Not able to retrieve party id in Fetch xml.
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How to fetch party id in Fetch XML for SSRS Report.
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Export Audit Summary Report to Excel in MS CRM
Here's to the folks who have been finding ways to export audit summary report from CRM.
Apart from AuditExportManager tool in SDK and SSRS report , there is an another way through which you can pull out Audit report as excel.
Steps to be followed :
1.Go to CRM Server
2.Open SQL ->Connect to the respective database server and write the foll.query to retrieve the CRM users with Last Logon date
//--------Query---------//
select MAX(a.CreatedOn) as lastlogon, UserIDName
from Audit a
group by UserIdName
order by lastlogon desc
3.Execute the query and in Results tab below, in top left corner of results ,right click and save the results as "CSV file" .
4.Now CSV version of report is ready, Open and in excel ->DataTab -> Data tools group-> Text to Columns -> Delimiter and Choose txt.file (later you can change to ".xlsx" format by renaming) . Highlighted tabs below.
5.Audit Report can now be viewed in Excel format with quick steps .
Note: Query can be modified based on requirement .
Regards,
Logeshwari
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Problems with Knowledge Articles form in Engagement Hub (Interactive)
I am currently working on test solution in our sandpit (Dynamics 365) to potentially switch over our support center to the Engagement Hub for Cases, Activities, Queues and Knowledge Articles.
I have almost finished customising the Knowledge Article form (Interactive) - I needed to move the 'Content' field to another tab on the form. I deleted it from the form layout, thinking I'd simply just be able to drag it into the spot on the new tab. But when I went to do it - Content is not in the list of available fields, nor those that are unavailable.
The Content field is / was a text box with rich text formatting (bold/italics/size/font options), and without those options, I wont be able to draw up Table of Contents in a meaningful way.
'Content' is still listed as a field in the entity - I've added it to my solution to see if the was anything that could be stopping it from appearing, but have come up blank.
If someone could please point what I'm doing wrong - or perhaps tell me how to create my own rich text field without installing an add-on - it would be great. I've working customising the Case form, business process and Knowledge Article form for nearly 7 days, and it will be a real slap in the face if I can't finish it because a field seems to have gone missing.
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CRM 2016 8.1 on-premise - Click Dimensions sandbox plugin error
Hi All,
Has anyone got Click Dimensions plugins work in Sandbox mode on an on-premise setup? Please comment if the answer is yes and if there was anything special you had to do to achieve that.
we are using CRM 2016 8.1 on-premise and installed Click Dimensions solution. Their plugins are registered under sandbox mode and one of them generates following error when triggered on a new record creation of their custom entity. It works fine if registered under no isolation mode.
I can replicate the error by using System.Diagnostics.Trace.TraceError class in my own custom plugin and registering it in sandbox mode. Click Dims support team claims its an environment issue but I am wondering if System.Diagnostics.Trace class can even be used when code is not executing in full trust.
Sandbox service seems to have all the permission it needs as per MS recommendation. Also we have Front End and Back End roles installed on separate servers.
ERROR:
System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Error in Domain plugin, Request for the permission of type 'System.Security.Permissions.SecurityPermission, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089' failed.Message:Request for the permission of type 'System.Security.Permissions.SecurityPermission, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089' failed.Stack: at System.Security.CodeAccessSecurityEngine.Check(Object demand, StackCrawlMark& stackMark, Boolean isPermSet)
at System.Security.CodeAccessPermission.Demand()
at System.Diagnostics.ListenerElementsCollection.GetRuntimeObject()
at System.Diagnostics.TraceInternal.get_Listeners()
at System.Diagnostics.TraceInternal.TraceEvent(TraceEventType eventType, Int32 id, String format, Object[] args)
at ClickDimensions.Crm.MsCrm2011Plugins.Common.ExecuteWithRetry[T](Func`1 action)
Thanks,Amit
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Sample code or relationship for case to contact.
can anyone help me in getting the case record registered against a contact or customer.
i need to know relationship between case and contact , what will be the best approach to achieve this.
