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Expiration date workflow reminder based on different units

March 21, 2022, 1:06 pm
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Hello everyone,

I have created a custom entity that contains (Document Type, Document Name, and frequency reminder Choice (Yearly, Weekly, Quarterly, Monthly).

What I want to achieve is the below:

Scenario:
Let's say I created a new record, I set the frequency reminder to Quarterly and the record status is active. After 3 months, the owner of this record should get a reminder about this record through email and if the user did not change the status of this record to Inactive he will always receive a notification every 3 months.

I thought about the below and you might have a better way to achieve this requirement:

  • Create a new read-only field on the form called "Next reminder Date" that will automatically calculate Today's Date + the Frequency option set value selected (Quarterly, monthly, etc..).
  • Create a Power Automate cloud flow that triggers on daily basis and check in this table the next reminder date field. If there is/are any record that matches today's date and active record(s)-> send the list of records to each user.
  • During the process, if the List records action returned data as result (meaning some records require reminder)-> the flow should check the frequency provided for the record and automatically the flow should update the new "Next reminder date".
    What I mean by this condition is:
    Suppose the reminder frequency for one of the records retrieved is quarterly this means that the flow should do this calculation below:
    Example: The next reminder date is: 3/21/2022 and today is 3/21/2022 and the reminder frequency for that record is Quarterly which means the flow should do this calculation Today+3months = next reminder date (6/21/2022) etc.. so the flow should always calculate the next reminder date based on the frequency set for the record.

Do you think Azure Logic Apps are much better than power automate to build this scheduled workflow?
I would like to have your advice if the above logic and Power Automate are good to proceed with based on the above requirements.

Please let me know if you have any other methods. I am open to any suggestions.

Any help is highly appreciated.

Best regards,
EBMRay

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I have created a new "Documents" Entity, now I want to store common sales docs in there

March 21, 2022, 4:33 pm
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I want to have a Document Library in Dynamics where I can store and update documents that all of our Sales people can reference and use on a regular basis. These documents would be accessible in Dynamics but stored in the background in Sharepoint.

The documents would be updated periodically and I would like to retain version history and I believe Sharepoint will do this. 

How do I set something like this up?

Ideally, I would like to click Documents from the main Dynamics menu, and then be presented with a list of document folders, like:

  • Agreements
  • Collateral
  • Processes
  • Policies
  • Sales Procedures
  • Sales Training
  • Etc.

Clicking on each folder will then display a list of documents in that folder.

I have managed to create a Documents entity, now I want to take this further.

Thanks

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Hierarchical Tree Control For Lookup field

March 21, 2022, 10:59 pm
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Hello everyone,

Does anyone know how to config the "Hierarchical Tree Control" for the lookup field?

I'm facing this issue both dynamics 365 v9.1 and dynamics 365 online.

It always popup an error message below message

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Get CRM User license count via CRM WEB API

March 22, 2022, 12:28 am
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Hello,

I would like to know how to retrieve CRM users license count purchased from Microsoft of both user and teams license (count of both available and assigned licenses) via CRM Web API.

Within UI we can view the information directly from admin center, Billing and Licenses.

Regards,
Mahesh

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How to Set timeout on the Client Side scripting

March 22, 2022, 5:10 am
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Hi ,

i am using client side Scripting i am using information from the Quickview form , the mapping and loading of quickview form takes some time as it is dependent on server side C# Script 

so i want to wait my client side script until the quick view form is loaded .

please help me with how to halt the Competency check Function, where to integrate Set timeout before the loading of the executionContext .

