We have a CRM portal that handles some data. I need to implement a sms functionality once a task is completed on the pipelines.
Please assist.
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Sms Confirguration for Dynamics CRM
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JavaScript to Retrieve Field Values from Opportunity and Pass to Opportunity Close as Text Fields
We have a need in our process to pass information from three fields in the Opportunity record to the Opportunity Close form. Two of these fields are Lookup fields to other custom entities while one is an option set. This information was to passed through JavaScript but I am having issues pulling the text from the lookup fields and so must have something wrong. (I'm a bit new to JavaScript). I'm hoping someone might be able to help with this coding or perhaps there is a better way to pass this information over. Below is a sample of the JavaScript. Thanks.
functiongetRelatedInfo(e) {
// Get the Form Context
varformContext=e.getFormContext();
// Set variables for the related entity to get data from
try{varrecordGuid=formContext.getAttribute("opportunityid").getValue()[0].id; }
catch(err) {}
// If the recordGuid contains data
if (recordGuid!=null) {
// Use the WebApi to get data
Xrm.WebApi.retrieveRecord("opportunity", recordGuid, "?$select=z2t_optype&$expand=z2t_Division($select=z2t_name),z2t_Make($select=z2t_name)").then(
// If successful, set variables for the results
functionsuccess(result) {
varOpType=result.z2t_optype;
if (result.hasOwnProperty("z2t_Division") &&result["z2t_Division"] !==null) {
varDivision=result["z2t_Division"]["z2t_name"]; // Text
}
if (result.hasOwnProperty("z2t_Make") &&result["z2t_Make"] !==null) {
varMake=result["z2t_Make"]["z2t_name"]; // Text
};
// Set the form fields
formContext.getAttribute("gp_opportunitytype").setValue(OpType);
formContext.getAttribute("gp_Division").setValue(z2t_Division_z2t_name);
formContext.getAttribute("gp_Make").setValue(z2t_Make_z2t_name);
},
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Custom APPS not showing to users
Hi All,
I have a custom model driven App , but this App not visible to user despite following below steps:
- add the new security role to App under 'Manage Roles'
- enabled Read Privilege for Model Driven App Under Customization in security Role
I have user1 and securityRole1, I just copied the role and created SecurityRole2 and assigned this to User2. Both users have same licenses but App is visible to User1 but not visible to user2.
Please guide if I am missing something.
Regards,
Persis
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Workflow no longer updating lookup field
I have this workflow set up and after a upgrade it is no longer updating the county record. I can not using mapping because I need it to move backwards the update needs to be Contact Address -> Crisis Form. I'm having trouble trying to figure out a solution to get this working again.
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How to open customer account page by phone number by pass into url ?
hello,
I'm facing an issue while attempting to open a customer profile using URL parameters. I have tried passing the telephone1 field in the URL, but it seems to redirect me to the new account creation page instead of opening the existing customer profile.
Here is the URL I've been using:
xxxxx.crm4.dynamics.com/main.aspx
I would greatly appreciate any guidance or suggestions on how to correctly open the customer profile based on the provided telephone number.
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Customising the Notes entity ribbon
Hi,
I want to hide all the buttons except the refresh button from the notes subgrid.
When I added this entity to a solution and used the ribbon workbench it didn't work. Seems like Ribbon Workbench will not allow customization to the notes entity.
What other solutions we have to achieve this?
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Hi community, I have downloaded the Dynamics 365 for Phone App, however, when I attempt to open App customer service Workspace it, I receive an error message.
Hi community, I have downloaded the Dynamics 365 for Phone App, however, when I attempt to I receive an error message.
Can Anyone Please Help me How we can open customer service app in mobile please help me for this.
I have also tried to login using Make.poweeapp but here also i got same error:
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Dynamics Marketing Event Portal prefill user first name and last name based on login information
Hi,
we are using the Angular Dynamics Marketing Event Portal. To register for the events you have to sign in into the portal using Azure AD B2C. Everything works fine I am only struggeling prefilling the event registration form with the users firstname, lastname and email based on the signin, so that the user has not to type this information again.
Thanks for your help!
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Email Template permission
Hi,
I have created a email template under case entity . I want this email template to be visible only for my team members and no one else.
Please help me with this ask.
Thanks
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Hi Community can any one help me how to write a plugin for this how to create a SharePoint folder with associated With create record guid as name of the folder.
Hi Community can any one help me for this how to write a plugin create a SharePoint folder with associated With create record guid as name of the folder.
