Hi all, 

I've been working in Dynamics portals with Entity Forms. The goal is to read the parameters from the URL and fill out the form based on those parameters. My issue is using the custom javascript field under the Additional Settings tab on the entity form. 

I did an alert("test"); saved, checked and then saw it worked! However, when I went to add other things the code, only the test alert is showing up. I've also cleared my cache and history but no luck. 

Looking for a solution or tutorial to updating/using custom javascript with entity forms. Thanks!!

Hi Experts,

I am facing API blocked by CORS policy error when i trying to access data from my custom WEP API.

below code i am using for call wep API call.

var orgurl = "<web api url>";
var req = new XMLHttpRequest();
req.open("GET", encodeURI(orgurl), false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.setRequestHeader('Access-Control-Allow-Credentials', 'false');
req.setRequestHeader('Access-Control-Allow-Origin', '*');
req.setRequestHeader('Access-Control-Allow-Methods', '*');
req.setRequestHeader('Access-Control-Allow-Headers', "*");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
console.log("this.status: " + this.status);
if (this.status === 200) {
console.log("this.response: " + this.response);
var result = JSON.parse(this.response);
if (result.length > 0) {
for (var i = 0; i < result.length; i++) {
var obj = {};
obj.name = result[i].NAME;
console.log("obj: "+obj);
}
}
}
} else {
alert(this.statusText);
}
}
};
req.send();

below is error message:

Access to XMLHttpRequest at '<Web Api Url>' from origin 'https://<Org>.dynamics.com' has been blocked by CORS policy: Response to preflight request doesn't pass access control check: No 'Access-Control-Allow-Origin' header is present on the requested resource.

Above code is working fine if i am using chrome after disable-web-security.

using command  "chrome.exe --user-data-dir="C:/Chrome dev session" --disable-web-security"

i have added CROS Origin allow settings in Web API C# config and controller files as well, still i am unable to get response from my Web API.

Please provide your suggestions. 

Hi  ,

I would like to learn and do certification regarding PowerBI and Azure . Could you please suggest me how to get started ? Where will I get material to study ? Where can I apply for exam ? 

Thanks in advance

Job Resource is there on the Form (Service Activity entity) and when we load a Service Activity we see the Resource field briefly, but then CRM hides it

I've checked there's no custom Javascript which is hiding the field 

any ideas?

Hi all,

i want to trigger one plugin on change of owner filed on case

i have written code and registered step on assign message.

will i get owner id field in current context?

can anybody share code and steps how to trigger plugin on change of owner field and get the owner field in current context.

Hi all,

Just a quick one. I've got a JavaScript web resource that updates fields of a related entity record from a lookup field on the primary entity record. There are 2 fields that need updating/syncing across the related entity records.

I've then set the web resource to load on change of each of the 2 fields on the primary entity record. The problem is that how I've got the javascript set is that it will update both fields everytime a single field is changed as the script statically sets the attribute values.

What I thought about is whether there's a way to dynamically pass the attribute name as a variable so that when that attribute changes value I only need to update the one field that's changed as opposed to both of them everytime.

As an example of the below code:

function attributeTest (executionContext){
var formContext = executionContext.getFormContext();
// You can see I'm statically getting the attribute one value by inputting the logical name of that attribute
var attributeOneValue = formContext.getAttribute("new_attributeone").getValue();
// I want to see if it's possible to pass the "new_attributeone" logical name as a parameter or variable so that I can dynamically get values of the field that's being changed.
}

Kind regards,

Mike

Hi,
Dynamics CRM 2016 8.2 on premise:

Even though the organization performs quite quickly, when I'm editing a workflow in my development environment, adding a step or popping up its properties can take 20 to 30 seconds most of the time.

Sometimes it's as fast as lightning, but usually changing the Stop workflow step from "success" to "failed" easily takes 15 seconds or longer.

During that time I see my IIS Worker Process (w3wp service) CPU usage rise up to 60-80% and as soon as the action is done, it reverts back to well, almost nothing.

