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Dynamics CRM On Prem Okta Integration

May 4, 2021, 6:12 am
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Hello,

I was wondering who out there has successfully integrated their on-premises CRM environment with an IFD like Okta.  I have seen some have been able to integrate them successfully.  Okta has even released a guide here:  https://www.okta.com/resources/datasheet-how-to-guide-configure-okta-single-sign-on-sso-for-microsoft-dynamics-on-premises/. 

Seems that I can't escape the ID4175 error, even after importing the Okta cert into the MS_Config DB and setting it as a trusted issuer.  Anybody out there run into the same issue and find a way around it?

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AlexaCRM Wordpress Plugin- any experience?

May 4, 2021, 7:28 am
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Has anyone used the AlexaCRM connector in Wordpress to connect to CRM?

It has high ratings in wordpress plugin area.

https://alexacrm.com/

Wondering if they have any American time zone support?

Also, its not connecting due to 2 factor authentication?

And after purchasing it seems no steps to obtain registration keys?

Any experience in working with this solution would be great to know...

Client is looking for a list of solutions for web forms to CRM, without Click Dimensions on the list.

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Javascript/Api Call to Create a new record with a lookup field

May 4, 2021, 7:00 am
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Hi All,

I am trying to create a record using code below generated from XRM CRM Rest Builder. The code works if I remove the lookup field so I know its a problem there. Any ideas what I am missing?

xxxxx is my tenant code which I am just masking.

var entity = {};
entity.cr93b_name = results.entities[i]["xxxxx_jdeadressbooknumber"];
entity.cr93b_contacttype = 900450000;
entity.cr93b_emailaddress = results.entities[i]["xxxxx_emailaddress"];
entity.cr93b_phonenumber = results.entities[i]["xxxxx_phonenumber"];
entity.cr93b_jdeaddressbooknumber = results.entities[i]["xxxxx_jdeadressbooknumber"];
entity["cr93b_vendorrequestmanagementid@odata.bind"] = "/xxxxx_vendorrequestmanagements(9d7fb079-5082-44d8-a60c-292be6f4f68d)";

Xrm.WebApi.online.createRecord("xxxxx_vendorrequestmanagementcontactinfo", entity);

If I comment out the lookup field it creates the record.

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Set field values using parameters passed to a form

May 4, 2021, 10:05 am
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I have an application that sits outside of CRM. It reads the data from CRM. Requirement is the user wants to click on a URL in that app, that opens CRM phone call activity form with some prepopulated values. User wants to verify and save the form.

Here are the fields :
1) Call type - Schema name : rtt_calltype, value type : option set value
2) Campaign Search – Schema name : rtt_campaignsearchid, value type : Lookup to Campaign entity
3) Regarding – Schema name : regardingobjectid, value type : lookup to contact entity (Out of the box field)
4) Call to – Schema name : TO, value type : Party list (Out of the box field).


I generated the URL but it doesn’t seem to be working. Either it autopopulate rtt_calltype, rtt_campaignsearchid (or) regardingobjectid,TO but not all. Please share your ideas if there is also other way of achieving this like javascript etc.

https://testdev.com/TDEV/CRMReports/viewermain.aspx?etc=4210&pagetype=entityrecord&extraqs=rtt_calltype%3d961640001%26rtt_campaignsearchid%3d075DCB99-4B8E-EB11-8106-005056B968B6%26rtt_campaignsearchidname%3d2021NextGen%26%3f_CreateFromId%3d%257b37C88105-D25D-E811-80DC-005056B920D8%257d%26_CreateFromType%3d2%26contactInfo%3d%26etc%3d4210%26pId%3d%257b37C88105-D25D-E811-80DC-005056B920D8%257d%26pName%3d%26pType%3d2%26partyaddressused%3d%26partyid%3d%257b37C88105-D25D-E811-80DC-005056B920D8%257d%26partyname%3dMike Hussey%26partytype%3d2

select  substring(('https://'+'testdev.com/TDEV/CRMReports/viewer/drillopen.aspx'), 0, charindex('CRMReports',('https://'+'ctacrmdev.rjf.com/INTERMEDIARYDEV/CRMReports/viewer/drillopen.aspx')))
						+'main.aspx?etc=4210&pagetype=entityrecord&'
						+'extraqs='
						+'rtt_calltype%3d' + '961640001' 
						+'%26rtt_campaignsearchid%3d'+replace(replace(convert(varchar(40),'075DCB99-4B8E-EB11-8106-005056B968B6' /*fp.entityid*/), '{', ''), '}', '')  
						+'%26rtt_campaignsearchidname%3d'+ '2021 NextGen' 					

------- Code does not work below this point with the above. Can either run the top portion or the bottom portion.Cannot run both together, else the bottom portion overrides the top

