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Dynamics 365 OnPrem BPF not longer validating TwoOptions Fields after installing roll-ups

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Has anyone come across this issues ?

We have PBFs that has TwoOptions Fields that are mandatory, after installing the latest rollup, those fields are no longer getting validated when trying to move the next stage. Is there a way to solve this? 

Our CRM Version is 1612(8.2.1.173) on prem

Thanks


Order Form Editor UI Issue - fields carrying over past section that contains them and into other section

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Hey all,

I noticed when editing the main Order form in my dev environment (as I've done many times previously with no issue) I'm seeing some sort of UI issue where fields within a tab/section are overflowing into another tab/section where they overlap with other fields. We just updated to version 2016 SP 1 very recently so that could be part of the cause. Has anybody seen this before? Any ideas on how to fix it? I can carefully work around the overlapping and get my work done and it transposes correctly into the actual form when published, still I would like to get this resolved.

Also of note, not sure if this was always present or not, but in that same column there are some subgrids/sections. In one of those sections, there is a blank box that is quite large. This box does not allow me any options to remove it, double-clicking it does nothing, and I'm not sure why it exists or how to do anything with it. This screenshot is from above the previous screenshot within the same tab. 

Invoice Total Tax and Total Amount automatically recalculate

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Good afternoon,

I have an integration that creates an invoice header, along with all the invoice detail records.  The integration also sets the Invoice detail, pre-freight, total tax and total amounts.  All of this works as designed.  

If ANY of the fields on a related invoice detail are touched, the invoice header is recalculated and my tax is wiped out..

Keep in mind that this behavior happens, even if the field is not used in a calculation.  

 

How can I disable this calculation on a record level?  I tried toggling the ispricelocked field, but that does not stop the calculations.

I know it can be disabled system wide in the System Settings, but I need this to functionality on the Opportunity records. 

 

Thank for reading.

Work Order Invoice Products changed to write-in

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Does anyone have this issue where Existing Products that are in a Work Order when invoiced show as a write-in product so it doesn't then have all of it's attributes such as description etc for merging to templates. Below is an image after you double click on the Product from the Invoice showing as a write-in which explains why the OOB Invoice template doesn't render as expected.

Forum Threads Question with regards to Status

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We need to only show forum threads that have a "Status" of "Active" in the Community Portal, currently the "forum threads" screen show all threads regardless if they are active or inactive.

I have reviewed all the Web Templates and cannot find any that are being used to generate the Forum Threads list, how can I go about addressing this so that only "Active" threads appear in the Forums?

Azure Blob Storage Plugin Error - Inheritance security rules violated while overriding member

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Using the following code to update images stored in Azure Blob Storage and CRM Entity.

public void Execute(IServiceProvider serviceProvider) { IPluginExecutionContext context = (IPluginExecutionContext) serviceProvider.GetService(typeof(IPluginExecutionContext)); tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService)); var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); var service = serviceFactory.CreateOrganizationService(context.UserId); // The InputParameters collection contains all the data passed in the message request. if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) { // Obtain the target entity from the input parmameters. Entity OrigEntity = (Entity)context.InputParameters["Target"]; if (OrigEntity.LogicalName != "lm_image") return; try { Entity entity = service.Retrieve("lm_image", OrigEntity.Id, new ColumnSet(true)); Boolean lm_primaryimage = false; String primaryImageFieldName = "lm_primaryimage"; if (OrigEntity.Attributes.Contains(primaryImageFieldName)) { if (Boolean.TryParse(OrigEntity.Attributes[primaryImageFieldName].ToString(), out lm_primaryimage)) { //entity.Attributes.Remove(primaryImageFieldName); } if (lm_primaryimage) { // Cloud Connection String CloudStorageAccount storageAccount = CloudStorageAccount.Parse("DefaultEndpointsProtocol=https;AccountName=XXXX;AccountKey=XXXXX"); // Create the blob client. CloudBlobClient blobClient = storageAccount.CreateCloudBlobClient(); QueryExpression query = new QueryExpression("lm_image"); query.ColumnSet = new ColumnSet("lm_name", "lm_primaryimage", "lm_inventoryid", "lm_imageurl", "lm_imageurlorig", "lm_imageurlcrop", "lm_imageurlcropthumb");//true);//"lm_useformarketing", "lm_name", ); ConditionExpression cStatus = new ConditionExpression("statecode", ConditionOperator.Equal, 0); ConditionExpression cPrimary = new ConditionExpression("lm_primaryimage", ConditionOperator.Equal, true); ConditionExpression cregardingobjectid = new ConditionExpression("lm_inventoryid", ConditionOperator.Equal, ((EntityReference)entity.Attributes["lm_inventoryid"]).Id); //ConditionExpression cregardingobject = new ConditionExpression("regardingobject", ConditionOperator.Equal, entity.Id); query.Criteria.AddCondition(cregardingobjectid); query.Criteria.AddCondition(cStatus); query.Criteria.AddCondition(cPrimary); EntityCollection results = service.RetrieveMultiple(query); List<String> FieldsToUpdate = new List<string>() { "lm_imageurl", "lm_imageurlorig", "lm_imageurlcrop", "lm_imageurlcropthumb" }; if (results.Entities.Count > 0) { foreach (Entity snglImage in results.Entities) { if (!snglImage.Id.Equals(entity.Id)) { Entity cleanEntity = new Entity(snglImage.LogicalName); cleanEntity.Id = snglImage.Id; foreach (String snglField in FieldsToUpdate) { Console.WriteLine(snglField); if (snglImage.Attributes.Contains(snglField)) { AzureImageData azureImageData = new AzureImageData(snglImage[snglField].ToString()); if (azureImageData.Filename.StartsWith("1_")) { CloudBlobContainer currentContainer = blobClient.GetContainerReference(azureImageData.Container); CloudBlockBlob blockBlob = currentContainer.GetBlockBlobReference(azureImageData.Filename); CloudBlobContainer newContainer = blobClient.GetContainerReference(azureImageData.Container); CloudBlockBlob newblockBlob = newContainer.GetBlockBlobReference(azureImageData.FilenameClean.Substring(2)); newblockBlob.StartCopy(blockBlob); blockBlob.Delete();

