Hi,
Please note i have not created nor customised any process flows.
Kindly point me to other possible troubleshooting alternatives.
I am creating a Web Form using Steps in Dynamics Portal.
I have a date only field on a step the user will put a date in. I need to use a condition when that step is submitted that works out if that date is 5 years or older from today.
For example todays date is 23 Apr 2021
If the date entered in the field is 20 April 2016 (5 years and 3 days ago) then this would pass the condition and move to the next step.
If the date entered in the field was 25 April 206 (4 years 362 day ago) then this would fail the condition and move to a different step.
Can you use this time of feature in the Step Condition?
Hi,
I'm trying to create a workflow that will copy the data in a quote into an opportunity.
The main bit works fine, but im stuck when trying to copy the quote products over into the opportunity - as opportunity products.
How can i manage this?
Hi,
I used XrmToolbox to connect to "Organization A" (URL of an online Dynamics CRM).
Now I want to connect it to "Organization B" (a different URL) but when I try to login I get the error "Unable to login to CRM using cached credentials".
Can I clear the mentioned "cached credentials" to overcome the issue without uninstalling XrmToolbox?
The complete version of the tool is XrmToolbox for Microsoft Dataverse and Microsoft Dynamics 365 (v1.2020.12.43).
I know about logic diagramming for individual rules/flows/automations, but is there any way to create some sort of composite for all these automations?
It would be helpful and informative to see that X column is used as a trigger in A, B, and C automations with D, E, F, and G conditions and it's actioned in H, I, and J automations... etc etc.
Does such a thing already exist? My first thought was some sort of complex diagram but that seems like it would need a special program to do composites like this. Maybe a well-designed spreadsheet with filters and pivot tables could do the trick but I'd rather not re-invent the wheel.
Hi, I created a file field at powerapps and can upload a file in the CRM formular. Now I need an upload by C# and I found the classes:
InitializeFileBlocksUploadRequest and CommitFileBlocksUploadRequest
Fine except of the "BlockList" at CommitFileBlocksUploadRequest: How to set it correctly within byte-Array or base64 String?
public long UploadFileAsByteArray(ref IOrganizationService service, ref ITracingService tracingService, ref byte[] bytes, string fileName, EntityReference entityReference, string fieldNameOfFile) { string[] blockList = new string[1]; blockList[0] = InfSystem.GetBase64OfByteArray(bytes); InitializeFileBlocksUploadRequest initRequest = new InitializeFileBlocksUploadRequest { Target = entityReference, FileAttributeName = fieldNameOfFile, FileName = fileName, }; InitializeAnnotationBlocksUploadResponse initResponse = (InitializeAnnotationBlocksUploadResponse)service.Execute(initRequest); CommitFileBlocksUploadRequest commitRequest = new CommitFileBlocksUploadRequest { BlockList = blockList, MimeType = InfSystem.GetMimetypeByFilename(fileName), FileContinuationToken = initResponse.FileContinuationToken }; CommitFileBlocksUploadResponse comitResponse = (CommitFileBlocksUploadResponse)service.Execute(commitRequest); long fileSizeInBytes = comitResponse.FileSizeInBytes; return fileSizeInBytes; }
I want to know Is there any way to see when last time my web resource was modified and I can get this modified information from database.
We created a custom quote product form that allows us to customize products (so all products are write in products), but when we click on "Add Product" from the quote form it takes us to a new form (UCI). I have no idea where that quote product form is, as it's not displaying in the quote product forms. But when I add the product using the form provide (Not mine) and I try to edit the product my form (the correct one) shows up.
How do I disable the new form and have the quote product form load my form. I even disabled all quote product forms in the app and it still shows up?
Thanks,
I need to create a Record on ribbon Create button and open a pop up which will show minimum information like one lookup and name . On save navigate to edit the form with more details as I have more than one form types.
Hi All,
I am business analyst and not a developer so I hope I am explaining myself well.
We have a liquid portal page that is quite long. Towards the middle of the page we have a sub-grid where you can click a button to add a record to the sub-grid. When you click the button a pop-up appears where you enter the data and then you hit submit to add the record. This is where the issue is. When you add the new record and the pop-closes the page refreshes and jumps to the top/ start of the page.
Is there a way to stop the page from jumping to the top/ start of the page when it refreshes after a new record is added to the sub-grid?
Thanks,
WvH
Hello everyone,
I need your help in resolving an issue. I have created a console application which talks to the Dynamics 365 9.2 online instance, creates a record. I have created the app, secret and established the connection with the environment. However, I am not able to create the record. It says bad request. Please help.
Just signed up for a Trial of Office 365 E3 + Dynamics Customer Engagement and when I go to office.com I see tiles for Dynamics 365 for Operations ??? but no CE (Sales, Cust Service etc)
Is there something else I need to do to see the Dynamics environment ? I see all Trial licenses associated but no Dynamics admin centre? Any help would be appreciated - thx
Hello,
I'm trying to use the Data Export Service API to export data from Dataverse to Azure SQL, but I'm getting the following error: "Message": "DSF Error: CRM Organization xxx-xxx cannot be found.", "ErrorCode": "1071". The xxx-xxx is the OrganizationId.
Customer doesn't have a Dynamics 365 Sales license. Does he need it to use the Data Export Service API? Docs says it is needed but Microsoft emailed me that it's not necessary.
