I am a novice Dynamics CRM administrator for a small business that offers Technical Support to our Customers. We want to transition from our old ticket system to Dynamics 365's Cases and I have been working to customize it for our needs. One area I am having difficulty with is related to Activities related to Cases I am following.
Using United Interface, is there a way I can display any Activities for Cases I am following included those that have entered by other users?
Thank you
I need to convert SQL based report to fetch based report.
there are 3 parameter "region" which displays all region. "I'd" which displays all IDs and "type" which has option to select region , id or none.
When region is selected as option in type parameter, Region parameter should display all the region value fetched and ID parameter should display "Blank". If the I'd option is selected in type parameter, Region parameter should display "Blank" as value and only id parameter should display all ids retrieved from dataset.If none is selected as option in type, both I'd and region parameter should display Blank as value.
Issue I am facing is, the region and I'd parameter displays Blank multiple times based on the number of records fetched.
In dataset field expression I have written if type parameter value is region display region else blank. Similarly for I'd field. So when retrieving these field values in parameters it displays blank multiple times.
I tried to use filter option in dataset properties by filtering based on type parameter but then only one parameter works.
Can anyone suggest any approch to resolve this.
Thanks
Good afternoon,
I am having cases in my organization where the business process flow does not start together with Oportunidade.
I have scripts like this Xrm.Page.getControl ("header_process_new_teste"). SetDisabled (true), which read the properties of the Business Process flow and with it not being enabled, I get the javascript error.
Is there anything that can be done? Does anyone know how to inform me because only in some cases does it not start with the Opportunity?
This other way, other than via script, to disable the business process flow according to some specific rule?
Tanks
Hello,
I am trying to incrementally load data from Dynamics 365 CRM to my Azure Database using Data Factory. In the source field I selected query and typed the below code (as a test) , only to be given the following error :
"Dynamics operation failed with error code: -2147217149, error message: 'zt_inscription' entity doesn't contain attribute with Name = 'zt_prixcatalogueht ' and NameMapping = 'Logical'. MetadataCacheDetails: ProviderType=Dynamic, StandardCache=True, IsLoadedInStagedContext = False, Timestamp=366355068,"
When I removed this field it just returned the same error for the column below it and yes I am sure that field exists.
Thanks in advance.
<fetch><entity name="zt_inscription"><attribute name="zt_prixcatalogueht " /><attribute name="crm_year" /><attribute name="zt_name " /><attribute name="crm_training_no" /><attribute name="zt_prix " /><attribute name="crm_aparno" /><attribute name="new_zt_codeinscription" /><attribute name="crm_codeparticipant" /><attribute name="createdon" /><attribute name="modifiedon" /><attribute name="statecode" /><attribute name="crm_le" /><attribute name="crm_sminaire" /><attribute name="Created_at" /><attribute name="zt_opportuniteid" /><attribute name="crm_naturedelinscription" /><attribute name="crm_gamme" /><attribute name="crm_typeprogramme" /><attribute name="crm_programme" /><attribute name="zt_contactid" /><attribute name="crm_contact" /><attribute name="ownerid" /><attribute name="crm_client" /><attribute name="crm_centre" /><attribute name="zt_sessionid" /><attribute name="crm_type" /><attribute name="zt_inscriptionid" /><filter type="or"><condition attribute="createdon" operator="on" value="2019-09-03" /><condition attribute="modifiedon" operator="on" value="2019-09-03" /></filter></entity></fetch>
I created an Access Team Template with Read and Write Access Rights:
When I share a records with another using using a subgrid with the corresponding Access Team Template, then the user can Read the record, but the record is read only:
How do I share a records using access team templates and allow the user to have Write Acces Rights?
Hi,
What are all steps to integrate data from CRM REST builder to Amazon Web service.
What are all the codes to add in visual studio.
Basic details from to start and where to end.
There is the ability to use dynamic spreadsheets or pivot tables where you can automatically refresh the data from CRM.
I remember you needed the CRM Outlook plugin to use this though which is now deprecated.
Is there any additional software needed to download to utilize this?
Good day,
I'm seeing an odd issue within D365 Portal Management. After moving portal customizations from our sandbox to production via XRM toolbox, the web site URLs are still resolving to the old portal when I launch the new website. I've updated the website bindings and all the web links are pointing to the new URL, but they are still resolving to the old website URLs. Odd thing is the new URLs work when I go to them directly though. So I know they work. Am I missing a setting within portal management? Any help would be greatly appreciated, thanks.
