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user without any access to contact entity was able to view the system views

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Hi All,

I created a new security role with very limited access. with out adding any kind of access to contacts entity in this new security role.

however the user accounts that are added with this role, still able to view the system views created for Contact. When they open specific contact record, then system showing
"Insufficient Permissions" error.

How to avoid even the display of the all contacts information in system views, if the user is part of this security role, where they is not access added for contacts.


Question about 1:n relationships and linking the same field through different entities

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Hello

I understand what 1:n or n:1 relationships set out to do.

However, what I'm unsure about is how to get that particular field for which a relationship has been created across to the other entity.

The thing is, when we create 1:n relationship we are saying 1 entity 'X' can have many entities 'Y'. Then we can specify the field to link this relationship by writing it in the 'Display Name'.

But on the related entity, how do we pick up this field when it belongs to the primary entity?

Is the idea to create a field of exactly the same name, and the relationship then flows through to the related entity?

thanks for your help.

Dynamics V9 on-premise

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Hello,

I'm struggling with on-premise.

It's not clear for me if I can install V9 right away or do I have to upgrade from v8 ?

I installed the v8 version, I thought that the installer was v9 and now I'm confused. When I'm running the v9 setup it prompts for update of the existing organization.

Can you please tell me what is the correct process ?

Javascript OnChange execute when changed from Excel Online

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I have some javascript code the executes when a user opens the form and changes the value of a field.

But quite often the changes we make are in excel online.

Is there a way to execute the same code or at least know when a user makes changes in excel online so I can call a flow or something?

Thanks

Copy Quote/Invoice Entity

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Hello fellow forum users, I'm attempting to copy the entities for quotes/invoices to a new entity called 'Budgets'. Is there a plugin I should be using or can anyone recommend the best way to go about making this customization?

I could easily rename Quotes or Invoices to achieve this but I want to keep both entities and just create an additional one, FYI I am using the Sales Professional app.

Object reference not set to an instance of an object, when calling a custom action to send email notification

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Hello everyone, 

I am posting this question with a desperate need of help,

And to give you some context, we have a custom Action that sends email notifications and I have a plugin that calls that custom action and sends email notification.

It works when called from an administrator user and at top of Organization, but when I try to execute it from a different user from a child BU with different priviledges, I get the error. "Object reference not set to an instance of an object".

That 2nd user has still access to the parameters needed to send the notification, notification config ref, ent. logical and ID ( Regarding Case )

Any ideias what might be causing this, please?

Logs from plugin:

Custom Action:

Plugin Calling the action: 

      try
            {
                OrganizationRequest req = new OrganizationRequest("noesis_NotifyOnDemand");

                req["Target"] = notificationConfigRef;
                req["NotificationConfiguration"] = notificationConfigRef;
                req["EntityLogicalName"] = targetEntityReference.LogicalName;
                req["EntityId"] = targetEntityReference.Id.ToString();
                req["CreateAsDraft"] = createAsDraft;
                req["SplitToRecipients"] = splitToRecipients;

                TracingService.Trace($"Requesting Notification...\nParameters: {JsonConvert.SerializeObject(req.Parameters)}");

                OrganizationResponse response = Dynamics365Context.Execute(req);

                return response;
            }
            catch (Exception ex)
            {
                TracingService.Trace($"***Exception*** - Requesting Notification... Message: {ex.Message}, InnerException: {ex.InnerException}");
                throw new InvalidPluginExecutionException($"Exc. Message: {ex.Message}"); 
            }

Successfull Call

Target: incident | 818f1d1e-b10b-ed11-b822-00155d20085f

Service Provider not null

Plugin Execution Context not null

Organization Service Factory not null

Organization Service not null

IncidentManager is null? : False

PreImage is null? : False

START -- CheckAndExecuteCaseTypeOptions

Case Type Config: ebf093f8-15e8-ec11-b853-00155da304b1

Returned Case Type Options count: 7

SKIP -- Case Status != CTO Status: WaitingforInfo != Open? True

SKIP -- Case Status != CTO Status: WaitingforInfo != WorkInProgress? True

Found a CTO with matching status reason : WaitingforInfo and with Notification Configuration [Case Flow] - Notificações SmartPOS d601ba5e-12e8-ec11-b853-00155da304b1

Requesting Notification...

