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Solution will not begin Import into new environment

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Hello all, 

I am trying to import my unmanaged master solution into a new "DEV" environment. Our plan is to leave behind our old Dev environment and start using a new Dev environment. We are doing this because we have removed 60+ solutions out of our TEST and PROD environments. Removing these out of our unmanaged DEV will take weeks/months so we would like to just start over and move what we need to our new DEV. 

I stood up a new blank environment and attempted to import our unmanaged master solution and received an error before I could even start the import. 

I have researched this error and have found a few things to try but before I take action I want to get some other opinions on what I should try. 

Thanks,

Joey


Portal - Advanced Form - Cancel Form button - OOB?

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Hi

I'm creating an advanced form. Is there something Out Of The Box which would work as a cancel button? I need to have the form in process stored unless a button is pressed to cancel and restart, but I can't see how to do that.

Thanks
Lee

Query data Dynamics CRM on-premise VS dynamics CRM online

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Objective

Hi, I'm currently working with dynamics CRM on-premise where I'm directly connecting to the SQL server database and fetching data through SQL queries.

Since on-premise features are gonna end-up deprecated soon, I'm planning on using a dynamics CRM online  environment. 

Research

In my research I ended up in the documentation of "Dataverse", I setup a sandbox environment where I can query data through the web API.

However I can't figure out how to access SQL views (or something similar to predefined queries). They are not defined in the API index (or endpoint list as I like to call it).

Looking to implement custom SQL views  in dynamics CRM online

I then read about "savedquery". It seems it used to store a predefined SQL query. I successfully created some and executed them, but it seems some EntityType are not accessible through saved queries...

What can I do?

I want to replace my hundreds of SQL queries I have already written to make them compatible in a dynamics CRM online environment.

Some of those SQL queries are SQL views and I can't seem to rewrite them using fetchxml (language/template used to use saved-queries).

Am I on the right track? Am I clear on what I want to achieve?

I look forward to any advice, thank you.

Process for creating phone call activity

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We have a list of a few thousand accounts that we need to add a phone call activity to. I set-up what I thought was a pretty basic process to run this update on-demand, but even though it appears to run successfully, no activities are being added. Any ideas what I am doing wrong? 

User (Owner) Lookup Filter

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Hi

Is there a way to filter the Owner lookup to only show users within a specific Team? (Not the team itself) At the moment you see every user within D365

WebResource Not Working

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I am trying to load a web resource on a custom entity form. The page works outside of Dynamics but when put into a web resource it just shows a blank page. The source of the web page is below. Any ideas what is going wrong?


<html><head><script>
    varpinInfobox;
   
    functionGetMap() {
   
        varpushpinInfos = [];
        pushpinInfos[0] = { 'lat':52.4982, 'lng': -2.581, 'title':'Address 1', 'description':'Some Text' };
        pushpinInfos[1] = { 'lat':52.5012, 'lng': -2.570, 'title':'Address 2', 'description':'Some Text' };
        pushpinInfos[2] = { 'lat':52.4994, 'lng': -2.578, 'title':'Address 3', 'description':'Some Text' };
   
        varinfoboxLayer = newMicrosoft.Maps.EntityCollection();
        varpinLayer = newMicrosoft.Maps.EntityCollection();
        varapiKey = "<api key>";
   
        varmap = newMicrosoft.Maps.Map(document.getElementById("map"), { credentials:'<api key>' });
        // Create the info box for the pushpin
        pinInfobox = newMicrosoft.Maps.Infobox(newMicrosoft.Maps.Location(0, 0), { visible:false });
        infoboxLayer.push(pinInfobox);
   
        varlocs = [];
        for (vari = 0 ; i< pushpinInfos.length; i++) {
            locs[i] = newMicrosoft.Maps.Location(pushpinInfos[i].lat, pushpinInfos[i].lng);
            varpin = newMicrosoft.Maps.Pushpin(locs[i]);
            pin.Title = pushpinInfos[i].title;
            pin.Description = pushpinInfos[i].description;
            pinLayer.push(pin);
            Microsoft.Maps.Events.addHandler(pin, 'click', displayInfobox);
        }
   
        map.entities.push(pinLayer);
        map.entities.push(infoboxLayer);
   
        varbestview = Microsoft.Maps.LocationRect.fromLocations(locs);
        map.setView({ center:bestview.center, zoom:14 });
    }
   
    functiondisplayInfobox(e) {
        pinInfobox.setOptions({ title:e.target.Title, description:e.target.Description, visible:true, offset:newMicrosoft.Maps.Point(0, 25) });
        pinInfobox.setLocation(e.target.getLocation());
    }
    </script>
    <scriptsrc="">ecn.dev.virtualearth.net/.../mapcontrol.ashxtype="text/javascript"charset="UTF-8"></script>
    <meta><meta></head><bodyonload="GetMap();"onfocusout="parent.setEmailRange();"style="overflow-wrap: break-word;">
        <divid="map"style="position: relative; width: 800px; height: 650px;"></div>
    </body></html>

New App creation, using existing solution

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Hi,

I'm creating a new D365 app.

I'm thinking of using an existing solution and modifying it.

Once modified to fit the brief. How will I then only allow certain users to have access to this new application.

Would I need to create a new 'contact' entity. I'm hoping this will be populated by an API from another application and can accept manually entered data.

or will just applying Roles / permission do the trick.

This new app will also need to incorporate Marketing.  Will probably use this as the initial solution used.

I think there is a spare D365 Marketing Application??

Any advice / ideas as to how to create a new app would be grateful 

   
Regards

Chris

check box field in stage gate BPF

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Hi all,

I have a query. 

