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Sharepoint Integration to Dynamics CRM 365 v.8 ERROR

March 16, 2018, 8:23 pm
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Dear All,

I have trouble when having tried to integrate my Sharepoint Site to Dynamics CRM 365 v.8. The fact that their Office 365 License is Plan 1 and the Sharepoint license which are in used is License Plan 2. 

I have been wondering that whether this error is caused by Licenses-related matter mentioned above or any wrong configuration steps I have made???? The CRM Instance I carried out integrating Sharepoint is Sandbox. Also I need your support for the explanation what is the differences between Sandbox, Production when we integrate Sharepoint to those instances?

I need you all support for this issue due to the fact that I am a novice in Dynamics CRM 365. I also attach the image for you to take a reference.

Many Thanks for you Support.

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Update field after Creation of Lead on Post operation using plugin

March 16, 2018, 11:45 pm
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Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Generic SQL error.Detail: e0547166-cb71-475a-a68e-fa104f1006be -2147204784 Generic SQL error. 2018-03-17T06:11:03.8851939Z false

Hi,

I have created a plugin in which Lead create on post operation , i want to check whether the account exist or not depending on website url.

If account exist then update parentaccountid field i.e existing account but it shows me an error SQL server error.

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User activity report showing blank, even though activities available in system

March 17, 2018, 1:21 am
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Dear,

We are having activities available for this month in the system. But when i generate the activities from OOTB report, by selecting below criteria. Report is showing blank.

If i select for past one year. Report is showing data again. Please suggest.

 

 

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Create power bi report on Audit entity to track the all user' action in crm

March 17, 2018, 4:00 am
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I want to create the power bi report to track the all user's action(Record Creation, Record Update, User access) in CRM. So, I have used audit entity record. But problem is, I can't get the audit entity direct in power bi. I have used the web API query to get the audit data in power bi, and it is getting the only one user(Which credential I have used to connect power bi) data. I want all user's audit history data. 

Please suggest the way. Thank you.

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Deleting only the active referential record

March 17, 2018, 4:08 am
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Hi,

   I have a "Account" -parent entity related to child entity "purchase log".using cascading configuration how to set when parent record is deleted only the active child record associated with the related entity record should get deleted.(child record which are inactive should get deleted)

   can this be achieved using out of the box?  

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Subscription Management

March 17, 2018, 4:19 am
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Hi

Can anyone recommend a solution (off-the-shelf or custom) for a telecom (satellite service provider) company to manage bandwidth subscriptions in Dynamics 365 CRM? 

The solution should be able to manage n number of "sites" for any customer account. Each site has a set of commercial and technical details. Commercial details would be bandwidth plan, start date, contract length, etc. Technical details would be service parameters. 

Each site can have cases, activities (emails, telephone calls, etc), and workflows which move the the site through various business stages (pre-sales, test, commercial active, suspended, deactivated). 

Cases would be to change service level, activate, suspend, deactivate, change teleport, change hardware, etc

A history (audit trail) of all transformations that the site goes through (based on the cases) should be maintained. 

Business stage of the site, such as commercial active, should link to Finance and Operations ideally and assist to track or perform billing. 

I would appreciate if anyone can assist or recommend a solution. 

Regards

David 

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UCI: document management related view for entities is missing, how to add back in?

March 17, 2018, 6:44 am
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In the UCI interface, the Documents Related View (via the Navigation area) no longer shows "Documents" so it is not possible to go to the record's sharepoint documents from the entity. 

Is there a way to navigate to the documents related view (or the sharepoint folder directly) for a specific entity from that entity's page in the UCI interface?

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Can you edit KPIs?

March 17, 2018, 9:22 am
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With my different dashboards, there are several KPIs that show different parts of my data. Is there a way to edit these and how? Not finding much in my initial research online...

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Moving charts on dashboard

March 17, 2018, 9:58 am
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I'm editing one of my main dashboards (Microsoft Dynamics 365 Overview) and can't figure out a way to move charts around. When I first opened the dashboard for editing, it let me drag one chart and move it. Then it's almost as it locks everything up where I can't move anything...existing charts or new charts. 

I don't understand why it will let me do it for 1 and then locks everything up...any ideas? Please see my screenshot attached. 

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Dependencies Calculation error at the time of solution import.

March 17, 2018, 10:08 am
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Hi,

Issue : Dependencies Calculation error : The dependent component SystemForm (Id=3498c71f-2c4c-4a89-8917-a274e36eba30) does not exist.  Failure trying to associate it with SystemForm (Id=a837e4a7-01b8-4f82-a475-be9abd67e667) as a dependency. Missing dependency lookup type = PrimaryKeyLookup.

My solution is in the trial version and I am trying to transfer solution to enterprise instance. At the time of import above mention error hit. 

Dependencies Calculation
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i am confusion about Field level security..??

March 17, 2018, 12:30 pm
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Hi to All,

please help me.....!!

Field level security  is Role based level or User or team based level....???

