Want to share this information on how to find out if a user is disabled and disable the account
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Dynamics 2016: How to find out if a user is disabled and how to disable the user - C#
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Business Process Error - Entity does not exist!
I have downloaded the Auto numbering solution for Dynamics CRM Online 2016
However, when I enter an entity into the 'Entity Name' field I keep getting the below error message and I cannot seem to find the reason why...
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Workflows no run CRM 2011
Hi, I have a problem with my crm, the workflows don't run and I doesn't view errors in event viewer. I restarted this services but nothing. Any ideas?
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CRM Update Query : Updating "entityimage" Attribute in a contact
Hello,
I am trying to update entityimage attribute using BizTalk and I need some help. however, I could update all other fields in a contact entity using BizTalk.
I use BizTalk to prepare CRM update query and I invoke SOAP Action header to update details in CRM.(Action="schemas.microsoft.com/.../Update" />)
One of My update query that worked
<Update xmlns="schemas.microsoft.com/.../Services"><entity xmlns:b="schemas.microsoft.com/.../Contracts" xmlns:i="www.w3.org/.../XMLSchema-instance"><b:Attributes xmlns:c="schemas.datacontract.org/.../System.Collections.Generic"><b:KeyValuePairOfstringanyType><c:key>CustomerID</c:key><c:value i:type="d:string" xmlns:d="www.w3.org/.../XMLSchema">70472441</c:value></b:KeyValuePairOfstringanyType><b:KeyValuePairOfstringanyType><c:key>lastname</c:key><c:value i:type="d:string" xmlns:d="www.w3.org/.../XMLSchema">ClarkUpdated</c:value></b:KeyValuePairOfstringanyType></b:Attributes><b:EntityState i:nil="true"/><b:FormattedValues xmlns:c="schemas.datacontract.org/.../System.Collections.Generic"/><b:Id>907fd352-cc96-e611-80e9-5065f38bc5a2</b:Id><b:KeyAttributes xmlns:c="schemas.microsoft.com/.../Contracts" xmlns:d="schemas.datacontract.org/.../System.Collections.Generic"/><b:LogicalName>contact</b:LogicalName><b:RelatedEntities xmlns:c="schemas.datacontract.org/.../System.Collections.Generic"/><b:RowVersion i:nil="true"/></entity></Update>
I am trying to use the same Update query to get the images updated. But failing to do so. Probably I am not using right value/data type. I am aware data should be in Bye[] but can someone help me get through it.
I receive image in base64 string format and I am converting it into Byte[] but struggling to prepare CRM update query.
If you can give me a sample update query to update entityimage would really help. Let me know if you need more details. Thanks in advance.
cheers,
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Opportunity Work Group functionality design question
Any design ideas?
Requirement: Opportunities have Work Groups. Provide a mechanism where the list of members of a work group are associated to an Opportunity.
Known items:
- Work groups consist of users of CRM and non-users of CRM. Work groups range in size from 10 to 80 people.
- Non-users of CRM are all employees and are defined to Active Directory.
- Purpose of non-users of CRM are to provide a list of people who are on the opportunity team and their role (standard list of opportunity roles)
- Active Directory is integrated with our CRM
- Users of CRM at a minimum will have read to an opportunity.
What are some ways that you would implement this functionality?
What pitfalls would we have if we used the contact entity and used that to populate the Work Group? Should we go custom in other ways?
Diane
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How to use CRM Database without the Frontend for Reporting Purpose using SSRS?
Hello,
Q1: We have no longer Dynamics CRM Frontend available, and CRM Database is exported in one of our local SQL Database Server, and now the business wants some reports from that database, the problem is most of columns are GUID and does not have textual data, is there any way I can get some reporting from this database?
Q2: The Business Users also created some custom database objects and its hard to find out which object is which? also doing a simple select on most of them is not giving the required results, is there any way I can Identify them and use them in my reports?
Thanks
Aun Ali
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Buffer.CurrentRow' threw an exception of type 'Microsoft.SqlServer.Dts.Pipeline.RowIndexOutOfRangeException
SSIS package throwing exception Microsoft.SqlServer.Dts.Pipeline.Wrapper.DTP_BUFFCOL 'Buffer.CurrentRow' threw an exception of type 'Microsoft.SqlServer.Dts.Pipeline.RowIndexOutOfRangeException' .Instead of We have enough data row in Database to process .
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update field with new account owner on a custom entity form (project) when the owner of an account changes
hi everybody,
we have a custom entity called Project,
the Project-form contains a field called "accountmanager",
this field contains the name of the owner of the account related to the project
when the account owner (accountmanager) changes we would like to have the field on the project form automatically updated as well
(with the new accountmanager)
we do have a workflow which updates that specific field with the accountmanager name when a new project is created
but i cannot to find a way to update the field when the project is already there and when meanwhile the related account changes of owner
does any of you know how to fix this?
many thanks in advance for your suggestions
best regards, leo
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Dynamcis CRM 2011 License cost - Changes in 2017
Hi
I have a quick question regarding Microsoft CRM's license cost for CRM 2011.