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Mobile Ms CRM
How to Hide "+" button for Subgrid view in mobile. in browser it is working fine, but in mobile i can see the "+" button. is there any supported way to hide "+" in mobile as well.
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Atom TechSoft OST corruption issues
Download Atom TechSoft ost file recovery and conversion software for resolution of all kind of ost file issues like as ost corruption,deletion,conversion,etc .
For more go here and get best solution :- http://www.atomtechsoft.com/outlookosttopst.html
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Send Encrypted Email From Dynamics CRM
Hi All,
How can we send encrypted email from Microsoft Dynamics CRM Online?
Please suggest any good solution.
Thanks!
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Where to register "addOnRecordSelect" in subgrid
Hello,
we have a subgrid on a form and we want to do some things after a user selected a sub grid record (not opended it, just marked the record/line).
I found some very poor information about the event "addOnRecordSelect" but no useful example. Can someone please give me any info on where and how to register the event?
Thank you!
Kind regards
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The type initializer for 'System.ServiceModel.Diagnostics.TraceUtility' threw an exception.
hi everyone,
i have the following code , in which i am trying to connect to crm and get all active cases
i also try with fetchxml but it throwing tha above error. any help will be appriciated. thanks
here is my code
static void Main(string[] args)
{
using (var service = Class1.GetCRMService())
{
if (service!=null)
{
QueryExpression queryactive = new QueryExpression
{
EntityName = "systemuser",
ColumnSet = { AllColumns = true },
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "systemuserid",
Operator = ConditionOperator.Equal,
Values = {currentDate}
}
}
}
};
EntityCollection accountRecord = service.RetrieveMultiple(queryactive);
}
var fetchXmlLoggedUserInTeam = @"
<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>
<entity name='systemuser'>
<attribute name='systemuserid' />
<link-entity name='teammembership' from='systemuserid' to='systemuserid' visible='false' intersect='true'>
<link-entity name='team' from='teamid' to='teamid' alias='ac'>
<filter type='and'>
<condition attribute='teamid' value='{D6AE0AAB-D60A-E711-9401-0050569B1EE7}' uitype='team' uiname='Tier-1 Helpline Email' operator='eq'/>
</filter>
</link-entity>
</link-entity>
</entity>
</fetch>";
//EntityCollection accountRecord = service.RetrieveMultiple(fetchXmlLoggedUserInTeam);
//var totalModeified = service.RetrieveMultiple(fetchXmlLoggedUserInTeam);
//var users = service.RetrieveMultiple(new FetchExpression(string.Format(
// fetchXmlLoggedUserInTeam,
// teamEntityReference.Id))).Entities;
}
}
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Create an action to call a custom javascript.
Hello All Experts,
I need to know about creation of action for a custom button placed on a form.
Button has some code using JavaScript behind it.
I need step by step approach, I am new in creating action.
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How to programmatically (using SDK) add Sales Team member in Opportunity record?
Hello,
I have private access to opportunity records (only owner can see their own records), However I need to share some opportunity record among the multiple Users, For that I am using Sales Team (Access team) feature provided by dynamics 365. but I want to add Sales Team member programmatically in Opportunity record via SDK. But I couldn't find out some way to do it.
Any one has solution for it?
Regards,
Ashish
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Dynamics CRM Online Connection to Oracle Database (System.Security.SecurityException )
Hi Dev,
I've looked around everywhere on internet to see how can I connect Dynamics CRM Online to the Oracle Database. I used MSBuild ILMerge to merge Oracle.DataAccess class to dynamics CRM online. But it throws following exception System.Security.SecurityException. This is due to call to database has been made from Dynamics CRM Online, someone suggest on one of the blogs to create own WCF wrapper but didn't mention how.
Please share your views on this
I can share my code too.
Many Thanks
Jibran
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Linking between Dynamics 365 and Sql Server - post MS Access 2016 Linking
Microsoft has now announced that you can link between MS Access 2016 and Dynamics 365 - Great!
