Hi, Our Dynamics 365 test (sandbox) system was upgraded from 8.2 to v9.0. After the upgrade we have one problem, that we couldn't solve so far:
One field security enabled attribute (quote.customerid) disapeared from field security profiles. Now even system administrator can't access this field on the forms and it is not possible to uncheck secured checkbox in attribute settings in Settings > Customizations menu.
We have tried to add further security roles to both my user and the field security profile but it didn't work, also we have tried to set IsSecure to false on this attribute from a C# plugin using admin access, the operation was processed without an error message but it didn't change the IsSecure flag.
Can anyone help us what we can do in this situation?
↧
Field security setting problem after v9 upgrade
↧
Visual Studio 2015 SSRS Report Login Issues Using Microsoft Dynamics 365 Fetch Data Source Type
When I create a Microsoft Dynamics 365 Fetch data source I get the following error message: An Error occurred while processing the login request. Below is the log file entry:
Source : System.Security
Method : Unprotect
Date : 02/03/2018
Time : 12:22:17
Error : Key not valid for use in specified state.
Stack Trace : at System.Security.Cryptography.ProtectedData.Unprotect(Byte[] encryptedData, Byte[] optionalEntropy, DataProtectionScope scope)
at Microsoft.Xrm.Tooling.Connector.CrmServiceClientTokenCache..ctor(String cacheFilePath)
at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.ObtainAuthenticationContext(String Authority, Boolean requireValidation, String tokenCachePath)
at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.ExecuteAuthenticateServiceProcess(Uri serviceUrl, ClientCredentials clientCredentials, UserIdentifier user, String clientId, Uri redirectUri, PromptBehavior promptBehavior, String tokenCachePath, Boolean isOnPrem, String authority, Uri& targetServiceUrl, AuthenticationContext& authContext, String& resource)
at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, ClientCredentials clientCredentials, UserIdentifier user, String clientId, Uri redirectUri, PromptBehavior promptBehavior, String tokenCachePath, Boolean isOnPrem, String authority)
at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.QueryOAuthDiscoveryServer(Uri discoServer, ClientCredentials liveCreds, UserIdentifier user, String clientId, Uri redirectUri, PromptBehavior promptBehavior, String tokenCachePath)
at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.FindCrmOnlineDiscoveryServer(ClientCredentials liveCreds)
at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)
======================================================================================================================
My standard domain account has administrator rights on my device. If I login to the device or run Visual Studio using my administrator domain account and then sign into CRM using my standard domain account it works.
I believe we have ruled out AppSense.
We also use AppSense DataNow but I have stopped it and it still does not work.
Does anyone have any ideas?
↧
↧
Edit Color Theme - Inside Fields
Hello there!
I've a task about, how we can make "line border" (or add color in them).
I want know how I can "fill" or "border" the field, because my view is too "white" hahahaha.
I've looked in "Personalitation" but I undestand what I must do.
↧
Security Rol - Change Photo
Hello there!
I've a dude, there are my users in the CRM and they told me that they can't changed the photos of contacts or theirsefl, because they need "permition".
What "Security Rol" is how let the user to changed the photos?? Because I didn't read any rol named "Photos" or aniy like that.
↧
Dynamics CRM for Recruitment?
Hi,
I've recently taken up the task of recruitment manager, and at our current business, a national training provider, we're looking to recruit for around 200 positions every week for the next few months. I'm looking at using Dynamics for an "Applicant Management System" to track our applicant's recruitment process, and also their ongoing learning and development. Here's a rough idea of what we'll need:
- Applicant Management System
- Option to book users on to interviews
- Call log/email log (pretty sure this is standard with Dynamics)
- Capability to deal with hundreds of applications, in this case, I guess that applicants will be "accounts"?
- Capability to put people into different categories, such as: Fresh, Contacted, Booked onto Interview, etc...
I'm looking at Dynamics as a recruitment solution, if anyone has already done this, or experienced something similar any help would be appreciated!
Thank you,
Jake
jsexton@pet-xi.co.uk
↧
↧
Deleted Click Dimensions Solution - Unable to delete Ribbon Button
We are on CRM 2016 8.1 on prem. We deleted Click Dimensions but we have a button that is still lingering. I have pulled the entity into a separate solution to work on the ribbon from the Ribbon Workbench but it fails when I try to import the changes. Even if I pull the solution into the RW and not make any changes, re-import it, it fails. When I export the solution then re-import without changes, I get an error then as well. I have opened the customization.xml, removed any reference to CD with no success. Any suggestions? I would like to not have to reinstall CD if at all possible but obviously we will if we have no other choice.
RW Error Message: The ribbon item 'ORG.ClickDimensions.contact.form.CustomGroup.Button.RunCampaignAutomation' is dependent on <LocLabel Id="ClickDimensions.contact.form.CustomGroup.Button.RunCampainAutomation.LabelText" />
Solution Import Error Message Summarized: The ribbon item 'ClickDimensions.contact.CustomGroup.Button.RunCampainAutomation.Command' is dependent on Web Resource id ='cdi_contact'
Thanks in advance,
Chrys
↧
Attached Image Viewer
Hello,
I created attachment button by using HTML & JS code and able to attach docs.
But we looking for a Image viewer. Example: Instead of Attaching we looking for Insert Image option which should NOT DO attach image/picture should directly appear on the form, like Insert image.
Can we do through I frame ?
Regards
Faisal
↧
CRM Online - Login error
Hi,
I've a problem with authentication by some of our users that i created in the admin portal.
during the authentification, i got the message below:
==>You are not a member of this organization. You (my email adresse) do not belong to the organization (name of organisation). Verify the organization name and try to sign in again.
