The user has read permission to the records in a custom entity via user-created access team. Access team and permissions were created dynamically via code.
The user can see the records in a standard grid/subgrid. However, he/she cannot see the records in the new editable subgrid.
Is this a known issue? Would appreciate a response from Microsoft. Thank you.
I want to find out who created the system view ( we have several people that were given system admin role before). Is there a field called creator or publisher that I can look up, and how can I do it?
Hi, I am wondering how to create auto numbering through plugin, do we have sample? thanks
Hi,
So I'm familiarizing myself about project service and created a new (and clean) D365 Trial to be able to learn more. So I created a time entry while playing with the project service and tried to submit said time entry. However, I am encountering this error as per the screenshot below. Is there any additional configuration needed for me do so that I can send time entries?
Having an issue when we click on the OneNote tab in the opportunity the following error message appears
When I go in via documents associated grid for the opportunity - you can see OneNote docs & access them, no issue. So it doesn't seem to be a sharepoint permissions issue.
Any ideas as to why is it not allowing us to do this from the OneNote tab in the actitivies section?
I checked to see if this happened on other record types & we were able to access the OneNote docs from the activities section no issue from other record types (e.g accounts).
Dear Fellows,
Regarding with this article https://technet.microsoft.com/en-us/library/hh699800.aspx,
It's said "The Microsoft Dynamics CRM Email Router is deprecated for December 2016 update for Dynamics 365 (online and on-premises) or later. We strongly recommend that you migrate all email routing functionality to use the server-side synchronization feature", I have 1 environment already migrate/upgrade to 365 Dynamics Online and come with new toolbar re-designed
Curious to testing it, i testing with email router 2016 and the functionality still fine,
Any idea for the next email router functionality will be really deprecated?
Thanks
I have a User with Admin Role in CRM.
ex:
Username : AdminCRM
Security Role: System Administrator
And i have these following schenario:
1. Public Computer (Not Joint Domain)
- Open CRM from browser in Public PC -> Connect CRM -> Run Reports (Success)
- Open Remote Desktop -> Connect to CRM Server -> Open IE -> Open CRM -> Run Reports (Success)
2. Public Computer (Joint Domain)
- Open Browser in Public PC -> Connect CRM - Run Reports (Success)
- Open Remote Desktop -> Connect to CRM Server -> Open IE -> Open CRM - > Run Reports (rsAccessDenied)
When i connect to CRM from Remote Desktop in PC that join domain, why this user unable to open the report ?
Hi All,
Is it possible to integrate Non IFD CRM 2016-OnPrem org(version8.1) with Office365-Sharepoint Online site??
As per my knowledge, we need to configure server based authentication for Sharepoint online site to integrate it with CRM on-prem org. However to configure server-based authentication, we need CRM IFD environment.
Do we have any procedure which can be used to integrate Non IFD CRM env with Online Sharepoint site?
If yes then could anybody tell me the steps.
Thanks,
Jayesh
Hello Every One
I am trying to call a wcf webservice in dynamic CRM Workflow, i am getting the following error
"Type 'SMS' cannot inherit from a type that is not marked with DataContractAttribute or SerializableAttribute. Consider marking the base type 'System.Activities.CodeActivity' with DataContractAttribute or SerializableAttribute, or removing them from the derived type.
Here is my full method
using System;
using System.Text;
using System.Activities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;
using System.Net;
using System.Runtime.Serialization.Json;
using System.IO;
using System.Runtime.Serialization;
namespace SendSMS
{
[DataContract]
[KnownType(typeof(smsnew))]
public class smsnew
{
[Input("ComplaintNo")]
[DataMember]
public InArgument<string> ComplaintNo { get; set; }
[Input("SMS_No")]
[DataMember]
public InArgument<string> SMS_No { get; set; }
[Input("SMS_GATEWAY")]
[DataMember]
public InArgument<string> SMS_GATEWAY { get; set; }
}
public sealed class SMS : CodeActivity
{
protected override void Execute(CodeActivityContext context)
{
ITracingService tracingservice = context.GetExtension<ITracingService>();
try
{
IWorkflowContext workflowcontext = context.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory servicefactory = context.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = servicefactory.CreateOrganizationService(workflowcontext.UserId);
using (WebClient client = new WebClient())
{
var sms = new smsnew();
sms.ComplaintNo = sms.ComplaintNo;
sms.SMS_No = sms.SMS_No;
sms.SMS_GATEWAY = "501";
DataContractJsonSerializer serializer = new DataContractJsonSerializer(typeof(smsnew));
MemoryStream memoryStream = new MemoryStream();
serializer.WriteObject(memoryStream, sms);
//var jsonObject = Encoding.Default.GetString(memoryStream.ToArray());
var webClient = new WebClient();
webClient.Headers[HttpRequestHeader.ContentType] = "application/json";
var serviceUrl = "http://10.101.51.10:8080/MessageEventManagement.ProcedureExecuterBatch/ProcedureExecuterBatch.svc";
// upload the data using Post mehtod
string response = webClient.UploadString(serviceUrl, memoryStream.ToString());
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
}
}
Hi,
I am using CRM 2011. I want to send mass mail to all CRM contacts. The mail contain image also. The mail should send with image on body not as attachment. Can I schedule sending mass mail from CRM.
