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How to move Notes tab in contact from far right to the far left

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Hi AlL,

How to move Notes tab in contact from far right to the far left
Also, if we can make the notes 14 pt fault default, that would be great.
I can probably do this on my own without breaking anything.

Thanks

Can we make tasks editable after done

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Hi ALL,

Can we make tasks editable after we’re done creating them? Right now, they don't appear to be editable

is it possible ?

Thanks

CRM Connection String for Azure AD B2B Accounts

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Hi there,

we have a few environments where we are invited as users by Azure AD B2B connect (See [1] and [2]). We have no troubles to access the crm instances in the browser. However, we currently find no working connection string to connect to such an environment, without using a local user for the login. We more or less tried all combinations for the username (our local one or the invited user upn in form of username_localdomain#EXT#@customer.onmicrosoft.com).

Does anyone have a working example for this scenario or some other helpful hints? This article https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/xrm-tooling/use-connection-strings-xrm-tooling-connect does not contain any further helpful insights.

Regards,

Christoph

[1]: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/invite-users-azure-active-directory-b2b-collaboration
[
2]: https://community.dynamics.com/365/projectserviceautomation/b/daytodaydynamics365/archive/2018/02/12/inviting-guest-users-to-dynamics-365-with-azure-active-directory-b2b-collaboration 

Dynamcis 365 App - Items in Timeline-View

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In the Dynamics 365 Mobile App (Windsows 10 App - Sales Hub) various entries are displayed in the timeline view of an account. These entries are only shown in the mobile app.  They are not displayed in the web browser. Why is that different? What is the behavior of the Timline view?

XrmDefinitelyTyped - ERROR

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When I try to generates TypeScript declaration files on Dynamics 365 Online version, and I get an error:

Unable to generate TypeScript files: Specified argument was out of the range of valid values.
Parameter name: index

I tried different solutions to the problem, different settings, different environments, but nothing worked(

Has anyone encountered this problem? How can this be solved?

Javascript v9. Xrm.Page and ExecutionContext

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Hello everybody,
As you probably know, the Xrm.Page command usage is slowly becoming obsolete.
That's why we wanted to adapt to the new orders.
I created a simple JS to hide a field with the condition that another field is not filled.
In the old model, the code works without problems.
But as soon as I swap Xrm.Page through ExecutionContext.getFormContext in the code I get a script error while executing.
What am I doing wrong ? can someone tell me what my mistake is and how does it work?

Here is the old code:

function versteckeFeld(){
if (Xrm.Page.getAttribute("salutation").getValue() == null)
{var name = Xrm.Page.ui.controls.get("new_geschlecht");
name.setVisible(false);}
else
{var name = Xrm.Page.ui.controls.get("new_geschlecht");
name.setVisible(true);}
}

Here is the new code:

function versteckeFeld(){
if (ExecutionContext.getFormContext.getAttribute("salutation").getValue() == null)
{var name = ExecutionContext.getFormContext.ui.controls.get("new_geschlecht");
name.setVisible(false);}
else
{var name = ExecutionContext.getFormContext.ui.controls.get("new_geschlecht");
name.setVisible(true);}
}

Please Help me ^^
I thank you in advance Many greetings :)

What is the story - is Dynamics CRM going away?

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I have Netsuite writing to ask if we have a plan as they state:

"by 2020 Microsoft is having all of their customers make the switch to MS 365, which will cost as much as a new implementation. "

I've found nothing about this, and while I understand MS will try to converge on premise Dynamics CRM with Dynamics 365, it hasn't been my sense that on premise Dynamics CRM is going away.  Please ... I need to understand what the real story is here.


Dummies guide to Setting up CRM9

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Last ditch attempt.

We are a small organization, so I am having to learn this as I go, and I'm no tech expert by a long country mile.

