Hi!
Unable to download Sales Hub (Unified UI) for MS CRM Dynamics 365 (9.0) on promise.
https://mbs.microsoft.com/_trust/default.aspx
See error:
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Unable to download Sales Hub (Unified UI) for MS CRM Dynamics 365 (9.0) on promise.
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Prompt method for required fields in business process
Business process stage information prompt
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Authentication against Dynamics REST API broke over the weekend.
Hey!
So I have been running a few applications that authenticate using the method described here: https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/authenticate-oauth#connect-as-an-app in order to use the Dynamics REST API. The only difference being that I don't use c-sharp. I just get the token from login.microsoftonline.com and pass it with my request. Everything worked fine until yestarday (monday 2/12-2019).
We started seeing bugs i production where we were unable to access the API due to a 403. However the request would work at random evey 10th time or so. I tried using the same token and generating a new one for each request, it didn't make a diffrence. The problem persist, still about every 10th request works.
What we also noted is that sending the request trough postman worked. The only difference was that the postman request included 4 cookies (origin unknown). Clever as I am I tried deleting these cookies and reproduced the error in postman, but I didn't back the cookies up.
Now to me this seems weird. The docs never mention using cookies to authenticate. I do not understand how these cookies were even created in the first place either. An even more so the incosnsitencies in that every 10th request works.
The response is a 403 with the following message.
{"error":{"code":"0x80072560","message":"The user is not a member of the organization."}}
Does anyone have the slightest idea what is happening?
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Catch event in workflow (create, delete)
Hi,
I'd like to create a workflow that triggers on both delete as create of a record:
Is there any way in which I can identity what event triggered the workflow? I've seen solutions in which the createdon and modifiedon attributes are compared, but that won't work, since those will stay the same until deletion (not much happening in this entity). For maintenance purposes I would really like to refrain from creating two seperate flows.
Any thoughts?
Thanks in advance,
best regards
Jeroen
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Show landing page based on logged in user's business unit
Hi All,
There are two Business Unit in my D365 CE instance where if any user from BU A is trying to login CRM then lead page is displaying as landing page and the same is happening for BU B as well. But I would to set Account/Contact as landing for BU B. As far as I know, there is an option to set default landing across all users in the organization. However, I would like to know how different landing page can be set based on currently logged in user's business Unit.
Could you please help on my questions?
Thank you,
Leo
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Import Sample data in D365 CRM
Hi All,
I have to import sample / Demo data in Dynamics CRM specifically into Project Services.
I tried to import sample data using following link, After import, sample data was available in sales module but not in CRM Project Services.
https://docs.microsoft.com/en-us/dynamics365/sales-professional/install-sample-data
Secondly, I tried following link, which offers data install for Master Data and for Demo Data
https://docs.microsoft.com/en-us/dynamics365/project-service/install-sample-data-3-x
It is showing following error.
Any help.
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D365 CRM onpremise without IFD.
Hello Everyone,
I am using D365 CRM onpremise without IFD, I want to make sdk calls through console app outside of the network?
Is there any way to achieve the functionality?
Thanks in advance for any help.
Thanks & Regards,
Prakash K
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D365 CRM onpremise without IFD.
Hi Everyone,
What are the different ways to make sdk call from external server to D365 onpremise CRM without IFD?
Thanks in advance for your help.
Thanks & Regards,
Prakash
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Generating JWT token in custom work flow - MS CRM 2011
I am calling a Web API from custom workflow . I want to authenticate it by Jose JWT. Is this possible in custom workflow?
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Why does Solution Checker not recognize "use strict" in the beginning of a Javascript Webresource?
The new Solution Checker of Dynamics Admin Area has some really nice features to validate Customizations.
https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/use-powerapps-checker
But I am struggling with keeping my Javascript Files "clean".
The following script in a Script Webresource validates OK
function mySolutionCheckerFunction() {"use strict";
var number = 1+1;
}But why does the following code not pass the Solution Checker?
"use strict";
function mySolutionCheckerFunction() {
var number = 1+1;
}
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Where do I find organizationservice url
I'm workig on mscrm 2016 where do I find my orgaizationservice url?
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Server Side Sync - how do I get a single mailbox to grab the last 2 days of emails
we have a number of mailboxes. One of them was neglected and we did not enable it.
We set the start sync from field on Server Side Sync to the date and time we wanted.
Now all the other mailboxes are up to date but I want to bring in the missing emails from this single mailbox without duplication in the others. How do I do that?
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Enhanced Email Templates
I wrote a component that would allow users to have visually rich email templates. Any feedback is much appreciated.
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callback after addToQueue
HI!
If you hit the ribbonButton "AddToQueue" on the incident form a InlineDialog opens, where I can select a Queue and hit ok or cancel. I have to do some stuff on the form (disabling some fields...) after the dialog closed. Especially if ok is clicked. Is there a possibility to use a callback-function?
I tried to customize the command "Mscrm.AddPrimaryToQueue" and add a javascript action. But unfortunately this method is called after the ribbonButton is clicked and not after the dialog closes.
Any idea to solve this problem?
thx in advance
©a-x-i
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Bypassing required fields in workflow
Hi,
General Context:
We have a set of entity fields that we wanted required in our Portal, but optional in D365. So we created a business rule that effectively "un-requires" those fields when a user creates/updates records of that entity via D365. If I understand it right, the business rule fires every time a user opens up that entity form.
Problem:
Now I am trying to create a workflow that automatically creates those records under certain conditions, but the business rule doesn't seem to carry over. In other words, ALL fields are required. So I am unable to proceed with creating a new record via workflow.
Am I missing something? Any tips or advice would be greatly appreciated.
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Additional Details (if you're curious):
I have a staging entity that is created via MS Forms + Power Automate. A record is created in D365 when forms results come in, and I want to create a workflow that uses that staging information to create a different entity record (the one that needs fields required in Portal, but optional in D365).
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{Portal} Automate the Portal Clear Cache button
Has anyone tried to develop a tool or plugin that can simulate the Clear Cache button under the /_services/about page? When certain records are updated in dynamics, we require the portal cache to be immediately cleared and do not want to do this manually. I've considered Node and Puppeteer to simulate the button click. Thoughts?
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Auto book a group of resources to a project
Is it possible to have a button or a workflow that grabs a group of bookable resources and assign them to a project? We have a requirement to add all the managers to a project and make all of them project approvers. Right now this is being done manually and just looking at easier ways of doing that. Doesn't have to be an OOB method.
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Why do I ever need "Report" function to generate text report such as invoices, quotes, while Word Template can already take care of things easily and have buttons to easily create or email the PDFs?
As title, since Word Template is easy and intuitive to make out-of-the-box, but Report requires XML to make it look good and organized. I'm trying to figure out what "Report" can do, but "Word Template" cannot, so people keep using "Report" a lot?
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Display list of contact and modify the list.
Hello Experts ,
Is there a way to display the list of contacts of an account and then in this same list select a particular contact and modify the contact.
What is the way to proceed?
Thank you !
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Topic Field displaying "---" using Mobile Experience (MacOS - iOS)
Hi,
When I open an Opportunity report using the mobile experience, the Topic Field always shows 3 dashes "---" instead of the related text.
I have that issue using my Mac (MacOs: Safari, Firefox, or even the Edge browser or in Windows 10 using a VM: Edge browser) or even using the Dynamics CRM iOS Application.
The Topic field in the Opportunity entity is the only field that is causing an issue. All other fields are working fine.
Also, I do not have that issue when using the DCRM classic experience (which is quite dreadful to use)
Is there any known fix for this?
Appreciated
LJ
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