Any thoughts on this?

Thanks!
Jeroen

How to show Bubble chart on CRM 365 Dashboard. 
As a Chart it is working fine. 
Screen Shot of Dashboard is attached. 

Hi All,

I am using the App for Outlook and have an issue with Tracking.

When we receive mails we use the "Set Regarding" and everything is fine. The mail will be tracked (mainly in Opportunities).

When I reply to a - already tracked - mail, the mail seems to be tracked but after a few seconds a message appears "Email recipients have been added and removed" (please see below) and the mail is NOT being tracked.

When I go to my "Sent Items" folder in Outlook and track it manually afterwards it is working...

This is very frustrating as we do not want to track all outgoing mails manually. Is there a solution for it?

Thanks!

Hi All,

In Dynamics 365 Customer Engagement (online) I have installed Unified Service Desk. I have created a hosted control with type standard web application. Changed No Adapter to use adapter pointing to the correct assembly and class. 

The class looks like classname: Microsoft.Uii.Csr.WebApplicationAdapter so it is inherited WebApplicationAdapter. 

Created an override  DoAction(Microsoft.Uii.Csr.Action action, RequestActionEventArgs args) and set a breakpoint.

When the hosted application hosting type is internal wpf in the doaction function the Browser is null. When I look into the code of the class of the WebApplicationAdapter it tries to cast the DdaApplicationObject to a WebBrowserExtended (DdaApplicationObject as WebBrowserExtended). When I look into the type of the DdaApplicationObject it is a Microsoft.Crm.UnifiedServiceDesk.Dynamics.Controls.WpfBrowser. 

When the hosted application hosting type is IE process the DdaApplicationObject is Microsoft.Crm.UnifiedServiceDesk.Dynamics.Controls.BrowserControl. This also returns null. 

From the browser I like to get the html document and set some values on the website with document.GetElementId and setattributevalue. 

So the code in the DoAction would be: 

var htmlDocument = Browser.Document as mshtml.HTMLDocument;

var element = htmlDocument.getElementById("test");

element.setattibutevalue("propname", "value");

Can anyone help me out with retrieving the html document and fill the website with some retrieved information? 

Thanks in advanced for your help. 

Regards,

Stefan Verheggen

Hi Team,

I am facing an issue while going to sync SQL Date Column with CRM dateTime Field using Microsoft Flow. While Syncing it is throwing error.

Unable to process template language expressions in action 'Compose' inputs at line '1' and column '2673': 'In function 'formatDateTime', the value provided for date time string '20190812' was not valid. The datetime string must match ISO 8601 format.'.

How to solve this issue in MS Flow. Please help me .

Thanks in advanced.

I have been asked to add Knowledge Articles to Related tab on the Account form.  I do this in the normal way of opening the account form, click Navigation, double click the available relationship and it appears in the Common Group.  But after save and publish the change does not show when opening a account record.  interestingly, this is already in place on contact form.

Would anyone know how I can achieve this change?

Many thanks in advance

Matt

Hi All,

There is a community portal which is linked to MS Dynamics 365 application and this portal has Sign In, Sign Up, Profile links in home page (landing page). After logging in, users have the provision to update their details in Profile Page, also Case page where they can submit a case. 

Now, there is a new page I need to create that should be shown in both Home page and Profile page. The new entity form I created can be added as link inside profile page with admin role. However, I don't find an option to edit navigation bar in home page. 

Also, I would like to show this page only to a specific users after logging in. Could you please let me know if there is a way to do this?

Thanks alot for your help in advance! 

Regards,

Leo

Hello members,

Is it possible to become a Dynamics 365 CRM business analyst without any prior technical background or know-how about it?

Hi All,

i have created a mail using some plugin code

i have following text to be set for email desciption

"Hi Meeting is booked........."

above text i need to set for email description field with new line.

i.e 

Hi,

Meeting is booked

.........

right now i have written below line.

Email.Attributes["description"]="Hi Meeting is booked.........".

instead of this line what should i write for displaying some text in new line?  

