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Field Mappings

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Hi Folks,

We are seeing an issue where Lookup Fields mapped during record creation are appearing as "No Name".  Microsoft fix for this is to delete the mapping and create it again.  I tested this in the default solution and it does resolve the issue.

we are using managed solutions so i deleted several of the other problematic field mappings from the default solution and then imported a solution with new field mappings, however the relationships haven't been updated with these, and no new mappings have been created.

is this expected behaviour?

thanks in advance


Dynamics 365 8.2: "This process cannot be imported because it cannot be updated or does not have a unique name"

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Hi all

I have trouble importing managed solution from our one org. to another after updating to 8.2.

I have read that sometimes this error occours if the "regarding entity" created as a part of the BPF is not included in the solution, but it is.

So I really don't know what the issue is.

I can see that there are version 8.2.1 and 8.2.2 available - will either of these fix this issue?

Enable “Read” Auditing In Dynamics CRM 365 on Premise?

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Hi there,


Could anyone provide me with more information about read auditing and when this will be available in 365 on premise?



Form editing with touchscreen

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Hi there,


I am going to buy a new laptop. Is there any benefits from getting a touchscreen? Is it possible for instance to customize forms with the drag n drop by using the touchscreen? Or do I need to use the mouse/touchpad en click to drag and drop?

Anyone any experience with this?

in crm 2011,same Emailid can be used in different Queues but in dynamics 365 Marketing, iam unable to do so, can any one help please

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Hi,


We have upgraded our client environment from CRM 2011 on-Premise (Marketing) to Microsoft Dynamics 365 Version 9 online.

in 2011, they have used same email id for different queues. when i try the same in dynamics 365, i get a error/Warning when i click on 'Test and Enable Mail Box' in the mailbox that " Exchange email address in <mailbox 1> is currently in use for mailbox <mailbox 2>. Change email address in <mailbox 1> or the email address in the mailbox <mailbox 1> as only one mailbox can be configured for each email address."

Can any one help me in implementing the same in dynamics 365 which was in 2011 on-premise.


Thanks

Opportunities not appearing on Categorized Search

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Hi Guys,

I have categorized search in place on my CRM Dynamics online.

Since the recent upgrade to 9.0 some of systems opportunities no longer appear on the search. Take the screenshot below, Andrew Doyle is the name of the company, it has an opportunity called "Andrew test" attached to the account. The opportunity does not appear on the search however.

I have looked into the various settings etc and they do appear to have opportunities tagged as a searchable entity with "opportunity name" as a searchable tag also.

Have any of ye come across opps not appearing in this way or what I can do to correct this?

Thanks in advance for this.

Power BI & Dynamics 365

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I have a reports developer who does lots of work using Power BI - I want him to do create me some reporting from Dynamics but I can't seem to find information if needs a Dynamics 365 license as well and if so what type of license would he need?

I can connect through to Dynamics from Power BI using my domain credentials as I'm a user of Dynamics.

I don't really want to have pay for another license just for him to create reports - can anyone confirm the requirements for users to write reports but not be a user of Dynamics?

Thanks

Active Views is not showing related entity column info

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Hi,

There are 2 custom entities as "Quotation" and "Products". On the Quotation entity sub-grid created to products entity.

After adding multiple products on the quotation, On the system views tried adding additional column from related entity "Products" but the data is not showing on the quotation system view.

Also have created 1:N relationship between Products to Quotation but no luck.

Please help.


Ribbon Buttons Disappearing

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After upgrading MS CRM from 8.2 to v9 we are facing issue with ribbon bar where buttons are disappearing randomly. Anyone please help me out in this one if any of you have faced the same issue.

Please find below screenshot for the same.

Help me to correct FetchXML code

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Hi,

Please find the below code :

<fetch>
<entity name="new_vjxquote" >
<attribute name="new_name" />
<link-entity name="new_vjxproducts" from="new_quoteid" to="new_vjxquoteid" >
<attribute name="new_item" />
<attribute name="new_name" />
<attribute name="new_quantity" />
<attribute name="new_unitprice" />
</link-entity>
</entity>
</fetch>

Requirement is : Based on Quote ID, following item should appear on the table i.e Item #, Description, Quantity and Unit Price. I have write the code os this correct or pl help me for condition filter.

how to get attributemask value of Audit history in MS dynamics crm online

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Hi,

I want to retrieve audit history of case entity. In the REST API, I am getting "attributemask" value like (10442,10082 and 10074). Please let me know where can I find these values information.

