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SDK message - Addmemberlistrequest - keeps timing out

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Hi 

Addmemberlistrequest sdk message keeps timing out. On opening a ticket with MS, they said its because of huge listmemberbase table. They have asked us to keep it below 5 million records.

Has anyone faced this issue? I don't want to go in PROD & keep deleting records with a recurring bulk delete job.

Also, is there any limitation for CRM Online database?

Regards

Roma


How to modify dynamics CRM 2016 Super Admin password?

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What steps are included in modifying the Dynamics CRM 2016 SuperAUS password?
Where do I need to modify it?

Whole number with no commas not working

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Hi all,

I have fields that are whole numbers and don't want them to be separated by commas. 
I did the configuration in formats as well.

But the problem is, this configuration does not reflect in the UI. What is it that I am missing? 

Thanks in advance!

how can we add a subgrid in entityA with two fields are in entityB and 3 fields are in entityC?

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I have 3 entities

entityA
entityB
entityC

entityA: entityB
1:N Relation
entityB: entityC
1:N Relation

how can we add a subgrid in entityA with two fields are in entityB and 3 fields are in entityC?

Looking for a smooth user experience when using Azure B2C in Dynamics Portal

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Anyone has one or more “invite only” portals, using Azure B2C and having it configured user friendly? I’m still not successful, feeling like I’m running around in circles…

Mostly because both the register and login functions in the portal use the same user flow in Azure. That works fine for a register-to-all portal,  but not to our invite-only portals I guess.

Requirements I have:

  • Multiple Powerapps Portals with their own CDS
  • SSO and one login
  • Registration for each Portal only on invite

 

The user experience now is:

  • I send an invite to an e-mail address
  • The potential user clicks the invite link and opens the Portal redeem invite page (why…. confusing page)
  • When redeeming the invite the Azure login is opened (not a separate registration user flow, also confusing to most users)
  • In the Azure login the “Register now” link has to be clicked to come to the final part of the registration (also confusing, most users stop registration here). Also the user has to be aware that he should use his existing login, if he has already one.

 

What also goes wrong in the user experience:

  • People click “Register now” in the Azure signin page, but do not have a registration code at all…
  • When they are logged in on portal 1 and surf to portal 2 themselves, without registering, they see the redeem invite page (confusing)

when a clicking tab grid row in count &display in dynamics 365 in js

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When a clicking tab first one updates data and second print the data same tab.

Dynamics 365 App for Outlook

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HI,

just reaching out to see if anyone is experiencing issues when adding a new activity (EMAIL) and find you can not type in the message panel.

or is very hit and miss,

some users just cant type anything, where other users can type every now and then - keyboard just un responsive

Hide username when registering locally in Dynamics portal

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I would like to hide the username when registering (locally). In our case the username is always the email address.

I tried adding this code in Account/Register/PageCopy:

<script>
$(document).ready(function () {
var email = $('#ContentContainer_MainContent_MainContent_EmailTextBox').val();
$('#ContentContainer_MainContent_MainContent_UserNameTextBox').val(email);
$('#ContentContainer_MainContent_MainContent_ShowUserName').hide();
});
</script>

The last 'hide' command works fine, but somehow I'm not able to copy the email value to the UserName text box.

Thanks a lot!

Elowy.


Reassign Team Ownership to User Ownership, cascading rules applied?

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When utilizing the Reassign Records function in the Security >> Teams >> Some Team screen and you then choose the option to change ownership you get the warning message:

"Note that this will move all records owned by the selected user or group regardless of state."

This is what I want to do (I am assigning a Team to a User) but want to confirm that by reassigning ownership of records in this manner the Cascading Rules are NOT applied. That is the behavior I would expect, but would like to confirm.

Thanks!

Dynamics 365 CRM on-line v9x

Dynamic Portal vs Power App and licensing?

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Dear Experts,

I just came to know that Dynamic Portals are being replaced by Power App Portal and the license bits are changing but quite concerning in our scenario for 5000 anonymous and 200+ authenticated users. In our requirement, we will expose the dynamic portal to outside world to visit the website anonymously as well as sign in users; 

It will be used for:  Enquiry forms, blogs, forums, videos, scheduling and other, and allow authenticated users to login to member area. The new licence scheme as I am reading, will become very expensive for us. I
 need to know couple of things about it in terms of licensing.

