hi,
We have a custom Bot, which creates/ Updates a record in CRM through Web API(integration). Is there any way to know whether a change has occurred in the current record without refreshing the form. Auto reload function is also okay, but will i be able to implement an upload function on update of a record through integration.
Hi,
Can anyone tell me what happens to a Users logs once the user has been removed from Dynamics?
If she has worked on Leads or Opportunities, how can I check which she has worked on after she has been removed? Does her account revert to a generic 'System' account?
Thanks as always.
hi there,
I am trying to migrate some data so that the GUIDs are preserved between the two environments, I have managed to export the schema file using the tool and then import it to the source environment but when I checked the GUIDS of the records are different, I have followed those instructions https://www.powerobjects.com/blog/2018/08/27/microsoft-dynamics-365-crm-configuration-migration-tool/ but I have not exported the whole entity just the name field and id field, any ideas why the GUIDs are not the same?
many thanks,
Martyna
QueryExpression query = new QueryExpression();
query.EntityName = "product";
query.ColumnSet.AllColumns = true;
query.Criteria = new FilterExpression();
query.Criteria.FilterOperator = LogicalOperator.And;
query.Criteria.Conditions.Add
(
new ConditionExpression("new_idproduct", ConditionOperator.Equal, document.Element("prestashop").Element("order").Element("associations").Element("order_rows").Elements().ElementAt(f).Element("product_id").Value)
);
EntityCollection entities = service.RetrieveMultiple(query);
if (entities.Entities.Count > 0) {
if (entitiespr[0].GetAttributeValue<EntityReference>("productid").Id.Equals(entities[0].Id))
{
f++;
}
}
Hello,
I need to restrict users from attaching documents in the social pane. Is there any way to do this or is there a security permissions i can tweak to achiev this??
Thanks
I am trying to load a field in the Document Template. Below is my scenario
I have Contracts linked to Opportunity (N:1). There is a contact lookup field in the Opportunity
When I generated the Document Template, I selected all 1:N, N:1 & N:N relations, but I don't get the details of Contact field under new_Opportunity_new_contract (relation)
In the Document Template of Contracts, I need to pull the Contact Name from the lookup field in Opportunity.
Is it possible to get that?
Hello,
If a record in CRM 2016 has an attachment tied to it, and now I want to grab that attachment and send it via email through a workflow, how can I do that?
Thank you.
I have two views 'Manufactures' and 'Clients' in the Account entity. Is it possible to fill the field 'customertypecode' by Manufacturer value if a new record is created from 'Manufactures' view? The same behaviour is expected for 'Clients' view.
Manufacturer and Client are values of option set which is assigned to 'customertypecode' field.
When i answer to my question that i asked. I am not seeing an option to mark it as verified. Any idea how can i mark my suggested answer as verified?
When someone answers my question, i can mark it as verified. But if i answer my question i dont see the option to mark it. Please see attached image.
Hi All,
I am using D365 9.1 version, when I am trying to export any entity records using Advanced Find, selecting the Dynamic Pivot Table option.
I always get the screen which doesn't allow me to pick the columns.
Please suggest if there is any workaround for this.
Thanks,
Samhitha.
Hi!
I want to close all quotes when I lose a opportunity. When do I trigger the plugin? I tried to run it on preValidation on lose for Opportunity. But then it says there is no target. I want to close it with code so that both the quote and the opportunity get the same status reason automatically.
I am using Visual Studio 2015 with the KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 v11.0 (11.0.0.7160).
Every time I click organization dropdown Visual Studio crashes. There is no error message, and it just offers to restart or debug Visual Studio.
Has anyone else come across this issue?
Hi Experts,
I need to achieve resolve case process using Microsoft flow. For this I am updating Case status and Creating record in Case Resoltuion entity using flow. But Flow fails giving following message:
"This message can not be used to set the state of incident to Resolved. In order to set state of incident to Resolved, use the CloseIncidentRequest message instead."
Need some ideas about how I can achieve this.
Thanks in advance:)
Hi!
I get an error message when trying to export my solution and have no idea whats wrong.
Any suggestions? See error code below.
