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Security Matrix CRM how to find Security Roles assigned to the user Using SQL Query

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The below SQL query is useful to find the Security Roles assigned to the users from database in SQL Server.


SELECT
dbo.RoleBase.Name AS RoleName, dbo.SystemUserBase.FullName, dbo.TeamBase.Name AS TeamName
FROM
dbo.SystemUserBase INNER JOIN
dbo.SystemUserRoles ON dbo.SystemUserBase.SystemUserId = dbo.SystemUserRoles.SystemUserId INNER JOIN
dbo.RoleBase ON dbo.SystemUserRoles.RoleId = dbo.RoleBase.RoleId INNER JOIN dbo.TeamRoles ON dbo.RoleBase.RoleId = dbo.TeamRoles.RoleId INNER JOIN
dbo.TeamBase ON dbo.TeamRoles.TeamId = dbo.TeamBase.TeamId


CRM 2016, JavaScript, using soap to RetrieveEntityMetadata of an entity with new Customer type (new_mycustomer) returns 500 (Found an integer attribute with unrecognised format: new_mycustomeridtype)

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Hi,

CRM 2016 Sp1, I am using XrmServiceToolkit to RetrieveEntityMetadata for a custom entity which includes the new Customer field (my_customer). The function returns with the status 500 and error message:

Found an integer attribute with unrecognised format: new_mycustomeridtype

The same code works for any other entity as long as it does not contain the new Customer field.

Using new Web API works without any issues.

Is this a bug or do I need to make any changes?

Note: I have to use soap as the product I work on need to be compatible with 2013, 2015, and 2016

Thank you for any assistance,

Mehrdad

Dynamics CRM non-profit

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I have read on the internet that there is a non-profit version/module.  Can someone please advise where or how I can this.  I have download the trial version of crm for 30 days

thanks for your assistance

How can I export data to a csv file?

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Hello, I'm working on a project that require data to be exported from the crm to a csv file. This process should be executed whenever a new record is created or an existing record has a status change (custom entity).

Using Campaign as an example: If a new Campaign is created or an existing Campaign status change from active to inactive I would need a new csv file of all of the active Campaigns. 

I was thinking that I would save a view in dynamic crm and in a c# plugin that I am creating call that view and export the results to csv. However, I am new to crm and not sure if this is even possible. Is it? If it is what steps (pseudo code) would I take in the plug in to accomplish this?  Is there a a better way? Any help would be appreciated, thanks! 

Can't create Charts off of Notes???

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There doesn't seem to be a option to create a chart off of Notes.  Furthermore there is a Dashboard area under Notes but no options? 

I'd like to create a chart to add to a Dashboard where it shows the amount of notes entered by users.  I guess this can't be done?

Can Fields be in Bold instead of their values?

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Is there any way to make the fields BOLD instead of the values on the form?  This is in 2016

CRM Appointment reminders through the outlook client are popping too early

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Hi,


We are running Dynamics CRM 2015 On-Premise with the Outlook client for CRM on Outlook 2016 with our exchange server on-premise also on-premise.

When appointments are either created in CRM and synchronized to Outlook or vice versa, the reminder time ie 15mins before start doesnt seem to apply correctly. Instead we will get reminders days or even weeks ahead of time. These reminders cant be snoozed or dismissed as the next time CRM and Outlook synchronize it seems to forget what we selected and the reminder will pop up again which as per our settings is every 15mins.

Does anyone have any suggestions as to why this is happening?

Cheers

Scott

CRM USD issue: closed event happens before variable is updated

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This error happens when a new form is opened.

I created a new Windows Navigation Rule that opens the parent account of the conttact in the onload event of the contact.

The forms of the contact and the account are opened well but in the left top panel lost the information of the contact, i have:

Contact Name: [[contact.fullname]x]

Before the account form is opened the information of the contact is ok.

Could you help me ?

Thnak you


Filtering sub grid base on lookup - javascript

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HI,

I have a lead from. Lead form has a field name customer(which is account entity). Account has a relationship with custom entity- Project.

Now  i have a grid on lead form of project entity. Based on customer lookup, i need to filter the grid.

For which i have wrote a code java script but it is not working as expected.

P.S. Crm version 2016 update 1.

