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Not able to copy security roles

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Hi there,

 I'm not able to create new security role by copying from existing security role, I do not have permission. I tried with user which is Administrator, and also with user who has System Administrator security role. 

When I try to create new security role, I'm able to perform that action without any issue, and my problem is assigning existing security roles also.

How to approach this issue ?  


Knowledge article

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Hi All,

My requirement is to change the auto number format for Knowledge article from 5 to 6 digits. I tried using the Autonumber manager from XRMToolkit but i receive the following error. And i dont see an option to change the number length in the CRM tool also (Settings>Administration>Auto-numbering>KA tab)
Can anyone help to troubleshoot this.

CRM 2015: organization migrated from 2013 to 2015 has error "Unable to load the plugin type: Microsoft.Crm.ObjectModel.AddressComputationPlugin" when we try to open by the browser

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Hello all,

I have this organization that was successfully migrated from 2013 to 2015.

However, when i open the browser and try to open CRM with that organization i get this error:

Unable to load plug-in type.

I found additional details in EventViewer:

Event code: 3005
Event message: An unhandled exception has occurred.
Event time: 7/18/2018 3:30:19 PM
Event time (UTC): 7/18/2018 2:30:19 PM
Event ID: 6a6bf6190e5a4701b30a9058e03008d2
Event sequence: 16
Event occurrence: 1
Event detail code: 0

Application information:
Application domain: /LM/W3SVC/2/ROOT-1-131763978042434979
Trust level: Full
Application Virtual Path: /
Application Path: C:\Program Files\Microsoft Dynamics CRM\CRMWeb\
Machine name: Server

Process information:
Process ID: 2788
Process name: w3wp.exe
Account name: NT AUTHORITY\NETWORK SERVICE

Exception information:
Exception type: CrmException
Exception message: Unable to load the plugin type: Microsoft.Crm.ObjectModel.AddressComputationPlugin
at Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal()
at Microsoft.Crm.Application.Platform.ServiceCommands.RetrieveCommand.Execute()
at Microsoft.Crm.Application.Controls.NavBar.GetCurrentUserProfileImageUrl()
at Microsoft.Crm.Application.Controls.NavBar.ConfigureHeader()
at Microsoft.Crm.Application.Components.UI.CrmUIControlBase.ConfigureControlInternal()
at System.Web.UI.Control.PreRenderRecursiveInternal()
at System.Web.UI.Control.PreRenderRecursiveInternal()
at System.Web.UI.Control.PreRenderRecursiveInternal()
at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

Any ideas?

Thanks in advance.

This can be done in the entity activityparty?

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I need help with this code in c #

Please

How can I delete an email template?

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How can I delete an email template?

There doesn't seem to be an option to delete or deactivate:

No option under Advanced Find either:

Insert a Picklist value into an entity

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Hi

Can someone tell me how to insert an integer value into the contact Entity. It's the value of a picklist item.
I have the value but a simple int insert doesn't seem to work.

For example

Dim iCode As Int32 = 167410008

contact("statuscode") = iCode

etc

Viewing Leads created by a team

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Anyone know how to view leads in Advance Find by leads created by a team.  When I go to created by(user) the team/teams is not an option.  Is there a work around. I have set up a team in CRM with its members, now I want to see what leads they have created.

Thanks

Update default country field based on Option Set value

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Hi, 

With data consistency in mind, I would like to automatically update the value of the country field (in Account Addresses) update automatically once the value of another field (which is a custom option-set) changes.

A simple figure below about what I am trying to achieve. 

What are the possible ways to achieve this?

I wonder why the country field is not dynamic in Dynamics already...


AsyncOperation - Direct Creation for Async Processing of SDK messages?

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I've worked with another ERP/CRM called Netsuite and one thing I remember from using their API was that you could submit API calls either Synchronously or Asynchronously.

So for instance, you could submit a bunch of 100 Create or Update requests to the server, and as the server had bandwidth, it would process those requests Asynchronously and as a consumer of the API, you could query for progress/status of the requests at a point after submitting.

With Dynamics CRM, when I make SDK/API calls using methods on an OrganizationService such as Create or Update, those are executed Synchronously. 

Is it possible to send API requests to CRM in an Asynchronous manner? I imagine sending requests in this manner would allow them to be processed on the Async server and at a lower resource cost than the direct Synchronous requests to CRM.

One thought I had was that I could craft a new instance of an AsyncOperation object and then create that, which would then handle the Asynchronous processing of a request. I played around a bit without luck and there is no formal documentation on using this class this way.

