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Weird issue in Web-API while retrieving data from CRM

February 23, 2017, 6:01 am
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Hi All,

We have a CRM Application for which we had a library to make CRUD operations using REST and SOAP, since CRM will soon stop supporting that so we are moving all the JavaScript to WEBAPI calls. 

Initially we had a fetchxml which executes and give responses which we then parse.

But now the same fetchxml response is a bit wired.

1) If the attribute is of Lookup(EntityReference) then in WEBAPI i'm getting only guid but not the entityname and name of the lookup record. This attribute name is also a bit different for eg if the attribute name is "sw_product" then in response the attribute name would be "_sw_product_value".

2) Since I am not getting the name of a lookup record so thought of using linked-entity and tried to add the name field of lookup record, I am getting the response but again the schema name gets appends to some characters eg - productlink_x002e_name. (productlink - is the alias name).

Any Suggestions on how to do this?

Thanks,

Vijay

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GoogleMap API CRM 365

February 23, 2017, 6:05 am
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Hi everyBody ,

can you please help me how can i use the Adress Autocomplete (Google API ) in dynamics crm 365 On promise

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How can I set value of a two options set field using JavaScript

February 23, 2017, 6:09 am
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I am using this piece of code to set the field's value. 

Xrm.Page.getAttribute("new_isapproval").setValue(false);

When I try to set alert in the code as the retrieved value, it gives false value but when the form loads the fields value is still Yes(true).

Any suggestions would be highly appreciated.


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how to set the Name of activity as “Customer Name – Purpose – Status”

February 23, 2017, 6:26 am
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Hey,

I need to know how to set the name of activity as “Customer Name – Purpose – Status”  in CRM 2016.

Thank you

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Error on page

February 23, 2017, 6:27 am
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Hi,

I am getting error on page when I add below code.  Kindly help me to find the error.  How to find the error. But the script is working.

Please find the script and screen.  I added this script to get option set text which marked in bold letters.

will this scripts make any issue when upgrade CRM 2011 to CRM 2013 to CRM 2015

function productid_onchange()
{


if (Xrm.Page.getAttribute("productid").getValue() != null )
{
var itemid = Xrm.Page.getAttribute("productid").getValue()[0].id;
var context = Xrm.Page.context;
serverUrl = context.getServerUrl(); 
var ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
var retrieveResult = new XMLHttpRequest();
retrieveResult.open("GET", ODataPath + "/ProductSet?$select=ProductTypeCode,New_PresalesTeam&$filter=ProductId eq guid'" + itemid + "'", false);

retrieveResult.setRequestHeader("Accept", "application/json");
retrieveResult.setRequestHeader("Content-Type", "application/json; charset=utf-8");
retrieveResult.send();
alert(retrieveResult.readyState);
alert(retrieveResult.status);
if (retrieveResult.readyState == 4 )
   {
     alert("2");
      if (retrieveResult.status == 200)
            {
            alert("3");
            var retrieved = JSON.parse(retrieveResult.responseText).d;

Xrm.Page.getAttribute("new_categorytype").setValue(retrieved.results[0].ProductTypeCode.Text);

Xrm.Page.getAttribute("new_presalesteam").setValue(retrieved.results[0].New_PresalesTeam.Text);

             var ptype =retrieved.results[0].ProductTypeCode.Value;
             var pteam = retrieved.results[0].New_PresalesTeam.Value;
     }
    }


}


SDK.Metadata.RetrieveAttribute("product", "new_presalesteam", null, true, function (result) {

for (var i = 0; i < result.OptionSet.Options.length; i++) {
   if (result.OptionSet.Options[i].Value == pteam)
{ var text = result.OptionSet.Options[i].Label.LocalizedLabels[0].Label;
alert(text);
 var value = result.OptionSet.Options[i].Value;
alert(value);
}
 }
 },
 function (error) {
 alert("error");
 }
 );

if (Xrm.Page.getAttribute("uomid").getValue() == null)
  {
    
 var lookupData = new Array();

 var lookupItem= new Object();

   lookupItem.id = '{40AE01DD-385B-43E0-8698-00D1E9462CCF}';

   lookupItem.typename = 'Unit';

   lookupItem.name = 'EACH';

   lookupData[0] = lookupItem;
   Xrm.Page.getAttribute("uomid").setValue(lookupData);
   Xrm.Page.getAttribute("uomid").setSubmitMode("always");

    }

}

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In dynamics 365 online : What all are the campaigns related with a specific account ?