1. Dynamic 365 CE comes up with one default portal, which we are using.  Is one portal still free and for users to use anonymously and authenticated users?. What license implication we now have before, for them? It was free before for anonymous. There is literally no point of charging a portal based on customer visits. 

2. What alternative now I have, Microsoft Teams or Sharepoint or .Net custom website to build such a portal and connect to dynamic 365?

Kind regards,

Outlook CRM Not Automatically Tracking Email Replies

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Hello everyone!

Our users have been having a consistent issue with email tracking using the Outlook Add-in. A user will track an email, select a record it's regarding, then Send.  That particular sent email shows up in our Dynamics CRM environment.  If the recipient responds, however, that response is not automatically tracked.  The user is required to click "Track".

We're currently using Tracking Tokens.  Below are some relevant specs;
 

  • Dynamics CRM On-Prem 8.2.9.19
  • Dynamics CRM Outlook Add-In Version 8.2.2.137
  • We are not Server Side Sync

What are some specific settings I should be checking?  I feel like I'm missing something obvious here.

Upgrade from 8.2 to 9.0 fails with "'Attribute' metadata entity doesn't contain metadata attribute with Name = 'autonumberformat'"

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I've seen only a couple other posts about this and there hasn't seem to be any resolution so I thought I'd start a thread here. Doesn't seem to matter what version of 8.2 it is (from 8.2.2.112 to 8.2.5.4), the Org Import fails when it's trying to "update stored procedures for OOB and Custom Rollup fields", specifically "'Attribute' metadata entity doesn't contain metadata attribute with Name = 'autonumberformat'."

Target version is patched all the way up to the latest version (9.0.10.11)

An error has occurred while loading content required for this feature.

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Hello Expert I have an error message  : An error has occurred while loading content required for this feature.

I tried to check the child page.

But I dont know  what that may cause this erreur.

Add entity to regardingobjectid list

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I have a custom activty that must be able to regard different types of entities like organization , product and a few other custom entities.

Regardingobjectid field does it nice but it has not Product entity in the list.How can I add it?

Facebook Lead Ad to MS CRM on-premise


What is the best way to implement a lead assignment program in Dynamics365

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Hi all,

we are currently implementing Microsoft Dynamics in our organisation. In the beginning, we've started very simple with the manual assignment of leads due to the fact, that the previous global lead assignment was covered by our Oracle Marketing automation. At that time it wasn't supported by our previous CRM to do that in a proper and manageable way. But we are now talking of Microsoft Dynamics! So - what could be the best practice to implement a global lead assignment program which fits an international organisation? Shall we start using queues? Of course, we have very different channels which we should support. Later we will also implement the customer service module which then I guess will have the same questions about cases. I am very appreciated for all ideas.

Thanks,

Oliver

Formatting entity image in template

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Hi.  I am looking for an elegant solution.


The template I would like to generate is based on the fields of our Product page (no problem), combined with the entity image.

The kicker is that I want the entity image to occupy the top third of the document.  The entity images are uploaded as the correct size, but the finished template squashes it to a square. 

The finished product needs to be a pdf product page. If this is a word document saved as pdf, this is fine.

If this can't be done - can the CRM data be available for an Indesign pre-formatted file? 

If this can't be done, can the CRM populate a web form, with ability to download into PDF?

2020 Forcast Europe

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Greetings,

Doe anyone know how to get a forecast data for D365 in Europe for 2020? I searched MS sites, but was not able to find any data. Perhaps, some are confidential, but there should be some data on growth. If anyone has any pointer, your help will be appreciated.

Multiple Saves being triggered in Chrome

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We are running Dynamics 365 CRM on-prem.

We have a scenario where users are clicking the save button on a record and, not seeing any obvious signs that the record is being saved, they are clicking the save button again.

This is triggering a save twice. The first time processes the record successfully and sets it to an inactive state. The second save processes the record again setting it back to an active state. I have never seen this issue where multiple clicks are triggering multiple saves. My experience is that the button is effectively locked once clicked the first time, or if clicked the form will not be dirty and will not trigger a save.

We have two groups of users access the environment through two different VPN. 

The issue only affects one group of users and within that group of users the issue only exists when using Chrome. 

Does anyone please have any suggestions on how to handle this. It seriously corrupts the data when users do this and at the moment we have no nice solution.

Thanks

Online version

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