I would like to use the dataverse value @OData.Community.Display.V1.FormattedValue in the "List Row" action in "Filter row". However, I do not know how. For example, this is relevant for me if my values in dataverse are of type "choice" or "date".
Is there a way to do this?
Hello everyone, we are having a brand new issue. Until about the 1st of this month we were able to connect to two different CRM online organizations on the same console application where we take certain data from one and do work on the other org.
When we connect to organization 1, and then we try to connect to organization 2 the CrmServiceClient object stays pointing at organization 1. For example:
private static void test()
{
CrmServiceClient crmSvc = new CrmServiceClient(ConfigurationManager.ConnectionStrings["CRMCloudProd"].ConnectionString);
Console.WriteLine(crmSvc.ConnectedOrgFriendlyName);
Prints our production environment
usertest2();
}
private static void test2()
{
CrmServiceClient crmSvc2 = new CrmServiceClient(ConfigurationManager.ConnectionStrings["CRMCloudSandbox"].ConnectionString);
Console.WriteLine(crmSvc2.ConnectedOrgFriendlyName);
Prints our production environment still
}
If we flip it, so that CRMCloudSandbox is the first CRM being pointed to, both functions will print Sandbox environment
Before this month, we were able to make use of both environments in the same class.
My questions is: is this a bug or an intended change? If this is intended; how could I interact between the two environments again? use two different classes?
I am attempting to disassociate a contact reference to a single-valued navigation property by setting the value to null.
This works when I call the web api directly:
PATCH https://mydynamics.crm.dynamics.com/api/data/v9.2/contacts(00000000-0000-0000-0000-000000000000)
{ "firstname": "John",
"lastname":"Doe",
"lookup1@odata.bind": null,
"lookup2@odata.bind": null,
"lookup3@odata.bind": null
}
//[...other data omitted for brevity...]
So these lookup fields, lookup 1,2, and 3 would be reset to null (The association is removed).
We run a synchronization program that calls these operations in a batch and when this runs -- using the same payload -- the lookup fields fail to reset (although if I modified firstname or lastname - those fields would update). This is a POST batch call containing just the single PATCH operation in this case but it normally contains multiple operations.
All documentation I can find states that PATCH with multiple operation should be a POST call but it didn't reset my lookups.
If I change the POST batch to a PATCH batch...then it works as expected and all fields are updated correctly including the lookups!
Why the difference between BATCH POST vs PATCH?!
Any help is appreciated!
Hi everyone
I am currently trying to customize the 'Dynamics 365 App for Outlook'.
I was able to easily find the 'App for Outlook Contact Card' but I cannot find the corresponding Quick View form for the Account table. It simply doesn't exist anywhere!!
In Outlook when an email is tracked regarding an account record, the account details display in the form - so it must exist somewhere!
I installed from AppSource this week:
I've tested this across two tenants, and still can only see the Contact form.
Any suggestions on how to find the Account from would be appreciated.
Thanks
Matt
Note: Account has been renamed to Client, Contact to Worker
One of our users is having an issue on their tablet where an email is about half the width it's supposed to be when viewing it, so she has to scroll horizontally to read a single line. I've looked at the control for this component but both the simple text box and rich text editor give the same result. The email displays correctly on desktop and mobile.
I need to sort or filter WO by Field Engineers, but I don't want to create any button for that, Can I achieve it like other by default fields(Created On, Created By, Work Order Number)
Hi,
I have created an SSRS report for Invoices in Dynamics 365 Online, It was working fine until I realized I missed one attribute of the linked entity, I added that attribute to fetch XML and tested the XML using, the XRM toolbox Fetch XML tester and it returned the desired value which I was looking for, But as I uploaded the report in CRM it is giving me a blank report which was not the Issue before.
That's what kind of confuses me, If Fetch XML Tester is returning the value why doesn't the Report. I would appreciate any kind help and guidance.
