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Exporting dynamics365 to external customers

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Dear all

 

 

I have a requirement from my business departments to expose dynamics365 CASEs to external customers.

I mean, our external customers shall be able to access dynamics365 to create CASE and receive updates on their cases (resolved, cancelled…etc)

 

 

Do you have any recommendation?

Thanks,


How to write multiple AND and OR condition in SSRS Expressions

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Hello,

One of my requirement is as below

IF    Fields!ParameterDate.Value = Fields!ModifiedOn.Value AND

Fields!statuscodeValue.Value = 1 OR Fields!statuscodeValue.Value = 2,

Then 

Count(Fields!ticketno.Value)

How do i write expression in ssrs report . Please help me with this

Thank you.

Dynamics 365 V9.0 Onpremise Installion Error - InstallXrmSystemConvertedSolutionsAction - Failed to load solution Application Common

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Hello everybody,

When I install Dynamics 365 V9.0 Onpremise organization that has Turkish as a base language , an error occured : "Failed to load solution Application Common"

I’ve looked at exception details: "Attribute with Name TransactionCurrencyId already exists on entity Territory"

Is anyone else experiencing this error?

14:11:46| Info| Installing msdynce_AppCommon from C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\msdynce_AppCommon_managed_Package.zip.
14:11:46| Info| Attempting to acquire lock to unzip package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\msdynce_AppCommon_managed_Package.zip to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\PkgCache_9_0_0002_3034\msdynce_AppCommon.
14:11:46| Info| Acquired llock to unzip package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\msdynce_AppCommon_managed_Package.zip to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\PkgCache_9_0_0002_3034\msdynce_AppCommon. Took 0 seconds.
14:11:46| Info| Unzipping package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\msdynce_AppCommon_managed_Package.zip to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\PkgCache_9_0_0002_3034\msdynce_AppCommon.
14:11:46| Info| Unzipped package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\msdynce_AppCommon_managed_Package.zip to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\PkgCache_9_0_0002_3034\msdynce_AppCommon. Took 0 seconds.
14:11:46| Info| Released lock for package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\msdynce_AppCommon_managed_Package.zip unzipped to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\PkgCache_9_0_0002_3034\msdynce_AppCommon.
14:11:46| Info| Found msdynce_AppCommon in cache C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Packages\CRMApps\PkgCache_9_0_0002_3034\msdynce_AppCommon.
14:11:46| Info| PackageDeployer: Starting msdynce_AppCommon install.
14:11:53| Info| Failed to install package msdynce_AppCommon on attempt 1.
14:11:53| Info| Failed to install msdynce_AppCommonException: Microsoft.Crm.PackageDeployment.PackageDeployerException: Package msdynce_AppCommon failed to install on attempt 1.
System.AggregateException: One or more errors occurred. ---> Microsoft.Crm.MultiTenantPackageDeployment.PackageDeployerImportException: PackageDeployerWrapper: Import Failed status encountered. Details: Failed to load solution Application Common, version: 9.0.4.0066. See the log file.
at Microsoft.Crm.MultiTenantPackageDeployment.PdExecutor.Process(PackageDeploymentInputArgs input, JobOutput`1 output, CancellationToken ct)
at System.Threading.Tasks.Task.Execute()
--- End of inner exception stack trace ---
---> (Inner Exception #0) Microsoft.Crm.MultiTenantPackageDeployment.PackageDeployerImportException: PackageDeployerWrapper: Import Failed status encountered. Details: Failed to load solution Application Common, version: 9.0.4.0066. See the log file.
at Microsoft.Crm.MultiTenantPackageDeployment.PdExecutor.Process(PackageDeploymentInputArgs input, JobOutput`1 output, CancellationToken ct)
at System.Threading.Tasks.Task.Execute()<---

