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Consuming External Web Service with oAuth from Dynamics CRM

October 10, 2017, 12:42 am
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I need to integrate a external webservice to retrieve data. But I need to first authenticate Dynamics CRM to the external Web Service. The Web Service uses oAuth 2.0 and it needs a return URL. I have searched a lot but couldn't figure out how to do it. 

Steps I need to perform

1. Have a Configuration Entity with custom fields which stores the client id etc. 

2. Have a Web Page call the External Web Service authentication URL. 

3. Pass in the credentials. 

4. Once Authenticated, the webservice would call a return URL with the access token + refresh token etc etc. 

5. Dynamics CRM is now authorized to access the external web service using the access token. 

What I cannot figure out.. 

1. How can the redirection works. 

2. How do I trigger Dynamics CRM to get new Access Token before the validity expires. 

We will be testing with both Dynamics 365 and On-Prem. 

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Dynamics 365 - Plugin Registration Tool Profiler Issues

October 10, 2017, 1:06 am
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Good morning.

I am working with Dynamics 365 July 2017 Update and Plugin Registration Tool from the SDK of April 2017 (the last one released).

I need to profile a custom workflow activity but I got issues: sometimes the list of the steps is empty and sometimes the tool crash.

Does anyone experienced similar issues? Have you founded any solution to make it working?

Many thanks for the support.

Daniele

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Lookup behavior on Field Service App

October 10, 2017, 1:14 am
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I have created a lookup view in Woodford for filtering warehouses based on a custom attribute. And I set to the warehouse lookup on Purchase Order entity. If you click once on Warehouse lookup on Mobile form, then it shows records based on my lookup view criteria.

If I double click on + button on Lookup attribute, its showing all the records in the system either it is active or inactive.

Is there any chance to show records in lookup based on one particular view?

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Lookup behavior on Field Service Mobile App

October 10, 2017, 1:18 am
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I have created a lookup view in Woodford for filtering warehouses based on a custom attribute. And I set this view to the warehouse lookup on Purchase Order entity. If you click once on Warehouse lookup on Mobile form, then it shows records based on my lookup view criteria.

If I double click on + button on Lookup attribute, its showing all the records in the system either it is active or inactive.

Is there any chance to show records in lookup based on one particular view?

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CrmException The specified user is either disabled or is not a member of any business unit

October 10, 2017, 1:38 am
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Hi All,

We are currently getting CrmException warning getting logged frequently (2/4 times hourly), will this cause performance issue? What is the issue and how to fix? please guide.

Event code: 3005
Event message: An unhandled exception has occurred.
Event time: 10/10/2017 4:38:59 PM
Event time (UTC): 10/10/2017 5:38:59 AM
Event ID: 067331210e074cd9a3508ee82e2ba215
Event sequence: 79757
Event occurrence: 85
Event detail code: 0
 
Application information:
    Application domain: /LM/W3SVC/1/ROOT-1-131520734233508023
    Trust level: Full
    Application Virtual Path: /
    Application Path: c:\Program Files\Microsoft Dynamics CRM\CRMWeb\
    Machine name: ###########
 
Process information:
    Process ID: 47344
    Process name: w3wp.exe
    Account name: ######\SVC_CRM2015_APP
 
Exception information:
    Exception type: CrmException
    Exception message: The specified user is either disabled or is not a member of any business unit.
   at Microsoft.Crm.BusinessEntities.SecurityLibrary.CheckDisabledStatus(IUser user, IOrganizationContext context)
   at Microsoft.Crm.BusinessEntities.SecurityLibrary.GetUserInfoCommon(IOrganizationContext context, Guid userGuid, LocatorServiceContext locatorServiceContext)
   at Microsoft.Crm.BusinessEntities.SecurityLibrary.GetCallerAndBusinessGuidsFromThread(WindowsIdentity identity, Guid organizationId, LocatorServiceContext locatorServiceContext)
   at Microsoft.Crm.Authentication.CrmWindowsIdentity..ctor(WindowsIdentity innerIdentity, Boolean publishCrmUser, Guid organizationId)
   at Microsoft.Crm.Authentication.WindowsAuthenticationProviderBase.Authenticate(HttpApplication application, WindowsIdentity userIdentity)
   at Microsoft.Crm.Authentication.AuthenticationStep.Authenticate(HttpApplication application)
   at Microsoft.Crm.Authentication.AuthenticationPipeline.Authenticate(HttpApplication application)
   at Microsoft.Crm.Authentication.AuthenticationEngine.Execute(Object sender, EventArgs e)
   at System.Web.HttpApplication.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)

 
 
