Hello Experts,
Is there any way to download / Export Microsoft dynamics 365 CRM custom reports from CRM online to my disk or my pc.
i have download / export .rdl file into my system.
Any help can be appreciated. Very thanks in advance.
Thanks & Regards,
Akshay Shah
Hi,
I've been trying to import a XML file into the Accounts entity in Dynamics CE.
Keep getting error of 'A Duplicate lookup reference was found' for column header Account Type.
Noticed I have two records named School. 
What is the best way to resolve this?
Deletion or Edit??
Hi Guys,
I am getting an error when trying to profile a workflow. My custom workflow is using the .NET Framework 4.6.2.
I created the workflow in CRM and added the step. In the plugin registration tool, I try and profile the workflow and get this error:
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Unable to load plug-in assembly. Detail: <OrganizationServiceFault xmlns="http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:i="http://www.w3.org/2001/XMLSchema-instance"><ActivityId>513961ef-328a-4b27-8230-39e692dd7412</ActivityId><ErrorCode>-2147204719</ErrorCode><ErrorDetails xmlns:a="http://schemas.datacontract.org/2004/07/System.Collections.Generic"><KeyValuePairOfstringanyType><a:key>ApiExceptionSourceKey</a:key><a:value i:type="b:string" xmlns:b="http://www.w3.org/2001/XMLSchema">Plugin/Microsoft.Crm.ObjectModel.PluginAssemblyService</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiOriginalExceptionKey</a:key><a:value i:type="b:string" xmlns:b="http://www.w3.org/2001/XMLSchema">Microsoft.Crm.CrmException: Unable to load plug-in assembly. ---> Microsoft.Crm.CrmException: Unable to load plug-in assembly. at Microsoft.Crm.ObjectModel.PluginAssemblyServiceInternal`1.LoadCrmPluginAssemblyMetadata(IBusinessEntity pluginAssembly, ExecutionContext context, Boolean loadAllMetadata) at Microsoft.Crm.ObjectModel.PluginAssemblyServiceInternal`1.RetrieveAssemblyMetadata(IBusinessEntity pluginAssembly, ExecutionContext context, Boolean retrieveFromExisting, Boolean forSystemAssembly) at Microsoft.Crm.ObjectModel.PluginAssemblyServiceInternal`1.ValidateOperation(String operationName, IBusinessEntity entity, ExecutionContext context) at Microsoft.Crm.ObjectModel.SdkEntityServiceBase.CreateInternal(IBusinessEntity entity, ExecutionContext context, Boolean verifyAction) --- End of inner exception stack trace --- at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context) at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context) at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass2_1.<Execute>b__0()</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiStepKey</a:key><a:value i:type="b:guid" xmlns:b="http://schemas.microsoft.com/2003/10/Serialization/">3ecabb1b-ea3e-db11-86a7-000a3a5473e8</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiDepthKey</a:key><a:value i:type="b:int" xmlns:b="http://www.w3.org/2001/XMLSchema">1</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiActivityIdKey</a:key><a:value i:type="b:guid" xmlns:b="http://schemas.microsoft.com/2003/10/Serialization/">513961ef-328a-4b27-8230-39e692dd7412</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiPluginSolutionNameKey</a:key><a:value i:type="b:string" xmlns:b="http://www.w3.org/2001/XMLSchema">System</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiStepSolutionNameKey</a:key><a:value i:type="b:string" xmlns:b="http://www.w3.org/2001/XMLSchema">System</a:value></KeyValuePairOfstringanyType></ErrorDetails><HelpLink i:nil="true" /><Message>Unable to load plug-in assembly.</Message><Timestamp>2021-11-25T13:14:13.4504656Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true" /><InnerFault><ActivityId>513961ef-328a-4b27-8230-39e692dd7412</ActivityId><ErrorCode>-2147204719</ErrorCode><ErrorDetails xmlns:a="http://schemas.datacontract.org/2004/07/System.Collections.Generic" /><HelpLink i:nil="true" /><Message>Unable to load plug-in assembly.</Message><Timestamp>2021-11-25T13:14:13.4504656Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true" /><InnerFault i:nil="true" /><OriginalException i:nil="true" /><TraceText i:nil="true" /></InnerFault><OriginalException i:nil="true" /><TraceText i:nil="true" /></OrganizationServiceFault> Server stack trace: at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc) at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout) at System.ServiceModel.Channels.ServiceChannelProxy.InvokeService(IMethodCallMessage methodCall, ProxyOperationRuntime operation) at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(IMessage message) Exception rethrown at [0]: at PluginProfiler.Library.ProfilerManagementUtility.CreateWorkflowAssembliesAndTypes(CrmServiceClient service, ActivityAssemblyCompilerConfiguration configuration, Dictionary`2 types, OptionSetValue isolationMode, DateTime lastModified, IEnumerable`1 mappedAssemblies) at PluginProfiler.Library.ProfilerManagementUtility.InstrumentWorkflowSteps(CrmServiceClient service, Guid workflowId, String keyFileName, CustomActivityStep[] workflowSteps) at PluginProfiler.Library.ProfilerManagementUtility.EnableWorkflow(CrmServiceClient service, String overrideKeyFileName, Guid workflowId, Boolean persistToEntity, String persistenceSessionKey, Boolean includeSecureInformation, Boolean isContextReplay, CustomActivityStep[] workflowSteps) at Microsoft.Crm.Tools.PluginRegistration.CommonControls.ProfilerSettingsViewModel.btnOk_Click()
Any ideas?
