hi,

i have a requirement to catch the guid of a record by using attribute name of an entity in c#.

In javascript we use getId(),but how can i catch using c#?

One of our requirements is to calculate travel charge(Mileage between service address & company address * 10). I'm wondering whether we can use "Travel charge" field on Account form under Field Service section. I cannot find any documentation around its usage. Can someone guide me on how to use these fields please?

Thanks in advance !!

I am wondering how I can run a business rule when a record gets created.  I don't want it run after that first initial time the record is created. 

Also, how can I look behind the scenes at by business rules javascript?

This is what I need to achieve and have been told It is not doable:  

I have a group of Accounts (and their corresponding cases) that can only be viewed and edited (accessed) by a group of users from Different Business Units in the organization. Its a Privacy Issue). Can I use a team to allow only certain users to have access to an account?I have been reading about Access Teams but it is not clear to me whether the users that are not part of that team will still be able to access the Account. Thank you.

I have spin up a Dynamics 365 trial instance (Plan 1) along with Office E3 Enterprise license to enable email functionality in Dynamics 365 using trial mailbox and exchange online using server-side sync.  With these licensing configurations, I am able to Approve, Test/Enable mailboxes for some dummy users.  

Emails are also going out 'sent' from Dynamics 365 to any valid email address and if sent to the same person, i.e. 'To' & 'From' are same in an email then both sent and received emails are showing up in CRM.

However, incoming functionality of email is not working in Dynamics 365, be it sent from trial user's mailboxes (OWA) or any other mailbox.  Does anybody have any idea, where it might be getting stuck?

In short: Outgoing email is working, but incoming email functionality is not working with Server Side Sync.

How do I edit/update the lead source information after the lead has been qualified and closed? 

Getting an error when using the Outlook Add-In for Outlook 2013.  Retrieval of a page from a CRM server failed due to an error.

See Screenshot: www.screencast.com/.../T5FPF4ehUHnP

I am trying to write a plugin but I seem to be unable to even get a basic one to run. 

few things:

the class is public,

It is signed,

version sdk is 8.2.1.1

Also the profiler will not help do to its own issue (Unexpected exception from plug-in). I have tried to copy and paste the sample code in and get the same error every time.

I am now just try to get a shell that does not do any thing to run. Here is the code 

using Microsoft.Xrm.Sdk;
using System;

namespace basicPlugin
{
public class basicPlugin : IPlugin
{
#region Secure/Unsecure Configuration Setup
private string _secureConfig = null;
private string _unsecureConfig = null;

public basicPlugin(string unsecureConfig, string secureConfig)
{
_secureConfig = secureConfig;
_unsecureConfig = unsecureConfig;
}
#endregion
public void Execute(IServiceProvider serviceProvider)
{
ITracingService tracer = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

IOrganizationService service = factory.CreateOrganizationService(context.UserId);

try
{
Entity entity = (Entity)context.InputParameters["Target"];

//TODO: Do stuff
}
catch (Exception e)
{
throw new InvalidPluginExecutionException(e.Message);
}
}
}
}

Anyone know how to delete a Closed - Posted WorkOrder?

Have deleted all associations I can find except for Actuals which I can't work out how to delete, created a workflow to change to Closed - Completed which it changes the WorkOrder but it stays in an unsaved state and gives this error. I used XRM Toolbox to lookup GUID but no result.