I get the following error:

"Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=XXXXXX]]: An error occurred in the plug-in.

Inheritance security rules violated while overriding member: 'Microsoft.WindowsAzure.Storage.StorageException.GetObjectData(System.Runtime.Serialization.SerializationInfo, System.Runtime.Serialization.StreamingContext)'. Security accessibility of the overriding method must match the security accessibility of the method being overriden.

at Microsoft.WindowsAzure.Storage.Core.Executor.Executor.ExecuteSync[T](RESTCommand`1 cmd, IRetryPolicy policy, OperationContext operationContext)
at Microsoft.WindowsAzure.Storage.Blob.CloudBlob.StartCopy(Uri source, AccessCondition sourceAccessCondition, AccessCondition destAccessCondition, BlobRequestOptions options, OperationContext operationContext)
at Microsoft.WindowsAzure.Storage.Blob.CloudBlockBlob.StartCopy(CloudBlockBlob source, AccessCondition sourceAccessCondition, AccessCondition destAccessCondition, BlobRequestOptions options, OperationContext operationContext)
at LM.CRM._2011.Plugins.InvPrimaryImages.InventoryImages.Execute(IServiceProvider serviceProvider)Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ErrorCode>-2147220891</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic">
<KeyValuePairOfstringanyType>
<d2p1:key>OperationStatus</d2p1:key>
<d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">0</d2p1:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>An error occurred in the plug-in.

Inheritance security rules violated while overriding member: 'Microsoft.WindowsAzure.Storage.StorageException.GetObjectData(System.Runtime.Serialization.SerializationInfo, System.Runtime.Serialization.StreamingContext)'. Security accessibility of the overriding method must match the security accessibility of the method being overriden.

at Microsoft.WindowsAzure.Storage.Core.Executor.Executor.ExecuteSync[T](RESTCommand`1 cmd, IRetryPolicy policy, OperationContext operationContext)
at Microsoft.WindowsAzure.Storage.Blob.CloudBlob.StartCopy(Uri source, AccessCondition sourceAccessCondition, AccessCondition destAccessCondition, BlobRequestOptions options, OperationContext operationContext)
at Microsoft.WindowsAzure.Storage.Blob.CloudBlockBlob.StartCopy(CloudBlockBlob source, AccessCondition sourceAccessCondition, AccessCondition destAccessCondition, BlobRequestOptions options, OperationContext operationContext)
at LM.CRM._2011.Plugins.InvPrimaryImages.InventoryImages.Execute(IServiceProvider serviceProvider)</Message>
<Timestamp>2017-08-15T23:09:26.2172282Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText>

[LM.CRM._2011.Plugins.InvPrimaryImages: LM.CRM._2011.Plugins.InvPrimaryImages.InventoryImages]
[XXXXX : LM.CRM._2011.Plugins.InvPrimaryImages.InventoryImages: Update of lm_image]


</TraceText>
</OrganizationServiceFault>"

 

Using ilmerge to combine dlls. Any help would really be appreciated.

Field Service Mobile Licensing

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There's a type of license that is for non CRM user.

anyone tried it? and what are the limitation with field service?

Need to Assign 10,000+ Accounts - Best way?

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I was thinking I could do this with a workflow but there doesn't seem to be a way to have it start processing as it needs a trigger..

I guess I'll have to go page by page and use the Assign button??


Display the task owner for tasks in the social pane

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Is it possible to customize the fields we see on the social pane? Is it controlled by a view? We would like to see the task owner without clicking to open the task.