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Enabling additional languages
Hi all,
I am trying to enable an additional language pack in an dev environment as I have done several times before. The process starts and aborts and I get the following error:
System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Sql error: The operation attempted to insert a duplicate value for an attribute with a unique constraint. CRM ErrorCode: -2147012606 Sql ErrorCode: -2146232060 Sql Number: 2627 (Fault Detail is equal to Exception details:
ErrorCode: 0x80073002
Message: Sql error: The operation attempted to insert a duplicate value for an attribute with a unique constraint. CRM ErrorCode: -2147012606 Sql ErrorCode: -2146232060 Sql Number: 2627
TimeStamp: 2023-06-07T11:32:21.9839829Z
--
).
what does this mean? anybody have an idea how to solve this and install the language pack for the customer?
Regards and thanks for your time
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PHP Connect to Microsoft Dynamics CRM
I am trying to connect to Microsoft Dynamics CRM using an Application or Client Id and a Client Secret based authentication. I have client id, client secret and Tenant Id.
But it does not seem to connect, I get the next error: "AADSTS90002: Tenant 'xxx-xxx-xxx-xxx-xxx' not found. Check to make sure you have the correct tenant ID and are signing into the correct cloud." eventhought the client claims that the tenant id is correct, so I am guessing I am doing something wrong here.
Here is the code:
$clientId = 'xxx-xxx-xx-xx-xx';
$clientSecret = 'test';
$resource = 'test.crm4.dynamics.com';
$tokenEndpoint = 'login.microsoftonline.com/.../token';
// Prepare the request body$params = array(
'grant_type' => 'client_credentials',
'client_id' => $clientId,
'client_secret' => $clientSecret,
'resource' => $resource
);
$query = http_build_query($params);
// Create the cURL request$ch = curl_init($tokenEndpoint);
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS, $query);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
// Execute the request$response = curl_exec($ch);
curl_close($ch);
// Parse the response$data = json_decode($response, true);
print_r($response);
Then i should get the leads from the crm:
if (isset($data['access_token'])) {
$accessToken = $data['access_token'];
// Use the access token to make API requests// For example, retrieve leads$leadsEndpoint = 'test.crm4.dynamics.com/.../leads';
$headers = array(
'Authorization: Bearer ' . $accessToken,
'Accept: application/json',
'OData-MaxVersion: 4.0',
'OData-Version: 4.0',
);
$ch = curl_init($leadsEndpoint);
curl_setopt($ch, CURLOPT_HTTPHEADER, $headers);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
$response = curl_exec($ch);
curl_close($ch);
// Process the leads response$leads = json_decode($response, true);
foreach ($leads['value'] as$lead) {
// Process each lead record as needed$leadId = $lead['leadid'];
$fullName = $lead['fullname'];
$email = $lead['emailaddress1'];
echo"Lead ID: $leadId\n";
echo"Full Name: $fullName\n";
echo"Email: $email\n";
echo"\n";
}
} else {
// Handle authentication errorif (isset($data['error_description'])) {
echo"Authentication Error: " . $data['error_description'];
} else {
echo"Authentication Error";
}
}
I do not understand what I am doing wrong, there are just a few examples on the internet. I have also tried Alexa CRM, but my php version is not suitable, as I cannot upgrade it because of the other projects on the server.
Please excuse my English, I am not a native English person.
Please help! Thank you!
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Export of data in make.powerapps.com fails - Error: "Exportservice not availiable"
Hi,
I want to export (and import) data via make.powerapps.com to a certain table. I log in with an system admin, go to my solution and click on export. Unfortunatly I get an error saying "Exportservice not availiable. Error on this connection group..."
Any Idea what I'm doning wrong here?
Thanks,
Stefan
Error:
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Custom Entity not showing when creating/viewing a security role
Hi There,
I have an issue where my custom entity (called quote item) is not showing when creating or viewing a security role. The custom entity is visible in advanced find but not on a security when viewing or creating. I have checked the other tabs on the security roles but the custom entity is not visible.
This is the custom entity in the backend
Is there a setting where this can be enabled to show on the security role as a custom entity?
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Parent-IFrame Communication
I created a HTML web resource on a form. This HTML generates an iFrame dynamically. It also needs to listen to requests coming from the child iFrame and blink/stop blinking the browser's tab.
Our dynamics CRM is over HTTP and the iFrame is over HTTPS.
