Plugin: Obtaining information from related entity

October 14, 2016, 8:00 am

≫ Next: Exchange Rate issue in a Rollup Field

Hi experts - I am writing a plugin. We have a 1:N relationship between contract (one) to contract change (many)

Scenario: on create of a contract change I need to get information from the related contract in order to populate a field on the contract change.

As I am writing my first plugin I'm unsure how to proceed. How do I get a reference to the related contract entity so that I might obtain the value of the "documenturl" attribute on the contract entity?

All the samples I'm finding via google are creating the "N" side of the relationship whereas I am trying to obtain reference to the 1: side of the relationship.

Any guidance would be greatly appreciated.

Diane

↧

Exchange Rate issue in a Rollup Field

October 14, 2016, 8:31 am

≫ Next: Hierarchy Security Model query

≪ Previous: Plugin: Obtaining information from related entity

Hi All,

We've recently updated our Exchange Rates (which by the way, we set up to change all historical records, instead of the standard CRM rule to preserve the past records). So far so good.

What is weird is that in one of our Rollup Fields we have under the Contract Entity, that sums up all related products, is having a weird behavior. It only happens with one Currency (USD), although we have (and changed the exchange rate of) 5 different currencies.

Sometimes, the Rollup Field behaves normally. It means that if I add a product line of 1 USD, then the Rollup Field will be 1 USD. However, other times if I add a product of 1 USD, the Rollup is becoming 1.04 USD. So it is always multiplying by X 1.04. What is nonsense to me is that, in these cases, both the Contract and the Products are in USD.

Does anyone has ever had anything similiar? My guess is that the exchange rate has some relation with it, because it is happening since we updated them.

Thanks

↧

Hierarchy Security Model query

October 14, 2016, 8:38 am

≫ Next: How can I send and automatic email for Invoice reminder

≪ Previous: Exchange Rate issue in a Rollup Field

Hi,

I have set up an Account record with several child Account records. I can view the visual hierarchical model, but no other users can.

Is there a security role around this? I'm a system admin and the other users have normal sales security roles.

Thanks.

↧

How can I send and automatic email for Invoice reminder

October 14, 2016, 9:15 am

≫ Next: Dynamics CRM Online / Product in a container

≪ Previous: Hierarchy Security Model query

Dear all,

When we are sending invoice to our customers, we define in the invoice a due date. Actually when the due date is expired we send to our customers through a specific mail box a first reminder. Then after a certain more delay we send a second reminder. We do this manually actually and we would like to automise this task in an efficient manner.

In order to that our scenario is as follow :

When the invoice is created, then we need to start a background process which will do the following :

- if the invoice due date is passed by 5 days, then we send a first email reminder to the contact person inside the invoice

- The content of the email should list the details of the invoice like : INV Nubmer, list of product, due date

How can I automise this process ?

Step by step guide will help alot

regards

serge

↧

Dynamics CRM Online / Product in a container

October 14, 2016, 9:17 am

≫ Next: Is our old CRM System recoverable?

≪ Previous: How can I send and automatic email for Invoice reminder

Hey,

I need some help on a Dynamics CRM demand from a client.

We need to "group" products in a kind of "container" in opportunity and quote.

Something like that :

In my Opportunity or quote :

My first container

Opportunity product 1
pportunity product 2

My second container

Opportunity product 3
Opportunity product 4
...
...

We can't use bundles in our scenario.

I am thinking of create a "container" custom entity with product inside. Then, attach container to my opportunity / quote but it seems bad...

Do you have another idea ? Am I going totally wrong ?

Thank you in advance.

↧

Is our old CRM System recoverable?

October 14, 2016, 9:28 am

≫ Next: CRM 2016 Authentication using Xrm.Tooling.Connector

≪ Previous: Dynamics CRM Online / Product in a container

We had a CRM designed for our shareholder services back in 2012. We had utilized the CRM up until December, 2015. Unfortunately we had an employee abruptly depart the company. When we inquired about the system, we were told the CRM system is no longer available since Microsoft updated their platform. We were further told that Microsoft could not recover the system since they changed the platform. Can you please explain why the system is not recoverable since it was only inactive from January - March, 2016? We are a small business that spent thousands of dollars to have the system designed and now the system has magically disappeared since Microsoft changed the platform. Any assistance or support you can provide would be greatly appreciated.