varSdk = window.Sdk || {};
(
    function() {
       
        this.CompetencyCheck = function(executionContext){
            varformContext = executionContext.getFormContext();
            //Get Required Competency
            varquickViewControl = formContext.ui.quickForms.get("IJP");
            varRequiredCompetency = quickViewControl.getControl("ijp_competency");
            varRC = RequiredCompetency.getAttribute().getValue()
            //Get Users Competency
            varquickViewControl1 = formContext.ui.quickForms.get("HRMS");
            varActualCompetency = quickViewControl1.getControl("ijp_competency");
            varAC = ActualCompetency.getAttribute().getValue()
           
            varval = parseInt(RC[1]) - parseInt(AC[1])

            if (!(val == 0 || val == 1)){
                formContext.ui.setFormNotification("Competency Criteria Does not Match ","ERROR","formnot" );
               
            }else{
                formContext.ui.clearFormNotification("formnot")
            }


        }
    }
).call(Sdk);
thanks

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How to fetch ICM comments and show on CRM portal Add comments section

March 22, 2022, 8:04 am
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Hello All,

I have a new requirement, whenever user comment on the IcM(Incident Management Tool) we need to fetch all the comments and show on the Portal comments.

Please help me out all possible ways to achieve this requirement.

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Stripe Integration with Microsoft Dynamics CRM

March 22, 2022, 8:04 am
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How to integrate stripe with Microsoft Dynamics CRM please tell me in details.

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API to update business unit of Teams in dynamics 365

March 22, 2022, 8:08 am
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can anyone share  API to update  Business unit of Teams 

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Maintenance of the blocked file extensions for attachments

March 22, 2022, 9:21 am
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For D365 in the cloud, does Microsoft maintain the list of blocked file extensions for attachments? For instance, if a new file extension is determined to be malicious, would Microsoft update the list to include that file type automatically with an update that is pushed to the cloud environments? I could the see the pros (safe environments) and the cons (could break existing applications) but I can't find any information about whether or not this setting is eligible for automatic updates.

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audit log modification - log to keep track audit log modification or deletion.

March 22, 2022, 3:43 pm
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Hi,

I have the following requirement

"System admins should not be able to modify or delete log files.  This privilege enables a malicious admin to hide their activities."

To avoid this type of malicious activity, is any way to keep track of a log for modified or deleted log entries?

or 

is it possible to create Power automate flow on the Audit log entity to trigger an email notification to the Project manager regarding the system admin action?

thank you,

Siva

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Improve web app performance in CRM 4.0

March 22, 2022, 4:06 pm
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Hi:

so I’m usimg ancient CRM on even more ancient OS and recently noticed a weird performance issue. Here’s everything we know so far:

1.  Changed format of names from “First then Last” to “Last, First Middle”

2.  Manually updated all contacts by going one by one, deleting first name, saving, re-entering first name, then saving again. 
3.  Get a “Internet explorer cannot display the web page” error when opening contacts, accounts, or other records

what I’ve done to fix it:

1.  Open IIS manager

2.  Go to site properties > ASP.NET tab

3.  Edit settings

4.  Adjust time out from 300 to 2100. 

5.  Restart IIS

While this does indeed get that error message to go away, I wind up now with rather slow times for my accounts, contacts, or any other record. Does anyone have any suggestions on how to optimize performance?

Environment:

OS: Windows Server 2003 R2 With SP2

SQL: SQL 2005 with SP4

CRM: CRM 4.0 enterprise with no updates

RAM: RNges 512 MB to 4 GB 

client access method: Terminal Server 2003 with IE 8.0 pointing to CRM1.WINX-CESD-US.local/icare

the terminal server has 4 GB of RAM

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Merge records other than contacts, accounts and leads

March 22, 2022, 9:31 pm
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Hi all,

I've googled this on multiple occasions and it still seems not possible but want to check with the community if there's any other ways we can look at to merging records. Will probably have to be custom a plugin. Can someone point me in the right direction of maybe some boiler plate code for potentially merging records other than the 3 entities they let us merge stuff for.

Kind regards,

Mike

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How to convert SSRS report in word format using JavaScript?

