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FetchXML Query - Calculated Fields

February 24, 2017, 10:43 am
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Hi,

I am fairly new to Dynamic CRM and FetchXML syntaxes, I need help with passing this fetch xml query

<fetch mapping='logical' distinct='true'><entity name='account'><attribute name='name' /><attribute name='address1_latitude' /><attribute name='address1_longitude' /><filter><condition attribute='SQRT(POWER(((CONVERT(numeric(30,10), address1_latitude) - 45.358174) * 110.7),2) + POWER(((CONVERT(numeric(30,10), address1_longitude) - (-75.796405)) * 75.6),2))' operator='lt' value='10' /></filter></entity></fetch>

So, the part of this query that fails is the condition as the entry in there right now is obviously not an attribute so this won’t work but do you know of a workaround for this?

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Dynamics 365 for Project Service Automation is compatible with Dynamics CRM 2016 ?

February 24, 2017, 11:19 am
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Hi guys!

I have a Dynamics CRM 2016 SP1 Online organization; I need the functionality to create and manage projects. Do you know if Dynamics 365 for Project Service Automation is compatible with Dynamics CRM 2016 SP1 Online?

I have tried to install the solution from the O365 portal but it is no longer available.

Thank you very much for your Help.

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Auditing

February 24, 2017, 11:50 am
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Hi all,

I have a requirement where i need to build a custom report for CRM 2013 On-Premises in the below format.

Report should have drop down values as filters to select the required month and in that month i should be able to show two categories-- new created and editing/updating existing records.

In new created i should show the record list which are created on that particular month and for editing/updating existing records i should show only those records which are editing for a specific set of fields under the same month.

I've tried searching online but did not find much information to initiate, any help would be highly appreciated.

Thanks in advance.

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Microsoft Outlook CRM Plugin Error

February 24, 2017, 11:54 am
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I have an end user and when she opens outlook she gets the error "Unhandled exception has occurred in your application. If you click Continue, the application will ignore this error and attempt to continue. If you click Quit, the application will close immediately. Invalid index. (Exception from HRESULT: 0x8002000B"

I have tried to reinstall Office and this hasn't resolved the issue.

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Custom Developed Portal

February 24, 2017, 12:02 pm
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Hello,

Just out of curiosity, is custom developed portal still supported by Microsoft, given the introduction of dynamics portal/Adxstudio? I've heard that MS is no longer supporting custom developed portal mainly because of licensing issues, but can't find any evidence supporting this. Can anyone shed some light?

Thanks

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Solution Packager Pack Error

February 24, 2017, 12:15 pm
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I was trying to automate CRM deployment. I tried to use the solution packager and was able with the correct arguments was able to use the extract command and get the file structure out. The Issue I have is when I try to pack the data I get an error stating that the

plugin'RootComponentValidation': An item with the same key has already been added

When I check the log file for details of verbose it gives me 

2017-02-24 12:08:45.736 - Verbose Reading: C:\Users\Administrator\Desktop\TestSolutionPackage\SdkMessageProcessingSteps\{9fcadd51-913f-e511-80c8-005056825c44}.xml
2017-02-24 12:08:45.736 - Error Error occurred during execution of plugin 'RootComponentValidation': An item with the same key has already been added.
2017-02-24 12:08:45.736 - Error See log file 'C:\Users\Administrator\Desktop\verbose.txt' for details.
2017-02-24 12:08:45.736 - Error Microsoft.Crm.Tools.SolutionPackager.PluginExecutionException: An item with the same key has already been added. ---> System.ArgumentException: An item with the same key has already been added.
at System.ThrowHelper.ThrowArgumentException(ExceptionResource resource)
at System.Collections.Generic.Dictionary`2.Insert(TKey key, TValue value, Boolean add)
at Microsoft.Crm.Tools.SolutionPackager.Plugins.RootComponentsValidation.GetRootComponents(SolutionInformation solution)
at Microsoft.Crm.Tools.SolutionPackager.Plugins.RootComponentsValidation.BeforeWrite(PluginContext pluginContext)
at Microsoft.Crm.Tools.SolutionPackager.SolutionPackager.<>c__DisplayClassa.<Run>b__4(IPackagePlugin p)
at Microsoft.Crm.Tools.SolutionPackager.SolutionPackager.InvokePlugin(PluginConfigurationElement pluginConfig, Action`1 action)
--- End of inner exception stack trace ---
at Microsoft.Crm.Tools.SolutionPackager.SolutionPackager.InvokePlugin(PluginConfigurationElement pluginConfig, Action`1 action)
at Microsoft.Crm.Tools.SolutionPackager.SolutionPackager.Run(IPackageReader reader, IPackageWriter writer)
at Microsoft.Crm.Tools.SolutionPackager.SolutionPackager.Run()
at Microsoft.Crm.Tools.SolutionPackager.Program.Main(String[] args)
2017-02-24 12:08:45.736 - Verbose CrmSvcUtil Runtime = 00:00:02.1380784