[28.03.2019 11:11:47]: PackageDeployerWrapper: Resetting PackageDeployer operation completion state.
[28.03.2019 11:11:47]: PackageDeployerWrapper: Starting PackageDeployer configuration parsing.
[28.03.2019 11:11:47]: Reading the import configuration. Please wait.
[28.03.2019 11:11:47]: Reading the solutions. Please wait.
[28.03.2019 11:11:48]: Found the solution: Application Common, version: 9.0.4.0066 (Managed)
[28.03.2019 11:11:49]: Found the solution: Application Common Patch, version: 9.0.4.0529 (Managed)
[28.03.2019 11:11:49]: PackageDeployerWrapper: PackageDeployer successfully finished configuration parsing.
[28.03.2019 11:11:49]: PackageDeployerWrapper: Starting PackageDeployer import operation.
[28.03.2019 11:11:49]: PackageDeployerWrapper: Waiting for PackageDeployer completion...
[28.03.2019 11:11:53]: PackageDeployerWrapper: PackageDeployer reported status [Failed] during import: Failed to load solution Application Common, version: 9.0.4.0066. See the log file.
[28.03.2019 11:11:53]: PackageDeployerWrapper: Logger LastError: Message: Importing solution threw and unforeseen exception
Source : Microsoft.Crm.Extensibility
Method : Execute
Date : 14:11:53
Time : 28.03.2019
Error : Attribute with Name TransactionCurrencyId already exists on entity Territory
Stack Trace : at Microsoft.Xrm.Tooling.PackageDeployment.CrmPackageCore.ImportCode.BaseImportCustomizations.ExecuteImportSolution(ConfigSolutionFile Sol, String sSolutionImportFilePath)
======================================================================================================================

[28.03.2019 11:11:53]: PackageDeployerWrapper: Logger LastException: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Attribute with Name TransactionCurrencyId already exists on entity Territory (Fault Detail is equal to Exception details:
ErrorCode: 0x80047013
Message: Attribute with Name TransactionCurrencyId already exists on entity Territory;
[Microsoft.Crm.ObjectModel: Microsoft.Crm.Extensibility.InternalOperationPlugin]
[1b830950-e106-4ee1-b3fd-d348cb65dc8d: ObjectModel Implementation]


TimeStamp: 2019-03-28T11:11:53.4037333Z
--
Exception details:
ErrorCode: 0x80047013
Message: Attribute with Name TransactionCurrencyId already exists on entity Territory
TimeStamp: 2019-03-28T11:11:53.4037333Z

Grant access to Child Record Only

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Hi Guys,


I am struggling with a security requirement. I need to give access to a child record of Contacts, but not the parent Contact record

I have two custom entities:

Entity 1 has a 1:N relationship with Entity 2

Entity 2 has a N:1 relationship with Contacts 

My security model is as follows:

BU 1

BU 2

Security Role has BU only access to Entity 1, 2 and contacts

I need to give access users in BU 1 access to Entity 2 records owned by BU 2. The associated Contacts are owned by BU2.

I cannot give access to the contact records of BU2.

 
The problem is that they cannot see Entity 2 records that are associated with contacts outside of their own BU.

I hope this makes sense and someone can help.

How to display response of custom plugin on CRM Web From?

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I have a requirement in which on a form button named Track Shipment  click I need to call my custom plugin which is implementing  FedEx tracking web services (WSDL) 

This service takes tracking number as input & get the JSON response.

Now the issue is how can I display that JSON Response on CRM web form?

Or Is there any other why to full fill this requirement?

Editing a view/grid...

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Hi

If I have an editable view/grid and I make a change to a field there and have a business rule that kicks off on change and shows another field and makes it required, what would happen when I make this change on the view?  Would I get a message that I have to enter something in the required field now or would it just save it still?

Mapping data isn't working

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Hello

I've created two custom entities Campus and Student.  Student has a Lookup field to Campus.

I'd like to be able to create new Student records upon a button click from a Campus record  (I created an 'Add Student' button to Campus entity using ribbon workbench).

Both of the entities have an Address field and I'd like the Address field in Campus to be mapped to the address field of Student. 

In the 1:N relationship between the two entities I used mapping to map both of the fields ,but when I click on Add Student the field Address in the opened Student record remains empty.

What could be the problem here? Is it not how mapping works?

I'd appreciate help

Thank you.