Has Microsoft changed the licensing model and prices recently in a way that it is going to charge new prices from March 2017(irrespective of whether CRM remains on 2011 or is upgraded)
Will be helpful if you anyone can advise me on this please?
Regards
Arj
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Used Work Order Services become actual line items (Actuals entity)?
Is there a setting that allows "Used" Work Order Services to become actual line items? I miss the record in the Actuals entity for Work Order Services with line status "Used". (That was mentioned in the Training Material)
If it is not intended to be like that why is there a tab called "Actual Cost" in Work Order Service Form which behaves differently to the same tab in Work Order Products Form?
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Questions MB2-712
Hello,
Can you pleased help me answer correctly thoses questions ?
*************************************QUESTION 1
given answer in a website: A
My answer : C
*************************************QUESTION 2
You have a business rule that has a scope of All Forms.
You discover that the business rule does not execute on forms when users access the forms.
You need to ensure that the business rule executes on the forms when accessed by the users.
What should you do?
A. Assign the users permission to read the business rule.
B. Change the scope of the business rule from All Forms to Entity.
C. Activate the business rule.
D. Enable the execution of the business rule from the System Settings.
given answer from a website:B
My answer : C
*************************************QUESTION 3
QUESTION 12
You are modifying a Dynamics CRM form for a custom entity.
You need to identify which parts of the CRM form users can use to modify data.
Which two parts should you identify? Each correct answer presents a complete solution.
A. Navigation
B. Footer
C. Header
D. Body
given answer from a website: AD
My answer : BD
****************************************QUESTION 4
You have a user who must import a file every Monday. The file contains contacts from events the user
attended during the weekend. The events are scheduled every weekend for the next 18 months.
You need to prevent duplicate contacts from being created when the user imports the contacts.
What should you do?
A. Create a real-time workflow.
B. Add a duplicate detection rule to the data map.
C. Schedule a duplicate detection job.
D. Apply a duplicate detection rule to the Import Data Wizard.
given answer from a website: D
My answer : BD
***********************************QUESTION 5
You have a Dynamics CRM organization.
You add a new currency field named Revenue Potential field is displayed as 95.66. Other records also
display Revenue Potential field in this format.
You need the Revenue Potential field to be displayed as nn.nnn.
What should you configure?
A. the display format is personal options
B. the Formats tab in System Settings
C. the default currency in personal options
D. the Currencies settings in Business Management
given answer from a website: B
given answer from a another website: D
********************************QUESTION 6
You have a custom entity named Even Registration. Event registration has a relationship with the contact
entity.
You plan to add a field named Contact Phone to Event Registration.
You need to ensure that when a contact is added to an event registration record, the phone number of the
contact is displayed in the Contact Phone field of the record. If the contact changes, the Contact Phone field
must display the new phone number of the contact.
What should you use?
A. a lookup field
B. a business rule
C. entity mapping
D. a calculated field
given answer from a website : A
My answer : D
Thanks in advance,
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Developer Training
I am looking to very quickly find a good CRM 2016 developer bootcamp/training/course. Preferably in-person vs virtual and around the midwest (although travel is OK).
The best I've found so far is something like this: https://www.dynamicsedge.com/dynamics-crm-training/microsoft-dynamics-crm-2015-2016-developer-boot-camp
However, I am hoping to find something that is much sooner, within the next couple weeks hopefully.
I know sometimes these things can be a bit tricky - just a simple google search doesn't necessarily do the trick. So, I thought I'd post this here in hopes that someone may know of something happening soon or a specific website for me to continue my search.
Thanks!
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Adding CRM System Users through PowerShell - CRM 2015 On Premises
Hello all,
I'm looking for a quick way to add users to CRM via powershell then add Roles, Teams, Manager, etc. I found one example of someone using Powershell to make an OData connection back into CRM, but I hoped there was a native tool through the CRM PowerShell snap-in. Any suggestions if this is possible with some examples?
Thanks.
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Replicate Dynamics 365 to On-Prem server for Reporting
Hi there,
I constantly battle with reporting off the D365 Online platform, given the limitations of 50,000 records, no Custom Code in RDL reports, RDL Sandboxing limitations of expression character limits etc.
Is there then a way in which the D365 environment can be replicated to an On-Premise SQL or SSRS environment, which could then be used for D365 reporting?
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Clone Parent and Child Records
I have an entity called Check List and another one called Check List Items. Each check list item is a record for a question and its respective answer.
I have found a way to clone the parent record and the relationship, but when I clone the record, I see the same check list items related to the cloned record as opposed to have the check list items also cloned and related to the new record that has been created when I cloned the parent. The actual scenario wouldn't work for me cause each check list will have different answers.
