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Managing Multiple forms for 1 entity

January 3, 2018, 11:34 am
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Hey Everyone!

We are using CRM 2016 On Prem and we are considering using different forms on an entity for certain user roles, for example: For the Account entity, we potentially could have a master form, operational form, sales form and accounting form. Each of the forms will have a combination of the same fields and/or different fields. My questions/concerns are:

1. What is the best way to manage edits to the forms to be the most time productive?

A. If we add or change a field, will we have to make the same change to each individual form that is effected?

B. If we have business rules, can they be created independent of each form and/or will they also have to be changed/edited individually?

C. For the mobile app, how do multiple forms work?

D. How does multiple forms effect mappings to our ERP system? Would we have to count for each as well?

2. Would it be better to have 1 form and security on the form sections allowing certain users visibility? If yes, how does that also translate to the mobile app?

Any insight or advice regarding multiple forms is much appreciated! The benefit of having multiple forms to reduce unnecessary scrolling through irrelevant data, so they only see what is meaningful to them is great as well as the ability to have security around forms, however, I don't I want to have to spend lots of time managing them after the fact.

Sorry for all the questions, just want to fully understand the magnitude of the change before we go down the path. :)

Thanks!

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Can not connection to Dynamics 365 Trial instance using Plugin Registration Tool

January 3, 2018, 11:59 am
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I  am not able to connect to Dynamics 365 trial instance using Plugin registration tool or for the matter of fact, not able to connect to the D365 trial instance using any tool available in latest D365 SDKs.  Plugin registration is asking for credentials and when entered, it doesn’t do anything and connection window simply disappears.  I had made sure that user account have CRM sysadmin role, in fact in this case user is an Office 365 admin too.

Note:  this is only happening with 30 days latest Dynamics 365 trial version only,  I have other online CRM instances and am able to connect to them through same plugin registration tool using my company login id.

 

I have enabled Fiddler and found below error in logs: 

HTTP/1.1 200 Connection Established

FiddlerGateway: Direct

StartTime: 12:56:45.183

Connection: close

 fiddler.network.https> HTTPS handshake to xxxxxxxx.api.crm.dynamics.com (for #86) failed. System.IO.IOException Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host. < An existing connection was forcibly closed by the remote host

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Show Stages (Pipeline) by Team or Business Unit

January 3, 2018, 12:09 pm
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Is it possible to show the steps of the Sales Pipeline according to the Sales Team or Business Unit?

For example:

Sales Team A - Prospect -> Qualifing -> Developing -> Negotiate -> Close -> Post Sale

Sales Team B - Qualifing -> Developing -> Negotiate -> Close -> Post Sale

Sales Team B - Developing -> Negotiate -> Close -> Post Sale

I'm using Dynamics CRM 2016, if so, how can i do it ?
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Update a date field to the date where a field changed value

January 3, 2018, 2:10 pm
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Hello, 

I have a form that has 5 "option" fields that can take two different values (0 or 1).

Next to each of those 5 fields, I inserted 5 "date and time" fields. 

What I would like to do is that every time a user changes the value of the option field, lets say from 0 to 1, the date field automatically updates and takes the value of the date the modification was made. 

I have tried to do it trough calculated fields but nothing happens when I change the values on the options field. 

I would ber very thankfull for any kind of help. 

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Missing "Project-based Service" option when creating a product

January 3, 2018, 2:16 pm
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Hi there, 

I am unable to select "Project-based Service" as an option when attempting to add a "Project-based Lines" Opportunity Line to a Project Service Automation Opportunity. I've attached a screenshot showing the lack of option. What would cause this?

Thank you,

Gene

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Analytics Funnel Report.

January 3, 2018, 2:33 pm
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I entered an opportunity and selected Analytics as the community, but it’s not showing up in the “Analytics Funnel” report.

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Configuration Migration Tool and Unified Service Desk not cooperating

January 3, 2018, 3:16 pm
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We have been trying to use the Configuration Migration Tool to migrate our USD data from one CRM instance to another CRM instance.

