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

Async Post Update Plugin for realtime export of the records

$
0
0

Hello!

We are using a realtime export of the record in our Dynamics CRM in order to be synchronized with another interface. Is there any danger in simultaneous editions  when registering a Post Update Plugin in Async Mode?

What I had in mind is if for example two async update requests happen, will they be still executed in the correct order? Or if the first request is still waiting for any reason could it possibly lead to the wrong data synchronization?

Thank you for any ideas and hints!


Error when importing Accounts to Accounts level

$
0
0

Hi Guys,

I am trying to update a bunch of Account records in CRM Dynamics. I have downloaded a static list, made my edits and want to load it back in. When I do this I get the below error. Can anyone help me with this error please?

CRM 365: PowerObjects Web form to feed back data into CRM

$
0
0

Hi All

I would like to know if the functionality I am looking for can be done please.

Existing Functionality:

I am using PowerWebForm which I send in an email to my contacts for various purposes.

When the contact fill up the form, it will create new contact records in CRM.

Required Functionality:

When I send out a form to an existing contact to get their updated information, I would like that info to be feeded back to CRM. But at the moment PowebWebForm is not allowing me to do an update action in CRM as it thinks it is a duplicate record (or probably it can do only create action)

Can anyone help me in this please?

Thanks

Bab

Add JavaScript to existing button (Ribbon WorkBench 2016)

$
0
0

Hello Everyone,

I'm new to ribbon workbench. 

when a user clicks on +new button then it should call my JavaScript.

I have installed Ribbon Workbench 2016.

I Selected Form ribbon, on new button I added new command, called my Js file and published it. 

I'm still not able to trigger my JavaScript file.

please help me to fix this issue.

Thanks in Advance.

MS CRM Toolkit 0.6.3.34173 Connection Issue

$
0
0

Hi,

I am using CRM toolkit version 0.6.3.xxx, When I am trying to test connection I am getting below error:

Error:Metadata contains a reference that cannot be resolved: 'xxxxxxxx.crm4.dynamics.com/.../Organization.svc'.
There is an error in XML document (1, 1298).

 

how can I debug the code, I have latest SDK.

 

Thanks

 

Data import into custom entity

$
0
0

Hi there,

I'm using MSD crm 8.2 online version, when I try to import data into a custom entity, importing is not successful. System not showing failed messages under failed section, but final status is fail.

when I check System Jobs section, it is showing some error message. please check below
Unhandled Exception: System.FormatException: Input string was not in a correct format.
at System.Number.StringToNumber(String str, NumberStyles options, NumberBuffer& number, NumberFormatInfo info, Boolean parseDecimal)
at System.Number.ParseDecimal(String value, NumberStyles options, NumberFormatInfo numfmt)
at Microsoft.Crm.Spreadsheet.ExcelRow.ValidateChecksum()
at Microsoft.Crm.Asynchronous.ImportOperationParse.ProcessRowsForExcel(String importExcel, Entity importFile, Int64& rowNumber, Int64 originalDataRowNumber, Guid organizationId)
at Microsoft.Crm.Asynchronous.ImportOperationParse.PopulateParseTableForExcel(Guid organizationId, Entity importFile)
at Microsoft.Crm.Asynchronous.ImportOperationParse.ExecuteImportOperation(Guid organizationId, Guid importId, Int32 operationType)
at Microsoft.Crm.Asynchronous.ImportOperation.InternalExecute(AsyncEvent asyncEvent)


Please suggest.

 

Dynamics CRM Outlook / Datafields in Quick-Campaign

$
0
0

I wonder if it´s possible to name datafields that are selected (by default) when choosing them as fields for the Email-(Word)-Template.

Fo example we created a custom-salutation-field that should be used and for that reason selected by default within the Datafields in the quick-campaign.

Hope someone could help me with this.

Kind regards

Martin

Portal - Rendering the wrong template

$
0
0

Hello everyone, 

Only recently I started to work with Portals and I would really appreciate your help!

Here my Issue:

I have created 2 Web Pages that have the same parent web link:

- customer/active-customer;

- customer/prospect-customer;

Both are using different custom templates where I am deciding which is the right entity list to display, actually the templates have almost the same content and the only difference is the key value of entity list that they should call.

Somehow, both of my pages are using only one of the templates, I have checked the pages properties and I am sure that the template names used are correct.