But what we need is a way to Link between a SQL Server Database (ours is currently 2008R2) and Dynamics 365.
Jumping the business in full to Dynamics 365 is a ideal goal, but it is just too far to jump, it needs to be done over a number of months or even years. Making Dynamics 365 the primary location for customer data is a starting point, but systems elsewhere need to rely on data from SQL Server. I know Access 2016 could bridge the gap, using data from both sources, but the processing power of SQL Server, is required for a large amount of processing.
Other external data sources are in the process of coming on board (onto our on premise SQL Server), I suppose the final goal might be a Dynamics 365 platform supported by Azure SQL Server for the items which can not be configured in Dynamics 365, although the people who supply my external data, do not have any idea how this would work in Azure.
First goal is to link Dynamics with SQL Server.
Has Microsoft updated this or do they intend to update this, due to the MS Access linking.
Many thanks.
David Stone
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[Field Service - CRM 365]. How to calculate Unit Cost
Dear Pros,
Can you explain for me, how and where to setup Unit Cost ??
Thank you from the bottom of my heart for your help !
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View Change
I want to change my subgrid view according to my option set value plzzz help.....
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Decimal place precision, how can I change this globally? 0.0000000000
The currency and time decimal place precision is set to 10 places by default, on every form page.
I have seen posts that give instruction on how to change these to lets say 2 places, on certain forms, but that method only changes it on that particular said form.
My Question: Is the there a place to change this globally, so no matter where I go, project tasks, Gantt charts etc. that it would be changed for all of them to show two (0.00) places as opposed to ten (0.0000000000) places?
Below is a snapshot taken from my Gantt.
I am running the latest release of CRM online
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The reports area of dynamics crm 2015 does not open on IE 11
Hi
My client is having problem trying to access report area to view reports using IE11. On Firefox they can view it but not IE11. and they are required to use IE11 as their default browser
Anyone who can help urgently please.
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how to get no of cases owned by users of team.
hi every one ,
i want to get no of cases owned by each user in crm , if it is possible in query expression or fetchxml. any help will be appriciated.
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Authorize WebApp to ADFS in order to access Dynamics CRM Web API
I have a web application that needs to speak with Dynamic CRM 365 Web API. The Dynamic CRM is configured as a Relying Party on ADFS. The server is Windows Server 2016 and everything is on premise and not on Azure.
What i did to acquire a valid token are the following:
1) In ADFS went to Application Groups and add an new Server Application, took the ClientID and also generate a Client Secret for my web application.
2) Add new new user in Active Directory the webAppUser
3) Add this user as an Application User in Dynamics CRM with Application ID the ClientID i got earlier when i registered my web app to ADFS. Also created a new Role with full permissions on Entity Account and assign this role to this Application User
4) I'm using the below code to retrieve a bearer token and add it to my HttpClient Authorization header.
public class CrmWebApiClient
{
private HttpClient _httpClient;
public CrmWebApiClient()
{
_httpClient = new HttpClient();
_httpClient.BaseAddress = new Uri("https://crmbaseaddress.com");
}
internal async Task Initialize()
{
try
{
var authority = "https://adfsServerUrl/adfs/";
var authContext = new AuthenticationContext(authority,false);
var credentials = new ClientCredential(clientID,clientSecret);
var authResult = await authContext.AcquireTokenAsync("https://crmbaseaddress.com", credentials);
_httpClient.DefaultRequestHeaders.Authorization =
new AuthenticationHeaderValue("Bearer", authResult.AccessToken);
}
catch (Exception ex)
{
var error = ex;
}
}
internal async Task<string> GetValuesAsync()
{
var result = string.Empty;
try
{
result = await _httpClient.GetStringAsync("api/data/v8.1/accounts");
}
catch (Exception ex)
{
var error = ex;
}
return result;
}
}
5) I manage to get a token but when i call the CRM's Web Api i still get 401 Unauthorized.
Can you please help me? Am i on the right path? Should i do anything more?
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