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Using 3rd party dll (itextsharp) in a custom workflow in Dynamics 365 Online

August 16, 2017, 10:49 am
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I'm trying to use iTextSharp in a custom workflow for Dynamics 365.

I'm using ilmerge to merge my workflow dll with the itextsharp dll.

The merged dll is generated and  uploaded to CRM using Plugin Registration tool, however, when I ran the workflow I get: 

Unhandled Exception: Microsoft.Crm.CrmException: System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #0406AF5A
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)

I was under the understanding that merging the iTextSharp dll was the way to go in CRM Online. Is there something I might be missing?

Or is it not even possible to use itextsharp on online?

Any help/tip is appreciated. 

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javascript set selected optionset value

August 16, 2017, 11:14 am
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Hi, how can we set selected optionset value through javascript. For example, I have two optionsets: optionsetA, optionsetB, the selected value in optionsetB should be based on optionsetA. 

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Case description displaying HTML code from Outlook email

August 16, 2017, 1:14 pm
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When a new case is created in crm and the case description is populated via outlook email the HTML tags are not stripped. The case description is basically unreadable with all of the HTML tags present. I have tried every onload script from every ancient thread online and I cannot get the HTML tags to be removed. I have CRM Dynamics 365 (8.2.1.341)

Anyone that has any updated input on this issue would be greatly appreciated. 

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CRM Mobile - Filter a lookup field

August 16, 2017, 1:20 pm
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I'm trying to adapt our current CRM 365 environment to work on mobile, but there are some issues. One of them is that lookup fields using views are not being filtered. Looking into it, I discovered that, in CRM mobile, views can't be used to filter lookup fields. I've been able to fix some of them (mostly language dropdowns) by using custom filters in pre search handlers with ".addCustomFilter". The problem with those is that they can't use conditions for related entities. So, the other option is to use custom views created with ".addCustomView", but this would go back to the original issue that views can't filter lookup fields in CRM Mobile. We are using CRM 365 version 8.2.

Is there any way to filter the lookup fields with conditions based on related entity in CRM Mobile ?

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remove sales tile

August 16, 2017, 2:39 pm
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Hi

there is a way to remove this tile from Dynamics Home?

Thanks

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Cannot edit Email if using Google Chrome

August 16, 2017, 4:34 pm
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Hi

Since yesterday we can no longer Edit draft emails from workflows before sending. Does anyone know a solution for this (other than using a different browser)?

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Assign opportunity record based on the field value

August 16, 2017, 6:11 pm
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Hello Guys!

I have the following requirement::

I need to create a new security role. This security role should have the ability to assign the native opportunity entity record to anyone. However, there is a catch. There is a field in the opportunity record. Lets call it type and it has values A, B, C. You need to specify(business required) the type when you create a new opportunity record. 
So , if the opportunity record is of say Type A, he should be able to assign the records to anyone. If it is not A, he should not be able to assign. 

Another important factor is , the owner of the opportunity record will be different. So basically, only one user can create an opportunity record of type A. So the actual owner of the opportunity record and the person attempting to assign the opportunity record to someone else will always be different. 

Any suggestions on how to implement this? Preferably a non-code based solution.

Thanks!

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Lookup Field value

August 16, 2017, 8:48 pm
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Hi All, 

   In account form we added a lookup called state, the state has name & code which can be seen in lookup for ex. state name Alabama & code is AL

, now our requirement is when we select "Alabama" AL should be displayed in Lookup attribute.  now Alabama is Displaying in state attribute as below.

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Lookup Field Attribute

August 16, 2017, 8:53 pm
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Hi All, 

   In account form we added a lookup called state, the state has name & code which can be seen in lookup for ex. state name Alabama & code is AL

, now our requirement is when we select "Alabama" AL should be displayed in Lookup attribute.  now Alabama is Displaying in state attribute as below.

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Dynamics CRM Option Set Values for cases to Labels in Power BI

August 16, 2017, 9:05 pm
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Hi all

I'm trying to map a few new option set fields that I've created in the Case (Incident) entity to Power BI. I've queried the data into Power BI and noted that all my option sets reference back to the code instead of the actual label and I'm looking for a source path to download those option set data columns so that I can merge them with the main case entity table in Power BI.

