The Sales and Service areas do not show up for me on the Stie Map even though I have system administrator access.  I think the site map was probably customized.  

I need the Case and Order entities to be accessible, how can I add them there?

When I look up a customer from the Case form it defaults to the Account entity first and then I have to select Contact.

Is there a way to have it default to contact?

HI,

I created a new field of type multiple line of text. I made it searchable. I can't seem to search. it in my view when I try nothing is coming up.

Please help

I hope this makes sense to someone out there. Thank you in advance, and I hope I can find a mentor here. My request will come in the form of too many statements and unclear questions.

I am trying to update the planning data on the opportunity products called (X). I want the opportunity products (X) where opportunity equals (X). Looking at all the instructions I was given, I am trying to update the opportunity product table but only the opportunity product related to opportunity (X).

Update only the related line item table within the opportunity (X) I trigger.

So I  trigger an opportunity (X) by changing the estimated close date. Now I want to update the planning on the child line item of Opportunity (X) ( Not on every line item on every opportunity), just the one related to the one that triggers it.

So we need to be able to filter in this update row.

When creating a flow in Power automate, I couldn't figure out what the Row ID is?

I need to figure out how to retrieve the Row ID from the parent opportunity to show how or how to get the Row IDs.

Please take a look at my screenshots.

If you have a site or a blog on step-by-step instructions, that will be greatly appreciated.

Thanks

Getting not supported error while trying to create polymorphic lookup:

Hi,

how can I just add values to a mutliselect option set with REST / ODATA Web Endpoint?

I can patch values, but they are always overwrite the existing ones. Is there any way to just add values?
For sure, I can GET all values, add the new ones and send this, but then I have doubled effort.

Best,
Robin

hi I have some javascript code which is used to take contract pieces of information and items and create an invoice with those very items.

Though I am not quite sure whether this approach is the best for creating a new record from one entity into another.

My code:

    var currentYear = new Date().getFullYear();
    var currentStart = new Date(currentYear, 0, 1);
    //currentStart.setHours(0,0,0,0);
    var currentEnd = new Date(currentYear, 11, 31);
    //currentEnd.setHours(0,0,0,0);
function start() {
  var ID = parent.Xrm.Page.data.entity.getId().substring(1, 37); 
    var fetchxml = `<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0"><entity name="contractdetail"><attribute name="title"/><attribute name="productid"/><attribute name="allotmentsremaining"/><attribute name="contractdetailid"/><attribute name="net"/><attribute name="activeon"/><attribute name="serviceaddress"/><attribute name="initialquantity"/><attribute name="customerid"/><attribute name="expireson"/><attribute name="uomid"/><attribute name="discount"/>   <attribute name="new_ortfirma"/><attribute name="new_thisstart"/><attribute name="new_thisend"/><order descending="false" attribute="title"/><link-entity name="contract" alias="ab" to="contractid" from="contractid"><filter type="and"><condition attribute="contractid" value="{` + ID + `}" uitype="contract" operator="eq"/></filter></link-entity></entity></fetch>`;

    var encodedFetchXML = encodeURIComponent(fetchxml);
    var queryPath = "/api/data/v8.2/contractdetails?fetchXml=" + encodedFetchXML;
    var requestPath = parent.Xrm.Page.context.getClientUrl() + queryPath;

    var req = new XMLHttpRequest();
    req.open("GET", requestPath, true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
    req.onreadystatechange = function ()

    {

        if (this.readyState === 4)

        {

            this.onreadystatechange = null;
            if (this.status === 200)

            {
                var returned = JSON.parse(this.responseText);
                var results = returned.value;
                
                getContractInfo(results);
            } else

            {

                alert(this.statusText);

            }

        }

    };

    req.send();
}

function test(data, newInvoiceID) {
    var data = data;
    var ID = newInvoiceID;