Request information:
    Request URL: http://crm.######.com/######/Handlers/WebResource.ashx?name=emp_/pages/SearchContact.html&Data=contactnumber=0417232323
    Request path: /######/Handlers/WebResource.ashx
    User host address: ##.##.###.####
    User: ####\T###leD
    Is authenticated: True
    Authentication Type: Negotiate
    Thread account name: #####\SVC_CRM2015_APP
 
Thread information:
    Thread ID: 32
    Thread account name: #####\SVC_CRM2015_APP
    Is impersonating: True
    Stack trace:    at Microsoft.Crm.BusinessEntities.SecurityLibrary.CheckDisabledStatus(IUser user, IOrganizationContext context)
   at Microsoft.Crm.BusinessEntities.SecurityLibrary.GetUserInfoCommon(IOrganizationContext context, Guid userGuid, LocatorServiceContext locatorServiceContext)
   at Microsoft.Crm.BusinessEntities.SecurityLibrary.GetCallerAndBusinessGuidsFromThread(WindowsIdentity identity, Guid organizationId, LocatorServiceContext locatorServiceContext)
   at Microsoft.Crm.Authentication.CrmWindowsIdentity..ctor(WindowsIdentity innerIdentity, Boolean publishCrmUser, Guid organizationId)
   at Microsoft.Crm.Authentication.WindowsAuthenticationProviderBase.Authenticate(HttpApplication application, WindowsIdentity userIdentity)
   at Microsoft.Crm.Authentication.AuthenticationStep.Authenticate(HttpApplication application)
   at Microsoft.Crm.Authentication.AuthenticationPipeline.Authenticate(HttpApplication application)
   at Microsoft.Crm.Authentication.AuthenticationEngine.Execute(Object sender, EventArgs e)
   at System.Web.HttpApplication.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)
 
 

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USD - From CTI Desktop Manager WNR; I would like to search for a match in two entities

October 10, 2017, 1:48 am
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I would like to search for a match in two entities and open a session depending on what type of record I chose. 

Currently, what happens is that what ever is set to be the first one to run from the CTI Searches it is the entity that seems to be recognized by USD. 

What I want to achieve is to dynamically populate the Session Overview and the Session Name based on the chosen record. Whether its a Contact or a Lead record.

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Link Skype for Business in Customize Field

October 10, 2017, 1:56 am
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Hi Guys,

Does anyone know how the standard phone number fields work? I have another field for phone number I tried using javascript to link it to skype but it doesn't work

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Starting Deployment manager gives message Unable to access the MSCRM_Config database. SQL server does not exist or access denied

October 10, 2017, 2:00 am
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Starting Deployment manager gives message Unable to access the MSCRM_Config database. SQL server does not exist or access denied

I'm already member of deployment manager, however still can't get acces.

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How to Assign the leads to specific teams and users by workflow?

October 10, 2017, 2:06 am
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Hi,

I would like to Assign the leads to Specific teams and users automatically based on conditions  using workflows.I have done this assignment using plugin concept.but I want to do in workflow.will it possible? can any one suggest me?  please

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Are multi-entity business process flows supported in mobile offline?

October 10, 2017, 2:11 am
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We have a cross-entity (Appointment-ABC custom entity) BPF on Appointment entity that works great on web and online mobile client.

But gets hidden when the record is opened in mobile offline mode.

Any suggestions, comments would be highly appreciated.

We are on CRM version 8.2 online.

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Global Search - Quick Create uses searched term for first field on form

October 10, 2017, 2:42 am
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Hi everyone,

I discovered an odd behavior regarding the Quick Create functionality when used in the results page of the Global Search. I use Contact as an example, since this is the only entity for which we use Quick Create, but I guess it behaves similar on other entities:

Repro:

1. Search for any term which returns a contact in Global Search

2. Click on the "+" Sign next to "Contacts" to open the Contact Quick Create form

3. Whatever term you were searching for is now pre-filled in the first field on the form (first = the one on the top left). That is, if this field is a text field. If it's an optionset for example, the search term is entered in the next field on the form which is a text field.

This is not a huge issue, but it's a bit annoying for the users. I doubt this works as designed, as I did not find any possibility to change this.

This behavior could easily be fixed with a little bit of JS, but this isn't really a solution: The script would have to be adjusted when/if the form is changed.

So my question is: Is there a supported way to prevent the pre-filling of fields when opening Quick Create from the Global Search page?

This is on Dynamics CRM 2016 On-Premise.

Thanks and best regards,

Alex

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Track Outlook Appointments in Dynamics CRM/365 by default

October 10, 2017, 2:48 am
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Hello everyone,

Is it possible to Track Appointments in Dynamics CRM/365 by default without the user being concerned with clicking the Track button himself/herself?

