Quantcast
Viewing all 79901 articles
Browse latest View live

How to track users location?

Hi all, I am using Microsoft Dynamics 365 CRM Field Service. I want to track my technicians location time period when he/she change its location. Is it possible by using Microsoft Dynamics 365 CRM Field Service?

If yes, than How?

Thank you

Regards,

AW


Display a error message when adding same product already present in opportunity product subgrid in opportunity form.

Hello,

I am looking to write a plugin which will display a error message when one adds a product that is already present in opportunity product subgrid in opportunity form. It should restrict adding similar product. Any help is much appreciated. Thanks.

how can I add email template in workflow in two languages.

I have to use two languages in CRM . I have created my email template in English and added it to my workflow. I have also created the same Email template in German which I need to add it to the same workflow ,how can I achieve this ..

thanks

How to get OAuthClientId, OAuthClientSecret, OAuthAccessToken from dynamics 365 trial?

Hello,

I need below values 

  • OAuthClientId
  • OAuthClientSecret
  • OAuthAccessToken

to connect dynamics 365 with some third party application.

where can I get above values?

Thanks,

Ashish

Getting error on Production environment : -2147220970

HI,

I have registered a Plugin assembly which has some basic functionalities(Even catch exception of plugin is not showing neither any thrown exception). All things are working fine at UAT and Development environment but when I registered the same plugin on the Production environment I am getting below error:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: An unexpected error occurred.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>An unexpected error occurred.</Message>
<Timestamp>2017-08-16T09:30:36.615997Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>

Retrieve Lookup text value when create record

Quick question,

I want to get lookup text value in my plugin, the plugin trigger on "Create" Message. Usually i use this code to get lookup text value:

string lookup_text = string.Empty;
lookup_text = ((EntityReference)ent.Attributes["new_lookupid"]).Name;


But i check the value through InvalidPluginExecutionException, the "lookup_text" return null, this mean my code above are not working when fire plugin on Create event.

Any workaround ?

Microsoft Dynamic CRM Preparation 2015

CRM Plugin Versions Reverting to Older Versions

Hello all,

This might seem a bit strange, but we have CRM 2016 environment, and on our production server, every morning, some of plugins are being reverted to older versions and that is creating problems for users. Has anybody ever had similar problems with plugins, and if yes, can it be fixed? Only thing that I have found is this blog post about IIS Ping settings, but this is connected to debugging and Visual Studio: https://community.dynamics.com/crm/b/pabloperalta/archive/2010/12/06/avoid-being-shutting-down-the-process-while-debugging-dynamics-crm-plugins .

Our programmers couldnt find the reason, why this could be happening.

Any help would be appreciated,

Rihards


Can't Publish a Survey - Voice of the Customer

Hi,

We're testing out Voice of the Customer. I've given a standard user all of the Voice of the Customer security roles: Survey Administrator, Survey Designer, Survey Feedback Publisher, Survey Service, Survey User. They can create a survey and update it, However when they try to Publish the survey they get a Business Process Error. Log file below.  If I give the user System Administrator privileges, they can Publish the survey with no error.

The issue relates to: type=8) is missing prvReadmsdyn_azuredeployment privilege. Can anyone advise what this relates to? We're on CRM Online v8.1

Thanks in advance,

Agnes

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Principal user (Id=f88a8daa-5b51-e511-b49e-d89d67637d70, type=8) is missing prvReadmsdyn_azuredeployment privilege (Id=5f7da8fa-7f38-4aeb-a4d6-3eae5099551e) (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
  <ActivityId>def94a37-3d14-46f2-8f84-667f964e98fd</ActivityId>
  <ErrorCode>-2147220891</ErrorCode>
  <ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic">
    <KeyValuePairOfstringanyType>
      <d2p1:key>OperationStatus</d2p1:key>
      <d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">0</d2p1:value>
    </KeyValuePairOfstringanyType>
    <KeyValuePairOfstringanyType>
      <d2p1:key>SubErrorCode</d2p1:key>
      <d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">-2146233088</d2p1:value>
    </KeyValuePairOfstringanyType>
  </ErrorDetails>
  <Message>System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Principal user (Id=f88a8daa-5b51-e511-b49e-d89d67637d70, type=8) is missing prvReadmsdyn_azuredeployment privilege (Id=5f7da8fa-7f38-4aeb-a4d6-3eae5099551e) (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).</Message>
  <Timestamp>2017-08-16T09:57:38.4184469Z</Timestamp>
  <ExceptionRetriable>false</ExceptionRetriable>
  <ExceptionSource i:nil="true" />
  <InnerFault i:nil="true" />
  <OriginalException i:nil="true" />
  <TraceText>

[Microsoft.Crm.Surveys.Plugins.Merged: Microsoft.Crm.Surveys.Plugins.SurveyPublish]
[7d6371a2-6f97-e111-987f-00155d230e08: Microsoft.Crm.Surveys.Plugins.SurveyPublish: Update of msdyn_survey]
Diagnostic code:0
Diagnostic code:10
Diagnostic code:20
Exception: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Principal user (Id=f88a8daa-5b51-e511-b49e-d89d67637d70, type=8) is missing prvReadmsdyn_azuredeployment privilege (Id=5f7da8fa-7f38-4aeb-a4d6-3eae5099551e) (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).