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what is difference between following two ways to get entity reference

March 17, 2018, 4:43 pm
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Entity ent=new Entity();

ent.LogicalName="account";

============================

Entity ent=(Entity) context.Inputparameters["Target"];

i can create, update, delete, edit status, insert foriegn keys like using entityReference with above two ways but then what is the difference?

thank you in advance

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Removing HTML tags from email Description field when auto-creating a record

March 17, 2018, 5:00 pm
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I found some articles about writing a plugin to remove HTML tags from the email Description field, and also a JS web resource method. I am more familiar with JS than writing server side plugins so I implemented the code at the bottom of this article in a web resource and attached it to the Lead onFormLoad event. However, it does not appear to strip the HTML from the Description field on page load. Any ideas how I can determine what the issue is or is there updated JS code that might work, or a different method that can be achieved without writing a plugin?

https://community.dynamics.com/crm/f/117/p/121027/777167#777167

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Retrieve Dynamics 365 Accounts with multiple columns using C# - Object reference not to an instance

March 18, 2018, 12:49 am
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Hi everyone,

Recently we got our CRM online migrated to Dynamics 365. I have my CRM system integration with another third party system, To retrieve list of accounts with multiple column values, i was using CRM SDK via C# program. However after we migrated to Dynamics 365, my code is no longer working. Below is the code snipped which used to retrieve accounts list;

public static List<Account> GetCRMAccounts()
        {
            try
            {
                List<Account> p = new List<Account>();
                var appConfig = ConfigurationManager.OpenExeConfiguration(Assembly.GetExecutingAssembly().Location);
                string connectionString = appConfig.AppSettings.Settings["CRM"].Value.ToString().Trim();

                CrmServiceClient crmConn = new CrmServiceClient(connectionString);
                IOrganizationService crmService = crmConn.OrganizationServiceProxy;

                QueryExpression qe = new QueryExpression
                {
                    EntityName = "account",
                    ColumnSet = new ColumnSet("accountid", "name", "new_nickname")
                    
                };
                EntityCollection accounts = crmService.RetrieveMultiple(qe);

-------------------------------------------------------------------------------------------------------------------------

However the above code throw "Object reference not set to instance error" at the last line "EntityCollection accounts = crmService.RetrieveMultiple(qe);"

Not sure what has been changed upon migration.

Please can somebody help me to solve the issue?

Again i'm on Dynamics 365.

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Subreports work - then stop working - CRM 2015

March 18, 2018, 2:39 am
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Hi,

I'm supporting a report that I haven't created with Dynamics CRM 2015 and want to see if this behaviour has been seen before and possible solutions.

A report has a sub-report. The main report uses the CRM_AFFiltered<entityName> as directed and the sub-report does not. When I run the report first thing in the morning (possibly first time of the day), the report works perfectly. When I run it a second time, it stops working. The main report shows up but the sub report doesn't appear again.

IF I use the CRMAAF approach on the sub-report and run it on its own, then it works but only without the main report.

I've read some vague blogs about problems with sub reports in CRM but no details.

I've never seen this behaviour with SSRS before.

Has anyone see this type of behaviour before?

Thanks

Andrew

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How to set the CustomerID lookup field on case form from Javascript?

March 18, 2018, 3:29 am
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Hello, 

I want to update the CustomerId lookup field on Case form by the value I select in the primarycontact field. I am able to get the id of the record on the primarycontact field from JS, but the customerid field is not populating properly using the Business Rule. How can that be done using JS?

Thanks, 

Fahad

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Pricing and stock mamangement in crm dynamics 365 Sales module

March 18, 2018, 4:38 am
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Hi Experts,
          Can anyone help me how to configure price and stocks in CRM Dynamics 365 Sales module?
My requirement is : I have around 10,00000 Car part numbers with different franchises.Each part no may have different price and stock quantity than others.
The price of part number will be differ from customer to customer as its depend on Currency and country of the customer.

Thanks in advance.

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Create Account in Dynamics 365 via C#

March 18, 2018, 8:39 am
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Hi all,

Recently we got our CRM online instance upgraded to Dynamics 365. Now my .net code which was working in creating New Account is no longer working and throwing below error;

Error while connecting to CRM The server was unable to process the request due to an internal error.  For more information about the error, either turn on IncludeExceptionDetailInFaults (either from ServiceBehaviorAttribute or from the <serviceDebug> configuration behavior) on the server in order to send the exception information back to the client, or turn on tracing as per the Microsoft .NET Framework SDK documentation and inspect the server trace logs.

 


My code below;

public static void ConnectToMSCRM(string UserName, string Password, string SoapOrgServiceUri)
        {
            try
            {
                ClientCredentials credentials = new ClientCredentials();
                credentials.UserName.UserName = UserName;
                credentials.UserName.Password = Password;
                ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
                Uri serviceUri = new Uri(SoapOrgServiceUri);
                OrganizationServiceProxy proxy = new OrganizationServiceProxy(serviceUri, null, credentials, null);
                proxy.EnableProxyTypes();
                _service = (IOrganizationService)proxy;

                Entity account = new Entity("account");

                // Set the required attributes. For account, only the name is required.
                // See the metadata to determine
                // which attributes must be set for each entity.
                account["name"] = "Dummy_Account_Test1";

                // Create an account record named Fourth Coffee.
                System.Guid _accountId = _service.Create(account);

            }
            catch (Exception ex)
            {
                Console.WriteLine("Error while connecting to CRM " + ex.Message);
                Console.ReadKey();
            }

Any ideas?

Thanks,

Prajwal Shambhu

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How to solve Data Cache issue Dynamic 365 Portal, Portal record are getting updated after clearing Cache Manually

March 18, 2018, 9:13 am
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Hi All,

I am getting an issue, Portal record are getting updated after clearing Cache Manually, even OData query is not giving undated result.
I have configured the notes entity in portal, after adding the notes I cant see the newly added notes unttill I clear the cache.

Hemant

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How to get more than 5000 record using FetchXML in SSRS report...?

March 18, 2018, 1:33 pm
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I am working on SSRS report for Customer Dashboard. The problem is that more than 100000 customers record  In my Account Entity . How will get this record using FetchXML.?

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