Hi All,

I have a workflow in On prem that auto send emails periodically, and this needs to attach a report as PDF. Now I need to do it in D365 online.
This report is from an .rdl file imported to Dynamics 365 (online).

Most of the samples I saw is via javascript and on-premise, and have not found some example for D365 online via C#.
Question: Is it possible to auto generate it to PDF via C#?

Thank you all in advance.

Regards,
Chid

Hi,

Create CRM user using Power Shell in Dynamics 365 CRM. Please share complete code.

Any prerequisite for Power shell.

We need to create tool which creates ADD and Remove CRM User from Dynamics 365.

Thanks,

Abhishek Srivastava

Hi all,

We need to limit the quick view selection to certain views only on the hierarchy page upon click of the ellipsis. Please see screenshot. Is this possible?

Thank you  in advance!

Hi

Our client is at Dynamics 365 v9.0.5.5 On-Premise. I find a lot of blogposts describing that it comes with the Unified Interface.
Meanwhile, after our upgrade we are still on the legacy interface and I cannot find an option to enable the UI somehow. 

Here and there I also find screenshots, but it's always from the Customer Service hub or Interactive Service hub. Is it possible that the UI is only availible for these screens but not for the whole CRM?

Thanks in advance for the help.
Kind regards

Sven V. 

Hi,

I have given up trying to use filtering subgrid using javascript. This just does not work after reading many request for answers.

So, I decided to go down the road using an "Action" to trigger a plugin that will create a new view or update an existing view to handle my filtering that is being used in a form subgrid.

I have read the below link. Seems like everyone is pointed to this link.  This works great. 

Modify CRM View Query or Filter Criteria on Demand Dynamically using Plugin Retrieve (by Aileen Gusni)

(https://community.dynamics.com/crm/b/misscrm360exploration/posts/modify-crm-view-query-or-filter-criteria-on-demand-dynamically-using-plugin-retrieve)

However,  I need to be able to update the subgrid view based on the users login.  The user could call the same view more than once in the form subgrid changing the filter.

This works with only 1 user if I update the existing view.  But how can I get this to work with more than 1 user user login to the same form subgrid.

For example my default subgrid view is "Case Form Inline Edit View".  If there are 2 users that login to the same form subgrid I want to be able to have user 1 have it's "Case Form Inline Edit View" and user 2 has it's "Case Form Inline Edit View".  Same view but with different filter criteria that would change in the form subgrid.

Is there a way to do this.

1) Is there a way to update the default view base on a user.

2) Can I change the default view dynamically

3) What are my options

I have created some views which are being used in a dashboard. The views show ok for me but the users I have shared the dashboard with are getting the following message - Can not retrieve view's metadata.

What does this mean?

Hello Experts,

Is there a restriction to map Party to Contact in a N:1 relationship ? 

Rationale : In the Appointment entity, we use two distinct set of contacts - One smaller subset called the facilitators (contact lookup)  and another the out of the box "Required Attendees" which is by default mapped to Parties (contacts). In default mapping, the ContactID gets mapped to Facilitator and when attempted to map to Parties, it generates standard error. 

Any thoughts ?

Reg,

Sudhir

I'm creating a Service Agreement that will generate a word template with the Client details and line item pricing but can't add a quote to the Service Agreement.

I would ideally like to create quote templates that I can add to each Service Agreements that then are updated with the appropriate hours of service to be included.

So Quote A has 3 line items with set prices; Quote B has 4 line items with set prices; Quote C has 5 line items with set prices. All quotes have variable hours depending on the clients requirements.

The Service Agreement is then sent to the client, signed and returned before bookings can be created for the service delivery.

In the Service Agreement Assessment section there is a section for Contracts and Quotes but no means to add or select a Quote or a Contract. 

Is there something I'm missing, do I need to link something else? 

Thanks,

Dave

I've tailored a Service Agreement form with various fields from the Service Agreement Entity adding some custom fields

I have the field of Registration Group with selectable options of A, B & C

I have a custom field of Service Type with drop down options of: AA1; AA2; BB1; BB2; CC1; CC2

I want to have a cascading drop down in the Service Type field after the Registration Group is selected.

How would I do this and where would I map the relationships between A with AA1 & AA2     B with BB1 & BB2      C with CC1 and CC2

Can I do this with a Business Rule?

cheers,

Dave

Hi Community

Looking to identify the last Order ID, Last Order Value and first product of the last order. Ideally would need to do this in Company (Account) entity and Customer (Contact) entity.

Have created a field LastOrderDate (both Company (Account) entity and Customer (Contact) entity) to identify date of last order.

Can not see a First or Last aggregate function, so cannot see how to do this as either a rollup or calculated field.

