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HTML embedding issue for a marketing page

July 18, 2022, 8:35 am
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Hello, I am attempting  to embed a html code from an external site. When I go to embed the code it does not populate under preview. Is there an issue with my code? Or does D365 have limitations around this? I did validate the code using CodePen. 

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canvas app license

July 18, 2022, 11:45 am
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Hi All,

I have a project starting and we are thinking to use canvas app. I want to know in order to use the canvas app, which license will work.

I have Customer service enterprise license for all users. Will this be sufficient or some other license need to be bought?

Thank you

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Error creating rule

July 18, 2022, 1:04 pm
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Receiving the following error when creating a rule for case creation in CRM. Can someone point me in the right direction here? 

Technical Details below: 

<s:Envelope xmlns:s="">schemas.xmlsoap.org/.../faultcode><faultstring xml:lang="en-US">Flow client error returned with status code "BadRequest" and details "{"error":{"code":"InvalidOpenApiFlow","message":"Flow save failed with code 'OpenApiOperationParameterValidationFailed' and message 'Input parameter 'item' validation failed in workflow operation 'Create a record (don't rename this step)': The API operation 'CreateRecord' is missing required property 'item/new_alerttoquality'.'."}}".</faultstring><detail><OrganizationServiceFault xmlns="">schemas.microsoft.com/.../Contracts" xmlns:i="">www.w3.org/.../ErrorCode><ErrorDetails xmlns:a="">schemas.datacontract.org/.../a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:string">Plugin/Microsoft.Crm.Service.ObjectModel.ConvertRuleService</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiSourceActivityKey</a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:string"/></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiExceptionOwnerKey</a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:string">OwnershipNotFoundInExceptionOwnerSettings</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiOriginalExceptionKey</a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:string">Microsoft.Crm.CrmException: Flow client error returned with status code "BadRequest" and details "{"error":{"code":"InvalidOpenApiFlow","message":"Flow save failed with code 'OpenApiOperationParameterValidationFailed' and message 'Input parameter 'item' validation failed in workflow operation 'Create a record (don't rename this step)': The API operation 'CreateRecord' is missing required property 'item/new_alerttoquality'.'."}}". ---&gt; Microsoft.Crm.CrmException: Flow client error returned with status code "BadRequest" and details "{"error":{"code":"InvalidOpenApiFlow","message":"Flow save failed with code 'OpenApiOperationParameterValidationFailed' and message 'Input parameter 'item' validation failed in workflow operation 'Create a record (don't rename this step)': The API operation 'CreateRecord' is missing required property 'item/new_alerttoquality'.'."}}".
at Microsoft.Crm.Service.ObjectModel.ConvertRuleService.SetStateForAny2AnyChannel(BusinessEntityMoniker moniker, Int32 newState, Int32 newStatusCode, BusinessEntity originalEntity, ExecutionContext context)
at Microsoft.Crm.Service.ObjectModel.ConvertRuleService.InternalSetState(BusinessEntityMoniker moniker, Int32 newState, Int32 newStatusCode, BusinessEntity originalEntity, ExecutionContext context)
at Microsoft.Crm.BusinessEntities.BusinessProcessObject.SetState(BusinessEntityMoniker moniker, Int32 newState, Int32 newStatusCode, BusinessEntity originalEntity, ExecutionContext context)
at Microsoft.Crm.BusinessEntities.BusinessProcessObject.SetState(BusinessEntityMoniker moniker, Int32 newState, Int32 newStatusCode, ExecutionContext context)
--- 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.&lt;&gt;c__DisplayClass3_0.&lt;RunStep&gt;b__0()</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiStepKey</a:key><a:value xmlns:b="">schemas.microsoft.com/.../" i:type="b:guid">7b7bbaec-5d03-4fee-a207-e8398a74fd37</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiDepthKey</a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:int">1</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiActivityIdKey</a:key><a:value xmlns:b="">schemas.microsoft.com/.../" i:type="b:guid">d52a15f0-3bad-4fdf-a6b6-4b6d0bd66bac</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiPluginSolutionNameKey</a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:string">System</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiStepSolutionNameKey</a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:string">System</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiExceptionCategory</a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:string">ClientError</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiExceptionMessageName</a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:string">FlowServiceClientError</a:value></KeyValuePairOfstringanyType><KeyValuePairOfstringanyType><a:key>ApiExceptionHttpStatusCode</a:key><a:value xmlns:b="">www.w3.org/.../XMLSchema" i:type="b:int">400</a:value></KeyValuePairOfstringanyType></ErrorDetails><HelpLink>go.microsoft.com/.../ client error returned with status code "BadRequest" and details "{"error":{"code":"InvalidOpenApiFlow","message":"Flow save failed with code 'OpenApiOperationParameterValidationFailed' and message 'Input parameter 'item' validation failed in workflow operation 'Create a record (don't rename this step)': The API operation 'CreateRecord' is missing required property 'item/new_alerttoquality'.'."}}".</Message><Timestamp>2022-07-18T20:00:31.963131Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true"/><InnerFault><ActivityId>d52a15f0-3bad-4fdf-a6b6-4b6d0bd66bac</ActivityId><ErrorCode>-2147089305</ErrorCode><ErrorDetails xmlns:a="">schemas.datacontract.org/.../><HelpLink i:nil="true"/><Message>Flow client error returned with status code "BadRequest" and details "{"error":{"code":"InvalidOpenApiFlow","message":"Flow save failed with code 'OpenApiOperationParameterValidationFailed' and message 'Input parameter 'item' validation failed in workflow operation 'Create a record (don't rename this step)': The API operation 'CreateRecord' is missing required property 'item/new_alerttoquality'.'."}}".</Message><Timestamp>2022-07-18T20:00:31.963131Z</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></detail></s:Fault></s:Body></s:Envelope>

