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appSource and Enterprise and Business version of Dynamics 365.

October 11, 2017, 5:48 am
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Hi there!

I have specific question.

I have application on appSource. And on the page of my application I have only support of Enterprise version of Dynamics,

because publishing portal has only selector of four version of Dynamics too:

1. Is exist way to install my application on Business version? Or it only manual way without appsource?

2. And also I see that version of Dynamics such as 

can not support my application installation?

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Dynamics Outlook App not supported in July 2017 v9 Version

October 11, 2017, 5:52 am
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Working with a client who wishes to integrate Outlook with Dynamics, the decision was made to use the newer lightweight Dynamics Outlook App released in the December 2016 update (v8.2) as this was the recommended route. Now previewing the July 2017 update (v9) it does not appear to be supported / included. Is this correct? 

I have been through the steps of activating, approving, enabling and testing email accounts, as well as setting Server Side Synchronisation etc. It just does not appear as an App, the Eligible Users views are not present and the security access role is not present. The client version installs and works fine.

We are using Office 365 so Exchange Online with Dynamics 365.

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MS Dynamics CRM

October 11, 2017, 6:01 am
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When uploading reports on MS Dynamics CRM, where do I choose whether run it under "Run on Selected Records" or run it under " Run on All Records" as shown bellow:

Please help.

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Needs to hide MS notifications - still showing.

October 11, 2017, 6:04 am
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Needs to hide MS notifications -  still showing. 

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MS Dynamics CRM on premise vs MS Dynamics CRM mobile

October 11, 2017, 6:08 am
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Hello.

I have MS Dynamics CRM 2015 on premise (we have plans to upgrade version to 2016 but it dosent matter now).

In my CRM there is a lot modifications, scripts, own workflows and entities. Sales opportunity have more steps, Offer have more acceptance levels etc. Because of that I want ask how working CRM mobile application? 

1. like database interface? - I will be able to see only data but all my modifications from on premise wont work and because of that nothing will work, because most of things are modificated and different than standard CRM version

2. smth like webbrowser? - I will be able to see and use all my functionalities from CRM on permise but by application interface (not by chrome or firefox)

Regards

Pawel

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I dont see competitive analysis-- that + sign to add --- browser setting details to be provided - yes true only axdemo iuser is able to see that ?? All BDMs should see it ..

October 11, 2017, 6:21 am
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I dont see competitive analysis-- that + sign to add --- browser setting details to be provided  - yes true only axdemo iuser is able to see that ?? All BDMs should see it .. 

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CRM entity issue...with saving

October 11, 2017, 6:29 am
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I have users that have been having a problem with the pop-up message when entering health fairs. It seems like when the materials requested field populates, but the user overrides it an puts in a different value, it gives this popup twice when you try to hit save. If you hit OK both times, it will save, but it’s really been a pain and it takes a lot of extra time when they have to enter each line item and hit OK twice on every single one.

Any idea how we fix this?

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Updating the Date field every year.

October 11, 2017, 6:31 am
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Hello Everyone ,

I work with Accounts and Opportunities .

I have created a roll up field on account entity which does the work of aggregating the estimated revenue from the Opportunities which exist with a particular account . I have a field called as Inception date on the form for my Opportunity entity . This is a date only field .

Now I would like to add another filter to my roll up field wherein the condition is to include all the opportunities in the current year .  however When i go to create the condition it does not gives me a range to select . the only options available for any type of date fields is "equals , greater than , less than ".

I would like to aggregate all the opportunities which were created in the current year. Please help

Thank you 

Bart

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How to Migrate personal views, dashboard to dynamics 365

October 11, 2017, 6:33 am
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I want to migrate all users personal views from CRM 2013 to Dyanmics 365.

I tried SSIS package using 'userquery' entity but it only migrate views which are owned by me.

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Sql Server Error solution export

October 11, 2017, 6:42 am
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Hello experts,

We've recently upgraded to CRM 2016 from CRM 2015. This is in sandbox environment.

I am receiving a generic sql server error when I am trying to include an existing entity into a sample solution. This is NOT while exporting, I am just adding the components to solution and it threw this error. Also in an other instance, I've noticed the same generic sql error while clicking on 'Publish All customizations'. Individual form publishing works fine. I've checked event viewer for any errors but couldn't find anything there. How else can I troubleshoot? Please advise.

Thanks for any help.

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Creating large number of child cases

October 11, 2017, 6:53 am
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Hello Everyone!

What would be the best way to create 70 unique child cases with varying users assigned (ownderid) and unique case titles? 

Currently, if we try and create each case from the record tool bar utility "Create Child Case" it takes forever. Is there a way to speed up the process (e.g. use dialog?). There has got to be a better solution for this task.