<s:Envelope xmlns:s="schemas.xmlsoap.org/.../envelope"><s:Body><s:Fault><faultcode>s:Client</faultcode><faultstring xmlns:xml="www.w3.org/.../namespace" xml:lang="en-US">The object you tried to delete is associated with another object and cannot be deleted.</faultstring><detail><OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts"><ActivityId>8c128fc6-9a6c-4dff-9a40-9caa4bb42aca</ActivityId><ErrorCode>-2147220953</ErrorCode><ErrorDetails /><Message>The object you tried to delete is associated with another object and cannot be deleted.</Message><Timestamp>2017-10-11T22:28:41.981098Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><InnerFault><ActivityId>8c128fc6-9a6c-4dff-9a40-9caa4bb42aca</ActivityId><ErrorCode>-2147220953</ErrorCode><ErrorDetails /><Message>The object you tried to delete is associated with another object and cannot be deleted.</Message><Timestamp>2017-10-11T22:28:41.981098Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><InnerFault xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><OriginalException xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><TraceText xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /></InnerFault><OriginalException xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><TraceText xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /></OrganizationServiceFault></detail></s:Fault></s:Body></s:Envelope>

This is the log when trying to delete when in Closed - Posted state.

<s:Envelope xmlns:s="schemas.xmlsoap.org/.../envelope"><s:Body><s:Fault><faultcode>s:Client</faultcode><faultstring xmlns:xml="www.w3.org/.../namespace" xml:lang="en-US">A record can't be deleted if the work order has been posted.
</faultstring><detail><OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts"><ActivityId>4d031f48-0ed7-4f10-9f19-0910b26b296c</ActivityId><ErrorCode>-2147220891</ErrorCode><ErrorDetails><KeyValuePairOfstringanyType><a:key xmlns:a="schemas.datacontract.org/.../System.Collections.Generic">OperationStatus</a:key><a:value xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" xmlns:i="www.w3.org/.../XMLSchema-instance" i:type="b:int">0</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key xmlns:a="schemas.datacontract.org/.../System.Collections.Generic">SubErrorCode</a:key><a:value xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" xmlns:i="www.w3.org/.../XMLSchema-instance" i:type="b:int">-2146233088</a:value></KeyValuePairOfstringanyType></ErrorDetails><Message>A record can't be deleted if the work order has been posted.
</Message><Timestamp>2017-10-11T22:30:24.6368222Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><InnerFault><ActivityId>4d031f48-0ed7-4f10-9f19-0910b26b296c</ActivityId><ErrorCode>-2147220891</ErrorCode><ErrorDetails><KeyValuePairOfstringanyType><a:key xmlns:a="schemas.datacontract.org/.../System.Collections.Generic">OperationStatus</a:key><a:value xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" xmlns:i="www.w3.org/.../XMLSchema-instance" i:type="b:int">0</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key xmlns:a="schemas.datacontract.org/.../System.Collections.Generic">SubErrorCode</a:key><a:value xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" xmlns:i="www.w3.org/.../XMLSchema-instance" i:type="b:int">-2146233088</a:value></KeyValuePairOfstringanyType></ErrorDetails><Message>A record can't be deleted if the work order has been posted.
</Message><Timestamp>2017-10-11T22:30:24.6368222Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><InnerFault><ActivityId>4d031f48-0ed7-4f10-9f19-0910b26b296c</ActivityId><ErrorCode>-2147220891</ErrorCode><ErrorDetails><KeyValuePairOfstringanyType><a:key xmlns:a="schemas.datacontract.org/.../System.Collections.Generic">OperationStatus</a:key><a:value xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" xmlns:i="www.w3.org/.../XMLSchema-instance" i:type="b:int">0</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key xmlns:a="schemas.datacontract.org/.../System.Collections.Generic">SubErrorCode</a:key><a:value xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" xmlns:i="www.w3.org/.../XMLSchema-instance" i:type="b:int">-2146233088</a:value></KeyValuePairOfstringanyType></ErrorDetails><Message>A record can't be deleted if the work order has been posted.
</Message><Timestamp>2017-10-11T22:30:24.6368222Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><InnerFault><ActivityId>4d031f48-0ed7-4f10-9f19-0910b26b296c</ActivityId><ErrorCode>-2147220891</ErrorCode><ErrorDetails><KeyValuePairOfstringanyType><a:key xmlns:a="schemas.datacontract.org/.../System.Collections.Generic">OperationStatus</a:key><a:value xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" xmlns:i="www.w3.org/.../XMLSchema-instance" i:type="b:int">0</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key xmlns:a="schemas.datacontract.org/.../System.Collections.Generic">SubErrorCode</a:key><a:value xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" xmlns:i="www.w3.org/.../XMLSchema-instance" i:type="b:int">-2146233088</a:value></KeyValuePairOfstringanyType></ErrorDetails><Message>A record can't be deleted if the work order has been posted.
</Message><Timestamp>2017-10-11T22:30:24.6368222Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><InnerFault xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><OriginalException xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><TraceText xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /></InnerFault><OriginalException xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><TraceText>
[Microsoft.Dynamics.FieldService: Microsoft.Dynamics.FieldService.FieldServicePlugin]
[e9418ab0-f726-453e-8e96-c9242ccdd02b: Field Service: Delete (pre-validate) for msdyn_workorderproduct]
FieldServicePlugin: After calling message handler
FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin:
A record can't be deleted if the work order has been posted.