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How do I create a User in Dynamics for SQL Server? Just for queries and visualization.

July 18, 2022, 2:46 pm
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Hello community hope you are having a splendid day. 

We are working with D365 trying to create an user for read-only purposes to help us visualize information in SQL Server.

What would be the best way to query information from the Dataverse and at the same time been constantly refreshing the info. Thanks.

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Deactivate Competitor entity record

July 19, 2022, 12:43 am
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Hi 

I have a requirement to deactivate competitor entity record

on click of a button

Note: there is not statecode field

please help

Thanks

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Microsoft.Xrm.CoreAssemblies 9.0.2.45 comes with System.Text.Json that comes with many dependencies. How to use latest Microsoft.Xrm.Sdk?

July 19, 2022, 6:26 am
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So I want to update CoreAssemblies to 9.0.2.45. But since 9.0.42 it depends on System.Text.Json, which has lots of dependencies:

So now I want to deploy this plugin, that depends on latest CoreAssemblies. I have CRM 9.1 On-Prem May 2022 Update: 9.1.0010.0102. I try out some action and get some error from my plugin (that is not actually related to those dependencies but is related issue)

>System.MissingMethodException: Method not found: 'Boolean Microsoft.Xrm.Sdk.ParameterCollection.TryGetValue(System.String, !!0 ByRef)'.
>   at DEAC.CRM.CRM.Main.Plugin.EmailTicketCreate.OnPreCreate(IServiceProvider serviceProvider)
>   at DEAC.CRM.Plugin.BasePlugin.Execute(IServiceProvider serviceProvider): Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #C7310F1D

Alright, the relevant line:

if (localContext.PluginExecutionContext.ParentContext.SharedVariables.TryGetValue("sssUserId", out object sssUserIdObject)) {

Hmm, let's see how "C:\Program Files\Dynamics 365\CRMWeb\bin\Microsoft.Xrm.Sdk.dll" compares with what NuGet gave me:

  • CRM Server:  [assembly: AssemblyVersion("9.0.0.0")] [assembly: AssemblyFileVersion("9.0.46.7901")] 
  • NuGet:  [assembly: AssemblyVersion("9.0.0.0")] [assembly: AssemblyFileVersion("9.2.47.9489")] - So nuget is newer

Yeah, Server version doesn't have TryGetValue. Except it was always there, pre-v9.1

I don't know when that method disappeared, it was there pre-9.1 and is even documented: ParameterCollection.TryGetValue<T>(String, T) Method (Microsoft.Xrm.Sdk) | Microsoft Docs - however the question is more about how can I use the latest CoreAssemblies with baggage of dependencies? I don't see System.Text.Json.dll or any other of those dependencies in C:\Program Files\Dynamics 365\CRMWeb\bin and I don't see them referenced in in C:\Program Files\Dynamics 365\CRMWeb\bin\Microsoft.Xrm.Sdk.dl:



Thus I don't even think that I'll be able to do without ILMerging those dependencies.

