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Show data in single column for 1:N relationship.

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Hello All Experts,

I need to know to show the data in a single column of a report for 1:N relationship.

e.g

Customer Details and there Business Unit Countries.

Sample Data Of Customer in different Countries
ABC CustomerIndia, China,Finland 
PQR CustomerIndia, Malaysia,Netherlands

I have customer entity with BUCountry having 1:N relationship.

Can anyone help me in resolving this using SSRS reports.


XrmServiceToolkit.Rest.RetrieveMultiple

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How to add a filter for Option Set and lookup field when using XrmServiceToolkit.Rest.RetrieveMultiple ?

Dynamic URL doesn't work

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Hi all, 

I want to open an URL from an entity form with JavaScript. In this form i have two attributes "mrd_telefon" and "mrd_name", the values have to be send to a nother entity wich i want to open in a new window with the given values from the two attributes. The target attributes are "phonenumber" and "to". 

Here is my code: 

var RnNum = Math.floor(100000000 + Math.random() * 900000000);

var serverUrl = "mrd-custom.api.crm4.dynamics.com/main.aspx;extraqs=";

var extRaqs = "&phonenumber=" + Xrm.Page.getAttribute("mrd_telefon").getValue();

extRaqs += "&to=" + Xrm.Page.getAttribute("mrd_name").getValue();

var url = serverUrl + encodeURIComponent(extRaqs) + "&histKey=" + RnNum.toString() + "&newWindow=true&pagetype=entityrecord";

function openNewPhoneCall(){

debugger;

window.open(url);

}

The function is on Load. I get no administrable error message just a simple error. 

The result is the following URL: mrd-custom.api.crm4.dynamics.com/main.aspx;extraqs=%26phonenumber%3D0843164991278%26to%3Dtest_neu&histKey=334057691&newWindow=true&pagetype=entityrecord#847925429

Pleas tell me where is my mistake. 

Thank you very much guys! 

Filtering in Word Template - Dynamics 365 ?

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Hi there!

Is there a way to filter/sort in Word Template? 

I want to show only the active records of an entity based on a field "Status". Is there a way to do it , other than creating custom entity to copy only the active records?

CRM 365 on-premise

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Hi,

We are migrating a crm2011 to crm 365.

A custom silverlight component was build so that the user could attach a Sharepoint document to an email.

A button allowed the users to open the silver light component containing all the information. They could check each document if to be added or not.

Is something similar already existing for crm365, or should we continue to use the custom code?

MS Dynamics CRM certification

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Hi,

I am a Business analyst with 8 years of experience. I am currently working on MS Dynamics CRM tool.

I  am interested in System admin certification. Please help in identifying which one to go for?

Change or Modify Record URL(Dynamic)

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Hello Everybody,

I have a CRM 2015 on premise. I am maintaining it, i was not involved in the installation process. They made probably changes to the server name or url, which has cause problem in the value of Record URL(Dynamic). The value of Record URL(Dynamic) is not correct eg( the actual URL is http://dynap-app01/ but the value of Record URL(Dynamic) is http://dynam-app01/)

How can i modify the value Record URL(Dynamic).

Any feedback shall be appreciated.

Thanks,

Madhu

Using computer environment variables on Unified Service Desk configuration file

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Hi all

we have been asked to configure logs path in USD configuration from computer environment variables. Is this possible? Could you provide a sample?

Thanks in advance


Dynamics users are also created as contacts automatically

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In our Dynamics 365 system it seems that all the users are first of all listed with their username and also with their Queue. But they are also added as contacts and in many cases they are created as contacts multiple times. Meaning I have a user which is listed as a contact 8 times in the system. How can we make sure that users are just listed as users and not as contacts?

With Out passing credentials Run SSRS Report

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Hi All,

 I have created the SSRS report using SQL the values are coming from AX into the data base, for that reason i am unable to deploy that report in CRM instance but i have deployed in Reporting service Configuration Manager and i have created the Ribbon Button in the contact  entity(In CRM instance) when we click on that button the report has to be open (Running on Java Script) i have passed the URL of the report(in the Java Script) its working Fine.