Thank you,

Michele

↧

CRM 2016 Authentication using Xrm.Tooling.Connector

October 14, 2016, 9:40 am

≫ Next: Auto-Numbering Account Entities on Import

≪ Previous: Is our old CRM System recoverable?

I am trying to connect CRM using Microsoft.Xrm.Tooling.Connector below is my code. it failed on first step only.

I am trying to connect on-prem version of CRM 2016

CrmServiceClient CrmSvc = new CrmServiceClient("AuthType=AD;Url=https://<<ServerName>>/<<ORG_Name>>; Domain=<<Domain>>; Username=<<username>>; Password=<<password>>");

Above code throw below error message.

{"Could not load file or assembly 'Microsoft.IdentityModel.Clients.ActiveDirectory, Version=2.18.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The system cannot find the file specified.":"Microsoft.IdentityModel.Clients.ActiveDirectory, Version=2.18.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"}

I have already Microsoft (windows identity foundation) installed 
https://www.microsoft.com/en-us/download/details.aspx?id=17331

↧

Auto-Numbering Account Entities on Import

October 14, 2016, 2:25 pm

≫ Next: CRM Online Federation without Username prompt

≪ Previous: CRM 2016 Authentication using Xrm.Tooling.Connector

Is there a way to have auto-numbering for the Account entity while using the standard import tool? I currently have a plugin to do this, but as you can see from the code below, it gets VERY inefficient as the number of accounts increases. What it's basically doing is searching through all the accounts to find the maximum number and incrementing it by 1 - the problem is that it's searching through the entire list after every new account is added.

var maxNumber = 1;
foreach(var account in accounts)
{
   int j;
   if(int.TryParse(account.AccountNumber, out j))
   {
      if(maxNumber < j)
      {
         maxNumber = j;
      }
   }
}
Target.AccountNumber = (maxNumber + 1).ToString();
ArsOrganizationContext.SaveChanges();

I see that there are paid versions available but I was looking for non-paid solutions. Currently using Dynamics Online 2016 Update 1.

↧

CRM Online Federation without Username prompt

October 14, 2016, 3:10 pm

≫ Next: API / SDK for CRM Project Service

≪ Previous: Auto-Numbering Account Entities on Import

I was hoping someone could advise if it is possible in a federated CRM Online setup to NOT require an end user (internal network connected) to enter their username at the CRM Online login page before being redirected to AD FS for authentication i.e. the user clicks on a saved/published CRM Online link and is automatically logged on.

I found the following blog, https://blogs.msdn.microsoft.com/girishr/2012/09/05/dynamics-crm-identity-federation-demo-setup/ , which mentions this is possible but this does not work, this is an old post using AD FS 2.0 and a previous version of CRM Online. The specific quote in the blog I am looking to achieve is "You can also create single sign-on URL that allows users to login to CRM directly without even entering the username. This is done by appending the CRM URL with whr query string: https://crmpmg0.crm.dynamics.com/?whr=http://crmofeddc.crmpmg.com/adfs/services/trust"

↧

API / SDK for CRM Project Service

October 14, 2016, 8:23 pm

≫ Next: Odata issue with CRM Portal Add-on / Adxstudio v8.x

≪ Previous: CRM Online Federation without Username prompt

Hello,

I am looking to develop a small module that will integrate with CRM Project Service. I searched everything and cannot find any web services references / API / documentation.

Can you please point me to the right location? Are there any samples / sample code?

Thank you in advance!

Anton Kravtsov

↧

Odata issue with CRM Portal Add-on / Adxstudio v8.x

October 14, 2016, 10:31 pm

≫ Next: CRM 2016 and C# in WCF Services

≪ Previous: API / SDK for CRM Project Service

When trying to fetch the data from CRM (accounts) to CRM portal add-on web pages using Odata, we are getting below error -

<m:error xmlns:m="http://schemas.microsoft.com/ado/2007/08/dataservices/metadata">

<m:code/>

<m:message xml:lang="en-US">An error has occurred.</m:message>

</m:error>

Does Odata still applicable in latest portal add-on version.

