Hi there,

we have D365 case management rules for a generic email address, it creates cases and assigns the owner as the team to monitor. This has been in place and seemingly working fine, however it has been noted that emails sent to this address that already have a regarding will not create a case, with the reason of 'an existing entity is already connected with this record'. We are a housing provider so the email could be linked to the account, property, etc so these records will be active. I was contemplating changing the case creation workflow to clear the regarding unless its already a case but there must be a better way? the team were really happy to move away from monitoring an inbox and getting them in D365. Thanks for any suggestions.

We have a portal connected to CRM DB, and we are creating the records directly to DB not from CRM.

We have a problem with trigger the CRM workflow which is working on Create new record, it's not working because adding records is not from the CRM.

So I tried to integrate the CRM to my application to start the workflow, or adding the records using CRM API's to start the workflow.

** CRM Version 1612 (8.2.24.14) (DB 8.2.24.14) on-premises

** NodeJs v16.19.0

Hi, here's my scenario:

1) In dev, there's one unmanaged solution (called Base). It has Entity A 

2) In that environment, in another unmanaged solution (called Addon), it adds another field to Entity A.

3) Base is deployed to QA as managed solution

4) Addon is deployed to QA as managed solution (so now entity A has the new field)

5) There's an update in Base, an updated managed solution of Base was created from dev and deployed to QA

6) Deployment failed at upgrade stage, because crm thinks that the base solution is trying to delete the original field from Addon.

Is that normal? 

Greetings! I'm fairly new to Dynamics and just looking for some clarification. I couldn't find anything super specific on this.

My organization was set up by a third party for the Sales Hub/Sales Team Member apps, so we have a root BU we've been working out of for a year or so now.

New divisions/departments in our company are starting to make their transition into Dynamics as well so I've been working on creating separations for the company via business units. The first problem here is if I create a new child business unit for a new department (call them Child A), everyone currently in Dynamics (Root BU) would be able to see their data because we are sitting at the root level. I'm trying to remove the original department from the root BU and put them in a child BU, leaving the Root BU for people like VPs or something.

What I need to know is:

If I want to restructure, how do I move everything currently going on in our root BU to a new child BU? Will I lose any data, security roles, etc by doing this?

My assumption is I just need to move all the users from the root into their new child BU, which will then keep them and their data separated from any other child BUs of the root BU. Security roles are at the Org level so I think I can just keep using those, and create "hidden" copy versions of them for BU specific security?


Any direction here is super appreciated!

Hello, 

I've created a C# plugin to calculate age based on a date of birth in my people table. 

I want to re-calculate age everyday, for every record in the table. 

Question is, what's the best way to fire this plugin?

Cerainly on create of the record. But how should i re-calculate?

I want to minimise calls to dataverse using power automate.

How can i trigger the plugin for each row everyday? It can't be triggered by a calculate column, and most records would not have daily changes. 

Should i refactor to the plugin to loop through all people records, updating each within the same plugin call? if so, how should i trigger this mass update?

Thanks!

Hi all

We have recently started to roll out CRM to our support teams. A service case is created based on a web form posted on our sites. No problems with that, but working with a case when new emails arrive to the Timeline of the case is difficult. New "case emails" turn up in the the view "Case emails available to work on", but it is tricky to get the context and timings.

Is there a feature hidden somewhere that instead "lights up" the case again since there is new stuff to take care of? I would like to see such a flag or indicator in the case list, NOT in this separate email view. Is that possible?

Thanks in advance

//Per

Hey!

