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Open specific form based on field value in CRM 9.1 Online

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Hi All,

I have used the below code in online crm 9.1 to load the specific from based on lookup field value & called the method onload of case but its not working in online but this code worked in onprem 9.0 version.What could be the issue ?

//Show form based on Interaction Type, keep this method in all case forms
function showForm(executionContext) {
    try {
        var formContext = executionContext.getFormContext();
        var interactionType = GetLookupName(formContext, "mdc_interactiontype");
        var lblForm;
        var relType = interactionType
        switch (relType) {
            case "Gift & Entertainment":
                lblForm = "Case Overview - G&E";
                break;
            case "Conflict of Interest":
                lblForm = "Conflict of Interest";
                break;
            case "Investigation":
                lblForm = "Case Overview - Investigation";
                break;
            case "Enquiry":
                lblForm = "Case Overview - Enquiry";
                break;
            case "Personal Trade Management":
                lblForm = "Case Overview - Personal Trade Management";
                break;
            case "Restricted Security Management":
                lblForm = "Restricted Securities";
                break;
            default:
                lblForm = "Case Overview - G&E";
        }
        //check if the current form is form need to be displayed based on the value
        var formLabel = formContext.ui.formSelector.getCurrentItem().getLabel();
        if (formLabel != lblForm) {
            var items = formContext.ui.formSelector.items.get();
            for (var i in items) {
                var item = items[i];
                var itemId = item.getId();
                var itemLabel = item.getLabel()
                if (itemLabel == lblForm) {
                    //navigate to the form
                    item.navigate();
                }
            }
        }
    } catch (error) {
        var errorOptions = {
            details: "Error in CaseOverviewEnquiry js, Method Name:showForm().Download Error log file",
            errorCode: 2,
            message: error.message
        };
        Xrm.Navigation.openErrorDialog(errorOptions);
    }
}
Any idea anyone it will be appreciated !!
Thanks,
Jharana

tracingService vs Exception handling

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Hi,

I'm looking at this code to learn plugins and programming, can you please explain to me what's happening in the catch block (lines 80-81 in the code sample at the link)?

catch (Exception ex)
                {
                    tracingService.Trace("FollowupPlugin: {0}", ex.ToString());
                    throw;
                }

What does the {0} inside the interpolated string stand for  / point to?
Why do I need the Throw instruction here (line 4 or line 81 in the code sample at the link)?
Where can I find the tracingService logs on Dynamics CRM online?

Azure multitenant Single Sign On for Power Portals

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There is a requirement where we need to allow external Azure/Microsoft  users to sign in in Power Portal with their local Company Accounts.  Also we need to capture their company Name . Users need not to sign up for Portal. 

We checked Microsoft documents on Azure AD with multitenant, but it didn't work.  Can we do something using Microsoft Provider?

 Please suggest.  

Total duration of Activities in Cases

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Greetings all, first post and beginner CRM Administrator for a small business. 

We are starting to design Cases and we would like to have a field that would report the total duration of all Activities associated with a Case and Child Cases.  I have looked online and unable to find a walkthru or information.  Thank you.

Hiding the subgrid, retains the ribbon buttons

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Hello,

I have a account entity quick view form on a case form. The QV form shows a grid showing all cases for the account. On some condition, I want to hide the grid. The hiding (setVisible(false)) is working, but it weirdly retains the the subgrid's ribbon buttons and the pagination. How to hide the entire subgrid?

Thanks!

Auto populate related entity record in lookup field in D365 using JS

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Hi there, 

I'm customizing quick create form in lead entity where I have fields named Country, Country Code (Business Phone), Country Code (Mobile Phone). All three fields are lookup on the form. Now that, on selection of country record from country lookup, I need to set it's related country code field on other two lookup fields that are Country Code (Business Phone) and Country Code (Mobile Phone). 

I have done this code to auto populate it but this didn't work as we are unable to save the record with error that the record is not available or you do not permission to view it. However, I do have right permission that is System Admin. 

//function to autopopulate mobile and business country codes when the country is selected
function fillLookup(executionContext)
{
  debugger;
  var formContext = executionContext.getFormContext();

 

  var lookup = formContext.getAttribute("smo_countryregion").getValue();
  if (lookup != null) 
  {
        var lookupId = lookup[0].id;
    Xrm.WebApi.retrieveMultipleRecords("smo_country", "?$select=smo_countrydialingcode&$filter=smo_countryid eq "+lookupId+"").then(
    function success(result) {
        var country_code = result.entities[0]["smo_countrydialingcode"];
        var country_id =  result.entities[0]["smo_countryid"];
        var value = new Array(); //create a new object array
    value[0] = new Object();
        value[0].id = country_id;
        value[0].name = country_code;
        value[0].entityType = "smo_countrydialingcode";
        if(country_code != null)
        {
    formContext.getAttribute("smo_countrycodemobilephoneid").setValue(value);
    formContext.getAttribute("smo_countrycodebusinessphoneid").setValue(value);
        }
    },
    function(error) {
        Xrm.Utility.alertDialog(error.message);
    }
  );
 }
 else{
  console.log("Please enter the Country value");
  formContext.getAttribute("smo_countrycodemobilephoneid").setValue(null);
  formContext.getAttribute("smo_countrycodebusinessphoneid").setValue(null);
}
}

Can you please help me with JS code set related country code value based country selection in Lead entity quick create form. 

