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Plugin registration Tool Error

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Dear Experts,

i am facing a strange issue while connecting to SDK plugin registration tool , yesterday it was working fine but today while connecting i am facing below error. 

We are working on CRM 365 v9, IFD setup also i am working on latest SDK registration tool.

but i can connect from XRM Tool Box plugin registration tool , but in in that we dont have plugin profiler.

any help will be appreciated.

Regards


Unable to delete a Record Creation and Update Rule

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We have some "Record Creation and Update Rules".

We found that during testing we were unable to open the Case form.

We decided to create a new set of Rules which work fine.

Unfortunately we cannot delete the old rules.  We get an error which states it is unable to find a Workflow and provides a GUID.

My guess is that the rules create a workflow when activated and somehow the workflows are not present so I seem to be in a Catch-22 situation.

Any idea as to how I can remove them?

P.S. Not sure what the original problem was with the Case form.  we were doing a migration from on premise to online and I suspect we ended up with 2 forms somehow.  Anyway this does not seem to be an issue anymore except possibly here.

JS Error when saving - This form can't be saved due to a custom setting.

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Hi all,

When trying to perform a JS save in a custom entity, we are getting the following error:

"This form can't be saved due to a custom setting."

Here is the code on which i'm getting it:

formContext.data.refresh(true).then(
                function ()
                {                
                    console.log("Success");
                },
                function (error)
                {
                    console.log(error);
                }
);

As you guys can see, the actual code is very simple and straight forward, however, since I need to perform a refresh right after the async save is done, the errorcallback is frecuently getting this error. Probably the most interesting point is the fact that the error is not always consistent. The only document that I found that mentions this issue is a MS Document which explains that this could be related to some fixes that are being done, but not sure if this still on progress, here is the link: https://support.microsoft.com/en-us/help/4523125/service-update-94-for-microsoft-dynamics-365-9-1-0. Also, looks like this only happens when updating an specific field(Single line of text, 300 characters), but i confirmed that the data we set is correct and that the total number of characters is less that 300. Last but not least, we have deactivated all plugins related to that message as well.

Is there anyworkaround to fix this problem?

Thanks in advance!

Dynamics Portal Mobile Entity form display overflow

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Hi all,

I have created a dynamics portal website and I can't seem to get the field values onto the next line when the value of the field overflows The value should show "Longford Park is Testing"

I have tried css styling on the element but still can't get the full value to display on a new line. Added below to css:

word-wrap:break-word
overflow-wrap: break-word;
display:inline-block;
word-break:break-word;

Can anyone help?

Thanks.

Davey

Account vs Contact

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Hello

I need to figure out some data concepts on the CRM Dynamics. I'm very familiar with the party data model that I used many times.

We are a public organization. Our mission is to protect some citizen during his life. Each protected person has his own account. The account contains many subjects like his physical and mental conditions, his required medical needs, his assets, his receivable and payable account. Futhermore, for each protected person, we have many contacts like family members, social workers, services supplier, etc.

When I checked the notion of CRM account, I saw business organization with his contacts like the president, the employee, etc.

For us, the assount should be associated to a protected person who is an individual not a business organization.

Question(s)

1) Is it possible to do that with Dynamics CRM ?

2) is it possible to create a contact without associated with a account like  some employes of our organization.

3) Is a contact become a leal, an opportunity, is the same contact with 2 différents roles with a period of time or Is it 3 différents rows one for the lead, one for the opportunity and one for the contact ?

I would like a high data model that explains these concepts.

Thanks in advance for your help.

Bulk Process Sales Orders into Invoices

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On the Sales Order View if you select an order, we have the 'CREATE INVOICE' button in the top bar.

However, if we are in a system view for orders and select multiple orders, we no longer have this button to create invoices for the selected orders.

Is there a way that we can create multiple invoices for a batch of orders without having to go into each order and clicking the 'CREATE INVOICE' button?

Any help would be greatly appreciated.

Thanks.

Editable Grid - Search then Sort on data

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I have a couple of issues with editable grid and am trying to suss out if it is standard or known issue.

1)  When i search on a column header in editable grid which produces a list of record, i cannot sort those records by another column (say date). When i try to sort, it sorts on all the records in that view instead of the records in the column header search that i did. I hope this makes sense.

2) When i try to use the clear button on the column header search, it doesn't clear the header. You have to click away from the header for it to show all the records on that view again.

Many thanks!

J

Using Power Automate/Flow in D365 (UCI Online) instead of Process/Workflow

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As you are all aware by now, MS recommends the use of Flow/Power Automate instead of the OOTB Process/Workflow.

In the example (image above) is a on demand process workflow. The workflow is in context of an Entity called Plan.

If I was to convert this process workflow as Power Automate/Flow, how am I going to pass on the Plan context to it?

I know that in the actual Plan main form, the Flow menu is present.

