Hello everyone!
I have a question.
It's about the CRM and SharePoint.
It's like when we upload documents into an entity (whether PDF, Word or Excel file),
that this data is transferred to SharePoint.
Now my question is:
Is there a way to transfer metadata to the documents that are uploaded to the CRM so that you can easily find the documents in SharePoint using this metadata?
Thank you very much for the answers.
Hello All,
The purpose of my project is to create a trigger that will execute whenever a specific CRM task is made. For this example, lets say whenever the user adds a new contact into CRM. So whenever the user adds a new contact into CRM, I want the trigger to just add some credentials of that contact into a company spreadsheet that is located on the company network OR open a MySQL connection and then write these credentials into a separate MySQL database. The reason I am being so vague about the end goal of my project is because we do not neccessarily know what we want this trigger to do yet, but it will lay within the realm of: accessing a MySQL db, opening and writing to a excel file, or opening a console application (located on our network).
Question 1) Is it possible to use a plugin or an Extension to achieve my purpose?
Question 2) I have already made a Sample plugin, attempted to simply open a MySQL connection when debugging but will always receive a MySQL permissions error, similarly to the one shown here https://stackoverflow.com/questions/5212973/request-for-the-permission-of-type-system-data-sqlclient-sqlclientpermission-s , except I do not have access to these settings as a plugin is a class library and the example shown in the link is a web app.
I am using Dynamics CRM and not 365.
How to get my custom workflow name in Custom Workflow code
In the Facets Template I can see that the values for ModifiedOn / Rating and Associated Product are provided out of the box. I wanted to also allow filtering by Related Category. Does anyone know what value that is on the Knowledge Article record to be able to facet by?
Template = Faceted Search - Facets Template
This is the example for Modified on:
{{#ifvalue facetName value="modifiedon.date"}}
{{#if noData}}
{{else}}
<div class="facet-view panel panel-default">
<div class="facet-title panel-heading">{%endraw%}{{ snippets['Search/Facet/ModifiedDate'] | default: resx['Facet_DateModified'] | h }}{%raw%}</div>
<div class="panel-body">
<ul class="facet-list-group"
role="radiogroup" aria-label="{%endraw%}{{ snippets['Search/Facet/ModifiedDate'] | default: resx['Facet_DateModified'] | h }}{%raw%}">
{{#each facetData}}
<li class="facet-list-group-item clearfix control-item {{#if active}}active{{/if}}" tabIndex="{{#if active}}0{{else}}-1{{/if}}" data-facet="{{../facetName}}" data-control-value="{{name}}"
role="radio" aria-label="{{displayName}} {{hitCount}}" aria-selected="{{#if active}}true{{else}}false{{/if}}" aria-checked="{{#if active}}true{{else}}false{{/if}}">
<span class="facet-list-group-item-count pull-right">{{hitCount}}</span>
<div class="facet-list-group-item-title-container">
<span class="facet-list-group-item-title pull-left">
<input type="radio" name="{{../facetName}}" value="{{name}}" {{#if active}}checked{{/if}} tabindex="-1" role="presentation">{{displayName}}
</span>
</div>
</li>
{{/each}}
</ul>
</div>
</div>
{{/if}}
{{/ifvalue}}
Hello,
I am checking in to see if there is an updated answer on this question. Is it possible to show the Opportunities of the normal Account (i.e. parent account) and child accounts on the same grid on the parent Account page?
If not... What do you all think of this methodology involving new fields, background workflows, and form JS display functions. Would look like this, but I would need to repeat for all my entities (appointments, contacts, Opportunities...) and is repetitive data storage.
make sure opportunity has fields [Opportunity Account] and [Opportunity Parent Account]
1) User lookups "Account A" and sets to field [Opportunity Account]
2) Background workflow: If "Account A" has a parent account, set Parent Account of Account A to field [Opportunity Parent Account]
2a) If Account A has not parent account, set Account A to field [Opportunity Parent Account]
3) On Account page, utilize javascript to detect if Account is a parent account. If so, display Grid that utilizes field [Opportunity Parent Account] (rather than [Opportunity Account]) and hide the normal one.
Repeat for other entities.
Other ideas?