February 23, 2017, 6:39 am
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I would like to display a sub-grid on my account form that will contain the related campaign information for the particular Account. I have verified in default solution, I am not able to find any relationship with campaign and account entity. Can any one please help me to find a solution ?

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Dynamics 365: Entity arguments in Actions

February 23, 2017, 6:48 am
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Hi there,

We recently upgraded from 2013 through 2015 to 2016/365.

From going through upgrade issues, I have come across a problem with Actions that we utilized in 2013.

It is a global action, that takes an Entity input argument, as well as some other arguments. It then uses some of the fields from the input Entity argument to pass into various custom workflow activities as part of the Action.

It doesn't seem possible to access the fields from the input Entity anymore,  Is this intentional? It doesn't matter whether the Action is global or not - though if it is not a global action, I can access the target Entity, but this is not what we need. It seems like the Entity Process Argument is now completely useless if it cannot be read...?

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Operation is not valid due to the current state of the object.

February 23, 2017, 7:11 am
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Hi,

My client is on Dynamics CRM 2016 online. They are experiencing a very weird workflow exception and behaviour. The have couple of workflows scheduled to be run and certain interval during the day, but when these workflows are due to run they suddenly get postponed 12/30/9999. All of the scheduled workflows in the system are experiencing the same behaviour.

See Exception below, Anyone one with any idea to this behaviour?

Unhandled Exception: System.InvalidOperationException: Operation is not valid due to the current state of the object.

at Microsoft.Compiler.VisualBasic.CompilerBridge.CompileExpression(CompilerBridge* , gcroot<System::String ^>* expression, gcroot<Microsoft::Compiler::VisualBasic::CompilerContext ^>* context, gcroot<System::Type ^>* targetType, gcroot<Microsoft::Compiler::VisualBasic::CompilerResults ^>* results)

at Microsoft.Compiler.VisualBasic.HostedCompiler.CompileExpression(String expression, CompilerContext context, Type targetType)

at Microsoft.VisualBasic.Activities.VisualBasicHelper.Compile[T](LocationReferenceEnvironment environment, Boolean isLocationReference)

at Microsoft.VisualBasic.Activities.VisualBasicHelper.Compile[T](CodeActivityPublicEnvironmentAccessor publicAccessor, Boolean isLocationReference)

at Microsoft.VisualBasic.Activities.VisualBasicHelper.Compile[T](String expressionText, CodeActivityPublicEnvironmentAccessor publicAccessor, Boolean isLocationExpression)

at Microsoft.VisualBasic.Activities.VisualBasicValue`1.CacheMetadata(CodeActivityMetadata metadata)

at System.Activities.CodeActivity`1.OnInternalCacheMetadataExceptResult(Boolean createEmptyBindings)

at System.Activities.Activity`1.OnInternalCacheMetadata(Boolean createEmptyBindings)

at System.Activities.Activity.InternalCacheMetadata(Boolean createEmptyBindings, IList`1& validationErrors)

at System.Activities.ActivityUtilities.ProcessActivity(ChildActivity childActivity, ChildActivity& nextActivity, Stack`1& activitiesRemaining, ActivityCallStack parentChain, IList`1& validationErrors, ProcessActivityTreeOptions options, ProcessActivityCallback callback)

at System.Activities.ActivityUtilities.ProcessActivityTreeCore(ChildActivity currentActivity, ActivityCallStack parentChain, ProcessActivityTreeOptions options, ProcessActivityCallback callback, IList`1& validationErrors)

at System.Activities.ActivityUtilities.CacheRootMetadata(Activity activity, LocationReferenceEnvironment hostEnvironment, ProcessActivityTreeOptions options, ProcessActivityCallback callback, IList`1& validationErrors)

at System.Activities.Hosting.WorkflowInstance.ValidateWorkflow(WorkflowInstanceExtensionManager extensionManager)