Code snippet:

function filterProjectGridOnCustomer()
{
debugger;
//var grid =Xrm.Page.ui.controls.get('PastProjects').control;
var grid =window.parent.document.getElementById('PastProjects');
//var grid=Xrm.Page.ui.controls.get('PastProjects');
var Grid=Xrm.Page.getControl('PastProjects');
Grid=Grid.getGrid();

var lookupfield = new Array;

//Get the lookup field

lookupfield = Xrm.Page.getAttribute('customerid').getValue();

if (lookupfield != null) {

var lookupid = lookupfield[0].id;


}
else {return;}

if (grid ==null){
/*This statement is used to wait for 2 seconds and recall the function until the grid is loaded.*/
setTimeout('filterProjectGridOnCustomer()', 2000);
return;
}


var fetchXMl = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>";
fetchXMl +="<entity name='msdyn_project'>";
fetchXMl +="<attribute name='msdyn_projectid' />";
fetchXMl +="<attribute name='msdyn_subject' />";
fetchXMl +="<attribute name='new_totalprojectcostcr' />";
fetchXMl +="<attribute name='new_outstandingamountcr' />";
fetchXMl +="<attribute name='new_location' />";
fetchXMl +="<attribute name='new_invoicecollectedcr' />";
fetchXMl +="<attribute name='new_invoicebilledcr' />";
fetchXMl +="<link-entity name='account' from='accountid' to='msdyn_customer' alias='ad'>";
fetchXMl +="<filter type='and'>";
fetchXMl +="<condition attribute='accountid' operator='eq' uiname=' ' uitype='account' value='"+lookupid +"' />";
fetchXMl +="</filter>";
fetchXMl +="</link-entity>";
fetchXMl +="</entity>";
fetchXMl +="</fetch>";


grid.control.SetParameter("fetchXml", fetchXMl );
grid.control.refresh();

}

How to achieve Upsert operation by using Primary Key(ID) in Dynamics CRM 2016

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Hi All,

I have achieved UPSERT operation by using alternate keys and now i want to  do UPSERT operation by using Primary Key(ID).

Does any one know how to use Primary Key(ID) with UpsertRequest in Dynamics CRM 2016.

Thanks,

Amol Shinde.

Add custom tile in nav bar of main form in CRM 2013

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Hi,

Before a year ago, I have migrated from CRM 4.0 to 2013 and using migrated form instead of Main form. At that time we have added common tiles in Contact entity for same entity (e.g. Activities & Closed Activities). Now we are moving to Main form which is provided by CRM itself and we facing issue to add new tile for Closed Activities.

Is there any way to add custom tile for same entity?

Thanks In Advance!

Dynamics CRM 2016 On-Prem Workflow Not Working

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Hi All,

On our Dynamics CRM 2016 On-Prem instance, none of the workflows work. Each time we get the following error "The userID associated with the current record is not valid"

Unhandled Exception: Microsoft.Crm.CrmException: The user Id(s) [e8b81f7b-870b-441a-b525-9e5b9d2b414a] is invalid.
   at Microsoft.Crm.BusinessEntities.SecurityLibrary.GetPrivilegedUserCallerAndBusinessGuidsFromThread(WindowsIdentity identity, IOrganizationContext context)
   at Microsoft.Crm.BusinessEntities.SecurityLibrary.GetCallerAndBusinessGuidsFromThread(WindowsIdentity identity, Guid organizationId, LocatorServiceContext locatorServiceContext)
   at Microsoft.Crm.Extensibility.InternalSdkContextInitializer.SetHttpContext(WindowsIdentity windowsIdentity, Guid organizationId, Guid callerId)
   at Microsoft.Crm.Extensibility.InprocessServiceProxy.RetrieveCore(String entityName, Guid id, ColumnSet columnSet)
   at Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy.Retrieve(String entityName, Guid id, ColumnSet columnSet)
   at Microsoft.Crm.Workflow.WorkflowLoader.LoadWorkflow(Guid workflowActivationId, IOrganizationContext context)
   at Microsoft.Crm.Caching.WorkflowActivationCacheLoader.LoadCacheData(Guid key, IOrganizationContext context)
   at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.CreateEntry(TKey key, IOrganizationContext context)
   at Microsoft.Crm.Caching.CrmMultiOrgCache`2.CreateAndAddEntryCallback(String itemkey, TValue value, IOrganizationContext context, Object parameter)
   at Microsoft.Crm.CrmCache`1.AddEntry(String key, TValue value, IOrganizationContext context, AddEntryCallback`1 callback, Object callbackParameter)
   at Microsoft.Crm.Caching.CrmMultiOrgCache`2.CreateAndAddEntryWithLock(TKey key, IOrganizationContext context)
   at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.LookupEntry(TKey key, IOrganizationContext context)
   at Microsoft.Crm.Workflow.ActivityHostBase.StartWorkflow(ICommonWorkflowContext context)


