Hello All,
I have my custom entity - source -- have the default view as My Active Sources
I need that My Active Sources view to be loaded in when user click on customer sitemap navigation - Imports
Can any one let me know is this doable loading view on custom sitemap navigation ?
Hello - I am wondering if it is possible to query child records with a workflow and perform an action if a condition is met? I know this is not possible OOTB, but is there a non-code way to accomplish this? I don't need to update the child records, I just want to be able to query them and if they contain a value, do something to the parent record such as add it to a marketing list.
I am also wondering if this is possible in other versions of CRM?
Thanks!
Hi Experts,
We have a multi-tenant CRM (version 8.2.2) setup with IFD and ADFS. There are 20 instances and everything work fine, but one thing, that we don't know which part of the setup is incorrect (I doubt that IFD and ADFS but we don't have access). Here is scenario:
Then we found the error message in the title on our IIS front end.
I would like to know anybody experience this type of issue, and how to identify the root cause.
Thanks,
Sam
Hi, I wanted to know how to make the On Premise CRM that you currently have use the Azure Active Directory. Will they have the steps that should be followed? or some link to be able to review please (I'm new to CRM On Premise).
I would appreciate it
Much like how opportunity products are copied to quote products when a quote is created, we want this functionality added for a custom entity (resource) that is also a child of opportunity and quote. So when a quote is created from the opp, copy the opportunity resources to quote resources. Is there a way to do this without plugins?
Hi All,
Standard Microsoft D365 solution fails with the following exception:
Import failed: Item has already been added. Key in dictionary: 'prvAppendmsdyn_solutionhistory' Key being added: 'prvAppendmsdyn_solutionhistory'.
Above exception I found from the D365 Org - Settings - Solution History and open one of the failed record.
Hi All,
I am trying to update a record on case entity. A field on case record needs to be updated with a value from another entity(labor rates) based on certain criteria. Below is the code I have used.
Entity PostEntity = (Entity)Context.PostEntityImages["POST_IMAGE"];
Entity a = (Entity)Context.InputParameters["Target"];
if (PostEntity.LogicalName != "incident")
{
return;
}
if (Context.MessageName == "Create" || Context.MessageName == "Update")
{
if (PostEntity.Attributes.Contains("new_sitecountry"))
{
string siteCountry = PostEntity.GetAttributeValue<string>("new_sitecountry");
string serviceProviderPreference = PostEntity.GetAttributeValue<string>("new_3rdpartyinstallationordealerreplacement");
int serviceProviderType = ((OptionSetValue)PostEntity["new_fieldactiontype"]).Value;
// Query the corresponding values from Labor rates entity
QueryExpression laborRateQuery = new QueryExpression("new_laborrates"); //Another Entity labor rates
ColumnSet rateColumns = new ColumnSet("new_country", "new_serviceprovidertype", "new_inspectionlaborrate", "new_cableinstalllaborrate", "new_replacementlaborrate", "new_laborratesid");
laborRateQuery.ColumnSet = rateColumns;
laborRateQuery.Criteria.AddCondition("new_country", ConditionOperator.Equal, siteCountry);
laborRateQuery.Criteria.AddCondition("new_serviceprovidertype", ConditionOperator.Equal, serviceProviderPreference);
EntityCollection rates = Service.RetrieveMultiple(laborRateQuery);
if(rates.Entities.Count == 0)
{
#if DEBUG
debugString += "\nRecord not found: ";
#endif
}
else
{
foreach (var v in rates.Entities)
{
Guid RateId = (Guid)v.Attributes["new_laborratesid"]; //primary key of labor rates entity
a["new_fieldactionlaborrate"] = new EntityReference("new_replacementlaborrate", RateId);
}
}
Service.Update(a);
After scratching my head for so long I am not able to find out why I am getting the error:
System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Incorrect attribute value type System.String (Fault Detail is equal to Exception details:
ErrorCode: 0x80040203
Message: Incorrect attribute value type System.String;
[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.TargetAttributeValidationPlugin]
[fc743e7d-fbea-4695-bdb9-7d78334c8474: TargetAttributeValidationPlugin]
TimeStamp: 2019-03-20T06:00:11.7932911Z
OriginalException: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Incorrect attribute value type System.String (Fault Detail is equal to Exception details:
ErrorCode: 0x80040203
Message: Incorrect attribute value type System.String;
[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.TargetAttributeValidationPlugin]
[fc743e7d-fbea-4695-bdb9-7d78334c8474: TargetAttributeValidationPlugin].
The fields "new_fieldactionlaborrate" and "new_replacementlaborrate" are whole number fields.