Is there anything that would help me clone the parent record, clone the child records and relate them to the new parent record?
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How can I edit the Case entity ribbon to add a button?
How can I edit the Case entity ribbon to add a button?
I'm referencing the step in Figure 26.9 from the book Microsoft Dynamics Unleashed 2016.
I need to add the Button highlighted in the picture. However, I have a big constraint. I can't use RibbonWorkBench.
Is there any tutorial that will teach me how to add the button to the Case entity ribbon without using Ribbon Work Bench?
Thank you!
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Exporting Unmanaged Solution: Business Process Error - Invalid business process.
Hello,
I am exporting my unmanaged solution from a CRM Online Sandbox and receiving the following error. "Business Process Error - Invalid business process." There are no technical details and no log available. The solution contains custom entities, workflow, BPF, plugins, workflow, etc. so I am having a difficult time pinpointing the issue. Any help is appreciated! TIA.
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"At least one security token and the message could not be validated" CRM 2016 on premise via SDK
Recently our organization upgraded from AD FS 2.0 to AD FS 4.0. After this upgrade our applications that connect to the Organization service using the CRM SDK failed to connect. We originally attributed this to using the depricated CrmConnection class and refactored our code to use the Xrm.Tooling.Connector namespace.
Now, we are getting intermittent successful connections using the CrmServiceClient class. Here is our setup:
Crm 2016 ON PREMISE version 8.0.198
Claims Based authentication enabled
SSL enabled
IFD Disabled
Load Balanced via F5
Usually, we will get 2-3 successful connections followed by a couple minutes worth of failed connections. When it fails, we get the following error messages:
"At least one security token and the message could not be validated" - failed authentication
"An unsecured or incorrectly secured fault was received from the other party"
Here is how we are currently configuring the CrmServiceClient class:
CrmServiceClient connection = new CrmServiceClient(connectionString);
_orgService = connection.OrganizationServiceProxy;
....then standard crud functionality of the orgservice
(more code can be provided upon request)
connection string example:
<add name="xxx" connectionString="AuthType=AD; Domain=xxx; UserName={domain}\xxxxxx; Password=xxxx; Url=https://xxxxxx/{orgname}; useUniqueInstance=true; LoginPrompt=Never; useSsl=true; "/>
Here is what we have tried:
- various changes to the connection string. username with and without the domain, auth type AD and IFD, and specifying a home realm uri
- using the CrmServiceClient overloaded constructors to create the instance without using a connection string
- creating the OrganizationServiceProxy without the CrmServiceClient
- disabling claims based authentication and making sure the federationmetadata xml and certificate were correct, then re-enabling
- many more things im sure
All these give us similar results - some successful connections followed by some unsuccessful connections.
Does anyone have any ideas?
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SSO with Customer Self Service Portals
Hello guys,
I have been having hard time with the Customer Self Service Portals to use SSO, does anyone have a way of taking this to bypass the WHR screen and to go straight to my SSO portal.
For the CRM is working fine because Microsoft just created an easy way to manipulate this by using:
mycrm.crm.dynamics.com?whr=mycompany.com
Unfortunately this wouldn't work for the Portal.
Anyone got it working?
Cheers
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Dynamics365 (w/IFD and Claims enabled) - web works cant connect Outlook or Mobile
Running Dynamics365 on Windows Server 2012 R2
Have IFD and claims set-up, when logging on using web-browser works fine, but I cant get Outlook add-on or Mobile app to work
Outlook 2016 add-in give me following error after entering my credentials:
----------------------------------------------------------------------------
Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials. Check your connection or contact your administrator for more help.
[Expanded Information]
Authentication failed
at System.Windows.Forms.Control.MarshaledInvoke(Control caller, Delegate method, Object[] args, Boolean synchronous)
at System.Windows.Forms.Control.Invoke(Delegate method, Object[] args)
at System.Windows.Forms.Control.Invoke(Delegate method)
at Microsoft.Crm.Outlook.ClientAuth.ClientAuthProvider`1.RetrieveUserCredentialsAndSignIn(Control parentWindow, Boolean retryOnError, IClientOrganizationContext context)
at Microsoft.Crm.Outlook.ClientAuth.ClientAuthProvider`1.SignIn(AuthUIMode uiMode, IClientOrganizationContext context, Control parentWindow, Boolean retryOnError)
at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo`1.DeploymentInfo`1.LoadOrganizationsInternal(AuthUIMode uiMode, Control parentWindow)
at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo`1.DeploymentInfo`1.LoadOrganizations(AuthUIMode uiMode, Control parentWindow, IClientAuthProvider`1 authenticatedProvider)
at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo`1.InternalLoadOrganizations(DataCollection`1 orgs, AuthUIMode uiMode, Control parentWindow)
---------------------------------------------------------------------
The Mobile app spins for a while and then just goes to a white blank screen
Anyone have any suggestions or can point me in direction to resolve this ?
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