When attaching a file to an already existing note, it is not synced with Azure BLOB due to a KeyNotFound Exception in Plugin Step On Post Update of note.
Solution: MicrosoftLabs.AttachmentManagement
Assembly: MicrosoftLabs.AttachmentManagement.Plugins
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MicrosoftLabs.AttachmentManagement
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Security Role - Account Ownership Access
Hi All,
I'm trying to get my head around why the below scenario is not working as I expect. All I'm trying to do is separate Account access at user level.
Example:
User A is within the Root Business Unit
User B is within a new Business Unit Created 'Sales Department'
User A has been assigned the System Administrator Role
User B has been assigned the Sales Team Member Role
I have modified the Sales Team Member Role that User B is assigned to so that you can only view Accounts where you are the Account Owner
However, when I login to the client I still see all of User A's Accounts where User A is the owner.
Can anyone direct me where I'm going wrong please.
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D365 Field Service - Importing Data in the correct order
Hi all,
We have a need to migrate data from an old Prod instance to a new Prod instance, from the ground-up.
Does anyone have documentation of the exact order in which to import records? Obviously some entities are intuitive (User, Org Unit, Account, Contact, Price List, Product, etc.) but is there a list that exists somewhere of which tables to import first / in what order (not including custom entities, obvs)?
This would also include the Field Service Settings records (i.e., Admin or Config records) like Bookable Resources, Bookable Resource Characteristics, Resource Cat, Resource Pay Types, etc.) and the order in which to import data from these also.
It would be extremely handy to have this ordered list of entities to import...any suggestions are very appreciated.
Thanks!
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Re : How to connect to Dynamics 365 (custom) entity from custom Outlook AddIn
Is there a way to connect to Dynamics 365 from a custom Outlook AddIn (JavaScript)?
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Microsoft.Xrm.Client Deprecation?
Would anyone be able to give me a definitive answer on whether Microsoft.Xrm.Client has been deprecated?
I'm aware that it was dropped from the CRM 2016 SDK in favour of the Microsoft.Tooling framework however I can't find any official Microsoft documentation stating that it has actually been fully deprecated.
ie Microsoft's Microsoft.Xrm.Client page mentions nothing about deprecation - docs.microsoft.com/.../gg678407(v=crm.7)
NB We have a legacy application still using this object and compiling and running in a production environment which doesn't tally with the object having been deprecated.
More to the point anyone know if Microsoft have any plans to fully deprecate?
Thanks.
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Option set not showing in the StringMap table
Hi Guys,
We have updated few option sets using the XRM tooling followed by publishing all customizations.
Inserted new options sets are showing properly on the UI, but few of them are not available when we query (SQL) the StringMap table.
We are using CRM version 8.2 and its a Global Option Set.
Is there any way to refresh or populate StringMap table?
Thanks in advance.
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Managed vs Unmanaged Workflows
Hi There,
I'm new to managed solutions, so apologies if the question is easy.
I'm exporting my solution from UAT (TEST SITE) into PROD as managed solution. I've noticed that I now have duplicate workflows in my production site. One workflow will say "Managed" and the other will say "Unmanaged". Is this supposed to happen?
Thank you in advance for assistance.
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Form for CRM Dynamics 8.2 on premise
Hi Everybody,
Do you know if "Form" is available in CRM Dynamics 8.2 ( on premise) ? (Sales & CS & Marketing)
Thanks
Regards
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Dynamics Portal fetchxml not retrieving all attributes that are passed in fetchxml query
Hi i have been trying to fetch a simple lookup field from contact entity but its not giving any values other than fullname
can somebody suggest what i might missing
here is the code
please help
{% if user %} {% assign contactId = user.id %}
<div>
<p style='text-align: center;'><strong>{{contactId}}</strong>
</p>
</div>
{% fetchxml projects %}
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="contact">
<attribute name="fullname">
<attribute name="emailaddress1">
<attribute name="contactid">
<attribute name="new_project">
<order attribute="fullname" descending="false">
<filter type="and">
<condition attribute="contactid" operator="eq" uitype="contact" value="{{contactId}}">
</condition>
</filter>
</order>
</attribute>
</attribute>
</attribute>
</attribute>
</entity>
</fetch>
{% endfetchxml %} {% for result in projects.results.entities %}
<div name="content">
<h2> {{result.fullname}} </h2>
<h2> {{result.emailaddress1}} </h2><h2> {{result.new_project}} </h2>
</div>
{% endfor %}
<p>No Announcement {{projects.results.entities.size}}</p>
{% endif %}
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Sync marketing lists with Mailchimp.
Hi Community. I was wondering what anyone would recommend to enable the syncing of a marketing list from D365sales to Mailchimp?
My goal is to enable drip marketing EDM from Mailchimp to the various lists contained in Mailchimp, (automatically updated by the integration each time the values are met from incoming leads in d365sales).
Thanks in advance.
s
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I need a Calculated no of participating records in Actual opportunities in Goals in D365 online for getting average of the revenue of opportunities.
