I have a requirement to allow regular users (not System Admins) to create Views, Reports & Dashboards. My idea is to clone System Configuration role & modify it only contain Report & dashboard permissions. Assign this role to those user who wants to have that privilege to create Views, Reports & Dashboards.
Please advise if there is any better way of doing this. Appreciate your help.
Hello,
I've been asked to create a report on completed demos. We have leads and we have opportunities on current accounts that get demos.
Is there a way to combine the lead demo data and current account opportunity demo data in one report?
Thanks,
Beth
I am trying to urgently set up a dev CRM with IFD. Due to constraints I only have two VM's available to use, both with Windows Server 2016 installed
I will be working with CRM version 9 and SQL Server 2016
Currently I have spent a couple of days following several different threads trying to get this working but with no success.
I have rolled back the servers to a blank canvas. To be honest, I'm a little confused, as some articles and sites I have read contradict each other. Do I need ADFS or WAP or both?, what is the minimum number of server required to get this working.
basically Help
Hi Members,
Can someone advise what I am missing in my code here in C#. But unable to connect to CRM. I am currently trying to configure this connectivity in my local environment.
string userName = "domain1\\user1";
string password = "test123";
string orgName = "hypernation.crm365.com/.../Organization.svc";
string internalurl = "hypernation.crm365.com";
NetworkCredential creds = new NetworkCredential(userName, CrmServiceClient.MakeSecureString(password));
Microsoft.Xrm.Tooling.Connector.AuthenticationType authType = Microsoft.Xrm.Tooling.Connector.AuthenticationType.AD;
CrmServiceClient conn = new CrmServiceClient(creds, authType, internalurl, "443", orgName, true, true, null);
I tried using connection string but no luck at all.
<add name="crm"
connectionString="AuthType=AD;Url=hypernation.crm365.com/.../Organization.svc; Domain=domain1; Username=domain1\user1; Password=test123;"/>
Here above is there any other alternative to configure connection string?
My main motive is to use the flag "RequireNewInstance=true". but can't seem to use it without CrmServiceClient instance.
I am able to connect to CRM using OrganizationServiceProxy class and can access entities fluently.
Thank you.
Hello,
I am trying to set a date field on the Phone Call quick create form but I cannot get the onLoad to work for this as in the web based forms. My code is
Is there a way I can get the onLoad event to work? It seems the onChange event is working.
Thanks
I'm trying to set up a test server, and just created a gmail account to use for outgoing email, to be able to test workflows. I entered in all the info as per guides I found (bottom answer here as one example: https://community.dynamics.com/crm/f/117/t/265652). Any time I try to activate a mailbox I get:
"The email message "Your mailbox is now connected to Dynamics 365" cannot be sent because an error occurred while establishing a secure connection to the email server. Mailbox <name was here> didn't synchronize. The owner of the email server profile Gmail has been notified.
Email Server Error Code: Smtp server returned OutgoingServerSecureChannelError MustIssueStartTlsFirst exception."
However, I tried these same settings on a v8 server with no problems. So that rules out the two supposed causes for that error - the credentials being wrong, or the allow less secure apps setting being disabled (I triple checked these anyway, to be sure). I don't see anything in the event viewer of the v9 server. I tried turning the Windows firewall completely off for the v9 server, just to rule that out. Anyone have any other suggestions of where I can try to track this down? To confirm, has anyone successfully configured Gmail SMTP on v9 on-prem yet?
Hi Xrm portals expert,
What would be the best way to track pages in XRM portal website. We already have implemented Google Analytics into our Xrm portal. Google analytics is helpful, but it doesn't give user information when they are logged into the site and browsed on a particular page.
I also know we can track a particular page by enabling the Enable Tracking option on the webpage in CRM. By doing so, this has performance impact on the site. This is what we want to avoid. Please refer this for more information on the performance issues.
Is there a smarter way to track pages in the portal website?
Please let me know if there is anything.
Regards,
SdDev
Hi Friends,
when i am install and run the report Authoring Extension Setup file for Dynamics CRM. i am getting below error. Anyone guide me.
Thanks,
Rgv Reddy.
