I want to upgrade CRM 2011 with update rollup18 to CRM 2013. I want to know which Rollup required for CRM 2013
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CRM 2011 upgrade to CRM2013
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CRM Portal SAML2 Token Decryption
I have been able to federate a portal with an ADFS identity provider over SAML2 and verified this works fine. I would like to encrypt the claims contained in the SAML2 token, however I am unsure how to configure this out of the box with a portal.
I can confirm that the SAML2 claims are encrypted correctly by ADFS, but the portal is not able to decrypt the token and throws a 404.
I performed the following steps:
1. Modified the web config to include:
a. Certificate reference to the encryption certificate in the microsoft.identitymodel service section
b. Added the Microsoft.IdentityModel.Tokens.EncryptedSecurityTokenHandler handler in the microsoft.identitymodel service section
2. Granted the portal application pool account read permission to the private key.
My guess is that the EncryptedSecurityTokenHandler only knows how to handle SAML1.1 tokens issued by a WS-Federation IDP. If that is the case, how can I configure the portal to decrypt the SAML2 token?
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Dynamics 365 Portal licensing and pricing, please help!
We have a requirement to implement customer portal that would enable our 300 customers to login to portal and manage their profiles, accounts, check bills, invoices etc. We currently have about 40 employees who might occasionally login to the portal too.
We have one production Dynamics 365 tenant with Customer Engagement Ent plan and mix user licenses.
For this purpose information will be driven out of Dynamics 365 CRM and we understand that there are few Portal options i.e. Dynamics Portal, ADXStudio portal, Dynamics Community Open Source etc. We will have to hugely customize either of these portal to make some use.
It is impossible to find a detailed licensing guide on the Portal aspect alone (I don't mean the app licences i.e. Sales, Customer Service etc), hence frustration.
I have stumbled upon few link which seems to be directing to one PDF document with no declarative information on the Portal aspect.
Could anyone please share this niche information on which/how Dynamics Portal licensing will work for our 300 customers?
Does everyone of the 300 customers needs some level of license to login to portal access account?
If so, how much will Portal user license will cost us for each customer?
Also, which of the above portal option will best work for use i.e. from customization purpose and cost?
Thanks in advance!
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Info Needed on Getting Started with CRM Portals / ADX portals
Hi Folks,
Is there any good documentation or blog that helps to get started with learning portals in a systematic way ?
Thanks
Srujan K
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Plugin code to auto populate the lookup filed
Hi
I didn't find the exact solution what I am looking for , Just Let me elaborate the Question
I have 2 Custom entities in CRM
Customers And Events ( New_ Customers and New_Events)
In the event entity i have single line of text field Email and lookup field Email Address which is related to customers entity ,
now the events are coming from external sources and saving in CRM ,once they saved i need the Email to be populated in Email Address so that i can see the customer events in customer entity sub grid called events or is there any possibility to filter sub grid records based on Email (single line text in crm). because i created a sub grid with all records in Customer entity . Is there any possibility to do this
I need urgent help, Please help me
THANKS
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Obtaining FetchXML for the system based "All Appointments" view
Is it possible to get the fetchXML for the system based "All appointments" view?
I can get the fetchXML for my find queries, but would be very useful to get it for a view, as the view pretty much contains all the data i need.
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CRM 365 Online: Plugin Registration tool login error
Hi
I have tried to login to Plugin Registration Tool to connect to my Dynamics 365 online system and it throws an error in my login page.
Could you help me in this please?
Error:
Source : System
Method : CreateThis
Date : 28/01/2018
Time : 12:09:47
Error : Invalid URI: The hostname could not be parsed.
