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Automatic E-mail Tracking for Contacts in CRM

December 8, 2021, 7:59 am
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Hi all,

I'm having trouble identifying the source of this problem:

sometimes, e-mails seem to be tracked to contact records automatically. It is not consistent, sometimes it happens, sometimes it doesn't.

All individuals in the organization have selected "Email messages in response to Dynamics 365 emails" under the "Track" setting. We are not using smart matching, but we are using tokens and correlation.

I know that without seeing specific examples, it's hard to asses, but does anyone have an idea?

These contacts have records in CRM, but are outside of our organization. I thought it might be related to the multiple members of the organization being included in an e-mail chain with external participants, but that doesn't seem to be the case (reliably).

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Can we import portal data from one portal to another portal in same environment?

December 8, 2021, 8:16 am
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I had exported 1st portal data and tried to import data in second portal which is in same environment but unable to see changes.

Can we have any option to import data from 1st portal to 2nd portal which is in same environment.

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Is there any possibility to translate Unit and Unit group Look Up values ?

December 8, 2021, 8:24 am
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An error occurred when communicating with Dataverse. A validation error occurred. The value 3 of 'customertypecode' on record of type 'account' is outside the valid range. Accepted Values: 8,100000001,5,1,2,6,4,9,10,11,12

December 8, 2021, 10:46 am
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I'm trying to set up a connection between CRM and Business Central. When I create a customer in Business Central, I expect it to sync to CRM. However, I get the error below.

An error occurred when communicating with Dataverse.Detailed description: A validation error occurred. The value 3 of 'customertypecode' on record of type 'account' is outside the valid range. Accepted Values: 8,100000001,5,1,2,6,4,9,10,11,12

customertypecode appears to be a field in the Accounts table in CRM. Is there a way we can map this in the integration table mapping? There isn't really an equivalent field in Business Central for this.  

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Retrieving lookup fields using Power BI

December 8, 2021, 3:18 pm
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Hi,

I'm creating a Power BI report which queries Dynamics CRM using an oData URL. I was able to retrieve various entities like account, opportunities and leads. Within each of these entities are lookup fields. For example, the Accounts has a lookup field named "Relationship Type".

I was wondering if there is an entity in the CRM that stores the lookup fields? (in the account table, it displays a number, which is probably used to lookup the actual value of the entity).

Sincerely,

Jason

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Implementing Email To Fax

December 8, 2021, 7:08 pm
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Hi,

Has anybody had any success with the Fax entity as shown in the Customer Engagement SDK?  I am trying to implement an 'email to fax' solution and need to know to what extent the Fax Entity will assist with this endevour.  As part of this requirement, I'm also needing to resend a fax that has already been sent.  I realize there may also be a hardware component to this, which I'm also researching.

Here is the link to the programming reference:

Fax Entity Reference (Dynamics 365 Customer Engagement) | Microsoft Docs

Any guidance or suggestions would be highly appreciated.

Thanks,

Andy

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Simple update of record during the Create event.

December 8, 2021, 9:31 pm
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Simple table of books with prices.

Create a plugin to run in the Create message.

Plugin is run Synchronous and in pre-validation

Expected Result :  take the price of the book and multiply it by 10% and store it in the GSTPrice field  of the same record

namespace Library
    {
    public class CalcGSTPrice : IPlugin
        {
        public void Execute(IServiceProvider serviceProvider)
            {
            //Obtain the execution context from the service provider.
           Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext)
           serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));
            // create a trace log so you can see where in the code it breaks
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            // create access to service
            IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
            tracingService.Trace("have reached execute event in plugin.");

            Entity newRecord = (Entity)context.InputParameters["Target"];
            if (newRecord != null)
                {
                if (newRecord.Contains("new_price"))
                    {
                    // Get price of book
                    Decimal price = newRecord.GetAttributeValue<Money>("new_price").Value;
                    // increase price of book by 10%
                    price = Decimal.Multiply(price, (Decimal)1.1);
                    // create new attribute and set value to new price of book
                    newRecord.Attributes.Add("new_gstprice", new Money(price));
                    tracingService.Trace("Update of new_gstprice has completed");
                    }
                }

            tracingService.Trace("Last line of plugin execute method reached");
            }
        }
    }

Actual Result: Exception is thrown but trace shows All lines of plug in were executed.