Thanks,

Pavan N 

Dynamics CRM to Tableau Integration

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I would like to Integrate Tableau with CRM. May i know how can i pass context to Tableau and display the information in Dynamics CRM (in an Iframe)??

Also, please post some good links for CRM to Tableau integration (If any)

Thanks...

Convert FetchExpression to QueryExpression in Plugin

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I have a plugin that get a query in the form of a FetchExpression and I need to convert it to a QueryExpression so I can manipulate it in a number of different ways. From what I have read this should be relatively simple based on https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/org-service/sample-convert-queries-fetch-queryexpression

However I have not been able to get it to work. Code below:

private QueryExpression GetQuery(IPluginExecutionContext context, IServiceProvider serviceProvider, ITracingService tracing)
        {
            if (context.InputParameters["Query"] is QueryExpression)
            {
                return context.InputParameters["Query"] as QueryExpression;
            }
            else if (context.InputParameters["Query"] is FetchExpression)
            {
                FetchExpression fetch = context.InputParameters["Query"] as FetchExpression;
                tracing.Trace("XML: {0}",fetch.Query);
                try
                {
                    IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                    IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

                    FetchXmlToQueryExpressionRequest conversionRequest = new FetchXmlToQueryExpressionRequest() { FetchXml = fetch.Query };
                    FetchXmlToQueryExpressionResponse conversionResponse = (service.Execute(conversionRequest) as FetchXmlToQueryExpressionResponse);
                    
                    return conversionResponse.Query;
                }
                catch (Exception ee)
                {
                    throw ee;
                }
            }
            else return null;
        } 


The problem I encounter is that the resulting queryexpression has a query.Criteria.Conditions.Count of 0. Even thought his is the Fetch XML that is being passed in and it clearly has conditions (see below). 

<fetch count="4" mapping="logical" output-format="xml-platform" version="1.0" returntotalrecordcount="true" page="1" no-lock="false" distinct="false">
<entity name="activitypointer">
<attribute name="subject" />
<attribute name="activitytypecode" />
<attribute name="statecode" />
<attribute name="modifiedon" />
<attribute name="description" />
<attribute name="scheduledend" />
<attribute name="actualend" />
<order descending="true" attribute="modifiedon" />
<order descending="false" attribute="statecode" />
<filter type="and">
<condition attribute="activityid" operator="null" />
<condition value="%Case%" attribute="description" operator="like" />
</filter>
<attribute name="regardingobjectid" />
<attribute name="ownerid" />
<attribute name="activityid" />
<link-entity name="incident" alias="bb" to="regardingobjectid" from="incidentid">
<filter type="and">
<condition value="7eed7742-c3c8-e811-a964-000d3a3ac063" attribute="incidentid" operator="eq" uitype="incident" />
</filter>
</link-entity><filter type="and">
<filter type="and">
<condition value="4406" attribute="activitytypecode" operator="ne" />
</filter>
<filter type="and"> <condition value="4251" attribute="activitytypecode" operator="ne" /> </filter> <filter type="and"> <condition value="4209" attribute="activitytypecode" operator="ne" /> </filter> <filter type="and"> <condition value="4220" attribute="activitytypecode" operator="ne" /> </filter> <filter type="and"> <condition value="4206" attribute="activitytypecode" operator="ne" /> </filter> <filter type="and"> <condition value="4204" attribute="activitytypecode" operator="ne" /> </filter> <filter type="and"> <condition value="4208" attribute="activitytypecode" operator="ne" /> </filter> <filter type="and"> <condition value="4214" attribute="activitytypecode" operator="ne" /> </filter> <filter type="and"> <condition value="4207" attribute="activitytypecode" operator="ne" /> </filter> <filter type="and"> <condition value="4211" attribute="activitytypecode" operator="ne" /> </filter> </filter> </entity> </fetch>


Anyone have any ideas what I am doing wrong?

update organization fails from crm 8.1 to 8.2

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i am getting below error while updating organization version . Can anyone help me on this ?