Hi I have an existing UAT environment for CRM 2011. It's on a different server and had config data base as well. to bring production data to UAT I did the following steps:
1) took full copy of production database
2) restored production back up to UAT database
3) did run scrip to change the organizationID for UAT database. I looked at config database in UAT environment to find organizationID of existing UAT database
4) run CRM deployment manager, disabled UAT organization and reattached it b. enabled UAT organization
after all of that is still only can open UAT CRM link only under admin account, it does not open under regular account.
what am I missing? thank you
UAT environment initially had dev admin account, production prod admin account. I can't change it bcs I probably logged in as dev admin account already
Our users cannot login and ADFS is redirecting to the following link and receiving the following error.....any ideas?
https://"ourcompanyurl".com/_common/error/errorhandler.aspx?BackUri=https%3a%2f%2fadfs."ourcompanyurl".com%2fadfs%2fls%2f%3fwa%3dwsignin1.0%26wtrealm%3dhttps%253a%252f%252f"ourcompanyurl"%252f%26wctx%3drm%253d1%2526id%253d4c2c7ebd-1979-46e1-9914-c5ad26544a3b%2526ru%253dhttps%25253a%25252f%25252f"ourcompanyurl"%25252fdefault.aspx%2526crmorgid%253d33121b29-b460-e811-9113-0050568e3ff4%26wct%3d2019-03-28T23%253a45%253a35Z%26wauth%3durn%253aoasis%253anames%253atc%253aSAML%253a1.0%253aam%253apassword&ErrorCode=&Parm0=%0d%0a%0d%0aError%20Details%3a%20ID4175%3a%20The%20issuer%20of%20the%20security%20token%20was%20not%20recognized%20by%20the%20IssuerNameRegistry.%20To%20accept%20security%20tokens%20from%20this%20issuer%2c%20configure%20the%20IssuerNameRegistry%20to%20return%20a%20valid%20name%20for%20this%20issuer.&RequestUri=%2fdefault.aspx&user_lcid=1033
I want to embed VSTS work item url something like this (https://dev.azure.com/<orgnization>/<project>/_apis/wit/workItems/372/) in CRM case view page and/or CRM portals case page using iframe. However am getting 'content refused to show error' probably due to the X-Frame-Options Deny/SameOrigin in VSTS or at CRM end. For Portals -> Site Settings -> I have disabled 'X-Frame-Options' entity which didn’t not help
As a work around, I used Chrome extension ‘Ignore X-Frame Headers’ which worked (pic below) , however I looking for a permanent solution to fix this in CRM. Also are there any other alternatives on CRM to embed external site page. Looking for some help here, thanks
Hi all
We are trying to do a simple process whereby an external app on a user's PC launches a browser pointing at a CRM web resource. Fairly simple, and done successfully multiple times, except with our latest attempt, the app we're using to launch the URL pointing at the web resource insists on appending some additional session info to the querystring. This results in a 500 error from CRM Online.
Does anyone know if there is a way to configure CRM Online to simply ignore unknown querystring params? Unfortunately this app is not configurable.
Thanks
James
Hi All,
how to convert a async workflow to a realtime workflow
Thanks in advance...
Hi Everyone,
We are facing one major issue related to Enable Mailbox.
We have a user with System Customize and System Administrator role. When this user Mailbox get enabled with "Office 365 premium license" or "Office 365 E3 license", a system generated automated email get sent to different users.
There is no background workflow, no activities, no rules has been noted which says the email sent details.
I would really appreciate if someone can help me on this regard.
Thanks
Kavita
Hello everybody,
During install Dynamics 365 V9.0 with a base language English, when the progess starts to import CRMSettingsAPIs solution, the setup gives an error "Invalid character specified for solution unique name: CRMSettingsAPIs. Only characters within the ranges [A-Z], [a-z] or [0-9] or _ are allowed. The first character may only be in the ranges [A-Z], [a-z] or _.".
SQL Server Collation: SQL_Latin1_General_CP1_CI_AS
Have anybody ever encountered this error before?
