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Custom control: setFilter() and refresh() do not work when first result has only a single page.

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Hi,

I am creating a PCF control that can be used to visualize a list of activities. It's important this control visualizes quickly, so as an optimization I want to add a filter on the dataset which only retrieves recent records. When this dataset is loaded and the user can click, I remove the filter and all records are loaded in the background, allowing the user to start working (assuming the already loaded records are what the user wants to view).

Basically, the control works as follows:

- init, setFilter with date > 14 ago and date < next 14 days,

- updateView, first page of results, updates the visible data 

- updateView, next page (if applicable) 

    ...

- In the last updateView when all pages are loaded, the filter is removed, and the dataset is refreshed using context.parameters.dataSet.refresh().

- updateView, first page of results, updates all data (since no filtering is applied).

- updateView, next page (if applicable)

    ... etc.

This works like a charm if the initial result has multiple pages. 

However, when I try to refresh a dataset which has only one page, the new filter (which should return all records) is never applied and exactly the same records are returned after the refresh().

Am I doing something wrong? I tried clearing the filter before setting it, resetting the paging, changing the page size, but nothing seems to trigger an update for the record set if the initial one is only one page.

Kind regards, 

Maarten van Sambeek


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

Dynamics (FetchXML) - Error: Aggregates are not supported

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Hi,

I'm using aggregate function inside fetchxml (console app code) and it was working perfectly before upgrade. After CRM upgrade I'm getting error as "Microsoft.Crm.CrmException: Aggregates are not supported"

Anyone knows is aggregate functions deprecated in latest version ?

How to create views from form fields?

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I created a form in Dymamics Marketing, and created custom fields for these forms.
Fields that do not exist in the contact entity.
They are specific fields, created just for the form.
But I can't create a view on the Contacts entity with the custom fields I created.


How can I somehow manage to view and extract these new leads from the form?

Cannot Install "Send Customer Voice survey from Dynamics 365" Solution on Instance

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Hi there,

I am trying to install the solution, so I can send out surveys directly from Dynamics 365 CE but I receive an error I can not explain. Google is not helping at all and the MS support hasn't replied that's why I thought I'll give it a try here.

Has someone an idea why I receive the following message?

cv_sendsurveydynamics

DB.PDInvoker Assembly Find

Error code

60644437

Give access to another user

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Hi

We are using CRM online and each users with the SalesRep role can see only the record that they are the owner.

There is a manager role that can see the record all the record of the business unit.

The problem i have is that when a sales rep is in Holiday, we ask another sales rep to take over for a short period of time. the only way i figure out is to give the Manager role to the sales rep for him to be able to see the record of the sales rep that is in holiday. But he is seeing the record of everybody, which is not perfect.

Is there a way to give access to a users to another user record.

Thanks for your help

Read excel & create records in crm online 9.2 uisng console taking time

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Hi Experts,

I am running one console application which will read from excel & create records in crm.

Like in excel 3 sheets i have suppose case,Action,Interview.Here Case is having around 10k records,then Action is having 2000 records & Interview is having 200 records .If i run the console is taking too much time to create all these records for 100 records its taking 5 mins.

How can i decrease the time to create all these records is there any way available or method to use ?

Thanks,

Jharana

Paypal Payflow Link w/ Secure Token - Dynamics compatibility

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We are looking for a solution using Paypal Gateway with Payflow Link using a Secure Token to allow customers to pay payments from a site.  In reading the User's Guide that Paypal provides, the preferred approach appears to suggest using an SDK - see: Payflow Gateway Developer Guide and Reference (paypal.com)

The goal would be for a customer to access a page via the Portal, click on a "Buy Now" type button, then use the Paypal Gateway/Payflow Link to process the payment.  Would think this might be able to setup somehow using JavaScript in the Portal.

The SDK would appear to be more for cases where coding can be done using Java (not JavaScript), so am thinking the SDK wouldn't really be compatible with setup in a Dynamics configuration.

Are there any known guides from a Dynamics persective for setting up connections using Dynamics and Paypal Gateway with Payflow Link using a Secure Token (especially with JavaScript)?  I do see reference on Payflow SDK (paypal.com) that can post transactions directly without the Payflow SDK.


Model Gets Null On Getting Images More Then 3M File Size

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Hi Everyone,

I'm having a problems getting images from front them, we have a UI that get's some images from the clients.

when the files they upload get more then 3Mbytes the model gets Null , and we get error.

I'm getting the files in base64 format.