If I run the error log in debug all lines execute without an exception.

No new record is created.

Trace log shows exception message.

Exception Details
Exception Details System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Download the details and load with Plug-in Profiler. |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... (Fault Detail is equal to Exception details: ErrorCode: 0x80040265 Message: Download the details and load with Plug-in Profiler. |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...). Exception Details-Details of the exception.
System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Download the details and load with Plug-in Profiler.
|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... (Fault Detail is equal to Exception details:
ErrorCode: 0x80040265
Message: Download the details and load with Plug-in Profiler.
|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...).

I'm unable to determine the cause of the issue as all lines of code in the plugin run without issue.

Any suggestions?

Erick

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Getting a error msg whenever a open the portal but the portal working fine

December 9, 2021, 1:46 am
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(Entity)context.InputParameters["Target"]

December 9, 2021, 2:21 am
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I have a plugin that triggers on update of a Contact in Dynamics,

If in my plugin i set a new Entity to (Entity)context.InputParameters["Target"] am i right in thinking this entity will now have all of the fields associated to the contact record? or does it only contain the fields that were updated?

When the context.InputParameters["Target"] is EntityReference i retrieve the contact fields i need based on the target.id

Example 

public void Execute(IServiceProvider serviceProvider) {
// Get tracing service for debugging purposes
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

// Get the context of the message
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

// Confirm that we have a target and that the target is an entity
if (context.InputParameters.Contains("Target")) {
// Get the service to be used for reading/writing to Dynamics
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService dynamicsService = serviceFactory.CreateOrganizationService(context.UserId);

Entity entity;
if (context.InputParameters["Target"] is Entity) {
tracingService.Trace("Contact update plugin is triggerd - Target is Entity");
entity = (Entity)context.InputParameters["Target"];
}

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Paused SLA's within Cases

December 9, 2021, 3:07 am
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Hi,

I'm hoping someone can help here please.

When we set the Case Status to 'On Hold' our First Response SLA Status will changed to Paused. This is working as expected. However, when we then set the Case Status back to 'In Progress' the First Response SLA Status is set to Cancelled and another First Response SLA is created with the Status of 'In Progress' The SLA timer is calculating the pause fine as well. Is this by design and if so is there a way to modify the system so the SLA only update the Status of the initial SLA rather than creating a new one each time the Case is paused

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Mapping of field done correct but value does not reflect.

December 9, 2021, 3:14 am
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Mapping of field done correct but value does not reflect.

 

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Retrieve user roles from another environment

December 9, 2021, 3:47 am
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Hi ,

I will have to retrieve user details (user roles and Bu) from another instance using plugin code. Can someone knows how I can retrieve it ? Any help would be appreciated.

Note:

I have created one custom entity with user lookup and on select of user lookup I will have to populate user roles in single of text field  

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Max Request Length Exceeded

December 9, 2021, 5:06 am
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I have created the SSRS report and trying to deploy the "rdl" file on CRM. The file size is more than 6mb which is giving me error "There was an exception running the extensions specified in the config file. ---&gt; Maximum request length exceeded" Can anyone help me out in this that without reducing the file size I can deploy the file on CRM. I also added the Screenshot of the error. It will be great help.

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Action not being triggered (dynamicsService.Execute(actionReq))

December 9, 2021, 6:27 am
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I have a plugin that triggers an Action using the below, this action then goes on to trigger an additional plugin. For most users the plugin / action triggers as expected however there are several users the action / downstream plugin is not triggered.

This plugin runs in scope of the user who initiated it.

From the trace log i can see that no exception has been thrown and that the Try/ Catch has been passed, however there is nothing to identify what the issue is / why the action is not triggered for these users.

