Whenever I click on the dashboard the view is shrinking. can any one please help...!
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Data Import View Shrinks in Dashboard
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use Active Directory of Azure as authentication of crm on premise 2016
As I do so that AZURE AD, is related to a CRM On Premise.
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Import Error: Missing Pricelevel ID
Hey guys
I want to import price list item via Excel Import. I have a second organization where I exported the products, price lists and price list items.
Now, I imported the price lists and the products.
When I want to import the price list items, it comes the following error in the Import Window:
Error: Unexpected Error (Missing Pricelevel-ID)
Does anybody know how I can solve this? I Import a file with the Guids on the first three columns...
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How to change label text of entity list in CRM portal multi language scenario
Hi
I have entity list displayed in CRM Portal. How do I change the labels of the entity list header in a multi language scenario without changing it in translation xml.
I am calling a custom web template to launch the web page that contains entity list. I need to change the label heading based on the language code from the url. I am open to JS or liquid or snippet.
Thanks for all your help.
Thks
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BPF is moving to aborted state and not letting finish
Hello experts,
We just started facing an issue in our Business process flows.
We have 4 different business process flows for case entity. In each each BPF we have two options field which will trigger a workflow to complete the case as resolved based on the selection as "Yes".
This is mandatory field in last stage. Users usually select this as yes and used to click finish on BPF (what ever BPF they are in). This is working fine until recently we started facing below issue
Error:
"
Invalid change process status request. Current process status is Aborted, which cannot transition to Finished
"
My analysis showed that the moment case is resolved, process is getting aborted and not letting the user to finish it. However this used to work before.
Any help appreciated
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why have product families if I can't apply discounts to them?
Never mind that. I see that I can hang a discount list on a Price List Item, but I don't want to maintain all of that. I want to hang it on the "Price List Family". Seems as family is just a parent class of product or bundle (isn't a bundle just a family impersonating a product? -- no, because products can belong to more than one bundle) there should be the family-to-discount list relationship in the pricing mechanism. No? Future feature?
Is it going to require custom coding to apply a discount list to an entire family?
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CRM Not deleting old Web Resource
Hello, I have a problem that the CRM is still trying to perform a function through a WebResource, but I deleted the function, along with the cache (3 times), the cookies and all browsing history etc.
I event restarted my computer and tried moving to Firefox from Chrome.
What I basically did was write a JS function which copies the Account's phone number attribute to the Fax number in case it's empty.
(course exercise) and I received an error alert that said that the function is undefined - AFTER I deleted it from the WebServices and from the Form Properties.
The error changed a few minutes ago to this:
@blissth.crm4.dynamics.com/.../ClientApiWrapper.aspx line 160 > eval:1:1
RunHandlerInternal@blissth.crm4.dynamics.com/.../ClientApiWrapper.aspx
RunHandlers@blissth.crm4.dynamics.com/.../ClientApiWrapper.aspx
ExecuteHandler@blissth.crm4.dynamics.com/.../ClientApiWrapper.aspx
$Dp_1@blissth.crm4.dynamics.com/.../formcontrols.js
executeHandler@blissth.crm4.dynamics.com/.../formcontrols.js
executeHandlerByDescriptor@blissth.crm4.dynamics.com/.../formcontrols.js
getHandler/<@blissth.crm4.dynamics.com/.../formcontrols.js
getHandler/<@blissth.crm4.dynamics.com/.../global.ashx
fireOnChange@blissth.crm4.dynamics.com/.../formcontrols.js
setValueInternal@blissth.crm4.dynamics.com/.../formcontrols.js
setValue@blissth.crm4.dynamics.com/.../formcontrols.js
$49_2@blissth.crm4.dynamics.com/.../formcontrols.js
Function.createDelegate/<@blissth.crm4.dynamics.com/.../MicrosoftAjax.js
b@blissth.crm4.dynamics.com/.../MicrosoftAjax.js
Any idea what's going on?
The error occurs every time I try to change the Phone Number.
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jQuery Treeview render JSON data
Hello all,
I am trying to parse the data from dynamics (XMLHttpRequest) using jQuery and this is the format it is providing me
@odata.etag: "W/"3016650""
createdon: "2019-03-19T14:10:53Z"
importsequencenumber: null
modifiedon: "2019-03-19T14:10:53Z"
msdyn_customerassetid: "82cdb8cd-504a-e911-a958-000d3a124c2c"
msdyn_latitude: null
msdyn_longitude: null
msdyn_name: "Child 1"
overriddencreatedon: null
statecode: 0
I would like to parse this data with Parent/Child relation on the following format to display a Treeview control in Dynamics. Can someone please help me how to do this?