Template1

   {% fetchxml webroleList %}
  <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
  <entity name="adx_webrole">
    <attribute name="adx_webroleid" />
    <attribute name="adx_name" />
    <order attribute="adx_name" descending="false" />
     <link-entity name="adx_webrole_contact" from="adx_webroleid" to="adx_webroleid" visible="false" intersect="true">
      <link-entity name="contact" from="contactid" to="contactid" alias="ab">
        <filter type="and">
          <condition attribute="contactid" operator="eq" value="{{user.id}}" />
        </filter>
      </link-entity>
    </link-entity>
  </entity>
</fetch>
  {% endfetchxml %}
   {% for item in webroleList.results.entities %}      
        {% if item.adx_name == 'Role1' %}  
        {% include "entity_list" key:"Partial-ActiveCustomer-List" %}
        {% endif %}
        {% if item.adx_name == 'Role2' or item.adx_name == 'Role3' or item.adx_name == 'Role3' %}  
        {% include "entity_list" key:"Full-ActiveCustomer-List" %}
        {% endif %}   
    {% endfor -%}

Template2

   {% fetchxml webroleList %}
  <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
  <entity name="adx_webrole">
    <attribute name="adx_webroleid" />
    <attribute name="adx_name" />
    <order attribute="adx_name" descending="false" />
     <link-entity name="adx_webrole_contact" from="adx_webroleid" to="adx_webroleid" visible="false" intersect="true">
      <link-entity name="contact" from="contactid" to="contactid" alias="ab">
        <filter type="and">
          <condition attribute="contactid" operator="eq" value="{{user.id}}" />
        </filter>
      </link-entity>
    </link-entity>
  </entity>
</fetch>
  {% endfetchxml %}
   {% for item in webroleList.results.entities %}      
        {% if item.adx_name == 'Role1' %}  
        {% include "entity_list" key:"Partial-ProscpectCustomer-List" %}
        {% endif %}
        {% if item.adx_name == 'Role2' or item.adx_name == 'Role3' or item.adx_name == 'Role3' %}  
        {% include "entity_list" key:"Full-ProscpectCustomer-List" %}
        {% endif %}   
    {% endfor -%}

 

Note:

Something maybe worth to mention is the fact that all the entity lists belong to the same CRM entity.

The template was working when I had only one, but customer wanted to divide further the list  and the result in different pages and switch from 2 to 4 entity list & from 1 to 2 web pages.

Many thanks in advance!


Custom entity lookups not populating on Save & Close in Unified Interface

$
0
0

I have a custom entity lookup on an Opportunity form. Users should never add an existing record in this lookup. The error is that clicking the "+ New" button on the lookup, creating a new record, and clicking "Save & Close" does not automatically populate the Opportunity's lookup field in Unified Interface. After returning to the Opportunity form, I can search for the record I just created and add it.

When I open the same form in the standard web interface, I can create a new record, save & close, and see the new record populated in the Opportunity form lookup, which leads me to believe this is an issue with Unified Interface. This happens when adding a new record to any custom entity lookup through Unified Interface. Native entities do not have this problem. For example, on the Opportunity form in Unified Interface I can add a new record to the Contact lookup.

Quick Search is not working

$
0
0

Hello Community,

I am facing an odd issue. A user has claim that a product lookup does not return a value when he applied a search in this lookup.

I have tested the same search in the test environment and I got the following error msg : "There are more search results than can be displayed. Try adding more search terms (such as last name) to narrow your search results."

which is normal due to the number of results returned by the search term. MeanWhile, in the prod environment the same search term does not return any error msg or results. 

I wonder why the error msg is not displayed? 

Chart in Dynamics 365 Portal page is not filtering based on current logged in user

$
0
0

I am running Dynamics 365 Customer Self-Service Portal (v8.3.3.153) for CRM Online, and I'm having trouble getting a chart to display the correct data based on the currently logged-in user. I set up a pie chart for cases and added that to the Support Home page which also has an entity list control to display cases based on different view selections. So for example, if I am viewing open cases in the entity list, that is filtered by my currently logged in user so I have 5 cases, but the chart shows all open cases for all contacts (300+) when using the same view for the chart as for the entity list. In my support home page I added Liquid code like this:

{% chart id:"F1F23F44-4C37-E811-811F-E0071B6AA291" viewid:"9F9AA5DC-A537-E511-947E-00155D038C01" %}


I tried the suggested view filter configuration based on the article here: https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-list/enhanced-crm-view-filtering/, but that just resulted in me seeing no data in the chart, it seems that the portal page didn't automatically switch out the contact guid.

Is there any way to configure a chart to reflect the same filtering based on contact and/or parent account as can be done with the entity lists?

Unable to populate value on text field when record is assigned to other user via assign button.

$
0
0

Written java script function to populate value on text field with Owner Full Name when record is assigned to other user via assign button. Assign button command is updated to trigger java script function when record is assigned to other user.

Excel Import Leads "Do not allow Bulk Emails" is not set

$
0
0

Hello all,

I'm trying to import a file with several Leads, everything is well, but when i try to set the option "Do not allow Bulk Emails" to "Allow", in the CRM it still "Do Not Allow".

The field on the form is not locked and i can change it by hand.

CRM Version:

8.2.2 - On Premise

Could you please give me a hint to how to resolve it?

Thank you in advance.

RR

CRM breaking around 3:30am every night. Please help!

$
0
0

I am having issues with our CRM on premise going down at the same time everyday.  I have reviewed the Event logs on all 3 of our CRM servers (crmadfs, crm, CRMSQL) and nothing looks out of the ordinary as far as I can tell.  I have also looked at the SQL logs and found nothing that jumps out at me.  Would someone be willing to help and give me some other areas to look for issues?  Please let me know if you need anything from me to help you better understand what's going on.  I have included a few of the logs below.  The outage normally lasts about an hour.  What's throwing me off is that these events I'm getting don't stop when the CRM comes back up.  So I'm just lost at this point.  Please help!