Thank you,

Leo

How to call an custom action in dynamics 365 online using Postman?

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I want to call an custom action (use for retrieve crm data of a entity) in dynamics 365 crm online using postman. Can anyone tell me the steps from beginning how to do that?

Thanks,

Sougata

how to achieve this in js ?

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And one more condition u need to add
--when case field is visible make it mandatory 
else non mandatory

How to fill resources field in service activity entity

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I have a task to create service appointment  dynamically  I have a difficulty  filling the resources field, I tried with entity reference but still get exceptions, how can I fill that field?

my bad code example 

ServiceAppointment newServAppo = new ServiceAppointment();
newServAppo.Resources. = new EntityReference(SystemUser.EntityLogicalName, userId);
OrganizationService.Create(newServAppo);

Distribution of tasks to a marketinglist

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Hey Guys,

I hope you all do good. I am currently struggling with a solution to distribute tasks assigned to one user to all contacts within a marketinglist. In a campaign i can only distribute letters, mails or calls, but no tasks. Is there another way for tasks? My sales guys want to coordinate themselves with tasks. 

Thanks!!


Best

Leif

Custom Policies for Multi Tenant in Azure AD b2c

Error Diagnosing misc errors - Dynamics 365 On-Premises

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We have a number of errors that pop in a variety of places randomly.  What is the best wat to diagnose what is causing the problem?  All they say is "An error has occurred, try this action again.    Not very helpful.

What is the best way to nail these down?

BTW, this is Dynamics 365 On-Premises 8.2 with all of the latest patches.

Dynamics CRM On-Prem and SharePoint Online Validating Site failing.

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Hi All,

I am running into a weird issue with SharePoint Online. The site validates for a while and then disconnects and gives the below error message. 

<exception>The underlying connection was closed: An unexpected error occurred on a send. Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host.</exception>

Any idea how to resolved this??? 

I have already successfully done the configuration https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/mt171421(v=crm.8)?redirectedfrom=MSDN but still no luck. 

Is it related to TLS?? Can anyone please guide? Thanks

How do you initiate a Smoke Test in Dynamics CRM 365 on-premise 8.2?

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I believe the subject is self-explanatory.  How do you begin one?  I've seen references to doing one once you have completed some system changes but dont know how.  Thanks.

MSCRMEmail Event ID 23379

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I get the following email in event viewer

#23379 - Could not verify the version of Dynamics 365 at http://XXXXXXXX. The server was unable to process the request due to an internal error.  For more information about the error, either turn on IncludeExceptionDetailInFaults (either from ServiceBehaviorAttribute or from the <serviceDebug> configuration behavior) on the server in order to send the exception information back to the client, or turn on tracing as per the Microsoft .NET Framework SDK documentation and inspect the server trace logs.

Any suggestions on how to diagnose it


how to limit incoming email in server side synchronization

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Hi,

currently, we are using Dynamics 365 CE on premise version 8.2. and we are enabling mailbox for some users. in this case we only want to enable incoming email with server side synchronization. whereas, the other configuration (outgoing and appointment, contact, task) will keep as "none".

i want to know how to limit email that will be synced from user's mailbox to CRM? i dont want all email in the user inbox will be synced.

please advise.. thank you

Error for Relevance Search

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We have been using the relevance search for a while with no issues. However in the last few days every someone searches we get this error and image. Retry does nothing. 

Any ideas?

Increase HTTP Request Time Limit

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I have a PowerApps Portal Web Template that makes several fetchxml queries. Making matters worse is that these fetches are nested within markup, and often within a for-loop--we're talking somewhere in the realm of > O(N^4). If the data entities are too large the fetch takes far too long (as you can imagine) and the request times out, at which point the page displays an application runtime error notification. 

The long term solution is to refactor the page to improve load and runtime performance. However, I'm trying to come up with a temporary fix we can implement while we wait for the refactor. 

Is there any way we can increase the time limit for http requests in a Power Apps Portals?

Thank you,

David K

Custom Entity - Insufficient Permissions

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Hi Team,

We have a custom entity and whenever we're opening the record of that custom entity, we're getting following pop-up:-

Exception Message: Error_Title_0x80040220

ErrorCode: -2147220960
HexErrorCode: 0x80040220
Error Details: Error_Message_0x80040220

Activity Id: a7c63c76-8e7e-4003-8c57-29269d07b11c

Do you know how to read this message? or how to debug this message? This issue started happening after Omnichannel updated into our environments.

Thanks.

MS Flow Is not getting triggered on the phone call activity status(change) complete.

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Hi,

I just want to create a follow-up (phone call)activity on the status change(Complete) of phone call activity. But MS flow is not getting triggered on the status complete of phone call.

Condition of Ms Flow mentioned below:

1.) In the phone call form "follow-up Activity type" should be Phone(value=1).

2.) Flow trigger condition should be status= complete(Statecode=1).

 

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