Fairley new to the assembly/plugin part, so I have a working assembly code on (on-premise) v9.0 that we needed to update a single line in it (just a regex to check a string field against), and once I update it, it starts producing various errors, any idea what the issue might be?

the old regex:

Regex repeatedRegex = new Regex(@"(\d)\1+$");
if (repeatedRegex.IsMatch(contactMobileNumber.Substring(2)))
{
    throw new InvalidMessageException("Invalid repeated mobile number");
}

the updated regex:

Regex repeatedRegex = new Regex(@"(\d)\1{6,7}");
if (repeatedRegex.IsMatch(contactMobileNumber.Substring(2)))
{
    throw new InvalidMessageException("Invalid repeated mobile number");
}

the errors I started getting are the following:

Url = , Exception = System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Exception output::
System.Data.SqlClient.SqlException (0x80131904): New transaction is not allowed because there are other threads running in the session. at
System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction) at
System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)  
at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady)     
at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj)     
at System.Data.SqlClient.TdsParser.TdsExecuteTransactionManagerRequest(Byte[] buffer, TransactionManagerRequestType request, String transactionName, TransactionManagerIsolationLevel iso... (Fault Detail is equal to Exception details:   
ErrorCode: 0x80040216  Message: Exception output:: System.Data.SqlClient.SqlException (0x80131904): New transaction is not allowed because there are other threads running in the session.     
at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction)     
at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)    
at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady)     
at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj)     
at System.Data.SqlClient.TdsParser.TdsExecuteTransactionManagerRequest(Byte[] buffer, TransactionManagerRequestType request, String ...).

Url = , Exception = System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: System.InvalidOperationException: The connection was not closed. The connection's current state is open.    
 at System.Data.ProviderBase.DbConnectionInternal.TryOpenConnection(DbConnection outerConnection, DbConnectionFactory connectionFactory, TaskCompletionSource`1 retry, DbConnectionOptions userOptions)    
 at System.Data.SqlClient.SqlConnection.TryOpenInner(TaskCompletionSource`1 retry)    
 at System.Data.SqlClient.SqlConnection.TryOpen(TaskCompletionSource`1 retry)    
 at System.Data.SqlClient.SqlConnection.Open()    
 at Microsoft.Crm.CrmDbConnection.InternalOpenWithRetry(IDbConnection connection, String descriptionText)    
 at Microsoft.Crm.CrmDbConnection.GetCreateAndOpenConnection()    
 at Microsoft.Crm.CrmDbConnection.Open()    
 at Microsoft.Crm.SqlExecutionContext.InitConnectionAndTransaction()    
 at Microsoft.Crm.SqlExecutionContext.EnsureBeginRequest()    
 at Microsoft.Crm.SqlExecutionContext.get_Connection()    
 at Microsoft.Crm.BusinessEntities.ExecutionContext.OnErrorRequest()    
 at Micros... (Fault Detail is equal to Exception details:   ErrorCode: 0x80040216  Message: System.InvalidOperationException: The connection was not closed. The connection's current state is open.    
 at System.Data.ProviderBase.DbConnectionInternal.TryOpenConnection(DbConnection outerConnection, DbConnectionFactory connectionFactory, TaskCompletionSource`1 retry, DbConnectionOptions userOptions)    
 at System.Data.SqlClient.SqlConnection.TryOpenInner(TaskCompletionSource`1 retry)    
 at System.Data.SqlClient.SqlConnection.TryOpen(TaskCompletionSource`1 retry)    
 at System.Data.SqlClient.SqlConnection.Open()    
 at Microsoft.Crm.CrmDbConnection.InternalOpenWithRetry(IDbConnection connection, String descriptionText)    
 at Microsoft.Crm.CrmDbConnection.GetCreateAndOpenConnection()    
 at Microsoft.Crm.CrmDbConnection.Open()    
 at Microsoft.Crm.SqlExecutionContext.InitConnectionAndTransaction()    
 at Microsoft.Crm.SqlExecutionContext.EnsureBeginRequest()    
 at Microsoft.Crm.SqlExecutionContext.get_Connection()    
 at Microsoft.Crm.BusinessEnt...).

