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Dynamic CRM 365 WebApi 8.2 AddListMembersList method

March 1, 2018, 6:50 am
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Is there any example how to call AddListMembersList. I tried with:

let data = {
       "MemberIds": [500aa55d-f0c2-e711-80ca-005056bb6cde, 500aa55d-f0c2-e711-80ca-005056bb6cd, 500aa55d-f0c2-e711-80ca-005056bb6cde]
};

http.post(this.baseUrl + 'lists(770aa55d-f0c2-e711-80ca-005056bb6cde)/Microsoft.Dynamics.CRM.AddListMembersList', data);

but I get error: 

"error":{
 "code":"","message":"Request message has unresolved parameters.","innererror":{
"message":"Request message has unresolved parameters.","type":"Microsoft.Crm.CrmHttpException","stacktrace":" bei Microsoft.Crm.Extensibility.OData.CrmODataRoutingConvention.SelectAction(ODataPath odataPath, HttpControllerContext controllerContext, ILookup`2 actionMap)\r\n bei System.Web.OData.Routing.ODataActionSelector.SelectAction(HttpControllerContext controllerContext)\r\n bei System.Web.Http.ApiController.ExecuteAsync(HttpControllerContext controllerContext, CancellationToken cancellationToken)\r\n bei System.Web.Http.Dispatcher.HttpControllerDispatcher.<SendAsync>d__1.MoveNext()"

Any advice please ?

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The permissions granted to user 'AG\sabih' are insufficient for performing this operation. (rsAccessDenied) ?

March 1, 2018, 6:57 am
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  • The permissions granted to user 'AG\sabih' are insufficient for performing this operation. (rsAccessDenied).please help if any one know about this

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Strange Issue When Saving Date On A Form

March 1, 2018, 7:09 am
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I have a javascript function that creates a new record in an entity. For the date fields I am setting the datetime to 12:00 on the required day. No problem there. However if a user updates the date via a form it is saving it in the database as 23:00 on the previous day even though the form still shows the day set by there user.

I am guessing this is a timezone issue but I can't seem to find out how to fix it. I am in the UK for timezone purposes.

Anyone give me a clue what is happening here?

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Prevent users to enter the general dynamics 365 -- custom

March 1, 2018, 7:15 am
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I'd like our users to only use an app that we built specifically for them and prevent them from entering the general application (dynamics 365 -- custom).

How can we achieve it?

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Trying to show all activities on the account on related opportunities Dynamics 365

March 1, 2018, 7:25 am
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I'm trying to show all activities from the account level onto all opportunities related to the account. Is there a way to do this within Dynamics?  

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update invoice details through workflow

March 1, 2018, 7:36 am
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Hi, I have a customized workflow to update discount and tax, and extended amount for invoice details based on another invoice details, but it doesn't give me error, I can see the extended amount in the trace log but nothing get updated.

  Entity invdetail = null;

   if (products != null && products.Count() > 0 && e.dev_entitlementtype.Value == (int)dev_ContractTypeOS.Insurance)
                {
                    
                  
                    // create invoice prodcuts
                    foreach (EntitlementProducts p in products)
                    {
                        invdetail = new Entity(InvoiceDetail.EntityLogicalName);
                        tracingService.Trace("new invoice detail");
                        //Refrence of your invoice id
                        invdetail["invoiceid"] = new EntityReference(Invoice.EntityLogicalName, invoiceId);
                        tracingService.Trace("get invoice id");
                        invdetail["productid"] = new EntityReference(Product.EntityLogicalName, p.ProductId.Value);
                        tracingService.Trace("get product id");
                        //invdetail["invoiceispricelocked"] = 1;
                        invdetail["uomid"] = pu; // Primary unit
                        invdetail["quantity"] = (decimal)1.00;
                        tracingService.Trace("creating invoice details");
                        invoicedetailId = service.Create(invdetail);
                        tracingService.Trace("done creating invoice details {0}", invoicedetailId.ToString());
                    }
                }

                //update invoice details
                    tracingService.Trace("getting old invoice details");
                    var oldInvoiceDetails = from o in svcContext.InvoiceDetailSet
                                             where o.InvoiceId.Id == entityRef.Id
                                             select o;

                    foreach (var oldinv in oldInvoiceDetails)
                    {
                        tracingService.Trace("updating invoice details");
                        tracingService.Trace("oldInvoiceDetails id: {0}",oldinv.Id.ToString());
                      