This is the HTML:
community.dynamics.com/.../demo.txt
Inside the iFrame, which we do not have access to as it is in another domain, the postMessage API is used to send data to the parent HTML like so:
window.parent.postMessage(JSON.stringify({active: 1}), "http://path/to/our/org"); // our CRM is over HTTP
but the debugger inside messageHandler will not be hit.
The checkbox restrict cross-frame scripting is unmarked.
We are using Dynamics CRM v8.1 on-premise if that matters.
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Authentication Error Microsoft Dynamics CRM 2016 v 8.2
I am working on a Microsoft Dynamics CRM 2016 version 8.2 on-premises environment with separate front-end, async and sql servers to support the deployment. This deployment is NOT Internet Facing, is NOT using Claims-based authentication, and instead is using Windows Authentication. There are no issues with anyone logging in - all users can log into the system and use the system as expected.
However, we get a platform error when we publish all customizations. This error does not prevent the actual customizations from being published, but an error is thrown to the user and there is no log to download.
The Trace Logs show the following:
System.Security.Authentication.AuthenticationException, System, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089</ExceptionType><Message>Authentication failed on the remote side (the stream might still be available for additional authentication attempts).</Message><StackTrace> at System.Net.Security.NegoState.ProcessReceivedBlob(Byte[] message, LazyAsyncResult lazyResult)
at System.Net.Security.NegoState.StartSendBlob(Byte[] message, LazyAsyncResult lazyResult)
at System.Net.Security.NegoState.StartSendBlob(Byte[] message, LazyAsyncResult lazyResult)
at System.Net.Security.NegoState.ProcessAuthentication(LazyAsyncResult lazyResult)
at System.Net.Security.NegotiateStream.AuthenticateAsServer(NetworkCredential credential, ProtectionLevel requiredProtectionLevel, TokenImpersonationLevel requiredImpersonationLevel)
at System.ServiceModel.Channels.WindowsStreamSecurityUpgradeProvider.WindowsStreamSecurityUpgradeAcceptor.OnAcceptUpgrade(Stream stream, SecurityMessageProperty&amp; remoteSecurity)</StackTrace><ExceptionString>System.Security.Authentication.AuthenticationException: Authentication failed on the remote side (the stream might still be available for additional authentication attempts). ---&gt; System.ComponentModel.Win32Exception: The target principal name is incorrect
--- End of inner exception stack trace ---
We have Service Principal Names set for the front-end server. These are required for users to log in.
We have attempted to:
1. Add a SPN for the async server. Did not help this issue.
2. Add a SPN for the Service Account running the Async service against the async server.
Neither of these solved this issue.
If anyone happens to have seen this issue before and solved it, please let us know. Thanks very much!
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Receiving Faxes Dynamics CRM
One of the Company receives fax orders from their customers and that need to be integrated it into their CRM system. so, I am looking for a solution to receive faxes. I am not able to find any information on receiving faxes.
Any suggestions would be helpful.
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Products - Services and invoice items - Dynamics Sales
Hello everyone,
here is the challenge I am trying to solve within the product catalogue:
- We are offering Online Marketing services as products
- Example: Product = Google Ads, BUT the product itself will not have the price, the exact service prices will be defined as contract items (the question is also as products?)
- Example: Contract item for Google Ads
- Service Fee (€)
- Variable from Ads Budget (%)
- Performance Share of generated revenue (%)
My challenge is now, how to set up the product catalogue the best way so that these contract items will be linked directly to the product as its subproducts?
We want to achieve, that these contract items can be used later for ongoing invoicing products as well.
Additionally I have the challenge to set up the product with percentage details instead of costs.
Ideally it should like this when I create the contract/order, the product is the header and the subproducts as you see.
The thing is we need the product GOOGLE ADS as a product and not family, as we are creating a custom project (custom entity) based on the main product.
But maybe you have a better idea :)
Thanks for help
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Assistant Not Showing Insight Cards
Any idea why an insight card would show via the light bulb and not within the lead it is regarding? 
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Setting a Default "From" Email Address on Dynamics CRM Email Templates?
Hi everyone,
Before migrating to Dynamics CRM, we came from a platform which allowed setting default "From" and "To" email addresses on email templates, which when imported into an email, automatically populated the respective fields. This made customer responses more efficient.
It's my understanding that Dynamics CRM does not support this, but I was advised Microsoft was releasing an update to allow default "From" email addresses on templates. Is anyone aware of this? I couldn't find any online documentation, and I didn't see any notes regarding this feature being implemented with the new editor.
We are 2023 release wave 1 enabled
Thanks in advance,
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