Hi,
I'd like to add Items in my subgrid automatically.
Ex: I have account entity and payment entity and i have already established the 1:N Relationship
I want to appear the payment lines automatically in the contact subgrid when they are entered in the payment entity
Thanks a lot.
Hello everyone.
I would like to know if anyone ran into the same issue and was able to find out the solution or an explanation of such behavior.
We use D365 CRM On-Premise 8.2.2.0112. Our email system is Exchange 2016 On-premise.
Earlier, we configured Server-Side Synchronization for a shared mailbox named support. This mailbox is available for our support engineers and is used to receive support requests from users and customers. Though, as a shared mailbox it is available in Outlook Desktop Clients, we decided to configure email forwarding to personal mailboxes of these engineers. This forwarding is configured on Exchange server. So, when an email is sent to support mailbox it appears there and in engineers' mailboxes simultaneously. This is used to reduce the time needed by any engineer to get familiar with the request because they are continuously monitoring their personal mailboxes and may not notice the email in the shared mailbox. In addition, when an email arrives into the support mailbox D365 creates a case and sends some notification emails. This configuration is working fine when users' mailboxes are not being synced with D365 CRM.
This year we have upgraded our Exchange 2013 servers to Exchange 2016. This allowed us to start using Dynamics 365 App for Outlook. One of the requirements is to use SSS for the user's mailbox. I have enabled SSS for one of the mailboxes and this mailbox passed all checks. After that I enabled D365 App for Outlook and it is working almost fine in OWA, but not in Desktop Outlook Client.
On the next morning we received an email to support mailbox and it has been forwarded to the mailbox with SSS enabled. After that I noticed an warning on the Mail Server Profile page, stating that an unknown error occurred during the sync of this email in the engineer's personal mailbox. This error does not give any clues but it has the following additional information: UnknownIncomingEmailIntegrationError -2147218683. I was able to locate this email in the support mailbox, but a case was has not been created.
We are going to move to D365 App for Outlook and we need to create cases from emails sent to support mailbox. These are manadatory requirements. I may remove the forwarding of these emails, but it would be great if we can continue with that.
So, now I am wondering how to resolve that and looking for an explanation. I understand that our configuration may be unsupported or maybe I missed something, but I am not able to find any useful information. Any help is much appreciated.
Hi, I trying to migrate invoice data from environment to another, and calculating products price, changing status. It seems quite slow, is there anyway I can speed up?
Hi Experts,
do you have any sample code ? or explanation or article that i can reference?
Thanks
Hello,
How to Show Subgrid Plus button only if user has Admin sec role otherwise need to hide. Need to javascript or can be done without code ?
Hi,
How can I use Relationship Assisstance in D365 Onpremise environment?
I want entity and attribute with relationship with that.
| ParentEntity.attribute | ChildEntity.attribute |
| Lead.LeadId | Account.fk_Leadid |
How to get this , with out any tool.
I have created a simple C# project (Class Library .NET) in Visual Studio 2017. I want to extend a workflow with this custom code and used this as reference:
My project targets .NET Framework 4.5.2 and I signed my assembly with the Strong Name Tool (sn.exe).
The project contains one class looking as follow (used above link as reference):
using System.Activities;
using Microsoft.Xrm.Sdk.Workflow;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages;
namespace DynamicsTest
{
class MoveFiles : CodeActivity
{
[Input("SourceQuote")]
[ReferenceTarget("quote")]
public InArgument<EntityReference> SourceQuote { get; set; }
protected override void Execute(CodeActivityContext executionContext)
{
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext> ();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory> ();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
// Get the target entity from the context
Entity regQuote = (Entity)service.Retrieve("quote", context.PrimaryEntityId, new ColumnSet(new string[] { "name", "ownerid" }));
string quoteName = (string)regQuote.Attributes["name"];
EntityReference ownerid = (EntityReference)regQuote.Attributes["ownerid"];
Entity emailEntity = new Entity("email");
Entity fromParty = new Entity("activityparty");
fromParty.Attributes["partyid"] = new EntityReference("systemuser", context.InitiatingUserId);
EntityCollection from = new EntityCollection();
from.Entities.Add(fromParty);
Entity toParty = new Entity("activityparty");