<fetch>
<entity name="invoice" enableprefiltering="1">
<attribute name="invoiceid" />
<attribute name="shipto_line2" />
<attribute name="shipto_city" />
<attribute name="billto_line2" />
<attribute name="sg_referencenumber" />
<attribute name="shipto_stateorprovince" />
<attribute name="billto_stateorprovince" />
<attribute name="shipto_postalcode" />
<attribute name="billto_city" />
<attribute name="billto_line1" />
<attribute name="billto_line3" />
<attribute name="invoicenumber" />
<attribute name="createdon" />
<attribute name="billto_postalcode" />
<attribute name="shipto_line3" />
<attribute name="shipto_line1" />
<attribute name="msdyn_invoicedate" />
<attribute name="paymenttermscode" />
<attribute name="sg_workorder" />
<attribute name="freightamount" />
<attribute name="totalamount" />
<attribute name="totallineitemamount" />
<attribute name="totaltax" />
<attribute name="sg_salesperson" />
<attribute name="billto_telephone" />
<attribute name="shipto_telephone" />
<attribute name="datedelivered" />
<attribute name="description" />
<link-entity name="invoicedetail" from="invoiceid" to="invoiceid" alias="invoiceproduct">
<attribute name="productname" />
<attribute name="invoiceid" />
<attribute name="baseamount" />
<attribute name="description" />
<attribute name="priceperunit" />
<attribute name="invoicedetailid" />
<attribute name="quantity" />
</link-entity>
<link-entity name="businessunit" from="businessunitid" to="owningbusinessunit" alias="owner">
<attribute name="address1_line3" />
<attribute name="address1_line1" />
<attribute name="address1_city" />
<attribute name="address1_stateorprovince" />
<attribute name="address1_fax" />
<attribute name="address1_postalcode" />
<attribute name="address1_telephone1" />
</link-entity>
<link-entity name="account" from="accountid" to="customerid" alias="mainacc">
<attribute name="name" />
<attribute name="msdyn_billingaccount" />
<attribute name="accountid" />
</link-entity>
<link-entity name="account" from="accountid" to="sg_billingaccount" alias="billing">
<attribute name="name" />
<attribute name="accountnumber" />
<attribute name="accountid" />
</link-entity>
<link-entity name="account" from="accountid" to="sg_serviceaccount" alias="service">
<attribute name="name" />
<attribute name="accountnumber" />
<attribute name="accountid" />
</link-entity>
</entity>
</fetch>
The attributes in red are added later in the report and that is why I am getting the blank report. I am trying to create an Invoice report and it's returning me blank when I am trying to add Bill to and ship accounts
Thank you in advance
I know this has been asked in the past but the solution from 2016 does not seem to work anymore. Anyone has a magic recipe for accessing this data via reports or otherwise?
I'm looking for name of contacts and CRM users who follow them.
I need to add a custom save button into a Dynamics365 Powerapps Portal webform to post form data into dynamics but not move to the next tab.
It is insane this functionality isn't available out of the box. have any of you cleaver people done this?
ps, I have seen Debajit's Power Apps & Dynamics 365 Blog, and it doesn't work. It adds the button, but doesn't post the data. I have also tried to contact him, and he's not responding.
Please help
Jim
Hello,
I have an HTML page (WebResource) inside my CRM, it is visible in the site map of my model-driven app, and users access it as they do with entities.
I want to apply a Field Security Profile to its field to let only specific users modify the values: is it possible? And how?
Can I do it with/without code?
Hello,
I am trying to use a custom C# CodeActivity to update a different entity than which entity triggers it. I have been trying to use Microsoft.Xrm.Tooling.Connector CrmServiceClient to achieve this, although I am getting the error message "Could not load file or assembly 'Microsoft.Xrm.Tooling.Connector, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The system cannot find the file specified." Any suggestions?
.NET Framework 4.6.2
All NuGet packages are on current stable versions and all appear to be compatible (Microsoft.CrmSdk.XrmTooling.CoreAssembly version 9.1.0.108)
Thank you!
When I did a user report of the security roles I noticed that some users had the System Administrator security role assigned.
I removed this role for each user because those users weren't eligible for that role.