17:49:12|   Info| The entry for the base language 1033 has been updated in OrganizationLanguagePack to version 8.2.0002.0112
17:49:12|   Info| UpdateBaseLanguagePackVersion.Execute() completed.
17:49:12|Verbose| ProcessOOBRollupAndCalculatedAttributesInternal Enter
17:49:14|Verbose| ProcessOOBRollupAndCalculatedAttributesInternal Exit
17:49:15|Verbose| ProcessOOBRollupAndCalculatedAttributesInternal Success
17:49:16|   Info| CrmAction execution time; InstallDatabaseUpdatesAction; 00:13:45.9451254
17:49:16|  Error| Installer Complete: OrganizationDatabaseHotFixer - Error encountered
17:49:16|  Error| Exception occured during Microsoft.Crm.Tools.Admin.OrganizationDatabaseHotFixer: Error.ActionFailed Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction
InnerException:
System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.MissingMethodException: Method not found: 'Void Microsoft.Xrm.Sdk.Metadata.EntityMetadata.set_IsBPFEntity(System.Nullable`1<Boolean>)'.
   at Microsoft.Crm.Metadata.BusinessProcessFlowEntityBuilder.CreateEntity(WorkflowStep workflowStep, String bpfEntityName)
   at Microsoft.Crm.Metadata.BusinessProcessFlowEntityBuilder.PrepareBpfEntity(WorkflowStep workflowStep, String bpfEntityLogicalName)
   at Microsoft.Crm.Metadata.BusinessProcessFlowEntityBuilder.CreateBpfEntity(Boolean ignoreActivationState)
   at Microsoft.Crm.SE.DllMethodActions.CreateBPFEntities.CreateOrUpdateBPFEntityLayers(IBusinessEntity process, List`1 layers)
   at Microsoft.Crm.SE.DllMethodActions.CreateBPFEntities.CreateOrUpdateBPFEntities(IBusinessEntity process)
   at Microsoft.Crm.SE.DllMethodActions.CreateBPFEntities.Execute()
   --- End of inner exception stack trace ---
   at System.RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor)
   at System.Reflection.RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments)
   at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
   at System.RuntimeType.InvokeMember(String name, BindingFlags bindingFlags, Binder binder, Object target, Object[] providedArgs, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParams)
   at Microsoft.Crm.Setup.Database.DllMethodAction.Execute(Guid organizationId, Nullable`1 operationType)
   at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseInfo releaseInfo, Boolean isInstall)
   at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase, Boolean isInstall)
   at Microsoft.Crm.Setup.Database.DatabaseInstaller.InstallUpdate(String configurationFilePath, Boolean upgradeDatabase)
  at Microsoft.Crm.Setup.Common.Update.DBUpdateDatabaseInstaller.ApplyDBUpdates(Guid orgId, Nullable`1 operationType)
   at Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.ApplyDBUpdatesInternal(Guid orgId, String orgUniqueName, String releaseFilePath, Boolean ignoreErrors, OrganizationOperationType operationType)
   at Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.ApplyDBUpdates(Guid orgId, String orgUniqueName, OrganizationOperationType operationType)
   at Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.Do(IDictionary parameters)
   at Microsoft.Crm.Setup.Shared.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
InnerException:
System.MissingMethodException: Method not found: 'Void Microsoft.Xrm.Sdk.Metadata.EntityMetadata.set_IsBPFEntity(System.Nullable`1<Boolean>)'.
   at Microsoft.Crm.Metadata.BusinessProcessFlowEntityBuilder.CreateEntity(WorkflowStep workflowStep, String bpfEntityName)
   at Microsoft.Crm.Metadata.BusinessProcessFlowEntityBuilder.PrepareBpfEntity(WorkflowStep workflowStep, String bpfEntityLogicalName)
   at Microsoft.Crm.Metadata.BusinessProcessFlowEntityBuilder.CreateBpfEntity(Boolean ignoreActivationState)
   at Microsoft.Crm.SE.DllMethodActions.CreateBPFEntities.CreateOrUpdateBPFEntityLayers(IBusinessEntity process, List`1 layers)
   at Microsoft.Crm.SE.DllMethodActions.CreateBPFEntities.CreateOrUpdateBPFEntities(IBusinessEntity process)
   at Microsoft.Crm.SE.DllMethodActions.CreateBPFEntities.Execute()
 
