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EasyRepro Test Result is not visible on the DevOps Build Pipeline

December 20, 2019, 12:39 am
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Hi,

I'm trying to achieve UI Test Automation for the D365 CRM with the help of the EasyRepro library. I m referring the following Blog Series to achieve the functionality:

https://community.dynamics.com/crm/b/crminthefield/posts/test-automation-and-easyrepro-05---adding-easyrepro-tests-to-azure-devops

I have created the Custom Unit Test and followed every step to run Test from DevOps which is given in the above blog. All Test which I have created is working correctly locally

When I m trying to run the test from the DevOps Build Pipeline is running successfully but When I check the log I am not able to see the analytics of Test Result i.e. whether the test is passed or not.

Following is a Screenshot of the Successful Build Pipeline:

But in Analytics there is no Test Present

Also in the Logs of Build Pipeline there is nothing  present:

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cannot convert from 'Microsoft.Xrm.Sdk.Query.QueryExpression' to 'Microsoft.Crm.Sdk.Query.QueryBase

December 20, 2019, 1:18 am
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Hi am getting the above error with the below code..i read somewhere that said i should remove all references to Microsoft.Crm.Sdk.dll but that didnt work..please assist if you can

using System;

using System.Collections.Generic;

using Microsoft.Xrm.Sdk;

using InvoiceMVCApp.Models;

using Microsoft.Xrm.Sdk.Query;

using Microsoft.Xrm.Client.Services;

using Microsoft.Xrm.Client;

namespace InvoiceMVCApp.DAL {

publicclass DAL_InvoicesEntity
{publicList<InvoicesModel>RetriveRecords(){var connection =newCrmConnection("Server=CRM Online");
        using (OrganizationService service =newOrganizationService("ConnectionString", connection)){QueryExpression query =newQueryExpression{EntityName="invoice",ColumnSet=newColumnSet("invoiceid","customer","invoicename","paymentreceived","commission","adminfee","discountamount")};List<InvoicesModel> info =newList<InvoicesModel>();EntityCollection invoiceRecord = service.RetrieveMultiple(query);if(invoiceRecord !=null&& invoiceRecord.Entities.Count>0){InvoicesModel invoiceModel;for(int i =0; i < invoiceRecord.Entities.Count; i++){
                    invoiceModel =newInvoicesModel();if(invoiceRecord[i].Contains("invoiceid")&& invoiceRecord[i]["invoiceid"]!=null)
                        invoiceModel.InvoiceID=(Guid)invoiceRecord[i]["invoiceid"];if(invoiceRecord[i].Contains("customer")&& invoiceRecord[i]["customer"]!=null)
                        invoiceModel.ClientName=((EntityReference)invoiceRecord[i]["customer"]);if(invoiceRecord[i].Contains("invoiceid")&& invoiceRecord[i]["invoiceid"]!=null)
                        invoiceModel.InvoiceNumber= invoiceRecord[i]["invoiceid"].ToString();if(invoiceRecord[i].Contains("commission")&& invoiceRecord[i]["commission"]!=null)
                        invoiceModel.Commission=(decimal)(invoiceRecord[i]["commission"]);if(invoiceRecord[i].Contains("adminfee")&& invoiceRecord[i]["adminfee"]!=null)
                        invoiceModel.AdminFee=(decimal)invoiceRecord[i]["adminfee"];if(invoiceRecord[i].Contains("discountamount")&& invoiceRecord[i]["discountamount"]!=null)
                        invoiceModel.Discount=((decimal)invoiceRecord[i]["discountamount"]);
                    info.Add(invoiceModel);}}return info;}}}

}

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Views logic is deeply flawed

December 20, 2019, 5:55 am
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Dear All,

I am just trying to make sense of the how views work and function, the logic with which they were implemented, in MS Dynamics CRM 2015 and would appreciate some help.

Let's take the example of Quotes. If I click on quotes I get an overview with whatever view I have selected as default. In my case it is "All Open Quotes". If I do a search here, it basically uses the View "Quick Find All Quote" as a guideline on how to search (searchable fields, filter criteria etc.). Why is that? Why is not possible to search the view that was selected on the overview? If I have a view displayed and search it, I don't want to change the view, but stay on the same one. Isn't this logical? Also, if I have "Edit Filter criteria" active, in my case Quotes (Status equals Active, Draft), as this is preferred for the global search. How is it possible then to search a view which has Status equal Won and Closed. It isn't. I won't get an result and have to use the advanced find. I am not sure if a user can understand this.

And then there is the issue that this search field and the global search can't be customized to use a different default view, which, again, doesn't make any sense. In my case I want to see only certain Quotes (Status equals Active, Draft) on the global search, but all when searching on the entity Quotes.

