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Cannot send email from queue - v8.2 On-premises

August 12, 2019, 7:20 am
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Hi all, 

We have two different instances of D365 on-premises both are version 1612 (8.2.2.112).  

As far as we can tell from all of the deployment configuration options these two orgs are identical. 

However in one org we cannot send an email from a "Queue" and instead are presented with an option to send from "Team".  Correct me if I'm wrong but I don't think sending from a team is even possible?

Anyway any idea why we might be seeing this difference in two seemingly identical orgs and how we can change this setting?

The below screenshots are taken from the FROM lookup on a standard email form in the classic UI but we're seeing the same when using the send email step in the workflow designer as well. 

Org 1:

Org 2:

Thanks in advance. 

Alex

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Microsoft Dynamics 365 8.2.8.15 on-premise: Issue with importing of the managed solutions

August 12, 2019, 8:11 am
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Hi all,

I've faced the issue while updating the managed solutions.

So, I've updated a few scripts, forms and tried to import the new version of the solution on another environment to test.
I've got the following error "There should not be more than one component instance for a solution being upgraded.  Solution id: ********* "

Also, I'm not able to unregister the current assembly from the target environment. The reason is: Cannot insert duplicate key exception when executing non-query: System.Data.SqlClient.SqlCommand Exception: System.Data.SqlClient.SqlException (0x80131904): Violation of UNIQUE KEY constraint 'UQ_PluginTypeBase_TypeMetadata'. Cannot insert duplicate key in object 'dbo.PluginTypeBase'.

Have anyone faced this issue before? How to avoid this problem?

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End user able to delete Orders without security to do so

August 12, 2019, 10:34 am
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One of our pricers accidentally deleted an Order this morning.  She has a Sales and Pricing role, but when I check Role Permissions for these Security Roles, neither has Delete privileges.

Has anyone else run across this?  What do I need to set to remove delete privileges on the Order entity for end users?  I am the system administrator.

Thanks in advance

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How to map two entities in CRM

August 12, 2019, 10:42 am
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Hello,

I currently have two entities "Account" and "Quote_custom" .(1:1 Relationship)

Account has account ID and Quote_custom has the same account ID as well.

All I need is to see the relevant Quote_custom record in the account form. Ideally, system should match the account id in both entities and populate relevant Quote_custom record.

How do I achieve this? Any advice is appreciated. Thanks

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Valid email required when saving a new Account?

August 12, 2019, 10:43 am
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There are no events or scripts on the form. The email field is not on the form but users still get the following message when trying to save new accounts. It doesn't happen with existing accounts. I've tried everything I can think of to find why this is happening. Its been months and no solution. 

Thank you, 

Martha 

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Invoking Business Rule from a BPF Dynamics 365 -CRM on Prem

August 12, 2019, 11:30 am
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Good afternoon,

I am working on a BPF in the on prem version, I am trying to add a Business Rule on a stage " " I clicked on the "Business rules for this stage's entity" it does display the business rule, I can select the business rule but the logic I have in the business rule is not working on the record. What I am trying to do is, I have an option set field, based on the field I am trying to hide/show fields under the BPF? Is that a supported functionality?

Thanks.

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Trying to find the daily duplicate detection file in the CRM

August 12, 2019, 11:46 am
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Currently I get a daily duplicate detection update but it comes in through Dynamics and it is not easy to view. I know the file Dynamics uses to display is somewhere in the system and just want to locate it so I can use it to create an excel or csv file containing the pertinent information I am looking at. 

Thanks

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Cannot change Portal Background Image

August 12, 2019, 11:56 am
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Hi,

We are getting started with Portals in Dynamics.

What triggers the overlays (different colours) to appear over images.

For instance - we have changed the homehero.jpg image and it now has a darkened overlay on it? 

I don't see any opacity settings on the image itself?

Thanks

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Sales Phase Update in the CRM flow

August 12, 2019, 11:58 am
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Hello good afternoon.

How could I realize that when I save in my opportunity the phase A in the flow above is automatically changed in the same Phase (Example).

Or it could be when saving the record in a phase when updating the form it changes in the phase that I have selected (in the indicated flow)

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Sales Phase Update in the CRM flow

August 12, 2019, 11:59 am
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Hello good afternoon.

How could I realize that when I save in my opportunity the phase A in the flow above is automatically changed in the same Phase (Example).

Or it could be when saving the record in a phase when updating the form it changes in the phase that I have selected (in the indicated flow)

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Can we access table in external SQL database in SSRS report which is uploaded in CRM Dynamics 365

August 12, 2019, 1:05 pm
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My situation is - I have created a SSRS report using Visual Studio 2015.

The columns in report to display data are derived columns and not any direct columns reading straight from any back end entity or table.

Hence, I created a SQL database with few tables. To populate data in these tables I created SSIS package which reads CRM filtered views and using Kingsway soft writing found records in newly created tables.

When I run the SSRS report in VS 2015 (using Preview tab) to view data, it runs fine. But when I upload in CRM Dynamics 365 it breaks showing error: The report cannot be displayed. (rsProcessingAborted).