						+'%26%3f_CreateFromId%3d%257b' + replace(replace(convert(varchar(40),'37C88105-D25D-E811-80DC-005056B920D8' /*fc.contactid*/), '{', ''), '}', '') 
						+'%257d%26_CreateFromType%3d2%26contactInfo%3d%26etc%3d4210%26pId%3d%257b' + replace(replace(convert(varchar(40), '37C88105-D25D-E811-80DC-005056B920D8' /*fc.contactid*/), '{', ''), '}', '') 
						+ '%257d%26pName%3d%26pType%3d2%26partyaddressused%3d%26partyid%3d%257b' + replace(replace(convert(varchar(40), '37C88105-D25D-E811-80DC-005056B920D8' /*fc.contactid*/), '{', ''), '}', '') 
						+ '%257d%26partyname%3d' + replace('Mike Hussey' /*fc.fullname*/, ', ', '%252c%2520') + '%26partytype%3d2'
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Create lookup field (or something similar) without creating a 1:N relationship

May 4, 2021, 10:07 am
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Is it possible to create a field which lookups values from another table, and only allows those values without creating a relationship?

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Visual Studio crashes after installing Microsoft Developer tool kit and referencing the latest CRM SDK paths

May 4, 2021, 12:09 pm
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Hello Techies,

I have installed Developer tool kit for VS 2017 by editing the manifest file.

after successfull installation I have selected the SDK paths from the Tools -> Options-> Microsoft Dynamics CRM and click OK, immediately VS Crashes.

but if i use the old version of SDK v8 then it is not getting crashed but while trying to generate the entity wrappers it is failing with error "Cannot login with Cached Credentials."

Can anyone KINDLY HELP me with either

1. fix for the issue or

2. the SDK they might have prepared by mixing the old and new sdks or editing the CrmUtil.confg

Note : I have tried googling / binging but nothing worked.

Really Thanks in advance

Viswa

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Can we use same Goal Metric for creating multiple goals?

May 4, 2021, 4:39 pm
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Hi All,

I want to If I can use same Appointment attended goal metric for creating 3 different goals for 3 people?
My goals are not showing percentage achieved for the goal metric being selected for the second time.. whereas %achieved is coming up for new metric

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Workflow Case-Sensitive Check Condition

May 4, 2021, 4:40 pm
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Hey all, I'm trying to create a real-time workflow that checks if two fields are the same, including case. The problem I have is that using the out of the box Check Condition returns true if abcd is compared to ABCD. Is there a way to perform a case-sensitive check?

Power Automate will not meet my needs in this case. It must be a real-time dynamics workflow.

Thanks!

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Account Hierarchy

May 4, 2021, 5:15 pm
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Hello All,

I need to display the account hierarchy in the account form itself is there any method to do this?

Note: I am using on premise version. 

Regards,

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Calendar Rule Start Time

May 4, 2021, 8:23 pm
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Hi Folks

Wonder if you encounter similar finding when the start time of calendar rule that is stored on db is always on the start of the day?

For example:
I have set up off time to start on 11:30 AM of the day, however it is stored as 00:00 of the day (Monday, 3 May 2021):

I could calculate the endtime by adding the starttime with duration since it seems that the duration that is stored is the minutes of the day when the rule ends, however, with this data structure, I could not find a way to calculate the starttime.


Basically, I need to know the start and time when the user is off duty based on the calendar (work hours). Does anybody have any idea? Perhaps there is setting that needs to be configured?
Thanks.



Regards,

Jonas

Dynamics CRM 8.2 On Premise

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How can i create a redirectURI for application registration in Azure AD to delegate permission to CRM dynamics

May 5, 2021, 1:44 am
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Hello,

I am new to Azure AD, i need to create an application registration in AD to delegate permission to Dataverse CRM Dynamics, in order to access Dynamics CRM using Authentification Type = Oauth v2

but azure requierse me to provide the RedirectURI, which i dont know from where i can get it, so can any give me an idea how to find it or create it?

For information, i need this RedirectURI to ensure connection to crm using the next connection string that requires the RedirectURI:

example : connectionString = "AuthType=OAuth;Username=jsmith@contoso.onmicrosoft.com; Password=passcode;Url=contosotest.crm.dynamics.com;AppId=51f81489-12ee-4a9e-aaae-a2591f45987d; RedirectUri=app://58145B91-0C36-4500-8554-080854F2AC97;LoginPrompt=Auto"

thanks for your help in advance.

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Take long time while saving the record in Case entity

May 5, 2021, 1:46 am
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Hello,

We are facing the problem while saving the records in Case entity  (only in case  entity) on Dynamics CRM on-prem version 8.2 (take 3-5 minutes) , 

is there any suggestion, please??

Regards,

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Calling Action from Plugin - executing User

May 5, 2021, 6:01 am
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Hello together!

I have a plugin, wich call's a workflow-action in this form:

OrganizationRequest req = new OrganizationRequest("myAction");
var json = "{\"jsonString\": \"" + ent.Id + "\"}";
req["JSonString"] = json;
req["ClassName"] = "aClassName";
OrganizationResponse response = service.Execute(req);

Now I have the wrong initiatingUser because the action runs now with the systemUser.