Stack Trace : at System.Uri.CreateThis(String uri, Boolean dontEscape, UriKind uriKind)
at System.Net.WebProxy.ProxyUri(String proxyName)
at System.Net.WebProxy.GetProxiesAuto(Uri destination, Int32& syncStatus)
at System.Net.ProxyScriptChain.GetNextProxy(Uri& proxy)
at System.Net.ProxyChain.ProxyEnumerator.MoveNext()
at System.Net.ServicePointManager.FindServicePoint(Uri address, IWebProxy proxy, ProxyChain& chain, HttpAbortDelegate& abortDelegate, Int32& abortState)
at System.Net.HttpWebRequest.FindServicePoint(Boolean forceFind)
at System.Net.HttpWebRequest.BeginSubmitRequest()
at System.Net.HttpWebRequest.GetRequestStream(TransportContext& context)
at System.Net.HttpWebRequest.GetRequestStream()
at Microsoft.Xrm.Tooling.Connector.DeviceIdManager.ExecuteRegistrationRequest(String url, DeviceRegistrationRequest registrationRequest)
at Microsoft.Xrm.Tooling.Connector.DeviceIdManager.RegisterDevice(Guid applicationId, Uri issuerUri, LiveDevice device)
at Microsoft.Xrm.Tooling.Connector.DeviceIdManager.RegisterDevice(Guid applicationId, Uri issuerUri, String deviceName, String devicePassword)
at Microsoft.Xrm.Tooling.Connector.DeviceIdManager.LoadOrRegisterDevice(Uri issuerUri, String deviceName, String devicePassword)
at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.GenerateDeviceCreds()
at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)
Regards
Bab
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Dynamics CRM Field Service Demo Data Package Doesn't work
Hi all,
I am not able to run Field service demo data utility. It is behaving as previously plugin registratool 8.2. WHat is the resolution/solution to import field service demo data.
Thanks
Regards,
AW
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MS CRM2011 update Rollup14
I am getting error in update Rollup14
System.Data.SqlClient.SqlException: Cannot resolve the collation conflict between "Latin1_General_CI_AI" and "Arabic_CI_AI" in the charindex operation.
and
Database update install failed for orgId = 40eae1d2-d089-e211-bad4-000c29fa805a. Continuing with other orgs. Exception: System.IO.FileNotFoundException: Could not find file 'E:\Program Files\Microsoft Dynamics CRM\Setup\Serviceability\Latest\Actions_Org\Install\DBUpdate_release.xml'.
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Replace values with complex one when using word template
Hi
I use word template to create custom reports. But for some fields, I want to replace the value with other thing than what CRM supplies, for example for Yes/No values I want to replace T/F. is it possible ?
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Dynamically Create Option set values
Hi everyone,
I have a requirement that i need o create option set values dynamically, like i have filed "SELECT YEAR" which is option set.
So I need to show previous 3 years apart from current Financial Year.
Suppose 2018 is current year, then i need to show
2017
2016
2015
In the "SELECT YEAR"option set.
any help?
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Retrieve Product Property Using SSRS Report
Hi,
I created a SSRS Report on Quote and QuoteDetail, and my Products (Quote Product Items) have different properties that I am able to set all of those properties and I can see all of them in CRM Web application whenever I want.
but I don't know how to retrieve theme from Database for my Custom SSRS Report using Business Intelligence.
could you please tell me how to select them from Database ?
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Adx Portal redirect to Profile Page instead of Home Page for When existing Users login .
When a new user login to Portal, after azure authentication it redirecting to profile page but when an existing portal user logins to portal, it should redirect to Home Page instead of Profile Page.
Existing users all time redirecting to profile page instead of home page when they login.
Have checked site settings configuration in portal but still not able to find the root cause of issue.
Can anyone help on this please?