The process I went through was export a solution-> extract from zip -> attempt to pack into zip but error gets created

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Automatic orders creation

February 24, 2017, 12:16 pm
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Hi Dynamics experts!

  is there a way to set a flow that creates an automatic copy from another order in the same opportunity every week or every month? 

Thanks in advance

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CRM User not able to see Certain Buttons / Click or Click into Quotes.

February 24, 2017, 12:20 pm
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A CRM user is unable to see the top ribbon buttons within CRM.

The user can not see any of these highlighted buttons. They also can't view quote details if they were to click on them and I am sure this issue occurs for other settings as well. I thought it was a security / user permission error but they have the same permissions I have on my account since they will be a user with the same access.

The roles we have assigned are:

  • DocumentsCorePack Security Role
  • mscrm-addons general security role
  • MSCRM-ADDONS.com AutoMerge
  • System Administrator

Also these settings are set under Administration / Client Access License

Access Mode: Read-Write
License Type: Professional

I tried to login as myself on their internet explorer and these same issues persisted on my machine. Then they logged onto CRM with my machine and everything works fine. 

Is there an additional program/service that is keeping her CRM from working as intended?

We tried these steps:

  1. Exit the Microsoft CRM Web client and the Microsoft Dynamics CRM client for Outlook. 

2.                               Start Microsoft Internet Explorer. 

3.                               Click Tools, and then click Internet Options. 

4.                               Click Delete Cookies, and then click OK. 

5.                               Click Delete Files, and then click OK.

Finally I also had them clear cookies and files in IE, close out of Outlook and IE, then restart IE to just load CRM and see if that would work.

Nothing has worked so far.

Thanks,

Robin

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Simple workflow -Infinite Loop sometimes

February 24, 2017, 1:47 pm
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I have a simple Condition check that should update a field on the contact field and create a task.  I runs most of the time with no issues but sometimes it will get in a loop but can't figure out why.  It only updates when the last contact field is changed.  

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Microsoft flows with CRM

February 24, 2017, 10:52 pm
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Hi People 

I am new to Microsoft Flows and want to Use Flows with my Dynamics CRM online trial version.

Requirement :  what i want to do is i want to save attachment of any Contact Record of CRM in File system (local storage) using Microsoft Flows.

Trigger point would be sent when a attachment has been connected to Contact.

Any detailed help would be appreciated.

Thanks 

Neeraj Agrawal

CRM developer

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Close Mscrm.CrmDialog using js code

February 25, 2017, 1:21 am
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Hi

I can create and show a CRM dialog by following this article but I can not close it using the js function I called the dialog. Here is what I do :

var dialofRef;

function callDialog()

{

      dialofRef= new Mscrm.CrmDialog(Mscrm.CrmUri.create(webresourceurl), window, 500, 300);

dialofRef.show();

}

function otherFunction()

{

if(....)

dialofRef.Close();

}


But CrmDialog has not any method like close or hide. Would you please help me ? 

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How to remove the out of box alert message box in CRM 2016

February 25, 2017, 3:59 am
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Hi,

I am consuming the SSRS reports from dashboard 3*3 window type . Once the reports displayed in dashboard, I can see alert messages which displaying in the top of the report("You might not be able to view the report properly here. open the report in separate window"). I don't want that message to be displayed I need to remove it. May I know how can I remove that notification message bar.