Some days later I noticed that the same thing happened to the same set of users so what I did was enable the Auditing for the security role entity and cleared their permissions.
Now that it happened again I checked the logs and saw that # CDSUserManagement is assigning the roles. Why is this happening and how can I stop this?
Regards
Hi,
we have around 4000 users in the organization, so all should be able to use a simple model driven application , what is the minimum or base licensing needed for them to use application.
per app per user plan cost 5$ per user which is $ 20k, which will be really expensive.
Everyone in the organization are office 365 users. so wanted check if there any baseline licensing that comes with office 365 that we can leverage.
thanks
Dear Community,
I tried to launch 2 or more Bulk Record Deletion jobs in the same time, but I saw that only one is started and the others still in waiting status.
The jobs tried to delete records from different entities (case, emails) ..
So is it possible to have multiple Bulk Record Deletion Jobs in "In Progress" status at the same time ? or only one job can work ?
Thanks a lot for your help.
Hi all,
For space character it is 2 stars surrounding space ie * *
how about carriage return character?
Hi,
One of My Team mate Created a new Dataverse Connection With "Service Principle" in the Environment. He want to Share that Connection with me so that I can Use that Connection in MSFlows.
Can Anyone Assist me How to Can he share that connection to me.
Thanks
Hi Team,
Please find find below is the connection string format where OAuth not working.
public static CrmServiceClient Connection()
{
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
//ServicePointManager.SecurityProtocol = (SecurityProtocolType)3072;
string authType = "OAuth";
string userName = "abcd@d365.onmicrosoft.com";
string password = "12345";
string url = "">abcd.crm8.dynamics.com";
string appId = "51f81489-12ee-4a9e-aaae-a2591f45987d";
string reDirectURI = "app://58145B91-0C36-4500-8554-080854F2AC97";
string loginPrompt = "Never";
string ConnectionString = string.Format("AuthType ={0};Username ={1};Password ={2};Url ={3};AppId={4};RedirectUri={5};LoginPrompt={6}",
authType, userName, password, url, appId, reDirectURI, loginPrompt);
CrmServiceClient svc = new CrmServiceClient(ConnectionString);
return svc;
}
I have tried below web.config option also :
<appSettings>
<add key="CRMConnectionString" value="AuthType=OAuth; Username=abcd@d365.onmicrosoft.com; Password=12345; Url=https://abcd.crm8.dynamics.com; AppId=51f81489-12ee-4a9e-aaae-a2591f45987d; RedirectUri=app://58145B91-0C36-4500-8554-080854F2AC97; LoginPrompt=Never"/>
</appSettings>
Problem :- When I trying to call above function is will give below error, I have tried multiple blogs but that didn't work in my case.
Unable to Login to Dynamics CRMOrganizationWebProxyClient is null
OrganizationWebProxyClient is nullOrganizationWebProxyClient is null
OrganizationWebProxyClient is nullOrganizationWebProxyClient is null
Dear Team,
Hope you are well.
I am looking for an idea on how to achieve this requirement.
I have 2 Email fields in Lead form (One is OOB field and One is custom created email field). I have created a workflow to automatically send registration emails to email addresses specified in both the email fields. But in the workflow I cant seem to select the Custom created email field in either To or CC fields of email, only OOB field is listed.
How do I configure to send email to the email addresses mentioned in Custom created field using workflow?
Thanks
Gowtham
Yesterday I created an on-demand real time workflow that resolves a case if there are no tasks active and stops workflow with a status message if there are any tasks still active, it worked perfectly and the status message was displayed to the user without any problems.
Today for some reason it just won't display that popup message anymore, I tried deactivating and reactivating the workflow, checked the process session and it fails just as expected and the status message is shown in the stack trace.
Hi all:
I would like to create CAV files for everything of importance (contacts, accounts, cases, activities, etc.) out of MACRM 4.0similar to how the sample data files are structured for selective re-importation into a custom application made by my information technology services department
I’ve been advised what data, what fields, etc. I just need to get the data out for analysis, enhancement, and other purposes.
any idea how to do this would be wonderful
best:
carly