</TraceText>
</OrganizationServiceFault>

Automatic Branching in process flow

This is the latest version of Dynamics 365 Online.

I have a BPF that has a conditional branch but it is only switching the stage when the opportunity record is closed and reopened. I thought it would happen automatically.

The criteria for the condition is set by calculations in business rules which appears to be the issue. It's updating the field value correctly but not switching the next stage.

How have others handled this? Is there some javascript I can use on change of the criteria field that triggers the BPF to check the stages?

Thanks,

Chris

UI to reorder list items in an HTML web resource

A business user has requested some new UI functionality in an account form that allows them to "drag and reorder" a list of related child custom entity rows and have this reordering persist against the list of records upon form save. I am more of a CRM customizer using whats there OOTB than CRM developer but I am guessing the list would be fetched into an array under a web resource HTML page and javascript/jquery would handle this along with the reordering.

If we create an integer/wholenumber 'order' attribute under the custom entity, would it be architecturally possible to fetch the related records and initially display under this stored order, then allow the subsquent user interactiion 'draging' items to change the order in the array and then save it back to to the list of records?

Just wanting to know if I'm way off course or whether there is something similar out there that could get me started.

Field value not picking in create plugin

Hi Friends, 

I have a plugin on create written on a opportuninty form .

In that I have fields  AnnualValue  and AnnualValue_base of currency types. AnualValue_base is set to type USD dollar because default set of currency .
In form AnnualValue_base is hidden and user can enter Amount in Annual Value by selecting any currency type.

I have requirement is that user enter the value in AnnualValue and after some logic it should take value from AnnualValue_base  and set it another field Revenue.

e.g

Annual value - 100   -- user enter the value in form 

Currency type- Euro  -- -- user enter the value in form 

Annual Value_base($) - 117  -- Hidden(117 is setting by default)

Revenue  =  Annual Value_base($) * (some logic value)

ie = Revenue = 117 * 10 =  $1170

But In plugin I am getting error at 

Money AnnualVal = (Money)(entity.Attributes["annualvalue_base"]);  //

//****************************************************************************************************************

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Text.RegularExpressions;
using Microsoft.Xrm.Sdk;
using System.ServiceModel;
using System.Runtime.Serialization;

namespace OnCreateCalculatesRevenue
{
public class CreateCalculatedRevenue:IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
//throw new NotImplementedException();

//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
if (context.Depth > 1) { return; }
Entity entity = (Entity)context.InputParameters["Target"];
try
{

Money AnnualVal = (Money)(entity.Attributes["annualvalue_base"]);
decimal AnnualValue = AnnualVal.Value;

// some logic 

  decimal rev = AnnualValue  * 100 * 12 ;

// some logic end 


entity.Attributes["revenue1"] = rev ;
IOrganizationServiceFactory servicefactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = servicefactory.CreateOrganizationService(context.UserId);
}
}
catch (FaultException<OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred -in.", ex);
}


}

//****************************************************************************************************************

 

How to one entity field and multiply with other entity field and result will display another entity?

suppose entity is: x

field is x1 --this value need to update

field is x2---this value fetch to 2nd entity

second entity is: y

field is x2----using this we fetch data

field is y1= data type option set 

field is y2= data type option set

field is y3= single line text() (multiply with x1*y3)

result will show entity : z

field is Z3

Troubles with 2015 -> 2016 On-Premise Migration

Hi all,

I’m trying to migrate CRM 2015 to CRM 2016 at customer, both on-premise versions, but I’m failing when importing the org. I spent couple of days on this already, but wasn’t able to find the answer to my problem, that’s why I’m trying here.

The configuration of the servers is following:

CRM 2015

Full server v. 7.0.2.53 (CRM server 2015 Update 0.2) w/ E-mail Router, w/o Claim-Based Auth and IFD, no HTTPS

Separate SQL Server (2014 SP2)

Separate Report Server

 

CRM 2016

Full server v. 8.1.0.359 (CRM server 2016 Service Pack 1) w/o E-mail Router (we plan to use Server Side Sync), w/ Claim-Based Auth and IFD, HTTPS

Separate SQL Server (2014 SP2)

Separate Report Server

In terms of the migration itself, these are the steps I’ve taken:

  • Full DB backup

  • DB Restore

  • Run Import Wizard on 2016 server (user used is CRM admin which was used to install 2016 Server, it doesn’t exist in the old organization)

Here is where it gets interesting. At the end of the wizard, I get some warnings, which seem to be fixed by the wizard, like missing foreign keys or indexes

One strange thing I noticed just before the import is Organization base currency in the summary:

Image may be NSFW.
Clik here to view.