Thanks,
Stone
What I'm trying to do is have a second SSRS instance that we deploy custom FetchXML based reports to.
But if I install the Dynamics Reporting Extensions onto that SSRS instance, then I believe it's going to automatically deploy all the reports from our Dynamics organization to that SSRS server, correct?
Is there a way to just install the MSCRMFETCH data extension onto a secondary SSRS instance without having all the reports from CRM be deployed there as well?
We have tables created in Powerapps that are connected to sharepoint for documents. Each of these tables has a field named "Sharepoint Link". We also created some Microsoft Flows that update the record with the Sharepoint Link that its connected to.
However as far as we know, the connection between the powerapps table & sharepoint only activate when the record is opened up atleast once through Dynamics 365. This is an issue because we have bulk uploaded any records that require its documents to be uploaded to. And the point of the record having the sharepoint link field is so we can properly upload the correct files to the correct sharepoint folder.
The main question here, is how do we get the sharepoint link of a record without having to open it once. We dont want to have to open thousands of records just to get the sharepoint link populated. We need to do this in bulk and want to know how to get the record-sharepointlink connection.
We want to run our flow on all records whos "sharepoint link" field does not contain data and have the flow find the sharepoint link and place the link in the sharepoint link field. This flow already works perfectly find but ONLY when the record in question has been opened up atleast once. How do we do this in bulk WITHOUT having to open thousands of records one by one.
Thank you!
Hi, I'm Kim
I want to put PowerBI report in Dyanmics365
So I open customizations.xml, put section for PowerBI report.
But I need more condition. So I want to get to formContext in xml like JavaScript.
How can I get form's attribute in xml?
If that's impossible, How I add condition to PowerBI report in D365
(ex: account's name = A, so call PowerBI report for A or account's name = B, call PowerBI report for B)
Thanks in advance.
I am getting import failed error while executing import script.
This is the error message I got in logs:
PackageDeployer Error 2 26-11-2021 14:06:26 Message: Failed to load solution IRIS Core with version 0.2021.1020.1953. Message: Field not found: 'Microsoft.Xrm.Tooling.Connector.ImportSolutionProperties.ISTEMPLATEMODE'. Source : Microsoft.Xrm.Tooling.PackageDeployment.CrmPackageCore Method : ExecuteImportSolution Date : 14:06:26 Time : 26-11-2021 Error : Field not found: 'Microsoft.Xrm.Tooling.Connector.ImportSolutionProperties.ISTEMPLATEMODE'. Stack Trace : at Microsoft.Xrm.Tooling.PackageDeployment.CrmPackageCore.ImportCode.BaseImportCustomizations.ExecuteImportSolution(ConfigSolutionFile Sol, String sSolutionImportFilePath)
I am not able to figure out the cause of the error, could you help with this?
Can we read data from PDF in SSIS? I have a table in PDF and i want to read table data from PDF and insert that data in CRM using SSIS package.
This code is joining incident & systemusers entity.
