Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all 46379 articles
Browse latest View live
↧

Use Workflow to Create New Record from Business Process Flow

March 15, 2018, 3:36 am
$
0
0

Hi,

I've created a basic Business Process Flow (BPF) - the first stage based on the Account Entity. I've also set up an On Demand Workflow based on the Account Entity and set this to create a new Contact Record. I added this workflow to the first stage of my BPF and set it to trigger On Exit.

I've created a second stage in  my BPF based on the Contact Entity. I want the Contact record to be automatically created when I select the second stage in my BPF. I had assumed that by clicking the second stage, the workflow would create a new Contact record automatically, however it doesn't happen.

I can only create a new Contact at the second stage if I select Next Stage and the + sign to Create.

My workflow will create a new Contact if I select Run Workflow from the command menu.

I'm not sure why the workflow is not running automatically from my BPF. Can anyone advise please?

We're on Dynamics 365 online V8.2.

Many thanks,

Agnes

↧
Search

Crm 365 plugin causing issue but what is the reason.

March 15, 2018, 3:36 am
$
0
0

Hello All Experts,

I come to know that there is a plugin written which does logging of the trace into the separate entity.

Actually one custom html web resource is there which does some operation after that this plugin gets triggered.

but my trouble is that why it's causing issue don't know , even no trace is being displayed on the custom form.

what if i do disable this plugin ? will that impact on something else as well.

↧
↧

lead qualification

March 15, 2018, 4:03 am
$
0
0

Hi everyone, I have a requirement to give the user a security role with only user level permissions for Assign, Write and Create for the Opportunity, Account and Contact entities. However, while qualifying a lead with ECE assigned as another user I'm unable to qualify the lead as the owner of the account and opportunity of the qualified lead is of the ECE. 

This is the error I'm getting, 

<s:Envelope xmlns:s="schemas.xmlsoap.org/.../envelope"><s:Body><s:Fault><faultcode>s:Client</faultcode><faultstring xml:lang="en-US">SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 6af9456a-2628-e811-8117-e0071b66cfa1, OwnerId: 31ddb544-b918-e711-810a-e0071b69ffe1,  OwnerIdType: 8 and CallingUser: 5e39b8b0-1af2-e611-80f6-e0071b661f01. ObjectTypeCode: 1, objectBusinessUnitId: fee1b889-f4ea-e611-8103-e0071b69ffe1, AccessRights: WriteAccess </faultstring><detail><OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts" xmlns:i="www.w3.org/.../XMLSchema-instance"><ActivityId>7eb3fe5a-9584-4908-99a0-834f258b92a2</ActivityId><ErrorCode>-2147187962</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic"/><Message>SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 6af9456a-2628-e811-8117-e0071b66cfa1, OwnerId: 31ddb544-b918-e711-810a-e0071b69ffe1,  OwnerIdType: 8 and CallingUser: 5e39b8b0-1af2-e611-80f6-e0071b661f01. ObjectTypeCode: 1, objectBusinessUnitId: fee1b889-f4ea-e611-8103-e0071b69ffe1, AccessRights: WriteAccess </Message><Timestamp>2018-03-15T07:56:59.3983526Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true"/><InnerFault><ActivityId>7eb3fe5a-9584-4908-99a0-834f258b92a2</ActivityId><ErrorCode>-2147187962</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic"/><Message>SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 6af9456a-2628-e811-8117-e0071b66cfa1, OwnerId: 31ddb544-b918-e711-810a-e0071b69ffe1,  OwnerIdType: 8 and CallingUser: 5e39b8b0-1af2-e611-80f6-e0071b661f01. ObjectTypeCode: 1, objectBusinessUnitId: fee1b889-f4ea-e611-8103-e0071b69ffe1, AccessRights: WriteAccess </Message><Timestamp>2018-03-15T07:56:59.3983526Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true"/><InnerFault i:nil="true"/><OriginalException i:nil="true"/><TraceText i:nil="true"/></InnerFault><OriginalException i:nil="true"/><TraceText i:nil="true"/></OrganizationServiceFault></detail></s:Fault></s:Body></s:Envelope>

I have given org level permissions for Append and Append to 

Is there any workaround to qualify the lead in this scenario?

Thanks in advance!