Hello everyone,
I would like to add information on how to fill a field. I want to make it appear where the user is supposed to enter the data.
How could I do that? I don't know how to program with Javascript though.
Thank you.
All of a sudden, none of existing CRM CMD-lets works in PowerShell anymore, all return (500) Internal Server Error.
Not even Get-CrmServer or Get-CrmSetting do work anymore. I mean if I call Get-CRMSetting without any options, it askes me for SettingType, but then if I enter e.g. OAuthClaimsSettings (or any other type) it returns error 500 right away.
It's a Dynamics 365 V8.2 (on-premises) server running all in one, CRM and SQL. It is a Windows 2016 Server with MSSQL2016. and the PowerShell in charge also is launched on the same host, as administrator or not as administrator, no difference.
I wanted to check "Get-CrmSetting -SettingType OAuthClaimsSettings" because I feel like this has been reset to false aver I re-configured Claims-Based Authentication for that CRM. And form that point on my Dynamics 365 App for Outlook does not work anymore, e.g. none can login. And that's why I figured this out.
Other stuff like regular usage of CRM via browser works, also internal and external (IFD) URL login is working.
kind regards,
Dieter
In our Dev environment we have been using patches to deploy to the test and Training environment. After the last deployment, the Clone Solution option was used to consolidate the many patches into the base solution but the export of that Base solution (which was presumably done) cannot be found. In the mean time, a new Patch solution was made and customizations were performed and added to the patch. So now we have a situation where the base solution was updated and since we dont have the base to import into the downstream envs, we cannot import the new Patch. In order to fix this, can I delete the new Patch, export the Base for import into Test and Train, and then re-create the new Patch? If not, what is the best path to resolve this issue?
All of a sudden, none of existing CRM CMD-lets works in PowerShell anymore, all return (500) Internal Server Error.
Not even Get-CrmServer or Get-CrmSetting do work anymore. I mean if I call Get-CRMSetting without any options, it askes me for SettingType, but then if I enter e.g. OAuthClaimsSettings (or any other type) it returns error 500 right away.
It's a Dynamics 365 V8.2 (on-premises) server running all in one, CRM and SQL. It is a Windows 2016 Server with MSSQL2016. and the PowerShell in charge also is launched on the same host, as administrator or not as administrator, no difference.
I wanted to check "Get-CrmSetting -SettingType OAuthClaimsSettings" because I feel like this has been reset to false aver I re-configured Claims-Based Authentication for that CRM. And form that point on my Dynamics 365 App for Outlook does not work anymore, e.g. none can login. And that's why I figured this out.
Other stuff like regular usage of CRM via browser works, also internal and external (IFD) URL login is working.
kind regards,
Dieter
Hello,
We have an objective to delete automatically all Active layer in our managed environements (staging and production environment).
Or if it's possible to do a manually delete of active layer in the compenents (by knowing the components upstream).
For information, we already did our import with managed solution without update in the customisation.
For Automatic delete:
Is it possible to delete all active layers in a managed environment?
For manual Delete :
So is it possible to do an API call to get all component with the active layer?
Or it's possible to get all components with specific a publisher (related to the active layer)?
Best regards,
Hi All,
Its been a while since I last worked on Dynamics CRM so please excuse me if this is a silly question.
We are running the below version of Dynamics CRM. I have modified the main Account Detail Form and everything works well. However, I can only see the changes I made to the Account Detail form when I access it through the Sales Hub, CRM Hub and Sales Team Member Apps but not the Customer Service Hub App. Is this by design or have I missed something here?
Microsoft Dynamics 365
2021 release wave 1 enabled
Server version: 9.2.21041.00153
Client version: 1.4.2494-2104.1
Hello. I want to base the heirachy of D365 document management in sharepoint on an entity (typically starts with account then contact, case, etc). Account and contact are the only 2 entity options in advanced settings and it Is currently set at the Account level. Is it possible to start the heirarchy based on the Business Unit of the owner of the record? I have 2 business units each with their own set of clients (Unit 1 should have no access to Unit 2's client records and vice versa). The simplest thing would seem to be to start the heirarchy based on the business unit then go down from there. Is this possible and how would I make this happen?
