Hi,
I would like to attach a Child case to a different Parent case. On the forum I was not able to get the right information. Can anyone help me how I'm able to perform this request.
Thank you
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Change Child case to another Parent Case
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How to automatically remove attachments from email and notes and put on Sharepoint on line
I put the same question on Dynamics 365 General forum and then someone suggested I put here as well.
Hope to get some inputs/suggestions.
I followed the Sharepoint (on line/365) and Dynamics CRM (also on office 365) integration steps and while it does work for removing 'Documents' from CRM TO Sharepoint (creating link in CRM) BUT I do not know how I can detach 'attachments' from email or Notes and put on Sharepoint on line, automatically. Though there might be some 3rd party paid tools, but is there any way we can do it without having to buy a 3rd party tool?
Thanks
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How to change order of dashboards
I added a new dashboard to my user and now it shows as default (first thing shows when the form loaded), how do I change it ? I don't need it as default how do I change it ?
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How to Define SMS Template same like Email template and instantiate through code.
Hello Experts,
Is there any functionality to define SMS template where business can compose their SMSs and insert any field from contact and that populates in the actual message according to the Contact record, I mean same functionality like Email Template where we insert dynamic values like {!EntityLogicalName:FieldLogicalName;}.
Please suggest any OOB or lighter way to achieve this. Thanks in advance.
Thanks
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Update modifiedon field on data migration
Hi there,
I am doing migration from CRM 2016 on Premise to CRM 365 online using Kingswaysoft.
I am trying to update createdon/by, modifiedon/by fields.
I know it is not possible to map directly in Kingswaysoft but I read in some blogs that we can do it using Pre-Operation plugin.
I have registered the plugin on Pre-Operation on Account, populated createdon, modofiedon fields in holding fields but my plugin is not updating the modifiedon fields.
Is there any changes in latest versions of CRM to not allow to update modifiedon field from plugins as well?
CreatedOn updated with historic date but not modifiedon.
Below is my code to update
tracing.Trace("Before conditions");
if (entity.Attributes.Contains("sfaa_commsdate"))
{
craetedOn = (DateTime)entity.Attributes["sfaa_commsdate"];
tracing.Trace("craetedOn " + craetedOn);
}
if (entity.Attributes.Contains("sfaa_la"))
{
craetedBy = entity.Attributes["sfaa_la"].ToString();
tracing.Trace("craetedBy " + craetedBy);
}
if (entity.Attributes.Contains("lastonholdtime"))
{
modifiedOn = (DateTime)entity.Attributes["lastonholdtime"];
tracing.Trace("modifiedOn " + modifiedOn);
}
if(entity.Attributes.Contains("sfaa_local"))
{
modifiedBy = entity.Attributes["sfaa_local"].ToString();
tracing.Trace("modifiedBy " + modifiedBy);
}
entity["createdon"] = craetedOn;
entity["createdby"] = new EntityReference("systemuser", new Guid(craetedBy));
entity["modifiedon"] = modifiedOn; // DateTime.Now.AddYears(-3);
entity["modifiedby"] = new EntityReference("systemuser", new Guid(modifiedBy));
//entity.Attributes.Remove("modifiedon");
//entity.Attributes.Remove("modifiedby");
//entity.Attributes.Add("modifiedon", modifiedOn);
//entity.Attributes.Add("modifiedby", new EntityReference("systemuser", new Guid(modifiedBy)));
tracing.Trace("Updated the fields");
Thanks
krishna
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user should not be able to see all activities except admin
Hi,
If an user(user1) is having a user level privilege on an activity entity, then user should not be able to see activities of other users in the activities menu, but that user is able to see all activities. That activities should not be the visible to user1. Only admin user should be able to see activities of all users. if anyone faced the same error, please share how to achieve the desired result.
