Hi, I got some trouble in debugging custom workflow. Basically, I can not see the error message, and can not attach this to VS. And the I am supposed to see the messages in the plugin profiles, but there is nothing, and my workflow status shows waiting. please see the screenshot, I am not sure what step I have missed.
how to debug custom workflow
Mobility - Favorites on Workspace
If you mark something as a favorite, is there a way to make that object pin to home? Or should I hide the home option- not sure if that is relevant any more. Thanks!
Error after using Xrm.Utility.openEntityForm
Hi All,
I have small exemple
var parameters = {}; parameters['name'] = "<test>"; Xrm.Utility.openEntityForm("opportunity", null, parameters);
This example produces an error:
"System.ArgumentOutOfRangeException: Specified argument was out of the range of valid values. Parameter name: Expected 'SafeString' data type for 'name' parameter in 'Request.QueryString'..."
I know a problem consists in a symbol '<' after which any other symbol follows.
I hope that someone will be able to help me to deal with this problem.
Requesting data from Dynamics 365
Few users are NOT able to open Account/Contact entity record, whenever they open any record it just shows retrieving data from o365.
I already tried various browsers, clearing their cache but nothing work.
Any idea ??
Thanks
Conditional Responses, displaying all items if user selects one option then the other (Incorrect vs. Correct Response)
Hi all,
I was wondering if anyone else is having this issue or if Microsoft planned on repairing this. We've created a quick 1 question pop quiz, that contains radio buttons. Ideally, if they select the correct response we want to show them something that states it's correct on the next page. We'd also like to show them they were incorrect, on the same page, if incorrect. To do this we used the Conditional Formatting, hide/show options to hide/show the Correct/Incorrect verbiage. We kept these on the same page. The only problem is, when a survey taker has selected the incorrect response (without submitting the question), then changes their mind and selects the correct response our conditional formatting breaks. Instead it shows both, "Your Incorrect" and "Your Correct". If the person on selects one response, the conditional formatting works as expected.
Order Details Suggestion Errors - AzureRecommendationWebservice
Can someone help me or guide me to a solution for the following issue.
I am using the Product recommendations within CRM and have added related products so a specific product. Every time I attempt to use the service I get an error. Here are my steps to recreate:
Entity: Order
Order details subgrid add a Order Product.
Select the suggestions link on the added product. I get the AzureRecommendationWebservice error. When I close the error I can see my suggestions and I can add them with not problem. It's just super annoying to get that error every time.
Dynamics CRM (365) July 2017 Update
The July 2017 looks like its going to be great! However, its already September 2017 and I see no sign of its release! What is the point of calling it a July release when there is no chance in hell that it will be available July 2017? Is this even expected to be released in 2017?
Help with solution/work-flow to move attachments from Tracked emails - after successful 'Server Based Integration'
Hi,
I finished the Server Based Integration (between Dynamics CRM/365 and SharePoint online), last week. Since then I have been researching quite a bit, but have not found any resource for removing attachments from 'Tracked' emails to the respective 'Account' folder in the connected SharePoint sub-site. I can manually add documents from the Dynamics CRM - Account - and then Upload. But need a solution for the email attachments. I did find some workflow KBs/videos, but they are more generic like any email attachment to a sharepoint site. Is there any specific instruction just for Dynamics CRM - email attachments to SharePoint on line?
Would look forward to some replies.
Thanks,
Ashok
checkbox quick create form
New role - User creation
Hi,
I need to create a new role for a user that will be in charge of the user creation(also deleting them) but i´m not able to assign the right permissions. Can someone let me know wich entities I should allow for this role to control?
Thanks.
Comparison of Organizations
Hi all,
I spentmore than 1 hour to find some tools to compare two different CRM organizations / environments. I've tried Dynamics CRM Customization Comparer but generally doesn't work with big solutions and I need something stable. I know that is possible use tools like the solution packager, compare the solution.xml etc... but I need something that is enough "easy".
Someone had my same issue ? Do you have some suggestion ?
Thank you in advice
Aldo
Voice of the customer survey regarding another entity
I know surveys are linked to contacts but can I relate a survey to another entity which the survey is about like an event ?
RETRIEVE MULTIPLE OF SAVED QUERY IS NOT TRIGGERED FOR MOBILE APP USERS (NGA)
Hi guys, we have a custom plugin that hooks onto retrievemultiple of savedquery (view) to pre filter depending on user's role.
This works fine in the desktop version of crm 2016 (8.2.1), but we noticed that the plugin does not fire for mobile app users (nga). Can someone confirm my speculation that the mobile app doesn't trigger retrievemultiple of savedquery?
I tried asking ms if this is a bug or platform as designed, but they are being stupid and not answering my question.
If someone can answer my question, it will be appreciated!
msdyncrmWorkflowTools Email To Team - Email sits at pending
Hi
I am trying to send an email to a team using the msdyncrmWorkflowTools Email To Team. However the email sits at "This message has not yet been submitted for delivery. For more information, see help", and it sits at pending send. Another email created on the same workflow (Just sent to myself only) sends ok. I am using Dynamics 365 online.
What do I need to do to make the msdyncrmWorkflowTools Email To Team email send?
Any help would be much appreciated.
Thanks
Unable to map Owners to their respective accounts by using Kingswaysoft SSIS
Hello,
I am migrating data from CRM 2013 to Dynamics CRM 365 using Kingswaysoft SSIS.
Tried all possible ways but not able to map the owners to the new system.
Tried mapping owneridname from source to ownerid in destination, still no results.
Any help would be appreciated.
Thank you.
Remove business process flow from form in Dynamics 365
Hello everyone!
I need to remove business process flow from form in Dynamics 365.
The problem is it's the BPF from managed solution, so I'm not able to remove it from solution, I can only deactivate it.
I've tried to set processid/stageid/traversedpath to null, unfortunatelly it didn't help.
I know that BPF structure has changed much in D365.
Could anyone please tell me, how to get rid of the BPF?
Thank you in advance.
Quote template, Add Unit Name from Price List
Hi Everyone,
I am creating a Word template for a quote using the XML mappings feature in Word. What is the xml mapping field for the price list unit in the word template? For example in the quote we have a product description called "temp work" the unit in the price list is "hour" and the price is "$25". We are able to map the description, and the price but not the unit. What is the field for "unit". Your help is greatly appreciated. Thank you!
Can't see Edit and Activate button on Contact associated view for some users
Hi All,
I have Contact Associated View on Account and a few Users can see Edit and Activate button on the Contact Associated View. All these users have same Sys Admin role, though.
Any thoughts?
Ribbon Workbench - RUN DIALOG Smart button In D365
Hi,
I've written a dialog and want to run the same Dialog by clicking on "Run Dialog" button added from Ribbon Workbench to Contact entity.
The Dialog seems to be working properly if i start from "Start Dialog" button available out of the box in the Ribbon but the same Dialog doesn't seem to be working when i Click on "Run Dialog".
Can anyone suggest!
How to Update/Delete User from a Team using c# sdk
Hi Friends,
I am stuck in a situation where i want to Update/Delete a User for teammembership entity. Is it possible to do that from CRM sdk. I looked for this problem and found a special request can server my purpose at least for delete operation but the catch over here is this special request "RemoveMembersTeamResponse" need MemberID and TeamId as input but in my case i have only TeamMemberShipId as input. I thought to perform retrieve operation but it throws exception saying this operation is not supported for this entity.
Is there any way to fix this issue. I am a newbie to this CRM stuff.
Thanks a lot in advance.