Hi All,
I was trying to filter a lookup field but i have the field twice on the form and just filter de first one.
First one
Second
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addCustomFilter doesn't work
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Where I can find the download site of OData Query Designer?
I am using Microsoft Dynamic 365 Trial for Customer Engagement now, and want to download OData Query Designer tool, I have tried this site:
https://community.dynamics.com/crm/f/117/t/195098
and this site for RESTBuilder (it seems this tool has the same feature as OData Query Designer tool)
https://github.com/jlattimer/CRMRESTBuilder
after downloaded each of them and imported it to CRM, I got error of:
The solution file is invalid. The compressed file must contain the following files at its root: solution.xml, customizations.xml, and [Content_Types].xml. Customization files exported from previous versions of Microsoft Dynamics 365 are not supported.
Does anybody have any valid download site? thanks a lot,
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RetrieveMultiple' method does not support entities of type 'businessprocessflowinstance
Hello community,
I'am getting the error "RetrieveMultiple' method does not support entities of type 'businessprocessflowinstance" when trying to use a retrieveMultiple with queryExpression for the entity "businessprocessflowinstance".
Any Idea?
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.Net framework version problem using Plugin Registration tool
We are using CRM 365 on-prem version 9.
I created a workflow project, added reference to Microsoft.crm.sdk.proxy, Microsoft.xrm.sdk etc. They are all version 9.0.0.0. So my project target framework version has to be .NET Framework 4.6.2.
Then I installed plugin registration tool 9.0. When I tried to register the workflow, I got:
This plugin assembly uses version 4.6.2 of the .NET Framework. At this time Microsoft Dynamics 365 requires version 4.5.2 of the .Net Framework for plugin assemblies. Rebuild this assembly using version 4.5.2 and try again.
Now I am confused on what is the problem. Am I using the wrong version of dlls or CRM365 V9 on-Premise is not using Framework 4.6.2? On the server, I do see the installed Framework version is 4.6.1. What version of Microsoft.crm.sdk.proxy, Microsoft.xrm.sdk etc I should use?
Thanks
Holly Li
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How to close activities on demand
Is there a custom workflow that can close any open child activities when running an on-demand workflow from the parent? I have the solution msdyncrmWorkflowTools but that only updates child records.
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Liquid Template - Caching FetchXML?
Hi
I am building a custom web temlpate in Dynamics Portal but it looks as though the FetchXML is caching. Is there any way to ensure that a page load always pulls an updated FetchXML response?
Thanks
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Editing site map of "associated view" for contacts
When on a contact, if we press the far right carrot, the site map drops down to show all the entites that have a relationship to the contact entity. Some are OOB entities and others are custom. However, we don't use a lot of these entities, and they are cluttering up the space here, and confusing some of our users.
1) Is it possible to drag and drop remove the entities that show up here?
2) If not, is it possible to deactivate an entity (not delete), so that it doesn't show up here.
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Bubble up Cases
I appears a Case associated with a contact DOES NOT appear in his account's associated cases. Isn't this supposed to bubble up? Perhaps it never did for cases.
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Multiple requests to https://dc.services.visualstudio.com/v2/track
If I'm inside a record and look at the network tab, I have multiple requests to https://dc.services.visualstudio.com/v2/track happening, at fixed interval(a few seconds). How can I stop this? I do not have Application Insights on Azure
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Field security enabled fields don't show in field security profiles
We have several custom fields with field security enabled on the Lead entity - the fields are read/update/write for CRM Admin and closed for Sales Reps. These fields are mapped and when a lead gets qualified (custom BPF), field values copy to the account and the opportunity. Yesterday I encountered a problem that I cannot qualify leads because I don't have update rights for one of these fields (I am CRM Admin and have full access). When I looked into the field security profiles I discovered that this field, along with 3 other fields, aren't there. What puzzles me is that our Stage environment doesn't have this problem
I found a few discussions related to this problem. One of them suggested to disable and then enable business rules - we don't have business rules for these fields. Other discussions suggest I report the case to Microsoft, as this is a common problem in V9. In full disclosure, back in November during the upgrade to V9 in Stage we encountered that problem with defaultpricelevelid field. While we were sorting out other issues, this issue went away. We didn't experience it when we upgraded to V9 in Production until now.
Any suggestions or solution ideas are much appreciated.
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Moving to Unified Client interface
Hi,
We are currently in CRM version 9.0. we are planning to use UCI and I am completely new to this.
If I have to setup this UCI for one of our lower instance, how do I do?
Please let me know the process on how I can move to UCI and also any step by step documentation is highly appreciated.
Thanks!
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What happened to my first WhoAmiIRequest code?
This is my first coding of CRM, I am trying to connect my Microsoft Dynamic 365 for Customer Engagement trial version.
from here: https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/org-service/quick-start-org-service-console-app
staticvoid Main(string[] args)
{
string url = "testtoronto.crm3.dynamics.com/main.aspx";
string userName = "mike@testtoronto.onmicrosoft.com";
string password = "test1234$";
string conn = $@"
Url = {url};
AuthType = Office365;
UserName = {userName};
Password = {password};
RequireNewInstance = True";
using (var svc = newCrmServiceClient(conn))
{
WhoAmIRequest request = newWhoAmIRequest();
WhoAmIResponse response = (WhoAmIResponse)svc.Execute(request); // here is not compiled, "object variable not defined"
Console.WriteLine("Your UserId is {0}", response.UserId);
Console.WriteLine("Press anykey to exit.");
Console.ReadLine();
}
}
Sorry, this is my first CRM coding, Can anybody help me to fix it? much appreciated!
