What are possible ways to integration CRM 8,0 with D365FO ? New technologies like dual write / data integrator seems to be not supported.
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Integration between CRM 2016 on-premise and Dynamics 365 FO ?
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All activities View - cannot insert the "Phone Call" custom related entity column
Hello,
It may probably be a silly question but I have been asked to modify the standard "All activities View" where basically all the activities are listed (appointments, phone call and so on).
We added a relation in the "Phone Call" form that is named "Call to" and basically is just a lookup to a contact that has been or will be called. They would like to add a column to the "All activities" view where, if it's a phone call, it would show which was the contact to call.
But when I try to add the column the related entity does not show up...any reason for that? If instead I try to modify the "All Phone calls" view it works fine, so the relation is working properly.
Thank you in advance for your patience
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Can you use interactive dashboards offline?
Hi all,
I've created a mobile app for my team so they can use the CRM offline. In addition, I've also created an offline profile and added all needed entities to display them offline. I'm having an issue displaying my 'interactive dashboard' there is no problem with normal dashboards (as you can easily enable them to be used in offline mode).
Is there any way that you can enable an interactive dashboard to be accessible offline? Am I missing any intermittent steps? Any suggestions are much appreciated.
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Importing into Case Notes
Hi All,
I have been tasked to import Ticket data from another CRM system into D365. I have successfully imported the Core Ticket data into Cases but I now need to import the related Ticket Notes into D365 Case Notes. I do not have access to a 3rd party application do achieve this so I'm hoping it is possible through the standard import tool or Flow? If so can anyone point me in the right direction please.
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Blank page when viewing CRM through Web Application Proxy
I have three instances of Dynamic CRM on-Premises (8.1, 8.2, and 9.0). They're all using the same Server 2019 ADFS server and everything works great internally. They're published to the internet using a Server 2019 WAP. I can even log onto the WAP and pull up the IFD URLs for the CRM servers without any issues. When I hit them externally, I'm properly redirected to the ADFS authentication page where I successfully authenticate. Then I'm redirected back to the original CRM URL I requested, the browser spins for a while and then stops and leaves me with a completely blank page. The tab name updates to "Microsoft Dynamics CRM" and viewing page source does have some content in it. So I know something is being passed.
It seems like CRM doesn't like Windows Server 2019 Web Application Proxy. I know it's not officially supported, but has anyone gotten it to work or know why something simple like a WAP would be incompatible with CRM?
I'm posting this here instead of in another forum because publishing a generic html page works fine externally, so I know the WAP works.
Thanks a lot.
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Dynamics 365 App for Outlook - Exchange Configurations
Hello,
I have a question about configuring and using Dynamics 365 App for Outlook. The CRM Version is 9.1 on-premises. Outlook is also on-premises.
I was checking the configurations that need to be done on the Exchange Infrastructur.
Is OAuth-Authentifizierung in Exchange definitiely reuqired to use the dynamics 365 App for Outlook? Or does it also work without activating OAuth in Exchange?
Best regards
Fabian
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Custom Workflow is not visible in profiler
I can see many people have asked this question but may be I am not able to get any clear clue on what is required to show the custom workflow in the profiler.
Here is my scenario:-
a) I have an Action
b) Action internally calls a custom workflow
c) I am calling Action from java script
I have registered the workflow through plugin registration tool but when I try to profile the workflow, my custom workflow is not listed. Can someone tell me what mistake I am doing here?
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Unable to connect SharePoint Cloud through Microsoft Dynamics CRM Plugin
Hi All,
I am working on functionality where from CRM when ever any customer is created a customer folder prefixed with customer name to be created in SharePoint site. Once the customer folder is created he will added as only authorized person to view this folder.
To do this I used SharePoint Rest API . I am trying to connect SharePoint cloud from Microsoft Dynamics Plugin. I am using SharePoint Rest API for the connectivity.
Registered add-in in SharePoint And granted permission to allow for web/List site collection.I am able to get the access_token from SharePoint site but when i am trying to query any SharePoint object(Folder) its not allowing me to do. As a response to my query its returning response as "Attempted to perform an unauthorized operation."
API Url fomed : ./sites/dev/_api/Web/GetFolderByServerRelativeUrl('/Customer/Shobhit 1')?$expand=Folders,Files
Here Customer is a parent folder under which we ill be having individual customer folders which is (Shobhit 1).
Also please tell me if i have to remove or add any users for Managing the folder access permission is it possible through Rest API.
Appreciate any help here.