The URL I am posting to is: https://discovery.crmreplication.azure.net/crm/exporter/profiles with the following data:
There are some things I wonder about whatsapp gb app
What is online toast contact in GB Whatsapp?
How it works?
Have you experienced it yet?
Please explain to me to understand better.
I have an entity that I imported using a data flow from a SQL view. This entity is a primary table to two additional tables - how can I import the other two tables and associate it with this primary table (1:Many). CDS/Dataverse doesnt allow to join on coloumn like SQL.
IOrganizationService organizationService = null;
try
{
ClientCredentials clientCredentials = new ClientCredentials();
clientCredentials.UserName.UserName = "......onmicrosoft.com";
clientCredentials.UserName.Password = "password";
// For Dynamics 365 Customer Engagement V9.X, set Security Protocol as TLS12
// ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
organizationService = (IOrganizationService)new OrganizationServiceProxy(new Uri("">-------.api.crm8.dynamics.com/.../Organization.svc"),
null, clientCredentials, null);
if (organizationService != null)
{
// Guid userid = ((WhoAmIResponse)organizationService.Execute(new WhoAmIRequest())).OrganizationId;
Guid userid = ((WhoAmIResponse)organizationService.Execute(new WhoAmIRequest())).UserId;
if (userid != Guid.Empty)
{
Console.WriteLine("Connection Successful!...");
}
}
else
{
Console.WriteLine("Failed to Established Connection!!!");
}
I am using a console application in which I have deserialize JSON object into c# class now I want to insert the top 10 records using the console application
using BGImporter.Models;
using Newtonsoft.Json;
using RestSharp;
using System;
using System.Collections.Generic;
using System.Net;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;
using System.ServiceModel.Description;
using System.Threading.Tasks;
using System.Net.Http;
namespace BGImporter
{
class Program
{
static void Main(string[] args)
{
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
string URL = "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX";
RestClient client = new RestClient(URL);
client.Timeout = -1;
var request = new RestRequest(Method.GET);
request.AddParameter("text/plain", "", ParameterType.RequestBody);
IRestResponse response = client.Execute(request);
IOrganizationService organizationService = null;
try
{
ClientCredentials clientCredentials = new ClientCredentials();
clientCredentials.UserName.UserName = "XXXXXXXXX";
clientCredentials.UserName.Password = "XXXXXXXXX";
// For Dynamics 365 Customer Engagement V9.X, set Security Protocol as TLS12
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
// Get the URL from CRM, Navigate to Settings -> Customizations -> Developer Resources
// Copy and Paste Organization Service Endpoint Address URL
organizationService = (IOrganizationService)new OrganizationServiceProxy(new Uri("">XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"),
null, clientCredentials, null);
if (organizationService != null)
{
Guid userid = ((WhoAmIResponse)organizationService.Execute(new WhoAmIRequest())).UserId;
if (userid != Guid.Empty)
{
Entity objClient = new Entity("contact");
objClient["firstname"] = "tEishantST1";//"] = "";//single line of text
objClient["lastname"] = "TEST";//single line of text
OptionSetValue objovalue = new OptionSetValue(1);
objClient["new_sesso"] = objovalue;//option set
objClient["new_luogodinascita"] = "tEST";//single line of text
var date = Convert.ToDateTime("2021/03/03");
objClient["new_datadinascita"] = date;//date time
objClient["new_codicefiscale"] = "TEst";//single line of text
var id=organizationService.Create(objClient);
Console.WriteLine("Connection Successful!...");
}
}
else
{
Console.WriteLine("Failed to Established Connection!!!");
}
}
catch (Exception ex)
{
Console.WriteLine("Exception caught");
}
Console.ReadKey();
}
public static void ConsulentiData()
{
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
var consulenti = new RestClient("XXXXXXXXXXXXXXXXX");
// Method which we want to call
var request = new RestRequest("Consulent");
var response = consulenti.Execute(request);
//if request status is ok then we will handle the request
if (response.StatusCode == System.Net.HttpStatusCode.OK)
{
string rawResponse = response.Content;
var result = JsonConvert.DeserializeObject<List<Consulent>>(response.Content);
}
//ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
var clienti = new RestClient("XXXXXXXXXXXXXXX");
// Method which we want to call
var request1 = new RestRequest("Client");
var response1 = clienti.Execute(request1);
//if request status is ok then we will handle the request
if (response1.StatusCode == System.Net.HttpStatusCode.OK)
{
string rawResponse1 = response1.Content;
var result1 = JsonConvert.DeserializeObject<List<Client>>(response1.Content);
foreach()
}
}
}
}
I have created a calculated field, its value fill as status change to something particular.
It works fine, but when status change again, the value remove.
I checked the condition of calculated field, it is good enough.
I want to complete the condition with something like no action in else. ( so when status change my satisfied value will not remove )
I tried this -> In else action : if status does not meet the condition if; try to assign the same value, but it does not allow.
I also tried to leave the else action with no action but it does not allow me.
What can I do for that?
The problem is that when status change, the value also remove.
Some activity records are missing their Activity Type. the columns are being null. Any reasons for this.
can someone help me out here. Is something to be configured
Hello,
is it possible to turn off Outlook notifications that a particular event is cancelled, altough it already expired for example a week ago.
Basically, we want to deactivate a particular event, after it took place a few weeks ago. But after deactivating the event, Outlook sends every attendee a notification, that the event was cancelled.
Is there currently a way to avoid this?