Hi All,
I seen images in my client enviroment. How to find Images in CRM ?
below path I seen images,so something like this.
test.crm.dynamics.com/test.png
Thanks
Hello,
Is there any way to create a Dynamic Marketinglist where all contacts in the list are related to a parent entity (company) that is present in another marketing list?
So trying to simplify the situation: if I have a marketinglist with company A, B and C and one with company D, E and F. Each company has one or more contacts linked. What I'm trying to do is create another marketinglist with all related contacts to A, B and C and one with the related companies for D, E and F.
Now the advanced query doesn't show me the desired results, anyone have any ideas? I have tried (search contacts) calling the parent account and then within that call, I called the associated marketing entity and there chose the specific list that holds all parent accounts.
Thank you in advance.
We use Microsoft Dynamics 365 version 1612 (8.2.3.114) (DB 8.2.2.2464) online.
In our instance we have setup a workflow that calls a plug-in assembly written in C#. This plug-in imports data from external system using REST API.
Recently the workflow crashes with a system error. These errors are different every time but they are in the preparation process before calling our plug-in.
The most recent error was:
System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #805A3E11
If we try re-running the workflow, then everything works fine for some time. Next, the error appears again after the workflow has executed successfully a couple of times. Any ideas about the cause for this problem?
More details about the error:
Error Message: Unhandled Exception: Microsoft.Crm.CrmException: System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #805A3E11 at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context) at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext) Exception Details Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #805A3E11Detail: <OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts"> <ActivityId>c847a1e8-e3e1-4fe5-a6c4-822ae3b9f3f8</ActivityId> <ErrorCode>-2147220970</ErrorCode> <ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" /> <Message>System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #805A3E11</Message> <Timestamp>2018-11-16T16:26:06.0976984Z</Timestamp> <ExceptionRetriable>false</ExceptionRetriable> <ExceptionSource>PluginExecution</ExceptionSource> <InnerFault i:nil="true" /> <OriginalException>System.Security.SecurityException at System.ComponentModel.Win32Exception.GetObjectData(SerializationInfo info, StreamingContext context) at System.Runtime.Serialization.ObjectCloneHelper.GetObjectData(Object serObj, String& typeName, String& assemName, String[]& fieldNames, Object[]& fieldValues) at Microsoft.Crm.Sandbox.SandboxAppDomainHelper.Execute(IOrganizationServiceFactory organizationServiceFactory, String customActivityTypeName, IExecutionContext requestContext, Dictionary`2 sandboxServices, Boolean useDrawbridgeEnabled, Boolean chaosFailAppDomain) at Microsoft.Crm.Sandbox.SandboxWorker.ExecuteCustomWorkflowActivity(SandboxCallInfo callInfo, SandboxCustomActivityExecutionContext requestContext, Guid pluginAssemblyId, Int32 sourceHash, String assemblyName, Guid pluginTypeId, String pluginTypeName, SandboxRequestCounter& workerCounter, Boolean returnTraceInfo)</OriginalException> <TraceText i:nil="true" /> </OrganizationServiceFault> Server stack trace: at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc) at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout) at System.ServiceModel.Channels.ServiceChannelProxy.InvokeService(IMethodCallMessage methodCall, ProxyOperationRuntime operation) at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(IMessage message) Exception rethrown at [0]: at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg) at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type) at Microsoft.Crm.Sandbox.ISandboxHost.ExecuteCustomWorkflowActivityAndReturnTraceInfo(SandboxCallInfo callInfo, SandboxCustomActivityExecutionContext requestContext, Guid pluginAssemblyId, Int32 sourceHash, String assemblyName, Guid pluginTypeId, String pluginTypeName, String assemblyContents, Boolean returnTraceInfo) at Microsoft.Crm.Sandbox.SandboxCustomActivity.Execute(SandboxClient client, SandboxCallTracker callTracker, IExecutionContext requestContext, String assemblyContents, Boolean returnTraceInfo) at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
Hi Experts
In Dynamics Portal , I have an Entity list which shows the lead record whose X field (custom lookup field to contact) doesn't contain any data.
I want to set the current logged in portal user to the X field on click of a button for the selected record.
