Hello,
My problem is that when I have a user and contact with the same email address all emails the queue receives it creates with both user and contact in "To" field. Is there a way to fix it? I want it to be just User.
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Queue email synchronization settings
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CRM 365 takes long time to open new case window
Hello. I am administering a CRM 365 server (on-premise) which recently got implemented. CRM 365 is running on two separate virtual machines: an application and database server. The hard disk drive of the host machine has been configured as RAID 10. I have noticed that some users can open a new case window with no problem, while when other users try to open a new case window, it takes several minutes to load before it opens up. The strange thing is that these end users are using the same type of computer with exact same specifications. I also monitored the CRM 365 servers using task manager during this time and the resource usage is not even at the maximum. What could be the cause? Is there a way to troubleshoot this? Below are the specifications for the CRM 365 application and database servers as well as the end user computers:
CRM application server:
- CPU: 2.2 GHz (2 cores)
- RAM: 8 GB
- Hard disk: 300 GB
CRM database server:
- CPU: 2.2 GHz (2 cores)
- RAM: 15 GB
- Hard disk: 300 GB
End-user computers:
- CPU: i3 3.40 GHz
- RAM: 4 GB
- Hard disk: 465 GB
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Need to Find the Min/Max Date on Notes Entity
Hello,
For reporting we would like to include the most recent note made on an account. Is there a way to get the min/max on a date field?
Thanks,
Beth
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UserId is empty guid!
I am getting following error when I am trying to resolve a case in MS Dynamics CRM Online 'UserId is empty guid!'. There is no plugin and workflow running in the background at the time of case resolution. When I try to resolve the Case through admin, it is working fine without any error. I copied this error from browser console as Plugin Trace Log is not throwing any error. I know it is related to security roles but not able to understand which role I have to tweak. Please find the stack-trace below.
error: {code: "0x80040217", message: "UserId is empty guid! ",…}
code: "0x80040217"
innererror: {message: "UserId is empty guid! ",…}
message: "UserId is empty guid! "
stacktrace: " at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, ExecutionContext executionContext, Dictionary`2 optionalParameters)
↵ at Microsoft.Crm.Extensibility.OData.CrmODataExecutionContext.Execute(OrganizationRequest request, ExecutionContext executionContext)
↵ at Microsoft.Crm.Extensibility.OData.CrmODataServiceDataProvider.ExecuteOperation(CrmODataExecutionContext context, EdmOperation edmOperation, Dictionary`2 parameters, Dictionary`2 boundParameters)
↵ at Microsoft.Crm.Extensibility.OData.ActionController.ProcessOperationRequest(String operationName, Dictionary`2 operationParameters, EntityReference entityReference, String boundEntityName, String boundEntityType)
↵ at Microsoft.Crm.Extensibility.OData.ActionController.<>c__DisplayClass9_0.<PostUnboundAction>b__0()
↵ at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties)
↵ at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func)
↵ at lambda_method(Closure , Object , Object[] )
↵ at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.<>c__DisplayClass10.<GetExecutor>b__9(Object instance, Object[] methodParameters)
↵ at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ExecuteAsync(HttpControllerContext controllerContext, IDictionary`2 arguments, CancellationToken cancellationToken)
↵--- End of stack trace from previous location where exception was thrown ---
↵ at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
↵ at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
↵ at System.Web.Http.Controllers.ApiControllerActionInvoker.<InvokeActionAsyncCore>d__0.MoveNext()
↵--- End of stack trace from previous location where exception was thrown ---
↵ at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
↵ at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
↵ at System.Web.Http.Controllers.ActionFilterResult.<ExecuteAsync>d__2.MoveNext()
↵--- End of stack trace from previous location where exception was thrown ---
↵ at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
↵ at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
↵ at System.Web.Http.Dispatcher.HttpControllerDispatcher.<SendAsync>d__1.MoveNext()"
type: "System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]"
message: "UserId is empty guid! "↧
How to add opportunity line items column to a dynamic view?
Please, has anyone ever tried to do this before?
I would like to add the following columns into my advanced find columns, but I could not see them from the list:
Is it even possible to bring any opportunity line item column into a dynamic view?
Cheers
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Does someone has used leapwork for testing CRM 365 Online?
Hi everybody
Does someone has used leapwork for testing CRM 365 Online. There are many reference about CRM test automation for CRM but there are not any reference of a client and/or succes story.