After investigating this particular Id belongs to the System user.

I am logged in nd running the workflow as System Admin.

Any help will be appreciated.

How to use a pşlug in in crm 2015

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Hi,

I wrote a plugin that will do some action. I registered it. Up to this point everythind is fine. How can i use this plug in in my crm 2015 form. How cai it recognize my page entity etc.? Can anyone help me please?

Security Role changes not reflecting after refreshing the form

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Hi All,

I have created role based forms and when i am changing role to another i need to see different form on the basis of new role assigned, so for reflecting this i am refreshing the form once role changed but getting the old form which is associated to another.

when i am clearing the cache +  closing the browser + re logging in to the organization then i am getting reflected changes.

Solution Configuration Page

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Hi,

In solution configuration, We can add web resource page so than show the company logo related info.

My Question is, Can we use this as product registration page like in other technology user will install application than register or pass the some Key than application will works.

Same kind of things can be achieve in ms crm. 

1. I have one product for ex. inventory system of managed solution and sale to one company .

2. Whenever they install my solution should to register or some kind of comes to me than I will approve.

because when I am my product user can pass this to other .

Basically I want to add restrict mechanism so that I will sale in good form.

Thanks


Create new contact form showing record not available

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Hi there,

when i open create new contact form in crm then its showing record not available or you haven't permission to access this but i have all permissions the possible issue can be i created two forms for contact entity and deleted one of them after that the error being displayed and same error when i click on existing contact in contact report/view

here is screen shots what the exact issue is

.

Not able to Connect to CRM Online using VS SSDT

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Hi,

I am trying to connect to CRM online using SQL server data tools. I have a RDL file in which I need to make changes. I have tried below connection strings:

1. https://orgName.crm.dynamics.com and credentials

2. https://orgName.crm.dynamics.com;uniquename and credentials

3. https://disco.crm.dynamics.com;uniquename and credentials

But each time I am getting error that connection cannot be established and I should check my connection string and credentials. There are total 3 organizations (dev, uat and prod) and I am trying to connect to prod.

Change display name in a view

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Hi,

I am trying to change the "account" name of the column to "reseller" in the view "Won Opportunities".

I have tried changing the label in the "opportunity" form but that only changes it when I am creating a new opportunity.

I tried changing the value with JavaScript (Xrm.Page.ui.controls.get(parentaccountid).setLabel("Reseller");) but I only know how to run it when it's loading the new opportunity form.

I think that essentially it's this "display name" that has to be changed but CRM won't allow me to do it.

Any further ideas on how to achieve this goal please?

Kind regards

Unable to change values for Opportunity "Two Options" fields

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I am trying to change the value options of selected fields from "complete" / "mark complete" to something a bit more elegant but after saving and publishing customizations, the value options always return to "complete" / "mark complete". No error message is given and the save and publish processes appear to progress to completion.

The specific fields I am trying to do this for include

  • Identify Customer Contacts
  • Decision Maker
  • Identify Competitors
  • Present Final Proposal

I have tried this the default solution and in my unmanaged solution.

Any ideas why I might not be able to change these options?

Thanks

David

How to diable lookup field from html web resource using javascript in ms crm 2015

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Hi,

I have a form and a custom html web resource.

In this form a have a lookup field. From the html web resource i wanto to disable the lookup field. Itried lots of thins , but none could solve my problem. I used codes like 

window.parent.opener.Xrm.Page.getAttribute("new_markalar").prop("disable", true)

window.parent.opener.Xrm.Page.getAttribute("new_magaza").setDisabled(true);

 crmForm.all.new_magaza.disabled = 'true';

How can i disaple the lookup field. Can anyone help me please?

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