Please suggest how to achieve this functionality
Thanks
Hino
We have launched a couple of FREE courses on Dynamics 365. this course will give you a really good introduction to Dynamics 365 customer engagement (CRM).
You can access it from Magnifez Dynamics 365 Academy or Magnifez YouTube channel
Chapter 1: Introduction to Dynamics 365 Customer Engagement(CRM)
Hi friends,
I created one button, "test button". I wanna show button for system customizer role and hide for sales person role. I dont know how to show and hide button based on roles. i have written web api to retrive roles, it is fine but i tried enable roles, still i am able to see test button with sales person role. please help me to achieve this.
Thanks,
Bharath
============================
this is the code i have written, it returns roles successfully
var name;
function roles()
{
var userRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < userRoles.length; i++)
{
var userRole = userRoles[i]; // returns the Role Id
alert(userRole);
debugger;
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/roles?$select=name&$filter=roleid eq " + userRole+ "", true);
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"];
alert(name);
if (name == 'System Administrator')
{
return true;
}
else
{
return false;
}
Xrm.Page.ui.refreshRibbon();
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
}
I know that web dialogs functionality is deprecated in the new unified interface. But we still need it. I have found out that there is a "Xrm.Internal.openLegacyWebDialog" function that allows to open html pages in native CRM window like "Xrm.Internal.openDialog" function in classic interface. But "closeWindow" function doesn't work and also I didn't find a way how to change zindex of the dialog window. Early I was able to do it by passing zindex parameter into "Mscrm.InlineDialogUtility.createInlineDialog" function.
Thanks in advance for any help with it!
Good day to all.
We have an app with configuration: Server version: 9.1.0000.0646Client version (Last Commit Version): 1.3.752-181113-02290
Dynamics configuration: Version 1710 (9.1.0.646) online
We are using the new Xrm.Navigation.openForm for opening new record form. We need to open the new record with correct business process selected.
We provide entityFormOptions["processId"] with processId we want to be selected, but it doesn`t work. New entity record is opened with default process selected instead.
In common web interface everything works fine and process is pre-filled correctly.
I tried to open new record by URL directly througth query string by providing 'process' argument, bot it works in common interface, not in UCI.
Please, help me to resolve this issue.
Hello All,
I am using window service which runs after every 1 Min(Single Thread at one time,It will finish one loop 1st and then start the second loop and so on..) to process some business logic/crud operation based on certain conditions.Since my window service is running background continuously i am making connection for every time,if i am getting any error during the connection establishment then i pausing my service for sometime and starting again.One thing i am observing is that my service is getting stopped if i am getting error again and again. Is there any better way to handle the service connection or i am missing anything.
Wondering if there is a way to auto populate the Related Account field on the Connections record. I tried with a workflow, but that didn't seem to work. Is there any other way?
Hello Everyone !
Hope all are well. I wrote a JS web resource which execute on form load. But that does not execute not even first line of console.log() or debugger. I placed alert but alert just execute further not executing. Can anyone tell me how to resolve this issue?
Following is my code:
// a unique namespace for your libraries
var Sdk = window.Sdk || {};
(function () {
// Code to run in the form OnLoad event
this.changeStyle = function () {
//alert("in margin padding");
// Code of Switch Business Process Flow with another Business Process Flow
debugger;
console.log("entered in margin padding script 1");
debugger;
//parent.document.getElementById("department_quickform_rfunsw_department_content").firstChild.style.marginTop = "-28px!important";
var firstChild = parent.document.getElementById("department_quickform_rfunsw_department_content").firstChild;
debugger;
firstChild.style.marginTop = "-28px !important";
debugger;
console.log("entered in margin padding script 2");
debugger; parent.document.getElementById("department_quickform_rfunsw_department_content").firstChild.style.marginBottom = "-29px !important";
debugger;
console.log("entered in margin padding script 3");
debugger;
parent.document.getElementById("department_quickform_rfunsw_department_content").style.display = "none";
debugger;
console.log("entered in margin padding script 4");
debugger;
}
}).call(Sdk);
hi,
i want to change date picker of date and time field to jalali date picker,
can anyone help me on this?