When you are creating it: you see the owner.

Viewing it on the Activities grid, you see the Modified by ...

how to set Sharepoint site as default 'yes' in Dynamics 365

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Hi ,

How to set a sharepoint site setting , default as 'yes' ?

Automatic Case Creation after creation of email

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Hello,

Can anyone please suggest me how do i achieve the scenario that a case should be created automatically by creating  email.

Thanks in advance.

Microsoft will launch its price war with Salesforce on November 1

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Microsoft has been teasing Dynamics 365 for a while now, as is its custom. On Tuesday the company announced that Dynamics 365 will be will be available to customers worldwide beginning November 1.

This is the product that goes head-to-head with Salesforce, as well as Oracle and SAP.

Dynamics 365 is cloud software that has combined what's known as CRM or customer relationship management software - used by salespeople to track prospects and customers (a market Salesforce leads) - with ERP or enterprise resource management software. ERP is financial, manufacturing, and supply chain management software, a market where SAP is the biggest player, followed by Oracle.

This new product is one of the main reasons that Microsoft Dynamics CRM Training bought LinkedIn for more than $26 billion. Dynamics 365 includes new applications that sift through data stored in Microsoft documents, the CRM/ERP system, and social media like LinkedIn to provide sales leads and business insights for marketing campaigns.

Microsoft had previously said that it plans to start a price war with the main CRM players, particularly Salesforce.

On Tuesday, cloud vice president Takeshi Numoto wrote a blog post that shared a few more details about those pricing plans. He explained that Microsoft's new subscription plans for Dynamics 365 will bundle together many popular options, rather than making a company pay for each one per user, separately.

Numoto writes that this "could save four to five times the cost of traditional CRM providers."

While Salesforce isn't known to be dirt cheap - it can cost up to $300 per person per month - enterprise IT departments tend to negotiate prices, so list prices don't always count for much.

In his blog post, Numoto also couldn't resist another subtle dig at Salesforce and its newly announced, much hyped AI product called Einstein, which has been receiving mixed reviews so far . Salesforce has spent hundreds of millions of dollars to acquire the tech and team that built Einstein over the past few years. Plus, CEO Marc Benioff has been saying that AI is the next big wave in software, and will one day be baked into everything Salesforce does.

Meanwhile, Microsoft, with its massive R&D organization, says its been working on AI for "decades."

Dynamics 365 Portal lookup in entity list

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Hi all,

My client wants an overview on their portal of the contacts in Dynamics 365.

In this overview the user must be able to navigate to the detail screen of the contact record and also to the account record (lookup to account).

So I've created an entity list of all the contact records and created an entity form with the contact details.

Any suggestions how I can create an extra detail page of the associated account record?

Hope to hear from you soon!

Installing CRM 2016 in Linux OS

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Hi,

  I need to install CRM 2016 in a Linux environment. Looking online, there were certain posts that it is impossible to do so. Is there anyone here who has experience with installing CRM in a Linux environment ?

How to track users location?

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Hi all, I am using Microsoft Dynamics 365 CRM Field Service. I want to track my technicians location time period when he/she change its location. Is it possible by using Microsoft Dynamics 365 CRM Field Service?

If yes, than How?

Thank you

Regards,

AW


Display a error message when adding same product already present in opportunity product subgrid in opportunity form.

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Hello,

I am looking to write a plugin which will display a error message when one adds a product that is already present in opportunity product subgrid in opportunity form. It should restrict adding similar product. Any help is much appreciated. Thanks.

how can I add email template in workflow in two languages.

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I have to use two languages in CRM . I have created my email template in English and added it to my workflow. I have also created the same Email template in German which I need to add it to the same workflow ,how can I achieve this ..

thanks

How to get OAuthClientId, OAuthClientSecret, OAuthAccessToken from dynamics 365 trial?

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Hello,

I need below values 

  • OAuthClientId
  • OAuthClientSecret
  • OAuthAccessToken

to connect dynamics 365 with some third party application.

where can I get above values?

Thanks,

Ashish

Getting error on Production environment : -2147220970

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HI,

I have registered a Plugin assembly which has some basic functionalities(Even catch exception of plugin is not showing neither any thrown exception). All things are working fine at UAT and Development environment but when I registered the same plugin on the Production environment I am getting below error:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: An unexpected error occurred.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>An unexpected error occurred.</Message>
<Timestamp>2017-08-16T09:30:36.615997Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>

Retrieve Lookup text value when create record

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Quick question,

I want to get lookup text value in my plugin, the plugin trigger on "Create" Message. Usually i use this code to get lookup text value:

string lookup_text = string.Empty;
lookup_text = ((EntityReference)ent.Attributes["new_lookupid"]).Name;


But i check the value through InvalidPluginExecutionException, the "lookup_text" return null, this mean my code above are not working when fire plugin on Create event.

Any workaround ?

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