Hello,
When i try to add my account to business unit i got this error as shown in the image. I tried to add my account as user to Team and link to business unit i got error as shown in the second image.
Please I need assistant. Thanks
Thanks
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Adding User to Business Unit
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Custom Form
Can we customize Add/Edit form in Dynamics? If yes how can we group controls.
For example, we have a radio button if user selects option1 some fields(may be 5 fields) should load and if user selects options2 some fields(may be 8 fields) should load.
Thanks,
Lakshmi.
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Don't upgrade to Dynamics 365 Version 9.0 if you are on 8.2 - A number of things will fail.
It seems like an upgrade from 8.2 to 9.0 of Dynamics 36 will cause the following:
1. The field service solution upgrade to fail.
2. Some of the ribbon buttons might stop working (Important ones like Qualify, Add Product) - this is different for different instances.
3. Some entities will not create at all (unexpected errors).
A fresh install of V9.0 on the other hand can result in:
- Unable to add workflow to the Order Line entity - so avoiding the use of the order line entity in your customisations is smart.
I am still looking for answers to the above. I saw some posts that are similar like this one https://community.dynamics.com/crm/f/117/t/270561 and I hope we can get a fix soon.
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How to update the Product inventory quantities on creation/update of Sales Order lines?
By design, the product inventory is for field service (work orders and purchase orders) only. But all the customers who add field service to their instances will still need to sell their products and they expect that the creation or update of their sales orders will update the Product inventory quantities in the (field service) Warehouse.
So there are two approaches I can think of:
1. Create a work flow on the creation/update of SalesOrderDetail (Sales Order Line / Product) that will create a new Product Inventory Journal to update the details in the warehouse. Has anyone tried this?..... ie will creating a Product Inventory Journal actually update the Warehouse Quantities ?
I know that creating a workflow is currently throwing an error on V9.0 on some instances, so if you have tried the above, did you try it on 9.0?
2. Create a plugin that does the above steps. Has anyone tried this?.... if yes, is there a sample code that can give us a kick start?
Thanks in advance :-)
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Free SMS setup/Integeration
Hi,
Looking for how to setup SMS integration and is there any free sms gateway available ?
Just trying with tiwilio and powersms now.
Regards
Faisal
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Email Configuration in Dynamic 365 trial version
I am trying to implement email router and outlook in dynamic 365 trial version to distribute mail but not able to connect email router and outlook with dynamic 365 trial version.Do anyone have idea about this how to implement mail configuration with trail version ?
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How to connect Plugin registration tool with Dynamic 365 online trial version
I am trying to connect Plugin Registration tool with Dynamic 365 online trial version but getting error .Need a help on that.
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Fetch user id based on email id in ASP.NET
Hello,
I need to fetch the userid associated with email id in ASP.NET. Please suggest.
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giving error when i create plugins from entities
Hi,
When i am right click on entities in CRM explorer then click on "Create Plugins".
Then they give me the following errors:
Please suggest me solution.
Thanks in advance!
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Concurrency bug with CrmServiceClient
Hello. I am developing software for large data transfers from and to Dynamics 365 online. And i am using OrganizationService (from 7.0 library) and it works just fine with my amounts of requests and my concurrency. I tried to migrate to CrmServiceClient(9.0.0.7) with no success. After a while all(!) of my request start getting error "Object reference not set to an instance of an object." from Microsoft.Xrm.Tooling.Connector . I searched here and all can find in this first answer in this thread: https://community.dynamics.com/crm/f/117/t/239768 . As I understand - after first error from my request (timeout/already exist/not found) shared connection disposes itself and all other threads (Tasks) start getting this error. I Already tried:
1) Every reqeust send in using(var con = new CrmServiceClient(connectionStr)) { .... }
2) Manual call con.Dispose()
3) Don't use Dispose at all
4) CrmServiceClient in singleton (but it doesn't fit a lot of my already existing logic)
5) CreateNewInstance = true. But this is so slow that it doesn't fit my need in 6millions requests/day
Also request via CrmServiceClient is so much slower then OrganizationService.
Maybe i am missing something? Maybe there is a way to not get this disposed error? Or maybe it is better to use OrganizationServiceProxy?
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Debugger on entity/form doesn't work...
Hello, I have an entity that has a lot of web resources on it. For some reason when I try to debug the form there is no scripts for me to look at/grab in the debugger. Everything is just blank. I can go to other forms in CRM 2016 and the debugger works fine. Has anyone else run into this issue and if so, how do I fix it? It is also the only entity/form that my cpu usage goes up when I click on new for a new record, not sure what is going on with this form, but it is strange and I need the debugger to work so that I can see what the issue is as my logic is working. I don't get any errors on the screen itself, just doesn't work.
Please help....thank you.
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how to pass notes from lead to opportunity after qualifying the lead
Hi,
When we qualify the lead,then how to notes pass from lead to opportunity.
Please tell me step by step using plugins because i am new in CRM.
Please suggest me solution.
Thanks in advance!
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Qualify lead Notification
Hello,
On the lead section, i have setup 2 roles for sales person and sales manager. When SP create a lead then an email will go to sales manager to do the qualify the lead. till here it is working fine.
Now, is there a way to put a notification or bar on the lead section saying that waiting for approval from sales manager and his name.
Ex: When a lead is waiting for to do Qualify, sales person on his login should see notification on the top of the window.
How to do this ?
Regards
Faisal
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Data Encryption - Permission Error
Hi, in one of our deployment we could not Data encryption menu. I have got Insufficent Permission error.
* I am tryring to Crm administration role
* I defined a new user with Administrator and customizer role and create another role with data Manage Data Encryption change/read/Activate role .
I have delete the values in
| EmailServerProfile | IncomingPassword |
| EmailServerProfile | OutgoingPassword |
| Mailbox | Password |
| Queue | EmailPassword |
| UserSettings | EmailPassword |
I have set DisableSSLCheckForEncryption to 1 in MSCRM config
Still I cant open Data Encryption window to change/activate. I have the previous key
I have updated the organization and have the key for previous version.
I cannot change existing user id / mail information since it says there is encrypted fields in database. All other organization working normally.
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Data Set
Hi
I am M.Jokar. I am master student of IT. I want to find new method for customer segmentation for my thesis.
I need some data for my thesis. Would you please help me?
I need the RFM (Recency, Frequency, Monetary) data of customer and customers reviews too.
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Portal Import Error
While Importing portal to online trial version I'm getting an error. Imported portals to premise successfully but when tried to import portal in online trail version it's not working as 
in "self-host installation guide"
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Include customize entity in business process flow
Hi,
I created two new entities and I want to include it in the lead to opportunity process but I cannot see it in the list of entities
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CORS protocol support For Customer Portal
Hi
where should i set the flags for CORS for customer portal, i identify HTTP/Access-Control-Allow-Origin in site setting but i'm still getting the error
any idea
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Cannot qualify lead
Hi I customize the lead-opportunity business process and the forms but I retained the required fields.
However, I can no longer qualify leads it does not direct to opportunity form anymore
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Can't see tracked/set regarding emails within the CRM
Hello,
I am using Dynamics 365 for outlook, with system admin,
Dynamics online version 8.2.2
once i click "Track" or "Set Regarding" from the outlook i can see that it is fully tracked or was set regarding (can see and click the regarding entity from the outlook.
When i try to allocate this email in the CRM i can't find it. not regarding to the account/contact and not at the CRM at all.
Attached a screenshot
Any idea?
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