Now the issue is when i am running the report in the visual studio it is not asking the credentials(User name and Password) because i have passed  the Credentials in the data source but when i am opening the report through the Ribbon Button  it is asking me the credentials please help me for the same.

Regards,

Krishna.

Outlook Offline and plugin and workflows.

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Hello All Experts,

May i know what will be the impact on the crm for outlook offline to plugin and workflows.

MSCRM Email messages sent items is not available in out Look sent items

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Hello ,

I am sending emails from ms crm email messages ,but that sent items is not available in user outlook sent items .

Is there any way to get this sent items in outlook?

Regards

Ambar Gupta

System View Filter Properties

Help needed on Server to Server Authentication - Using Dynamics 365 and Web Application

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My client has decided to use the Server to Server authentication method to connect and integrate Dynamics365 and Web Application.

To connect the two applications, we are going to use the Server to Server Authentication method, which is quite new and I need some detials around this if someone has used it.

A) steps on how to integrate the two on Azure i have already checked the MSDN site https://msdn.microsoft.com/en-us/library/mt790168.aspx but need more details around how actually the systems will be integrated if i register the web application on Azure.

B) Anyone knows how the authentication is done on both sides

C) How can we secure this like using certificates as its going to be single tenant

D) Will there be any audit logs or logs available to check 

Many thanks in advance.

Faisal

Get domain name based on the email id

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I am creating a workflow where I need to check condition where the person is associated with the company based on email id & Company's url.

Eg:

Xyz Employee --> xyz@dynamics.com

Company url --> http://www.dynamics.com

So I need to check  xyz employee's email id "dynamics.com" matches company url id "dynamics.com"

Please help with the workflow or code.


There was no endpoint listening at...

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I am using same WCF service at dev-server and production server. On the dev-server everything works fine, but on the production server I'm getting the error:

 

There was no endpoint listening at https://xxx.xxx.xxx.xxx/SharedService/ServiceCrm.svc that could accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if present, for more details.

Inner Exception: System.Net.WebException: The remote server returned an error: (404) Not Found.

 

I can browse to https://xxx.xxx.xxx.xxx/SharedService/ServiceCrm.svc  and https://xxx.xxx.xxx.xxx/SharedService/ServiceCrm.svc?wsdl recieving expected results. I tested some request in SOAPUI and recieve success message. But when trying to call a method on the service I get the error...

Any Updates related to Dynamics 365 for Sales (CRM) - OnPremise for upcoming december release?

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Hi there,

does anyone has any update to OnPremise roadmap/upcoming features for V.9 for Dynamics 365 for Sales?

I have already heard it won't be released before Feb 2018, correct?

Kind regards,

Martin

Dynamics CRM 365 instability

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Hi Guys

We are in the process of upgrading from CRM 2015 onprem to CRM 365 onprem. Our servers are Azure VMs.

We are experiencing unstable behaviour. We have made a staging environment with our existing production env upgraded to CRM 365. However the staging environment will only be available for a few days at a time and then the server needs a restart.

The error that we observe is:

When a user logs in through adfs CRM returns 404.

Restarting CRM services and IIS services is not enough. The whole VM needs restart.

Have any of you guys experienced something similar?

How to Deploy a Portal from one Organisation to Another - Lifecycle Management

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We have a large Portal in Development which we need to migrated the portal customistations (web pages, entity forms, web forms)

What is the recommend routed for deploying from one to another.

We have tried using the ConfigurationMigration Tool, but this fails to completely bring across all the entities data (especially Web Pages).

Does anyone have a recommended method of pulling this data across, without copying manually?

Thanks

Tom

Help on dome fieds

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Hello, my client asked me something I'm not able to do :

in the account enity he would like to see this data:

1) number of opportunities open in the fiscal year

2) number of lost opportunities in the fiscal year and those canceled

3) total value of the opportunities won in the fiscal year

4) value of missed opportunities in fiscal year

He wanto to see this data one the accoun form because he wants also to see in some view he normally use

 Thank you so much

Simona

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