toParty.Attributes["partyid"] = new EntityReference("systemuser", ownerid.Id);
EntityCollection to = new EntityCollection();
to.Entities.Add(toParty);
EntityReference regarding = new EntityReference("quote", context.PrimaryEntityId);
emailEntity["to"] = to;
emailEntity["from"] = from;
emailEntity["subject"] = "Quote Summary of " + quoteName;
emailEntity["regardingobjectid"] = regarding;
Guid EmailID = service.Create(emailEntity);
EntityReference abc = SourceQuote.Get<EntityReference>(executionContext);
AddAttachmentToEmailRecord(service, EmailID, SourceQuote.Get<EntityReference> (executionContext));
}
private void AddAttachmentToEmailRecord(IOrganizationService service, Guid SourceEmailID, EntityReference QuoteID)
{
//create email object
Entity emailCreated = service.Retrieve("email", SourceEmailID, new ColumnSet(true));
QueryExpression QueryNotes = new QueryExpression("annotation");
QueryNotes.ColumnSet = new ColumnSet(new string[] { "subject", "mimetype", "filename", "documentbody" });
QueryNotes.Criteria = new FilterExpression();
QueryNotes.Criteria.FilterOperator = LogicalOperator.And;
QueryNotes.Criteria.AddCondition(new ConditionExpression("objectid", ConditionOperator.Equal, QuoteID.Id));
EntityCollection MimeCollection = service.RetrieveMultiple(QueryNotes);
if (MimeCollection.Entities.Count > 0)
{ //we need to fetch first attachment
Entity NotesAttachment = MimeCollection.Entities.First();
//Create email attachment
Entity EmailAttachment = new Entity("activitymimeattachment");
if (NotesAttachment.Contains("subject"))
EmailAttachment["subject"] = NotesAttachment.GetAttributeValue<string>("subject");
EmailAttachment["objectid"] = new EntityReference("email", emailCreated.Id);
EmailAttachment["objecttypecode"] = "email";
if (NotesAttachment.Contains("filename"))
EmailAttachment["filename"] = NotesAttachment.GetAttributeValue <string>("filename");
if (NotesAttachment.Contains("documentbody"))
EmailAttachment["body"] = NotesAttachment.GetAttributeValue <string>("documentbody");
if (NotesAttachment.Contains("mimetype"))
EmailAttachment["mimetype"] = NotesAttachment.GetAttributeValue<string>("mimetype");
service.Create(EmailAttachment);
}
// Sending email
SendEmailRequest SendEmail = new SendEmailRequest();
SendEmail.EmailId = emailCreated.Id;
SendEmail.TrackingToken = "";
SendEmail.IssueSend = true;
SendEmailResponse res = (SendEmailResponse)service.Execute(SendEmail);
}
}
}
The SDK packages are downloaded from NuGet (latest 9.0.0.7).
When I try to use the Registration Tool (version: 9.0.0.9154 64bit) I get the following error when trying to register my assembly:
Any clue what I am doing wrong, do I need to mark the class as Plugin or something? And if I want to do that, how do I keep above code working?
I am having some issues installing Field Service. The install claims to work however I get peculiar errors and performance issues.
I have different setups for development (single server) and staging (2 web front ends, 2 SQL in Always On High Availability Groups) but the symptoms are identical for both configurations.
I installed the following packages in this order
My installs on Organizations were in this order
| CRM Environment | Organization | Result |
| Development | Sandbox | Working fine |
| Development | Development | Error |
| Staging | Test | Working fine |
| Staging | Train | Error |
When I try to view the Schedule Board it fails to load on the second Organization that it was installed on. I was getting some errors in debugger specifically 500 errors for SchedulerUIFactory.js. The associated trace for this includes this error.
Request vsopscrmdev01.vs.net/.../WebResource.ashx;_dc=1522317368487 failed with exception System.InvalidOperationException: CRM Parameter Filter - Invalid parameter '_dc=1522317368487' in Request.QueryString on page /Development/Handlers/WebResource.ashx The raw request was 'GET /Development/{636579089830000112}/WebResources/msdyn_/fps/scheduleboard/FPS/SchedulerUIFactory.js?_dc=1522317368487' called from vsopscrmdev01.vs.net/.../scheduleboard.html;sitemappath=FieldService%7cWO%7cmsdyn_Scheduler_urlspage.
When I tried to look at the Scheduling Parameters I got a message telling me that the record was unavailable and the trace included a few errors notably:
msdyn_schedulingparameter With Id = 515227b9-fcff-4585-944f-0ba4cfa4187c Does Not Exist
Web Service Plug-in failed in SdkMessageProcessingStepId: {3E6B7D86-4733-E811-80F2-00155D12D202}; EntityName: msdyn_schedulingparameter; Stage: 30; MessageName: Retrieve; AssemblyName: Microsoft.Crm.Extensibility.InternalOperationPlugin, Microsoft.Crm.ObjectModel, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35; ClassName: Microsoft.Crm.Extensibility.InternalOperationPlugin; Exception: Unhandled Exception: System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation.Every element seems to work correctly on the first install but not the second. I tried to uninstall and reinstall on the second Organization but this did not resolve it.