March 22, 2022, 10:51 pm
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Hi Team. I want to generate SSRS Reports in Microsoft Word document format and attach as a Note in custom entity. by using JavaScript. I have tried below code, but it did not work. Can any one suggests JavaScript for this.

function fnConvertReportToWord(projectId, formContext, reportGuid) {

let queryString = globalContext.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=public&ContentDisposition=OnlyHtmlInline&Format=DOCX";

var retrieveEntityReq = new XMLHttpRequest();
retrieveEntityReq.open("GET", queryString, true);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.responseType = "arraybuffer";
retrieveEntityReq.onreadystatechange = function () { // This is the call-back function.
if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {
var binary = "";
var bytes = new Uint8Array(this.response);
for (var i = 0; i < bytes.byteLength; i++) {
binary += String.fromCharCode(bytes[i]);
}
//This is the base64 Word formatted string
var base64WordString = btoa(binary);
CreateConsolidateWordNoteUnderProject(base64WordString, projectId, formContext, reportGuid);

}
};
//This statement sends the request for execution asynchronously. Callback function will be called on completion of the request.
retrieveEntityReq.send();

}

function CreateConsolidateWordNoteUnderProject(data, projectId, formContext, reportGuid) {
try {

var fileName = "Test";

//deleteAttachments(fileName);
var entity = {};
entity.documentbody = data;
entity.objecttypecode = 'new_customerEntity';
entity["objectid_customerEntity@odata.bind"] = "/new_customerEntitys(" + projectId + ")";
entity.subject = fileName;
entity.filename = fileName;
//entity.mimetype = "application/pdf";
//entity.mimetype = "application/msword";
entity.mimetype = "application/vnd.openxmlformats-officedocument.wordprocessingml.document";
var globalContext = Xrm.Utility.getGlobalContext();
var req = new XMLHttpRequest();
req.open("POST", globalContext.getClientUrl() + "/api/data/v8.2/annotations", 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];
formContext.data.refresh(true);

} else {
console.log(this.statusText);
}
}
};
req.send(JSON.stringify(entity));
}
catch (error) {
HideLoading();
Console.log("Error in createConsolidateNote JS Error: " + error.message);
}
}

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package to appsource

March 23, 2022, 12:43 am
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Hi ! I've been creating a package for my solution and I'm not able to get the dynamics 365 sdk into the visual studio even after installing the sdk . I'm using a mac mac machine and visual studio 2019 with .net 5.0 . Is it a compatible only with Windows ? If so , how can i create a pkg folder manually in mac . 

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cannot fecth dom object in webresource file

March 23, 2022, 12:46 am
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Hello,

This is a portal side issue but couldnt find the right forum . Please help if possible.

I have a webresource in my form which is basically an html page and has js within. inside the js i am trying to fetch the value of one of the input tag from the form.

i am not able to fetch this object inside of the webresource as from console window i can see both are loading as different file

When i tried the same thing in my different form (create). it is working correctly. Can anyone provide what can be the issue?

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Microsoft Dynamic pivot table export issue

March 23, 2022, 3:18 am
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Hi there,

When exporting to a dynamic pivot table and following all the required steps, it opens as a dynamic worksheet and not a pivot table.

NB: I was given the option to select the fields for the pivot table before exporting but yet it still just opens as a worksheet.

Thanks.

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Enhanced email Timline set Position of Popup Window

March 23, 2022, 4:47 am
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Is there a way to set the position on the screen for the window of enhanced email timline. I would like to set it higher so that it is not at the bottom right of the screen. 

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Enhanced email Timline set Position of Popup Window

March 23, 2022, 4:48 am
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Is there a way to set the position on the screen for the window of enhanced email timline. I would like to set it higher so that it is not at the bottom right of the screen. 

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is it possible to register C# plugins on Managed Solution

March 23, 2022, 4:56 am
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i was deploying my solution as managed , i understand no customization can be done on Managed solutions, wanted to know if it is not possible to even register plugins on top off Managed Solution.

thanks 

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Access Denied error in automated flow while moving notes to SharePoint

March 23, 2022, 5:38 am
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