Microsoft Dynamics 2016 

(8.1.0.359) (DB 8.1.0.359)

EVENT ID's I'm getting on CRM server close to down time:  26234 MSCRMEmail, Lots of 17415 MSCRMAsyncService, 1309 ASP .NET 4.0.30319.0, Lots of 24066 MSCRMPlatform

EVENT ID's I'm getting on CRMSQL server close to down time:  1202 SceCli, 4098 Group Policy Services

EVENT ID's I'm getting on CRMADFS server close to down time:  Lots of 17137 MSSQL$MICROSOFT##WID, 1202 SceCli, 64 CertificateServicesClient-AutoEnrollment

MSCRMPlatform Warning in MSCRM 2016 on premise Event Id :17972

$
0
0

In the event viewer am getting this warning frequently MSCRMPlatform source with Event ID 17972.

"Query execution time of 28.6 seconds exceeded the threshold of 10 seconds. Thread: 16; Database: XKP_MSCRM; Server:CRM-2016-SQL-W\CRM2016X; Query: p_RetrievePosts."

Please help me to solve this warning permanently.Can anybody explain why am getting this warning?


How do I add a FILTER to ONE of my Chart Y-Axis data

$
0
0

Hi,

I have been trying to figure out how to add a filter to just ONE of the Y-Axis in my chart to show only user owned records. Every time I apply the filter to the XML it either applies it to both Y-Axis filters or gives me an error in my XML. Can someone please help me understand where to put this filter in the following XML? 

Trying to add to either of the Y Axis':

<filter type="and">
<condition attribute="ownerid" operator="eq-userid" />
</filter>

Current XML:

<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="opportunity">
<attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" dategrouping="month" name="hisol_funded" />
<attribute alias="_CRMAutoGen_aggregate_column_Num_0" name="hisol_newloantotallawufmip" aggregate="sum" />
<attribute alias="_CRMAutoGen_aggregate_column_Num_14" name="hisol_newloantotallawufmip" aggregate="sum" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="_CRMAutoGen_groupby_column_Num_0">
<measurecollection>
<measure alias="_CRMAutoGen_aggregate_column_Num_0" />
</measurecollection>
<measurecollection>
<measure alias="_CRMAutoGen_aggregate_column_Num_14" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>

UserPrivilegeError when trying to sync Appointments, Contacts and Tasks for a specific mailbox

$
0
0

My client uses Server Side-Sync for their organization and it's been working right for most of their users. We have encountered a problem though with one of their customer service reps mailbox. We have applied the Default Email Settings to all users, we approved mailboxes, we test and enable and only this user's mailbox shows a Failure status error when trying to sync Appointments, Contacts and Tasks. It's working fine for Incoming and Outgoing emails. The error is the following: 

An internal Microsoft Dynamics 365 error occurred while synchronizing appointments, contacts, and tasks for the mailbox XXXX. The mailbox didn't synchronize. The owner of the associated email server profile Microsoft Exchange Online has been notified.
Email Server Error Code: UserPrivilegeError Learn More
We found out that the error was linked to the Security Role. When we changed the Security Role Mailbox entity permission to Business Unit privilege and we Test and Enable the mailbox again, we would get a Success status. But we don't want to grant Business Unit privileges to the customer service rep security role and we don't understand why is this user the only one with issues. He doesn't have a team license either. Is there anything specific we would need to look into?
Thanks!

Data Import in Dynamics CRM

$
0
0

Hi, I have certain issues regarding data import. Please see below

1.  I am migrating 900 leads from other system to CRM. The records are present in an excel. My CRM has already 500 leads out of the 900 in excel. These 500 should be updated and the rest 400 should be created. I know how to import fresh records. How do I update those 400 leads in CRM ?

2.  The leads are associated with more than 1 Marketing Lists. The marketing lists as well as leads both are present in CRM. How do I associate the leads with their marketing lists ? There are 900 lead records

Please help

Arabic Language pack not found for CRM 2016 on-premise

404 Error - CRMWeb files amended

$
0
0

One of my development team tried to fix a bug they were having by adding some dlls to the CRMWeb folder.

This caused all of the Orgs on that UAT server to present with a 404 error. He backtracked the changes and the error persists.

We have tried IISresets, server restarts, Used files from the backup/snapshot from few days previous, deployment manager disable/enable for orgs, service restarts.

The server is IFD and on trying to access I get the login prompt. Upon completion I get the 404 error.

Have tried Fiddler and checked Event Viewer but can't find any more info to go off.

I have also side by side cross checked file size and version numbers of the dlls in that folder against the previously working snapshot.

The next thing I was going to try was to go through the IFD setup again see if a connection/setting has been messed up and needs resetting.

Any other thoughts appreciated

Viewing all 46379 articles
Browse latest View live


<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>