Confirm if Azure DB would be updated as part of CRM clean deployment, does all the data which is synced till now gets deleted from Azure DB as part of deployment.
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Data Export Service
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Field Service Schedule Board not working with unified interface disabled?
Hi,
I have an issue that the field service schedule board is not working with unified interface disabled.
I have turned off the unified interface, due we cannot work with this in our company.
However there is an issue loading the schedule board. I had to edit the legacy Dynamics 365 sitemap to access is, since it apparently is a separate url, and not an entity. And it's only added as default to the unified interface...
This is the error i'm getting when assessing it..
If I clock "ok" it just loading forever...
I have added it to sitemap by copying the xml from the unified sitemap and adding it to the legacy dynamics 365 sitemap..
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Display multiple value from check boxes in a single cell in reports - CRM SSRS report builder
Hi,
I'm very new in SSRS and have limited knowledge on expressions in reports
I have multiple check box in CRM, in which each check box is a field and has a data type of two options.
What I need to do is get the checked fields and display it on a single cell separated by a comma.
Can I do this without creating any queries ng SQL, just expressions or calculated field in the report builder? and please guide me how.
Thanks!
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Unified view with old lookup views on records?
Hi,
Is it true that when I use the unified view that when I click on a lookup field that I don't have access to the "Look up more records" where I can change the view and see several more columns that are added to the selected view.
The below is extremely confusing if you have many records, and the overview is much better on the old legacy design. Where you could see many columns the same time before selecting the record... I would say that the unified view is useless and ineffective.
Can I get the old "Look Up more records" back while keeping the unified view?
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Using MS FLOW to send emails from CRM
Hi,
I need to use MS Flow to send out emails using CRM. Basically create an email activity and send that email from CRM and not FLOW. Is there any way to achieve this without using CRM Web API?
Thanks in advance.
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CertificateReconfiguration.ps1 access is denied when running the script
I'm running the power shell script as admin
My user is local admin. The CRM service account is local admin and SA on the SQL server instance
In the script I've specified the CRM service account and i made sure that it has read access/private keys to the certificate that is installed on the crm server/iis.
CRM is working, IFD is working.
I have run the script in the past without this issue. The certificate has expired and i'm trying to update with a new certificate with a different name if this could be the cause?
Set-CrmCertificate : Source : mscorlib
Method : HandleReturnMessage
Date : 3:51:35 PM
Time : 6/3/2019
Error : Message: Access is denied.
ErrorCode: -2147187707
Stack Trace :
======================================================================================================================
Inner Exception Level 1 :
==DeploymentServiceFault Info=========================================================================================
Error : Access is denied.
Time : 6/3/2019 1:51:35 PM
ErrorCode : -2147187707
Date : 3:51:35 PM
Time : 6/3/2019
Error Items:
======================================================================================================================
At C:\Program Files\Microsoft Dynamics CRM\tools\CertificateReconfiguration.ps1:198 char:3
+ Set-CrmCertificate -CertificateType $certificateType -DataFile $script:tempPub ...
+ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+ CategoryInfo : InvalidData: (Microsoft.Crm.P...rtificateCmdlet:SetCrmCertificateCmdlet) [Set-CrmCertifi
cate], FaultException`1
+ FullyQualifiedErrorId : CRM Deployment Cmdlet Error,Microsoft.Crm.PowerShell.SetCrmCertificateCmdlet
[06/03/2019 15:51:35] Source : mscorlib
Method : HandleReturnMessage
Date : 3:51:35 PM
Time : 6/3/2019
Error : Message: Access is denied.
ErrorCode: -2147187707
Stack Trace :
======================================================================================================================
Inner Exception Level 1 :
==DeploymentServiceFault Info=========================================================================================
Error : Access is denied.
Time : 6/3/2019 1:51:35 PM
ErrorCode : -2147187707
Date : 3:51:35 PM
Time : 6/3/2019
Error Items:
======================================================================================================================
[06/03/2019 15:51:35] Fail to configure Microsoft Dynamics CRM to use the specifed certificate.
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Feedback on WebResource removal and Managed Solutions
Hello, looking for some feedback about removing Web Resource files and Form property references and event handles from various managed solutions.
We have multiple managed solutions with web resources, that we want to remove all them. from what i understand, the only approach to remove the web resources from the managed solution is to clone the managed solution, increasing their version number, remove the files from the managed solution, then re-apply changes.
what we would like to do is get rid of all the web resource files (old web resources) and their references, and place updated versions in a new solution. then manage the solution with patches going forward.
is there any easier way of accomplishing this, without touching all the original managed solutions.
thanks in advance
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Entitlement Entity: Why is IsValidForUpdate = true for EntitlementTemplateId
Hi,
I just started evaluation of Dynamics CRM and I'm currently playing with entitlements and entity metadata.
I installed the MetaDataBrowser and noticed that IsValidForUpdate is true for the EntitlementTemplateId property of Entitlement. I think this does not make much sense. Therefore I added the EntitlementTemplateId property to the Entitlement form. Now EntitlementTemplate can be selected when creating new Entitlements (of course without an effect, because I have to use 'New from template...' instead), but after the Entitlement is saved, the EntitlementTemplate property is read-only.
Why is it read-only albeit IsValidForUpdate returns true? Are there other possibilities to mark a property as read-only after initial save?
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Having trouble with a custom link to an associated view
The requirement is to place a link on a form to an associated view.