Does Microsoft really pushes us to use a tool they officially tdo not support? (ILMerge). Using these nuget packages is something microsoft officially recommends: Choose your development style for Dynamics 365 Customer Engagement (Developer Guide for Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs and a quote directly from there:

You should use the latest version of the SDK assemblies to create your plug-ins, custom workflow activities, or XAML workflows. Starting with version 9.x, you should use .NET Framework version 4.6.2.

 

On the one side, I am broken without using ILMerge and I am screwed using ILMerge. So I now instruct my build to ILMerge Microsoft.Xrm.Sdk with the newly added dependency System.Text.Json and I get:

Unresolved assembly reference not allowed: System.Text.Json.

No problem, we have a solution for that. Except it doesn't work.

What am I doing utterly wrong?

P.S. I also see that there is a transition from Microsoft.Xrm.CoreAssemblies to Microsoft.PowerPlatform.Dataverse.Client as written in Transition client applications to Dataverse ServiceClient - Power Apps | Microsoft Docs however it does not apply to on-prem, quoting: "On-premise applications - this article is not for you, yet"

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Word template with subgrid

July 19, 2022, 7:10 am
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Hello everyone!

I have a question: I created two custom tables for our CRM: "Budgetary Quote" and "Budgetary Quote Prodeuct". The product table is used as a subgrid for the main form in the Budgetary quote, so sales people can add more than one prouct to the form.

Now I wanted to create a word template for exporting the data. It shows all info from the main form but no info from the subgrid. I made sure to built my tables the same way as the quote table, in order to make this possible and checked the relationship and mappings between the tables, but all seems in order.

Where could I have missed something?

Thanks for the help!

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Access to power automate only

July 19, 2022, 2:21 pm
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Hi Everyone, I would like to give a user the ability to use power automate to create flows for example for my production environment but don't want to provide full system customsier access, is there a way to achieve this?

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ModelDrivenFormIntegration

July 19, 2022, 4:27 pm
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Would like to capture the load times of  modeldrivenformintegration (like DataSource) time taken to load and overall application performance.

Could you please suggest?

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Assign Dynamics 365 and/or Business Central to AzureAD Guest Accounts

July 20, 2022, 12:16 am
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I have one or two basic question(s).
Is it possible to assign Dynamics 365 licenses to AzureAD Guest Accounts?
Also as I understand, Business Central is an AddOn on Dynamics 365, the same question, can a azure AD external guest user get assigned a license, not necessarily within the Guest tenant. If he can use a license assigned in his e.g. home-tenant, but he uses it in the guest tenant I'd be fine too.
What I want to avoid is that my users to get full users accounts in the guest tenant.
I found this post debajmecrm.com/.../ - is that a valid approach, and would it also apply for Business Central too?

At least technically it seems to be possible, are there eventually any limitations in terms of roles such an user can use in D365 or BC?

kind regards,

Dieter Tontsch

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How to Export user access data from Audit Summary to Excel in CRM 2016 on premise

July 20, 2022, 12:36 am
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Hi All,

How to Export user access data from Audit Summary to Excel in CRM 2016 on premise.

I can see the logs in Web view, but there is no option to export them.

I tried "User Audit Viewer" from xrm tool box. But it gives me option for selecting user by user. But not for all users at time, to find out who all from the company logged into CRM via web actively in certain date range.

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How to enable "Open in Excel Online" for Contacts

July 20, 2022, 3:52 am
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Hi,

I am trying to view and edit all my contacts in bulk using the "Open in Excel Online" option. However unfortunately when selecting "Contacts" it only shows "Export to Excel". 

When I select "Account" or "Lead" I do have the option to "Open in Excel Online"

Any help would be much appreciated as I cannot figure out how to enable this functionality...

Thanks in advance!

Max

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Unable to Reactivate Sales Process

July 20, 2022, 6:40 am
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Hello,

I'm trying to reactivate a Sales Process as a member of the team has pushed it all the way to 'Finished' - This would allow me to then restart the Sales Process.