11:06:29| Info| Installing CRMSettingsAPIs from C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\SettingsUIDataSDK_managed_Package.zip. 11:06:29| Info| Attempting to acquire lock to unzip package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\SettingsUIDataSDK_managed_Package.zip to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\PkgCache_9_0_0002_3034\CRMSettingsAPIs. 11:06:29| Info| Acquired llock to unzip package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\SettingsUIDataSDK_managed_Package.zip to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\PkgCache_9_0_0002_3034\CRMSettingsAPIs. Took 0 seconds. 11:06:29| Info| Unzipping package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\SettingsUIDataSDK_managed_Package.zip to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\PkgCache_9_0_0002_3034\CRMSettingsAPIs. 11:06:29| Info| Unzipped package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\SettingsUIDataSDK_managed_Package.zip to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\PkgCache_9_0_0002_3034\CRMSettingsAPIs. Took 0 seconds. 11:06:29| Info| Released lock for package file C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\SettingsUIDataSDK_managed_Package.zip unzipped to location C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\PkgCache_9_0_0002_3034\CRMSettingsAPIs. 11:06:29| Info| Found CRMSettingsAPIs in cache C:\Program Files\Dynamics 365\Setup\Serviceability\Latest\Actions_Org\Install\Solutions\Others\PkgCache_9_0_0002_3034\CRMSettingsAPIs. 11:06:29| Info| PackageDeployer: Starting CRMSettingsAPIs install. 11:06:31| Info| Failed to install package CRMSettingsAPIs on attempt 1. 11:06:31| Info| Failed to install CRMSettingsAPIsException: Microsoft.Crm.PackageDeployment.PackageDeployerException: Package CRMSettingsAPIs 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 Microsoft Dynamics 365 Settings APIs, version: 9.1. 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 Microsoft Dynamics 365 Settings APIs, version: 9.1. See the log file. at Microsoft.Crm.MultiTenantPackageDeployment.PdExecutor.Process(PackageDeploymentInputArgs input, JobOutput`1 output, CancellationToken ct) at System.Threading.Tasks.Task.Execute()<--- [29.03.2019 08:06:29]: PackageDeployerWrapper: Resetting PackageDeployer operation completion state. [29.03.2019 08:06:29]: PackageDeployerWrapper: Starting PackageDeployer configuration parsing. [29.03.2019 08:06:29]: Reading the import configuration. Please wait. [29.03.2019 08:06:29]: Reading the solutions. Please wait. [29.03.2019 08:06:29]: Found the solution: Microsoft Dynamics 365 Settings APIs, version: 9.1 (Managed) [29.03.2019 08:06:29]: PackageDeployerWrapper: PackageDeployer successfully finished configuration parsing. [29.03.2019 08:06:29]: PackageDeployerWrapper: Starting PackageDeployer import operation. [29.03.2019 08:06:29]: PackageDeployerWrapper: Waiting for PackageDeployer completion... [29.03.2019 08:06:31]: PackageDeployerWrapper: PackageDeployer reported status [Failed] during import: Failed to load solution Microsoft Dynamics 365 Settings APIs, version: 9.1. See the log file. [29.03.2019 08:06:31]: PackageDeployerWrapper: Logger LastError: Message: Importing solution threw and unforeseen exception Source : Microsoft.Crm.Extensibility Method : Execute Date : 11:06:31 Time : 29.03.2019 Error : Solution manifest import: FAILURE Stack Trace : at Microsoft.Xrm.Tooling.PackageDeployment.CrmPackageCore.ImportCode.BaseImportCustomizations.ExecuteImportSolution(ConfigSolutionFile Sol, String sSolutionImportFilePath) ====================================================================================================================== [29.03.2019 08:06:31]: PackageDeployerWrapper: Logger LastException: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Solution manifest import: FAILURE (Fault Detail is equal to Exception details: ErrorCode: 0x80048033 Message: Solution manifest import: FAILURE; [Microsoft.Crm.ObjectModel: Microsoft.Crm.Extensibility.InternalOperationPlugin] [1b830950-e106-4ee1-b3fd-d348cb65dc8d: ObjectModel Implementation] TimeStamp: 2019-03-29T08:06:31.2875625Z -- Exception details: ErrorCode: 0x80048033 Message: Solution manifest import: FAILURE TimeStamp: 2019-03-29T08:06:31.2875625Z -- Exception details: ErrorCode: 0x8004F002 Message: Invalid character specified for solution unique name: CRMSettingsAPIs. Only characters within the ranges [A-Z], [a-z] or [0-9] or _ are allowed. The first character may only be in the ranges [A-Z], [a-z] or _. TimeStamp: 2019-03-29T08:06:31.2875625Z -- ). [29.03.2019 08:06:31]: PackageDeployerWrapper: PackageDeployerWrapper: OrganizationServiceFault details: Exception details: ErrorCode: 0x80048033 Message: Solution manifest import: FAILURE; [Microsoft.Crm.ObjectModel: Microsoft.Crm.Extensibility.InternalOperationPlugin] [1b830950-e106-4ee1-b3fd-d348cb65dc8d: ObjectModel Implementation] TimeStamp: 2019-03-29T08:06:31.2875625Z -- Exception details: ErrorCode: 0x80048033 Message: Solution manifest import: FAILURE TimeStamp: 2019-03-29T08:06:31.2875625Z -- Exception details: ErrorCode: 0x8004F002 Message: Invalid character specified for solution unique name: CRMSettingsAPIs. Only characters within the ranges [A-Z], [a-z] or [0-9] or _ are allowed. The first character may only be in the ranges [A-Z], [a-z] or _. TimeStamp: 2019-03-29T08:06:31.2875625Z --
Hi Everyone,
We have a requirement where we need to partial deploy Business Process Flow stages to production environment from Dynamics 365 CRM sandbox environment.
