after successfully upgrade to dynamics from 2016 8.1 to 9.0.5 on prem,

we encountered a problem with business process flow,

as we know each bpf has its own entity in the DB,

we use an OOB bpf in incident entity that called phonetocaseprocess,

the problem is that i saw after the upgrade that the newly table created for

that bpf - is empty :() , so all the current incidents failed on update because

i get an error that said that : phonetocaseprocess With Id = 196dc1e2-466f-e911-80e6- 00155dc4022d Does Not Exist.

when i create a new incident record it works fine and a record is created in

phonetocaseproccess table.

someone encountered that? or have an idea? thank you

We are in the middle of implementing a brand new large project relying on the xRM Community Portal edition. 

I believe this is reliant on the 2011 Service endpoint, which announced by Microsoft is already deprecated. 

I'm concerned this end point could be turned off, without having any further knowledge on the schedule for turning off the endpoint enterily (and causing our portal to not work at all!), does anyone know when this might happen? 

The plan is to upgrade to the new Powerapps Portals (announced in the next major release), but this will take time and we are unsure if the functionality will enable us to replicate the portal like for like at this stage. 

So my question is two fold;

Does anyone know when the 2011 Service Endpoint might stop working?

Does anyone feel/know if PowerApps portals will be as customisable as the xRM community release once released?

This may be more of a .NET question potentially but it is certainly strange.

I have some old code in a Command Line App that I have dusted off which retrieves an Microsoft.Xrm.Sdk.Metadata.EntityMetadata object from Dynamics.  In my case v8.2.

Basically a list of Entities and their Settings, Attributes etc.

I have some logic which applies the "Contains" method to the resulting object (currentEntity).

if (currentEntity.Contains("PrimaryNameAttribute"))
{
    metadataWriter.WriteElementString("PrimaryNameAttribute", currentEntity.PrimaryNameAttribute);
}

The thing is, it is always false.  This worked in the past.  I can see the "PrimaryNameAttribute when I debug and the spelling/case looks correct.

The SDK version is 9.0.0.0 so it is later than the CRM Instance but I believe this worked maybe 2 years ago.

Bemused and annoying.

I can comment out the IF statements but this did work and I can see the attribute so it would be great to know what has gone wrong.

Hi all,

We are having extremely poor performance metrics using the ADXStudio community edition with our on-premise CRM. We are currently performing very basic performance tests on the home page, 200 concurrent users accessing the homepage, and the average time to load the page is approximately 20 seconds. This is with a single portal server hosting AdxStudio, and 1 CRM front-end, 1 CRM back-end, and 1 CRM SQL server. Plan is to scale this out to have multiple portal servers, but if we get such poor performance with one server scaling it out is only going to help so much.

We tried to rule out the network by spinning 2 VM's in Azure: 1 x single server CRM installation (v8.2), and 1 x portal server with vanilla AdxStudio. Standard specs, nothing too high or low. Running the same performance test on this portal gave the same results, approximately 20 second load average with 200 concurrent users on a home page. 

We have done a lot of investigation, playing with IIS settings, making sure WIF is enabled, making sure we are not downloading anything unnecessarily on the home page (although that is where most of the files get downloaded), made sure Web Notification plugins are only enabled for the correct entities, followed the blogs for basic optimisation of the portal (minification, etc). 

It appears that the product itself is very non-performant, and nothing we do makes any major difference. Does anyone have any experience of a similar problem? Are there any baseline stats for how performant an AsxStudio site can be? Does anyone have AdxStudio Community Edition working with a website that gets plenty of visitors and performs well? 

Any information will be of help, thanks in advance.

Hi,

I have custom entity called Assignment, on the form for this entity I have sub-grid configured to show Associated Contact (many to many relationship that exist between Assignment and Contact). On Assignment entity I have as well a field for storing Primary Contact (lookup field).