I'm curious if anyone is aware of a way to use the API in an Asynchronous manner or if anyone has any technical thoughts on this.

Required permissions for getting appointment reminders in outlook

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What are the permissions/privileges required for getting outlook reminders for appointments created in CRM ? This is working if the user has system admin access but not otherwise .

TIA

Calculated fields

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Hi,

My requirement is i have two calculated fields one is" StartDte "another one is "EndDate"  when i given EndDate is 7/19/2018 to 7/30/2017 need to change the startDate will be 07/01/2018  automatically how to approach this one please help out.

Thanks,

Naresh

MS dynamics Business process flow

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Hello,

so I created a business process flow and add some steps to be displayed on a stage, but  the same field now appears both on the business flow steps and general section 

how do I remove the  fields from the business process flow steps and make appear only on the general section 

unified interface options

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I am struggling with the new unified interface. 

How the heck do you modify forms now?

If I make a change to the main form, some of it is moved to the unified interface, but many things work differently.

Eg, we have the contacts filtered on the account, this does not work anymore but I do not know where to go to reset it.

Also we have a bunch of system dashboards.

They are not visible under the unified interface.

Where do I go to set the dashboards to show under any of the hubs.

So confused.

There must be a for dummies (me) document but I cannot seem to find it.

Help

Creating Notes - Different browser issues

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Using Microsoft Dynamics® CRM 2016(8.1.0.359) (DB 8.1.0.359)

Hi,

When trying to create notes using Chrome.  I am not able to add notes.

However, Explorer does allow me to create notes.

Is there a way to get this to work with Chrome?

How to clear out a field based off a change from another field?

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I have a field called recordtype and when this field is changed I want the field called programtype to clear out.  program type is an optionset.

How can I achieve this?


Load the Javascript when main Dashboard loads just after Signin

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Hi all,

Is it possible to do so i mean i want to load my javascript at the time when Crm just loads( after signin). My requirement is I want project templates to be created automatically once Crm load. Everytime when i move my solution into new instance i have to create these records manually in new instance so i just want that it should be created automatically when i deploy my solution in new instance. so i can write the web api for this, but i want that this web api will run automatically everytime when i just sign in or when the main Dashboard loads.

We all know  to set the script on Form Load but I want to load it just after sign in the D365 instance?

How can i do this? If it works then i will apply the checks so that record will be created only once.

Thanks for your Help!

Chart Creation Error

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Unexpected error when creating new chart

JScript - Clear Whole Tab Values on Field Change

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Hi all! I am trying to write a script that will run OnChange for a field to clear all values in a specific tab. In this example, the Tab to be cleared is "Triage", and the field i'd like to have it execute on is "new_storereportedissue":

function clearTab() {

Xrm.Page.getAttribute("new_storereportedissue").addOnChange(clearTab)
var Triage = Xrm.Page.ui.tabs.get("Triage");
	   
    Triage.sections.forEach(function (section, sectionIndex) {
        section.controls.forEach(function (control, controlIndex) {

            switch (control.getAttribute().getAttributeType()) {
                case "boolean":
                    //for checkbox control, uncheck it
                    control.getAttribute().setValue(null);
                    break;
            }
        });
    });
}


I'd love any help. Thank you!

Cannot connect Microsoft Dynamics 365 Developer Toolkit to CRM

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Hi Folks,

I know the same issue has been asked here. However, the behavior that I am encountering is totally different from that.

In my case, it continuously showing connecting with progress bar moving, but, nothing happening (Screenshot attached for reference). I am able to login to Plugin Deployer using visual studio 2015.

I have an admin role in CRM, so do not think, it has anything to do with permissions. Also, I tried Fiddler to bypass proxy but nothing happened.

Finally, when I try to close visual studio, a pop-up appears stating:

Microsoft Visual Studio has detected that an operation is blocking user input.  This can be caused by an active modal dialog or a task that needs to block user interaction.  Would you like to shut down anyway?

Any help in this regard would be appreciated.

Cheers,

Saqib


Sending SMS to Client From CRM

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Hi Team,

We need to send SMS to the customer mobile with the bill Amount that he is due for the month that he needs to pay.

we want to achieve this through CRM, can any one suggest what are the coding possibilities to accomplish this through CRM?

do we need to subscribe any third party SMS providers and use their API to send SMS?

please need some suggestions and possibilities.

Thanks In advance.

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