Lead names from Dynamics CRM don't show when they call the Company Owner to their personal phone

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Hi

We have found internally that when CONTACTS in dynamics CRM are calling their personal phones their name (as saved in CRM) displays on the phone they are calling, as caller ID. This is happening even when the contact IS NOT saved in the phone address book, so this is somehow pulling from Dynamics CRM.

However this does not happen for LEADS. So when a lead is calling a member of the teams personal phone, and they exist in CRM, it is just showing the number they are calling off, not their name as the caller ID as it does for contacts.

Can anyone explain to me how this is set up, and why this is working for contacts not leads? All members of the team have the CRM app, so it should be pulling through?

We just need to ensure this is up and working for both contacts and leads. 

Thanks


MS Dynamics 365 Running slow for users 28-03-2019 3.25pm

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Our instance of Microsoft Dynamics 365 CM v9 is running slow when attempting to load pages, there is no notification from Microsoft of any known incident occuring elsewhere.

We are not running any reporting or exports from Dynamics currently that might be causing this issue.

Might anyone have any ideas as to what may be the cause?

Dynamics 365 (CRM) BPF finished break

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Hi,

How can I break the onchange with status "finished" of a BPF in JavaScript?

The Issue is:

the CRM user can click on the finish button in the BPF before the form is saved.

In this case I have to break this event and give a message to user.

best regards

Ziad

Outlook add-in: Attaching email to opportunity only working intermittently

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Hi guys, 

A strange thing is happening in our office where emails are linking to opportunities some days and on other days there are not.

Emailing the same person today and tomorrow could result in no emails attaching or both attaching or even just one. Sending the email from outlook on the web offers the same issue. It might work today and tomorrow it might not.

Before I dive in to the world of Microsoft support, is there anything obvious which has changed in the last couple of months which has made the outlook add-in unreliable?

UCI Interface permission to disable create flow but run existing flows

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Hi all,

Greetings, I have recently upgraded my organization to UCI Inteface and enabled flow so that user can run workflows. however create flow button is coming. I dont want users to create flow only run workflows. please advice if there is setting permission to do so

Thanks in advance

Adxstudio portal v.7 search error: Unable to load DLL 'osafehtm.dll': The specified module could not be found.

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Hello,

We are getting the following error when we try to use the search bar on the home page of our adxstudio portal: 

Unable to load DLL 'osafehtm.dll': The specified module could not be found.

The issues seems to have occurred following a recent update. 

I tried the following steps to resolve the issue, but so far no luck: 

- install adxstudio search solution and enable search service

- reference osafehtm.dll in visual studio portal project (dll file could not be referenced)

Any help with this issue would be greatly appreciated. We have been spinning around for weeks with it now. 

Thank you. 

Product Properties

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Hi everyone, 

I started setting up properties in products, all works fine i can add details etc. 

But now what ? How can i use them ? How i can view them except the inline edit ?

How can i view them them in a subgrid or in a ssrs report or even get statistics out of them ?

Thank you in advance

Chris

CRM 2016 Update Failure at 8.0.0.528 - TargetInvocationException

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Hi,

I am trying to upgrade our existing on premise deployment from 8.0.0.528 to 8.2.003.008. Unfortunately the deployment manager throws the following error when I try to upgrade my instance. According to the xRM Toolbox the priviledge is available. The user is a system administrator.

Any suggestions are welcome.