Thanks,
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HTML webresource with navbar included
Hi,
I created this neat html page that I'd like to be accessed via the sitemap as well as by a direct link, something like (we're still on premise) https://ourcrm.us.nl/webresources/helloworld.html.
This works alomst perfectly! If I navigate to this page using the altered sitemap, the entire navbar and application ribbon is shown (Yéééh! Pretty!). If I publish the link on our intranet, clicking it will only open the html page I created and it won't show the navbar and application ribbon (Naaah! Ugly!).
That does make sense, but I'd really like to show the navbar in any situation (don't want my users to forget they're actually working in Dynamics CRM).
Does anyone have an idea how to get that up and running?
I've tried putting it in a dashboard and that 'sort of does the trick', but it's still inside a dashboard (sub optimal).
Thanks for thinking along!
Regards,
Jeroen
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Creating a Notification Template Fails without Error
Hey All,
I am trying to create a new notification template in my custom solution. I click to add a new notification template, and the appropriate form loads. I then complete this form, and click Save, and the form saves successfully. I then go to the solutions and look for the notification template, and none show. Can anyone point me in the right direction, as I am going around in circles.
Thanks,
Andrew
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'f.get_entityLogicalName is not a function' error message when using addCustomView
Hi all! I'm getting the following error message on a field after using the addCustomView call.
Error: "f.get_entityLogicalName is not a function"
If I run my FetchXML in the FetchXML Builder it works perfectly and get the returned results. So I don't know what is causing the issue. My code is as below:
function addCustomRMAProductView(executionContext)
{
let formContext = executionContext.getFormContext();
let viewID = '{00000000-0000-0000-0000-000000000001}';
let entityName = 'msdyn_rmaproduct';
let viewDisplayName = 'This is a custom view';
let rmaNumberGUID = formContext.getAttribute('po_rma').getValue()[0].id;
let rmaNumber = formContext.getAttribute('po_rma').getValue()[0].name;
if (!rmaNumber)
{
console.log("RMA Number not Found. Lookup field not populated");
}
else
{
let fetchXML = "<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\" distinct=\"true\" aggregate=\"true\" >"
+ "<entity name=\"msdyn_rmaproduct\" >"
+"<attribute name=\"msdyn_productname\" aggregate=\"countcolumn\" alias=\"Count\" />"
+ "<attribute name=\"msdyn_productname\" groupby=\"true\" alias=\"RMAProduct\" />"
+ "<attribute name=\"msdyn_name\" groupby=\"true\" alias=\"name\" />"
+ "<attribute name=\"statecode\" groupby=\"true\" alias=\"statecode\" />"
+ "<attribute name=\"msdyn_rmaproductid\" groupby=\"true\" alias=\"msdyn_rmaproductid\" />"
+ "<filter type=\"and\" >"
+ "<condition attribute=\"po_customerasset\" operator=\"null\" />"
+ "<condition attribute=\"msdyn_itemstatus\" operator=\"eq\" value=\"690970000\" />"
+ "</filter>"
+ "<link-entity name=\"msdyn_rma\" from=\"msdyn_rmaid\" to=\"msdyn_rma\" >"
+ "<filter type=\"and\" >"
+ "<condition attribute=\"msdyn_rmaid\" operator=\"eq\" uiname=\"" + rmaNumber + "\" uitype=\"msdyn_rma\" value=\"" + rmaNumberGUID + "\" />"
+ "</filter>"
+ "</link-entity>"
+ "</entity>"
+ "</fetch>";
let layoutXML =
"<grid name=\"resultset\" object=\"10336\" jump=\"msdyn_name\" select=\"1\" icon=\"1\" preview=\"1\">"
+ "<row name=\"result\" id=\"msdyn_rmaproductid\">"
+ "<cell name=\"RMAProduct\" width=\"100\" />"
+ "</row>"
+ "</grid>";
formContext.getControl('po_customrmaproductfilterid').addCustomView(viewID, entityName, viewDisplayName, fetchXML, layoutXML, true)
}
}Any thoughts?
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XML working in FetchXML Builder but flow fails in power automate
I'm trying to build a schedule flow to send an email when an estimated close date is within the next 14 days. The XML works fine and pulls through the correct data in Fetch XML Builder but doesn't work in the power automate schedule flow. I've used the XML from the view i want to look at in Dynamics and it shows the correct opportunities in the builder so not sure why it isn't working in the flow.
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >
<entity name="opportunity" >
<attribute name="name" />
<attribute name="estimatedvalue" />
<attribute name="estimatedclosedate" />
<attribute name="ownerid" />
<attribute name="statuscode" />
<order attribute="estimatedclosedate" descending="false" />
<filter type="and" >
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="estimatedclosedate" operator="next-x-days" value="14" />
</filter>
<attribute name="opportunityid" />
</entity>
</fetch>
Any suggestions would be appreciated as I'm not experienced in XML and seem to be going round in circles trying to work it out.