The problem I have is that I would like to generate FetchXML query to show all Associated Contacts from Subgrid and Primary Contact in separate row for example if I have 2 Associated Contacts in subgrid and Primary Contact enter in the main on Assignment form I would like the query to return 3 records in separate rows

Contact Full Name Phone

Peter     +0000001 (contact from subgrid on Assignment)

Andrew +0003022 (contact from subgrid on Assignment)

Steven  +0000003 (Primary Contact from Assignment form)

Could you please tell me if such query is possible to achieve? Below is the query I tried but is not displaying each record in separate row:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="new_assignment">
    <attribute name="new_name" />
     <order attribute="new_name" descending="false" />
     <link-entity name="contact" from="contactid" to="new_primarycontact" link-type="inner" alias="ab">
       <attribute name="fullname" />
     </link-entity>
     <link-entity name="new_assignment_contact_many_to_many" from="new_assignmentid" to="new_assignmentid" visible="false" intersect="true" link-type="outer">
       <link-entity name="contact" from="contactid" to="contactid" alias="ae">
         <attribute name="fullname" />
       </link-entity>
      </link-entity>
  </entity>
</fetch>

Hi, I would like to export data to excel online to be able to save the data edited in excel directly to CRM. However, as shown below, the option is not available:

I am using Microsoft Dynamics® CRM 2016 (8.1.0.359) (DB 8.1.0.359)

Hi, 

I have a requiement where in I want to pull me Org Chart for Customer in an iFrame. When I click on Open Org Chart button on my account I am able to navigate to Org Chart but I want the same org chart in my iFrame. I create a URL document.getElementById("heirarchy").src = clientUrl + "/_root/hierarchy.aspx?etc=1&oId=" + recId + "&pagemode=iframe&sitemappath=SFA|Customers|nav_accts"; for account hierarchy but not I want the same for my contact hierarchy. Can you please help here?

In Dynamics CRM 2016 On-Premise, I have created n-to-n relationship between Copmetitor and Custom Entity. My Goal is to be ale to add Competitors through the Navigation of the Custom Entity record.

I have already added the Competitor onto the Custom Entity Navigation as well as added the Custom Entity onto the navigaiton of the Competitor Entity.I currently am able to add the Custom Entity records through the Competitor navigaiton but I am not able to add Competitors through the Custom Entity Navigation.

The n-to-n relationship is basically the same with other n-to-n relaitonships between Competitor and other Standard entities.

Please let me know, is it possible for this to hapen to begin with, if so, what configurations or customizaitons should I do?

Thanks in Advance!

Hello good day.

I am currently getting this error (Image 01)

To rule out the coding, I have deleted all the JS that were in the form of the Opportunity entity; but still I get error. (Image 02)

The opportunity entity already had the name of the load ("Form_onload") and had now changed it to ("Mscrm.Form_onload").

But when I assign this role to the user with whom I access the web, I don't get any error (the web loads me correctly). (Image 03)

Image 01

Image 02

Image 03

My org is moving from CRM 2011 to CRM 2016 (finally!). I support my group from the user side, working with our IT group. (I'm not an IT guy by trade.... but know enough to be dangerous if given too much access...)

I am noticing the interface of the Dashboard is a bit different from 2011. I guess that is expected....I have tons of various Personal Views created that I have brought into many Dashboards that are specialized for our specific users' needs. Unlike CRM 2011, when in CRM 2016 I cannot click a 'Column Filter' on the Ribbon of the Dashboard screen, I must now  click the icon on the right of the grid that represents the Associated View in order to get a "Filterable' view. I can modify that view to meet my Personal view columns, but I am wondering if it's possible to have the view default in a Associated view on the Dashboard from the get go?

Hi,

I have a simple workflow which runs a fetchxml to find duplicates, It matches a number of fields of the record in question, and if a dup is found, it marks the record as a dup (yes i know about dynamics dup checking, i need to use this). I need to run this workflow in bulk (ill be using XRLToolbox bulk workflow execution).  My problem is that when the workflow fires, it starts on both records at the same time, and as a result, matches both records as a dup. Record1 is marked as a dup because of Record2, and Record2 is marked as a dup because of Record1. How could i avoid this and only mark a single record as a dup?

Hello,

I'm trying to intercept the Activate Quote button functionality to make sure some fields are filled in before the Quote is activated. I have tried the following ways with Javascript:

1. Calling the activateQuote() function in a custom javascript library function and adding that custom function to Activate Quote button in the Ribbon through XRMToolBox - Gives an error that activateQuote() is undefined.
2. Mscrm.Form.quote.ActivateQuote.ActivateQuote() function in the custom JS library - Nothing happens

Can someone please tell me if I am missing something? Is a reference or something needed that I am not adding? 

Hi friends,

I am aware that we can send email within plugins with entity reference of  system user.