                        tracingService.Trace("oldInvoiceDetails extended amount: {0}", oldinv.ExtendedAmount.Value.ToString());
                        InvoiceDetail invoiceDetails = new InvoiceDetail();
                        invoiceDetails.Id = invoicedetailId;
                        invoiceDetails.ManualDiscountAmount = oldinv.ManualDiscountAmount;
                        invoiceDetails.Tax = oldinv.Tax;
                        invoiceDetails.ExtendedAmount = oldinv.ExtendedAmount;
                        service.Update(invoiceDetails);
                        tracingService.Trace("done updating invoice details");
                    }


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Vishnu Marri

March 1, 2018, 7:50 am
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Can anyone provide the best solution for this following scenario:

Currently we are using docusign to get signatures from our clients on the final quotation, i am looking to make my sales representative life easier,

1) How can we get a quote signed within the crm and send an email of that copy to the client.

2) If we use pen control, and get the signature within the quote form and send the document through mail merge, will the signature appear in the mail merge document.

Currently, i want my sales reps to edit the document at the final stage, and those changes must be reflected back in the crm quote form and get the signature then and there instead of sending those to the client's email, can this be possible.

Respond with your suggestions.

Thank you.

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Solution Import Failure Missing Contact (All Contacts)

March 1, 2018, 7:54 am
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Hello,

We recently reset one of our regions to Version 9 and wanted to import our solution into the clean instance. However it is failing saying it is missing a View called Contact (All Contacts) for managed solution msdync_Service which is not even installed on the instance (we did not check any of the boxes for our reset). It also says it required by Contact (All Contacts), so it looks like its saying its required by itself. The only difference I noticed is that the database version is higher than the reset 

Import to region(9.0.1.459)(9.0.1.459)

Import from region(9.0.1.459)(9.0.0.3292)

but don't know if that would case an issue. Any help would be appreciated

Thank you

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hotkey for contact search

March 1, 2018, 7:54 am
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I am trying to write js in a web resource to create a hotkey for activating the contact search field. So far I have this:

parent.document.onkeyup = function(e) {
var e = e || window.event;
if (e.altKey && e.which == 65) {
alert ('keyboard shortcut working!');
return false;
}
}

Above creates the hotkey, but I cannot find the ID for the search input field, and I suppose I'm unsure of how to call it in js as well. 

Any help appreciated.

Regards,

Christine

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Modified On Update - Notes to Custom Entity/System Entity Dynamics 365

March 1, 2018, 7:54 am
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Guys,

I have a doubt, like when user creates a records or attach notes in the social pane, needs to update the modifiedon value for the regarding record.

I have created an workflow on creation of notes and trying to update the accounts entity modified on date, but was unable to update the same in the workflow designer, its showing like this, any suggestions for the same, only can we update through plugin?

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Entitlements are not showing in Customer Service Portal version 8.3.2.86

March 1, 2018, 8:11 am
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Hi,

I want to show an Entitlements list to my customers in Customer Service portal and added a new page called 'Entitlements' to list out all the entitlements for the customer. However the list is not showing any records. I try to remove any filters or references and but still the list shows 'There are no records to display'.

The page is fine because I've tried with other entities and it worked fine!

I know that this was a bug that was solved with the v8.3.2.77 update but I have the 8.3.2.86 version and it still doesn't show any records...

Can you help me?

Thanks,

Joao Pereira

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Styling the customer portal navbar left with an image

March 1, 2018, 8:29 am
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Hi,

I am trying to add a proper image to the navigation bar of the CRM portal.

I want to stick to the Portal CRM framework and bootstrap way of doing things but I am not yet familair with this way of doing things.

Right now I edited the Content Snippet : Navbar Left, like this

<p><a class="homelink" title="BAAS" href="~/"><img style="width:80px" src="baassmalltalk.png" /></a></p>


I already hesitated to include the image width, but otherwise the screenshot below would not be possible.

The red arrow is to indicate that I want the logo to FIT in the navbar (preferably without having to specify a width, because of all the screen sizes we have today).

So my question is not so much on how to fix this with general web development skills, more on how to get this done while we keep leveraging the strength of the CRM Portal framework ?