at System.Activities.Hosting.WorkflowInstance.RegisterExtensionManager(WorkflowInstanceExtensionManager extensionManager)

at System.Activities.WorkflowApplication.SetPersistenceManager(PersistenceManager newManager)

at System.Activities.WorkflowApplication.CreatePersistenceManager()

at System.Activities.WorkflowApplication.Load(Guid instanceId, TimeSpan timeout)

at System.Activities.WorkflowApplication.Load(Guid instanceId)

at Microsoft.Crm.Workflow.ActivityHost.StartWorkflowExecution(Activity workflow, ICommonWorkflowContext context)

at Microsoft.Crm.Workflow.ActivityHostBase.StartWorkflow(ICommonWorkflowContext context, Activity preLoadedActivity)

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Dynamics CRM FieldService

February 23, 2017, 7:43 am
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Hi,

I'm now in CRM. Can please advise on how to check what latest version of FieldService for CRM and how to apply FieldService to Sandbox instance? I couldn't find any from Appsource.

Greatly appreciate for any input.

Kam.

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Security Privileges for SLA Items

February 23, 2017, 8:17 am
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When creating SLA Items on SLAs I'm getting the error below. This error is due to the SLA record owned by a user in a business unit that is different than the business unit of the user creating the SLA Items. I haven't been able to find where I can change the security role's access to SLA Items to allow creating SLA Items for organization wide SLAs. Is there somewhere in the security role where I can set this or is it something that can't be changed?

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 113077a0-1465-4980-b796-5d1956388c16, OwnerId: 902c606e-aff3-e611-80e2-0050568a271b,  OwnerIdType: 8 and CallingUser: 8f7659b7-645e-e611-80dd-0050568a271b. ObjectTypeCode: 4703, objectBusinessUnitId: a090c318-6453-e611-80db-0050568a271b, AccessRights: 524296 Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
  <ErrorCode>-2147187962</ErrorCode>
  <ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
  <Message>SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 113077a0-1465-4980-b796-5d1956388c16, OwnerId: 902c606e-aff3-e611-80e2-0050568a271b,  OwnerIdType: 8 and CallingUser: 8f7659b7-645e-e611-80dd-0050568a271b. ObjectTypeCode: 4703, objectBusinessUnitId: a090c318-6453-e611-80db-0050568a271b, AccessRights: 524296 </Message>
  <Timestamp>2017-02-22T15:51:06.4216675Z</Timestamp>
  <InnerFault i:nil="true" />
  <TraceText i:nil="true" />
</OrganizationServiceFault>

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Duplicate Warning pop-up not working

February 23, 2017, 8:17 am
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Hello, 

When Qualifying a Lead with an Account and Contact that already exists, the following window appears:

When I try to search for the existing Account and Contact records, the search buttons don't do anything, and typing something into the field and clicking the search button wont do anything either. Am I doing something wrong?

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Form Notification for Field Value

February 23, 2017, 8:29 am
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Hello,

I'm looking for some guidance for anyone that has a moment to assist.

I am using Dynamics 365 and I am trying to have a form notification to show if an account has a credit hold. I would simply like to have the yellow bar on top of the account form that says something like "This client is under a credit hold. Please hold all cases until account is current." whenever the field "Credit Hold" is set to yes.

I have not used java scripts before and I know that there is a new way to use them since CRM 2013, but I am not sure how to get started. Any assistance would be appreciated.

Thanks!

Ryan

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Outlook client issue

February 23, 2017, 8:56 am
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Dear All,

I have one user in business, she is unable to open any record from outlook client but she is able to see records in view. Records window opening and closing immediately. issue having with only one user. 

Outlook version - 2011, CRM version - 2013

I tried with below solutions but none of them worked.

1. Diagnostics --> Advanced troubleshooting --> Deleting temporary  CRM file

2. Allowing popup in IE.

3. Deleting below temp files. 

   C:\users\username\appdata\local\microsoft\mscrm\client

   C:\users\username\appdata\roaming\microsoft\mscrm\client

4. reinstalling CRM Client for outlook package.

Requesting you to give except 4 that four solutions.