We have experienced varying levels of failure. First, the tool was creating a bunch of duplicate records. Now, after clearing all data out of our target environment and trying a couple more times, it almost works but errors out when trying to create some many-to-many relationships. We have an error message like so (some ID's removed for brevity):

2:13 PM AddM2MRelationships - Result: False - Entity: msdyusd_agentscriptaction - Failed to Link N:N relationship associate between msdyusd_agentscriptaction (ID:2718c6b0-c198-e711-8107-c4346bdc92c1) and msdyusd_agentscriptaction (IDs: a5d4b135-4179-e711-8105-5065f38a9b91,d5561971-a1b2-e711-810b-5065f38a9b91,b794f3dc-7fb3-e711-810b-5065f38a9b91), Link Operation Failed with error : Duplicate Record Found for Entity: 10231 with ID: fa6a8927-0af0-e711-8113-5065f38b3291

It seems that a certain "msdyusd_agentscriptaction" (Action Call) entity is failing to create an N:N relationship with other entities of the same type, claiming "duplicate record found for entity" as if that relationship already exists. However, when I go into the CRM UI, these supposed related entities do not show up in the "related records" area of the page. My Unified Service Desk implementation is also not performing as intended because of this lack of relationship.

Has anyone seen this behavior before with the Configuration Migration Tool?

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Is there a document that outlines how to align new users to best practices on Dynamics CRM?

January 3, 2018, 4:43 pm
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Responsible for deploying CRM best practices across the organization to users. Would appreciate any direction on where to find docs.

Thanks.

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Rollup Fields Displaying Date When Updating

January 3, 2018, 5:07 pm
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Hello All,

I have a bunch of currency rollup field in my account page. But when I try to calculate the field. (Clicking the Refresh button to the right) I get a date filled in "Sat Jan 01 2000 00:00:00 GMT -0600"

Any Idea what is going on?

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Using Advanced Find or Report to get columns from two different entities

January 3, 2018, 7:17 pm
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Hi,

I like to inquire if it is possible to get columns from two different entities to export to excel, similar to SQL join function

Our current setup is as below.

Contact is used to store demographic information e.g. Name, Address, Postal Code

Donation is used for transaction records e.g. Name, Amount donated, Date of donation

Is it possible to use in built function, without programming to get a column with Name, Address, Postal Code and Amount donated?

or even better the total amount donated for each customer with their address?

I understand that report can do summation, but I am not able to get the address

Warm regards

Colin

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Change labels in a composite Address field - D365

January 3, 2018, 7:33 pm
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Hi,

I researched for any supported way to rename the Address fields' flyout in a D365 Account/Contact form.

However, I don't seem to find anything.

I only want to change the label of the fields in the flyout. Is it possible in some way?

Kindly advise.

Thanks.

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Error with Incoming emails failing (mailbox error "An error occurred while creating the incoming email "xxx" in Microsoft Dynamics CRM for the mailbox xxx.

January 3, 2018, 7:55 pm
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We have several mailboxes (using 2015 on prem with SSS) which worked perfectly fine. Suddenly, all incoming emails stopped coming in, with the error mentioned in the subject.

All mailboxes were tested & succeeded for both incoming/outgoing. SSS is obviously also not the issue, since CRM is mentioning the subjects of the failing emails. The only recent change we did was a rollup to update 0.3 of 2015, but this issue didn't appear then. We did a server reboot today (in an attempt to solve another small issue) and since then, the incoming emails are stuck. It is probably not tied to any workflows, case creation rules, or Queue settings since this issue applies also for mailboxes without any of these settings.

We turned on tracing, see details below - seems to be referencing the email entity - but no luck so far in fixing the problem... Any help would be greatly appreciated as these emails  are crucial for us.

>Crm Exception: Message: 'Email' entity doesn't contain attribute with Name = 'mailboxownerid'., ErrorCode: -2147217149

 

>Web Service Plug-in failed in SdkMessageProcessingStepId: {D0CABB1B-EA3E-DB11-86A7-000A3A5473E8}; EntityName: email; Stage: 30; MessageName: DeliverIncoming; AssemblyName:

 

>MessageProcessor fail to process message 'DeliverIncoming' for 'email'.

 

>Crm Exception: Message: Expected non-empty Guid., ErrorCode: -2147220989, InnerException: System.ArgumentException: Expected non-empty Guid.

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How to get data for individual activities in advanced find with all columns.

January 3, 2018, 9:54 pm
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Hello All Experts,

I want to get all the columns of individual activities in advanced find.

I have one custom entity for which activities are enabled.

i am trying to go from activity as child and then custom entity as parent i advanced find so that i could get the custom entity columns as well.

i am selecting all the columns for activity but not able to get all the columns from the activity types like email, phone call, task etc.

can anyone help me in a single query i want to get all the columns from the different activity types.

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How to declare a global variable in WCF application for CRM integration, where we can keep organisation service and use in different levels of DLLs in project?

January 3, 2018, 10:03 pm
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few more details :

I am creating organisation service objects and trying to use different levels of DLLs in project.