Thanks in advanced for your response..
JA
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Customize Service Calendar
Hello,
Can we expand the facility/equipment activities by default ?How can we do such customization?
Thank you.
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Duplicity check rules
I have a problem with duplicity check rules in my CRM. I am gathering leads automatically from my website. Sometimes same people can send couple of queries about different products and I have them in CRM as separate records/leads. I have two duplicity check rules which are checking email and phone number - both in exact match. When I have an existing client in the system and I am trying to qualify another lead from this client (on the lead form)) then the system is showing an alert and stops me - in this case, everything is working fine. But when I have two same leads and I am qualifying these in bulk from leads view, the system is not checking duplicates. Then these records are qualified as separate clients....
Is there any way to improve this behaviour? I can always hide "Qualify" button from leads view, but maybe there is some better solution.
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CRM Version 9 Install
I'm trying to install crm v9 to a new VM for testing. Anyone know where I can get a product key from as this version is not on the action pack yet
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Is there a TypeScript Nuget for CRM SDK
Hi,
I was able to get the Xrm.TypeScript.DefinitelyTyped to work in visual studio. Is there a Nuget Typescript for using CRM SDK
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Form Editor Buttons alignment issue
Hi All,
Its bit of urgent. I was working and suddenly this happened:
Can anyone please share quick solution? As I couldn't find option to add new web_resource.
Environment Details given below:
1) Environment : Dynamics 365 V8.2 onpremise
2) I have changed version of IE but still same issue. I am using VM and
3) there is no other browser option so Only IE or Edge is possible.
4) Cleared cache as well.
5) It was fine so can't say there is some installation issue as it been installed a month before.
Thanks
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Business Process Flow - How to automatically select sales order when convert opportunity to order ?
Hi i want to ask how to automatically select sales order in bussiness process flow when go to next stage from opportunity to stage in order ?
First i have business process flow that will show in lead, opportunity and than order. When im at opportunity, i create quote
and than convert that quote to sales order.
After order created, it doesn't automatically assign the business process flow to that order
i must select the order manually from bussiness process flow when go to next stage to make the business process flow appears to that order
How to automatically assign sales order to that bpf without select it manually, so when convert to sales order the bpf will appear. In sales order, field opportunity has been filled but still no bpf appear.
Thank you for helping me
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Customer Data Capture
Hi all,
We need to capture customer data either existing customer or new leads via online enquiry forms.
They also need to ability to make bookings online and the CRM system needs to store all this info.
I'm currently determining what the best combination of systems + D365 is.
D365 + Marketing module for booking management?
Microsoft Portals?
or
Sitecore CMS?
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setting values in form before form loads using plugin
I have a plugin register on retrieve message of "Connection" entity. I try to set owner id before form loads, it is before create and I can capute this event and confirm by throwing a customer exception.
Requirement:
I need to setup a particular Owner in Owner field when form loads. Please
guide how to do it. I have tried setting Owner in Target but it throws an error.
I need to setup a particular Owner in Owner field when form loads. Please
guide how to do it. I have tried setting Owner in Target but it throws an error.
Also tried setting it as OutputParameter but still not sure if I m doing correct way.
Please guide how to do this.
var propertyBagE = localContext.PluginExecutionContext.InputParameters["Target"] as Entity;
EntityReference owner = new EntityReference("owner", localContext.PluginExecutionContext.UserId);
localContext.PluginExecutionContext.OutputParameters["ownerid"] = owner;
propertyBagE.Attributes["owner"] = owner;
localContext.PluginExecutionContext.OutputParameters["EntityParam"] = propertyBagE;Also tried:
var propertyBagE = localContext.PluginExecutionContext.InputParameters["Target"] as Entity;
EntityReference owner = new EntityReference("owner", localContext.PluginExecutionContext.UserId);
propertyBagE.Attributes["owner"] = owner;
Please guide me how to do it ? Basically I want to set data befor form loads from plugin. much thanks.
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how we move from 7.0 on premise to 9.0 on premise?
Hi team,
we want to move from 7.0 to 9.0 on premise crm.
we are going with import organisation ( db backup and restore ) with new crm server approach
what are the detail steps?
can we do import organisation from 7.0 to 9.0 or we need to move
1. first take 7.* db backup and restore to 8.* crm environment
2. and then take db back up from 8.0* and then restore to 9.0 version?
please guide us the way to upgrade in high level steps?
