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Filtering for missing PartyList ParticipationType

March 5, 2021, 3:10 am
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Hello Community,

I've tried to find anything helpful on this, but so far I came up empty and nothing I tried worked.

Requirement: To list all appointments where there's no Required Attendee. 

We want this in a D365 view, and it looks like the lack of proper support for PartyList is really hurting in this case.

The logical approach would be a simple

<condition attribute='requiredattendees' operator='null' />

but naturally that's not supported at all. Trying to do this through a link-entity I also wasn't able to get rid of all the records with a Req.Attendee, as I was unable to find a query that would exclude all of these appointments.

Right now I had to tell the user to just Export to Excel and filter in Excel for empty on Req.Attendee - while this works, it's not a great solution obviously.

Any ideas?

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Customizing OOB Reports in Dynamics 365

March 5, 2021, 3:23 am
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Hi,

Below is a screenshot of OOB report - Case Summary Table.

The dropdown First Horizontal Group shows the fields to select from case entity.

We want to add a custom field to this dropdown.

Is there a way to customize the .rdl of the report?

Thanks

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Responsibilities of a Dynamics 365 Developer

March 5, 2021, 3:29 am
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Here are some of the common responsibilities companies tend to ask from Dynamics 365 certified developers:

  1. Developing, validating, and executing code utilizing X++
  2. Transforming data for consumption using tools like Power BI 
  3. Providing technical guidance to anyone that needs it
  4. Collaborating with other team members for requirements and testing
  5. Ensuring the architectural design remains in good shape
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Time entry Record stage = Pending

March 5, 2021, 3:29 am
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Hi All.

I have a problem, I have some users who have submitted their timesheets for the month last, but when I check the approver, it's blank. I have run the advanced find only to see the time entry record stage sitting in Pending. how do I fix this ? is it possible to change it and send it through for approval.

This error seems to happen every month to different users and it time consuming to try figure it every month as its different users every month

is there a way to fix this or set an approver to get these timesheets processed

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How to enable "Import from Excel" feature

March 5, 2021, 7:33 am
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Hi All,

I need to grant some users of Dynamics the ability to 'Import from Excel' function as shown in the screenshot below. Currently I have access as a System Admin but need to grant some of our agents this feature as they do not currently see it in their view. Are there any specific Security Roles that need to be enabled to allow this? Thanks.

2020 release wave 2 enabled

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CRM webform intermittent identityProvider errors

March 5, 2021, 8:02 am
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We have a web form set up to call an API on a separate server which connects to Dynamics CRM to enter a record into a custom application. About 1 out of every 10 submissions we get an error - http status code: Value cannot be null. Parameter name: identityProvider I have looked around and can not find information on this, except one article which suggested that we change the auth server in the conn string to disco.crm.dynamics.com, but tried that and that did not work. Any idea as to why this is happening and/or suggestions to fix?

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Custom Workflow Update

March 5, 2021, 8:42 am
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Can I update a custom workflow in the plugin registration tool by changing the major and minor number and keeping the same name? I tried just updating the build and version number but got an error ; "Plug-in assembly does not contain the required types or assembly content cannot be updated." I am reading that it means I changed the class name in the code but I did not do that. I am thinking just changing the major and minor number and seeing if I can keep the same name.

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Amount is outputting as a round number when data is showing in Advanced Find

March 5, 2021, 8:46 am
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Hi everyone

I've discovered an issue where numerical figures (in this case financials) are showing in Advanced Find, and therefore outputting to Excel, as round numbers rather than showing the figures after the decimal place.

In the contact record I can see the following:

However, the figure of £1011.23 is showing as £1011.00 in Advanced Find:




This is happening for every contact record and not just this one.

Does anyone know how to fix this please?

Many thanks
Jon


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Unified Interface Apps dissapeared

March 5, 2021, 2:08 pm
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Hello,

Out of the blue, employees no longer have access to any of the unified interface apps. I made sure they have the correct permissions and made sure the role "Customer service app access" was selected. When I gave them the "system customizer" role, they are able to access and use the UI apps, but when I remove it, they no longer can. We made no recent changes to security roles, so I'm not sure why this just happened out of no where. Anyone have any idea how to fix this? I don't want to let them stay on "system customizer" for too long.

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MS Dynamics CRM data model

March 6, 2021, 2:40 am
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Hi all, 

I'm looking for info about the local data model for CRM  (a high level E-R diagram would work).

Thanks

Luis

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MS Dynamics CRM Changes log

March 6, 2021, 2:44 am
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Hi all, 

We need to trace business flows in MSDynCRM to analyze them with a Process mining Tool. Any experience?

