40 pm
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Hi,

We have added a custom field "ipaddress" in entity msdyn_customerasset.

I'm trying to retrieve a record using-

{{url}}/api/data/v9.0/msdyn_customerassets(ipaddress='10.10.10.10')

But this gives me following error-

{
    "error": {
        "code": "0x8006088a",
        "message": "Bad Request - Error in query syntax.",
        "innererror": {
            "message": "Bad Request - Error in query syntax.",
            "type": "Microsoft.OData.ODataException",
            "stacktrace": "   at Microsoft.OData.UriParser.ODataUriResolver.ResolveKeys(IEdmEntityType type, IDictionary`2 namedValues, Func`3 convertFunc)\r\n   at Microsoft.OData.UriParser.AlternateKeysODataUriResolver.ResolveKeys(IEdmEntityType type, IDictionary`2 namedValues, Func`3 convertFunc)\r\n   at Microsoft.OData.UriParser.SegmentArgumentParser.TryConvertValues(IEdmEntityType targetEntityType, IEnumerable`1& keyPairs, ODataUriResolver resolver)\r\n   at Microsoft.OData.UriParser.SegmentKeyHandler.CreateKeySegment(ODataPathSegment segment, KeySegment previousKeySegment, SegmentArgumentParser key, ODataUriResolver resolver)\r\n   at Microsoft.OData.UriParser.SegmentKeyHandler.TryCreateKeySegmentFromParentheses(ODataPathSegment previous, KeySegment previousKeySegment, String parenthesisExpression, ODataUriResolver resolver, ODataPathSegment& keySegment, Boolean enableUriTemplateParsing)\r\n   at Microsoft.OData.UriParser.ODataPathParser.TryBindKeyFromParentheses(String parenthesesSection)\r\n   at Microsoft.OData.UriParser.ODataPathParser.TryCreateSegmentForNavigationSource(String identifier, String parenthesisExpression)\r\n   at Microsoft.OData.UriParser.ODataPathParser.CreateFirstSegment(String segmentText)\r\n   at Microsoft.OData.UriParser.ODataPathParser.ParsePath(ICollection`1 segments)\r\n   at Microsoft.OData.UriParser.ODataPathFactory.BindPath(ICollection`1 segments, ODataUriParserConfiguration configuration)\r\n   at Microsoft.OData.UriParser.ODataUriParser.Initialize()\r\n   at System.Web.OData.Routing.DefaultODataPathHandler.Parse(String serviceRoot, String odataPath, IServiceProvider requestContainer, Boolean template)\r\n   at System.Web.OData.Routing.DefaultODataPathHandler.Parse(String serviceRoot, String odataPath, IServiceProvider requestContainer)\r\n   at Microsoft.Crm.Extensibility.ODataV4.Routing.CrmODataPathHandler.Parse(String serviceRoot, String odataPath, IServiceProvider requestContainer)"
        }
    }
}


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Changing business units

November 1, 2018, 5:03 pm
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1) I have to change parent business unit of a business unit. If I change that, Should I need to reassign or change anything?

2) If I change a user's business unit, I need to reassign his security roles. I am aware of that. Once I change Business unit, Manager field in his record is becoming blank. Is there a way I won't loose this?

3) If I have to change business units for 10 users and I need to make same changes in upper environments. Should I do it manually in all environments or is there any easy process?

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Update a record in Associated view when a new record is added in Dynamics CRM Online

November 1, 2018, 5:46 pm
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So here is the scenario, I have a 1:N relationship between Opportunity entity and a custom entity called Split Percentage. Usually the owner of an opportunity is the 100% owner of the Revenue from the opportunity. In reality, you may have more than one sales person or owner of the opportunity.

To cater this I created a custom entity with a look up to Opportunity. There is a sub-grid that shows the associated view on the Opportunity form. There are 3 parts to it. For now I can do things with business rules and workflow:

  1. When a new Opportunity is created a new record is created in Split Percentage entity with the owner's name assigned 100 percent split and value of estimated revenue from an opportunity.
  2. If anyone wants to add a new sales person to this opportunity, they add it through the grid in Opportunity form. You add percentage of split this new sales person should have e.g. 10% and their estimated revenue will be calculated e.g. 10% of $1000 is $100 which is the value assigned to that record.

Now the third part is where I am stuck at, deducting the value assigned to the new sales person from the total revenue of the owner. In the example above the value of owner should change from $1000 to $900.

I am not sure how to update the Estimated Revenue of the owner every time a new sales person is added to the Opportunity. 

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Errors with Configuration Migration Tool

November 1, 2018, 7:49 pm
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I'm trying to migrate business units, users, and teams across to a new server, using the Configuration Migration Tool.  I've done a few small, more standalone entities (ones we're basically using in lieu of option sets) with no problem, so the connections are fine and I know the steps to using the tool.  However, when I attempt to import business units, nothing comes in, and I get the following in the logs:

8:35 PM New Progress Event - Result: True - Entity: unknown - Processing Entity: Business Unit
8:35 PM Progress Event - Result: True - Entity: unknown - Processing Entity Business Unit, 13 Records in this entity
8:35 PM ImportEntity - Result: True - Entity: Business Unit - Beginning Import of entity
8:35 PM Progress Event - Result: True - Entity: unknown - Pre-Processing Entity Business Unit
8:35 PM Progress Event - Result: True - Entity: unknown - Processing Business Unit (threaded), Imported 0 of 13
8:35 PM Insert Record - Result: False - Entity: businessunit - Insert to businessunit with Record Id 4cfb3006-b52d-e611-8108-000c29fcc7d8 - PrimaryId Field businessunitid and PrimaryName Field name - FAILED with Error : Cannot find record to be updated

And so on, for each of our business units.  We only have two levels - the main business unit, and one level of children.  The main BU that is created with the system has the same name as the main BU in the old system.  The one line that is the main BU says:

8:35 PM ImportEntity - Result: True - Entity: Business Unit - Switching Insert to Update for Business Unit, name = <BU Name>, ID: 28c514a5-3ccc-e811-a94f-005056b22c32

Which is as I'd expect - it recognizes it based on the name, and there are no failures.  Just on all of the child records.

There are then failures on the users and teams, but I'm guessing that at least some of those stem from the missing BUs, so I figure one step at a time.

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D365 Portal - Adding additional columns to lookup.

November 1, 2018, 11:20 pm
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Does anyone have any experience with EntityLists and adding additional, calculated columns?

For example:

EntityA  has an EntityForm for Create/Edit. It has a field that is a lookup field (parent) to EntityB. When the lookup appears, I want to create a sortable, additional, column that is the sum of EntityA.NumberField and EntityB.NumberField.

I've been researching entitylists and liquid templates.  It looks like it might be possible, with exception to the sorting:

<a href="{{ request.path_and_query | add_query:'order', c.sort_descending }}">
                    {{ c.name }} <i class="fa fa-sort-asc"></i>
{{ request.path_and_query | add_query:'order', c.sort_descending }} looks easy enough to replicate. Or am I missing something?

Can anyone provide any insight?

Thank you!

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