Excel Online and Dynamics 365

November 9, 2017, 6:26 am

≫ Next: Delete Notes from Portal

≪ Previous: Tracking "Scheduled Time Off" in CRM 2013

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Hi there,

What I need to do is to import an Excel file in CRM, opening it, extract some specific data and create some records into the CRM. My old solution was based on the normal Excel, so my goal was reached by adding the Excel sheet as attachment for an annotation and using a plugin triggered on the Create event on the annotation.

So far so good.

Now the needs is to "open" the file directly from the Excel Online. I made some researches and I have seen that there is no "easy" way to open an Excel online file. Do you have any suggestion? In this phase is not planned to be used Sharepoint neither Onedrive for business.

Thanks in advance!

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Delete Notes from Portal

November 9, 2017, 6:42 am

≫ Next: reoccurring scheduler in D365 or CRM 2016 online

≪ Previous: Excel Online and Dynamics 365

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Hi All !

I have a requirement to allow users to delete notes added to a record via the Dynamics 365 portal.  The Notes are created by a workflow within Dynamics 365.

Entity Permissions and the Entity form has been configured per the "Configure notes for entity forms and web forms on portals" Microsoft documentation.

I would expect that the user would be permitted to delete any notes.  However, what I have found is that the user is only given the option to delete notes that they created and were created from the portal.  Any notes created within Dynamics 365 do not provide the option to delete.  Also notes, created by other users from the portal are not able to be deleted by anyone but the note creator.

Is this simply "the way the portal works", or is this perhaps related to permissions on the portal and within Dynamics 365?

Thank you!

Tom

reoccurring scheduler in D365 or CRM 2016 online

November 9, 2017, 6:49 am

≫ Next: IE Issues; Can't create new records associated to Parent record

≪ Previous: Delete Notes from Portal

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Hi CRM Experts,

Need to implement reoccurring scheduler in D365 or CRM 2016 online version for every 2 min.

Have implemented workflow calling -> Custom workflow with wait condition, it’s going to infinity loop, due to CRM framework limitation (8 times per hour).

Is there any way to implement to reoccurring every 2 min job in D365 online..?

Note: Please don’t suggest Windows & Azure schedulers.

IE Issues; Can't create new records associated to Parent record

November 9, 2017, 6:55 am

≫ Next: How to set current address pushpin in webForm ?

≪ Previous: reoccurring scheduler in D365 or CRM 2016 online

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Hi All,

Our Dyn 365 instance was recently update to 8.2.2.128 and since then when trying to create a new record associated to it's parent record, IE will open a new window but it remains blank.  It works in other browsers just not IE.  I am going to open a ticket with Microsoft but was wondering if anyone knows if this is a known issue.

Thanks for your help!

Jenny

How to set current address pushpin in webForm ?

November 9, 2017, 7:27 am

≫ Next: Hiding Sub Grid

≪ Previous: IE Issues; Can't create new records associated to Parent record

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Hi,

Here I have added bing map.

I want to add current address pushpin in Account form.

How can I set Push pin of address?

can anybody suggest me?

Hiding Sub Grid

November 9, 2017, 7:37 am

≫ Next: New to CRM Questions about Dashboards

≪ Previous: How to set current address pushpin in webForm ?

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Hi,

I am trying to hide a sub grid in a section(This section has four columns), there are multiple sub grids in this section but i want to hide just one of them.

When I run this line of JS: "Xrm.Page.getControl("LeadsCostConsultant").setVisible(false);" it hides all of the sub grids that are in the same row.

Any help will be great

Thanks

New to CRM Questions about Dashboards

November 9, 2017, 7:42 am

≫ Next: CRM Developer Toolkit vs XrmToolKit

≪ Previous: Hiding Sub Grid

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Is there a way to get existing charts from other dashboards into a new dashboard and have more than 6 charts in a dashboard.

CRM Developer Toolkit vs XrmToolKit

November 9, 2017, 7:49 am

≫ Next: Changing hover text in CRM 365

≪ Previous: New to CRM Questions about Dashboards

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We are currently on CRM 2016 on-prem with plans to go to D365 on-prem whenever it gets released and we have Visual Studio 2015 (I don't know if/when we will upgrade to 2017).  I want to start developing plugins and I'd like to know which would be the better tool to use for this. Can someone tell me what the differences are between the CRM Developer Toolkit and the XrmToolkit?  I understand that the XrmToolkit comes with a price of $219 per license and the CRM toolkit is a free download. Which do I choose? Does one offer more than the other?