Thank you very much!
Ralf

16:38:20| Info| CrmAction execution time; InstallDatabaseUpdatesAction; 00:02:54.4208228
16:38:20| Error| Installer Complete: OrganizationDatabaseHotFixer - Error encountered
16:38:21| Error| Exception occured during Microsoft.Crm.Tools.Admin.OrganizationDatabaseHotFixer: Error.ActionFailed Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction
InnerException:
System.Reflection.TargetInvocationException: Ein Aufrufziel hat einen Ausnahmefehler verursacht. ---> System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Principal user (Id=7b22072a-4757-e311-8401-00505694701d, type=8) is missing prvReadmsdyn_PostRuleConfig privilege (Id=6e22414c-af5e-4b61-b49c-719232eeab48)
bei Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, ExecutionContext executionContext)
bei Microsoft.Crm.Extensibility.InprocessServiceProxy.ExecuteCore(OrganizationRequest request)
bei Microsoft.Crm.SE.DllMethodActions.UpdateActivityFeedsCaseAssignPlugin.GetPostRuleConfigId()
bei Microsoft.Crm.SE.DllMethodActions.UpdateActivityFeedsCaseAssignPlugin.UpdatePostConfigRule()
--- Ende der internen Ausnahmestapelüberwachung ---
bei System.RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor)
bei System.Reflection.RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments)
bei System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
bei System.RuntimeType.InvokeMember(String name, BindingFlags bindingFlags, Binder binder, Object target, Object[] providedArgs, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParams)
bei Microsoft.Crm.Setup.Database.DllMethodAction.Execute(Guid organizationId, Nullable`1 operationType)
bei Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseInfo releaseInfo, Boolean isInstall)
bei Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase, Boolean isInstall)
bei Microsoft.Crm.Setup.Database.DatabaseInstaller.InstallUpdate(String configurationFilePath, Boolean upgradeDatabase)
bei Microsoft.Crm.Setup.Common.Update.DBUpdateDatabaseInstaller.ApplyDBUpdates(Guid orgId, Nullable`1 operationType)
bei Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.ApplyDBUpdatesInternal(Guid orgId, String orgUniqueName, String releaseFilePath, Boolean ignoreErrors, OrganizationOperationType operationType)
bei Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.ApplyDBUpdates(Guid orgId, String orgUniqueName, OrganizationOperationType operationType)
bei Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.Do(IDictionary parameters)
bei Microsoft.Crm.Setup.Shared.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
InnerException:
System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Principal user (Id=7b22072a-4757-e311-8401-00505694701d, type=8) is missing prvReadmsdyn_PostRuleConfig privilege (Id=6e22414c-af5e-4b61-b49c-719232eeab48) (Fehlerdetail ist gleich Microsoft.Xrm.Sdk.OrganizationServiceFault).


Cannot access cases from Entitlements

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Hi All,

I am currently unable to access cases from entitlement entity's case sub-grid. The system throws contact admin error.

My security role is System Admin and checked relationships as well as views. Everything looks fine.

Any idea what might be wrong?

Thanks,

RB

Business Rule does not apply to all users

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Hi,

I've created a business rule to lock certain fields after an entity is saved/created ('Created On' contains data). It works for me when I test it, but not for other users. I've tried different scopes and I've also checked that the standard Security Role is set to 'Read' for the Process under the Customization tab. Users who have this Security Role still do not see the Business Rule firing.

Any help would be greatly appreciated.

Restrict Plugin To Process On Views and Advance Find View

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Hi All,

I have a plugin with step RetrieveMulttiple message, which will trigger on task entity. But I want this plugin to process only when user tried to open the form.

But it is firing on the Views and Advance Find. I want to restrict the plugin in the views because it is causing the performance of CRM.

If you see in the below code on Post Operation I am trying to restrict it. 

Please help.  

CRM plugin Target Properties in RetrieveMultiple Message

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Hi All,

Can I get form properties or entity properties for a target in retrieveMultiple message plugin.

Is this doable ?

My code

void OnPostOperationRetrieveMultiple(LocalPluginContext lpc)
{
if (lpc.PluginExecutionContext.InputParameters.Contains("Target"))
{
var target = (Entity)lpc.PluginExecutionContext.InputParameters["Target"];

throw new InvalidPluginExecutionException("IN TARGET");

}

}

Please help

Setting Up Email Profile for O365

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My company is in the process of upgrading to Office 365. Our IT department is the first to get it so we can migrate everything correctly and what not before it goes to the rest of our users.

Since my mail has been upgraded to O365 I lost my ability to use mailbox in CRM with our current exchange email server profile. Has anybody ran into similar issues? I tried Exchange hybrid and Exchange online and both dont seem to work.

Any thoughts?

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