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Dynamics CRM Background Workflow stuck on "Waiting For Resources" after Update from 9.0 to 9.1 on-Premise

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Hi everyone,

we recently installed an upgrade from 9.0 to 9.1 (9.1.1.914).

After some tests we found a problem with the Async Service. The Async Service is available and running, but after running some Async Workflow such as Bulk Delete, Data Import or Background Workflow, the status gets stuck on "Waiting For Resources".

The following was checked:

1. Deleted millions of failed jobs over the past years in the SQL table "AsyncOperationBase" and reduced to a few thousand.

2. Set up a separate service account for each CRM service.

Can you please tell me where I can find the source of this problem?

Thanks in advance!

BR,

selak

  


Database capacity issue with CRM

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Dear community,

We moved in 2020 from premise to online with CRM dynamics. We have a test AND a prod app on the same tenant. 

The problem is, we have an database capacity allowed of 35.5 Gb but our production database + test DB is more than 47Gb. So we receive more and more warning from MS.

We already cleaned everything : our test platform has almost nothing but necessary to work, and we have asked all our subsidiaires to clean up as many as CRM activity they could (which is the largest table by far).

We're kind of stuck now, we need to keep for legal reason data with customers for years.

What could we do to ? Can we buy more DB space (I don't see any option to do so) ?

thanks a lot for your help

Actual vs estimated revenue

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When we mark opportunity close as loss then too we get option to add actual revenue, what does that mean, We enter estimated revenue at start and then as per quote line items actual revnue gets calculated. When we do close as won, we get option to fill actual revenue. I thought when we won at that time we need to know what we going to earn, at time of loss how can we know what actual cost could have been for work, there can be more need of prods while working. And what significance it carries to put actual revenue when we close as loss. If its loss there has to be no revenue at all. Estimate is fine but actual should be always zero. Please guide with this concept.

Power Automate doesn't seem to let me Update a queue item

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Hi all,

Quick question. I've got a Power Automate flow that sends case to a specific queue by either creating a queue item or updating an existing one if it exists.

So this is how I structured the flow:

You can see I first check if the queue item exists by using a list record action.

Then create a condition for if the queue item exists. So if it doesn't exist then I can create a Queue Item record with the object ID pointed to the case and queue ID pointed to the queue fine. 

The problem comes when I try to update a queue item as per the left condition. See below when I try to update a row for queue items it's only showing limited fields that I can update as opposed to all of them.

SPN updates required for new back end?

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Hi all,

I will be adding a new back end server to our CRM "farm". Will I need to be concerned about updating SPNs for the service accounts we use?

Cheers!

Requiring Fields when Resolving a Case in D365 using Power Automate

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Hi

I want to require some fields when resolving a case and I want to use Power automate is this possible?

Cheers,

Camilo

Automatic Record Creation- map case to either user or contact/account

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Hi, 

I have a situation where some e-mails are sent from contacts and some are sent from users in CRM. Does anyone know how I can add /tag the user in the case when using automatic creation rule?

The default "Cusomter"-field only shows contact/account. The users are also registered as contacts, but I would like the user and not the contact tagged to the case. 

Are there any way to create a query like "IF the sender is a user, tag the user and not the contact"? 

Missing All posts/ Autoposts/ User posts tab in Timeline

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Hi,

I'm looking for this kind of view for the timeline,

however, what I'm getting is like this: 

Is there a way or setting I missed here? I tried checking the settings but can't seem to find it. 

Thanks! 


How to store any entity data on local storage automatically?

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I am facing an issue to save data of any entity data like account, lead or opportunity etc. on local storage automatically. I'm trying to do this by power automate but not succeed, can we do by JavaScript or plugin?

How to create autonumber for childrecords based on Parent record

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I have a requirement to Create Auto number on child records based on existing parent record.

Parent record has Autnumber as ACL -1120

Child records must have auto number as : ACL-1120_001 , ACL-1120_002 and so on.

Please suggest me the best way to implement this.

Thank you.

Rollup Field Issue - Regarding

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Hi All,

Am facing an issue in Rollup Field

Entity A 

Entity B

Entity A have 1:N RelationShip of Entity B

in Entity B i have Total Amount Field

in Entity A i have Rollup Field from Entity B(Total Amount Field)

if i logged in as Admin i can see Sum(Total Amount from Entity B)

if i logged in As User they have only Read/Write Access to their records only i cannot see the Records but teh Rollup field is showing same as Admin

(Eg)

Entity A --> Record Name --> TESTING FOR CALCULATIONS

Entity B --> Record Name --> Child 1 (Amount : 100)

Entity B --> Record Name --> Child 2 (Amount : 100)

If i logged in as System Administrator then in Entity A Rollup Field Showing Value as 200

if i logged in as User (with Create and Read User Access) am still getting Value as 200

Append and Append to Global Access

can any one help me here?

