I am looking at some of the Portal capabilities that come with Dynamics 365.
What I am wondering, is there a way to configure them or any addons where we can load files for our clients, or our clients can upload files for us on the portal.
Specifically I am looking at the PSA portal, but assuming the ability would be there or not for all portals.
Thanks in advance.
Hi,
Why is crm discovery svc and crm meta data svc are used?
What is the difference between both?
Please help me understand with examples
Thanks!
codes same like following:
var exp = new QueryExpression("table1"){
columnSet=...,
LinkEntities={
new LinkEntity("table1", "table2", "key1", "key2", oinOperator.Inner){
EntityAlias = "t",
Columns = ...
}
},
Orders = {
new OrderExpression("t.sortColumn", ...)
}
}
error message: "table1" entity doesn't contain attribute with Name='t.sortColumn'.
but the column is exists.
I wonder to know how to resolve it. thanks.
Hi all,
All of a sudden, the below error started popping up to different US D365 environments since last night. It looks like a Microsoft plugin issue which has bugs (perhaps in their last background update)
I've opened a ticket though, however, has anybody encountered this before or done anything to overcome this, if so? This error occurs when we click on Next in the Business Process Flow.
Error -
"Unhandled exception:
Exception type: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]
Message: An unexpected error occurred.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>83f7359c-d077-472f-ac27-6ee0193458b1</ActivityId>
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>An unexpected error occurred.</Message>
<Timestamp>2019-01-17T15:26:56.01687Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText>
[Microsoft.Dynamics.Sales.Plugins: Microsoft.Dynamics.Sales.Plugins.PreOperationBpfInstanceUpdate]
[5292f5d5-093a-41ef-ab6a-e0f60f3e8008: Microsoft.Dynamics.Sales.Plugins.PreOperationBpfInstanceUpdate: Update of bpfinstance]
Entered Microsoft.Dynamics.Sales.Plugins.PreOperationBpfInstanceUpdate.Execute(), Correlation Id: 2e0e168b-143d-4c15-ac19-2105d5fff94e, Initiating User: 7c925636-34f8-e611-811f-c4346bad6748
Exception: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: An unexpected error occurred. (Fault Detail is equal to Exception details:
ErrorCode: 0x80040216
Message: An unexpected error occurred.
TimeStamp: 2019-01-17T15:26:55.9948710Z
--
Exception details:
ErrorCode: 0x80040216
Message: System.ArgumentException: Invalid name character in 'OptionalParameter[]'. The '[' character, hexadecimal value 0x5B, cannot be included in a name.
TimeStamp: 2019-01-17T15:26:55.9948710Z
--
)., Correlation Id: 2e0e168b-143d-4c15-ac19-2105d5fff94e, Initiating User: 7c925636-34f8-e611-811f-c4346bad6748
Exiting Microsoft.Dynamics.Sales.Plugins.PreOperationBpfInstanceUpdate.Execute(), Correlation Id: 2e0e168b-143d-4c15-ac19-2105d5fff94e, Initiating User: 7c925636-34f8-e611-811f-c4346bad6748
</TraceText>
</OrganizationServiceFault>"
Hi experts,
We are using the sharing feature of Dynamics CRM to share records with different teams and users. This feature is working fine however we are experiencing a strange issue, when we share a record (Lead/Opportunity/Quote etc.) it adds an entry to the PrincipalObjectAccess table. It works fine but then something clears almost all of the PrincipalObjectAccess entries over the night. We are not sure that what is clearing the PrincipalObjectAccess because there is nothing out of the box that can clear this table until we delete the associated record. For example, when we share the LeadXYZ, Dynamics CRM adds an entry to the PrincipalObjectAccess table, and that entry will remain there no matter what until the LeadXYZ is deleted.
I am curious anyone else has experienced the same issue? What could be the possible cause of this issue?
Regards,
Yaqub
Hi,
We have build custom app on top of Dynamics 365 CRM. We have a requirement to use a rich text editor (for bullet lines & font styling for now). So we have used custom plugin CKEditor (Link) as RTE for one of the form field. When we are trying to render the content on RTE we are successful in getting the styles. But when we saved the form content and used it in Document Template, we are viewing the content as plain HTML tags, unlike getting the styles rendered as if it is an HTML page (When downloaded and viewed using MS Word).
We are expecting that MS Word should open the file as HTML and do not show the HTML tags, but styles. Is there a way we can achieve it. We have also tried using OpenXML to convert the content from HTML to docx while saving as well (Link). But was not successful.
Any help is appreciated :)
Hi there ,
I've developed a basic plugin in vs 2017 using a class library for the the dynamics crm and deployed it using the xrmtoolbox iv'e configured the build process using the link but on running the solution i am getting this error attached in screenshot.
What can be the problem? am i missing something
Thanks.
Hi all,
Please someone help me on this, I need to set the most recent record from the subgrid on the form. As my subgrid can display only 4records/page, with in that page code is working fine. But when I create a 5th record it’s getting the total record count 5 and it’s not updating the most recent record which is 5.