Thanks in advance,

Chrys

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Changing hover text in CRM 365

November 9, 2017, 8:38 am

≫ Next: MS Flow to create a record in Dynamics 365

≪ Previous: CRM Developer Toolkit vs XrmToolKit

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Hi everyone, I have the following issue - I have to change this hover text in my CRM ( see the picture below). Please give me an advice - which is the easiest way to do this?

Thank you in advance for your cooperation!

Regards,

Robert

MS Flow to create a record in Dynamics 365

November 9, 2017, 8:51 am

≫ Next: WebRequest.Create(Uri) method is failing to create instance of HttpWebRequest

≪ Previous: Changing hover text in CRM 365

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Hi I want to use customer to fill in some kind of form from their browser which should create a  record in Dynamics 365 (Online). Is there any way to do this using technologies like Typeform, MS Flow etc?

WebRequest.Create(Uri) method is failing to create instance of HttpWebRequest

November 9, 2017, 8:54 am

≫ Next: sequence number in subgrid view

≪ Previous: MS Flow to create a record in Dynamics 365

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I am using the below code to integrate SharePoint online & Dynamics 365 Online for creating folder in SharePoint. When i tried this code on console application it's working fine. But same code is not working if i registered as a plugin in CRM. While debugging the code i am getting the error in the highlighted line.

Uri MsoSTSUri = new Uri(msoStsUrl);

HttpWebRequest request = (HttpWebRequest)HttpWebRequest.Create(MsoSTSUri);

byte[] responseData = HttpHelper.SendHttpRequest(
MsoSTSUri,
"POST",
saml11RTBytes,
"application/soap+xml; charset=utf-8",
request,
null);

I Would appreciate any help fix this issue.

Thanks,

Kanagaraj Pandian.

sequence number in subgrid view

November 9, 2017, 8:59 am

≫ Next: strange behaviour of Notes in CRM

≪ Previous: WebRequest.Create(Uri) method is failing to create instance of HttpWebRequest

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Hi, is there anyway to add something like a sequence number in a subgrud view

strange behaviour of Notes in CRM

November 9, 2017, 9:42 am

≫ Next: CRM Notes Max Size?

≪ Previous: sequence number in subgrid view

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Hi all, 

I am not sure if this is an issue or I am missing something 

what I noticed is 

when I create an entity 1 with notes (includes attachment) option as checked, I can upload notes in that entity. - This is normal behaviour 

when I create and entity 2 with notes (includes attachment) option as UnChecked, I cannot see upload notes in that entity. - This is normal behaviour 

but when I update entity 2 and check notes (includes attachment) option and publish it properly. I still cant see the notes in entity 2 - This is Strange behaviour 

 

I did properly publishing 
Removing cache is also I did. 

Can anyone try this and please help me with it? 

or is it something from CRM side ?

CRM Notes Max Size?

November 9, 2017, 9:46 am

≫ Next: Setting mail merge for a future date

≪ Previous: strange behaviour of Notes in CRM

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What is the Max size limit of CRM notes we attached. 

not in Email. in annotation entity I am talking about? 

Setting mail merge for a future date

November 9, 2017, 10:16 am

≫ Next: Not able to view portal application inside Admin Center -> Manage application

≪ Previous: CRM Notes Max Size?

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I was curious if you can set a mail merge for a future date in Dynamics CRM?

 

Want to send out marketing for Veterans Day to go out tomorrow, but our office will be closed due to observing the holiday.

 

 

Thanks!
Samantha

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Not able to view portal application inside Admin Center -> Manage application

November 9, 2017, 10:53 am

≫ Next: Reopen appointment to change the field and return to the original state.

≪ Previous: Setting mail merge for a future date

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Some how portals got disabled from our environment and now we can not see portal application listing as well. We have even done the reset of environment with no luck.

Another strange thing happening is that

When we go in Azure active directory we see a register portal application and when we browse the same, it works even though we do not have portal solution installed in our CRM instance. Not sure which database the portal is pointing to.

Can someone help please? we needed urgent help!

Best Regards

Amit

Reopen appointment to change the field and return to the original state.