Regards,
Hardik Chauhan
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Remove tool bar in embedded report in Iframe
We are using CRM 365 V9 on premise. I have a report that display the record summary in an iframe on the form. I use the javascript to set the report URL. The problem is that I got a "Edit Filter" button and report toolbar on top of the report that I don't know how to remove. Any help? Thanks.
var orgUrl = Xrm.Page.context.getClientUrl();
var action = "run";
var context = "records";
var reportId = "8158b6c6-b354-e911-a2c5-005056933618";
var recordid = Xrm.Page.data.entity.getId().replace("{", "").replace("}", "");
var etc = Xrm.Page.context.getQueryStringParameters().etc;
var url = orgUrl +
"/crmreports/viewer/viewer.aspx?action=" + encodeURIComponent(action) +
"&context=" + encodeURIComponent(context) +
"&id=%7b" + encodeURIComponent(reportId) + "%7d" +
"&records=%7b" + encodeURIComponent(recordid) + "%7d" +
"&recordstype=" + encodeURIComponent(etc););
iframeObject.setSrc(url);
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An error has occurred. Please return to home page and try again in reactivating case
Hi All,
Need help urgently. Recently we are upgraded to CRM 9.0. After the upgrade we are facing a issue for few users like "An error has occurred. Please return to home page and try again".
While reactivating the case CRM is throwing this error for few users. Here is my scenario- User A & B has same roles, A can activate the case but not the B. Case is not owned by either of them.
Please help me in resolving this issue, we are facing this situation in Production environment.
Please go through the screenshot below.
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RetrieveMutipleRequest is not available in Visualstudio environment, why?
I have trying to write my first CRM plug in from my visual studio 2015 which has Microsoft 365 Developer toolkit installed, and the plug in is created from the template as my screenshot below.
My question is who the RetrieveMultpleRequest is not compiled
RetrieveMultipleRequest rmreq = new RetrieveMultipleRequest(); // not compiled
RetrieveUnpublishedMultipleRequest rmreq1 = newRetrieveUnpublishedMultipleRequest(); // the similar method of this is compiled.
I know these example codes used in CRM 4.0, Does that mean the RetrieveMultipleRequest method is retired? then what is his replacement method.
The following is the sample plugin code I want to implement from internet : http://mileyja.blogspot.com/2011/04/instantiating-service-object-within.html
public void Execute(IServiceProvider serviceProvider)
{
// Obtain the organization service reference.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
// The InputParameters collection contains all the data passed in the message request.
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
// Obtain the target entity from the input parmameters.
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName == "contact")
{
if (entity.Attributes.Contains("address1_city") == false)
{
RetrieveMultipleRequest rmreq = new RetrieveMultipleRequest();
RetrieveMultipleResponse rmresp = new RetrieveMultipleResponse();
QueryExpression query = new QueryExpression()
{
EntityName = "systemuser",
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression
{
AttributeName = "systemuserid",
Operator = ConditionOperator.Equal,
Values = { context.UserId.ToString() }
}
}
}
};
rmreq.Query = query;
rmresp = (RetrieveMultipleResponse)service.Execute(rmreq);
Entity user = (Entity)rmresp.EntityCollection.Entities[0];
entity.Attributes.Add("address1_city", context.UserId.ToString() + ": " + user.Attributes["fullname"]);
}
else
{
// Throw an error, because account numbers must be system generated.
// Throwing an InvalidPluginExecutionException will cause the error message to be displayed in a dialog of the Web application.
throw new InvalidPluginExecutionException("Bad, Naughty Plug-in, Don't do that!.");
}
}
}
}
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Plug in "Early-Bound" and "Later-Bound", can anybody provide some detailed examples? thanks
I am new in CRM, and just practice writing Plug in, I can see "Early-Bound" and "Later-Bound" appeared everywhere, and I am confused it.
I appreciate if any expert can provide any simple examples to help me understand it.
Much appreciated.
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Send ics file in email using sdk
I'm trying to send an ics file attached to an email so the recipient(s) get an appointment invitation.
For a variety of reasons I can't use appointment sync to send the invites.
My code is working fine when the recipient is @googlemail.com but when their on Exchange, the attachment doesn't give the expected Accept/Decline/etc. buttons unless you open the attachment.