Parameters: [{"Key":"Target","Value":{"Id":"d601ba5e-12e8-ec11-b853-00155da304b1","LogicalName":"noesis_notificationconfiguration","Name":"[Case Flow] - Notificações SmartPOS","KeyAttributes":[],"RowVersion":null}},{"Key":"NotificationConfiguration","Value":{"Id":"d601ba5e-12e8-ec11-b853-00155da304b1","LogicalName":"noesis_notificationconfiguration","Name":"[Case Flow] - Notificações SmartPOS","KeyAttributes":[],"RowVersion":null}},{"Key":"EntityLogicalName","Value":"incident"},{"Key":"EntityId","Value":"818f1d1e-b10b-ed11-b822-00155d20085f"},{"Key":"CreateAsDraft","Value":false},{"Key":"SplitToRecipients","Value":false}]

Notification was sent successfully. ActivityIds a9bbc067-0b0c-ed11-b822-00155d20085f

END -- CheckAndExecuteCaseTypeOptions -- END

ERROR LOG

Target: incident | 818f1d1e-b10b-ed11-b822-00155d20085f

Service Provider not null

Plugin Execution Context not null

Organization Service Factory not null

Organization Service not null

IncidentManager is null? : False

PreImage is null? : False

START -- CheckAndExecuteCaseTypeOptions

Case Type Config: ebf093f8-15e8-ec11-b853-00155da304b1

Returned Case Type Options count: 7

SKIP -- Case Status != CTO Status: Pendingthirdparties != Open? True

SKIP -- Case Status != CTO Status: Pendingthirdparties != WorkInProgress? True

SKIP -- Case Status != CTO Status: Pendingthirdparties != WaitingforInfo? True

Found a CTO with matching status reason : Pendingthirdparties and with Notification Configuration [Case Flow] - Notificações SmartPOS d601ba5e-12e8-ec11-b853-00155da304b1

Requesting Notification...

Parameters: [{"Key":"Target","Value":{"Id":"d601ba5e-12e8-ec11-b853-00155da304b1","LogicalName":"noesis_notificationconfiguration","Name":"[Case Flow] - Notificações SmartPOS","KeyAttributes":[],"RowVersion":null}},{"Key":"NotificationConfiguration","Value":{"Id":"d601ba5e-12e8-ec11-b853-00155da304b1","LogicalName":"noesis_notificationconfiguration","Name":"[Case Flow] - Notificações SmartPOS","KeyAttributes":[],"RowVersion":null}},{"Key":"EntityLogicalName","Value":"incident"},{"Key":"EntityId","Value":"818f1d1e-b10b-ed11-b822-00155d20085f"},{"Key":"CreateAsDraft","Value":false},{"Key":"SplitToRecipients","Value":false}]

***Exception*** - Requesting Notification... Message: Object reference not set to an instance of an object., InnerException:

Thank you, 

Best regards

Proper names for elements of the Home page.

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Is there a resource document that identifies the proper names of the elements on the home page? e.g. fields, tiles, tabs, etc.?

Thanks,

Rita.

Support question

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Sorry if this is the wrong place but I have an issue with a model driven app, that looks like a bug rather than a question on implementation of a product or dev support. I have posted the question on this forum but so far have not had a response. 

what’s my next course of action for help? Any suggestions or advice appreciated. Is there a Microsoft support process if I haven’t paid for any priority or added support? I am not clear on what official Microsoft support is available free of charge. 


Can't use Power Platform and Power Automate with Dynamics trial account?

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I created a trial instance of Dynamics Sales using my gmail address. I’m able to log into it, but I’m having trouble with creating customizations. When I go into Settings, I see a message “please use Power Platform admin center to leverage the latest experience and manage security settings”. When I try to log into Power Platform admin center, I get "You can't sign in here with a personal account, use your work or school account instead." This makes no sense. Why would I be allowed to create a trial instance of Dynamics using a gmail account, but not be allowed to use the same gmail account to customize the said instance?

In the same trial instance, I went into Processes and tried to create a Workflow using the old-style interface. There were no errors, but every step of creating the process was extremely slow. There was a message encouraging me to use Power Automate instead. I heeded this message and logged into Automate using the same gmail account. I tried to create an automation that would integrate with the trial instance of Dynamics, but could not do so because the Dynamics 365 connector was marked as Premium. It was also marked as deprecated, which is not a good sign. (There were additional connectors for Dynamics that were not deprecated, but they were meant for the types of Dynamics that are not Sales and they were all marked as Premium.) The documentation mentions that I should use the Microsoft Dataverse connector instead, but I could not find it in the Connectors section.