I saw this article:

community.dynamics.com/.../map-dynamics-crm-option-set-values-into-labels-in-power-bi

using the old API but when I pulled the data source, it didn't include any of the case management option set fields I've created. Can someone tell me the source path to pull that data?

Mike

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What's the best way to collect all types of activities in one custom entity

August 16, 2017, 9:31 pm
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I have a custom entity that I use to collect all activities, emails, phone calls, appointments, tasks, letters.  I had put together some workflows that would capture these various activities when a specific fields would change.  To be precise, I have a option set named "Activity Code" and an option set named "Result Code".  My custom entity will collect any record that contains data in one of these fields or both.  I was able to accomplish the phone calls, appointments, tasks, and letters, but the email I am having quite a struggle with.  The trick is to be able to come back  to the record if the email was updated.  I had a system in place where I would gather the GUID of the email and copy it to the custom entity record, but that's about it.  How can I implement the ability to update the email if the custom entity record was modified and how to update the custom entity record if the email was modified. 

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Getting exception "Inheritance security rules violated by type: 'Microsoft.Xrm.Sdk.Workflow.Designers.WorkflowDesigner" on any plugin call.

August 16, 2017, 10:05 pm
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Hi,

I am facing exception on any plugin execution, and the behavior is random and very less time its working properly.

I have restored CRM instance but no luck, i have done some research for the share point integration and for that i have applied some try and error(registered DLL using ILMerge tool) due to that reason i am facing this issue.

Note : everything working proper before i have done above changes.

Please check below error and stack trace.

Error : Inheritance security rules violated by type: 'Microsoft.Xrm.Sdk.Workflow.Designers.WorkflowDesigner'. Derived types must either match the security accessibility of the base type or be less accessible.

Stack Trace : 

at System.Reflection.RuntimeAssembly.GetExportedTypes(RuntimeAssembly assembly, ObjectHandleOnStack retTypes)
at System.Reflection.RuntimeAssembly.GetExportedTypes()
at Microsoft.Xrm.Sdk.KnownTypesProvider.get_KnownOrganizationRequestResponseTypes()
at Microsoft.Xrm.Sdk.KnownTypesResolver.ResolveName(String typeName, String typeNamespace, Type declaredType, DataContractResolver knownTypeResolver)
at System.Runtime.Serialization.XmlObjectSerializerContext.ResolveDataContractFromDataContractResolver(XmlQualifiedName typeName, Type declaredType)
at System.Runtime.Serialization.XmlObjectSerializerContext.ResolveDataContractFromKnownTypes(String typeName, String typeNs, DataContract memberTypeContract, Type declaredType)
at System.Runtime.Serialization.XmlObjectSerializerContext.IsKnownType(DataContract dataContract, Dictionary`2 knownDataContracts, Type declaredType)
at System.Runtime.Serialization.KnownTypeDataContractResolver.TryResolveType(Type type, Type declaredType, DataContractResolver knownTypeResolver, XmlDictionaryString& typeName, XmlDictionaryString& typeNamespace)
at Microsoft.Xrm.Sdk.KnownTypesResolver.TryResolveType(Type type, Type declaredType, DataContractResolver knownTypeResolver, XmlDictionaryString& typeName, XmlDictionaryString& typeNamespace)
at System.Runtime.Serialization.XmlObjectSerializerWriteContext.ResolveType(Type objectType, Type declaredType, XmlDictionaryString& typeName, XmlDictionaryString& typeNamespace)
at System.Runtime.Serialization.XmlObjectSerializerWriteContext.WriteTypeInfo(XmlWriterDelegator writer, DataContract contract, DataContract declaredContract)
at System.Runtime.Serialization.XmlObjectSerializerWriteContext.SerializeWithXsiTypeAtTopLevel(DataContract dataContract, XmlWriterDelegator xmlWriter, Object obj, RuntimeTypeHandle originalDeclaredTypeHandle, Type graphType)
at System.Runtime.Serialization.DataContractSerializer.InternalWriteObjectContent(XmlWriterDelegator writer, Object graph, DataContractResolver dataContractResolver)
at System.Runtime.Serialization.DataContractSerializer.InternalWriteObject(XmlWriterDelegator writer, Object graph, DataContractResolver dataContractResolver)
at System.Runtime.Serialization.XmlObjectSerializer.WriteObjectHandleExceptions(XmlWriterDelegator writer, Object graph, DataContractResolver dataContractResolver)
at Microsoft.Crm.Sandbox.SandboxUtility.SerializeDataContract[T](T dataContract, Assembly proxyTypesAssembly)
at Microsoft.Crm.Sandbox.SandboxOrganizationServiceWrapper.ExecuteInternal(OrganizationRequest request)
at Microsoft.Crm.Sandbox.SandboxOrganizationServiceWrapper.RetrieveInternal(String entityName, Guid id, ColumnSet columnSet)
at Microsoft.Crm.Sandbox.SandboxOrganizationServiceWrapper.Retrieve(String entityName, Guid entityId, ColumnSet columnSet)
at LaurusIT._365Immo.Laurus.Plugins.Utility.GetSalesLeadById(IOrganizationService service, String sLeadId)
at LaurusIT._365Immo.Laurus.Plugins.MapAccountAndContactForSalesLead.Execute(IServiceProvider serviceProvider)