I have tried a variety of methods but the ones I think should work are:
- Setting the MimeType of the email to "multipart/mixed"
- Setting the MimeType of the attached file to "text/calendar" (possibly with ";method=REQUEST)
BEGIN:VCALENDAR PRODID:-//Voyager Software//Training//EN VERSION:2.0 CALSCALE:GREGORIAN METHOD:REQUEST X-MS-OLK-FORCEINSPECTOROPEN:TRUE BEGIN:VEVENT DTSTART:20190406T133000Z DTEND:20190406T143000Z DTSTAMP:20190402T130711Z ORGANIZER;CN=The Organizer:mailto:me@us.com UID:bfnuadapfgs91eqihepacgq2lm@us.com ATTENDEE;CUTYPE=INDIVIDUAL;ROLE=REQ-PARTICIPANT;PARTSTAT=ACCEPTED;RSVP=TRUE;CN=The Organizer;X-NUM-GUESTS=0:mailto:me@us.com ATTENDEE;CUTYPE=INDIVIDUAL;ROLE=REQ-PARTICIPANT;PARTSTAT=NEEDS-ACTION;RSVP=TRUE;CN=the recipient;X-NUM-GUESTS=0:mailto:you@them.com CREATED:20190402T130709Z DESCRIPTION:some description LAST-MODIFIED:20190402T130709Z LOCATION:somehwere X-ALT-DESC;FMTTYPE=text/html:<html><body><a href='http://bing.com'>Bing</a></body></html> SEQUENCE:0 STATUS:CONFIRMED SUMMARY:test TRANSP:OPAQUE END:VEVENT END:VCALENDAR
The code to create the email and the file:
var email = new Email
{
To = new ActivityParty[] { toParty, },
From = new ActivityParty[] { fromParty },
Subject = "Test Appointment",
Description = "Please open the attached file to accept the appointment.",
DirectionCode = true,
MimeType = "multipart/mixed"
};
Console.WriteLine("Create Email");
Guid gEmail = service.Create(email);
var ical = new Entity("activitymimeattachment");
ical["mimetype"] = "text/calendar";//;method=REQUEST
ical["body"] = appointment.GetICS();//Base64 encoded version of vCalendar above
ical["subject"] = "Appointment";
ical["filename"] = appointment.Filename;
ical["objectid"] = new EntityReference("email", gEmail);
ical["objecttypecode"] = email.LogicalName;
Console.WriteLine("Create Attachment");
service.Create(ical);
SendEmailRequest sendEmailreq = new SendEmailRequest
{
EmailId = gEmail,
TrackingToken = "",
IssueSend = true
};
Console.WriteLine("Send Email");
SendEmailResponse sendEmailresp = (SendEmailResponse)service.Execute(sendEmailreq);↧
Cors specification error
Hi, I'm new in Dynamics CRM.
I'm getting CORS specification error on opening of entity forms on my pc, but another users do not have it:
I just enabled Access data source across domains in IE, but still get an error.
Does anybody know how to fix it?
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CRM Outlook Plugin Install Error "There is a missing Windows update on this system"
Hi, we are on CRM 2016 on Premise version 8.2. We just upgraded a user workstation to Windows 10. When trying to install Outlook CRM 2016 plugin 64 bit version, we got an error:
"There is a missing Windows update on this system. This update is necessary to run the configuration wizard for Microsoft Dynamics 365 for Outlook. Please follow the Help link to download and install the update."
We clicked the Help link which is on here: https://support.microsoft.com/en-us/help/4341501/there-is-a-missing-windows-update-on-this-system-this-update-is-necess
Basically the resolution is to install a Windows update, but it's specific only to Windows 8, which does not work in our situation because the user's machine is Windows 10.
Any suggestion to fix this issue in Windows 10? Or is there a Windows update for Windows 10 only?
Thanks -tri
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Missing assign privilege on parent entity when updating child entity
Using CRM 2016 on premise v 8.0.1.97
During a post update operation on a child entity where a date field is entered, in some cases we will also update the parent entity (two option set fields for a state and status). The owner field of the parent entity is not being updated in the UI. However, it seems with CRM 2016 an update to the parent seems to also make an ownership change - in this case from owner A to owner A. The issue is that the user does not have the assign privilege even though ownership is not really being changed to a different user.