I'm receiving the following Error Code;

Exception Message: Validation error: Stage ID ‘1bb4512b-5e36-4363-af87-ca20a94f2724’ is not present in Business Process. Please contact your system administrator.

HexErrorCode: 0x80040216

ErrorDetails:
      ApiExceptionSourceKey: Plugin/Microsoft.Crm.ObjectModel.BpfBusinessEntityService
      ApiStepKey: 6bcdbb1b-1d61-db11-86a7-000a3a5473e8
      ApiDepthKey: 1
      ApiActivityIdKey: c2bf280d-28f0-4651-a92b-a7ae0dd1ac42
      ApiPluginSolutionNameKey: System
      ApiStepSolutionNameKey: System
      ApiExceptionCategory: SystemFailure
      ApiExceptionMessageName: UnExpected
      ApiExceptionHttpStatusCode: 400

HelpLink: go.microsoft.com/.../

Activity Id: 99054f6f-28e4-45a5-9163-0f8130a9d30f

Thank you in advance.

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How to get an On Change Event to fire from a programmatic change

July 20, 2022, 7:25 am
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Hi all, 

I have a scenario where I need an on change event to fire from a programmatic action. 

I have an expenses form which follows an approvals process through teams via a flow. 

When the user approves the expenses the decision is then updated by the flow in the decision field for the relevant table, but unfortunately the onchnage event is not firing from this, only when the field in the form is manually changed. 

From reading online I understand I need to use the fireOnChange method, but I am unsure of how and where I am to use this. 

Any guidance would be greatly appreciated.

My onChange event is as follows: 

function Expenses (executionContext) {
var formContext = executionContext.getFormContext();

var decision= formContext.getAttribute("decision").getValue()[0].name; //note this is a look up field 

if(decision== "Accepted") {

<Expenses Code>

}

}

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Email Entity - Insert template - If value is there for TO and Regarding its show the popup how to hide the popup or need to the option set values

July 20, 2022, 7:28 am
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Hi Team,

I have the email template .

In MS CRM Email Entity - Click Insert template - If value is there for TO and Regarding fields its show the below popup.

how to hide the popup or need to the option set values ?

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Management Reporter user manual

July 20, 2022, 12:32 pm
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Looking for a manual on Management Reporter, can't seem to find one, none on the solomon cloud solutions website that has the others
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Sharepoint limitations/issues when storing CRM file attachments

July 20, 2022, 7:12 pm
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We're running CRM 2016 v8.2 on-premise and planning to upgrade to v9.1 shortly. Our email and notes attachments are taking up a LOT of space in our database (hundreds of GB).  We have already removed old attachments, but we still have many remaining that we must keep. 

As a solution that is frequently proposed, we want to move these attachments to an external repository like Sharepoint.  This will have the direct effect of reducing the database size, making it more manageable.  Additionally, a smaller database will make it more cost effective to move from on-prem to CRM online (cloud) if we decide to do that in the future since Microsoft charges a premium for database storage.

My question is, for sites that are currently using Sharepoint in conjunction with CRM, have you encountered any limitations or issues in storing many large attachments in Sharepoint?  Is the integration between CRM and Sharepoint smooth and trouble-free?  We don't want to trade one set of problems for new ones.

Thanks in advance for any feedback!

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How to give access to only few required contacts for the CRM view only users

July 21, 2022, 12:19 am
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Hi All,

We are using CRM on premise. For few of the new users from one of the department, We want to add the view access to each user from the this department, view access to only Certain required contacts out of all the available on our system.

How can we achieve this. At present all the contacts accessible across all the department users available in our system including this new department users.

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How to get all records of current entity list selection

July 21, 2022, 12:29 am
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Hi, in Power Apps Portals, I have a page with an entity list / entity view behind it that shows the records in a paginated form. The list can be searched and filtered. For a requirement of mine I need to get all the records of the current selection (which can f.ex. stretch 3 pages). I can get at the records of the current page as objects, however for the records total, I have only a count (entityview.total_records). Is it possible to get at all of the records?

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Hobbies in Contact card

July 21, 2022, 2:16 am
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Hi,

I need to capture multiple hobbies from contacts, but I cannot find a 'field' in the contact card where I can capture these types of contact interests. Could you please advise how or where can I include contacts' hobbies in the contact card?  

Thanks in advance

Kr

CM

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