Hello everyone

I’ve downloaded xrmtoolbox and has connected to crm successfully.

However my xrmtoolbox tool library is empty, no error and couldn’t search for anything.

Thus I’ve downloaded the fetchxml builder plugin zip manually.

How do I use the plugin in my xrmtoolbox. How do I combine it.

Please guide me thanks.

Following function does not return callbackFunction in case of failure, it returns only in case of success.. any idea why it does not return callback on failure.

formContext.data.process.moveNext(callbackFunction);

After upgrading dynamic crm 365 to 9.0 falls error when saving record(lead/opportunity/account/contact)

Exception

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Unable to load the plugin type: Microsoft.Crm.Common.ObjectModel.ActionCardGenericPluginDetail: <OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts"><ActivityId>09a8f3a7-c106-4956-9398-f2b16377a3cc</ActivityId><ErrorCode>-2147204720</ErrorCode><ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic"><KeyValuePairOfstringanyType><d2p1:key>ApiExceptionSourceKey</d2p1:key><d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">Plugin/Microsoft.Crm.ObjectModel.CustomBusinessEntityService</d2p1:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><d2p1:key>ApiOriginalExceptionKey</d2p1:key><d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">Microsoft.Crm.CrmTypeLoadException: Unable to load the plugin type: Microsoft.Crm.Common.ObjectModel.ActionCardGenericPlugin ---> Microsoft.Crm.CrmTypeLoadException: Unable to load the plugin type: Microsoft.Crm.Common.ObjectModel.ActionCardGenericPlugin ---> System.TypeLoadException: Could not load type 'Microsoft.Crm.Common.ObjectModel.ActionCardGenericPlugin' from assembly 'Microsoft.Crm.Common.ObjectModel, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35'.
   at System.Reflection.RuntimeAssembly.GetType(RuntimeAssembly assembly, String name, Boolean throwOnError, Boolean ignoreCase, ObjectHandleOnStack type)
   at System.Reflection.RuntimeAssembly.GetType(String name, Boolean throwOnError, Boolean ignoreCase)
   at Microsoft.Crm.Extensibility.PluginTypeFactory.LoadType(String qualifiedTypeName, Assembly assembly)
   --- End of inner exception stack trace ---
   at Microsoft.Crm.Extensibility.PluginTypeFactory.LoadType(String qualifiedTypeName, Assembly assembly)
   at Microsoft.Crm.Extensibility.PluginTypeFactory.CreateInstance(PluginTypeDescription pluginTypeDescription, Assembly assembly, IOrganizationContext context)
   at Microsoft.Crm.Caching.PluginTypeCacheLoader.LoadCacheData(Guid key, ExecutionContext context)
   at Microsoft.Crm.Caching.ObjectModelCacheLoader`2.LoadCacheDataInternal(TKey key, Object existingDataContainer, IOrganizationContext context)
   at Microsoft.Crm.Caching.ObjectModelCacheLoader`2.LoadCacheData(TKey key, IOrganizationContext context)
   at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.CreateEntry(TKey key, IOrganizationContext context)
   at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.<>c__DisplayClass19_0.<LookupEntry>b__2()
   at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action)
   at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
   at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.LookupEntry(TKey key, IOrganizationContext context)
   at Microsoft.Crm.Caching.CrmEntitySharedMultiOrgCache`2.LookupEntry(TKey key, IOrganizationContext context)
   at Microsoft.Crm.Caching.PluginTypeCache.LookupAssemblyEntry(Guid pluginTypeId, IOrganizationContext context)
   at Microsoft.Crm.Extensibility.PluginStep..ctor(StepDescription stepDescription, CrmEventLog eventLog, IOrganizationContext context)
   at Microsoft.Crm.Extensibility.PipelineStepFactory.CreateInstance(StepDescription stepDescription, ExecutionContext context)
   at Microsoft.Crm.Extensibility.MessageProcessorFactory.CreateMessageProcessor(MessageProcessorKey key, MessageProcessorData data, ISdkMessageFilterData sdkMessageFilterData, ExecutionContext context)
   at Microsoft.Crm.Caching.MessageProcessorCacheLoader.LoadCacheData(MessageProcessorKey key, ExecutionContext context)
   at Microsoft.Crm.Caching.ObjectModelCacheLoader`2.LoadCacheDataInternal(TKey key, Object existingDataContainer, IOrganizationContext context)
   at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.CreateEntry(TKey key, IOrganizationContext context)
   at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.<>c__DisplayClass19_0.<LookupEntry>b__2()
   at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action)
   at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
   at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.LookupEntry(TKey key, IOrganizationContext context)
   at Microsoft.Crm.Extensibility.ExtensiblePlatformMessageDispatcher.IsPipelineDefined(MessageProcessorKey key, ExecutionContext context)
   at Microsoft.Crm.Extensibility.ExtensiblePlatformMessageDispatcher.UpdateWithInvocationSource(BusinessEntity entity, FilterExpression filter, Int32 invocationSource, ExecutionContext context)
   at Microsoft.Crm.Extensibility.ExtensiblePlatformMessageDispatcher.Update(BusinessEntity entity, FilterExpression filter, ExecutionContext context)
   at Microsoft.Crm.BusinessEntities.BusinessProcessObject.<>c__DisplayClass187_0.<UpdateWithPipelineAndExtensions>b__0()
   at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action)
   at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
   at Microsoft.Crm.BusinessEntities.BusinessProcessObject.<>c__DisplayClass178_0.<Update>b__0()
   at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action)
   at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
   --- End of inner exception stack trace ---
   at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)
   at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context)
   at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass2_1.<Execute>b__0()</d2p1:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><d2p1:key>ApiStepKey</d2p1:key><d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">94cdbb1b-ea3e-db11-86a7-000a3a5473e8</d2p1:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><d2p1:key>ApiDepthKey</d2p1:key><d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">1</d2p1:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><d2p1:key>ApiActivityIdKey</d2p1:key><d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">09a8f3a7-c106-4956-9398-f2b16377a3cc</d2p1:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><d2p1:key>ApiPluginSolutionNameKey</d2p1:key><d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">System</d2p1:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><d2p1:key>ApiStepSolutionNameKey</d2p1:key><d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">System</d2p1:value></KeyValuePairOfstringanyType></ErrorDetails><Message>Unable to load the plugin type: Microsoft.Crm.Common.ObjectModel.ActionCardGenericPlugin</Message><Timestamp>2019-12-04T14:38:02.8065557Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true" /><InnerFault i:nil="true" /><OriginalException i:nil="true" /><TraceText i:nil="true" /></OrganizationServiceFault>