This would allow all members of a Business Unit access to their "client" records but not those of the other Business Unit's. Currently I have to manually maintain security access settings at individual account/contact level?
Thank you
Hi,
Tried to sign-in using OpenID connect from PowerApps portal.
Not working for the external users(Outside Tenant).
Followed the below document.
https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-openid-settings
Document says it accept Azure AD users from any tenant in Azure, and not just from a specific tenant.
Please help me to solve this.
Hi Folks,
I'm trying to figure out how to accomplish something that might not be possible without programming, but thought I'd ask if anyone has a brilliant idea.
I want to be able to display on a Campaign form a subgrid view of Account records that are members of a dynamic marketing list that is attached to the Campaign. So from the campaign, rather than having to click on the marketing list to see the members, I want users to be able to see the list right there on the Campaign form.
All brilliant suggestions are welcome and appreciated!
Thanks,
Craig
function emailvisibility(executionContext) {
debugger;
var accountName;
var formContext = executionContext.getFormContext();
if (formContext.getAttribute("parentcustomerid").getValue() != null) {
accountName = formContext.getAttribute("parentcustomerid");
}
if (accountName != null && accountName != undefined) {
var id = formContext.getAttribute("parentcustomerid").getValue()[0].id.slice(1, -1);
var name = formContext.getAttribute("parentcustomerid").getValue()[0].name;
var EntityType = formContext.getAttribute("parentcustomerid").getValue()[0].EntityType;
Xrm.WebApi.online.retrieveRecord("account", "id", "?$select=accountid,donotfax,name").then(
function success(result) {
var accountid = result["accountid"];
var donotfax = result["donotfax"];
var donotfax_formatted = result["donotfax@OData.Community.Display.V1.FormattedValue"];
var name = result["name"];
if (donotfax == true) {
formContext.getAttribute("emailaddress1").setRequiredLevel("required");
}
else {
formContext.getAttribute("emailaddress1").setVisible("false");
formContext.getAttribute("emailaddress1").setRequiredLevel("none");
}
},
function (error) {
Xrm.Utility.alertDialog(error.message);
}
);
}
}the error i faced was
UciError: Value should be of type: guid: Parameter Name: id
at i (bellam.crm11.dynamics.com/.../app.js
at p (bellam.crm11.dynamics.com/.../app.js
at m (bellam.crm11.dynamics.com/.../app.js
at g (bellam.crm11.dynamics.com/.../app.js
at l._validateParamsInternal (bellam.crm11.dynamics.com/.../app.js
at l._executeInternal (bellam.crm11.dynamics.com/.../app.js
at l.executeAsync (bellam.crm11.dynamics.com/.../app.js
at g._execute (bellam.crm11.dynamics.com/.../app.js
at g.retrieveRecord (bellam.crm11.dynamics.com/.../app.js
at emailvisibility (bellam.crm11.dynamics.com/.../new_setemailvisibility:15:27)
Error Details:
Event Name: onload
Function Name: emailvisibility
Web Resource Name: new_setemailvisibility
Solution Name: Active
Publisher Name: DefaultPublisherbellam
can you all help me where is the problem or is there any problem in the code feel free to answer
Thanks and Regards
Ainee Ahsan
HI,
Good day!
After adding a Flow and turn it on, I am getting the a Post-Operation Plugin error when saving the record. The plugin is to handle the language change to display the field label. See the error below:
Exception Message: An error occurred in the xxxxPlugin plug-in.
ErrorCode: -2147220891
HexErrorCode: 0x80040265
ErrorDetails:
OperationStatus: 0
SubErrorCode: -2146233088
HelpLink: go.microsoft.com/.../
TraceText:
[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.CallbackRegistationExpanderPlugin]
[fcfd622e-f7c5-450f-a1ad-9ed62255281d: Callback Registration Expander]
PII Removed. Length: 203
Activity Id: e76ca913-c97c-46a2-99ea-0695aca9085d
What could be the cause and how to fix it?
Thanks for your help!
Hi All,
I am writing automation test scripts for CRM using EasyRepro. But for method xrmApp.Entity.Assign("User") it is throwing following error.
Error:
Test method DynamicsCRMTesting.Company.AssignCompany threw exception System.InvalidOperationException: Me/UserTeam toggle button unavailable
The Assign popup opened and has ME/User Team toggle but still it is throwing error.