I hope what I have written makes sense and you get what I want to communicate. I am just trying to make sense of how views work, but can't deny that I personally think that the whole thing is deeply flawed. More than anything, I hope to find some solutions to the issues I posted here as I find it difficult to work with the current policies.

Thank you.

Best Regards,

Janosch

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Workflow trigger by date field

December 20, 2019, 7:56 am
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I have date field Est. Close  Date for opportunity.

How to send email to the owner 5 days before that date?

I tried couple of things, and I got Process Error 

"An automatic proces cannot be activated if no activation parameters have been specified.

Add activation parameters, and then activate."

what I shoul do?

Thanks

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How to add many products for one task ?

December 20, 2019, 7:57 am
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Hello everyone,
I am new to dynamics 365 CRM, today i have just created a new entity, consist of product name, product description.

What i am trying to achieve in this entity when i create a new task is the following:
  • I want to add a sub-grid, and in this sub-grid i want to add a many products related to one task means that one task can have many products.
Could you please provide examples how to achieve the following scenario ?
Any help will be greatly appreciated.
Thank you!
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We switched from tenant users to Security Groups access and now face a few issues

November 12, 2020, 5:16 am
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Hi all,

Hopefully someone here can help me out here.

We made a change in Dynamics where we don't add everyone from our tenant anymore, but use a Security Group for access to Dynamics 365.

This works fine, but I'm now facing a few issues I hope are resolvable without too much custom scripting.

Onboarding:

- New accounts (added to the Security Group) are not automatically provisioned in CRM. We need to log on once with the account before we'll see the user in CRM. I can solve this with a Custom login script to log in once in CRM at the account creation, but is there no other way?

Offboarding:

- When someone leaves the company the accounts is Disabled in AzureAD. This causes the account to dissapear in CRM as well. Although the account still has the license etc. Shouldn't the account be in CRM but disabled?

I guess I'm looking for some information regarding how others deal with their onboarding and offboarding process with CRM.

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Need to remove existing mail trail

November 12, 2020, 5:39 am
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Hello,

I have a functionality where an incoming mail creates a task and after creating a task, a notification mail is sent to user. I want to remove existing mail trail from the notification mail to be sent, due to security concern. Is it possible to achieve this using any OOB workaround?

Thanks in advance!

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While creating invoice using API getting 400 Error with message: "CRM do not support direct update of Entity Reference properties, Use Navigation properties instead"

November 12, 2020, 6:04 am
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Hi all,

I am trying to post invoice through API but getting 400 Error with message: "CRM do not support direct update of Entity Reference properties, Use Navigation properties instead"

URL: i***al.crm8.dynamics.com/.../invoices

Method:POST

Authorization: Bearer {token}

Body:

{
    "prioritycode": 1,
    "_pricelevelid_value": "45c01**b-ebbd-ea11-a812-000d3af055b6",
    "totalamount": 0.0000,
    "discountamount": 0.0000,
    "discountpercentage": 0.0000000000,
    "msdyn_ordertype": 192350000,
    "totallineitemamount": 0.0000,
    "billto_postalcode": "94965",
    "importsequencenumber": 26,
    "skippricecalculation": 0,
    "shipto_postalcode": "94965",
    "shipto_freighttermscode": 1,
    "shipto_country": "USA",
    "name": "Heath",
    "totalamountlessfreight": 0.0000,
    "shipto_line1": "404 Gate Five Road ",
    "msdyn_amountdue_base": 0.0000,
    "msdyn_projectinvoicestatus": 192350002,
    "totallineitemdiscountamount": 0.0000,
    "msdyn_amountdue": 0.0000,
    "billto_line1": "404 Gate Five Road ",
    "totaldiscountamount": 0.0000,
    "statuscode": 100001,
    "billto_country": "USA",
    "billto_city": "Sausalito",
    "totaltax": 0.0000,
    "transactioncurrencyid@odata.bind": "/transactioncurrencies(233671c***-ea11-a812-000d3af055b6)",
    "shipto_stateorprovince": "California",
    "shipto_city": "Sausalito",
    "discountamount_base": 0.0000,
    "pricingerrorcode": 0,
    "billto_stateorprovince": "California",
    "statecode": 2,
    "ownerid@odata.bind": "/systemusers(574d71***-ea11-a812-000d3af03ad1)",
    "customerid_contact@odata.bind": "contacts/558ee***-dabd-ea11-a812-000d3af05a1b"
}

Response:

{
"error": {
"code": "0x0",
"message": "CRM do not support direct update of Entity Reference properties, Use Navigation properties instead."
}
}

Please help me out.This is an urgent requirent.