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Related notes views in Account form -iframe
Hi Friends,
I want to display related notes views on accounts page.I am doing iframe to show the view in accounts form.I am using the below code its not working any one can help me
/// <summary>
/// loadIFrame method will be main method which needs to be called to Load View into IFrame
/// Here in this example we will be dsiplaying primary contact's All Activities on the Account form
/// </summary>
function loadIFrame() {
// Xrm.Page.data.entity.getId()
// Get Primary Contact of Account
var GUIDvalue = Xrm.Page.data.entity.getId();
if (GUIDvalue != null) {
window.fetchActivtities = new FetchViewer("IFRAME_ShowView"); // IFRAME_ShowView = ID of Iframe
fetchActivtities.FetchXml = getFetchXml(GUIDvalue); // Pass primarycontact GUID as parameter
fetchActivtities.LayoutXml = getLayoutXml();
fetchActivtities.Entity = "annotation"; //Fetching entity schema name
fetchActivtities.QueryId = "{0414C221-4B00-E811-813A-0050568E1C5F}"; // view GUID, here its 'All Activities' view GUID
fetchActivtities.RegisterOnTab(1); //IFRAME TAB INDEX where Iframe located
}
}
/// <summary>
/// Gets FetchXML
/// </summary>
/// <param name="primarycontactId">Accounts Primary Contact ID</param>
function getFetchXml(primarycontactId) {
// FetchXML Query of view, you can get it from Adv. Find or Customizations.xml
return "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
" <entity name='annotation'>" +
"<attribute name='subject' />" +
"<attribute name='notetext' />" +
"<attribute name='modifiedby' />" +
"<attribute name='modifiedon' />" +
"<attribute name='ownerid' />" +
"<attribute name='filename' />" +
"<attribute name='createdon' />" +
"<attribute name='annotationid' />" +
"<order attribute='subject' descending='false' />" +
"<link-entity name='account' from='accountid' to='objectid' alias='aa'>" +
"<filter type='and'>" +
"<condition attribute='accountid' operator='eq' uitype='account' value='" + GUIDvalue + "' />" +
"</filter>" +
"</link-entity>" +
"</entity>" +
"</fetch>";
}
/// <summary>
/// Layout of Gridview
/// </summary>
function getLayoutXml() {
// grid layout, you can get easily from Customization.xml file
return "<grid name='annotations' object='5' jump='subject'" +
"select='1' icon='1' preview='1'>" +
"<row name='annotation' id='annotationid'>" +
"<cell name='subject' width='200' />" +
"<cell name='notetext' width='200' />" +
"<cell name='modifiedby' width='150' />" +
"<cell name='modifiedon' width='100' />" +
"<cell name='createdon' width='100' />" +
"<cell name='filename' width='100' />" +
"<cell name='ownerid' width='100' />" +
"</row>" +
"</grid>";
}
/// <summary>
/// Fetch IFrame content
/// </summary>
function FetchViewer(iframeId) {
var Instance = this;
var vDynamicForm;
var m_iframeTab;
var m_iframeDoc;
Instance.Entity = "";
Instance.Iframe = null;
Instance.FetchXml = "";
Instance.QueryId = "";
Instance.LayoutXml = "";
Instance.RegisterOnTab = function (tabIndex) {
Instance.Iframe = document.getElementById(iframeId);
if (!Instance.Iframe)
return alert("Iframe " + iframeId + " is undefined");
m_iframeDoc = getIframeDocument();
var loadingGifHTML = "<table height='100%' width='100%' style='cursor:wait'>";
loadingGifHTML += "<tr>";
loadingGifHTML += "<td valign='middle' align='center'>";
loadingGifHTML += "<img alt='' src='/_imgs/AdvFind/progress.gif'/>";
loadingGifHTML += "<div/><b>Loading View...</b>";
loadingGifHTML += "</td></tr></table>";
m_iframeDoc.body.innerHTML = loadingGifHTML;
Instance.Refresh();
}
function RefreshOnReadyStateChange() {
if (Instance.Iframe.readyState != 'complete')
return;
Instance.Refresh();
}
/// <summary>
/// Loads Iframe with the view
/// </summary>
Instance.Refresh = function () {
if (!Instance.Iframe)
return alert("Iframe " + iframeId + " is undefined");
m_iframeDoc = getIframeDocument();
Instance.Iframe.detachEvent("onreadystatechange", RefreshOnReadyStateChange);
var create = m_iframeDoc.createElement;
var append1 = m_iframeDoc.appendChild;
var vDynamicForm = document.createElement("form");
vDynamicForm.setAttribute('method', "post");
vDynamicForm.setAttribute('name', "vDynamicForm");
var FetchXml = document.createElement("input");
FetchXml.setAttribute('type', "hidden");
FetchXml.setAttribute('name', "FetchXml");
vDynamicForm.appendChild(FetchXml);
var LayoutXml = document.createElement("input");
LayoutXml.setAttribute('type', "hidden");