Microsoft.Xrm.Sdk.InvalidPluginExecutionException: A record can't be deleted if the work order has been posted.

at FieldOne.PluginCommon.Operation`1.Execute()
at FieldOne.PluginCommon.FosPluginBase.ExecutePlugin(ITracingService tracingService, IPluginExecutionContext pluginContext, IOrganizationServiceFactory serviceFactory)
at Microsoft.Dynamics.FieldService.FieldServicePlugin.ExecutePlugin(ITracingService tracingService, IPluginExecutionContext pluginContext, IOrganizationServiceFactory serviceFactory)
at FieldOne.PluginCommon.FosPluginBase.Execute(IServiceProvider serviceProvider)

FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin: PluginLocal.Dispose, Depth: 2
</TraceText></InnerFault><OriginalException xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><TraceText xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /></InnerFault><OriginalException xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><TraceText>
[Microsoft.Dynamics.FieldService: Microsoft.Dynamics.FieldService.FieldServicePlugin]
[f0c87e5e-9330-49e9-91e2-69e429c8e79f: Field Service: Delete (pre-validate) for msdyn_workorder]
FieldServicePlugin: After calling message handler
FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin:
A record can't be deleted if the work order has been posted.

Microsoft.Xrm.Sdk.InvalidPluginExecutionException: A record can't be deleted if the work order has been posted.

at FieldOne.PluginCommon.Operation`1.Execute()
at FieldOne.PluginCommon.FosPluginBase.ExecutePlugin(ITracingService tracingService, IPluginExecutionContext pluginContext, IOrganizationServiceFactory serviceFactory)
at Microsoft.Dynamics.FieldService.FieldServicePlugin.ExecutePlugin(ITracingService tracingService, IPluginExecutionContext pluginContext, IOrganizationServiceFactory serviceFactory)
at FieldOne.PluginCommon.FosPluginBase.Execute(IServiceProvider serviceProvider)

FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin: PluginLocal.Dispose, Depth: 1
FieldServicePlugin: PluginLocal.Dispose, Depth: 1
FieldServicePlugin:
An error occured while processing this request.
A record can't be deleted if the work order has been posted.

Microsoft.Xrm.Sdk.SaveChangesException: An error occured while processing this request. ---&gt; System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: A record can't be deleted if the work order has been posted.