var products = [{
id: "1",
text: "Stores",
expanded: true,
items: [{
id: "1_1",
text: "Super Mart of the West",
expanded: true,
items: [{
id: "1_1_1",
text: "Video Players",
items: [{
id: "1_1_1_1",
text: "HD Video Player",
price: 220
}, {
id: "1_1_1_2",
text: "SuperHD Video Player",
price: 270
}]
}, {
id: "1_1_2",
text: "Televisions",
items: [{
id: "1_1_2_1",
text: "SuperLCD 42",
price: 1200
}, {
id: "1_1_2_2",
text: "SuperLED 42",
price: 1450
}, {
id: "1_1_2_3",
text: "SuperLED 50",
price: 1600
}, {
id: "1_1_2_4",
text: "SuperLCD 55",
price: 1350
}, {
id: "1_1_2_5",
text: "SuperLCD 70",
price: 4000
}]
}
}];
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How to register plugins for email entity
While i click the email send i have triggered the plugin with post condition and message as send and setEntity to trigger plugin to update current email sending activity date in the custom field as last activity. While i send normal mail it triggers, if i send with attachment in email this plugin not getting triggered.
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Route Queue Item: Disable option to "Also remove the item(s) from the Queue"
Goal: Prevent anyone to remove Items from Queues.
Pitfall: In queues, when we click on "Route" button, and then select "User", there is a checkbox that allows that.
If anyone encountered this problem and managed to remove/disable this option, I'm all ears :)
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Dynamics 365 Portal Performance
We are planning to upgrade from Dynamics CRM 2013 to Dynamics 365. This may also include migrating from ADX portals to Dynamics 365 portals. Other than migration issues I saw people questioned about portal performance
https://community.dynamics.com/365/f/761/t/271632
and later Microsoft release notes for October 18 states that they have done something to improve performance
That means there were some issues with performance. Since there is no performance documentation available https://community.dynamics.com/365/f/761/t/271632
Could people who have recent experience with Dynamics 365 Portal please share their experince about portal performance.
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Security Role Entity - Customization
Hi Experts,
Clients want a Security Role view that only displays the name of the Security Role and would like some Role to be not visible on the view. I am checking the Security Role entity but it is not possible to Create a new view or Update an existing view. I have a System Administrator Role.
Would like to know why can't I edit the Security Role Entity. Is it because it is a Managed Entity? What are the other Entity we can't customize in CRM/365?
Any info or links will be greatly appreciated. Thanks in advance.
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Storage Limit
Hi,
We are currently well over our storage limit in D365. We are trying to bring this down by removing audit logs and looking at other options...
My question is - looking at organisation insights and I can see our AuditBase is using 9GB of data and the only audit partition in the system is the size of 5GB. Is the Auditbase directly related to the Audit partitions in D365?
Also when I have deleted 3GB worth of Audit logs, organisation insights is showing that storage used has gone down by 6GB
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Open the related entity tab on load of the Customer page in D365
Hi All,
We have a requirement when we open the customer record in Dynamics 365 it should open the related entity (survey response). We need to do this on load of the customer page. Attached the sample image.
Can someone help me out for this.
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importing base solution failed
Hi there, I'm new to CRM and looking for some help with a few issues
1) I work with CRM 2011 on premises. I was importing managed solution to test environment and the process is failed with the error: process can't be activated or deactivated. name of the failed process: Contact outlook Filed Synchronization. I do not have any processes under process center.
2) I'm not able to overwrite UAT CRM database with production copy it gives error that exclusive access could not be obtained bcs the database is in use. I tried killed process and single mode, nothing works. wondering if that somehow relates to point 1)
how do I fix both issues? thank you
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Solution import error
I made a full copy of a sandbox instance to create a Test instance.
The Dev instance has a Solution = Sample1(Unmanaged).
I added a new entity to this solution and some fields/form edits and trying to import in Test instance.
But getting an error while import which isnt related to the new entity added but Case entity.