Is it possible to do this?

I'm administering  on premise instance of MS dynamics 365 V8 .  this instance contains a plugin that sync data to a FileNet instance using SOAP call .  this process has been working in production for several year. recently our server administrator has implemented a new security protocol to turn on the "xframe-option = DENY".  after this change all calls to the server are return the following error :

• MS Dynamics on premise V8.2
• Vendor API call within C# plugin
• Plugin is registered in the Sandbox

Iwant to set custome name serial to account name when create the account using plugin on Create message

Our client uses Genesys Call Center Solution.

We have to integrate the call center solution from interactive intelligence (CIC) with MS Dynamics 365 online.

Please suggest whether this is possible through D365 online and how?

Any api/connector available for the purpose?

Please help.

Hi All,

Is there any possibility to add custom fields in project entity so that it can be visible under "Add Column" list with the custom fields.

I have created some field & added in the form but not able to see under Add Column list, its only showing the OOB fields.

Where can we have option to add ?

Thanks,

Jharana

Hello,

We are wanting to lock our database down to read only so that the users can still see the data just can't make any changes while we perform the upgrade to D365.  When I had my DB team make the database as read only, I then couldn't even get to the environment to see anything.  So my question is, how can I have the database as read only and still get into CRM for that environment to see the data.  Or, can we not do this and the users will just have to wait until the upgrade is complete?

Thank you.

Hi all ,

My requirement was, When a case is created and there were no activity(activity includes update any field of case or any activity created or closed for the case) done  on this case for 5 mint , then we should send email to case owner. 

I have used workflow to trigger email after 5 mint of case creation. To check any case filed is modified or not or any custom activity created or not , I have used plugin. But sometime i got "An unexpected error occurred""

error details: 

{[-]
       ClassName: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]
       Data: null
       ExceptionMethod: 8 RetrieveMultiple Microsoft.Crm.Extensibility, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35 Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal Microsoft.Xrm.Sdk.EntityCollection RetrieveMultiple(Microsoft.Xrm.Sdk.Query.QueryBase, Microsoft.Crm.Extensibility.CorrelationToken, Microsoft.Crm.Sdk.CallerOriginToken, Microsoft.Crm.Performance.WebServiceType, Boolean)
       HResult: -2146233087
       HelpURL: null
       InnerException: null
       Message: An unexpected error occurred.
       RemoteStackIndex: 0
       RemoteStackTraceString: null
       Source: Microsoft.Crm.Extensibility
       StackTraceString: at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.RetrieveMultiple(QueryBase query, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode) at Microsoft.Crm.Extensibility.InprocessServiceProxy.RetrieveMultipleCore(QueryBase query) at CCAS.CRM.Plugins.CaseCheckActivity.GetActivityDetails(String linkEntity, String sActivityId, CCContext ccContext)
       WatsonBuckets: null
       action: null
       code: [ [+]
       ]
       detail: { [-]
         ErrorCode: -2147220970
         ErrorDetails: [ [+]
         ]
         InnerFault: { [-]
           ErrorCode: -2147220970
           ErrorDetails: [ [-]
           ]
           InnerFault: null
           Message: System.InvalidOperationException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #F4BB49E4
           Timestamp: 2019-07-26T13:11:09.7003572Z
           TraceText: null
         }
         Message: An unexpected error occurred.
         Timestamp: 2019-07-26T13:11:09.7003572Z
         TraceText: null
       }
       messageFault: null
       reason: [ [+]
       ]
     }

what could be  issue ? 

workflow images :

and plugin code : 

using System;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using SL = CCAS.CRM.SplunkLogger;

namespace CCAS.CRM.Plugins
{
public class CaseCheckActivity : IPlugin
{

/// </summary>
public IOrganizationService OrgService
{
get;
private set;
}

/// <summary>
/// Tracing Service
/// </summary>
public ITracingService TracingService { get; private set; }

private const string _className = "CaseCheckActivity";

SL.SplunkLogger splunkLog = new SL.SplunkLogger();

public void Execute(IServiceProvider serviceProvider)
{
CCContext ccContext = null;
try
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
ccContext = new CCContext(context, serviceProvider);
TracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
var service = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
OrgService = service.CreateOrganizationService(context.UserId);
ccContext.WriteContextToLog(_className, CCContext.LogPoint.Entering);
Entity CallingEntity = (Entity)context.InputParameters["Target"];

bool flag = GetAssociatedActivities(CallingEntity, ccContext);

if (flag == true)
{
CallingEntity["new_lastactivity"] = System.DateTime.Now;
}
}
catch (Exception ex)
{
if (ccContext != null)
{
ccContext.WriteException(ex.Message, ex);
}
}
finally
{
if (ccContext != null)
{
ccContext.WriteContextToLog(_className, CCContext.LogPoint.Exiting);
ccContext.SaveLog();
var data = new SL.LogData
{
LogName = "**************",
Severity = SL.LogLevel.Info,
Message = ccContext.LogBuilder.ToString()
};
ccContext.WriteSplunkLog(data);
ccContext = null;
}
}
}