Entity fromSysUser = new Entity("activityparty");
fromSysUser["partyid"] = new EntityReference("systemuser", fromUserId);

EntityCollection fromParty = new EntityCollection() { EntityName = "activityparty" };
fromParty.Entities.Add(fromSysUser);
email.Attributes["from"] = fromParty;

However, not every mailbox has a system user as an owner. In this case, we are trying to send email in plugin using mailbox instead of system user. Is this doable please? Thanks.

Hi knowledgeable people,

i have the following scenario:

1. Custom Contacts Related Grid(Entity) on opportunities which is N to N.
2. Related entity (mentioned above) have relationship to opportunities, contacts and another custom entity called roles, to select using a look up the opportunity contact role.
3. i need to retrieve contacts information from Contacts entity based on which role he has, for example if Opportunity Contact Role is Primary, i need from related contact his email, phone, etc... can be one role or multiple roles
4. I need to set those results on variables for example when it finds on related opportunity contacts the roles, primary, technical etc, save that information (email, name, phone) on a variable.

i'm trying something like this, but no success for me with that... so any suggestion/helpful hand will be pretty awesome for me :)

function RetrieveContacts (){ var getguid =Xrm.Page.data.entity.getId(); var idOppString = getguid.slice(1, -1); var stringResult = null; var ContactsArray = My.oData.GetEntityRecords("new_contactopportunity", null, "new_contactopportunityId,new_contactopportunityId/Name,new_opportunity/Name,new_contactrole/Name", "new_opportunity/Id eq guid'"+idOppString+"'", false, null, null, null); alert("Array: "+ContactsArray[0].new_contactopportunityId.Id); if (ContactsArray[0].new_contactopportunityId.Id > 0){ alert("into if"); stringResult = ""; for (var i = 0; i < ContactsArray[0]; i++){ alert(stringResult + ContactsArray[i].new_contactrole.Name); } } }

Dear community,

I am writing this question because where are facing a strange error on our Dynamics CRM installation. We try to get the app to work, but unfortunately we get a strange error and we cannot find any solution.

Our environment consists;

CRM 2016 on a 2012 server

ADFS 3 on a 2012 server

Claims based enabled and IDF too.

Followed the documentation on setting this up correctly and also performed the post installation steps for Oauth and ADFSclient entries.

Tests in browser internal and external are successful.

We can login with all os on tablets/phones

Here is the log I get from all app versions (tablet android/ios and phone os);