//link users
queryIncident.LinkEntities.Add(new LinkEntity("incident", "systemuser", "modifiedby", "systemuserid", JoinOperator.LeftOuter));
queryIncident.LinkEntities[6].EntityAlias = "users";
queryIncident.LinkEntities[6].Columns.AddColumns(
"fullname",
"domainname",
"businessunitid"
);
I have no problem retrieving "fullname" & "domainname" value using below lines.
string entRefUsersFullName = entIncident.Contains("users.fullname") ? entIncident.GetAttributeValue<AliasedValue>("users.fullname").Value.ToString() : "";
string entRefUsersDomainName = entIncident.Contains("users.domainname") ? entIncident.GetAttributeValue<AliasedValue>("users.domainname").Value.ToString() : "";
But I'm unable to do so for "businessunitid". I'm receiving "Microsoft.Xrm.Sdk.AliasedValue" error when i run below line. Any advise?
var businessunitID = entIncident.GetAttributeValue<AliasedValue>("users.businessunitid");
var businessunitGUID = businessunitID.ToString();
don't see export options available now
Hello,
I'm new to Dynamics and trying to configure a new security role. I've been able to set the permissions on certain entities but not others as they don't appear in the security roles' settings options. I suspect this is because these are related entities but am I right? Examples include:
- accountleads
- customeraddress
- appaction
- appointment
I've gathered my list using the XRMToolBox Access Security Roles tool.
Many thanks!
Hello:
it looks like I made a bit of a mess up in my production environment. While attempting to deploy another product which requires an AD schema edit (Live communication server 2005), that failed and I’d like to start over with a different version of LCS namely 2007, however that won’t let me install it because of the failed schema update from 2005. So, in an attempt to learn from my mistakes I just want to start with a clean forest, with a clean AD schema and back up before I make any changes. The only problem is, I want to take my CRM database and all of the customizations and such with me. The problem with all of this is that by creating a whole new AD structure, the old CRM database and related files will not work as they need the specific groups set up with the specific SIDs prior to the recovery. The question is: 1) is it possible to recover CRM from a broken AD environment to a fresh AD? 2) If so, what are the steps needed to do this?
it is important to recognize that I am running CRM version 4.0 with no updates. The reason for no updates is that I couldn’t find the updates.
Hi,
We have an access issue that we're currently investigating/looking for the root cause. In the past, Access Checker from XRMToolbox has been helpful to us but now we're unable to use it.
When we try to retrieve access rights of a user from any entity, we are getting this error:
"An error occurred: Sequence contains no matching element"
By the way, we are still on Dynamics 365 v8 on-prem, so no check access feature yet.
Anyone who can provide another way of checking access to records, please let me know. This will be very helpful for us.
Thank you!
Regards,
Gracia
Hello,
I have tried to add the control "RichTextControl" to a multiline text field.
However, I get this message in the text field where I include the RichTextControl. :
This control (MscrmControls.RichTextControl.RichTextControl) is deprecated use MsdynmktControls.RichTextControl.RichTextControl instead.
Does anyone have any idea how to fix that or the control change can be done?
I am installing the CRM Server 2016 and I am geting this error:
Action
Microsoft.Crm.Setup.Shared.RemoveOrphanedProductUpdateRegistryKeysAction failed. Data ProductInfo.ExistingProductCode is not available.
Environment:
Full Server install on a single VM
Windows Server 2012 R2 Standard
SQL Server 2014
Connect in Internet CRM 2016 install update is possible
Please help me!
URGENCE
I am installing the CRM Server 2016 and I am geting this error:
Action
Microsoft.Crm.Setup.Shared.RemoveOrphanedProductUpdateRegistryKeysAction failed. Data ProductInfo.ExistingProductCode is not available.
Environment:
Full Server install on a single VM
Windows Server 2012 R2 Standard
SQL Server 2014
Connect in Internet CRM 2016 install update is possible
Please help me!
URGENCE
Hello.
We need to update 8300 records, we export data from crm as static datasheet and update and import it to crm. but crm does not recognize any records in analyzing data, as you can see in below in screen. anybody know where is the problem?
Kind regards
Hi All,
I'm getting an unknown error message that has never happened before. When I try to close an opportunity as won for our client we get a Loading chunk 158 failed error message.
Does anyone know how to resolve this issue? Thank you in advance.
https://home.dynamics.com is deprecated and how can i create the applications now? do i have to purchase licenses? please tell me how can i create the application and start learning about dynamics? thank you.
Hi,All
Need to create contact if contact does not exists
abc entity import
-> If contact exist CRM automatically create abc record
-> If contact does not exist then abc record creation will be failed. ->
hence Need to create contact if contact does not exists. how can we acheive this
any suggestions will be marked as verified