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How to check current Date in CRM Web API V9
Dear Friends
In above Get request how I will compare the Current Date for example New_Date_From les than Equal to Current Date
Please guide me about this.
Thanks
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Translating KBs and Articles outside of 365 - XLIFF
I have a client who has asked us to translate their KBs and Articles. They have around 200 of them so we are looking for a way to get the content our and import back in. Many tools allow this and even support to translation industry standard XLIFF as an export.
Does anyone have any experience with this who can provide advise on sending content to a translation agency.
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EntityState must be set to null, Created (for Create message) or Changed (for Update message)
Getting Following exception while trying to create a clone.
Edit EntityState must be set to null, Created (for Create message) or Changed (for Update message)
Following is the code snippet, please suggest I am missing here ?
public static Guid getParentSurveyClone(IOrganizationService service, acn_myEntity parentEntity) {
try
{
//The bool parameter passed to Clone method is set to true by default.
var childEntity = parentEntity.Clone(true);
childEntity.SetAttributeValue("name", "Child-" + parentEntity.name + "-" + DateTime.Now.ToString());
//Remove all the attributes of type primaryid as all the cloned records will have their own primaryid
childEntity.Attributes.Remove(childEntity.LogicalName + "id");
//create the cloned record
childEntity.EntityState = EntityState.Changed;
var childSurveyId = service.Create(childEntity);
}
catch (SaveChangesException ex)
{
throw ex;
}
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Entity wise User Statistics Report using FetchXML and SSRS for Dynamics 365 Online Version
Hi All,
I have to create a Entity wise User Statistics report using FetchXML and SSRS. I am using Dynamics 365 CRM Online. The Report could be in below format :
User | Activity(Entity) | Total number of records Created |
User 1 | Entity 1 | 10 |
Entity 2 | 7 | |
3 | ||
5 | ||
11 | ||
14 | ||
No | ||
|
|
|
User 2 | Entity 1 | 6 |
Entity 2 | 3 | |
32 | ||
1 | ||
4 | ||
34 | ||
Yes |
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Unable to give Share access on SystemUser entity to another user/team in MS Dynamics CRM 2013
I need to Share a User record with another Team(Access team) programmatically. I am unable to do it using GrantAccessRequest class. Is there a way to achieve this? Share button is not available in User Record form. When I try to enable Access teams for User it throws the below error.
<ErrorCode>-2147192819</ErrorCode><Message>Entity with logical name systemuser is not user owned and cannot be enabled for access team creation</Message>
Could anyone please help me?
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How can be used legacy web client in the latest MSDCRM 365 Online version
Hello,
I'd like to ask someone who knows, when in the latest MSDCRM 365 Online version, Dynamics 365 - custom app is selected:
by default is used UCI. Is it possible and how to set to be opened the legacy web client?
Thank you in advance!
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Emails arrive days later before arriving in CRM with Server-Side Sync
We are in a CRM 2016 v8.2 environment On-Premise (8.2.2.112) using Server-Side Sync.
Users report that sometimes they receive old mails in the queue.
In CRM they are marked as if they just arrived in the system based (createdon) on the audit history on the email record:
But in fact the users has sent it already 3 months earlier as we can see in the "actualend" field. So now it happens that Customer Service Agents reply to 3 months old emails.
I checked one of the queues where the problem occurred (but it happens on all queues / mailboxes) and there was no change in the last years:
I checked with the Exchange team and they confirmed that the mail was received on the time that the client has sent the email. So the problem must be somewhere between Exchange and CRM. So probably the server-side sync.
After I checked the database if there were more emails with the same problem and it seemed so. Some emails take 258 days to arrive in the CRM.
I used the following query to come the the above screenshot:
SELECT subject as 'subject', directioncode as 'directioncode',ActualEnd as 'sent on (actualend)',CreatedOn as 'in crm since (createdon)',DATEDIFF(d, actualend, createdon) as 'delay in days', SubmittedBy, ToRecipients
FROM email (nolock)
WHERE actualend > '2018-01-01' -- only check emails after 2018
AND DATEDIFF(d, actualend, createdon) > 1 -- that arrived more than 1 day later in CRM
ORDER BY [delay in days] desc -- in order they arrived in CRM
Extra details:
- There is no outlook client or any other option for users to track emails manually. All emails enter the CRM trough the Server-Side Sync;
- There are no workflows on create of email that are in status waiting;
- There is no plugin registered on the Create of an email;
- It happens not only on 1 or multiple specific queues. It happens both for personal queues and public queues.
- It does not only happen for emails coming from outside the organization. The problem also happens for emails sent within the organization;
Does anyone has any idea? All help / tips are welcome.
Is there a way for me to know which emails are queried by the server side sync and why some are picked up immediately and others are not?
Many thanks in advance.
Kind regards
Sven V.
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Old Records on Update Currency showing Error "A currency is required if a value exists in a money field. Select a currency and try again. "
MS Dynamics 365 On-Premise.
Custom Entity, I have updated the entity and added Currency field.
On New records it's working fine.
When I update existing records show Error, (before hadn't Currency field)
How to resolve this error?
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