019-08-14 20:18:00.739+0200, 30580, 7317, "ScenarioStory Auth: Request Token (54c7368a-bd6c-42ec-9e17-723dec430955) Signaling Auth failure | Context: {"HeaderFields":{"null":["HTTP/1.1 500 Internal Server Error"],"Cache-Control":["private"],"Content-Type":["text/html"],"Cteonnt-Length":["75"],"Date":["Wed, 14 Aug 2019 18:17:55 GMT"],"X-Android-Received-Millis":["1565806680723"],"X-Android-Response-Source":["NETWORK 500"],"X-Android-Selected-Protocol":["http/1.1"],"X-Android-Sent-Millis":["1565806680714"]},"forceRefreshToken":false,"AuthRequestTask-OrgSvcUrl":""ResponseCode":500,"hasAuthCompleteCallback":true}"">drm.org-name.eu/.../web
2019-08-14 20:18:00.771+0200, 30580, 7317, "ScenarioEnd Auth: Request Token (54c7368a-bd6c-42ec-9e17-723dec430955): FAILURE ERROR Authentication: Security Token Response is 'AuthError' - Took 145ms | Context: {"HeaderFields":{"null":["HTTP/1.1 500 Internal Server Error"],"Cache-Control":["private"],"Content-Type":["text/html"],"Cteonnt-Length":["75"],"Date":["Wed, 14 Aug 2019 18:17:55 GMT"],"X-Android-Received-Millis":["1565806680723"],"X-Android-Response-Source":["NETWORK 500"],"X-Android-Selected-Protocol":["http/1.1"],"X-Android-Sent-Millis":["1565806680714"]},"AuthError-ErrorDescription":"BearerTokenChallenge: responseCode !\u003d 401","AuthRequestTask-OrgSvcUrl":""forceRefreshToken":false,"isAutoSignIn":false,"AuthError-Status":"Failed","ResponseCode":500,"AuthError-ErrorCode":"0","hasAuthCompleteCallback":true}"">drm.org-name.eu/.../web
2019-08-14 20:18:00.774+0200, 30580, 1, "ScenarioStart Player calls UCI (b4c41d27-b069-4e6a-87e9-44c289271615) | Context: {"handler":"javascript:PALNativeBridge.deviceCallback"}"
2019-08-14 20:18:00.827+0200, 30580, 1, I, CrmWebChromeClient, onConsoleMessage, 14, "UCI Webview ConsoleMessage:", "">drm.org-name.eu/.../Microsoft.Crm.Client.Core.Framework.js, "1", "ERROR", "[authentication] Authentication: Failed"
2019-08-14 20:18:00.830+0200, 30580, 1, I, CrmWebChromeClient, onConsoleMessage, 14, "UCI Webview ConsoleMessage:", "">drm.org-name.eu/.../Microsoft.Crm.Client.Core.Framework.js, "1", "WARNING", "[storage] Encountered error -2147093999 at at Microsoft.Crm.Client.Core.Framework.AuthenticationManager.$3Is (drm.org-name.eu/.../Microsoft.Crm.Client.Core.Framework.js at Microsoft.Crm.Client.Core.Framework.PAL.Dispatchers.$Th.$147.$1wG (drm.org-name.eu/.../MicrosoftAjax.js at Microsoft.Crm.Client.Core.Framework.PAL.Dispatchers.$Th.$147.$26k (drm.org-name.eu/.../Microsoft.Crm.Client.Core.Framework.js at Microsoft.Crm.Client.Core.Framework.PAL.Dispatchers.$Th.$147.$1Oa (drm.org-name.eu/.../Microsoft.Crm.Client.Core.Framework.js at Microsoft.Crm.Client.Core.Framework.PAL.Core.NativeBridge.$2nq (drm.org-name.eu/.../Microsoft.Crm.Client.Core.Framework.js at Microsoft.Crm.Client.Core.Framework.PAL.Core.NativeBridge.deviceCallback (drm.org-name.eu/.../Microsoft.Crm.Client.Core.Framework.js at <anonymous>:1:28"
2019-08-14 20:18:00.841+0200, 30580, 1, "ScenarioEnd Player calls UCI (b4c41d27-b069-4e6a-87e9-44c289271615): SUCCESS - Took 67ms | Context: {"handler":"javascript:PALNativeBridge.deviceCallback"}"
2019-08-14 20:18:00.847+0200, 30580, 7304, I, LoggingDispatcher, logMessage, 13, "[authentication] Authentication: Failed"
2019-08-14 20:18:00.850+0200, 30580, 7304, "ScenarioStart UCI calls the Player (1faf84d0-a16f-4d57-a5a7-3a3c0e5db955) | Context: {"methodName":"clientReady","jsonCallbacks":"{}","namespace":"Application","key":"e5fad19d-cecd-473d-b597-b0878b1a66fe","version":"Version1"}"
2019-08-14 20:18:00.853+0200, 30580, 7304, I, WebScriptBridge, clientReady, 16, "ClientReady", "{ Version = ; }"
2019-08-14 20:18:00.864+0200, 30580, 7304, "ScenarioEnd UCI calls the Player (1faf84d0-a16f-4d57-a5a7-3a3c0e5db955): SUCCESS - Took 13ms | Context: {"methodName":"clientReady","jsonCallbacks":"{}","namespace":"Application","key":"e5fad19d-cecd-473d-b597-b0878b1a66fe","jsonArgsLength":30,"version":"Version1"}"

Any assistance in this matter would be much appreciated.

Dear CRM Community,

There is a difference between appointment entity metadata in our development environment and production environment.
Here is the screenshot from MetadataBrowser for attribute "Required attendees" of entity appointment in development environment:

In production environment the property "Targets" has no value, but it should have a value as in development:

Due to this problem Resco Mobile CRM doesn't work properly for our users.

How can we edit appointment entity metadata, so it has value for "Targets" property of attribute "Required attendees" in production environment either? 

Your help is much appreciated!

Thank you very much!

Hello, everybody,

I want to know if it is possible for me to access my Dynamics 365 for Marketing directly from the Dynamics 365 Cloud.(see the Picture )

Hello, everybody,

I want to know if it is possible for me to access my Dynamics 365 for Marketing directly from the Dynamics 365 Cloud.(see the Picture )

Thanx

We have a current dynamics instance pointing to a SharePoint site and share point integration enabled.

Now we are doing a greenfields (reimplementing the entire system) implementation of same system and migrating documentlocations, we need to use the same sharepoint site.

Can someone please put some light on how to achieve this.

PS: We are migrating sharepointdoclocations and other entities with same guids using kingswaysoft/ssis.