Is there any possibility to run the action with currentUser?

If I call this workflowAction via javascript the initiatingUser is the logged in user.

thx for your help

©a-x-i

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can anybody suggest me dynamics CRM technical practice scenarios ?

May 5, 2021, 6:06 am
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I am a newbie in Dynamics CRM 365 and i want to know good resources and practice scenarios  of technical part like plugins,custom workflows and ribbon customization ? 

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Email Notification

May 5, 2021, 6:24 am
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Hi All,

Please I need to know all the steps how to create an email notification when an account create a case. 

I want a SPECIFIC team or user to get an email when the case is created.

Note that I'm receiving an email from another company but I dont know how.

How can I do it.

Please I need Help 

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Dynamics 365 CRM Workflows supported in new version or need to convert on Flow/Power Automate

May 5, 2021, 9:07 am
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Hello,

My Client is using Dynamics 365 CRM On-Premises and Online both version and there are 100+ workflow they have created, Background +Real Time Both workflows they are using, now someone told me that Microsoft is planning to deprecated D365 CRM Classic Workflow therefore they are recommending to create the workflow in Flow(Power Automate).

Can't we use this Classic Workflow for next couple of years atleast?? I know that in Power Automate there are more functionalities that's y MS recommending but if we want to use this classic workflow only for Background and Real Time then can we use or need to convert in flow??

Thinking for long time also, if MS will deprecated next year then what??

Please suggest me, what to do for this??

Thanks,

Ankit Shah

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GDM$ create user view gets unexpected error RE: userquery 4230. so frustrating, worked, now doesn't work

May 5, 2021, 12:52 pm
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So I have production users that can no longer save advanced queries as views or share views.  there are users that can still do this.  also, the broken users could do it previously.  They get an unexpected error with reference to entity type code 4230 which is for UserQuery.

The only permission I believe for UserQuery is user level crud permissions and the append/appendTo.  it can be nothing else.  it is user level or nothing.

This error seems to have been around for quite awhile and I have found a couple of solutions, none of which apply to me.

solution 1 - Hierarchical Security, exclude Saved View. We don't use HS.

solution 2 - Ensure you have no plugin which is registered on create of any entity (none).

Also, I have read that this is a bug in previous CRM versions and was supposedly fixed.  

This is another instance of Microsoft not allowing admins to control their apps.  the entire UserQuery paradigm is stupid. 

If anyone has other possible solutions, I would love to hear from you.  

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D365 UCI version - How to obtain team name in C#

May 5, 2021, 1:28 pm
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I need some help, please. I am writing a C# code that should ascertain whether the logged user  is a member of a particular team, called it, Corporate Desk Team, and if yes, grant certain privileges.  I have been able to handle all aspects of the code apart from the Query Expression or FetchXML that returns the name of the team. Could someone help me with a  Query Expression or FetchXML query that can search whether a logged in user belongs to Corporate Desk Team?  Thank you in advance.

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Re : Want to build Outlook Add-In that connects to Dynamics 365 and display custom entity data in Add-In

May 5, 2021, 6:54 pm
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I am having a challenge to implement 2 things.

Scenario:

Have a custom entity with emails in Dynamics 365 and would like user to select from the list in Outlook and send email to them.

Solution 1:

We tried using D365 Apps for Outlook. We are able to show the custom entity list of emails from Dynamics 365 in D365 App for Outlook Addin (see image attached0.  The problem is not being able to add a button to the custom entity grid that when the user click the button it would copy the emails ("Or Text") to the "To" or "Cc" box in outlook (new email message).

I am thinking of putting a command button using "Ribbon Work Bench" on the custom entity. This would be displayed on the list of records on the list view. The problem is to get the javascript to copy the data over to the "To" or "Cc".

Solution 2:

Create a outlook Add-in with Javascript that would connect to Dynamics 365 from the Outlook Add-In and display a list of records from D365 from the list the user would select what they want and click "Copy To" to "To" in outlook message. 

Problem: I can not find a way to connect to Dynamics 365 from Outlook Add-In using Javascript.

Does anyone have the code to connect to Dynamics 365 from outlook Add-in using Javascript?

Thanks 

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Claim based authentication for Dynamics 365 CRM- on-premise application

May 5, 2021, 11:31 pm
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My client wants to access our Dynamics 365 CRM- on-premise application externally using SAMLv2. Currently, the application is used NTLM authentication and it is accessible only in the internal network. I have referred to some of the forums online and found the steps to configure claim based authentication method(docs.microsoft.com/.../gg188575(v=crm.8). I still have few questions before configuring it. Could you please someone answer my queries?
1. If I configure/Implement claims-based authentication: external access, the internal will be still used NTLM authentication?
2. In case I want to disable the claim-based authentication, how do I do that?

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