Kindly help me to find a solution for this task.
Regards,
Noushad
I'm migrating my adx portal from cloudapp to web app which is of ACS Authentication. When I create a realm party with local host, it is working and If I do the same with web app it is throwing me an error. Not sure why this is coming up.
Any Help is much appreciated.
Thanks in advance..!!
We have an existing ADFS server for Office 365. We use SharePoint online along with Exchange.
Our CRM is on premise. Can I use the same ADFS server used for Office 365 for the CRM IFD configuration or I need a new ADFS deployment dedicated to CRM 2015/2016?
Need Clarification on below scenarios. I want to understand plugin execution. Please help.
What is the best way in sending SMS from dynamics crm that includes a friendly link of voice of customer survey
Hello Experts,
In trial instance whatever changes i was doing those things were reflecting there.
But since 2-3 days whatever changes I'm doing it is not reflecting in Agent Application.
For example: Previously I was showing contact and home page now I have removed everything but it is still showing contact and home page.
And whatever new things I'm showing those things are not showing in Agent Application.
Please guide me what should I do now ?
Regards,
Alok
hi i am using below code to check login user and owner f record is same or not
function loginUser() {
var setUservalue = Xrm.Page.context.getUserName();
alert(setUservalue + typeof (setUservalue));
var value = Xrm.Page.getAttribute("ownerid").getValue();
var Name = value[0].name;
console.log(value);
alert(Name + typeof (Name));
if (setUservalue === value) {
alert("success");
}
else {
alert("fail");
}
}
if both r same also it is showing failed where my logic gone wrong pls explain
I have three types of account, and as of right now I have a button for adding each type of account, but I would like to show/hide them based on the view selected on CRM. See image attached.
Based on the effort that is required to write such code I would be willing to collaborate with compensation.
Hi,
In my case there multiple enable rules for each of the custom button in CRM 2015.
Now, when calling enable rule custom rule function, it also have multiple dependent library.js code.
But, the problem is as Ribbon.js call first and then it would load other websources files for form. So, on the time of calling ribbon.js function , all other library do not get loaded on the form even though they are registered on webresource library. So, I have used below code and added in each button enable rule on custom rule first and it calls this dummy "isNaN" function for all other dependent library and then would call ribbon.js enable rule function.
<CustomRule FunctionName="isNaN" Library="$webresource:bw_/scripts/XYZ.Xrm.abc.js" Default="false" />
But, now issue is as there are multile buttons and each one have many enable rules and as in all buttons enable rule i have added this dummy function the form becomes heavy and doesn't get loaded in time. I have added this dummy function "isNaN" to all enable rule custom button before calling actual function, because we don't know exact which button's enable rule call first.(i.e. onfirst day it calls Button 1 enable rule and on the second day it calls Button2 enable rule.)
So, anyone know the solution of this and by that form loaded in time.
Thanks,
Kandarp
/ <copyright file="PluginBase.cs" company="">
// Copyright (c) 2017 All Rights Reserved
// </copyright>
// <author></author>
// <date>5/31/2017 9:30:50 AM</date>
// <summary>Implements the PluginBase Workflow Activity.</summary>
// <auto-generated>
// This code was generated by a tool.
// Runtime Version:4.0.30319.1
// </auto-generated>
using System;
using System.Collections.ObjectModel;
using System.Globalization;
using System.Linq;
using System.ServiceModel;
using Microsoft.Xrm.Sdk;
namespace Plugins1
{
/// <summary>
/// Base class for all plug-in classes.
/// </summary>
public abstract class PluginBase : IPlugin
{
/// <summary>
/// Plug-in context object.
/// </summary>
protected class LocalPluginContext
{
[System.Diagnostics.CodeAnalysis.SuppressMessage("Microsoft.Performance", "CA1811:AvoidUncalledPrivateCode", Justification = "LocalPluginContext")]
internal IServiceProvider ServiceProvider { get; private set; }
/// <summary>
/// The Microsoft Dynamics 365 organization service.
/// </summary>
[System.Diagnostics.CodeAnalysis.SuppressMessage("Microsoft.Performance", "CA1811:AvoidUncalledPrivateCode", Justification = "LocalPluginContext")]
internal IOrganizationService OrganizationService { get; private set; }
/// <summary>
/// IPluginExecutionContext contains information that describes the run-time environment in which the plug-in executes, information related to the execution pipeline, and entity business information.