↧

CRM 2016 and C# in WCF Services

October 15, 2016, 2:42 am

≫ Next: How can i insert datetimeoffset into date and time data type field in CRM

≪ Previous: Odata issue with CRM Portal Add-on / Adxstudio v8.x

Hello everyone.

I'm want WCF services that uses CRM 2011, to use CRM 2016. Entities will changed.

I've never worked with CRM. Newbie fully.

I review source code WCF Services, and there are a lot of Fetch query, few QueryExpresions, and some SQL queries to CRM SQL Server for performance issues.

The source code is difficult, legacy and not follow good patterns and practices.

WCF (hosting) services can be in .NET 4.6.1, and other assemblies that use CRM 2016 (eg Workflows activities, etc., and their dependencies) must be .NET 4.5.2.

In more than 600 Github repositories related to CRM and C #
github.com/search;q=crm&type=Repositories&utf8=%E2%9C%93

"Tools" like XrmToolBox and associated plugins is recommended, and many more tools crmlinks.wordpress.com

But tools are about CRM product as such.

I need helpers, extensions methods, good patterns and practices for work with CRM using C# Wcf Services or Console app (with CRM SDK, or service reference to Organization.svc).

Any suggestions ? Thanks in advanced.

↧

How can i insert datetimeoffset into date and time data type field in CRM

October 15, 2016, 4:31 am

≫ Next: CRM 2016 unknown error

≪ Previous: CRM 2016 and C# in WCF Services

I want to to insert date time offset data in a field having date and time data type in CRM entity,
Please guide me about this.

↧

CRM 2016 unknown error

October 15, 2016, 4:32 am

≫ Next: CRM 2016 - Unified Service Desk - Multiple Pages

≪ Previous: How can i insert datetimeoffset into date and time data type field in CRM

********************* Help is urgently needed ****************

I work in a big retail company here in Saudi Arabia and been given the task of evaluating on premise implementation of MS Dynamics CRM 2016 for the purpose of introducing it as a Development Environment for some of our own in-house process automation and different Line of business modules.

I did setup the environment using virtualization with VMWare 12. The PC I'm using is a high spec pc with 16 GB RAM, i7 @ 4 GHZ, 2TB hdd.

The setup included two VMs

VM1 : Domain Controller running Windows server 2012 R2 with Exchange Server 2013 role

VM2 : Member Server running Windows server 2016 with SQLServer 2016 and CRM 2016 roles.

After all is done and when trying to open CRM web site, I get the following message that is totally not understood message.

An error has occurred.

Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.

Microsoft.Crm.CrmException: Request not supported: RetrieveMultiple at Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal() at Microsoft.Crm.Application.Platform.ServiceCommands.RetrieveMultipleCommand.Execute() at Microsoft.Crm.Application.Caching.CustomResourceLoader.GetCustomResources(IOrganizationContext context, Int32 cacheKey) at Microsoft.Crm.Application.Caching.CustomResourceLoader.LoadCacheData(Int32 key, IOrganizationContext context) at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.LookupEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Application.ResourceManager.CustomResourceManager.TryGetCustomString(String name, CultureInfo culture, IOrganizationContext context) at Microsoft.Crm.Application.ResourceManager.CustomResourceManager.TryGetCultureString(String name, CultureInfo culture, IOrganizationContext context) at Microsoft.Crm.Application.ResourceManager.BasicResourceManager.GetCultureString(String name, CultureInfo culture, IOrganizationContext context) at Microsoft.Crm.Web.GlobalBase.BuildErrorHandlerUri(String errorHandlerPage, ErrorInformation errorInformation) at Microsoft.Crm.MainApplication.GenerateDevErrorPage(ErrorInformation errorInformation) at Microsoft.Crm.MainApplication.HandleError(ErrorInformation errorInformation) at Microsoft.Crm.MainApplication.Application_Error(Object sender, EventArgs eventArguments)

What went wrong and how can I rectify it? Please help !!!