Thanks

Luis

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Views created by Advanced Finds not searchable by certain fields

March 6, 2021, 4:33 am
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Hi everyone

We have several Views set up on the Contact Entity in our Dynamics 365 Online instance. These are searchable by name (e.g. I can search on First Name, Last Name etc).

I also have some Views set up on the Education Entity, which relates to the Contacts Entity, and shows columns from both Entities. However, these Views are not searchable by name even though the First Nae and Last Name columns from the Contact Entity are showing in the View. Is this by design, or am I doing something wrong / missed something out?

Many thanks,
Jon

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Adding an Entity to the left navigation on a screen

March 6, 2021, 4:56 am
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Hi everyone

I'm having problems adding an Entity (in this case Education History) to the left hand navigation of a form in the Contact Entity.

The image below shows the current Entities that are visible when I'm on the Contact record of a Customer:

I would like to add Education History as a separate section below Groups but don't know how. I've been told to look under Forms and Navigation on the Contact Entity, but it's not obvious what I need to change.

Any help would be much appreciated.

Many thanks
Jon

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Find Outlook tracked activities in Dynamics

March 6, 2021, 1:30 pm
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Hi, 

I would like to find E-Mails in Dynamics, which were created from e-mails in Outlook using the function Track. My scenario:

  1. A Dynamics user receives an e-mail in Outlook
  2. He/she selects it in  Outlook and initiate tracking in Dynamics
  3. I as admin can find this e-mail in Dynamics

Until now I have no luck in indentifying such e-mails in CRM. I cannot find neither one field nor any other data indicating, that the e-mail is originally from Outlook and it was created in CRM through track functionality.

Thanks for any ideas.

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How can I enable D365 SharePoint Documents for Mobile Offline Profiles?

March 6, 2021, 2:13 pm
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Is it possible to enable D365 SharePoint Documents / Documents Grid for Mobile Offline Profiles?

Currently, the documents are not accessible in offline mode as shown below.

If there is a way to enable it, so the documents can be downloaded prior to going offline, and accessed from within the D365 App, that is what I am looking to do. 

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Add text on CRM view page

March 6, 2021, 9:06 pm
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Hi,

Just wanted to check is there any way to add static message on CRM views.

I have many views,I need to show some message to the user when user selects the view page.

Thanks,

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Connecting Microsoft Form Results to CRM online

March 7, 2021, 2:02 am
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How this can be done

Connecting Microsoft Form Results to CRM online

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RetrieveMultiple SavedQuery plugin does not trigger on UCI

March 7, 2021, 10:00 am
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I have a plugin for filtering Views based on security roles or teams. It works on CRM classic ui but does not work on UCI only in advance find can see the filtering result.
I have set Tracing at the start of the plugin and found the UCI can not trigger the plugin at the beginning of the plugin.
I referenced some articles dealing with this issue,
e.g.
community.dynamics.com/.../retrievemultiple-not-trigger-on-account-view-but-trigger-on-advance-find
and
stackoverflow.com/.../is-it-possible-to-filter-savedqueries-using-plugins-in-uci

I check the QueryExpression and FetchExpression like below


if(context.InputParameters["Query"] is QueryExpression)
{
//Logic to update Query Expression
}
else if (context.InputParameters["Query"] is FetchExpression)
{
//Logic to update Fetch Expression
}


All the above solutions didn't solve the problem of RetrieveMultiple SavedQuery plugin's TRIGGER. Because before checking QueryExpression and FetchExpression, I cannot trace the event triggered from UCI.

Any solution and suggestion are welcome and much appreciated.

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Hide OOB Advance find and See all records.

March 7, 2021, 1:55 pm
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Hi All,

I need to hide the "See all records" option and "Advance find" for a particular security roles.

I have tried solutions available for hiding Advance Find like below but doesn't work.

http://www.crmquadrant.com/2018/05/08/restrict-advanced-find-functionality-for-end-business-users/

For hiding "See all records" I  can't use the reference panel option as mentioned below

https://community.dynamics.com/365/f/dynamics-365-general-forum/390068/hide-see-all-records-button-on-subgrid---uci-version

Is there any solution available to hide these in the model driven apps.

Kindly help this is urgent.

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Multiple entities in a business process flow

March 8, 2021, 1:21 am
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My business process flow has only one entity. The dropdown for selecting a an entity is not working,  it only allows me to select the entity based on which i created this flow (see attached screenshot).

 

I check the other entity  and I see that the Business process flows (fields will be created) option set in the entity definition is not active. I try change it, but this option set is not available (see attached screenshot).

So, I create a new Business process flow, but always is created with this set option deactivated. I have 3 or 4 business process flows and they all have the option disabled. I have this problem and I can not see multiple entities.

Please, How can I create a Business process flow with the active option "Business process flows (fields will be created) "?? 

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