Please help me to solve it, i am stuck on this issue from last few days.

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Error on registering custom workflow activity

August 16, 2017, 10:12 pm
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Hi all,

I am getting below error when registering custom workflow activity dll using plugin registration tool:

System.NotSupportedException: An attempt was made to load an assembly from a network location which would have caused the assembly to be sandboxed in previous versions of the .NET Framework

What is wrong with me?

 

Thank you

 

Regards,

 

AW

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Hide buttons using CSS in Home page?

August 16, 2017, 10:17 pm
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Hu guys, 

 

I was wondering a better way of hiding the home page buttons in the Customer Self Service Portals for CRM. 

Is there a better way? 

Thanks

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Security Permissions

August 16, 2017, 11:03 pm
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I am looking to remove permissions from users so they cannot delete related items to contact.

See Below

The bin icon allows users to remove this item.

Can anybody advise me in how to remove the permissions for this or have done something similar?

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Any experience with "effective dated" records in Dynamics CRM?

August 16, 2017, 11:14 pm
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Hi dear reader,
I'm investigating the (im)possibilities of adding an "effective date" field to standard entities.

For instance, a customer will be moving in three months. I'd like to change the address to his new one immediately, but with an effective date over three months.
This would mean that the original record would not change, but a new one would be added with the new address with the effective date of today+3 months. When opening the account, it should show the record that's currently effective. The other ones should be searcheable in some way.

This is much like Peoplesoft handles its historical and future data and in some (custom) entities (of our on premise, Dynamics CRM 2016 installation) I'd like to start using a similar setup.

Any experiences with or thoughts about this?

Thanks for thinking along with me.
Regards,
Jeroen

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Accessing Case Queues

August 16, 2017, 11:30 pm
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Hello,

Can anyone suggest me how to pick Cases Queues in CRM?

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Instance Issue on Dynamics 365 CRM Online

August 17, 2017, 12:52 am
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We are using Dynamics 365 CRM online. One of my production instance which had tons of customization and data is showing a status 'Instance to configure' this morning. There is no way I can access my data/customizations.

Basically we have 3 instances; 2 production and 1 sandbox. 

Our sandbox instance was previously showing error message for which months back a support ticket was created with MS as well. but both the production instances were working fine till last night. 

Screenshot taken few months back;

this morning I can see that the error with Sandbox instance has been resolved but my production B instance shows as 'Instance to Configure'

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Website Field

August 17, 2017, 1:16 am
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Whats happened to the website field in Dynamics 365 online. It seems to be putting https in front of any URL's entered into this field which in turn is breaking all website links that do not use https Even if you go to an existing record which has a website address these links are also changed, not helpful in the slightest.

If a website uses https it will automatically go to that even if you went to www so I don't see the point of this change.

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How to extend the height of resulting Look-up

August 17, 2017, 1:18 am
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Hi,

We have a lookup field, the results from tha pop up in another browser window. However, it looks rather collapsed with a height of only 3 posts. The case is that the users need to thick off a lot of those, and therefore would for an increase in height. So to be able to see a list of, say, 20 instead of 3.  Is there any easy way to this?

Thanks

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