Thanks
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Open Record Set
Looking to increase number of rows (fields) visible on the "card" in the record set view. Can not locate how to increase from 2 field to 4 fields.
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SSPI negotiation failed when trying to call the SDK after changing a password
Hi,
We are encountering a security issue when trying to call the SDK (onPremise 8.2) from a web service. This worked fine until we changed to password of the CRM user USER_A which is used as 'Identity' of the appPool under which the web service is running.
After changing the password, we re-entered the identity as user USER_A + new password and restarted the appPool.Now we are getting the following exception when calling the SDK
SOAP security negotiation with 'http://crm.xxxx.xxx/org1/XRMServices/2011/Organization.svc' for target 'http://crm.xxxxxx.xxx/org1/XRMServices/2011/Organization.svc' failed. See inner exception for more details.
InnerException = {"The Security Support Provider Interface (SSPI) negotiation failed."}
We thought it might be an SPN issue for accessing the SDK service which runs under SVCUSER
>setspn -q http/crm.xxxx.xx
Checking domain DC=xxxxx,DC=org
CN=SVCUSER,OU=Service Accounts,DC=xxxxx,DC=org
HTTP/crm.xxxx.xxx
We thought we could add USER_A, but this fails (duplicate SPN found) because it already has SVCUSER under which it is running
Any idea why a simple password change would cause this error?
Thanks for your help
Christian
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Account with multiple physical location
I researched this whole site, googled and couldn't find the answer
We have large Global accounts in our Dynamics CRM 365 (9.02 online version), that have locations all over the world. In CRM we use Hierarchy in Accounts to show the different locations. When an Opportunity is entered for the Global Account location, the Ship to-Bill To and Site Location can be 3 different physical addresses.
How can we capture this on the Account form? I thought Address 3 could be used, but we seem to not have the ability to use more than 2 addresses. I'm self taught CRM Newb, please be gentle. I'm probably approaching this completely wrong.
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Hide and Show button based on Database value
Hi,
I need to hide and show assign button on the case entity, if the value of stage from the other entity (hide and show button) is equal to the stage of case entity using js.
I have also written a code, it gives me an alert when stages of both entity is equal but doesn't hide and show button using return true or false.
Any kind of help will be appreciated.
function Can(PrimaryControl)
{
debugger;
var formContext = PrimaryControl;
var stage=formContext.getAttribute("ss_stage").getValue();
var status=formContext.getAttribute("ss_casestatus").getValue();
if(stage!=null)
{
Xrm.WebApi.online.retrieveMultipleRecords("ss_showhidebutton", "?$select=ss_buttonname,ss_role,ss_showhidebuttonid,ss_stage,ss_status").then(
function success(results) {
for (var i = 0; i < results.entities.length; i++) {
var ss_buttonname = results.entities[i]["ss_buttonname"];
var ss_role = results.entities[i]["ss_role"];
var ss_role_formatted = results.entities[i]["ss_role@OData.Community.Display.V1.FormattedValue"];
var ss_showhidebuttonid = results.entities[i]["ss_showhidebuttonid"];
var ss_stage = results.entities[i]["ss_stage"];
var ss_stage_formatted = results.entities[i]["ss_stage@OData.Community.Display.V1.FormattedValue"];
var ss_status = results.entities[i]["ss_status"];
var ss_status_formatted = results.entities[i]["ss_status@OData.Community.Display.V1.FormattedValue"];
if(stage==ss_stage)
{
return true;
}
}
},
function(error) {
Xrm.Utility.alertDialog(error.message);
}
);
else
{
return false;
}
}
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Show/Hide Recent/Pinned from Sitemap/Navigation of Model-Driven app
Hi Community,
Any idea how can I get rid of Recent and Pinned sub-area in Sitemap/Navigation in Model-Drive app. Refer below screenshot for better understanding
Thanks,
Hardik Chauhan
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How to set the Purchase order status to "Billed" in dynamic 365.
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Hide "Show Chart" button from ribbon in Model-drive app
Hi Community,
Suggest me a way to hide "Show Chart" button from ribbon in Model-driven app. Refer below screenshot for details:
Thanks,
Hardik Chauhan
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Arabic call for leads and opportunities
Please i would like ask what do we call "leads" and "opportunities" in Microsoft Dynamics CRM in Arabic language
Could anyone help please
Thank you
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