I made a  model that gets list of annotations.

public List<NoteVM> Officecontract_Annotation { get; set; }

So has anyone got any idea what should I do.
could I use httppostedfilebase?

Regards 

Dynamics Powerapp Portal: Entity List - "Number of link entities in query exceeded maximum limit"

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Hi All,

Recently encountered an issue whereby a contact/portal user is assigned a two custom web roles and upon logging in, under the entity list on the page they see:

"Number of link entities in query exceeded maximum limit". Inspecting the page, hidden underneath this message read "You don't have permissions to view these records"

This behaviour only occurs in live and not UAT or Dev.

I'm familiar with issues around having too many linked entities in your fetchxml or too many lookups on the form etc, but that doesn't seem to be relevant here. The web roles I believe to be set up correctly and this issue has only recently occurred after the project being live for many months. It doesn't occur for all users either, which makes replicating the issue difficult.

Could somewhere steer me in the right direction as to where I should be looking to troubleshoot this. Is it really a linked entity issue? Should I be focussing more on the web roles and entity permissions? Could it be something else?

With Dev and UAT performing as excepted and Prod having the same web roles/permission - I'm a bit stumped.

Anyone else dealt with this before? Any help appreciated.

How to extract an unmanaged solution from managed solutions

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Hello,

I know the subject is known and I know the limitations on the subject, however I would still like to ask you for your opinions on the best practices of my use case:

I have a Prod environment on which a mixture of managed and unmanaged solutions coexist. Obviously, I don't have a DEV environment with all the unsupported solutions and I don't have the unsupported solutions in ZIP somewhere either.

My need would be to be able to export an Unmanaged solution from my Prod environment (therefore from the Managed solutions) in order to be able to recreate an unmanaged Dev environment, aligned with the prod.

I know that by definition it is no longer possible to achieve this, but how impossible is it? Is there a procedure to do this? Maybe by manipulating the XML, or via a script / tools?

Do you have an idea ? experiences there? which could unblock us ... Otherwise I do not see how to continue the developments on this Managed environment ...

Thanks a lot ! 

Best,
Hik. 

I want to fetch data from CRM and create csv file in azure blob.

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Hello All,

I want to fetch data from CRM and create csv file in azure blob by MS flow but while fetching data from CRM  formatted value available only for Starting 5000 record. i want all data formatted value at a time . I tried do until loop for process 5000 record per batch but unable to combine data and create csv file with all data.

How to integrate power automate with dynamics 365 to run the reports

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How to integrate power automate with dynamics 365 to run the reports

How to get Output Parameter from Custom Action Using Web API

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I am unclear as to how to get output parameters using Web Api for custom actions.

I have created a custom action that creates an email with an attached report, and then returns EmailId as an output parameter.

I assign the returned email ID to the local output parameter.

I call the action using web api.


function CallAction() {
var regNumber = Xrm.Page.getAttribute("xxxxxxxxxxxxxxxxxxxr").getValue();
var Id = Xrm.Page.data.entity.getId().substring(1, 37);
var serverURL = Xrm.Page.context.getClientUrl();
var emailid="";
var parameters = {};
parameters.ReferenceNumber = regNumber;
parameters.ReportName = "Test";
console.log(Id);
var req = new XMLHttpRequest();
req.open("POST", serverURL + "/api/data/v8.2/xxxxxxxxxxxxxxxx(" + Id + ")/Microsoft.Dynamics.CRM.xxxxxxxxxxxxxxxxxxxxx", 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 /* complete */ ) {
req.onreadystatechange = null;
if (this.status == 200) {
var results = JSON.parse(this.response);
if(results==null)
console.log("Results null");
else
{
console.log("Results NOT null");
console.log(this.response);
}

}
else
{
Xrm.Utility.alertDialog(this.statusText);
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
else
{
Xrm.Utility.alertDialog(this.statusText);
}
};
req.send(JSON.stringify(parameters));

}

I get null for EmailID in the response body.

Is this not the correct approach?

Thanks

ngetz

Disabling of Active AX will effect CRM 2011 application?

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Hi,

What is the impact on CRM 2011 if we block or Disable the ActiveX controls

Thanks in advance


Dynamics CRM 8.2.5.4 Discount Issue

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hello

i d like to ask if its possible somehow to have percentage discount on product ,based on price.

For example if product price is 100$ then i d like to apply a 5% percent discount

if price is 200$ i dl like to apply 10% discount ..