    for (var i = 0; i < data.length; i++) {
        var existingProduct = data[i];
       if(Date.parse(existingProduct.activeon) < Date.parse(currentStart)) {
           if(Date.parse(existingProduct.expireson) > Date.parse(currentEnd)) {
               var lineitem = {};
        lineitem["productid@odata.bind"] = "/products(" + existingProduct._productid_value + ")";
        lineitem["uomid@odata.bind"] = "/uoms(" + existingProduct._uomid_value + ")";
        lineitem["new_contractactiveon"] = currentStart;
        lineitem["new_contractexpireson"] = currentEnd;
        lineitem["new_ortfirma@odata.bind"] = "/accounts(" + existingProduct._new_ortfirma_value + ")";
        lineitem.quantity = existingProduct.initialquantity;
        lineitem["invoiceid@odata.bind"] = "/invoices("+ ID +")";
        lineitem["manualdiscountamount"] = existingProduct.discount;
        test3(lineitem, ID);
           }
           if(Date.parse(existingProduct.expireson) < Date.parse(currentEnd)) {
               var lineitem = {};
        lineitem["productid@odata.bind"] = "/products(" + existingProduct._productid_value + ")";
        lineitem["uomid@odata.bind"] = "/uoms(" + existingProduct._uomid_value + ")";
        lineitem["new_contractactiveon"] = currentStart;
        lineitem["new_contractexpireson"] = existingProduct.expireson;
        lineitem["new_ortfirma@odata.bind"] = "/accounts(" + existingProduct._new_ortfirma_value + ")";
        lineitem.quantity = existingProduct.initialquantity;
        lineitem["invoiceid@odata.bind"] = "/invoices("+ ID +")";
        test3(lineitem, ID);
           }
       } else if(Date.parse(existingProduct.activeon) > Date.parse(currentStart)) {
           if(Date.parse(existingProduct.expireson) > Date.parse(currentEnd)) {
                var lineitem = {};
        lineitem["productid@odata.bind"] = "/products(" + existingProduct._productid_value + ")";
        lineitem["uomid@odata.bind"] = "/uoms(" + existingProduct._uomid_value + ")";
        lineitem["new_contractactiveon"] = existingProduct.activeon;
        lineitem["new_contractexpireson"] = currentEnd;
        lineitem["new_ortfirma@odata.bind"] = "/accounts(" + existingProduct._new_ortfirma_value + ")";
        lineitem.quantity = existingProduct.initialquantity;
        lineitem["invoiceid@odata.bind"] = "/invoices("+ ID +")";
        lineitem["manualdiscountamount"] = existingProduct.discount;
        test3(lineitem, ID);
           }
           if(Date.parse(existingProduct.expireson) < Date.parse(currentEnd)) {
                var lineitem = {};
        lineitem["productid@odata.bind"] = "/products(" + existingProduct._productid_value + ")";
        lineitem["uomid@odata.bind"] = "/uoms(" + existingProduct._uomid_value + ")";
        lineitem["new_contractactiveon"] = existingProduct.activeon;
        lineitem["new_contractexpireson"] = existingProduct.expireson;
        lineitem["new_ortfirma@odata.bind"] = "/accounts(" + existingProduct._new_ortfirma_value + ")";
        lineitem.quantity = existingProduct.initialquantity;
        lineitem["invoiceid@odata.bind"] = "/invoices("+ ID +")";
        test3(lineitem, ID);
           }
       }
        }
    }         

function test3(data, invoiceID) {
    var req = new XMLHttpRequest();
req.open("POST", parent.Xrm.Page.context.getClientUrl() + "/api/data/v8.2/invoicedetails", 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.onreadystatechange = function() {
    if (this.readyState === 4) {
        req.onreadystatechange = null;
        if (this.status === 204) {
            var uri = this.getResponseHeader("OData-EntityId");
            var regExp = /\(([^)]+)\)/;
            var matches = regExp.exec(uri);
            var newEntityId = matches[1];
        } else {
            parent.Xrm.Utility.alertDialog(this.statusText);
        }
    }
};
req.send(JSON.stringify(data));
setTimeout(50000, Xrm.Utility.openEntityForm("invoice", invoiceID).then(
    function (success) {
        console.log(success);
    },
    function (error) {
        console.log(error);
    }));
}



//info from contract that is going to be used in the invoice
function getContractInfo(data) {
    var ID = parent.Xrm.Page.data.entity.getId().substring(1, 37);

    var req = new XMLHttpRequest();
    req.open("GET", parent.Xrm.Page.context.getClientUrl() + "/api/data/v8.2/contracts(" + ID + ")?$select=activeon,_customerid_value,expireson,_serviceaddress_value,title&$expand=contract_line_items($select=activeon,expireson,initialquantity,price,title,new_thisstart, new_thisend)", true);
    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.onreadystatechange = function () {
        if (this.readyState === 4) {
            req.onreadystatechange = null;
            if (this.status === 200) {
                var result = JSON.parse(this.response);
                var activeon = result["new_thisstart"];
                var _customerid_value = result["_customerid_value"];
                var expireson = result["new_thisend"];
                var title = result["title"];

                createInvoice(_customerid_value, title, data, activeon, expireson, ID);
            } else {
                parent.Xrm.Utility.alertDialog(this.statusText);
            }
        }
    };
    req.send();
}
//create the invoice
function createInvoice(customer, title, data, activeon, expireson, contractID) {