November 9, 2017, 11:43 am

≫ Next: Business Rule and Date Issue (Bug?) - Unified Interface

≪ Previous: Not able to view portal application inside Admin Center -> Manage application

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I am creating a plugin where I need to change a field of multiple appointments in CRM, but when I try to open the appointment I get the message "Cannot update Closed or Cancelled Activity". can anybody help me?

  setState(0, 1, newEntity.ToEntityReference(), service, item.LogicalName, erro);
  newEntity[attributte] = new EntityReference(Account.LogicalName, Account.Id);
  service.Update(newEntity);
  setState(((OptionSetValue)savedState["statecode"]).Value, ((OptionSetValue)savedState["statuscode"]).Value, newEntity.ToEntityReference(), service, item.LogicalName, erro);


 public void setState(int stateCode, int statusCode, EntityReference entity, IOrganizationService service, string entityName, string erro)
  {
                   SetStateRequest state = new SetStateRequest();

                    // Set the Request Object's Properties
                    state.State = new OptionSetValue((int)stateCode);
                    state.Status = new OptionSetValue((int)statusCode);

                    // Point the Request to the case whose state is being changed
                    state.EntityMoniker = entity;

                    // Execute the Request
                    SetStateResponse stateSet = (SetStateResponse)service.Execute(state);
                }

Business Rule and Date Issue (Bug?) - Unified Interface

November 9, 2017, 12:02 pm

≫ Next: Credit card payment in FIeld service Mobile App

≪ Previous: Reopen appointment to change the field and return to the original state.

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I've got a relatively simple business rule that applies to a date field. The fields behavior is Date Only if that makes any difference. These are also all custom fields on custom entities.

The business rule is as follows:

IF

Plan of Care Signed by Client? equals "Yes"

THEN

Unlock Plan of Care Client Signature Date

Set Plan of Care Client Signature Date as Business Required

ELSE

Lock Plan of Care Client Signature Date

Set Plan of Care Client Signature Date as Not Business Required

Clear Plan of Care Client Signature Date

I've done rules like this in the past - seems pretty straightforward.

The business rule itself works as expected. However, when I refresh the form for an existing record (either using the browser refresh, or the one in the ribbon) the value in Plan of Care Client Signature Date is decreased by one day. If I save the record (or it is auto saved) and refresh again, one more day is subtracted. This happens without fail as long as I navigate to the tab that the field is on. This also only happens in the unified interface. If I disable the business rule, this behavior stops. I'm assuming this is a bug, but I thought I'd make sure I'm not missing...something. I'll probably go ahead and submit a support ticket also.

This is happening in chrome, and I'm having issues logging in on another browser so I'll have to check it in a bit. Also, other devs saw this same issue, so it's not unique to my user. I've also tried having the business rule scoped to All Forms and Entity, and there was no difference.

Credit card payment in FIeld service Mobile App

November 9, 2017, 12:25 pm

≫ Next: Error upon deletion of any lead

≪ Previous: Business Rule and Date Issue (Bug?) - Unified Interface

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Hi Guys,

We have a requirement with one of clients that they need to have ability to capture credit card payments in Field Service Mobile App. Right now I can see only cash, check options. Any idea on how to do integrate Credit card payments in Field Service Mobile App?

Thanks in Advance !! 

Error upon deletion of any lead

November 9, 2017, 1:18 pm

≫ Next: Drop down menu: Users have to click again in order to select the value.

≪ Previous: Credit card payment in FIeld service Mobile App

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Hello,

I am trying to delete a test lead created but run into errors. The error is 

<html xmlns="http://www.w3.org/1999/xhtml"><body><parsererror style="display: block; white-space: pre; border: 2px solid #c77; padding: 0 1em 0 1em; margin: 1em; background-color: #fdd; color: black"><h3>This page contains the following errors:</h3><div style="font-family:monospace;font-size:12px">error on line 1 at column 1: Extra content at the end of the document
</div><h3>Below is a rendering of the page up to the first error.</h3></parsererror></body></html>

I tried using different browsers but the error persists. I am new to Dynamics CRM. On going to the developers tools by pressing the F12 key in chrome, I found these errors.

Refused to set unsafe header "Content-Length"

Failed to load resource: the server responded with a status of 404 (Not Found)

POST internalcrm2016.xx.com/.../web 404 (Not Found)