17:49:16|   Info| Setting organization state.  New state = Failed
17:49:16|  Error| Update Organization with Id=b1ade3b7-e065-e111-be6d-000c29b368c6 failed with Exception:
System.Exception: Error.ActionFailed Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.MissingMethodException: Method not found: 'Void Microsoft.Xrm.Sdk.Metadata.EntityMetadata.set_IsBPFEntity(System.Nullable`1<Boolean>)'.
   at Microsoft.Crm.Metadata.BusinessProcessFlowEntityBuilder.CreateEntity(WorkflowStep workflowStep, String bpfEntityName)
   at Microsoft.Crm.Metadata.BusinessProcessFlowEntityBuilder.PrepareBpfEntity(WorkflowStep workflowStep, String bpfEntityLogicalName)
   at Microsoft.Crm.Metadata.BusinessProcessFlowEntityBuilder.CreateBpfEntity(Boolean ignoreActivationState)
   at Microsoft.Crm.SE.DllMethodActions.CreateBPFEntities.CreateOrUpdateBPFEntityLayers(IBusinessEntity process, List`1 layers)
   at Microsoft.Crm.SE.DllMethodActions.CreateBPFEntities.CreateOrUpdateBPFEntities(IBusinessEntity process)
   at Microsoft.Crm.SE.DllMethodActions.CreateBPFEntities.Execute()
   --- End of inner exception stack trace ---
   at System.RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor)
   at System.Reflection.RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments)
   at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
   at System.RuntimeType.InvokeMember(String name, BindingFlags bindingFlags, Binder binder, Object target, Object[] providedArgs, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParams)
   at Microsoft.Crm.Setup.Database.DllMethodAction.Execute(Guid organizationId, Nullable`1 operationType)
   at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseInfo releaseInfo, Boolean isInstall)
   at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase, Boolean isInstall)
   at Microsoft.Crm.Setup.Database.DatabaseInstaller.InstallUpdate(String configurationFilePath, Boolean upgradeDatabase)
   at Microsoft.Crm.Setup.Common.Update.DBUpdateDatabaseInstaller.ApplyDBUpdates(Guid orgId, Nullable`1 operationType)
   at Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.ApplyDBUpdatesInternal(Guid orgId, String orgUniqueName, String releaseFilePath, Boolean ignoreErrors, OrganizationOperationType operationType)
   at Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.ApplyDBUpdates(Guid orgId, String orgUniqueName, OrganizationOperationType operationType)
   at Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.Do(IDictionary parameters)
   at Microsoft.Crm.Setup.Shared.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
   --- End of inner exception stack trace ---
   at Microsoft.Crm.Setup.Shared.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
   at Microsoft.Crm.Setup.Shared.Installer.Install(IDictionary stateSaver)
   at Microsoft.Crm.Tools.Admin.OrganizationOperation.Install(IDictionary stateSaver)
   at Microsoft.Crm.Tools.Admin.OrganizationOperation.Execute()
   at Microsoft.Crm.Tools.Admin.OrganizationDatabaseHotFixer.Execute()
   at Microsoft.Crm.Tools.Admin.ApplyDatabaseHotFixInstaller.ApplyDatabaseHotFix(IApplyDatabaseHotFixInfo applyDatabaseHotFixInfo)
17:49:16|   Info| Found the older table DBUpdateInstallInfo_V5, updating new table and deleting
17:49:16|   Info| GetDBUpdateRevisionThresholdForServer(): Threshold = 8.2.0002.0112.

Print SSRS report in Chinese

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Hi,

What is the best way to print SSRS report in Chinese ? User has access to switch chinese language

Regards

Faisal


Unified User Interface (UUI)

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Hi,

We have updated to version 9.0 but with version 9.1 on the way very soon I'm trying to get myself up to speed with UUI. Is there a way to enable/disable UUI? If so, can someone help guide me how to do this or will this only come with version 9.1?

I can see it as part of V9 when I access dynamics via the app but not sure how it comes into play for custom apps that already exist.

Any help would be greatly appreciated.

Thank you

Find where a field is being used.

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Is there any way to view/find where a particular field is being used?  (Forms, reports, views, etc.)

Outlook Calendar Avalilability

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Dear Team,

I want to send User Availability Calendar(Outlook Calendar) Link through CRM Email. How i need to achieve this functionality. 

Connecting a webpage to leads in Microsoft dynamics

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I have a webpage where a person can fill in information like name, email, phone number and upload the resume, i want the information that is submitted here to come to my CRM environment as hot leads in the lead page. Also the resume they attach should be visible in the notes section of the particular lead. Does any one has suggestions on how this can be done? Do i need to create a console app for this or is there any other way to do it. clear suggestions are welcome as i am getting nowhere with online research. Thank you 

Campaign Hierarchy Best Practices

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Hi - I am wondering if anyone has any best practices for creating campaign hierarchies in Dynamics? I've seen some people creating a parent campaign field on the campaign record and calling it a day. Wondering if this provides all the information people need or if they have found more or less success using other methods?

Thanks,

Rob

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