I want two option set field as a check box in the BPF stage gate. How can I achieve this?

In my understaing two option set field can be changed to check box by changing the field properties on the form. 

Any help much appreciated.

Thank you.


Replace part of a url string variable in a send email workflow step?

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Hi,

Is it possible to replace part of a url string variable in a send email workflow step?

eg..

To access the Customer Update, please see the link below: 
{Record URL(Dynamic)(Customer Update)}
I would like to replace part of this url, e.g. Replace({Record URL(Dynamic)(Customer Update)},"text to remove","")
Is this possible by maybe creating a variable in a step prior to the send email step?
Thank you,
Ollie

Core 5.0 project references Framework 4.7.2 project and throws error in 'System.Security'.Cryptography.SHA256Cng'

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The framework project is running a method that gets an access token for AAD to dynamics 365 CRM and returns it as a request header. The error from running the GetAuthHeader is

One or more errors occurred. (Could not load type 'System.Security.Cryptography.SHA256Cng' from assembly 'System.Core, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089'.)

I've tried researching it and I'm wondering if I'm using the wrong framework version? Any help is greatly appreciated. Both methods shown below are using Framework 4.7.2.

I'm using the PowerApps-Samples, specifically the CDSWebApiService at https://github.com/microsoft/PowerApps-Samples/tree/master/cds/webapi/C%23/CDSWebApiService

The method below throws an error when called:

private AuthenticationHeaderValue GetAuthHeader()
        {
            AuthenticationResult authResult;
            if (_credential == null)
            {
                authResult = _authContext.AcquireTokenAsync(
                    serviceUri, clientId, 
                    new Uri(redirectUrl), 
                    new PlatformParameters(PromptBehavior.Auto)).Result;
            }
            else
            {
                authResult = _authContext.AcquireTokenAsync(serviceUri, clientId, _credential).Result;
            }
            return new AuthenticationHeaderValue("Bearer", authResult.AccessToken);
        }

The method calling this is shown below. The call to the above GetAuthHeader is what throws the exception:

protected override Task<HttpResponseMessage> SendAsync(
                  HttpRequestMessage request, CancellationToken cancellationToken)
        {
            try
            {
                request.Headers.Authorization = GetAuthHeader(); //This throws the error
            }
            catch (Exception ex)
            {

                throw ex;
            }
            return base.SendAsync(request, cancellationToken);
        }

------------------------------------

code from CRM tools.

Check access of the record

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When i click on check access button available for one of the records. It shows me that the record is shared because I have access to the related record
How can we find what is that Related record mentioned here?

Clearing timeline (Notes, Posts and Actvities)

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Hi forum,

I am reassigning unqualified open leads to different owners but would like to remove the legacy work from the lead timeline section.

Is there a way to do this on bulk (have about 2000 leads to assign)?

Thanks,

Integration through Dual Write

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Hi all,

I have two CRM environments and two FO legal entities, all on same tenant. I used dual write integration facility and integrated one FO legal entity with its relevant CRM successfully. Now i want to integrate my second CRM environment with its related FO legal entity. But when I go to dual write setup it shows me previous integration link(connections) and not showing my second CRM environment to create link for. Why Dual write setup is not bringing the dataverse environments for my second connection.

Any help is highly appreciated.

Regards.

Custom fields in msdyn_projecttask

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Hi,

We've created a custom field, which is showing on the task details form (see below)

But when I use the API to fetch the msdyn_projecttask data from /api/data/v9.1/msdyn_projecttasks(task-uuid) the custom field doesn't show there.

Can anyone point me to where I might be able to find it?

Lead Products add to Opportunity

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Hi All

Lead entity I have sub grid called Products when the lead is qualify the selected
products should be added in opportunity products sub grid

Can anyone give some inputs on this? 

Thanks


Convert Quote attachment(Word file) to PDF in Dynamics 365 CE/CRM

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Hello Experts,

Hope all doing good.

We have Quote record and user will attach the word document (Notes section against quote record). We need to convert this word file to PDF and attach to same quote record. 

Please help me to achieve this.

Note: This PDF will be send to customer via email.

Thanks in advance.

Missing "Audit Log Deletion" record

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Hi,

When I click "Delete change history" button on a record a confirmation popup is displayed. It says "The entire change history for this Lead record will be deleted. This event will be logged in the change history". However nothing is being logged after confirming deletion. The entire log is erased and the "Audit log deletion" event is not logged as described in this post: Deleting Audit Log in Dynamics 365   

This prevents us from tracking the audit log deletion events. Is this a matter or configuration or a issue of Dynamics?

Thanks
twister

How to see the merge history on leads?

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Is there a way of making a list of merged leads?

We have cases where the same lead comes in to CRM from different campaigns, and when we merge them, the other one become inactive. Is there a way to make a view under the Lead entity, where you can see the inactive versions of that person?

We'd like to find a way to have just one lead active, but to see all the different campaigns he/she joined from.

Auto Send Mail after creating case

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Hi there, 

I wish to get mail notification when the case is created. How can I archive this flow? 

Thanks 

Work week view for Sales calendar

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Hello all,

In Outlook, there is one feature allowing one to view their Calendar based on a standard view called "Work Week". For my country, that would mean that it only shows Monday through Friday (5 days out of 7), meaning the only days I have work on.

However in Dynamics, I don't see this option. There are only Day, Week and Month views. (in Personalization settings for example)

Is there a way to change the view to show only a set number of days ?

The only article I've found related to that topic would be below :

 When does your week start? 

Thanks in advance, and have a great week !

Ev

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