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>e5391bd9-c017-4c7c-8246-376e75a5160f</ActivityId>
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic">
<KeyValuePairOfstringanyType>
<d2p1:key>ApiExceptionSourceKey</d2p1:key>
<d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">Plugin/Microsoft.Crm.WebServices.ExportXmlService</d2p1:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<d2p1:key>ApiOriginalExceptionKey</d2p1:key>
<d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">Microsoft.Crm.CrmException: An unexpected error occurred. ---> System.InvalidOperationException: The specified node cannot be inserted as the valid child of this node, because the specified node is the wrong type.
at System.Xml.XmlNode.AppendChild(XmlNode newChild)
at System.Xml.XmlNode.AppendChild(XmlNode newChild)
at Microsoft.Crm.Tools.ImportExportPublish.SiteMapExportHandler.AppendAppModuleSiteMapXml(XmlDocument exportDocument, Guid siteMapId, String siteMapElementInnerXml)
at Microsoft.Crm.Tools.ImportExportPublish.SiteMapExportHandler.AppendXml(XmlDocument exportDocument, Guid siteMapId, String siteMapElementInnerXml)
at Microsoft.Crm.Tools.ImportExportPublish.SiteMapExportHandler.ExportItem(XmlDocument exportDocument, Guid siteMapId)
at Microsoft.Crm.Tools.ImportExportPublish.AppModuleSiteMapHandler.ExportItem(XmlDocument exportDocument)
at Microsoft.Crm.Tools.ImportExportPublish.ExportHandler.Export(XmlDocument XDoc)
at Microsoft.Crm.Tools.ImportExportPublish.RootExportHandler.RunExport()
at Microsoft.Crm.WebServices.ExportXmlService.ExportSolutionWithTargetVersion(String solutionName, Boolean managed, String targetVersion, Boolean exportAutoNumberingSettings, Boolean exportCalendarSettings, Boolean exportCustomizationSettings, Boolean exportEmailTrackingSettings, Boolean exportGeneralSettings, Boolean exportMarketingSettings, Boolean exportOutlookSynchronizationSettings, Boolean exportRelationshipRoles, Boolean exportIsvConfig, Boolean exportSales, Boolean exportExternalApplications, ExecutionContext context)
--- End of inner exception stack trace ---
at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)
at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context)
at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass2_1.<Execute>b__0()</d2p1:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<d2p1:key>ApiStepKey</d2p1:key>
<d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">681f0f11-8e01-40a1-8d84-424242bb392c</d2p1:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<d2p1:key>ApiDepthKey</d2p1:key>
<d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">1</d2p1:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<d2p1:key>ApiActivityIdKey</d2p1:key>
<d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">e5391bd9-c017-4c7c-8246-376e75a5160f</d2p1:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<d2p1:key>ApiPluginSolutionNameKey</d2p1:key>
<d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">System</d2p1:value>
</KeyValuePairOfstringanyType>
<KeyValuePairOfstringanyType>
<d2p1:key>ApiStepSolutionNameKey</d2p1:key>
<d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">System</d2p1:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>An unexpected error occurred.</Message>
<Timestamp>2019-04-02T06:52:00.0623075Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>
Do Activity Wall Posts get processed when Dynamics CRM is in admin mode with background services disabled?
Hi,
I work with Cases in CRM,
When an email is sent to us, a Case is created with an Email which is OK.
I have a Field that is named "New E-mail" which is a Two Options Yes/No.
When the email comes in the first time, it is no which is OK.
But if a customer sends a second email on the same case, i would like to update the field "New E-mail" to Yes. So that we don't miss second emails on the Cases.
Any idea how to achieve this?
Thanks in advance.
Hello,
I plan to change my Dynamics CRM license, "Microsoft Dynamics CRM Online" to "Microsoft Dynamics Engagement" and ask if anyone has ever done this, and what are the impacts
Dynamics 365 1612 (8.2.2.112) on premises
When editing an Opportunity business process flow to add a new stage, I can no longer go back through previous stages in any active Opportunities. Error is regarding Invalid traversed path.
Is there a way to get around this?
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Invalid traversed path.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>ec9c1bcf-5c85-470f-9652-567e5d6212ff</ActivityId>
<ErrorCode>-2146885625</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>Invalid traversed path.</Message>
<Timestamp>2019-04-01T09:28:16.9487904Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText>
[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.GlobalActiveStagePlugin]
[bb48066e-f22f-412f-a530-91f72e4b859b: GlobalActiveStagePlugin]
</TraceText>
</OrganizationServiceFault>
I have two Account form (Parent and Child Account form with 1:N relationship).
I have 1:N relationship from Account to Case and create the case records from Account entity using the case subgrid.
So now, I added the case subgrid on the Parent Account Form which shows all the cases related to the Child Account.
My question is that Is it possible to add two association block or subgrid using quick view in which, in the first block it shows all the case related to Child Account and other shows all the cases related to Parent Account?