Thanks,

Amrita

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Inheriting views of personal dashboards

November 12, 2020, 6:47 am
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Hi all,

Rather to new to CRM so bare with me!

We have the system setup with 3 tiers of users using Positions. Our most senior user has noticed that he is able to view Personal Dashboards of those below him in the Position tree. This is something we'd like to disable, but I am unsure if this is possible as I have browsed through the Dashboards section of Customisation and see nothing related to Personal Dashboards.

Likewise, I didn't see anything in the Security Role related to dashboards.

Anyone able to point me in the right direction here?

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How many sequences are available for auto-generating?

November 12, 2020, 6:50 am
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Assumedly auto-generated numbers that have sequential numbering are employing a database sequence.  Generally the database engine limits the number of those available.  How many auto-generated fields with sequences can an org have?

TIA

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SQL query to Common Data Service

November 12, 2020, 7:07 am
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Hello Everybody,

I have a c# console application that connects to the SQL Server database of our on-premise Dynamics CRM 2016.

Now that we shall move on-premise Dynamics CRM 2016 to cloud Dynamics 365. I am not sure how shall we query CRM database/Common Data Service?

It is for example an SQL Query with multiple joins. I tried using FetchXML, due to FetchXML limitation could not be converted.

Any inputs shall be appreciated.

Regards,

Madhu

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Create new record if id is unique

November 12, 2020, 7:22 am
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Hi all,

New to CRM, looking for some help!

I'm trying to create a process workflow that creates a new record in my "scan" entity when a new "portal event" record is created, IF it is has an ID that hasn't been seen before (ie. ID already exists in the "scan" entity).

I've created the following process:

This successfully creates a new Scan record every time a portal event is created - but it does not follow the desired criteria.  Instead, a new scan record is created for every portal event record, regardless of if it is unique or not.

Can anyone advise on how I can fix this?

Ultimately I want to create a solution which creates a new "scan" if the event ID is new; and updates if the event ID already exists.

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Email queue items are deactivated by default, why ?

November 12, 2020, 8:39 am
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We would like to set a queue to receive emails from a specific address, and let our users decide what to do with the email : convert to a lead, an opportunity, a case. 

But those emails are not appearing at all in the queue, unless we change the view to show all queue items, including the deactivated ones. Then we see all the emails. 

Is it possible to keep these emails active ? I didn't set any rule to convert emails to anything. It's very standard. 

thanks in advance for any advice ! 

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Send CRM data to external URL using plugin

November 12, 2020, 9:26 am
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Hello Everyone,

I have a scenario where I have to send a Dynamics CRM record data to an external URL.

I have to use plugin to send this data.

This plugin should trigger once the Status field is updated on the form.

The plugin should send one record at a time and as I've mentioned that the record should only be sent once the field is updated.

I was hoping to use FetchXml to retrieve the record in CRM.

If someone can help me with this or link me any article where I can get some help with this, it would be really appreciated.

Thank you,

Durgesh

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Extra Line Spacing and font change when sending Marketing campaign

November 12, 2020, 10:09 am
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Hi,

I while creating marketing campaign when i copy and paste the content, i have extra spacing and the font of the text changes.

Is there a quick fix for issue? Is the content the problem.?

Thank you,

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Issues when adding a profiler to the workflow

November 12, 2020, 12:32 pm
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I trying to debug custom workflow in dynamics 365, i am getting this error.

can someone suggest me a solution to solve this issue.

Thank You

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Won Opportunities view

November 12, 2020, 1:24 pm
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We have a view for Won Opportunities but every time we try to search a opportunity by its Potential Customer name it does not give a result. We can see the opportunity listed in the view but if we search by the same in the search bar it does not show any results. We are working with On Premises Dynamics Version 8.2 

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Automatic Case Update Alerts

November 12, 2020, 2:31 pm
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Hi All,

I'm looking to create alerts based on a case record getting an update or email.

So far I've been trying to create a workflow but I've been unable to find suitable options.

I did notice that there are Case update and Creation Rules within Service Management, but I can't find anything suitable there even when I don't get any UCI errors loading the form.

Cheers

Sam

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How to display the number of activities in a record

November 12, 2020, 5:03 pm
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Hi,  

In Contact entity we have different entities. I would like to display the count of Activities that the record have. Is there any way I can do it through Out of the Box ?

 Please advise if the solutions for this.

Thanks!

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Default signature

November 13, 2020, 1:45 am
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At what point is the default signature added when you create a new email activity? I can't find any onload javascript or business rules where it is added. The problem I'm trying to fix is that the signature is inserted at line 4 when creating a new email. Users in my organization wants it to be inserted on line 2 or 3. An email containing only the signature starts with 3 <br> tags

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