1.  static variables we cant add as its not thread safe. ( I have tried this approach and got some error) 

2. WCF application its a ConcurrencyMode = ConcurrencyMode.Multiple, InstanceContextMode = InstanceContextMode.PerCall means multiple threads can access the WCF service. 

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ms crm 2013 onpremise jquery file error

January 3, 2018, 10:17 pm
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Hi All,

I am getting below error on page load or lookup value change on which I have written javascript. Error is on retrieverecord method of jquery, but it was working code I get this error suddenly.

Microsoft Dynamics CRM Error Report Contents

<CrmScriptErrorReport>
  <ReportVersion>1.0</ReportVersion>
  <ScriptErrorDetails>
   <Message>Invalid character</Message>
   <Line>62</Line>
   <URL>/%7B636483319960000581%7D/WebResources/new_jquert_sic_sdk.jquery</URL>
   <PageURL>/main.aspx?etc=112&extraqs=%3f_gridType%3d112%26etc%3d112%26id%3d%257b124D32DF-D5EF-E711-A2BB-00155D016B08%257d%26rskey%3d993791195&pagemode=iframe&pagetype=entityrecord&rskey=993791195</PageURL>
   <Function>anonymousror:Invalidcharacter</Function>
   <CallStack>
    <Function>anonymousror:Invalidcharacter</Function>
   </CallStack>
  </ScriptErrorDetails>
  <ClientInformation>
   <BrowserUserAgent>Mozilla/5.0 (compatible; MSIE 10.0; Windows NT 10.0; WOW64; Trident/7.0; .NET4.0C; .NET4.0E; .NET CLR 2.0.50727; .NET CLR 3.0.30729; .NET CLR 3.5.30729)</BrowserUserAgent>
   <BrowserLanguage>en-US</BrowserLanguage>
   <SystemLanguage>en-US</SystemLanguage>
   <UserLanguage>en-US</UserLanguage>
   <ScreenResolution>1024x768</ScreenResolution>
   <ClientName>Web</ClientName>
   <ClientTime>2018-01-03T21:40:43</ClientTime>
  </ClientInformation>
  <ServerInformation>
    <OrgLanguage>1033</OrgLanguage>
    <OrgCulture>1033</OrgCulture>
    <UserLanguage>1033</UserLanguage>
    <UserCulture>1033</UserCulture>
    <OrgID>{17EEB24C-BA4D-4D35-B077-26FEF79A3D4F}</OrgID>
    <UserID>{41EE8926-9698-E311-80BE-00155D00DA12}</UserID>
    <CRMVersion>6.1.0.581</CRMVersion>
  </ServerInformation>
</CrmScriptErrorReport>

Thanks in advance

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Not able to load record while connecting to Microsoft Team.

January 3, 2018, 10:26 pm
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Hi All,

I am trying to connect Microsoft Team to CRM but when I select the crm instance the record is not being populated in the list.

Can any one help me what type of record will be display in the list.

If I am not wrong it should display all the record which has activity. If it's so then please let me know what I am missing.

Thanks in advance.

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SLA timer always on "paused"

January 3, 2018, 10:41 pm
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Hi,

I added sla in case form but whenever I create a new case and save it, the timer does not strat running it always display "paused". Please see attached file for sla configuration

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Preparing ADFS and IFD Again

January 3, 2018, 10:49 pm
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Hi,

We need to prepare our ADFS and IFD again on another dedicated Windows 2012 VM. It was installed on CRM Server previously which went down and we had to install CRM again. The database is same like old. Which option we should select between the two while installing ADFS?

1. Create the first federation server in a federation server farm

2. Add a federation server to a federation server farm

Thanks.

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Register an Existing CRM Customer / Contact in a Customer Self Service Portal

January 3, 2018, 10:54 pm
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Hi

I've installed a Customer Self Service Portal to my D365 Demo instance and kept the portal Audience as "Customer". Now I want the CRM Customer / Contact to login to the Customer Portal to create a Case. 

I've been trying to Register an Existing CRM Customer / Contact to my Customer Self Service Portal but haven't find any luck as such.

Can anyone please suggest how do I Login with the CRM customer / contact into Customer Portal.

Thanks!

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Business Process Flow Validation in CRM 2016

January 3, 2018, 10:57 pm
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 Hi,

 How to check Opportunity BPF where we can’t convert unless certain fields are completed - in this case, we can’t move to the next stage unless those fields are completed.please check below screen-sort. 

Is it possible ?

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