Thanks in Advance

Why are we missing DoNotCorrelateForwardedEmailsAsReplies in our Dynamics 365 Organization Settings?

Any Example of Javascript in FetchXml

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Hi everyone!

REQUIREMENT:  My scenario is that i have datetime field in CRM & I am required to create a matrix report (using FetchXml) based on that datetime field such that DATE should grow horizontally & time should grow vertically & the matrix/data cell will be based on another attribute which will show the unique count.

So because in FetchXml we don't have time/hour clause to groupby so how can i achieved that!?

Can anybody give me an example of Javascript in Fetchxml to extract or split the date & time part separately !?

Much Appreciated!

Onfocus event in control.

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Hi all!

I'm using Microsoft Dynamics 365 and I have a question:

How I can set OnFocus Event for the text input area?

I tried code like this

contact.OnLoad = function (executionContext)
{
    debugger;

    //let phoneField = Xrm.Page.getControl("telephone1");

    let field = document.getElementById("telephone1");
    console.log(field);

    field.addEventListener('focus', (event) =>
    {
        console.log("onfocus");
    });

    

    //let par = phoneField.getParent();

    //let phoneField = document.getElementById("telephone1_i");

    //console.log(phoneField);
    

    //let phoneField = $("#telephone1_i").find("input");

    //let maskOptions = {mask: "+7(000)000-00-00"};

    //let maskedField = IMask(phoneField, maskOptions);
};

but is is not working.

Business Card scan is in the form but isn't in customizations

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Hi, 

I'm personalizing dynamics for the first time and I have a problem with the business card scanner.

When I create a new quick create contact form from scratch, I want to add a business card scanner. i added 1, but when I test it, I have two scanners in my form.

The "Additional" one though, the one at the top, doesn't appear on mobile, so I can't just delete the bottom one.

The first image shows what I see in my CRM, left image in the power apps customizable solution

Did anyone else have the same issue? How can I solve it?

Thank you so much


Import Data Wizard - can you map data to multiple custom entities?

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Hi there,

I have been tasked with trying to find a way to import data into multiple entities, some of which are custom. I know you can map fields to Account and Contact at the same time, but I wanted to know if it was possible to map the data to fields on multiple custom entities (or a mixture of custom and default) at once?

Thanks :)

Web Application with Single Sign using Azure and API

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Hi,

I have a simple Web Application that updates a record in CRM.

This is hosted using Azure and I have configured it to use Delegated User Impersonation.

My application runs fine and updates the record in CRM, but the 'Modified By' is always set to be the  Application User, as I would expect, but the 'Modified By (Deligate)' is not populated at all. I would expect this to be the User I am signed on with?

Please can you advise why this is not the case?

Cheers

Rich

checking for null JavaScript

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Hi,

I want to create salutation text for field "salutation for mail" on Contact's form. I have a field which name is "salutation" and is a OptionSet field. If one option is selected, then the field "salutation for mail" should be filled out with combination of firstname, lastname and Titel. 

But these fields ( firstname, lastname and Titel) can be empty. 

if i check it in a condition like below, i get "null" in field "salutation for mail" if these fields are empty:

 if (Salutation == "" && firstName != null && Titel != null){
formContext.getAttribute("Salutationformail").setValue(Salutation+" "+Titel+" "+firstName+" "+lastName);
}

Does anybody have an idea how can i check these fields for null value so that i dont get null if these are empty?

Thanks

Best Regards!

ADFS Relying Party Trust Help

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Hope everyone is doing okay, I am having a problem with my adfs relying party trust.

In my dev crm environment i configured claims based authentication using this url

 adfs.domain/.../federationmetadata.xml

attached our wildcard certificate and completed this succesfully.

I then did my IFD Succesfully

Proof that Claims based authentication and IFD are configured and enabled.

After IFD and Claims based authentication was enabled succesfully, i then went to my ADFS server to add the relying party trust, This is where my problem lies. 

When i enter my metadata url that contains my server name 

 CRMSERVERNAME.DOMAIN/.../federationmetadata.xml

I then get this error

Is there a location that would give me the correct URL, that i can enter into the Relying Party Trust Wizard??

Web Resources

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Have a 3 field on Account 2 text 1 option set Yes/No.

While option No filed 1 value automatically assigned to 2 and lock field 2 if user change to Yes of field 3 field 2 unlock so that user can change only.

Want to achive through Javascript.

Appreciate for your efforts & support

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