Thank you all,

John

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Filtered Lookup View - Error

October 11, 2017, 6:59 am
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Hi All,

I'm trying to add a filter on the default lookup view of an entity to exclude a certain record

This works 100% as the record is excluded from the view when looking up records (222 from 223)

The issue is there are 223 records (1 excluded) in the list and the users would want to search for certain records 

if I try to do a search I get an Error below 

I enabled a trace and got this error 

Crm Exception: Message: contact With Id = 052d0423-8b82-e711-80d2-000d3a28fbe1 Does Not Exist, ErrorCode: -2147220969

I'm not sure what the issue is here or if there is an alternative way of doing this

Many thanks!

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Hide Preceding Zeros from Display

October 11, 2017, 7:18 am
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Hi Experts,

Joined this forum only today.  This is my first post in this forum, so excuse me if it is already raised and answered.

Our landscape is that CRM is integrated to SAP ERP System.  In SAP article code is stored with the length of 18 with preceding zeros.  Example Article code 134674 is given to CRM as 000000000000134674 is with preceding 12 zeros.

When the article code is seen in CRM it is oddly shown as 000000000000134674  instead of expected display of 134674.

Is it possible to handle this in CRM to show only 134674.

Sample screen.

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Xrm.Page.ui.getFormType() returns wrongly after initial save.

October 11, 2017, 7:25 am
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I am recently noticing a problem with CRM online  with code that previously worked.

If Xrm.Page.ui.getFormType() is called in onload event scripts, functions called by onload event or even soon thereafter following the initial save of a CRM record the wrong value is returned.  The value 1 of create form is being returned after save so value 2 should be returned. 

If Xrm.Page.ui.getFormType() is delayed or called subsequently to other code the correct value of 2 is returned.

This seems to be a recent bug. 

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Liquid Web Role if statement

October 11, 2017, 7:35 am
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I have used the following if check to hide/show content based on webrole in the past, and it has worked without issue, but recently I have found that it ignore the if and just shows the content...anyone had any issues with it?

Is there another statement besides "contains" to match perfectly against This Role Name?

{% if user.roles contains 'This Role Name' %}

<div class="example">SHOW THIS HTML CONTENT FOR This Role Name web roles</div>
{% endif %}
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How to use $count with expand?

October 11, 2017, 7:57 am
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MS CRM 2015

October 11, 2017, 8:45 am
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HI All,

I am working on one product which was built on MS CRM 2015 on premise. With this product there are some security roles. We implemented this at client side and in new enhancement we created more security roles as per client requirement. Now the scenario is there are many security roles are exist and we need to delete unnecessary security roles from system. 

So what would be best approach to achieve this. 

Thanks In Advance

Regards,

Abhijeet

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Install Profiler Issue

October 11, 2017, 9:12 am
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Hi All,

I'm using Microsoft Dynamics 365 Version 1612 (8.2.1.176) (DB 8.2.1.176) on-premises, and I'm having a problem when I try to install the Profiler with the Plugin Registration Tool. 

I'm having  the follow exception. Has someone had a similar problem ? It's look like some permissions are missing but I can't understand where. 

I'm using the last version of the PluginRegistration and the DLLs are updated. 

Below the error message that I'm having :

<Message>System.UnauthorizedAccessException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #BB646117</Message>

</OrganizationServiceFault>
at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, ExecutionContext executionContext)
at Microsoft.Crm.Extensibility.InprocessServiceProxy.ExecuteCore(OrganizationRequest request)
at Microsoft.Crm.Asynchronous.ExecuteSdkMessageOperation.InternalExecute(AsyncEvent asyncEvent)

at PluginProfiler.Library.ProfilerManagementUtility.ImportSolutionAsyncAndWait(CrmServiceClient service, String prtpath, Boolean publishWorkflows, Boolean overwriteUnmanagedCustomizations, Int32 sleepInterval, Int32 asyncWaitTimeout)
at PluginProfiler.Library.ProfilerManagementUtility.RetrieveOrCreateProfilerPluginType(CrmServiceClient service, String prtpath)
at Microsoft.Crm.Tools.Libraries.OrganizationHelper.InstallProfiler(CrmOrganization org, String prtPath)
at Microsoft.Crm.Tools.PluginRegistration.OrganizationControlViewModel.<>c__DisplayClass27.<InstallProfiler_Clicked>b__1f(Object o, DoWorkEventArgs e)

Thank you very much to everybody !!

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Edit Stake Holder Role

October 11, 2017, 9:20 am
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Hi,

Is there any way to edit the Stake Holder Connection Role?  I need to add the Account as one of the record type so that the Lead to Account connection can be established with StakeHolder Connection Role.

It seems this is a managed role and i am unable to edit this.

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Just Notes.

October 11, 2017, 9:42 am
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I'm looking to add just notes to my custom entity. I have notes select on the entity definition, however in the form editor i cant seem to find the notes icon. There is something called timeline. This adds activities and notes. For clarity sake, is it possible to add just notes anymore? 

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