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Contact Pictures on SSRS report (SQL not fetch)

March 1, 2018, 8:38 am
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Hi guys,

I'm creating a custom report that will bring up guest lists, this will ideally need to pull the contact picture into the report. I understand there is a field that people have used when building reports with fetchxml but I haven't seen anyone state how this can be done with SQL datasets.

Any suggestions?

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Filtered lookup dropdown doesn't show any results

March 1, 2018, 8:38 am
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here is my javascript :

Xrm.Page.getControl("new_related").addPreSearch( function () {
var filter ='<filter type="and"><condition attribute="new_definitionid" operator="eq" value="{2132EF50-3810-E811-A976-000D3AF3C361}" /><condition attribute="new_data_type" operator="eq" value="701360005" /></filter>';
Xrm.Page.getControl("new_related").addCustomFilter(filter);
} );

The lookup dropdown doesn't show any results BUT when I click see more, the new window has the correct result. So the filter works correctly in the see more window but not in the dropdown. My question is like this one : https://community.dynamics.com/crm/f/117/t/155342 except me it's the opposite that is happening. Does anyone know what could be causing this?

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How to create an event handler when a lead is qualified in Javascript

March 1, 2018, 8:43 am
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Hi, 

I want to run a javascript code when a lead gets qualified into opportunity , to get the lead values into opportunity record ..I it possible create an event handler on qualification of a lead ..? if so what are the possible ways?

Thanks,

Hajira

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Change CRM Portal Instance URL once it is provisioned.

March 1, 2018, 9:09 am
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HI Team,

I am facing an issue related to url of CRM portal, I was only able to define the portal url first time and later when i tried to reset the Portal or Update the instance, there is no way to update the Portal url.

And when ever i re-provision the instance it is automatically appending '1' to existing portal instance. for example consider my portal url is "sampleurl.microsoftcrmportals.com" then when i re-provisioned first time it automatically updated the url to "sampleurl1.microsoftcrmportals.com".. and it is going on appending for each provision... like now it is"sampleurl111.microsoftcrmportals.com"

Is there a way to reset portal instance url??

Thanks in advance!

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Countless Issues with Multi-Select Option Sets

March 1, 2018, 9:24 am
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Have any of you worked with the new Multi-Select Option Sets a lot? If so, have you had issues pretty much doing anything with the fields?

Here is a list of the issues I have encountered with Multi-Select Option Set Fields:

  • They can't really be manipulated with JavaScript
    • In fact, any time I add code to a multi-select field, the field literally breaks. The drop down will no longer appear.
  • They are not available for business rules 
  • They are not supported with most integration/data migration software
  • They cannot be imported via Excel in CRM
    • It adds NEW options to the option set containing the multiple options separated by a semicolon

Anyone know of any workarounds or resolutions for the above issues?

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Integrate the Dynamics 365 with external share point site

March 1, 2018, 9:31 am
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Hi,

I am trying to integrate the dynamics 365 with External Sharepoint site. in the part of this Process, I gave the URL and tried to validate but it is showing "authentication failed" error. it is validating only his own share point site only. but I want to integrate other share point site. can anyone please suggest me How to fix this issue. Thanks in Advance

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Solution import issue in trial instances

March 1, 2018, 9:33 am
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Hi,

I have setup two Dynamics CRM custom trial instances. Made configuration and customisation changes (Accounts to Organisation) in one instance and trying to export and import solution into another trial instance so to check if everything works fine. But getting above error -

Following components are missing in your system and are not included in the solution. Import or create all missing components and then try importing this solution again.

Managed Solution - msdynce_service (9.0.5.11)

I did search through the community and find an article on this solution  - https://community.dynamics.com/crm/f/117/t/269493,   but seems I could not delete or remove the All Organisation view from the solution.

Do I need to contact Microsoft on further help as this problem could potentially result in loss of development effort in future?

Thanks

AJ

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What version is needed for geomapping in mobile app?

March 1, 2018, 9:36 am
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Here is our versions. We have an on-prem CRM 2016 SP1 installation.

We are wanting to add "mapping" (primarily for the mobile app, but it won't hurt to be in the desktop app either). And by "mapping" I mean, the ability to display a map of the user's current location with all nearby accounts shown as dots on that map. (and potentially the ability to zoom and move around the map to show more accounts, to tap on a dot and reveal more info or present actions, etc)

Is this possible in what versions I show currently?  If so, can someone point me to some documentation on how to enable and set this up?

If an upgrade is needed, to what version?

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