Hence, Is there a way to access such external SQL database from within CRM ?

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How to display est. revenue by pipeline phase funnel chart without number prefix

August 12, 2019, 1:22 pm
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Hello all, 

I am trying to create a funnel chart that displays the Est. Revenue by Pipeline phase. I am able to get the funnel chart to display the correct information in the correct order but I would like each phase to be displayed on the chart without the number prefix before each phase name. 

For example, I want my chart above to stay the same except have "1-Identified" to just display "Identified". 

I was able to figure out how to actually get rid of the numbered prefixes (the graph below) by using a separate option set that uses the existing Stage Category option set (which I have added my custom stages to) and a workflow to set this option set equal to the active stage. (this is also a separate chart that uses this new option set as the horizontal axis)

However, Using this method I am not able to control which order they show up on the chart. 

If you have any information that may help with this issue please let me know I would greatly appreciate it. 

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How to identify details of changes for a Solution

August 12, 2019, 2:07 pm
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I have inherited a CRM system that was, and still is, in the process of adding on a web based application that uses the CRM SDK for calls.

There were customization's needed to CRM to support new features, and a solution was created. This is all done on a copy of production.

However, within this solution there is a major entity included, and while I can see a few fields might have been added, how do I find out exactly what all the details of the solution include?

Because it is unmanaged, there is no way to back out once the solution is imported, so, it would be nice to see exactly what all the diffs are.

Any way to do that?

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Integrates CRM with multiple Companies in Dynamics Business Central / NAV

August 13, 2019, 1:49 am
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Hi,

Can someone share his/her experience on above. We have client who needs single CRM Sales, Fields Service instant to integrate with D365 Business Central multiple companies.

Through D365 Sales connection built in BC, it only allows single company integration.

Appreciate if you could share existing solutions or any ISVs solution on above.

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Wants to Update Related Records Using CRM Web API

August 13, 2019, 3:08 am
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Hi, I have a requirement of creating customer and its related addresses with rollback feature. I have implemented a single create request to create contact and address so that if anything goes wrong it will be rollback. Things are working fine as expected but now I have below qtn.

When the customer gets created it automatically creates 3 addresses and then it created addresses I have requested so if I pass 3 address it creates total 6 addresses. So now I plan to update the same 3 address by my addresses. But I can update it using the below criteria.

Update Address where AddressType=1 and RelatedContact.AlternateKey = 123

But I am not sure how can I create update request with the above conditions.

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Microsoft Dynamics 365 Online- Plugin Lock statement not working

August 13, 2019, 4:09 am
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Hello All,

I was working on plugin for dynamics 365 online system with lock statement.

We are trying to update the seat availability on the basis of booking and bookings are created in bulk.

So what should happen is it should check how many booking records are created and update them in seat availability text field.

When we try it for single booking record it works fine but when booking records are created in bulk it just mess up the counting.

We had applied the same approach on the On-premise system and it works fine but it looks like lock is not working in any online systems.

So, Can anyone suggest me a way how to implement lock which should work in the online system?

The current lock implement is like-

 private static readonly object readWriteLock = new object();

lock (readWriteLock)
{ Logic }

This working on On-Premise systems but not in Online system.

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Dynamics 365 CRM version 8.2 to 9 Cloud Migration

August 13, 2019, 4:23 am
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Hello

1. I am planning to migrate my On-Prem CRM version 8.2 to Cloud v9.x. Does LCS tool support? I do not see any option for CRM while creating LCS Project.

2. What is this FastTrack for Dynamics 365? how does it work?

anyone can guide me on this?

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How to debug BPF?

August 13, 2019, 4:25 am
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I want to do some actions when the NEXT button is clicked in a business process flow, i have followed thebelow thread :

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/164681/call-some-javascript-when-click-next-button-of-business-process-and-call-another-javascript-when-click-on-back-button

and implemented the below code, just to get the current Active stage before performing my action, i registeredd this code on the onLoad event of the BPF entity, but i cant seem to find the script in my debugger when I load the entity the BPF is registered against. some with better knowledge, please help. Cheers

function updateDate(context) {
var formContext = context.getFormContext();
formContext.data.process.addOnStageChange(onStageChange)
}

function onStageChange(context) {
var formContext = context.getFormContext();

if (ExecutionContextObj.getEventArgs().getDirect() == "next") {
var activeStage = formContext.data.process.getActiveStage();

if (activeStage) {

}
}
}

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CRM 2011 On-Premise: Cannot create a workflow or amend an existing workflow

August 13, 2019, 5:02 am
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Hi

We have CRM 2011 on-premise system, I am trying to make a change to a workflow.

- I have tried deactivating the workflow, when I click deactivate it shows the below error.

- If I create a new workflow it shows the below error

Could you advise me please?

]

Thanks

Arj

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I find a few bugs in dynamics

August 13, 2019, 5:23 am
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Hello

I'm, systems analyst

i find a few bugs in the dynamics cloud ver.

Who should i conect to suggest them my insights?

Thanks

sigalmuze@hotmail.com

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