What I am looking to do is set up CRM9 with IFD so we can look at our option for future development. I have managed in the past to set up CRM and IFD , but these were both on one 2012 server and I got there with more luck than judgement

We moving our operation to hosted servers in the cloud and I have been tasked with trying to set up CRM with IFD. These will be set up on a new domain

Currently I have available to me ;

VM1 - Windows 2016Srv with IIS set up currently hosting a Web Application on port 443  Internal / external IP address

VM2 - Windows 2016Srv with SQL2016 Internal IP address

VM3 - Windows 2016Srv - currently Blank external / internal IP address  

I also have a purchased wildcard certificate

So far I have tried following several different threads and site tutorials, but these all seem to relate to installing on the same server ( which I have tried and failed )

I am looking for help as to which sever CRM should be installed on , which server ADFS needs to be on , and a tutorial / help configuring the IFD

 

SQL Server Error

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We did a Dev refresh from prod and after that when i create a new n:n relationship, the applications errors out with "SQL server error".

N:N relationship between contact and sts_product. But trace logs shows invalid column name error which is really strange.

Please let me know if there is a way to resolve this :

ManyToManyRelationshipService.Create caught exception: System.Data.SqlClient.SqlException (0x80131904): Invalid column name 'sts_product1'.
Invalid column name 'new_Consultant_Contact'.
at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction)
at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)
at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady)
at System.Data.SqlClient.SqlCommand.RunExecuteNonQueryTds(String methodName, Boolean async, Int32 timeout, Boolean asyncWrite)
at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(TaskCompletionSource`1 completion, String methodName, Boolean sendToPipe, Int32 timeout, Boolean& usedCache, Boolean asyncWrite, Boolean inRetry)
at System.Data.SqlClient.SqlCommand.ExecuteNonQuery()
at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command)
at Microsoft.Crm.CrmDbConnection.InternalExecuteNonQuery(IDbCommand command, Boolean capturePerfTrace)
at Microsoft.Crm.Metadata.CascadingSprocGenerator.ProcessDelete(Boolean alter)
at Microsoft.Crm.Metadata.CascadingSpGenerator.Process(ISqlExecutionContext context)
at Microsoft.Crm.Metadata.MetadataHelper.ProcessDatabaseOperations(CounterList listCounters)
at Microsoft.Crm.Metadata.MetadataHelper.ProcessQueue()
at Microsoft.Crm.Metadata.ManyToManyRelationshipService.CreateRelationship(ManyToManyRelationshipCreateInfo manyToManyCreateInfo, MetadataHelper metadataHelper, ExecutionContext context)
at Microsoft.Crm.Metadata.ManyToManyRelationshipService.CreateInternal(IRelationshipCreateInfo relationshipCreateInfo, ExecutionContext context, MetadataHelper metadataHelper)
at Microsoft.Crm.Metadata.RelationshipServiceBase.CreateNoPrivilegeChecks(IRelationshipCreateInfo relationshipInfo, ExecutionContext context, MetadataHelper metadataHelper)
ClientConnectionId:ab396356-bb70-482f-8fd2-0c3b41e6f233
Error Number:207,State:1,Class:16



MSCRM Error Report:
--------------------------------------------------------------------------------------------------------
Error: Invalid column name 'sts_product1'.
Invalid column name 'new_Consultant_Contact'.
Error Number: 0x80044150
Error Message: Generic SQL error.
Error Details: Generic SQL error.
Source File: Not available
Line Number: Not available

Updating an Option Set field in Projects based on change of option set in Entity Items - how to set Focus in Projects

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I have an option set in Projects and Entity Items that share the same name (new_2vpnapplicable) and duplicate value set.

The script in question below, I borrowed from Rawish Kumar - https://community.dynamics.com/crm/b/passiondynamics/archive/2018/01/13/get-lookup-value-from-other-entity-and-set-it-on-the-form-using-web-api-in-microsoft-dynamics-crm.

The script below works until line 45.  How do I set the focus of line 45 to the Projects entity?

line 45: Xrm.Page.getAttribute("new_2vpnapplicable").setValue(fieldValueToCopy);

******* Script start ******

function VPNApplicable_Opt() {
debugger;
    
    var fieldValueToCopy  = Xrm.Page.getAttribute("new_2vpnapplicable").getValue();
    var lookupObj = Xrm.Page.getAttribute("objectid").getValue();
    var newid = lookupObj[0].id.slice(1, -1); // you will get perfect id like "EDCJDKDJDKJDJDKJDJKD" here.