Url = , Exception = System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: SqlTrans - Encountered disposed Transaction when it should not be disposed (Fault Detail is equal to 
Exception details:   ErrorCode: 0x80040218  Message: SqlTrans - Encountered disposed Transaction when it should not be disposed  TimeStamp: 2023-06-13T09:11:36.9232978Z  --  
Exception details:   ErrorCode: 0x80040218  Message: SqlTrans - Encountered disposed Transaction when it should not be disposed  TimeStamp: 2023-06-13T09:11:36.9232978Z  --  
Exception details:   ErrorCode: 0x80040216  Message: System.ObjectDisposedException: Cannot access a disposed object.  Object name: 'CrmTransaction'.: Microsoft Dynamics CRM has experienced an error. 
Reference number for administrators or support: #8756C8B3  TimeStamp: 2023-06-13T09:11:36.9232978Z  --  ).

Hi,

After a bounce, we would like to check the email adress for obvious errors, resend the mail and resume the rest of the flow. The lane would look something like this:

Send email 'About Water 1' --> if bounced: yes --> task: check email for mistakes --> wait 2 weeks --> send email 'About Water 1' --> if bounced: no --> etc.

This means there are two if/then statements for essentially the same email, which is sent twice. Does Dynamics understand that it needs to check the email in closest proximity to the if/then in the flow? Or could it potentially look at the first sent version of the email? 

I understand that this issue could be worked around by making two versions of the same email. However, we will be working with a lot of swimming lanes, and would need to copy many emails, which is not ideal.

Thanks in advance for the answers!

Kind regards,

Chris

Hi, 

In subject tree we have many child and sub child for each parent as like you can see in the snapshot given below.

But in case forms category field drop down some of the child and sub child are missing. I'm attaching the snap shot of that also

Requirement

I have a requirement, where I have to call a plugin on pre-validation whenever an email attachment (Activitymimeattachment) is created.

Problem

I have already completed the business logic and as expected, whenever I create an email attachment against an email, the plugin gets triggered and the business logic works. But that only happens when I create attachments myself on the email one by one. When an email is received into the system with attachments, the Create message on Activitymimeattachment does not get triggered. 

Is there any other message that gets triggered when email is received into the system, maybe to create multiple attachments at once? For example, when I open a attachment, Retrieve message is called, but when email is sent out, the inner implementation calls RetrieveMultiple to retrieve and send all the attachments. Similary, I saw a message CreateMultiple, but that is not allowed on Activitymimeattachment.

Any help to identify the message or trigger, using which, I can intercept the attachments before they are created with incoming emails, will be great. Thank you.

Greetings,

I have two custom tables with a relationship between the two (Treatment and Treatment Participation). On the treatment form we have a subgrid that points to the Participation table and is set to display related records. 

We have not been able to explain the behavior below in which we have two '+New' buttons. When we hover over it we see two different descriptions:

Create a new Treatment Participation record.

and

Add a related Treatment Participation to this record.

Both of these options open that same form, and have the same behavior. We have many related tables and subgrids and have not seen this behavior before. We have double-checked the relationship, and reset and saved the options to show 'related records' on the subgrid. 

Has anyone seen this before?

I'm working on automated emails related to Cases for internal support tickets.

When a Case is created, I have a flow that creates a record in the Emails table, sets the Regarding property on the Email to the Case, and then sends the email.

The owner of the email record is a No Reply user account. That user account is also listed as the From activity party. I'm hardcoded as the email recipient.

When that flow completes...

• The email is sent
• I can see the email in the Timeline of the Case
• I receive the email in my inbox in Outlook

However, the email that I receive is NOT marked as Tracked to Dynamics 365 in Outlook.

When I forward the email to another user, my sent email is not tracked, and it is not added as an email in CRM. BUT, when the user responds to my forwarded email, their response IS Tracked to Dynamics 365 and it is visible in CRM.

All users are configured to track emails in response to Dynamics 365 emails.

If I manually use the Dynamics 365 button in Outlook and track the email regarding the case (via Outlook) then the email is marked as "Tracked to Dynamics 365" and all forwards and responses are tracked as well. I want to avoid this manual step -- all internal traffic relating to the original email should be tracked in CRM regarding the case.