/// </summary>
internal IPluginExecutionContext PluginExecutionContext { get; private set; }
/// <summary>
/// Synchronous registered plug-ins can post the execution context to the Microsoft Azure Service Bus. <br/>
/// It is through this notification service that synchronous plug-ins can send brokered messages to the Microsoft Azure Service Bus.
/// </summary>
internal IServiceEndpointNotificationService NotificationService { get; private set; }
/// <summary>
/// Provides logging run-time trace information for plug-ins.
/// </summary>
internal ITracingService TracingService { get; private set; }
private LocalPluginContext() { }
/// <summary>
/// Helper object that stores the services available in this plug-in.
/// </summary>
/// <param name="serviceProvider"></param>
internal LocalPluginContext(IServiceProvider serviceProvider)
{
if (serviceProvider == null)
{
throw new InvalidPluginExecutionException("serviceProvider");
}
// Obtain the execution context service from the service provider.
PluginExecutionContext = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
// Obtain the tracing service from the service provider.
TracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Get the notification service from the service provider.
NotificationService = (IServiceEndpointNotificationService)serviceProvider.GetService(typeof(IServiceEndpointNotificationService));
// Obtain the organization factory service from the service provider.
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
// Use the factory to generate the organization service.
OrganizationService = factory.CreateOrganizationService(PluginExecutionContext.UserId);
}
/// <summary>
/// Writes a trace message to the CRM trace log.
/// </summary>
/// <param name="message">Message name to trace.</param>
internal void Trace(string message)
{
if (string.IsNullOrWhiteSpace(message) || TracingService == null)
{
return;
}
if (PluginExecutionContext == null)
{
TracingService.Trace(message);
}
else
{
TracingService.Trace(
"{0}, Correlation Id: {1}, Initiating User: {2}",
message,
PluginExecutionContext.CorrelationId,
PluginExecutionContext.InitiatingUserId);
}
}
}
/// <summary>
/// Gets or sets the name of the child class.
/// </summary>
/// <value>The name of the child class.</value>
[System.Diagnostics.CodeAnalysis.SuppressMessage("Microsoft.Performance", "CA1811:AvoidUncalledPrivateCode", Justification = "PluginBase")]
protected string ChildClassName { get; private set; }
/// <summary>
/// Initializes a new instance of the <see cref="PluginBase"/> class.
/// </summary>
/// <param name="childClassName">The <see cref=" cred="Type"/> of the derived class.</param>
[System.Diagnostics.CodeAnalysis.SuppressMessage("Microsoft.Performance", "CA1811:AvoidUncalledPrivateCode", Justification = "PluginBase")]
internal PluginBase(Type childClassName)
{
ChildClassName = childClassName.ToString();
}
/// <summary>
/// Main entry point for he business logic that the plug-in is to execute.
/// </summary>
/// <param name="serviceProvider">The service provider.</param>
/// <remarks>
/// For improved performance, Microsoft Dynamics 365 caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
[System.Diagnostics.CodeAnalysis.SuppressMessage("Microsoft.Globalization", "CA1303:Do not pass literals as localized parameters", MessageId = "CrmVSSolution411.NewProj.PluginBase+LocalPluginContext.Trace(System.String)", Justification = "Execute")]
public void Execute(IServiceProvider serviceProvider)
{
if (serviceProvider == null)
{
throw new InvalidPluginExecutionException("serviceProvider");
}
// Construct the local plug-in context.
LocalPluginContext localcontext = new LocalPluginContext(serviceProvider);
localcontext.Trace(string.Format(CultureInfo.InvariantCulture, "Entered {0}.Execute()", this.ChildClassName));
try
{
// Invoke the custom implementation
ExecuteCrmPlugin(localcontext);
// now exit - if the derived plug-in has incorrectly registered overlapping event registrations,
// guard against multiple executions.
return;
}
catch (FaultException<OrganizationServiceFault> e)
{
localcontext.Trace(string.Format(CultureInfo.InvariantCulture, "Exception: {0}", e.ToString()));
// Handle the exception.
throw new InvalidPluginExecutionException("OrganizationServiceFault", e);
}
finally
{
localcontext.Trace(string.Format(CultureInfo.InvariantCulture, "Exiting {0}.Execute()", this.ChildClassName));
}
}
/// <summary>
/// Placeholder for a custom plug-in implementation.
/// </summary>
/// <param name="localcontext">Context for the current plug-in.</param>
protected virtual void ExecuteCrmPlugin(LocalPluginContext localcontext)
{
// Do nothing.
}
}
}
Hello,
I have a little problem with our online D365.
I see in Organization Insights the the AuditBase is about 27 GB and I see that the active audit log is about 7 GB.
Is the AuditBase table something diffrent than the active audit log table?
Can I shrink this AuditBase tablke somewhere?
Kind regards,
Arie