Thank you.

Simon

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How to Extract All Posts Fields in the Report - Microsoft Dynamic 365

October 10, 2017, 2:56 am
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Hi,

There are 3 fields on the Leads dashboard time line - All Posts - Auto Posts - User Posts.

How to get the All Posts in the Report?

Please do needful.

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CRM 2016 integration.

October 10, 2017, 3:07 am
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Dear Experts,

                          We are running a separate organization in crm 2016 on premises for client, now client implemented there on crm 2016 on premises and they want to integrate their CRM with our crm specially for cases and contacts... So if we create a new contact or case it should show in client crm records and vice versa.

Can any one help me how we can integrate both crm.

Thanks in advance. 

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embedded a form/view in a form

October 10, 2017, 3:17 am
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Hi, 

I'm trying to reproduce the salesorderdetail list in the sales order entity form with my own entities. (2 entities with a 1-N relation)

I'm quite new in dynamics, and i can't figured it out...

The salesorder form show this table as a "list or graph" but i can't find where i can add any list in the form editor...

Can you give me some help for this ? Hope your day is/was/will be fun !

7hanith.

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Add Sitemap update to solution

October 10, 2017, 3:24 am
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HI guys,

Can anyone advise how to add a custom entity to a specific location in the sitemap in a solution?  I know I can add the whole sitemap to the solution, but I would rather just be able to specify where to add the specific entity to the sitemap.

I assume this can be done by editing the XML in the customisations file, but I am unsure of the syntax required.

Please note, I know how to specify the Area an entity appears in, and I know how to edit the sitemap with the XRMToolbox, but I'd like to be able to do this via a solution, but without having to import the whole sitemap

It's probably worth noting that I'm trying to do this with an unmanaged solution

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Description field on Orders on mobile app glitches when trying to type

October 10, 2017, 3:33 am
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The description field in orders seems to glitch on the mobile app iOS. 

When typing roughly 8/9 lines down in the description box, the screen stutters as if its trying to jump to the bottom of the box where the text is but is forced to go to the first line at the top.

Is there a fix for this?

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Change view on mobile app on orders view

October 10, 2017, 3:35 am
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is there a way to change the view on orders view to show other fields rather than just subject and job ID?

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Defaulting to the right Business Process Flow

October 10, 2017, 3:36 am
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Hi All,

we have recently upgraded from CRM online 2016SP1 to 365 for Sales.
The security around Business Process flows and how they are defaulting are different.

I have the following scenario:

Security Role 1

Security Role 2

Business Process Flow 1

Business Process Flow 2.

If the user has only Security Role 1, it should default to Business Process Flow 1

If the user has only Security Role 2, it should default to Business Process Flow 2

If the user has both Security Roles, it should default to Business Process Flow 1

The Order Process Flow is set to:

Business Process Flow 1

Business Process Flow 2

(is it correct that the Edit Security Roles are ignored within the Business Process Flow ?)

The security roles are setup as follows on the Business Process Flows tab:

Security Role 1 has

  • Create, Read, Write, Delete, Append and Append To to Business Process Flow 1
  • Read, Append and Append To to Business Process Flow 2

Security Role 2 has:

  • Create, Read, Write, Delete, Append and Append To to Business Process Flow 2
  • No Permissions checked for Business Process Flow 1

When I now assign only Security Role 2 to the user, it still defaults to Business Process Flow 1 which I can't figure out how come.

Anyone any thoughts to either move forward with or getting a better understanding how this should work?

Thank you in advance.

Jeroen

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Registration Subgrid is not loading Properly - Not showing all rows with missing pagination.

October 10, 2017, 4:23 am
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Hi All,

I have 2 forms for Customer entity one is 'Desktop View' and second is 'Laptop View'.

Observed this issue with ‘Desktop View’ only. Compared customization done for ‘Desktop View’ and ‘Laptop View’ found difference for component positioning, width, Guid only. Properties of Registration tab is also same in both of the forms.

In the 'Desktop View' subgrid is not laoding properly i.e showing only 3 rows out of 5 rows. Once we click on any column header or refresh the subgrid then only its showing all rows and pagination in footer. On the other hand working fine for another view i.e. 'Laptop View'.

Searched on CRM community, found same kind of problem people faced with subgrid paging, but didn’t see any proper resolution there for CRM 2016. Some guys are saying as it is an existing Bug in CRM Dynamics since CRM 2013 version. I can fix this issue by refreshing the subgrid on onLoad event but I need to find the actual root cause. Please suggest.

Thanks

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