Are there some permissions that are required to initiate action? / any clues what my issue could be or how i could better debug this issue.

OrganizationRequest actionReq = new OrganizationRequest("example_Action");
actionReq["Target"] = new EntityReference("example_custom_entity", entity.Id);
tracingService.Trace("call action example_Action");
try
{

// IOrganizationService call 
dynamicsService.Execute(actionReq);
}
catch (FaultException<OrganizationServiceFault> ex)
{
tracingService.Trace("Error executing action - " + ex.Message);
}

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Licensing and integration with NAVISION ON-PREMISE

December 9, 2021, 6:53 am
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Hello all,

(because of powers beyond MY control, we're between vendors/partners at the moment and I'm reading/getting ambiguous info online so far, I'll post the same question on two other NAV forums).

We have what I call a non-traditional configuration. Originally 2013 CRM and NAV 2014 where both on premise. We moved to D365 CRM and Business Central (v14 Spring release?) on-premise as we have custom code that is/wasn't ready for Business Central online.

Our sales guys (Enterprise Licensed) need a report built that will draw on data (like a stock level) from NAV BC. They won't be updating/writing to the NAV BC instance, just reading levels updated by the Finance team. 

Do they (D-CRM-365) require licenses on the NAV BC (or other methods below?) server to access this data in the following methods that I see for building said report:

  1. Integrated report to D-CRM-365
  2. Custom PowerApp in the D-CRM-365 Environment
  3. Power BI (we have Premium Per User and Pro users not integrated with NAV BC, for other offerings already and would rather not have to get sales guys licenses for 1 report)
  4. SSRS on the On-Premise SQL server used for NAV BC (we have them licensed as SQL users here already)
  5. Excel (we're M/O365)
  6. Any other suggested method(s)?

Thanks all.

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IFD but restrict external access - use only exchange online connection

December 9, 2021, 9:53 am
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Hi, we have a CRM 2015 RTM, we want to use our Exchange Onlin mailboxes so we are thinking about setting up IFD however we do not want to allow access to CRM from external location.

What's the best way to do this? Is it a matter of not setting up the external IP/DNS entry or would that nter with the Hybrid Exchange Online connectivity?

Thanks

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Post Invoice to Account's timelines or notes

December 9, 2021, 10:29 am
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I want to create a power automate flow to add pdf generated invoices to the the customer's timeline instead of saving it to that invoice timeline.

Any kind of link to the relevant article

Or Suggestion how to do that is appreciated.

Thank you

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Change entity/table scope to user from organization

December 9, 2021, 11:01 am
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Hi All,


Is there a way to change entity/table Record Ownership from "User or Team" to "Organization".

Thank you

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Combine hierarchy security and field/column-level security

December 10, 2021, 12:22 am
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We implemented Dynamics 365 af few years back. A principle of ours is, that we want to share everything across the organization, so all users have global read access to most tables/entities. 

However, one thing we want to restrict access to, is the sales price of an opportunity. We want all users to be able have read access to all opportunities, but we only want them to be able to see the sales price of the opportunities they own - or that users under them in the manager hierarchy owns. 

To achieve this, we ended up creating a separate entity/table to store the sales price which is related to the opportunity. Then we can control the access to this entity using hierarchy security. This works fine - especially with new features like the form component, which allows the user to edit the sales price directly from the opportunity form without knowing, that the field/column is actually in another table/entity.

However, not using the out-of-the-box fields/columns makes it harder to get value from new features. Often, we must find workarounds as, as the sales price is not on the opportunity entity/table.

Since some time has passes since we implemented D365, I was wondering if any changes have been made to the security model, that could make this scenario possible today. 

Is it possible to achieve this, without having to separate the data in two different tables/entities?

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Filtering to show items with no data

December 10, 2021, 2:34 am
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I'm system admin.  If I look at a view and filter a field to show records where that particular field 'does not contain data', I see 7 records.  If a user with Manager rights does the same, they do not get any records returned.  How can I enable managers to see what I see?

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