    var entity = {};
    entity["customerid_account@odata.bind"] = "/accounts(" + customer + ")";
    entity["pricelevelid@odata.bind"] = "/pricelevels(be2084c3-1e50-eb11-bc99-00155db20709)";
    entity.name = title;
    entity["transactioncurrencyid@odata.bind"] = "/transactioncurrencies(59f3fa86-385a-ea11-bc6a-00155db20709)";
    entity["new_VertragId@odata.bind"] = "/contracts("+contractID+")";
    entity.new_contractactiveon = activeon;
    entity.new_contractexpireson = expireson;

    var req = new XMLHttpRequest();
    req.open("POST", parent.Xrm.Page.context.getClientUrl() + "/api/data/v8.2/invoices", true);
    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.onreadystatechange = function () {
        if (this.readyState === 4) {
            req.onreadystatechange = null;
            if (this.status === 204) {
                var uri = this.getResponseHeader("OData-EntityId");
                var regExp = /\(([^)]+)\)/;
                var matches = regExp.exec(uri);
                var newEntityId = matches[1];
                var invoiceID = this.getResponseHeader("OData-EntityId").substring(67,103); 
                test(data, invoiceID);

                
                
            } else {
                parent.Xrm.Utility.alertDialog(this.statusText);
            }
        }
    };
    req.send(JSON.stringify(entity));

}

I believe this part is at fault here:

setTimeout(50000, Xrm.Utility.openEntityForm("invoice", invoiceID).then(
function (success) {
console.log(success);
},
function (error) {
console.log(error);
}));

I'd like to open my freshly created invoice record after all of its line items are created. As of now line item creation is incomplete and yet it jumps to the record

I would appreciate your feedback and solutions as I am not too well-versed in coding. Overall improvements to my code would be very welcome as well :)

Hi everyone

I am working on a customer CRM portal solution, which has issues with "Last Successful Login". The data doesnt get saved, when the user logs in, even though the "Authentication/LoginTrackingEnabled" setting is set to true. How do i solve this issue, so that the data gets saved again? Is there a solution?

Hi,

Is there a way to programmatically check which licenses do Users hold?

I know that we can programmatically check for users having Read/Write license or not (For User Table)...however how do we check if license is of Full Customer Engagement (Sales Enterprise / Sales Pro) or Team Member license?

Do Users having Team Member license also have a license of type Read/Write?

Hello,

We are on dynamics 365 CRM on premise version 9.0 and planning to upgrade it to 9.1.3

We have one reporting where all our lower environments point to (A,B,C)

We are only planning to upgrade A for now . Also when we upgrade from 9.0 to 9.1 and then 9.1.3 , do we follow the same steps to install srs connector as well? Upgrade it from 9.0 to 9.1 and then to 9.1.3?

If we upgrade the reporting server to 9.1.3 would that affect other branches like B and C.

Thank you for your help on this

Hi folks,

I'm new to PCF controllers. I have build a PCF controller for single line text which will render a HTML and the HTML fields are defaulted with the values in the form. and then I'm calling an API.
after getting result I'm binding the data back to CRM fields. But after binding I'm getting error for  exceeding the max character of the field.

I have changed the PCF controller to a multi-line text(max length) and but still after binding data I'm getting the same error.

Due to this error, I'm not able to save the record. 

Any leads will be highly appreciated. 

Thanks in advance

I created a brand new "contact card" that I want to use as a Quick View form on the Case form.

When I create a Quick View form on the Case entity and select Contact as the related entity the new contact card form I created does not show up.  Only the existing system ones show up.

I published all customizations and checked again but it still isn't showing.  Does anyone know why?

Is there Copy Functionality for Case Management.  I would like to copy a case record

I am getting the error above after creating a new view and sharing it with users, after I select the view on the dashboard I will get the following error as in title. But if I scroll over the same view filed the data will appear is there a way to correct this Thanks

The problem is that it works with some accounts. I can reassign in some cases but most of the accounts can't be reassigned. The CRM display the following message : 