Why is the original email not Tracked to Dynamics 365? What do I have to change to make my replies and forwards of the original email to be automatically tracked? Is there another solution I should pursue?

Here are email screenshots after forwarding the original email and getting a response.

My received emails (original email at the bottom, response to my forward at the top).

Forwarding the original email:

Emails tracked to the Case (the original email from the flow, and JM's response to my forward... by why isn't my forward in here?)

Hi guys. 

We have currently carried out the CRM migration process from 2011 to 2016 on-premises in a controlled environment. However during the upgrade process step by step recommended by microsoft. Starting in 2011, 2013, 2015 and finally 2016, a long time has elapsed (several weeks) and the data in 2016 is out of date. 1. Where it was installed CRM 2013 and cloned the crm 2011 DB and went through the import process to 2013 and then within this same server using DB 2013 it was brought to 2015. Now we have on another server the DB 2015 migrated to 2016 and everything perfect, however the big problem here is the updating of the data. Any ideas or experience that can help us find a strategy to do it successfully?

Note: At this time the CRM 2011 environment is still productive and for now the UAT team is testing the CRM 2016 environment with slightly outdated data and when we have to deploy to production it will be necessary for the data to be updated in CRM 2016.

We appreciate yoru support or ideas. Thanks!!

Hello

I've one requirement which need to hide Business phone column in Contact Table to Some Security Role.

I have one view which doesn't include Business phone field but in that views Edit Column, I can add Business phone to the view. Is it possible to hide field? 

Column Security won't be suitable since I just need to hide from the view?

Please help me figure out this one.

Hi Community,

   I've have a requirement that to hide the quick create button from Topbar because users creating from that directly i need to prevent that.

Thanks,

smbk

Hi,

We're planning to switch over to the Dynamics 365 Marketing tenant which will replace Click Dimensions as our email marketing provider. I am wondering if anyone knows if there is an equivalent in the Marketing tenant to Click Dimension's Sent Email table?

In simple terms, I want create an Azure Synapse Link to the table(s) and from there, see which emails have been sent to which recipients (the "To" column in Sent Email) and the opens and clicks.

Does anyone know if this is possible please?

Thanks

Richard

I am a sales manager, what'd I like to do is rank the sales team from greatest to least using current data in our CRM. Using my example below, I'd like Anthony to be the first bar, and Jason to be the last bar. 

Also, I would like to know how to change bar colors in CRM and add total amount of deals signed up on this chart, not to mention also have this chart greatest to least but if someone can answer that question above should give me insight on how to do that. (Using chart below: I'd like it to show Diane's total as 9, Jason's total as 6, etc.).  

In Opportunities, do we have a way to calculate the weighted estimated revenue (weighted by probability based on the stage the opportunity is at)

Is it possible to combine 2 FetchXMLs, which are fetching same dataset, but different filters in their linked entities?

Below are 2 FetchXMLs that I am trying to merge to optimize performance. In green are common filters, and yellow are filters unique to it's fetchXML.

