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Portal testing ideas after local account deprecation

January 18, 2019, 6:47 am
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Hi All,

I've been told that MS have deprecated local portal user accounts for D365 portals, in the future all will be external accounts. They're still there today, but not sure how long this will be the case.

The thing is, I find local portal user accounts to be a very convenient way of testing behavior - I've previously created a number of dummy accounts, with dummy contacts holding different web roles. Its then trivial to log in with each dummy account to make sure the views and actions are the correct scope for each dummy user. What with GDPR and other regulations it's important to check the business isn't 'over sharing' the data within CRM.

Once local accounts are removed, i'm not sure how i'd achieve this as simply as i can now.

Anyone here do something similar and have thoughts on how best to approach portal testing with dummy data?

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Datetime field issue on dynamics 365

January 18, 2019, 6:59 am
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Hi,

I am retrieving all accounts data using FetchXML on a console application. When I retrieve data the Date of birth(DateTime) field retrieve is getting -1 day. e.g. If a date of birth is 19/09/1990 then on console application it shows 18/09/1990. How can I solve this problem to get the perfect date?

Thanks in advance

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Apply Upgrade Solution Issue

January 18, 2019, 7:04 am
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Hi Everyone,

I have imported a solution into my Prod instance by using "Apply Solution Upgrade" option to delete one field, but while trying to upgrade solution I realized that the system is trying to delete some other components which are required. Don't know why it is trying to delete the other components but those are required, may be some one removed (not deleted) those components from the solutions in Dev. Now I want to abort the solution upgrade process but I have 2 solutions in my Prod instance. My question is can I delete the "_Upgrade" solution from my Prod instance? Will it cause any issues?

Thanks,

Phani. 

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if there any other way i can insert record from portal to CRM ?

January 18, 2019, 7:16 am
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if i want to insert record from portal to CRM then i will use SUBMIT button or I would use workflow action to run workflow to insert record in CRM from portal.
if there any other way i can insert record from portal to CRM ?

I am asking small small questions because i have started portal and working and learning on it i am from web development background and i am just trying to understand how portal works...

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Opening the new window when User clicks links in Dashboard view

January 18, 2019, 7:20 am
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We have Entity views placed in Dashboards. However when user clicks on any lookup column links in dashboard it opens the record in same window (dashboard) so User has to click on back button to go back to dashboard which gets rest and looses any View related selection made by user. Also user cannot have side by side comparison between dashboard and record form.

Is there anyway so that clicking in dashboard views or even double clicking record row can open it in new pop up window?

Thanks

Mkeer

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what is "Enable Entity Permissions" ?

January 18, 2019, 7:38 am
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when we create entity form there is one check box "Enable Entity Permissions"

what does it mean ?

please give some examples as well . thanks

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what does it mean in web form in portal ?

January 18, 2019, 7:45 am
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can any one let me know what following means ?

1) multi-step navigation

2) branching logic

and please give me some examples as well

thank you

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Editing Field System Requirement

January 18, 2019, 7:47 am
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I am trying to edit fields that are a system requirement on my Cases form but 1) they are not showing up in the Fields section under the Cases Entity and 2) I can't figure out how to not make them a system requirement (this seems to have been the default since we have never used these fields). Help!

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Getting an error when trying to create an account...Business Process error

January 18, 2019, 8:02 am
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CRM 2016 - when trying to create an account, I get the below error.  Wondering how I can resolve this.

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can we fix a broken form editor ?

January 18, 2019, 8:17 am
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Hi 

In our CRM Dynamics instance we have a portal configured, but the form editor is broken:

This translates into the normal editing of Website entities as well.

Should be this: 

It happens in all browsers en for all entities.

Can we fix this ourselves ?

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Why i am not getting workflow action button on contact insert form ?

January 18, 2019, 8:19 am
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I have contact insert form and this is entity form. I have submit button on contact form.

I want another button as mentioned in workflow action and i have created workflow and action button but i am unable to see workflow button on my contact insert form , 

Does any one know why?

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Asynchronous workflow infiniteloop to as update the same entity

January 18, 2019, 8:20 am
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Hi there,

I have two entities (new_primary, new_secondary) and asynchronous worker a workflow (on new_secondary entity).

Entities connected together with lookup (new_primary have in lookup new_secondaryid)

new_secondary have in lookup new_primaryid)

My problem is;

when a record from the secondary entity is deleted, I need to list and delete other secondary records that have some properties. But the workflow entering looping because it is running again during each disable operation. The depth control doesn't work because every time a new update runs for each record, depth 1 is turning. what is solution or have crm a solution?