System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Cannot insert duplicate key. at Microsoft.CDSRuntime.SandboxWorker.SandboxCallbackService.<>c__DisplayClass14_0.<ExecuteCallBack>b__0() in C:\source\src\CDS.RunTime.Sandbox.Fabric\Microsoft.CDSRuntime.SandboxWorker\SandboxCallbackService.cs:line 109 at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties) at Microsoft.CDSRuntime.SandboxWorker.SandboxCallbackService.ExecuteCallBack(Func`2 callback, Func`2 HandleClientException) in C:\source\src\CDS.RunTime.Sandbox.Fabric\Microsoft.CDSRuntime.SandboxWorker\SandboxCallbackService.cs:line 88 at Microsoft.CDSRuntime.SandboxWorker.SandboxOrganizationService.Execute(String operation, ByteString serializedRequest, Object traceSettings) in C:\source\src\CDS.RunTime.Sandbox.Fabric\Microsoft.CDSRuntime.SandboxWorker\SandboxOrganizationService.cs:line 39 at Microsoft.CDSRuntime.SandboxWorker.SandboxOrganizationServiceWrapper.ExecuteInternal(OrganizationRequest request) in C:\source\src\CDS.RunTime.Sandbox.Fabric\Microsoft.CDSRuntime.SandboxWorker\SandboxOrganizationServiceWrapper.cs:line 226 at Microsoft.CDSRuntime.SandboxWorker.SandboxOrganizationServiceWrapper.CreateInternal(Entity entity) in C:\source\src\CDS.RunTime.Sandbox.Fabric\Microsoft.CDSRuntime.SandboxWorker\SandboxOrganizationServiceWrapper.cs:line 162 at Cobalt.Adapters.Platform.Crm2011.DataRequestHandler.Create(DynamicEntity entity) at Cobalt.Components.Snapshot.BusinessObjects.SnapshotBusinessObject.Clone() at Cobalt.Components.Snapshot.Plugins.SnapshotEventHandler.PostUpdate() at Cobalt.Components.Snapshot.Plugins.EventHandler.Execute(String messageName, RequestStage stage, Guid businessUnitId, Guid userId, List`1 parentEntityCollection) --- End of inner exception stack trace --- at System.RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor) at System.Reflection.RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at Cobalt.Adapters.Platform.Core.EventHandlerInfo.Execute(Object[] constructorParameters, Object[] methodParameters) at Cobalt.Components.Snapshot.Plugins.EventDispatcher.DispatchEvent(Object sender, EventSource source, String eventName, RequestStage stage, Boolean async, DynamicEntity preImageEntity, DynamicEntity postImageEntity, Object[] parameters) at Cobalt.Adapters.Platform.Crm2011.PluginAdapter.Execute(IServiceProvider serviceProvider)

Code d'erreur : 0x80040265ID de session : 49a8ed27-4049-4181-a48a-af03081812a4ID d'activité : 855850f1-25f4-4929-8e6b-0ecfa3c85d43Heure : Sun Sep 12 2021 20:21:05 GMT+0200 (heure d’été d’Europe centrale)Fichier journal de téléchargement

Can anyone help please ?

Thanks,

Best,

Simon

Hi 

I have 3 options in the Options set field 

I want to add 3 more and hide these existing fields. 

I do not want to lose the data because these existing options are in use. 

What should I do to hide the fields ? 

Thank You

Hello experts,

I hope you can help me with the generation of maintenance protocols.
The aim is to be able to create a maintenance protocol from a template.

The basic problem is the following:
In order to map what I want, I think four new entities are necessary. Maintenance protocol template, maintenance protocol and two others, which represent the individual steps of a maintenance and can then be found in an editable subgrid. These steps then contain the columns Name, Date, Performed by, etc.

When a new maintenance is created for a system, it should then be possible to select a template and the entire steps are then transferred from this template.

Unfortunately, I have not yet written a plug-in myself and now I wondered whether this is also possible via a flow.
If this is not the case, I would be grateful for further ideas or tips on how to implement this using a plug-in.

Many thanks in advance and best regards,
Daniel

Hi Team,

I am unable to view the dynamics CRM launch page/CRM main screen after the successful installation of Dynamics CRM 2016. During the CRM installation we didn't faced any issues and even we got pop message saying that installation is successful. During the login attempt it is just displaying the black ribbon and an white page in the middle.

Please help me to solve this issue.

Version: MS CRM 2016 On-Premise

Things tried to resolve the issue:

1. Cleared browser cache

2. Reinstalled Dynamics CRM

3. Checked the roles of the service account and this user has full permission on all CRM servers.

4. Checked the CRM log files.

5. Having full permission on AD and SQL Server

I want to share entity with some teams and also hide entities from other teams.
is this possible in dynamic crm, if yes please tell us the procedure to set privilege's.

Hi,

We noticed on 09/09 that our database capacity increased significantly. After analysis this seems to be related to an increase of the relevance search entity from 8GB to 22GB. A few days before this impact we had an issue with the relevance search and Microsoft advices to disable and enable the relevance search again to solve it. 

Anyone notices this big increase as well and can we do anything about it? Because before our relevance search worked as expected. If MS changed something in the background of the relevance search impacting the capacity I don't think it is ok that this impact the customer without any notice.

Kind regards,

Ward