I tried with others browsers but the problem persists
Thanks.
↧
Price List Items section not visible in the Price List Form
Hi.
Fairly new user of Dynamics 365 here, so be indulgent please.
I'm trying to configure our product catalog, but the only section that I am able to see in the Price List form is the "General" one. If I attempt to edit the form, I can see that the Price List Items are under the "Common" section, but I can't seem to find how to add it to the actual form. Any help would be greatly appreciated.
Here is what I'm able to see at the moment :
Thanks in advance.
↧
↧
Visual Studio 2015 CRM Plugin Deploy not working
When trying to deploy a plugin I get the following error message.
You do not have the System Administrator privileges in the CRM Instance you are connected to. You cannot processed with the deployment.
I found an article that had me add this to my solution file ".sln"
GlobalSection(CRMSolutionProperties) = preSolution
SolutionIsBoundToCRM = True
EndGlobalSection
This did not fix my problem.
When I click OK. I am able to get to the form that prompts me to "Select What to Deploy".
Once I select the item that I want to deploy I get the following error message that gives me no clue on how to fix my issue.
Severity Code Description Project File Line Suppression State
Error Assembly bin\Debug\ComplianceCrmTool.CompliancePlugin.dll could not be found.
at Microsoft.CrmDeveloperTools.CrmClient.Deployment.PRT_RegisterPluginsAndWorkflows.PopulatePluginAssemblyPath(SolutionType PluginAsm)
at Microsoft.CrmDeveloperTools.CrmClient.Deployment.PRT_RegisterPluginsAndWorkflows.ExecutePluginAssemblyRegistrationWithUpdate(SolutionType PluginAsm, CRMDeveloperToolsPackage package, PluginSerializationType Selectedplugin, WorkflowType SelectedWorkflow)
at Microsoft.CrmDeveloperTools.CrmClient.Deployment.PRT_RegisterPluginsAndWorkflows.RegisterPlugins(CRMDeveloperToolsPackage FeaturePackage, Boolean& isPackageEmpty, List`1 selectedPlugin, List`1 selectedWebResource, List`1 selectedSolution)
at Microsoft.CrmDeveloperTools.CrmClient.Deployment.DeployToCRM.DeployToCrmSync(IVsOutputWindowPane output, UInt32 options) Build Process 1
Hope someone can help me with this.
↧
Security Role for Web API
I am using the Web API within CRM to clone opportunities to other accounts. Some users are having issues and I've narrowed it down to security roles. The users currently have Organization level right to Accounts, Currency and Opportunities (Account and Currency being the only lookups that are written to the new Opportunity) and I've added Org level rights to Service Endpoint. "Get" requests seem to work fine, but the "Post" request to create the new opportunity if failing. Any help would be much appreciated.
The status that is being returned is "error" and the error message is "Internal Server Error". Super helpful.
↧
Execute the SendEmailFromTemplate web api action issue
Hi,
We tried to execute the SendEmailFromTemplate web api action using javascript but we are getting below issue.Is anyone face such type issue have solution for it.
The property 'subject' does not exist on type 'Microsoft.Dynamics.CRM.crmbaseentity'
Thanks!
↧
Read only fields
Hello,
The read only field check box is not checked but the field is still read only.
Could someone help me please
Thank you,
↧
↧
CRM 2016/365 on-premise - missing home tab on form design and security menu from Settings
I only see the File and Insert tabs when in From design - there is no Home tab. The security Menu is also missing. I have added the recommended entry to the sitemap for the security tab and it still does not show. I have also viewed the application ribbon in the workbench and the FormEditor.Home.Tab is there but still does not show in design mode. We upgraded from 2013 to 2015 and then to 2016. Everything else works.
↧
Convert appointment to opportunity
Does any one know, in Dynamics 365 v9, how to convert an appointment to an opportunity?
I only have the possibility to convert to a case. In previous versions it was possible to convert activities in cases or opportunities.
Thanks.
↧
problems when im trying to acces internal tool due "You need a Microsoft Dynamics 365 license to continue"
Hello everyone, could you help me to solve this? when im trying to access internal tool in my company shows up this message "You need a Microsoft Dynamics 365 license to continue" some ideas? thank you
↧
New Field Update information
Hello,
I have created a new field in one of my custom entities. I have it setup if I create a new record from another custom entity, it will automatically fill the new field. Going forward this will work (1:N Relationship). However, I have active records that the new field is blank. How do I update them >?
Thank you,
↧
↧
Blank opportunity stage in sales pipeline
I have read numerous articles on this an I understand that if an opportunity is 'quick' created then the opportunity stage is blank, rather than qualified. You can resolve this by moving the opportunity to the next stage and then back, but of course I don't want to keep doing that!
I have followed the instructions in this thread https://community.dynamics.com/crm/f/117/p/199882/769492#769492
creating a workflow for opportunity sales stage does not contain data, but I don't understand the last section of creating the workflow and I can't get it to work. Can anyone help please?
↧
Remove Sample Data
Hello, We imported actual/production data on top of sample data. Now we are ready to go live and we wanted to remove the sample data. If we run the Remove Sample Data button from Settings > Data Management > Sample Data, does it affects or delete also the Accounts we added?
Thanks
↧
Show Aggregate of custom Contact Fields on the Account level
Ok so here's the scenario:
At the Contact Level, I created 8 custom fields of "Two Option yes/no" type
I would like to have 8 fields at the Account level that monitor the status of the 8 Contact fields on all contacts associated with the account and if any of them are a "yes" then Yes is reflected at the account level
Is this doable with OOB options?
↧