We can easily create Un-managed Solution of a complete "Business Process Flow" to get deploy on production.
Let say we have 5 stages in a "Business Process Flow" and out of 5 we want to use only 2 initial stages to get deploy on production, then How we will achieve this. Please suggest?
Any suggestion/ help would be highly appreciated.
Thanks
Kavita
Hello Everyone !
Hope all of you are well. I want to send pictures of dashboard to specific user daily. So tell me is there any automation way to do this in Dynamics 365 crm like workflow or anyother thing else ?
I wanted to ask all y'all veteran Dynamics folks about your workflow philosophy.
We have many workflows to do various things, setting hidden fields, etc. Over 100. We also have probably too many plugins. We really need to improve performance. So, I'm looking at what we could do with the workflows. Especially since right now, my workflows can't get things done because they are running into the inanility to get alock on the database.
So I'm pondering there are three ways to get this done (there's no question of not doing these things):
I have two entities
Account and Bookings: 1:N relationship
Account can have multiple bookings. I have billing facility field in both the entities. If both these fields in two entities have same value then these records should be associated. that means if i have 12 in account billing facility field and also having the same value in multiple booking records, then all the bookings should be associated to that account. all the bookings records with same value should be visible in bookings subgrid in account.
How can i do it?
Javascript-workflows or custom workflows or plugins?
Hello,
I'm trying to connect my console application to CRM but the OrganizationServiceProxy returns null.
I installed the latest version of Microsoft.CrmSdk.CoreTools and added relevant DLLs
Added the connection string -
<add name="CRM" connectionString="Url=mtxopenuniversity.crm4.dynamics.com; Username:yoadb@mtxopenuniversity.onmicrosoft.com; Password:c.9@tHQC; AuthType=Office365"/>
But it still returns null as shown below -
What could be the problem here? I double checked Url, username and password of connection string .
We have a custom entity for tracking accounts getting compliant on various items called "Tracking", on here is a subgrid with the "items" (entity is called "Items") they need to get compliant on and due date (ie. signage due 3/29/19 or bike rack 4/3/19). We need a way to send emails to the accounts notifying them they are past due on these items.
There are like 30 at a time so trying to set this up where we can select who gets them and send.
The Tracking entity has the account and contact.
1. Can I add the items in the body of the email? I can't figure out how in the email template. If not, do I attach an excel spreadsheet/word spreadsheet (do i need to do doc template)? I can't figure out how to do that either. I've tried.
2. Can I somehow set it up to only send those which are past due (like based on a view "past due items"-showing only those accounts with past due items)?
Can someone help me do this, I have spent time and oddly, what seems like a pretty standard function, I am having trouble doing and putting together.
version v9
I am having to use Internet Explorer for CRM due to a known issue with Chrome that Microsoft is working on resolving this weekend. Every time a new window opens in CRM (open a contact, open advanced find, etc) another window pops open asking me to sign into O365 again. Even if I do sign in again, the pop up comes right back. This makes it difficult to do my job productively. Please advise. This never happens in Chrome. I am on IE 11.
Hi all,
Within our company we have the concept to setup a Problem Cause Solution "database". I was told that the Portals function already has a Knowledge article entity for the build in knowledge base. As this sounded as something we could use for this, I looked into the possibilities. However, I ran in to the following problem.
Our engineers often use images in the Knowledge articles to clarify problems and solutions. The knowledge articles don't have a proper option to embed images easily. The only way that I found was to either host the image as a web resource or as a web file. For these I would have to give all engineers some high privileges for adding these (since we want to let the engineers manage the knowledge articles). This feels quite wrong from an IT perspective.
Is there anybody else with the same issue? how did u solve this? or what would be a better practice to allow images in knowledge articles?
Please let me know if u have any tips or direction I could look into..
Kind regards,
Niels