Uninstalling the solutions from the first Organization and installing it against the second Organization resolved the issue.
While I can work with this to some extent - particularly for Development - I foresee issues down the line when I move from Testing into Training essentially I cannot run Field Service on my Test and Training Organizations simultaneously. Has anyone else experienced similar issues is there something that can be done to allow this to operate properly? I presume that the resources required are installed in a way that prevents there from being two copies? Any help would be greatly appreciated.
Hi,
How can I edit the form in the customer profile?
Hi ,
I want to hide and show close as Won Button in opportunity based on form field value .
Close as won button will not show if field value is null.
It will show if field contains data .
Thanks.
Hi,
I created a workflow that sends email when a new case was created. However, if the case was created from customer portal the workflow is not working. No email received
Hi,
I follow the holding solution process (https://community.dynamics.com/crm/b/crmthinkdynamics/archive/2014/09/25/how-to-delete-an-old-component-from-your-managed-solution-in-crm-2011-2013).
When I am at step 11, I try to delete the managed holding solution on my CRM2011 rollup 18 instance (this holding solution was created on another CRM2011 rollup 18 instance).
It gives this error: Cannot delete field - Only custom fields can be deleted.
Here is the log file:
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=xxx]]: Cannot delete attribute: leftvoicemail from Entity: a360_accountmanagement since the attribute is not a custom fieldDetail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ErrorCode>-2147192823</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>Cannot delete attribute: leftvoicemail from Entity: a360_accountmanagement since the attribute is not a custom field</Message>
<Timestamp>xxx</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>
How to delete the managed solution without errors ?
I searched online, but I cannot find a good source on the problem and resolution.
Similar issues:
https://community.dynamics.com/crm/f/117/t/118493
https://community.dynamics.com/crm/f/117/t/136842
Thank you,
-Francis
Hi All,
I have an 3 stages(identify,research,resolve) also I created 3 Opportunity Forms as per my requirement.(identify,research,resolve)
whenever I switch the stage of an identify to research then show research form,also switch the stage of an research to resolve then show resolve form,switch the stage of an resolve to identify then show identify form.
is it Possible ?
Thanks
Hi experts,
I have a bunch of yes/no fields in the project record:
I also have a multi-select option set:
I need to collect all of the fields names marked as "yes" and store the string in a new field. I also need to collect all the values in the multi-select option set and build a text string and store in a new field (this is mainly because I cannot use multi-select option set in a workflow email).
How can I do the same? I'm sure there is no out of the box way to do this.
Thanks,
Jon
Hi Community,
We can add case into queue or change existing queue by clicking "Add to Queue" button in ribbon, what i want to achieve is to capture the selected queue name into custom field in comma-seperated format.
For Example, I'm adding case1 in queue1, then again adding into queue2, then queue3. So, cutom field will have "queue1, queue2, queue3" as value.
Please suggest way how to maintain the queue transition in comma seperated format in custom field.
Is there any way to see the audit logs of queue items?
Thanks,
Hardik Chauhan
Example
Lead to Process Session,Task have 1-1 Relationship but mapping not available.
What is mean this.
Here which field mapped with Lead to process session.
What is reference key in Process session.
Hi,
When I try open Dynamics 365 https://<tenant>.crm<number of azure center>.dynamics.com/ in Microsoft Edge I receive the error below. I can open Dynamics 365 fine in Chrome but not In Edge and it only happens on my device:
Server Error in '/' Application.
Runtime ErrorDescription: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine.
Details: To enable the details of this specific error message to be viewable on remote machines, please create a <customErrors> tag within a "web.config" configuration file located in the root directory of the current web application. This <customErrors> tag should then have its "mode" attribute set to "Off".
<!-- Web.Config Configuration File -->
<configuration>
<system.web>
<customErrors mode="Off"/>
</system.web>
</configuration> |
Notes: The current error page you are seeing can be replaced by a custom error page by modifying the "defaultRedirect" attribute of the application's <customErrors> configuration tag to point to a custom error page URL.
<!-- Web.Config Configuration File -->
<configuration>
<system.web>
<customErrors mode="RemoteOnly" defaultRedirect="mycustompage.htm"/>
</system.web>
</configuration> |
Hi,
I'm testing the customer portal but I keep getting this message using several email. Am I missing some steps? Do I need to enable something to do this? I wanted to fix it because the automatic case response is bot workig so im guessing it has something to do with this
Hi,
This is the error I am receiving when I am trying to start ADFS services.
The Federation Service configuration could not be loaded correctly from the AD FS configuration database.
Additional Data
Error:
A TCP error (10013: An attempt was made to access a socket in a way forbidden by its access permissions) occurred while listening on IP Endpoint=0.0.0.0:443.
Thanks
Prashant