LayoutXml.setAttribute('name', "LayoutXml");
vDynamicForm.appendChild(LayoutXml);
var EntityName = document.createElement("input");
EntityName.setAttribute('type', "hidden");
EntityName.setAttribute('name', "EntityName");
vDynamicForm.appendChild(EntityName);
var DefaultAdvFindViewId = document.createElement("input");
DefaultAdvFindViewId.setAttribute('type', "hidden");
DefaultAdvFindViewId.setAttribute('name', "DefaultAdvFindViewId");
vDynamicForm.appendChild(DefaultAdvFindViewId);
var ViewType = document.createElement("input");
ViewType.setAttribute('type', "hidden");
ViewType.setAttribute('name', "ViewType");
vDynamicForm.appendChild(ViewType);
m_iframeDoc.body.appendChild(vDynamicForm)
vDynamicForm.action = prependOrgName("/AdvancedFind/fetchData.aspx");
vDynamicForm.FetchXml.value = Instance.FetchXml;
vDynamicForm.LayoutXml.value = Instance.LayoutXml;
vDynamicForm.EntityName.value = Instance.Entity;
vDynamicForm.DefaultAdvFindViewId.value = Instance.QueryId;
vDynamicForm.ViewType.value = 1039;
vDynamicForm.submit();
Instance.Iframe.attachEvent("onreadystatechange", OnViewReady);
}
function OnViewReady() {
if (Instance.Iframe.readyState != 'complete') return;
Instance.Iframe.style.border = 0;
Instance.Iframe.detachEvent("onreadystatechange", OnViewReady);
m_iframeDoc = getIframeDocument();
m_iframeDoc.body.scroll = "no";
m_iframeDoc.body.style.padding = "0px";
}
/// <summary>
/// Gets Iframe content
/// </summary>
function getIframeDocument() {
return Instance.Iframe.contentWindow.document;
}
}
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Unable to Create Work Order from Case
Hello,
Created New instance and did related setup for Case to WO creation.
Creating case from CRM portal --> Converting to WO Showing error.
Error: Process action associated with this process is not activated.
Pl help me with this
Assigned Incident Type to Case before converting to WO.
Assigned Same Price List to Account as of Incident Type.
Thanks
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Unable to convert Case to Work Order
Hello,
Created New instance and did related setup for Case to WO creation.
Creating case from CRM portal --> Converting to WO Showing error.
Error: Process action associated with this process is not activated.
Pl help me with this
Thanks
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Ways to refer Javascript Libraries in CRM Portal
Hi all,
I did check all the options available on the CRM portal for this and couldn't find it. Need help on this!
What is the way to reference the javascript files in CRM Portal
1. Javascript from CRM Instance
2. Javascript files from external sources like (CDN libraries, external links etc..)
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Activities owner changing
I have two BU's - A,B where A is the parent and B is the child BU.
My contact records are owned by a user belonging to parent BU 'A' and the activities are owned by user from child BU 'B'.
I have a lookup to account entity on contact form and a plugin(synchronous) that updates the address fields on contact form whenever there is an update to address fields on parent account.
The issue is when i'm updating address on account, it is updating all the child contact records as expected but also changing the contact activities owner to the parent contact owner.
I'm not using any owner fields in my plugin code but seeing this weird issue.
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Limitation of SLA
Hi Expert,
Recently my company wish to enable SLA for some entities, is there any limitations of SLA besides we cant roll it back ? Any answer is appreciate.
Thanks.
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Converting SO to PO
Hi
I am a new user of NAV, i would like to know whether this feature is available in nav or not.
We are currently creating the SO for project orders ( which could be 20-40 lines or even more)
Some time what happened is , in the sale order some of the products might be waiting for some approval. ( As per our company policy only approved products can be processed for purchasing) In this circumstances we are not able to process the order for all other 39 products just because of 1 item
( some time this badly affect our delivery schedule)
is there a way where i can process all other items of that SO excluding the one which is pending for approval.
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