at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, ExecutionContext executionContext)
at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType)
at Microsoft.Crm.Extensibility.InprocessServiceProxy.ExecuteCore(OrganizationRequest request)
at Microsoft.Dynamics.FieldService.FieldServicePatchOrganizationService.PatchOrganizationService.Execute(OrganizationRequest request)
at Microsoft.Dynamics.FieldService.FieldServiceEventSource.LogOrganizationService.Execute(OrganizationRequest request)
at Microsoft.Dynamics.FieldService.PluginCommon.PluginFlagsOrganizationServiceFactory.Service.Execute(OrganizationRequest request)
at Microsoft.Xrm.Sdk.Client.OrganizationServiceContext.Execute(OrganizationRequest request)
at Microsoft.Xrm.Sdk.Client.OrganizationServiceContext.SaveChange(OrganizationRequest request, IList`1 results)
--- End of inner exception stack trace ---
at Microsoft.Xrm.Sdk.Client.OrganizationServiceContext.SaveChanges(SaveChangesOptions options)
at Microsoft.Dynamics.FieldService.Operations.WorkOrderOperation.DeleteReletedWorkOrderProducts()
at Microsoft.Dynamics.FieldService.Operations.WorkOrderOperation.ValidateDelete()
at FieldOne.PluginCommon.EntityOperation`3.HandleMessage(Int32 pluginStage, String messageName)
at FieldOne.PluginCommon.Operation`1.HandleMessage()
at FieldOne.PluginCommon.Operation`1.Execute()
at FieldOne.PluginCommon.FosPluginBase.ExecutePlugin(ITracingService tracingService, IPluginExecutionContext pluginContext, IOrganizationServiceFactory serviceFactory)
at Microsoft.Dynamics.FieldService.FieldServicePlugin.ExecutePlugin(ITracingService tracingService, IPluginExecutionContext pluginContext, IOrganizationServiceFactory serviceFactory)
at FieldOne.PluginCommon.FosPluginBase.Execute(IServiceProvider serviceProvider)

at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, ExecutionContext executionContext)

at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType)

at Microsoft.Crm.Extensibility.InprocessServiceProxy.ExecuteCore(OrganizationRequest request)

at Microsoft.Dynamics.FieldService.FieldServicePatchOrganizationService.PatchOrganizationService.Execute(OrganizationRequest request)

at Microsoft.Dynamics.FieldService.FieldServiceEventSource.LogOrganizationService.Execute(OrganizationRequest request)

at Microsoft.Dynamics.FieldService.PluginCommon.PluginFlagsOrganizationServiceFactory.Service.Execute(OrganizationRequest request)

at Microsoft.Xrm.Sdk.Client.OrganizationServiceContext.Execute(OrganizationRequest request)

at Microsoft.Xrm.Sdk.Client.OrganizationServiceContext.SaveChange(OrganizationRequest request, IList`1 results)

FieldServicePlugin: PluginLocal.Dispose, Depth: 1

[Microsoft.Dynamics.FieldService: Microsoft.Dynamics.FieldService.FieldServicePlugin]
[e9418ab0-f726-453e-8e96-c9242ccdd02b: Field Service: Delete (pre-validate) for msdyn_workorderproduct]
FieldServicePlugin: After calling message handler
FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin:
A record can't be deleted if the work order has been posted.


Microsoft.Xrm.Sdk.InvalidPluginExecutionException: A record can't be deleted if the work order has been posted.

at FieldOne.PluginCommon.Operation`1.Execute()
at FieldOne.PluginCommon.FosPluginBase.ExecutePlugin(ITracingService tracingService, IPluginExecutionContext pluginContext, IOrganizationServiceFactory serviceFactory)
at Microsoft.Dynamics.FieldService.FieldServicePlugin.ExecutePlugin(ITracingService tracingService, IPluginExecutionContext pluginContext, IOrganizationServiceFactory serviceFactory)
at FieldOne.PluginCommon.FosPluginBase.Execute(IServiceProvider serviceProvider)


FieldServicePlugin: PluginLocal.Dispose, Depth: 2
FieldServicePlugin: PluginLocal.Dispose, Depth: 2

</TraceText></OrganizationServiceFault></detail></s:Fault></s:Body></s:Envelope>

Hi,

I cannot access the lead forms either via solution or the site itself.Please help

Hoping someone can help.

I have a SSRS report for Dynamics365 that has a column that's hyperlinked to the the Contact entity.  I'm fairly certain the URL string is correct based on the past several hours of research and testing.  However, I can't get the URL to open correctly from MS Word (2016) or from MS Excel (2016).