Here's the error that I am getting(The field it is complaining about is a DateTime field (Calculated)):
An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics 365 Community for solutions or contact your organization's Microsoft Dynamics 365 Administrator. Finally, you can contact Microsoft Support. : Microsoft.Crm.CrmException: You can only use a Date Only type of field. at Microsoft.Crm.Workflow.Utils.SharedUtility.ThrowException(ErrorCode code, Object[] args) at Microsoft.Crm.Workflow.Validators.SetAttributeValueStepValidator.ValidateAssignmentApplicability(ExpressionBase expression) at Microsoft.Crm.ObjectModel.Validations.CalculatedFieldValidationVisitor.VisitConditionStep(ConditionStep conditionStep) at Microsoft.Crm.ObjectModel.Validations.CalculatedFieldValidationVisitor.VisitWorkflowStep(WorkflowStep workflowStep) at Microsoft.Crm.Metadata.AttributeService.ValidateFormulaDefinitionContentBySourceType(AttributeDescriptionPropertyBag attribute, WorkflowStep formula, ExecutionContext context, Boolean ignoreInvalidAttributes) at Microsoft.Crm.Metadata.AttributeService.ProcessSourceTypeRules(AttributeInfo attributeInfo, MetadataBusinessEntity existingAttributeData, ExecutionContext context) at Microsoft.Crm.Metadata.AttributeService.ValidateForUpdate(AttributeInfo attributeInfo, MetadataBusinessEntity existingAttributeData, Boolean isSystemAttributeCreate, ExecutionContext context, MetadataHelper metadataHelper) at Microsoft.Crm.Metadata.AttributeService.<>c__DisplayClass80_0.<UpdateInternal>b__0() at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action, IEnumerable`1 additionalCustomProperties) at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action) at Microsoft.Crm.Metadata.AttributeService.UpdateNoPrivilegeChecks(Guid attributeId, AttributeInfo attributeInfo, ExecutionContext context, MetadataHelper metadataHelper, Boolean mergeLabels) at Microsoft.Crm.Metadata.AttributeService.Update(Guid attributeId, AttributeInfo attributeInfo, Boolean mergeLabels, MetadataHelper metadataHelper, ExecutionContext context) at Microsoft.Crm.Tools.ImportExportPublish.ImportCalculatedFieldHandler.ImportItem()
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How to hide views in advance find, system entity view
Hi!
Is there a way to hide a view in advance find, system entity view etc.. BUT will the view be used to one of the subgrids? Client doesn't want to many views and they just requested a particular view in a subgrid.
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Microsoft Dynamics CRM Setup
Hello Everyone!
Hope all of you are well. Can any one tell me from where i download Microsoft Dynamics CRM Setup for windows server 2012 R2. Pic is following
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Assign Entity from Code Activity- Entity Reference cannot have Id and Key Attributes empty
Hi All,
I'm in CRM online, 9.0. When I try to assign entity(opportunity) to some user, I got the exception bellow. I got the exception regardless if I use Update or AssignEntity Message (which is now deprecated). I'm quite sure there is no empty entity reference because I logged Id and logicalName of the EntityReference. Also if I run the code from my desktop application there is no error. There is no error if I assign entity manually to the same user through UI. The workflow is run under System Administrator authority. The user to who I assign is System Administrator.
This is the code:
QueryExpression query = new QueryExpression();
query.EntityName = "opportunity";
query.ColumnSet = new ColumnSet(new string[] {
"ownerid" //, "owningteam", "owninguser" I tried also fetching these two attributes and adding them to opportunity before the update
}
);
FilterExpression criteria = new FilterExpression(LogicalOperator.And);
//....some criteria modification
query.Criteria = criteria;
query.Orders.Add(new OrderExpression("createdon", OrderType.Descending));
query.TopCount = 1;
var ec = OrgService.RetrieveMultiple(query);
if (ec?.Entities?.Count != 1) return false;
try
{
Entity lastOpportunity = ec.Entities[0];
// I retrieve all fields of the opportunity because so it is made in Microsoft sample for assigning entity. But it doesn't work also if I create entity and add only OwnerId to the Entity(with or without owningteam and owninguser.
Entity e1 = OrgService.Retrieve("opportunity", opportunityId, new ColumnSet(true));
e1.Attributes["ownerid"] = new EntityReference(((EntityReference)(e1.Attributes["ownerid"])).LogicalName, ((EntityReference)(e1.Attributes["ownerid"])).Id);
// tried also this:
// e1.Attributes["ownerid"] = lastOpportunity.Attributes["ownerid"];
// and this
// e1.Attributes["ownerid"] = new EntityReference( ((EntityReference)(e1.Attributes["ownerid"])).LogicalName, ((EntityReference)(e1.Attributes["ownerid"])).Id);
OrgService.Update(e1);
return true;
}
catch(Exception ex)
{
Logger.Trace(ex);
}
Exception thrown by the Update is this:
Entity Reference cannot have Id and Key Attributes empty. at
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 Microsoft.Crm.Sandbox.SandboxOrganizationService.Execute(String operation, Byte[] serializedRequest, Object sandboxTraceSettingsObj)
at System.Runtime.Remoting.Messaging.StackBuilderSink._PrivateProcessMessage(IntPtr md, Object[] args, Object server, Object[]& outArgs)
at System.Runtime.Remoting.Messaging.StackBuilderSink.SyncProcessMessage(IMessage msg)
Exception rethrown at [1]:
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.ISandboxOrganizationService.Execute(String operation, Byte[] serializedRequest, Object traceSettings)
at Microsoft.Crm.Sandbox.SandboxOrganizationServiceWrapper.ExecuteInternal(OrganizationRequest request)
at myFunction(myFunctionParameters
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Dynamics 365 Portals and SharePoint Integration - global area
Hi community
D365 Portals has now the ability to integrate with SharePoint which is great.. but I am wondering if it would be possible to display a page in the portal to act as a global area to download the files within SharePoint?
any ideas?
thanks
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