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Unable to create Trial Dynamics 365

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Is there anyone experiencing this right now?

"Sorry, that didn't work

There's a problem on our end. We're working on it, so try again later."

Worst is, its eating up my account that I provided. So every time I try to create, it has to be a new account


Security role

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Hi,

Do we have any restriction for assign security role, I was asked once,

what entities can we assign a security role?

Migrating to Created By field

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I am using Scribe Online for data migration. I am having trouble getting the Created By field to lookup to and display the users (that are in CRM) that originally created the records, it defaults to the admin user when map is run.

CRM 365 custom html and submit button.

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Hello All experts,

Very strange thing , i am clicking on the custom button present on custom entity form.

which opens a custom html web resource.

on custom html web resource i have submit button which does some work and close the current window.

problem statement:- 

1. When coming from custom entity single record page  then opens the custom web resource but that single record form goes off and the grid do display on the form .

2. Suppose another website is opened in the browser then after clicking submit button then it doesn't redirects to the crm grid page rather it opens up that another website page.

I have checked it does happen in the IE browser and not in the Google Chrome browser.

can anyone help me in resolving this.

Related entity field not working in calculated field

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Hi,

I have two entities A and B. In A I have a calculated field of type currency. In B I have a field of type currency also.

I have created a 1:N relationship between B and A, with B as the parent entity. But when I invoke the field from B via lookup in the calculated formula, there is no error. However, the calculated field in A shows no value.

Remove option frmo editable grid in D365

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Hi

I need to remove on option from the optionset field in editable grid in D365 using javascript or Jquery

Is it possible or not?

CRM: Address Validation

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We are a company that works in almost every European country.

I'd like to have some kind address validation when register a new account in CRM.

So a check if the address exists. Perhaps with enetering the ZIP automatically fill street/city.

Are there any options?

Processing of an mail

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Hello,

we are trying to establish an automized ticket system.

We are listening on an email adress on which the emails from a form on our websites arrive.

Now, we want to read information out of the mail, how can we do that ?

The mail should be processed to a new ticket automatically.

Thank you, Louis


USD: Creating Hosted Control for a desktop application with dynamic arguments

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Hi all, we are trying to access from the USD to a desktop application that has different arguments when executed (or launched from command line). The arguments are:

-user

-password

-window to open

With this arguments filled correctly the desktop application authenticate with the user and open in the desired window. The window to open depends on data from the USD context, and we have user and password of this application in the USD context too.

The problem comes when creating the hosted control, as the field "arguments" in the definiton does not allow replace parameters. We have tried different approaches:

  • From the toolbar launch the action "ExecuteShell" from "CRMGolbalManager" hosted control.  These allow to fill the arguments but launch outside USD
  • Create a Hat Application. We don't know if is there any way to change the arguments in the initstring dynamically.
  • Create an "application adapter" and change the initstring. We can change the initstring, but we have found that the Hosted Control is loaded when USD starts and does not get the changes made when the events of the adapter are launched.
  • Create a Custom hosted  control and change the initstring to "lie" to the control and launch the desktop application instead itself. But that does'nt work either.

Has anybody knows how to deal with this requirement? Any idea would be gratefully received!! :-D

Connecting CRM Dynamics Onpremise with Azure AD including Outlook Client

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Hi Everyone,

We currently have a scenario where we need to connect an OnPremise CRM Dynamics 365 with an ADFS (IFD) that has an Azure AD configured as claims provider trust.  This works fine for the web application to connect by transforming the Name to the UPN claim in ADFS, but we fail to get the Outlook client working because the Home Realm for Azure AD is not supported by the outlook client or fails at least.

Therefore we are now testing to connect the CRM instance to Azure AD directly instead of via an ADFS to see if we can get the outlook client working but with no success.

There is another old post that has a similar request but it is not clear nor documented how people got it working (https://community.dynamics.com/crm/f/117/t/163064).

So the questions are:

* Is it supported to have a CRM IFD connected to ADFS with an Azure AD as claims provider trust with the Outlook Client.

* If not is it supported to connect CRM IFD to Azure AD as STS

Any help would be appreciated.

Regards,

Michael

restrict cross-frame scripting in Dynamics 365 (Online)

Autonumbering in CRM 9.0

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I have updated Autonumbering format for account number field with Sequence 9.

AttributeMetadata retrievedAttributeMetadata = attributeResponse.AttributeMetadata;
retrievedAttributeMetadata.AutoNumberFormat = "{SEQNUM:9}";
UpdateAttributeRequest updateRequest = new UpdateAttributeRequest
{
Attribute = retrievedAttributeMetadata,
EntityName = "msdyn_customerasset"
};
crmServiceClientObj.Execute(updateRequest);

Later, I am trying to update the format, say "ACC{SEQNUM:9}";

It worked initially, when we tried a month back, but now, even though the Update Request is executing, new format is not reflected to the attribute metadata. It still showing the number sequence.

If this can be done, can anyone help how to do this?