So how is the entity context established to the Power Automate/Flow?

Thanks

a2z


Stop the Email Sync for Some of the Users in the Organization

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Hello Team,

Can we stop the Email Sync for the particular list of the people. The other people should have the normal Email Sync as per the existing. 

Any Inputs is highly appreciated.

Thank you!

Access IFrame div text

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Hi all,

In dynamic crm , I have loaded iframe from other website and submit iframe form  but i am not able get success message from iframe div .

I have try following:


parent.Xrm.Page.getControl("WebResource_commonIframe").getObject().contentWindow.document.getElementById('content');

$("#WebResource_commonIframe").contents().find('body');

any above solution is not working

please suggest me any solution.

Contact and Account views views "Contacts/Accounts Being Followed" and "Contacts/Accounts I Follow" cannot be taken into a solution

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Hi All,

Can I know the reason why "Contacts Being Followed" and "Contacts I Follow" cannot be taken in solution and migrate it to another organization?

Regards,

Nilesh

Dynamics CRM Package Deployer

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Hi Everyone,

We are trying to implement Package Package Deployer in our Project.

We have more than 1 configuration files we exported using Configuration Migration tool and need to include those in Package Deployer.

Howerver, it seems like we can only use 1 config file for import. 

Can anyone tell me if its possible to use multiple files from Configuration Migration tool?

Sample Config file

Unified interface Open in new tab

How to migrate the ms crm 2011 application to another domain?

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Hi,

Our company wants to change the domain of the existing Ms Crm 2011 application. In this application we have a lot of custom codes , funcitons, embedeb web resources, adn aspx pages in ISV folder. We don' want them to loose. The menus, customisation of the forms etc. needed exactly same as the ms crm 2011 app in old domain.

How can i do that?

Can any one help me please? 

Data Export Service

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For CRM online customers the Data export service is supposed to be an alternative to direct CRM database access, however based on any personal feedback how reliable do people think this is as data replication latency appears to vary wildly from a few mins to a couple of hours. If we plan to use this data after a large data load when would we know that the process of replication is complete to enable us to run automated reports on the data ?


CRM and security question (role and change owner)

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Hello. 

I have a small question.   I think this has worked before but now it doesen't.

I have a role for a sales person,   On account  it has  Assign  set to "user"    

When this is set the "Assign"  button is removed on accounts that the user is not the owener of.  But the user can still change owner on accounts he don't own

from the "Owner"  at the top right (Unified interface) 

How can I prevent that?   Sholdn't that be prevented by the role already?

Unable to create New Organization from D365 On premises, Customization file has Invalid Signature.

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Hello ,

I am facing an issue while creating New Organization from D365 On premises. Need a Solution at the earliest.

The Error shown as below . 

After viewing the Log file, i could see the error details as shown below.

[Error][2] Message: Importing solution threw and unforeseen exception

Source  : Microsoft.Crm.Extensibility

Method               : Execute

Date      : 4:26:32 PM

Time      : 11/12/2019

Error      : The customization file 'D:\Program Files\Dynamics 365\CustomizationImport\aae1d22ee72f4b76bc11e803e5392770' has an invalid signature

Stack Trace         : at Microsoft.Xrm.Tooling.PackageDeployment.CrmPackageCore.ImportCode.BaseImportCustomizations.ExecuteImportSolution(ConfigSolutionFile Sol, String sSolutionImportFilePath)

Can anyone help me to resolve this please?

Thanks in Advance.

Pending send emails when user manually creates messages

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We (thought) we successfully configured our emailing details (profile, mailboxes, approved mailboxes/users, ran tests and successfully sent/received test messages).

BUT

whenever our users create and send individual emails from CRM the messages remain in a pending send status.   

Environment:

Microsoft CRM 2015 on-premise running in an Azure Virtual Machine

Microsoft Exchange Online

using an account to impersonate users when sending messages through Exchange (server side sync)

We have:

verified VM can see Exchange Online

Verified profile, mailbox, approves, more … all sees ok and passes the test.

Thoughts or suggestions welcome

Hide +New button in Lookup in Dynamics 365

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We have Vendor and Customer in one Entity "Account".

Vendor Create From Integration as Account Number start from "VEN" and customer start as "CUS".

We have Vendor Lookup on Product.

but at lookup user click new then it create Customer we need to restrict create vendor in account lookup.

because we have plugin for auto number which start from CUS.

Please suggest me solution.

Thanks In Advance. 

Custom Resolve button Vs OOTB Resolve Case Button

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Hi All,

As per client requirement, I made a custom button which is used to resolve the case record. But anyhow Onsave Event scripts are not working through the custom button. Even I write a statement/line to save the form first as the OOTB Resolve button did but nothing happens. It saves the form but did not execute the Onsave event scripts.

May I know what is the reason or Is there something that I am missing?

Thanks in advance!

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