    var req = new XMLHttpRequest();
    /*
    var primaryProjectId;
    EntityReference  primaryProjectId = new EntityReference ("msdyn_projects", newid);
    console.log(primaryProjectId);
    
    queueitem["primaryProjectId"] = primaryProjectId;    
    */
    // req.open("PATCH", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/msdyn_projects(" + newid + ")?$select=new_2vpnapplicable", true);
    req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/msdyn_projects(" + newid + ")?$select=new_2vpnapplicable", true);
    /*
    var url = Xrm.Page.context.getClientUrl() + "/api/data/v9.0/msdyn_projects(" + newid + ")?$select=new_2vpnapplicable";
    console.log(url);
    req.open("GET", url, 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 result = JSON.parse(this.response); // you will get the retrieved value in object we stored in result var.

                var retrivedvalue = result.new_2vpnapplicable; //get the id of the field
                var retrivedformatedvalue = result["new_2vpnapplicable@OData.Community.Display.V1.FormattedValue"]; //get the formatted name of the field
                if (retrivedvalue != null) {
                    var value = new Array();
                    value[0] = new Object();
                    value[0].id = retrivedvalue;
                    value[0].name = retrivedformatedvalue;
                    value[0].entityType = "msdyn_projects";

                    alert("value[0]: " + value[0] + "  id: " + value[0].id + "  name: " + value[0].name + "   entityType: " + value[0].entityType);
                    
                    Xrm.Page.getAttribute("new_2vpnapplicable").setValue(fieldValueToCopy); //set the lookup value finally
                } else
                    alert("some textt!!!!!!") // optional
            } else {
                Xrm.Utility.alertDialog(this.statusText);
            }
        }
    };
    req.send();
}

Create automatic case by email

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Hi guys,

Hope anyone can help me.

Having some issues with creating automatic cases by email in d365.

I have followed multiple guides, but cant find what is going wrong.

eg: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/automatically-create-case-from-email

When i follow the guide/instructions and send an email. D365 finds the email. 

i see in the logging, 

pic 1

then

Pic2: 

then

Pic3: 

Then

pic 4:

All my calls will get status off inactive.

What is going wrong? I dont know and cant find it!

UII - Resource entity does NOT show up in Site Map

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I've added the Resources entity via App Designer > Site Map Designer, published, but it is NOT showing up in the UII for some reason...all other entities seem to work except this one. Can someone help?

How to hide Serviceappointmnet and campaignresponse activity from Subgrids

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Hi,

I want to hide the Service Appointment and Campaign Response activity type throughout the CRM. using Ribbon Workbench I was able to hide from the Home Page. But I still see them on the My Activities Dropdown as well in Activities subgrid. I have gone through most of the forums and most of them suggested to remove/comment the activity from the file \Activities\dlg_create.aspx.

 I am using on-premise version and not sure how i can edit that aspx file and where I can find it.Is this something that needs to be done on the server? Any other way of hiding using Ribbon workbench ?

Appreciate your help !!!

Unable to print any Dynamics 365 Reports or Export after updating to version 1612

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I have updated both the reporting services and the crm server to the latest version, but now get the following error for all users when trying to print any report .

Any help would be appreciated.


How to use .RESX file in HTML web resource

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Hi All,

How to use .RESX file in HTML web resource. I am getting below message. I am able to get the values in contact entity with out any issues. But facing issues only in HTML web resource.

SCRIPT5022: Web resource named new_mmessages not found in the system

Thanks in advance,

Pavan N

Can't add SLA for incident entity

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Hello. Can't add SLA for incident entity. Have 3 standart, but i want to create my own.

Plugin Registration - Register Assembly not working

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Downloaded the latest Plugin registration tool for my trial version, i can load the organization details but if i am trying register a new assembly the button does nothing. means no response from the button. 

I am running Plugin registration tool in my local machine.

Record limits for On Demand Workflow - CRM 8.2 (on prem)

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Hi smart people

I have a client who recently upgraded from 8.1 to 8.2 and there is an issue with an on demand workflow triggered from a Business Process Flow. The workflow only works on 10 records at a time. I thought the out of the box limitation was at least 250 records and 3rd party solutions could increase this limit even further.

Has anyone encountered this before? Tips or resolutions?

Error in importing an unmanaged solution

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I've exported the solution as an unmanaged solution and now trying to import it as an unmanaged solution into the same environment. I've tried twice and each time I got the same error. Attaching the snapshot below, please suggest what I can do to fix it?

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