↧

SSRS Instance is blank for CRM 2016 Installation

March 15, 2018, 5:45 am
$
0
0

I am trying to install the SrsDataConnector for CRM 2016.  When I get to the SSRS Instance name, the drop-down is blank and I cannot select an instance: I am using Microsoft SQL Server 2012 (SP4) (KB4018073) - 11.0.7001.0 (X64) on a server different than that of the CRM application server.

 

I definitely have a reporting server running. I can see it in SQL Server Configuration Manager.

I did some research online, but I could not find a definitive solution to this problem.  Can anyone guide me in the right direction?  Thanks.

↧

Emails stuck in status pending send

March 15, 2018, 6:06 am
$
0
0

We have Dynamics CRM 2016 on-prem and have configured email to use server-side sync. There are no errors showing when we click Test & Enables MailBoxes and recives confirm mails that check the outgoing email configuration for a particual user. 

We have a couple of workflows which we want to send email notifcation on field changes in Opportunities. But the emails get stuck with the status Pending Send.

I have set the property  No of Delivery Attempt = 1 according to article below but still facing the same problem.

http://www.netstandard.com/fixing-pending-send-emails-in-dynamics-crm/

We have also tried to create a mail from CRM Dynamics and that email also get stuck in the status pending send. 

Any help will be very much appreciate.  

↧
↧

Booking rule is firing on schedule board but not when using booking assistant

March 15, 2018, 6:31 am
$
0
0

Hello,

I'm facing a problem with booking rules. The booking rule is correctly fired when dragging and dropping using schedule board but not when using "Book" button on WO, selecting the resource and clicking on "Book and close".

Does anyone have a clue about this ?

Thanks

↧

Servicebus DLL in a plugin and ILMerge

March 15, 2018, 6:53 am
$
0
0

Hi,

I have used ILMerge to add the Microsoft.Servicebus.dll in to my Dynamics 365 Online plugin so that I can send messages to a bus.

I get the following exception when the code is run;

System.TypeLoadException: Inheritance security rules violated while overriding member: 'Microsoft.ServiceBus.AuthorizationFailedException.GetObjectData(System.Runtime.Serialization.SerializationInfo, System.Runtime.Serialization.StreamingContext)'. Security accessibility of the overriding method must match the security accessibility of the method being overriden.
at System.Reflection.RuntimeAssembly.GetExportedTypes(RuntimeAssembly assembly, ObjectHandleOnStack retTypes)
at System.Reflection.RuntimeAssembly.GetExportedTypes()
at Microsoft.Xrm.Sdk.KnownProxyTypesProvider.LoadKnownTypes(Assembly assembly)
at Microsoft.Xrm.Sdk.KnownProxyTypesProvider.RegisterAssembly(Assembly assembly)
at Microsoft.Xrm.Sdk.AssemblyBasedKnownProxyTypesProvider.GetNameForType(Type type)
at Microsoft.Xrm.Sdk.Client.OrganizationServiceContext.CheckEntitySubclass(Type entityType)
at Microsoft.Xrm.Sdk.Client.OrganizationServiceContext.CreateQuery[TEntity]()
at Xrm.ServiceContext.get_ContactSet()
at Co_op.Registry.Integration.Plugin.Steps.PopulatePrimary.Process(Registration registration, reg_registration sourceRecord, ServiceContext service)
at Co_op.Registry.Integration.Plugin.Managers.IntegrationManager.CreateRegistrationIndividual(reg_registration sourceRecord, ServiceContext service)
at Co_op.Registry.Integration.Plugin.IntegrationAction.Execute(IServiceProvider serviceProvider)


Both my DLL and the service bus DLL are on the same version and I have tried .net 4.5.2 and 4.6.1.  Does anyone know how to resolve this issue with ILMerge and the servicebus dll?

↧

CRM 2013 Failed to load within outlook

March 15, 2018, 6:58 am
$
0
0

We have two users that have no problem logging in and using CRM 2013 via a web browser but when they try and use CRM 2013 via Outlook, whether 2010 or 2013, it says "Waiting for a page to be retrieved from CRM server......" whenever we try to use anything within sales, dashboards works fine . When we have researched this before we have seen all the posts suggesting that it is an issue regarding windows updates and changes to the Regedit would fix the issue.