Something like Begin Quantity-End Quantity but not with quantity

I d like to know if its possible with Begin Price-End Price then percentage amount discount 

thank you

Adding more Emails

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Hello,

I hope you can help me. I didnt find a solution by search throw google and this website.

In my company we use Dynamcis 365, but when I try to add more Emails (see attached pics) I counldn't save it. 

This tool is connected to another software, which we use to creating mass mail. 

Hope you can help me and thank you for advance

Upgrading from CRM 2013 on prem to D365 CRM V9 on prem

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Hello All,

Can anybody give me direction for upgrading CRM 2013 on-prem to d365 crm v9 on prem .Please give me steps involved with links if possible. Also i need to migrate database. Do we have to migrate through external tool or it can be done with in upgrade?

What will be challenges involved in terms of customization like js, plugins, workflows etc , what will be errors expected?

Please reply asap.

Thank you

Using Javascript to handle hide/show actions on form sections using a Multi Option Select Trigger field

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Hey Everyone, 

I am working on a requirement to hide/show specific sections under a tab on the Case form in Customer Service. Client wants a mutli-select option set field so they can pick multiple relevant values. Each value will have a corresponding section which has fields to collect additional information. Client wants to be able to select value(s) from the mutli-select option set field and based on the values they pick, the corresponding sections will display. If they clear one or more values from the mutli select field they want those sections to be hidden and the fields in those sections to be cleared. 

I am not a developer but I am learning JS and I wanted to try to satisfy this requirement using JS code. I have a function written which can display a section when the mutli select value is picked, but I am unable to properly hide that section and clear its fields when the value in the multi select is removed. I have inserted the code below: 

Client.Case.displaySections = function (context) { 

    debugger;

    var formContext = context.getFormContext();
    var items = formContext.getAttribute("my_fielditems").getValue(); //Return array of selected multi select option set values

    
    //Clear sections and fields when the record
    formContext.ui.tabs.get("tab1").sections.get("section1").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section2").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section3").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section4").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section5").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section6").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section7").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section8").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section9").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section10").setVisible(false);
    formContext.ui.tabs.get("tab1").sections.get("section11").setVisible(false);


    if (items != null) {

        var i; //Counter variable

        for (i = 0; i < item.length; i++) { //Loop through each item in the array and hide and show sections based on the selected items
            var currentItem = item[i];

            switch (currentItem) {

                case 953820000: //section1
                    formContext.ui.tabs.get("tab1").sections.get("section1").setVisible(true);
                    break;
                case 953820001: //section2
                    formContext.ui.tabs.get("tab1").sections.get("section2").setVisible(true);
                    break;
                case 953820002: //section3
                    formContext.ui.tabs.get("tab1").sections.get("section3").setVisible(true);
                    break;
                case 953820003: //Section 4
                    formContext.ui.tabs.get("tab1").sections.get("section4").setVisible(true);
                    break;
                case 953820004: //Section 5
                    formContext.ui.tabs.get("tab1").sections.get("section5").setVisible(true);
                    break;
                case 953820005: //Section 6
                    formContext.ui.tabs.get("tab1").sections.get("section6").setVisible(true);
                    break;
                case 953820006: //section 7 
                    formContext.ui.tabs.get("tab1").sections.get("section7").setVisible(true);
                    break;
                case 953820007: //Section 8
                    formContext.ui.tabs.get("tab1").sections.get("section8").setVisible(true);
                    break;
                case 953820008: //Section 9
                    formContext.ui.tabs.get("tab1").sections.get("section9").setVisible(true);
                    break;
                case 953820009: //Section 10
                    formContext.ui.tabs.get("tab1").sections.get("section10").setVisible(true);
                    break;
                case 953820010: //Section 11
                    formContext.ui.tabs.get("tab1").sections.get("section11").setVisible(true);
                    break;
            }

        }

    }

}

I need some assistance with adding logic to hide sections and clear fields if the corresponding field value is removed from the mutli select field. The tricky part is if the mutli select field has 3 values in it, and one of them is removed the system will need to leave the section and the fields untouched for the first two and then hide/clear for the removed value only. Currently if I try it, the code will loop through the array and evaluate each value without considering the others. So if its looking at value1 it will see its in the array and not touch the section for it, but when it looks at value2 it will clear out the section/fields for value1 since value2 is not value1. If that makes sense. 

Any help would be greatly appreciated, I am lost as to how to approach this and I'd like to learn from this too. Thank you!

Dynamics Portal .NET C# Plug-In

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