↧

CRM 2016 - Unified Service Desk - Multiple Pages

October 15, 2016, 6:43 am

≫ Next: How to edit or update list view on dashboard using Javascript

≪ Previous: CRM 2016 unknown error

When the option "Allow Multiple Pages" in a CRM Page hosted control is selected, pages start to be openned in the same tab with the ability to switch between pages from a dropdown...but there is a problem with the multiple pages…the list of pages could end up having duplicate pages…which happens if you browse to the page multiple times…looks like USD is not capable of finding the page (with same entity type – name) and refreshing it…I also didn’t find a way to find a page and close it as we have only CloseActive and that may not be the page we are trying to reload. if anyone has a solution for this it would be greatly appreciated…’cause I’ve been looking for a while now and didn’t find anything on the subject. thanks!!

↧

How to edit or update list view on dashboard using Javascript

October 15, 2016, 7:52 am

≫ Next: Updating List View on Dashboard using Javascript

≪ Previous: CRM 2016 - Unified Service Desk - Multiple Pages

Hello All, I am working on creating custom Dashboard. My initial requirement was to create few buttons on a dashboard and clicking on respective buttons would show the view. I was able to achieve this by keeping Iframe on Dashboard at it worked fine as required. But the problem occurred when user tried to open a view which I have set in Iframe, it will only open in that particular Iframe and not in Entire page and I think it is the normal behavior. So What I thought was using List view on my dashboard component, which is also fine but I want to have the View list depending on the button clicked. When I went into Developer Tool for IE what I found out is below

<a tabindex="0" title="Dient zum Auswählen einer Ansicht." 
class="ms-crm-View-Name" id="Component2290929_SavedNewQuerySelector" 
style="text-decoration: none; position: relative;" onclick="return false;" 
href="javascript:;" gridid="Component2290929"
 currentview="{29F67FCF-B9BE-E111-8BE4-00505693000C}">
 <span class="ms-crm-View-Name ms-crm-ViewSelector-title-subGrid-lite ms-crm-TextAutoEllipsis"
 style="width: auto;" currentviewtype="1039" 
 quickfindquery="{8DF19B44-A073-40C3-9D6D-EE1355D8C4BA}" 
 userownedview="{29F67FCF-B9BE-E111-8BE4-00505693000C}"
 userselecteddefaultview="" 
 defaultsavedqueryview="{29F67FCF-B9BE-E111-8BE4-00505693000C}"
 currentview="29F67FCF-B9BE-E111-8BE4-00505693000C"> Kontakte</span>
 <span class="ms-crm-View-icon ms-crm-ViewSelector-dropdown-icon-subGrid-lite">
 <img class="ms-crm-View-icon-subGrid-lite ms-crm-ImageStrip-Dropdown_Arrow"
 alt="Dient zum Auswählen einer Ansicht." src="/_imgs/imagestrips/transparent_spacer.gif?ver=1310230233">
 </span></a>

how would I update Span class in such a way that I could show the view which is required.

Also on Developer tool I tried to update directly the view id's but the view is changing only Name i.e here "hello" would be changed to anything I want.

Could you guys please let me know your inputs

↧

Updating List View on Dashboard using Javascript

October 15, 2016, 7:55 am

≫ Next: CRM upgrade from 2011 to 2016

≪ Previous: How to edit or update list view on dashboard using Javascript

Can we update or change list view using JS. Just like using Iframe we can call the view url and show whichever view we want, same way I want to show a default list view on dashboard and then change it depending on my condition.

Is this possible has anyone tried this.

↧

CRM upgrade from 2011 to 2016

October 15, 2016, 9:59 pm

≫ Next: Advance Filter

≪ Previous: Updating List View on Dashboard using Javascript

We are planning to upgrade our CRM 2011 to CRM 2016 . Right now we have all the oraganisations and active directory configured in the CRM 2011.

Now if we upgrade it to 2016 weather we have to recreate all these things again? . And can we add new solutions to the upgraded CRM interface along with the existing Solution?

↧

Advance Filter

October 15, 2016, 10:30 pm

≫ Next: Dashboard with Sitemap (URL) which shows sitemap as well!!

≪ Previous: CRM upgrade from 2011 to 2016

is there a way from advance fine that i can get the records with no related entity record

For example i need to get all invoice that without invoice line or in field service i need to get all Work orders with no related record in Work order incident

↧