We have 100+ users that use CRM 2013 and a mixture of office 2010 and 2013 that have no issues what so ever.

Any help or suggestions would be appreciated.

Thanks

Tom

↧
Search

How to call Plugin when click on Iframe button in Dynamics 365 online

March 15, 2018, 7:02 am
$
0
0

Hi,

I have requiremnet to call plugin when clik on Iframe button in CRM 365 online.

What will be the best approach to achieve this functionaliy.

It will be great if provide any links or sample code.

Thanks,

↧
↧

view crm report from report server

March 15, 2018, 7:09 am
$
0
0

Hi, I am trying to view crm reports from report server, but I always got the error like the below, I am using service account, is there anything I've missed?

↧

Show same stakeholders on quotation as opportunity

March 15, 2018, 7:11 am
$
0
0

Hi All,

I want to show Stakeholders of Opportunity in Quotation (to be autoselected according to the stakeholders in related opportunity form). Can anyone please help me achieve this functionality.

Using D365 version 9.0 

↧

Custom Fields in Survey Responses for Voice of the Customer and populating them with data

March 15, 2018, 7:37 am
$
0
0

Hello,

I've made some custom fields on the Survey Responses entity. I'd like to populate these fields automatically from the record in which the survey is sent. Can I use piped data for this? What is the best way of accomplishing this?

↧

CRM calendar

March 15, 2018, 8:17 am
$
0
0

Hi, I am completely new to crm dynamics and I have been tasked by my work to link the events on the company sharepoint calendar with the CRM calendar and vice versa? is this possible as I cant find any help for this online?

↧
↧

CRM entity Form design include google page

March 15, 2018, 8:18 am
$
0
0

I was trying to add webresource and include google page. I tried both Html and JavaScript , but I think my code is not right. Can anyone kindly advice with a simple google page design on my entity form of crm please.

↧

PSA Work breakdown structure error

March 15, 2018, 8:49 am
$
0
0

Hi all,

We started receiving the below error on the project entity accessing the WBS link from navigation. Not sure what made this error to pop up. The big change that we have done was installing portal on this instance.


There has been an error loading the project's work breakdown structure. Please refresh the page to try again.

 

Thanks

↧
Search

SLA Functionality

March 15, 2018, 9:01 am
$
0
0

Can we report like where we have 5 cases and 2 pause and when we run report 

i should be able to know which are paused and which are working and how long can we run it

↧

The source data is not in the required format...

March 15, 2018, 9:04 am
$
0
0

Hello,

When trying to do a CRM import, I get the following error for some of my rows which states, "The source data is not in the required format" and for others I am getting "The start or end date is not valid"

The column Heading name is called, "Name"  This column is a option set (same as what is in CRM).  The column is a Text field.  Just not sure why it is failing really.  The Date fields are formatted as Date already.

Any help is appreciated.  Thank you.

↧
↧

Business process flow

March 15, 2018, 9:08 am
$
0
0

Hi, i have an 3 stages 

identify ,research,resolve

 it is taking time . so is it possible to know how much time is that taking like is that business process flow running every 5 mins???

↧

Dynamics 365 Diagnostics

March 15, 2018, 9:09 am
$
0
0

Good Afternoon, 

We are experiencing some lagging issues and decided to run Diagnostics test. I notice that the JavaScript Dom Benchmark never complete. Is this normal ?? We are online for everything. 

Thank you, 

Joseph 

↧

Add Shortcut or Button to Full Task Form in a Case

March 15, 2018, 9:30 am
$
0
0

Hello,

I just upgraded to Dynamics 365 v9.0 and the buttons I created to launch the full forms for activities no longer works. I managed to remove this, but I am still looking for a solution. 

We have a custom task form (that allows us to enter time spent) that we use when adding a task to a case in Dynamics. Being that we need to add time, we cannot use the quick forms that are the default when using the Activities area. As a workaround, users can click on the "see the records associated with this view" button on the activities area. There they can click on "Add New Activity" > "Task" and then the full add task form comes up. 

Please let me know the best way to access this form from the main page of a case. Alternatively, if there is a better way to add time spent to a case, I'm all ears!

Thanks!

Ryan

↧
Viewing all 46379 articles
Browse latest View live
Search
<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>