Thanks
Amrita
| Based on the date column will create dynamically(aggregate function I used) | Date from | 01-01-2016 | |||
| Date To | 31-12-2018 | ||||
| Report | 2016 | 2017 | 2018 | ||
| How to count the value based on the year (Count A) ????? | Count A | 1 | 2 | 3 | |
| =SUM(IIf(Fields!FieldA.Value<>"ABC",1,0)) how to check the year dynamically | Count B | 3 | 2 | 1 | |
| Total | 4 | 4 | 4 |
Hi,
I want to create a non-interactive user and I perform these steps:
1) Give user a CRM license
2) Wait for user to sync to CRM
3) Give user a systemadmin role
4) With another user set the user "Access Mode" to "Non-Interactive" and save.
5) Remove the CRM license
What happens is that the user that was set to "Non-Interactive" is changed back to "Administrative".
I have tried this on multiple environments and this keeps happening.
Am I doing something wrong? :)
Thank you in advance for you help?
Kind regards,
Michiel
Dear,
if got an Plugin which saves the actual Stage Name on incident into an custom field. This Works so far. My problem is that if someone changes the process from the ui, my plugin doesn't trigger. How should my step need to look for that?
Actual i'm looking for Update on my BPF entity on the attribute "activestageid". How ever, this works, if the process doenst switch.
Someone got an idea?
Hi,
I did create a Record Creation and Update Rule for Case which has been updated as it was failing some times.
Now, when I do Resume the failing workflow, it always takes the old version of the workflow even after publishing the changes.
Is that an expected behaviour? I would need to run the updated workflow (the Record Creation and Update Rule) for the failed records.
Thanks.
Hi All,
Since I did not get a response in the general forum, im posting the link here.
Appreciate if I can get any guidance on handling duplicates within different research studies
https://community.dynamics.com/365/f/761/t/313578
Thanks
Jag
We have a calculated total field that sums up 5 other numeric (5 decimals) fields. Not all fields have a value and can be empty.
That always worked well (empty fields are 0). However, today the total field is only calculated when all other fields have a value!!
Does anyone have a suggestion?
dear all
i have one "Action" which retrieves 6 EntityReferences from opportunity entity, this works fine if all 6 EntityReferences have values on the said opportunity, but if one of those field is empty, then i receive the following error:
Entity Reference cannot have Id and Key Attributes empty. If you contact support, please provide the technical details.
knowing that all parameters in the action are not "Required" by definition.
thanks,.
Hi,
We have a 3rd party team who provides us json object/string (multiple number of opportunities). We need to update that to CRM.
To achieve this, I am planning to develop a WCF service which takes the json object/string as input parameter.In that WCF service, i write code/method to create the opportunities using json object/string.
Could you please suggest me if there is any other better approach ?
Also, in the WCF service that I am planning to develop, can I use CRM Web Api ? or should I use only CRM organization service ?
Hi All,
I need to auto populate a field from the account entity into another entity - I'm currently looking at creating a workflow for this information to be added however i'm unsure how to create this?
I need the Account information for example contact details to be copied into another entity so when we select the existing account it will show all the contact details in the new entity.
Are you able to help? I'm not a professional at this so any help would be great!
Hi, I need to change the existing domain for my crm 2013 onpremise which is running with application on one server, database on another server and ssrs on another server, lets say for example if my crm, db and ssrs servers are with abc.com domain and crm url is https://crmtest.abc.com now all the servers are going to change to xyz.abc.com so my url should be accesible through https://crmtest.xyz.abc.com
So now what all steps I need to consider to make a smooth transition to new domain for my production environment.
Do I need to buy new CRM 2013 onpremise licenses?
How to do the User mapping to new domain users?
Kindly help!!!
Hello Everyone !
Hope all of you are well. I am trying to install "Dynamics CRM 2016 Language Pack" on azure virtual machine but following error is occuring.
"You cannot proceed with the installation because the language of the Language Pack, English (United States), you are trying to install is the same language as the Microsoft Dynamics CRM Server."
Can anyone tell me how to solve this ?
I have a custom "XRM" solution built on Dynamics 365. The solution consists of mostly custom entities. I am building a PowerApp for external users to input data. These users can be thought of as Contractors or Partners. The reason we have chosen PowerApps instead of a Dynamics Portal is that offline data capture is a requirement.
The situation I now find myself in is that in order to expose Dynamics 365 Data to these external users through a PowerApp, these users need a security role assigned in Dynamics. This means that they also have access to the default Dynamics 365 environment. I would like to prevent them from accessing Dynamics altogether, as I only want them to interact with Data through the PowerApp.
I have tried to give users minimal access (like only read on the custom entities) but it seems like i will have to copy an existing role and work from there
I currently see my only option as:
My questions are:
Is the CRM Cloud based product (not on premise CRM) available for running on Azure Stack?
Reason for this is for customers who must keep data on premise. Is this a potential solution for such?