I also created a sandbox through mslearn.crm.dynamics.com. But this sandbox had no options for creating new fields or layouts, and no options for creating processes.

Is there anything I should be doing differently, or is there really no way to use Power Platform and Power Automate with a trial account?

Universal Resource Scheduling Booking Slots

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Using Universal Resource Scheduling as part of Customer Service or Field Service is it possible to create booking slots that you could allow a customer using say a portal to view and book on a preferred slot of their choice. If that is possible could you define the booking slots of different types. For example if you offered different ceremonies such as weddings and christenings that have different slots or a hair dresses that offered different appointments with different hair dresses would this be doable.  

Iframe Not working fine

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Dear Team ,

iFrame not showing correct page. We saw issues when redirect in browser on playground.

Please suggest how we make configuration settings for powerApps iFrame in Dynamics 365

Xrm.Navigation.openAlertDialog popup not visible completly

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I am trying to show alert message after uploading file. We just upgraded the CRM version to 9.1. So using  Xrm.Navigation.openAlertDialog to show success message after uploading file. But unable to see text from alert box. Below is the code for the same:


function showAlertBox(){
var alertStrings = { confirmButtonLabel: "Yes", text: "This is an alert.", title: "Sample title" };
var alertOptions = { height: 300, width: 500 };
Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then(
function (success) {
console.log("Alert dialog closed");
},
function (error) {
console.log(error.message);
}
);
}

Multi line text field no longer showing pop up feature

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As of today none of my multi line text fields are showing the pop up feature that shows the entire text that was typed into that field.  The single line text fields are fine when you hover over them.  The description hover over still works just not when you hover over the actual data placed within the text field.  What can be done to get this pop up back?  My end users like the feature.  

Record allignment issue in Powerapp portal

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Hello All,

In portal basic form one of the entity records are showing vertically.How to change it to horizontal using CSS Customization

Photo is attached 

Thanks in Advance 

How to create Power Portal by using Dynamics 365 CE On-Premise

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Hi,

Is there any way to create power portal by using Dynamics 365 CE On-Premise data.

Thanks,

Vikas P.


Omni Channel Chat Widget Scrolling

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I have implemented  chat in Omni channel. I have a 5 question pre chat survey, since the prechat survey consists of 5 questions ,The  user need to scroll all the way up everytime to enter the very first question in Pre-chat survey. Is there any way to make it default that every time the chat starts, its always at the top question? 

Assign Chat from a Queue to agent based on location

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I have a Chat system already working . when the chat comes through in the Queue. Is there a way to assign the chat based on geographical location.

So for example if the chat is coming through Canada , it will assign to X agent. Thank you.

Changing Legend for Multi-Category Chart

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Hi,

My chart has 1 Legend Entries (Series) (the Y axis), and 2 Horizontal (Category) Axis Labels (the X axis). Currently the legend for the chart is pulling from the the second Category, which pulls data that is either "yes" or "no". I would like to know how to change the legend from "yes" and "no" to "energized" and "not energized". How can I change the legend if it is pulling from the Horizontal (Category) Axis Label and not from the Legend Entries Series? I have read multiple documents on how to change the legend if it is multiple Series using XML, but I need to know how to change it if there are multiple Categories.

Thanks!

Suppression Segment for Contacts already Participated in Real-Time Journey

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Hi Everyone, 

I just want to ask if any of you have created/identified using segment if the contact is already participated in Real-time Journey?

We have here for example a Journey and once running we don't want contacts who already participated in this Journey to be part of it again.



We also try to use a template in segment. But we need to have a relative date and it only looking for Outbound Customer Journey.



Any help is very much appreciated. Thanks! 

Is it possible to have previous or old versions of Unified Service Desk (USD)?

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Hi Everyone,

This is jewel form CBA (Communication Busines Avenue). I am looking for previous versions of USD. Is there any link or archive location where I can download old version of Unified Service Desk? For example 4.2.x or 4.1.x. Thank you so much for your kind assistance.

Regards

Jewel

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