We don't want to grant assign privilege to the user or the security role these users typically have.
Updating the child record with sys admin with auditing on I can see the owner update takes place . In 2011 performing the same operation there is no owner update in the audit history.
Any suggestions to work around this ?
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CRM V9 on-premise: Unable to install SRs Data Connector (Reporting Services Extension)
Hello Experts,
We have the following setup on Azure.
CRMSRV: Windows Server 2016 DC Edn, Domain Controller, CRM Application Server
CRMDB: Windows Server 2016 DC Edn, SQL Server 2017 Database and Reporting Services, CRM DB Server
CRM is up and running.
Trying to install SRS Data Connector, which came along with the CRM v9 installer package, on the DB Server. During installation after selecting the DB Server the SSRS instance is blank. When checked install logs, the following warning was found:
21:23:54|Warning| Could not find a local RS instance corresponding to the reporting url http://crmdb/reportserver for organization D365V9
When we tried with similar setup on local servers it is the same. Is there any known issues with V9 Reporting Services Installation?
Any help will be appreciated.
Regards
AbD
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Can we use Work Order entity out of box in the Microsoft Teams just like Accounts and Contacts etc?
Can we use Dynamics 365 productivity bot to open work orders through Microsoft Teams?
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Missing Associated Records icon on Subgrid
Hello everyone!
I'm having a curious issue with a subgrid on one of our records. The subgrid is located on a "Shipment" record, and contains Email activity records regarding that particular shipment. The 'Create' icon is present, but the Associated Records icon is not.
The Shipment entity has the proper 1:N relationship to the Email entity:
However, Email does not appear in the Relationship Explorer on the Form editor, so I can't add it the the Navigation. I've noticed this is a similar issue to Tasks as well.
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Workflow triggering multiple times.
I have a workflow set to activate on the update of a field. In the first line of the workflow, a condition checks that field for the value I want. I've validated that the Audit History shows that the field I'm looking for changes multiple times, but only changes to the value I'm seeking once. However, when I go and look at the system processes, the workflow is triggered multiple times and gets PAST the conditional check that (even if the workflow runs more than once) should ONLY pass the condition one time.
Is there a known issue with workflows configured to react to field changes?
Audit History:
Workflow conditional step, workflow is configured to wait a specified amount of time before continuing.
Three duplicate system processes. All three successfully passed the above conditional step.
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Plugin's Target missing attributes
Hello,
I have an entity called Student with two attributes - an OptionSet field called Status and a Lookup field called Faculty.
On a record update (Post-Op) I'd like to trigger a plug-in whenever the Status changes to a certain value.
The record to be updated has a Faculty attached to it already.
My code is as follows -
Entity studentTarget = context.InputParameters["Target"] as Entity;
new_student student = studentTarget.ToEntity<new_student>();
if (student.Contains("new_faculty") && student.new_Faculty != null && student.new_Status.Value == 3)
{
// some logic
}But the Faculty attribute returns null.
P.S. When registering a new step to the plug-in , in Filtering Attributes, I included both Faculty and Status attributes.
What could be the problem here?
Is it because the Faculty doesn't change that the attribute returns null? If so, how can I resolve this problem?
Thank you
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Dynamics 365 IOS mobile SDK
Hello everyone,
We have Dynamics on-premise and migrating to cloud soon and also allowing the users to use our customised Dynamics using the Dynamics 365 IOS application.
We are using Tricentis Tosca (Test automation tool) and it requires IOS project file (Dynamics 365 sdk) to perform the mobile interface testing using the Xcode. Just wondering if anyone can help to find out a location where I can find the latest version of the IOS mobile SDK. I found this URL on the web but it looks like it hasn't been updated for 3 years.
https://github.com/DynamicsCRM/crm-mobilesdk-library-for-ios
Thank you in advance for all your help.
Regards,
Prakash
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