If I test the report from Visual Studio, the link takes me directly to the correct Contact record in CRM.  However, when I export the same report to Word or Excel output, the URL appears to be correct when I hoover over the link, but fails to open correctly in the browser.   It seems that only the first URL parameter is recognized. 

Here's the mouse-over on the link showing the full URL:

Here's the resulting URL in the browser after I do a Ctrl+Click to follow the link.  Notice that the logicalname parameter is missing:

The weird thing is, if I use the "Copy Hyperlink" function from the right-click menu in Word, I can paste the URL directly into the browser and the Contact record is displayed as expected.

Anyone have any clues? 

Thanks.

I tried adding the URLs to the blocked sites to get rid of it. BUT I'm looking for other options, is there an additional setting that I can configure in USD?

Hi All,

I want to know about Field One Flow, if you have any document with all step than please provide.

I want chain like first need to create account etc...  

Hi,

There is Server Root URL that I use to perform CRUD operation in CRM usign WebAPI concept. But today I face problem where I was trying to perform select query in On Primise Account(v8.2).

I use this query to perform any type of transactions:

var serverUrl = location.protocol + "//" + location.host;

var req = new XMLHttpRequest();
req.open("GET", serverUrl + "/api/data/v8.0/" + Query, false);

Above way was working fine but today I have found issue while testing in On Primise Account. Above URL didn't work.

Difference I have seen in Settings --> Customize --> Developer Resource

1- On Primise having Organization name and Server Root URL was like: https://internalcrm.abc.net:333/MyOrganization/api/data/v8.2/

    Online doesn't have such Organization name and Server Root URL was like: https://bondltd.api.crm.dynamics.com/api/data/v8.2/

I have tried to use Server Root URL of OnLine. It was working but Server Root URL of On Primise but it didn't give me any data.

Can anybody please suggest me what ServerURL I should pass to perform operation in CRM On Primize?

Please let me know if any one required more information.

Hi,

I am able to install package from AppSource to CRM Online account by passing credentials but I am not able to install package in On Primise account. It says no such CRM account.

Can anybody please suggest me how to install package from AppSource to On Premise CRM account?

Hi,

We have a situation where, after the 365 upgrade, the system started creating duplicate contacts. According to the system the contacts are created by Users but the most likely scenario is that the system somehow created them. The reason being that the contacts are created by the multiple. Each day there are approximately 5k new duplicate contacts...

We've set up a duplicate detection rule which should take care of new duplicates but I checked this morning and the system keeps on creating them. Could it be through Outlook? 

Would appreciate any help we can get.

Best,

Anders

Hi All,

Can someone tell me ASAP, as how to migrate data from Junxure Database to Dynamics CRM Online.

Thanks in advance.

hello,

      I want display entity records on calendar by records dates, I write web api for that problem but i cant call web api data. here is my json, the actual start date is on calendar date to show subject and phone number ..What I do ?

"value":[  
      {  
         "@odata.etag":"W/\"634631\"",
         "subject":"issue",
         "phonenumber":"2465235234234",
         "actualstart":"2017-09-27T05:22:52Z",
         "actualend":"2017-09-27T05:22:55Z",
         "activitytypecode":"phonecall",
         "activityid":"5d6112e7-43a3-e711-8137-c4346bdcbf81"
      }
   ]

thanx..

I am creating Power Apps from that user can fill the record and record should get saved in dynamics 365.

Problem: Whenever i submit the form i get a error stating "Field is Required" or "An entry is required or has an invalid value" and form gets reloaded, whereas i have filled data in all the fields.

Screenshots:

Hello, i wanna ask, i want refresh the entity form at portal page after the form submitted. What should i do?

I mean when we enter the data at the field and submit it, the alert will show up and the history of data we entered has not been deleted. But, i want when we enter the data and submit it, the form was empty (not contain s data)

Thank you,