/*
4201 Appointment
4202 Email
4204 Fax
4206 IncidentResolution
4210 PhoneCall
4212 Task
*/
private bool GetAssociatedActivities(Entity regarding, CCContext ccContext)
{
bool flag = false;
try
{
QueryExpression query = new QueryExpression { EntityName = "activitypointer", ColumnSet = new ColumnSet(new string[] { "activitytypecode", "createdby", "modifiedby", "isworkflowcreated" }) };
query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, regarding.Id);
EntityCollection collection = OrgService.RetrieveMultiple(query);

if (collection.Entities.Count > 0)
{
foreach (Entity activity in collection.Entities)
{
string _activityTypeCode = (string)activity.Attributes["activitytypecode"];
string _sactivityId = activity.Attributes["activityid"].ToString();
bool isWorkflowCreated = (bool)(activity.Attributes["isworkflowcreated"]);

if (!isWorkflowCreated)
{
string activityDetails = GetActivityDetails(_activityTypeCode, _sactivityId, ccContext);
string sActivitySource = activityDetails.Split(',')[0];
string activityModified = activityDetails.Split(',')[1];

if (activityModified == "True") // check system activity modified by users for origin VIMS and gateway
{
flag = false;
break;
}
else if (sActivitySource == "0") // when new activity is created
{
flag = false;
break;
}
else
{
flag = true;
}
}
}
}

}
catch(Exception ex)
{
if (ccContext != null)
{
ccContext.WriteException(ex.Message, ex);
}
}
return flag;
}

private string GetActivityDetails(string linkEntity, string sActivityId, CCContext ccContext)
{
string activitySource = "";
OptionSetValue ActivitySourceCode = new OptionSetValue();
bool activityModified = false;
QueryExpression query = new QueryExpression("activitypointer");
query.ColumnSet = new ColumnSet("activitytypecode", "createdby", "modifiedby");
LinkEntity lnkEntity = new LinkEntity("activitypointer", linkEntity, "activityid", "activityid", JoinOperator.Inner); // TASK Has to be dynamic value
lnkEntity.Columns = new ColumnSet("new_activitysource", "createdon", "modifiedon");
lnkEntity.EntityAlias = linkEntity; // TASK Has to be dynamic value
query.LinkEntities.Add(lnkEntity);
query.Criteria.Conditions.Add(new ConditionExpression("activityid", ConditionOperator.Equal, sActivityId));

try
{
var result = OrgService.RetrieveMultiple(query);
foreach (Entity entity in result.Entities)
{
switch (lnkEntity.EntityAlias)
{
case "task":
ActivitySourceCode = entity.Contains("task.new_activitysource") ? (OptionSetValue)(entity["task.new_activitysource"] as AliasedValue).Value : new OptionSetValue();

DateTime dtTaskCreatedOn = (DateTime)(entity["task.createdon"] as AliasedValue).Value;
dtTaskCreatedOn = dtTaskCreatedOn.AddSeconds(-dtTaskCreatedOn.Second);

DateTime dtTaskModifiedOn = (DateTime)(entity["task.modifiedon"] as AliasedValue).Value;
dtTaskModifiedOn = dtTaskModifiedOn.AddSeconds(-dtTaskModifiedOn.Second);

activityModified = dtTaskCreatedOn == dtTaskModifiedOn ? false : true;
break;
case "phonecall":
ActivitySourceCode = entity.Contains("phonecall.new_activitysource") ? (OptionSetValue)(entity["phonecall.new_activitysource"] as AliasedValue).Value : new OptionSetValue();

DateTime dtPhonecallCreatedOn = (DateTime)(entity["phonecall.createdon"] as AliasedValue).Value;
dtPhonecallCreatedOn = dtPhonecallCreatedOn.AddSeconds(-dtPhonecallCreatedOn.Second);

DateTime dtPhonecallModifiedOn = (DateTime)(entity["phonecall.modifiedon"] as AliasedValue).Value;
dtPhonecallModifiedOn = dtPhonecallModifiedOn.AddSeconds(-dtPhonecallModifiedOn.Second);

activityModified = dtPhonecallCreatedOn == dtPhonecallModifiedOn ? false : true;
break;
case "email":
ActivitySourceCode = entity.Contains("email.new_activitysource") ? (OptionSetValue)(entity["email.new_activitysource"] as AliasedValue).Value : new OptionSetValue();