I have done this and am getting the associated view. What I would like is to include the full navigation experience and open the link in the parent window to provide a more seamless feel.
At the moment I am using a new tab and I can see the user being confused by the new window and lack of navigation bar,
To clarify, this is the colourful navigation bar with the company logo and breadcrumb etc. as opposed to the view specific filter, search and buttons.
I have something likethis https://MYCRM/userdefined/areas.aspx?oId={E27689CB-85FC-DB11-84BD-00188B3EB410}&oType=1&security=852023&tabSet=incident_customer_accounts&rof=true&inlineEdit=1&pagemode=iframe
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Assign a Column value to a Variable CRM Source
Hi,
I have a CRM application and i am pulling data using FETCH XML wrinting in Kingsway soft CRM source Editor (SSIS).
I am trying to save the value in a variable and use in later dataflow or connection manager set up for destination. I am having trouble assigning values to variable. Please help me on this.
I tried using below.
<fetch version="1.0" mapping="logical" aggregate="true">
<entity name=@[User::tablename]>
<attribute name=@[User::ColumnName] alias=@[User::tableAlias] aggregate="countcolumn" />
</entity>
</fetch>
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Printing list of Process Steps v9 On-Prem
I am attempting to print a list of Steps in Processes.
Using v9 On-Prem, I have a rather lengthy Process using over 70 steps.
I have the same Process in CRM 2011. In 2011 I can print the list of steps.
I would like to print the list of steps from v9 if possible, but I am seemingly missing something and cannot do this.
Is this possible?
Thank you
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Using Site Map Default Area Icons on New Area
I am trying to re-purpose the default Area icons in the site map for new Areas and I am unable to just copy and paste them. Aside from renaming and replacing everything in the default area, is there any way to get the icon in a new area? For example, the Sales Icon is listed in the icon field as /_imgs/NavBar/ActionImgs/NavTile_icon_Sales_85x71.png, but I can't see that as an icon option for other areas. The sales Icon looks like this 
.
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Passing param to ssrs fetchxml from Dynamics 365
I have a report that is currently using a Fetch Xml to grab data. I need to pass a parameter into that xml so it grabs the specific record I need for the report. How do I go about doing this?
I have followed https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2013/crm.6/gg328288(v=crm.6) as best as I could but it does not tell me where to place the <QueryParameters> and the<ReportParameters>. I placed them in the main Fetch Xml but they did not work, I tried to use them as an expression on the parameter but it did not work either.
Is there another way to pass a parameter to my ssrs report?
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MSC CRM 2015 impact of knowledge base on the performance
Hello guys,
in msd crm, is it possible to check the space used by the articles in the knowledege base?
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Updating certain entities throws error about not being able to update
Hello, I am making a program that updates all chosen records from a large pool of entities. Everything works, except for certain entities are giving me an error: System.ServiceModel.FaultException1: the entity cannot be updated. I've tried to look for a property such as "Attribute.IsValidForUpdate" but there doesn't seem to be one for Entities. Does anyone have any suggestions?
Thanks
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{"Object reference not set to an instance of an object."} Dynamics 365
Hello,
Getting the following error:
| Name | Value | Type | |
|---|---|---|---|
| ◢ | ex | {"Object reference not set to an instance of an object."} | System.Exception {System.NullReferenceException} |
when hits Join line. What is the best way to debug the code below?
Here is my code.
var expiredDAinstitution = (from ins in context.AccountSet.AsEnumerable()
join da in context.aest_designationagreementSet.AsEnumerable()
on ins.Id equals da.aest_institutionaccount_account.Id
where ins.aest_designationstatus.Value == (int)Account_aest_designationstatus.Designated
group da by da.aest_institutionaccount_account.Id into groupnew
select groupnew.OrderByDescending(t => t.aest_expirydate).FirstOrDefault()
).ToList();
Thanks.
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StringMap attributes in CRM 2011
Hi there,
I was applying updates to production by Importing Solution with Customizations. Turned out that StringMap attributes got updates as well. StringMap attributes were update on production opnly and not in dev version.
My question is how to avoid in the future and how do I fix it now? I have a production database copy prior applying changes.
thank you
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Dyanmics CRM 365 Developer Toolkit SDK-V9.0 for VS 2017
Hello All,
Has anyone used Developer toolkit for sdk dll V9.0? I referred to tweak mentioned in blog https://alphabold.com/guide-to-install-microsoft-dynamics-365-developer-toolkit-extension-into-visual-studio-2017/
But it seems working only for Dynamics CRM 365 Sdk-V8.0, not working for V9.0. This could be because earlier toolkit built on .net framework 4.5.2. Please suggest if we have any tweak to make it work for V9.0.
Thanks!
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What is default time for SQL Server Timeout for querying records in advance find?
Hi All,
Good day!
We are using Dynamics CRM Online and can someone please let me know what is the default timeout setting for querying in advance find?
For some reason I am experiencing SQL Server Timeout error whenever I query in my advance find. If you can provide some Microsoft articles stating the default time that would be good so I can relay it on our client as well.
Thank you!
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Blank dialog pop-up error shows randomly whenever accessing to and from "Account" entity
We are having random blank dialog popup error whenever we click (X) or close the Account entity. This can also happen for some scenarios in Account entity like navigating to the related relationship records then going back to Account entity. Happening in different browsers and already cleared cache and cookies but still happening,. Are there any known issues with this?
I'm having a hard time fixing the issue since it is intermittent and doesn't provide any error logs.
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