I have already defined one goal for revenue and want to show a avg revenue achieved on chart on dashboard. If anyone can help with how to get the no of partivipating records on Actual on Goals!!
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I need a Calculated no of participating records in Actual opportunities in Goals in D365 online for getting average of the revenue of opportunities.
I have already defined one goal for revenue and want to show a average revenue achieved on chart on dashboard. If anyone can help with how to get the no of participating records on Actual on Goals!!
Is this possible with any sort of configuration?
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Web resource initial time in CRM V9 -on promise
Hi All,
When we upgrade our system to CRM 9.0 , we meet some difficult issue for web resource.
Background : 1. We set [Use legacy form rendering] to No. 
2. As there many section on form page , we set some section not expend by default . 
3. In this section we will display our web resource. And for some reason, we need get some info from sections when CRM page on load.
Description:
Usually page should not be initialize until the section be expand. But the page initial when page load, as we called "control.getControlType","control.getName","control.getObject" function in form load event.
And when the page initialed, the window width value was 0. This will causing some page problems.
Other:
1.If set [Use legacy form rendering] to Yes, web resource will not be initialize until the section be expand.
2. If set section expand by default, when web resource initial, window can get the correct width value.
3. If not call above functions, the page will initial when the section be expand. This kind page will display well.
My question:
The above solution does not meet my needs, anyone has other ideas ?
Anyone knew what happened in getControlType,getName,getObject function for control ? Why these function will trigger web resource initial? Is this a knew issue?
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Data Integration: Project Scheduling is not Synchronizing data
Hello All,
We have created a Data Integration Project, and a Connection set is between Dynamics Finance and Operation and Dynamics 365 Customer Engagement.
From F&O side we have taken Contact V2 table and mapped with Contacts Table from D365 CE. The Project, Connection set and Task works fine, if the Project is Run Manually, however if the project is set for Scheduling, the Scheduled jobs does not gets triggered. Apart from this, if we run Project manually again, it creates a duplicate records in D365 CE. We have enabled Duplicate Detection Rule on D365 CE Contact table, and also created Keys to restrict the creation of Duplicate data, however if Project is still executed Manually, then system creates duplicate records.
Below are the screenshots of Scheduled Job:
Thank you in Advance.
Regards,
Prashant Gamare
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SharePoint integration - move files into folders using Document Associated Grid
Our Dynamics users want to be able to create sub-folders in a document location and then move existing files into those folders via the Document Associated Grid.
Does anyone know if there is a way to move files into sub-folders via the Document Associated Grid? I have tried dragging and dropping and also explored all the command bar options but, apart from Open Location (which takes the user to SharePoint itself), I cannot find a way to do this. Our users are not being given direct access to SharePoint.
Any help gratefully received.
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Dataverse Connector Not Returning All Results When Group By Clause Is Used
I am using the Dataverse connector in a Logic App. I am applying a Group By on the results so I only get results back that are unique for the field in question. Without the group by there are around 2700 results. However when I apply the group by the connector only returns 512 results even though there are around 1600 unique results.
I am wondering if the Pagination Threshold of 5000 is not being respected here? Any one know how I can get it to return all the results?
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Not able to EDIT Dashboard in CRM 2015 OnPremises when I "Edit Component" in Chrome or EDGE browser (It's working fine in IE)
Hi Everyone,
I am working CRM 2015 OnPremises version.
I am not able to EDIT Dashboard, when I select "Edit Component" from my custom "Dashboard" and change "default view"(Marked in red with arrow) and press save/set, It's not working in Chrome Version 90.0.4430.93 (Official Build) (64-bit) and EDGE browsers. (It's working fine in IE). CRM 2015 Version (7.0.0.3543) (DB 7.0.0.3543).
Here is a screenshot:
Thanks in advance. please provide me a solution for this issue.
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Sales hub app missing - security roles
Hello everyone!
I have a Sales Hub application that has the Sales enterprise app access security role attached to it. However, my users are suddenly being "kicked out" from this security role, meaning that today they have the security role and tomorrow, the checkbox is blank.
For example, today, they can access the application just fine (as they have the role attached), however, when they access it another time, they cannot see the Sales Hub app anymore. When the security roles are checked, it is found that the Sales Enterprise app access is not assigned to the users (checkbox is blank).
Has anyone ever encountered such an issue or know what's happening here? Is there any logical explanation to this?
Greatly appreciate your input.
Kind regards,
Marie
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how to check if File is uploaded to sharepoint
D365 online is integrated with Sharepoint. There are few records with files uploaded to sharepoint and few are noy having. How do I find the list of all Records(Accounts) which has file in the sharepoint!!
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how to configure portals in dynamics crm trial (new updated version 2021) instance?
Hi all can anyone tell me how we can configure portals in dynamics 365 trial instance of a newly updated version cause in a youtube videos i saw that in admin centres->all admin centres->dynamics 365 but in newer version it is somewhat like this
In the newly updated version is it done through powerapps ? can anyone help with my query
Thanks & Regards
Ainee Ahsan
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