Hi,

I have seen that users of D365 apps are being scheduled for early transition to the Unified Interface, but cannot find information for CRM Online. The environment I currently have in mind will be renewing in May of next year so they will have to move to the new apps by that time anyways. Ideally they would just start working toward testing on the new apps, but they aren't prepared for that at this time with a new person taking over CRM duties.

So that leads me to whether they will need to worry about the UI transition before the renewal, and if so, where to find a guide of some sort. Docs I have found so far are unclear. If anyone has some insights/docs they can share on CRM Online and the Unified Interface or even a proper guide for transitioning into D365 Apps from CRM Online, it would be greatly appreciated.

Thanks!

Hi,

I have seen that users of D365 apps are being scheduled for early transition to the Unified Interface, but cannot find information for CRM Online. The environment I currently have in mind will be renewing in May of next year so they will have to move to the new apps by that time anyways. Ideally they would just start working toward testing on the new apps, but they aren't prepared for that at this time with a new person taking over CRM duties.

So that leads me to whether they will need to worry about the UI transition before the renewal, and if so, where to find a guide of some sort. Docs I have found so far are unclear. If anyone has some insights/docs they can share on CRM Online and the Unified Interface or even a proper guide for transitioning into D365 Apps from CRM Online, it would be greatly appreciated.

Thanks!