DateTime dtEmailCreatedOn = (DateTime)(entity["email.createdon"] as AliasedValue).Value;
dtEmailCreatedOn = dtEmailCreatedOn.AddSeconds(-dtEmailCreatedOn.Second);

DateTime dtEmailModifiedOn = (DateTime)(entity["email.modifiedon"] as AliasedValue).Value;
dtEmailModifiedOn = dtEmailModifiedOn.AddSeconds(-dtEmailModifiedOn.Second);

activityModified = dtEmailCreatedOn == dtEmailModifiedOn ? false : true;
break;
case "fax":
ActivitySourceCode = entity.Contains("fax.new_activitysource") ? (OptionSetValue)(entity["fax.new_activitysource"] as AliasedValue).Value : new OptionSetValue();

DateTime dtFaxCreatedOn = (DateTime)(entity["fax.createdon"] as AliasedValue).Value;
dtFaxCreatedOn = dtFaxCreatedOn.AddSeconds(-dtFaxCreatedOn.Second);

DateTime dtFaxModifiedOn = (DateTime)(entity["fax.modifiedon"] as AliasedValue).Value;
dtFaxModifiedOn = dtFaxModifiedOn.AddSeconds(-dtFaxModifiedOn.Second);

activityModified = dtFaxCreatedOn == dtFaxModifiedOn ? false : true;
break;
case "letter":
ActivitySourceCode = entity.Contains("letter.new_activitysource") ? (OptionSetValue)(entity["letter.new_activitysource"] as AliasedValue).Value : new OptionSetValue();

DateTime dtLetterCreatedOn = (DateTime)(entity["letter.createdon"] as AliasedValue).Value;
dtLetterCreatedOn = dtLetterCreatedOn.AddSeconds(-dtLetterCreatedOn.Second);

DateTime dtLetterModifiedOn = (DateTime)(entity["letter.modifiedon"] as AliasedValue).Value;
dtLetterModifiedOn = dtLetterModifiedOn.AddSeconds(-dtLetterModifiedOn.Second);

activityModified = dtLetterCreatedOn == dtLetterModifiedOn ? false : true;
break;
case "appointment":
ActivitySourceCode = entity.Contains("appointment.new_activitysource") ? (OptionSetValue)(entity["appointment.new_activitysource"] as AliasedValue).Value : new OptionSetValue();

DateTime dtAppointmentCreatedOn = (DateTime)(entity["appointment.createdon"] as AliasedValue).Value;
dtAppointmentCreatedOn = dtAppointmentCreatedOn.AddSeconds(-dtAppointmentCreatedOn.Second);

DateTime dtAppointmentModifiedOn = (DateTime)(entity["appointment.modifiedon"] as AliasedValue).Value;
dtAppointmentModifiedOn = dtAppointmentModifiedOn.AddSeconds(-dtAppointmentModifiedOn.Second);

activityModified = dtAppointmentCreatedOn == dtAppointmentModifiedOn ? false : true;
break;
}
}
}
catch(Exception ex)
{
if (ccContext != null)
{
ccContext.WriteException(ex.Message, ex);

var data = new SL.LogData
{
ErrorObject = ex,
LogName = "****************",
Severity = SL.LogLevel.Error,
Message = ex.Message
};
ccContext.WriteSplunkLog(data);
}
}
return activitySource = ActivitySourceCode.Value.ToString() + "," + activityModified;
}
}

}

Hello, 

I am setting option set value on change of another field using javasctipt. But while setting option set value, sometimes instead of closing option set, it selects the value which is being set using Javascript and keep expanded. 

Can anyone plz help me how can I close option set, I tried by setting focus on another field but no luck.

Thanks. 

Hi,

We are on CRM 365 on premise. We have two front servers where we install the web application and deployment tools. We also have a separate back end server (containing asynch service, email integration and sandbox), which also installed the Deployment portion and contains the database server. Email router is on one of the web servers.

I'm about to install the CRM 365 Update 2.3 (KB 4467675) on all servers. My question is, which part of the updates should I install on which servers? In this case I think I will only install the 'Server', 'EmailRouter' and 'Tools' portion of the update into the two front end servers. And just the 'Tools' on the back end server.. is that correct?

Thank you.

I have a requirement to fetch records in report such that if a record has child transactions need to consider sum of amount of child transactions of that record else need to consider sum of amounts of parent transactions. How can i implement the same using fetch xml ? Since i am using crm online custom code would also not work out. any help is much appreciated. I have been searching for a long time for any work around even but could find any luck..