This import fails with the following error, org ID being from CRM 2015.

Image may be NSFW.
Clik here to view.

And the result in Deployment Manager

Image may be NSFW.
Clik here to view.

 

When I delete the organization from Deployment Manager and go through the process again, the organization actually gets imported, but it’s still not updated. The update fails however, log file excerpt is below.

'4766155a-9924-e111-897a-00155d01920a' = NEW ORG

'1c5b3197-5c94-e611-80fb-005056954ef2' = OLD ORG

10:10:43|Verbose| Current Role = (Id: 0c5afc69-9924-e111-897a-00155d01920a, Name: Customer Service Representative)

10:10:43|Verbose| Error occurred: Unhandled Exception: Microsoft.Crm.CrmSecurityException: Not enough privilege to access the Microsoft Dynamics CRM object or perform the requested operation. The current Organizationid '4766155a-9924-e111-897a-00155d01920a' does not match with userOrTeam's organization id '1c5b3197-5c94-e611-80fb-005056954ef2'.

Even though I see in the Deployment manager that the organization is enable, I’m not able to login and get only “An error has occurred.” Event log only shows warning from the time of attempted login.

Does anyone have any ideas? Thank you in advance.

Secure Connectivity between Dynamics 365 (online) and Exchange Server (on-premises)

Hi,

Looking at secure communication between Dynamics 365 and Exchange 2013 On-premise.

Per MSDN document https://msdn.microsoft.com/library/office/dn626019(v=exchg.150).aspx

Exchange provides the following authentication options for you to choose from:

  • OAuth

  •  2.0 (Exchange Online only)

  • NTLM (Exchange on-premises only)

  • Basic (no longer recommended)



    I have Dynamics 365 Online (Cloud) and Exchange server 2013 Server (On-premise) need to integrate with Service Side Sync.

        How I can establish secure authentication in "Hybrid configuration" ?

Please advice

Thanks in advance

Avinash S


hidden Fields not triggering the workflow

Hello All,

I have real time workflow in my  CRM 2013 , when a hiddenfield is updated using Javascript , worlflow is based on onchange of hiddenfield.

I can see the value changed on hidden field when it is in unhide mode but it is not even displayed in audit history.

Xrm.Page.getAttribute('hiddenIshandled').setValue('Yes');
Xrm.Page.getAttribute('hiddenIshandled').setSubmitMode('always');
Xrm.Page.data.entity.save();
Xrm.Page.data.refresh(true);

get linkedin user profile data using Linkedin Sales Navigator

Hi Team

need small information about linkedin sales navigator

I have installed linkedin Sales navigator widget and i could view linkedin data(in iframe which has come along with solution).

I need to know if there is any wayto map linkedin data such as company name, previous company name(if any), designation, location etc to custom fields of contact. Please suggest

Multiple resources for a booking

Hi all,

I need multiple resources for a booking but OOTB functionality give us only one resource for one booking. Is there anyway to have multiple resources for a booking?

Thank you

Regards,

AW

Removing components from Managed Solutions in client environment - Dynamics365 Onprem

Hi All,

I am trying to remove components from managed solutions which is in client environment. 

I am following the steps mentioned in below link.

http://dynamicscrmcoe.com/crm-2016-remove-components-from-managed-solution/

I have used same steps for Dev to QA environment. It was working fine. 

But now, When i perform solution upgrade in UAT environment. End of solution upgrade it shows SQL error but solution version got increased as mentioned in updated solution.

   > Additional components got added in updated solutions.

   > Deletion of components doesn't reflect in updated solutions.

SQL Error :

Image may be NSFW.
Clik here to view.

SQL Error - Downloaded Log File

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Generic SQL error.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>d151532a-0662-4db7-9f2b-996296949f3b</ActivityId>
<ErrorCode>-2147204784</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>Generic SQL error.</Message>
<Timestamp>2017-08-16T11:40:06.7160878Z</Timestamp>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>

What could be the reason for this behavior (Addition is happening & Deletion is not happening in solution upgrade)  ???? Can you please let me know the way to delete components from managed solutions successfully ??? 

Note : I have checked the stage for upgrade as well while importing solutions.

 

Thanks in advance!!

Regards,

Swathi J

Sending emails to unregistered users

Hello,I have a requirement to send email to an unregistered user in CRM.Is there a possible solution?

Thanks for any help.

Viewing all 79901 articles
Browse latest View live


<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>