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Comparing Date Fields for Equality using fetchxml Issue

January 18, 2019, 8:43 am
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Hi,

I am trying to find all the child records where the date field is not in sync with the parent's date field. Both the date fields are kept in sync all the time but some of the legacy data isn't. So, I tried advanced find but soon noticed there isn't 'Does not Equal' operator for date fields. I tried writing a sql query and convert it into fetchxml using xrmtoolbox but that isn't working either. I am getting the date-time format for the [datefield] is invalid or value is outside the supported range.

here is the xml that I converted from sql query which is causing the above error:

<fetch mapping="logical" version="1.0">
  <entity name="incident">
    <attribute name="title" />
    <attribute name="new_name" />
    <attribute name="new_datetime" />
    <order attribute="new_name" />
    <filter>
      <condition attribute="new_datetime" operator="ne" value="new_datetime" />
      <condition attribute="new_name" operator="eq" value="xxxx" />
    </filter>
    <link-entity name="new_details" from="new_eterid" to="incidentid" alias="B" link-type="inner">
      <attribute name="new_cosname" />
      <attribute name="new_datetime" />
    </link-entity>
  </entity>
</fetch>

Please let me know if there is a better approach or what could be wrong with my approach. Thanks for any help!
 

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Getting date of status reason change

January 18, 2019, 9:00 am
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Is there a way to get the last date of when the status reason was set to a particular status reason?

I am writing a console app and want to close cases 3 days after the status reason has been changed to Pending Closure

The long way round will be to add a new field that records the date, but wondering if theres something i've missed

thanks

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"Browse file" (Attach file) button translation on CRM Portal is not working

January 18, 2019, 12:05 pm
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I am working on a 2 language custom portal with a french base.

I created an entity form with file attachment enabled for a single file. 

The button label is the same for both languages. it is not translated to the second language (English). No Snippet or other record for this element.

In Firefox's case there is also a non translated message indicating that there is no selected file. 

I tried to resolve the problem with a Note Entity Form Metadata but it is not working.

Does anyone have any idea how to resolve this issue ? Thank you

This is the code i got from the element using the browser:

<input type="file" name="ctl00$ContentContainer$MainContent$EntityFormControl$EntityFormControl_EntityFormView$AttachFile" id="AttachFile" accept="*" aria-label="Attach a file..."> 

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Send a register from a entity to another in portals

January 18, 2019, 3:12 pm
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Hello everyone my name is Taniguchi and i nedd to do na appointment of hours in portals, to do that i am using two entities from Project servise, Project aproval and time entry, so in dynamics i create a register in timeentry save and there is a button to send to projectaproval for my manger aprove my hours, how can i do that in portals, create a button to send the register to another entitie

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Fetch data and bind to subgrid in Crm d365 online

January 18, 2019, 9:00 pm
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Dear All, I have one requirement like on tab click of Crm form, need to bind subgrid by Ajax call(data from other database)

Can achieve this? If yes then after binding data to subgrid , will that data will get save in CRM for future use?

Thank you.

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Solution to raise the amount of products( quotedetails or quoteproducts) in Quote entity via modal

January 19, 2019, 1:15 am
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I want to add a button in the ribbon of Quote,
When The user click on that, A modal display, with two fields.
One is quoteproduct categories that exist in that quote, that means it searches in the quote product of quote and find all the categories exists in that specific quote and then display them in  a combo box.
Another field is a textbox, which is percentage.
Something like
The end-user clicks on the ribbon button, the modal appears, he/she gives a number to the percentage and select one of the categories; when presses apply button, it find and return all  amounts of the quote products in that quote that matches the user selected category, compute some amount based on quote total amount and the returned amounts and  and insert that computed number into a field in each quote product named overed_amount.
How can I handle this? JS or Plugin?
I prefer to this via JS rather than writing plugin, But can I pass parameters between this HTML or JS file to CRM Form/Forms?
And does anybody have any sample? like this? any suggestion?
I googled and most of Plugin are about writing simple plugin based on existing code.
Can I display modal via plugin?

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Tablet and Mobile app MB2-716

January 19, 2019, 1:16 am
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Hi

I am trying to study for the MB2-716 exam and I am looking at the questions around the tablet app and mobile app. It seems that with v9 and the UUI some features have changed and I am not sure of what to answer questions related to the tablet and mobile app. 

In example, the mobile and tablet app has a limitation of 5 tabs but it seems that now that is not a restriction anymore (tried myself and I can 6 6 tabs in both apps).  Also the entity flag enable for mobile is not being used. 

So what should I answer if I am asked about these topics? Based on the previous version of Dynamics 365 (probably when the exam questions were created) or based on the latest version. I am not sure if the exam is updated when the application is. 

Thanks

TEresa

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Is it possible to add webservice in managed package in MS Dynamics CRM?

January 19, 2019, 4:19 am
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Hi,

I have a RESTful webservice(API) which is host on Azure server. This webservice uses as a mediator between CRM to Web Application. I have seen that Salesforce and Suite/Sugar provide facility to extend API. That means the developer can create external webservice and add it withing the package. So, it saves money. And provide more privacy as most industries needed.

Can anybody please suggest me if it is possible in MS Dynamics CRM?

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