Thanks in advance
Hi
A customer of ours wants to be able to use a Excel Template for a single record. Is this in any way somehow possible? With JS or Workflows or is it OOB?
Best regards,
Manuel
Hi,
I have a requirement in which I have to create a routing rule for case entity and Assign the case to a user on selecting a prticular option set in case entity.
But I am not able to view my case in Queue item if I route it to a particular queue.
Thanks in Advance :)
The Lead form had a control Name for the field fullname that when clicked on opens a popup control to enter first name, middle name and last name (see screenshot below).
We would like to add a field to this popup (initials) or create our own popup, but we're unable to figure out how this is done.
The form XML does contain a hiddencontrol named fullname, but we see no link to first, middle and last name.
<hiddencontrols><data id="fullname" datafieldname="fullname" classid="{5546E6CD-394C-4bee-94A8-4425E17EF6C6}" /></hiddencontrols>
<control id="fullname" classid="{4273EDBD-AC1D-40d3-9FB2-095C621B552D}" datafieldname="fullname" disabled="false" uniqueid="{5b3a7ad6-5184-ed4e-603d-95aa96820bbc}" />
The description of the fullname field says it combines first, middle and last name, but again, we cannot figure out how this is done.
Hello
I have made an SSRS report using fetch XML
I have a table and grouping which is working fine
I want the total of the report in column
I am able to do it in a row but not in column
Please help thank you
Very basic question that I am struggling to find the answer to. I have created my CRM Portal and enabled the new SharePoint Integration features on the Portal. I am going to use Portal to give externals customers access to the SharePoint library associated with their CRM Entity. Question is will this work if the SharePoint setting on Office 365 is not set to allow sharing with externals?
I am assuming it won't but can't see any mention of it in any documentation.
Can any one please help me to configure IBM Tivoli Federated Management in Dynamics 365 Portal.
For more information, I am following the details from the below URL,
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/configure-saml2-settings
Please reply me if you need any information.
I already configured for "Google Login" and ADFS SAML2 authentication in Portal Settings and it worked fine from the portal and in the same way I need to configure for IBM Tivoli Federated Management.
Thanks in advance
Sharath
Can we expire an invitation link created with Survey Activity Invite (Voice of Customer)? Expire Meaning - Someone opening that link after survey activity due date should see some expired message on page and he should not be able to answer the questions.
Another Query: Is there any OOB functionality to cancel the survey invite when the due date in the activity is crossed.
What are the drawbacks and precautions to be taken while using "time out" or "wait" in System Workflow Dynamics 365 online
Hi guys,
we use Microsoft Dynamics as CRM tool. Different mailboxes are integrated in the solution, and different People are allocated to the corresponding mailboxes. Unfortunately, it is possible to send out mail out of the Mailbox "on behalf" with a different user.
Example - Michael Meier is user and allocated to the "Dynamics Mailbox" and out of this Mailbox he wants to send an mail for a dedicated object/Transaction within Microsoft Dynamics in his Name on behalf of the Mailbox.
Unfortunately, it is possible for Michael Meier to choose another user of the Mailbox as Sender, e.g. Oliver Bauer.
An email can be sent with "Oliver Bauer on behalf of Dynamics Mailbox", it never leaves the application, BUT it is attached to the corresponding object with Status pending, which leads to confusion and Frustration.
Can you Name a solution, how it can be de-activated that every user of the Mailbox can be Chosen as Sender?
Thank you very much in advance!
Hello everyone, my name is Taniguchi and put the psa entity msdyn_timeentry in portals but when i try to save the register is giving na unknown error [3682c34b-0322-4335-9d1e-b5250710d8c2]
Does anyone konows how i put psa into portals ?
Hello guys,
I have problem with Ribbon Workbench. I want to add button on homepage grid and add JavaScript on it.
I've added a test JS and added button in solution. I can see button but it doesn't work.
When I go to developer tools I can't see JS which means that button is not connected with JS.
Can you help me to set up button in Ribbon Workbench for button to work? Do I need to add Display or Enable rule maybe? I don't know what to do because I use RW for buttons on form and it works properly.
Btw JS code is proper and simple just to test.
This is how I set button.
Any feedback would be grateful
Hi there,
I'am trying to develop a simple plugin for the contact form.But when i try to get the selected of the nationality lookup value i get this error in trace log
<TraceText> init if block statement before logic --------------------------- enity exist in image ---------------------------------------- 1 ---------------------- nationality ---------------------- ----------------------1---------------------- ----------------------2---------------------- -------------------parent exception----------- Object reference not set to an instance of an object. </TraceText>
below is the code of the plugin
EntityReference nationtype = entity.GetAttributeValue<EntityReference>("new_Nationality");
tracingService.Trace("----------------------1----------------------");
//var nationunit = service.Retrieve(nationtype.LogicalName, nationtype.Id, new ColumnSet(true));
tracingService.Trace("----------------------2----------------------");
string nameField = nationtype.Id.ToString();
tracingService.Trace("----------------------3----------------------");
tracingService.Trace(nameField);
tracingService.Trace("------------------------4------------------------");
Why is this not working?
Thanks.