Attaching Email Activity to Email via workflow?

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Hello,

I was wondering if anyone knew if it was possible to add an email record to an email that is generated from a workflow. 

For Example, I have a workflow that fires when a case is assigned to someone that sends an email containing information about the case. Is it possible to attach the email that the case was made from to this email? 

Cheers,

Matt

Adding Welsh to Microsoft CRM Portal, worked in 8.3 broken in 8.4

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My company is producing a Welsh/English version of a portal hosted on microsoftcrmportals.

In order to accomplish this we added French to the Microsoft Online CRM instance and added Web Language to the Portal using the French (1036) as the Dynamics 365 Language but with a LCID of 1106 (Welsh) and Code of cy we managed to get this to work fine on 8.3 expect for Picklist/Lookups as they came up in French.

We have recently changed to 8.4 and now we have error even clicking on '+' create for sub grids in the Portal:

 

Error ID - 70145b16-f5f8-4686-93b8-9a7eebe81438.  The Webpage you are looking for at /_portal/modal-form-template-path/2ab10dab-d681-4911-b881-cc99413f07b6 is not found in the Welsh language. To display Page Not Found page localize it in Welsh language.

So the question is has anybody had this issue and did they get it fixed? or Since the Sub Grid Creates points at an entity form there wouldn't be a page we have to translate so why would get this message?

Any insight on why and also how to fix this would be help?

Thanks for any help or insight you can provide.

Where is the source code for CRM Dynamics 365 located

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Hello,

I am not a programmer.

We have Dynamics 365 installed and few months ago we hired a developer to build some plugins. The plugins were developed and installed and we have got 2 environments prod and sandbox.

I wan to access the code which was written by the developers. How can I access the code without breaking anything. 

Could you please provide me simple step by step instructions as to how I can access the code in sandbox environment without breaking anything.

Thanks in advance.

Regards


Associate contacts to account using alternate key in Dynamics 365

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Hi, 
Is there a way to associate contacts to accounts using alternative keys?

Let say:

Account A has alternate key= 1

Account B has alternate key= 2

Contact A has alternate key =1

Contact B has alternate key=2

Contact C has alternate key=1

Associate contacts A and C to Account A

Associate contact B  to Account B

Mabye iterate over all accounts and contacts and associate where the alternate key is matching? 

I am importing the data via Odata and using the Organization Service:

(dev.crm4.dynamics.com/XRMServices/2011/Discovery.svc)

So this solution:  (https://themscrmexpert.wordpress.com/2017/01/07/how-alternate-key-is-useful-while-importing-data-into-crm/)

wont help as the accounts and contacts will be updated frequently :S 

 

I am new to dynamics and how to implement plugins/code so bear with me if this is a stupid question.

Any ideas will be greatly appreciated! 

Kind Regards,
Lars 

  

CRM plugin : Request for the permission of type 'System.Net.WebPermission, System, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089' failed

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Hi,

I am using dynamic 365 version 9.0.1. It is a sandbox instance.

I am using web service in plugin to get some data in CRM.

Webservice : http://dev.xxxxx-systems.com:7047/DynamicsNAV90B49326-02/WS/xxxxx%20Pvt%20Ltd/Codeunit/CRMManagement

Web service IP address is accessible publicaly and also give DNS. 

Code :

CRMManagement.Credentials = new System.Net.NetworkCredential("xxxxxxx", "xxxxxxx", "xxxxxxxxxx");
                            CRMManagement.Url = "dev.xxxxxx-systems.com/.../CRMManagement";

 CRMManagement.GetSalesPrice_gFnc(customer_no, item_no, uom_code, orderline.CreatedOn.Value, currency_code, ref unitPrice);

I have used same web service in crm2016. It is working fine.

Thanks,

keyur shah.

Notes section issue in On premise 8.2.0.749

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Hi,


We just realized that when we disabled legacy forms (in order to adapt ourselves to future deprecation of that feature) we lost the functionality to add notes in a record of an entity.

When it should look like this:

It looks like this;:

So you can see the notes but you can't upload the notes

Anyone with similar issues?

Thanks!

Authentification works inside XRMToolbox, but not in C# tutorial Quickstart

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Hi Folks,

I'm able to authentificate and log on to my Dynamics 365 instance. With the same credentials I'm not able to connect with the Quickstart tutorial of the  Dynamics SDK package.

I'm always getting the same error with metadata. What is wrong here ? Server certification Problem or anything else ?

Error message:

Metadata contains a link, which can not be solved....

Thanks in advance !

Tristan

Add new record with specific form

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Hi,

We are facing a weird problem ussing forms in a custom entity in CRM 2016 (8.2.0.749) on premise.

We need to fill information in a custom entity using a specific form, different from the "standard" one.

Then we need to create a second record, which is related to the first one and must be created using the same form.

But when we press "add new record" from the record 1 using specific form, the record 2 is opened in a new windows with the standard form.

Can you give me some info about this?

Thank you :)

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