Thanks in advance.

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Send Confirmation E-Mail

February 23, 2017, 8:56 am
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Hi guys

I'm looking to configure a Send E-Mail Confirmation workflow using the Send Email Confirmation To Contact process (the Action). I'm looking to automatically send the Email Confirmation when specific fields are completed in the User Profile so I have this configured as a Workflow, calling the Action.

However, within the Action I need to provide the following:

CallbackUrl; Code; UrlCode; UserId and Target (Target is a Lookup)

I'm assuming that target is the Contact that this is in relation to so I can get this easily enough from within the Form Assistant but any idea how I go about configuring the other field elements?

I know there's a setting in the Portal I can use that essentially stops a user from progressing until they've completed the email registration part (so they'd get an email and then they'd need to go and confirm the email is theirs) but we have another form on the Portal that requires the user to be logged in and I don't want this affected by the user needing to go elsewhere, kick on a link, confirm the link and then renavigate back to the form...a bit of a pain for them.

Any other way that this may work would be great.

Thanx

Steven

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Learning Path - what are the limitations/problems you should be aware of?

February 23, 2017, 2:07 am
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Hi,

I am thinking to recommend Learning Path to my client, but first I would like to find out limitations of this feature.

As I understand, it is available only online. I also read that it cannot be configured, is it still true? I wanted to use it a lot on new Entities and, if it cannot be configured, then it is a big issue. And about videos - do they have to be uploaded only from Youtube? Youtube is owned by Google, so I suspect you may upload videos from somehwere else

Are there other limitations?

Thank you

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how many server licences do i need if i deploy CRM 2016 front end roles on one server and back end roles on another

February 23, 2017, 9:30 am
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how many server licences do i need if i deploy CRM 2016 front end roles on one server and back end roles on another

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NOTE Field does not work in any Entity (Except in Activity Pane)

February 23, 2017, 9:58 am
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Hello All,

We just upgraded to CRM 8.2 on premise from CRM 2011, what a fun time!

Anywhere the NOTES form is loaded it will not expand and allow us to enter a new note.  It will display the existing notes but not let you add a new note.  It will however allow you to edit an existing note...

You can add notes when it is paired up with the Activities Pane.  This is why i think it may be a bug with the NOTES form itself.  Has anyone seen this behavior.

I have tried this with the CRM Admin account so I don't think it has anything to do with privileges.  I have also tried it in IE, with compatibility mode, Chrome, Etc.

I also get an HTML error when I turn on the debugger.  (Refused to set unsafe header "Content-Length") [See Attached Photo]

HELP my users can't add notes to phone calls, opportunities, quotes, etc!!

THANKS!

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Description field in Opportunity Close Dialog box won't show up in report

February 23, 2017, 11:56 am
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I've added the Description field from the Opportunity Close Dialog box to my email in a workflow, but it will not populate with data. Am I using the wrong field?

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Editing currency and date fields on the Editable Grid

February 23, 2017, 12:06 pm
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After enabling editable grids on views we have noticed several issues that impacts usability, example - when you tab over to a currency field it highlights the value. When you try to overwrite it at times instead it writes the new values from a different position. Also when you indeed overwrite it the units position of the number is not visible even if you tab to the next field but becomes visible on saving and moving to next record. This is seen on all browsers. Is this a common experience and is there any fix?

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Strange IFD URL issue

February 23, 2017, 12:24 pm
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I'm trying to enable IFD for our Dynamics 365 on-prem server, and I'm seeing some odd behaviour.  We have two orgs on the server.  Before I enabled IFD, these could be reached (I'm just looking at internal access here, for now) by going to https://servername.domain.com/org1name and https://servername.domain.com/org2name .  All good.  However, once I enable IFD, then neither of those URLs work (still just internally).  They both give 404s.  However, https://servername.domain.com goes to org1.  I cannot find how to get to org2.

I confirmed that this is what caused the change by disabling IFD, after which it immediately goes back to the previous behaviour.  Re-enable, and back to the wrong/unexpected behaviour.

Is this expected behaviour?  If so, how do I get to org2?  If not, any idea as to what could've caused it/how to fix it?

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