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Statistics on Successful V9 Upgrades
Hi,
We're about to embark on upgrading from v8.2 to V9.
I'd like to report to senior management that upgrades to V9 are generally performed without issue.
Is there anywhere (from Microsoft perhaps?) where I can receive answers that I can feed into the phrase:
"X upgrades to V9 have been successful worldwide, with the only issues (for Y% of upgrades) reported being ......."
??
Thanks
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Display the Session Timer(Live) in other browser
Requirement is, I need to show the User Name, who worked on a particular case (case name) and how long that case is opened. All 3 fields should be show in a tabular form within another portal.
So, how could i do this?
How could i get the live running time of case?
Find the attached images and please suggest for the same.
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Dynamic Report Does not work and display in current record
Hi there all experts.
I have created a custom entity named new_serviceds.
It has N:1 relation with quote and sales order, which means every quote can has an number of new_serviceds records,so sales order can have.
I have created a report based on the filteredview.
When I try the record without filteredview in the MS SQL server it works fine and return the result set.
It is the query without filteredview :
select new_serviceds.new_service_name, new_serviceds.new_estimated_day, new_serviceds.new_estimated_amt from new_serviceds inner join SalesOrder on (salesorder.QuoteId=new_serviceds.new_arvand_service_to_quoteId) where salesorder.SalesOrderId='xxxx-xxxxx-xxxxx-xxxxxx-xxxx';
the query works fine in sql server query.
I wanna run this report in the sales order record, in each record it returns me the result set.
Here is with the filtered view :
select Filterednew_serviceds.new_service_name, Filterednew_serviceds.new_estimated_amt, Filterednew_serviceds.new_estimated_day from filterednew_serviceds inner join filteredsalesorder on (Filterednew_serviceds.new_service_to_quoteId = filteredsalesorder.QuoteId) where Filteredsalesorder.SalesOrderId = (@CRM_SalesOrderId) ;
Named the report services and import to the crm as the picture : 
But when I open a record of sales order and go to the report section, it displays the report on the run on all records and also does not return any result !
But with out the filtered view in the sql server management, the query return result.
Where I am doing wrong?
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ReferenceError: Sdk is not defined at eval
Hello Everyone !
I hope that all of you are happy. I created a JS web resource which execute when form on load so when form loads "ReferenceError: Sdk is not defined at eval" error occurs. Can anyone tell me how to resolve this issue?
Following is the error message:
Following is my code:
// A namespace defined for the sample code
// As a best practice, you should always define
// a unique namespace for your libraries
var Sdk = window.Sdk || {};
(function () {
// Code to run in the form OnLoad event
this.formOnLoad = function (executionContext) {
alert("hello world");
var rolename;
var count = 0;
var formContext = executionContext.getFormContext();
var userSettings = Xrm.Utility.getGlobalContext().userSettings;
var currentUserRoles = userSettings.securityRoles;
for (var i = 0; i < currentUserRoles.length; i++) {
rolename = getUserRoleName(currentUserRoles[i]);
if (rolename == “CMS User”) {
formContext.getControl("prioritycode").setDisabled(true);
formContext.getControl("scheduledend").setDisabled(true);
}
}
}
function getUserRoleName(Roleid) {
var name;
var globalContext = Xrm.Utility.getGlobalContext();
var req = new XMLHttpRequest();
req.open(“GET”, globalContext.getClientUrl() + “/api/data/v9.1/roles?$select=name&$filter=roleid eq ” + Roleid, false);
req.setRequestHeader(“OData-MaxVersion”, “4.0”);
req.setRequestHeader(“OData-Version”, “4.0”);
req.setRequestHeader(“Accept”, “application/json”);
req.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”);
req.setRequestHeader(“Prefer”, “odata.include-annotations=\”*\””);
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
name = results.value[i][“name”];
}
} else {
// Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
return name;
}
}).call(Sdk);
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Sending email through Dynamics 365 instance - Exchange Online License required?
Hello All - We are using Dynamics 365 online and we need to use Server Side Synchronization to send email from Dynamics 365 instance. We have configured one user in Dynamics 365 and applied default Email settings. This user doesn't have Exchange online license. Do we need Exchange Online License to send/receive email? If yes, which license we need to purchase. Currently it's showing following licenses are available and used. Most of the users have Dynamics 365 for Team Members license assigned. Is there any other way to send email without purchasing Exchange Online License? What is Exchange Online Protection?
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