FetchXML (1)
<fetch>
  <entity name="msdyn_workorder" >
    <filter type="and" >
      <condition attribute="statecode" operator="neq" value="1" />
      <condition attribute="wo_regionname" operator="in" >@[$Project::IncludeRegion]</condition>
    </filter>
    <link-entity name="msdyn_workorderproduct" from="msdyn_workorder" to="msdyn_workorderid" link-type="inner" alias="wop" >
      <filter type="and" >
        <condition attribute="statecode" operator="neq" value="1" />
        <condition attribute="tel_wo_unknownpart" operator="neq" value="1" />
        <condition attribute="tel_wo_installedqtysubmitstatus" operator="eq" value="100000200" />
      </filter>
      <link-entity name="uom" from="uomid" to="msdyn_unit" link-type="outer" alias="uom" >
        <attribute name="name" />
      </link-entity>
      <link-entity name="tel_wo_partsubcategory" from="tel_wo_partsubcategoryid" to="tel_wo_subcategory" link-type="inner" alias="subcategory" >
        <filter type="or" >
          <condition attribute="tel_wo_code" operator="eq" value="001001" />
          <condition attribute="tel_wo_code" operator="eq" value="002002" />
        </filter>
        <link-entity name="tel_wo_partcategory" from="tel_wo_partcategoryid" to="tel_wo_partcategory" link-type="inner" alias="category" >
          <filter type="or" >
            <condition attribute="tel_wo_code" operator="eq" value="001" />
            <condition attribute="tel_wo_code" operator="eq" value="002" />
          </filter>
        </link-entity>
      </link-entity>
      <order attribute="msdyn_workorderproductid" />
    </link-entity>
    <link-entity name="tel_com_salesorderheader" from="tel_com_salesorderheaderid" to="tel_wo_primary_so" link-type="outer" alias="primaryso" >
      <attribute name="tel_com_sales_document_no" />
    </link-entity>
    <link-entity name="territory" from="territoryid" to="wo_region" link-type="inner" alias="Region" >
      <filter>
        <condition attribute="tel_com_sendcs0130afterinstalledqtychanged" operator="eq" value="1" />
      </filter>
    </link-entity>
  </entity>
</fetch>

FetchXML (2)

<fetch>
  <entity name="msdyn_workorder" >
    <filter type="and" >
      <condition attribute="msdyn_timeclosed" operator="not-null" />
      <condition attribute="tel_wo_trigger_installedparts_integration" operator="eq" value="1" />
      <condition attribute="statecode" operator="neq" value="1" />
      <condition attribute="wo_regionname" operator="in" >@[$Project::IncludeRegion]</condition>
    </filter>
    <link-entity name="msdyn_workorderproduct" from="msdyn_workorder" to="msdyn_workorderid" link-type="inner" alias="wop" >
      <filter type="and" >
        <condition attribute="statecode" operator="neq" value="1" />
        <condition attribute="tel_wo_unknownpart" operator="neq" value="1" />
      </filter>
      <link-entity name="uom" from="uomid" to="msdyn_unit" link-type="outer" alias="uom" >
        <attribute name="name" />
      </link-entity>
      <link-entity name="tel_wo_partsubcategory" from="tel_wo_partsubcategoryid" to="tel_wo_subcategory" link-type="inner" alias="subcategory" >
        <attribute name="tel_wo_code" />
        <filter type="or" >
          <condition attribute="tel_wo_code" operator="eq" value="001001" />
          <condition attribute="tel_wo_code" operator="eq" value="001002" />
          <condition attribute="tel_wo_code" operator="eq" value="002001" />
          <condition attribute="tel_wo_code" operator="eq" value="002002" />
          <condition attribute="tel_wo_code" operator="eq" value="002003" />
          <condition attribute="tel_wo_code" operator="eq" value="004004" />
        </filter>
        <link-entity name="tel_wo_partcategory" from="tel_wo_partcategoryid" to="tel_wo_partcategory" link-type="inner" alias="category" >
          <attribute name="tel_wo_code" />
          <filter type="or" >
            <condition attribute="tel_wo_code" operator="eq" value="001" />
            <condition attribute="tel_wo_code" operator="eq" value="002" />
            <condition attribute="tel_wo_code" operator="eq" value="004" />
          </filter>
        </link-entity>
      </link-entity>
      <order attribute="msdyn_workorderproductid" />
    </link-entity>
    <link-entity name="tel_com_salesorderheader" from="tel_com_salesorderheaderid" to="tel_wo_primary_so" link-type="outer" alias="primaryso" >
      <attribute name="tel_com_sales_document_no" />
    </link-entity>
    <link-entity name="territory" from="territoryid" to="wo_region" link-type="inner" alias="Region" >
      <attribute name="tel_com_sendcs0130afterinstalledqtychanged" />
    </link-entity>
  </entity>
</fetch>

We are having an custom entity in the Advanced find.So I need help in how can we remove the entity from the advanced find.