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Creating follow up activity on emails received

February 25, 2017, 4:25 am
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Hi,

I create a lead and on saving the lead I send an email to the contact lead has. Now if this person replies to this email, I want to create a follow up activity for the related lead owner. How can I achieve the same? 

Any suggestions would be highly appreciated.

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Best app for Field Service Technicians

February 25, 2017, 6:52 am
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Hi,

We are currently setting up a Field Service solution for a client, and we are having a discussion on which app is the best for Field Service use? Please let us know your comments and experience, pro and cons are welcome.

BR
Anders

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Need to change the ModifiedBy field value during create of Note(Annotation) record.

February 25, 2017, 7:36 am
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Hi ,

We have requirement to clone the record, so we need to populated/copy the all the field values from the previous record. But createdby,modifiedby are not populating with old values always it using the service owner. I need to modify the createdby & modifiedby field values in the Note/Annotation entity.

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Entity Forms and Entity Lists missing after installing Adxstudio on my customized CRM Org

February 25, 2017, 7:57 am
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I have trouble installing Adxstudio on an existing CRM organisation that contains my customizations and data. Installation completes without any errors but some Adxstudio-specific entities are missing, like Entity Forms and Entity Lists. Others are still in place - I can see the Portals group with Websites, Page Templates, Redirects, etc... The same operation works well on a fresh CRM org on the same server.

Our custom entities have a prefix in the name so it could not be a naming clash.

 

Here are the steps in more detail even though the scenario is actually very simple, I'm following the quick start guide word for word, the only difference is that it's an organisation with customizations on it. 

 

I start with importing the adxstudio solution from C:\Program Files (x86)\Adxstudio\XrmPortals\7.0.0023\Customizations

I then refresh the page, the Adxstudio installer button appears, I press it, select Adxstudio Portals Basic Portal, click Install and wait.

Installation completes without errors but the Entity List and other entities are missing. It's not just a matter of not having them in the navigation, when I inspect all custom entities through the customizations tool they are still nowhere to be found.

Thanks In advance

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How to update crm business process flow onchange of a field in crm 2016

February 25, 2017, 8:12 am
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Hi 

Can any advise if its possible to update a crm bussiness process flow using javascript onchange of a field?

if so how 

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Datediff in calculated fields is incorrectly calculating

February 25, 2017, 9:25 am
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I am using the datediff function in the calculated fields to calculate how long a case has been open for. I am using a whole number datatype with duration format (I have also tried none format). The formula I have used is  DiffInYears(createdon, Now()), but I have also tried months and hours for the datediff formula.

The result is completely off and inconsistent. For example a case that was created two months ago may show a duration of 11 hours while another one will show a duration of two minutes even though it is days old. Also, the Years option and Hours option in the datediff calculation will show two separate results, it will 2 minutes and 11 hours for the same case (the result in the field shows hours and minutes next to the field).

I suspect is trying a conversion of some sort from the UTC field.

I would much appreciate anyone's advice or assistance on this. Thank you.

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Automation of report

February 25, 2017, 10:03 am
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Hello All,

What I need is to have an automation of the report that once the bill date is reached the report is generated as pdf, saved to notes of the entity (Custom entity) and also get exported to a file share with the file name as "InvoiceDate-CustomerNumber-InvoiceNumber" ? 

How can I do that? Do I need to create a plugin for that or there's another way to do this?

Thanks!!!!

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Dynamics 365 - November release - requires Compatibility View - why?

February 25, 2017, 10:51 am
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Since we upgraded our online environments to the November release, we have been strugglng with horrible performance issues.  Records on custom entities were taking over two minutes to commit.  We've gotten no useful advice from the third-party vendor who delivers the ProDirect Support via Microsoft (mired in process muck rending them ineffective).  I found a thread here where it was suggested to add dynamics.com to the Compatibility View list.  Once I did that, everything perked back up.  But now we have an orange border around the buttons in the navigation bar.

Why is this required and is there any way to get rid of the orange border?

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