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Fetch xml SSRS Vertical bar chart , how to achieve x axis grouping?

March 25, 2019, 7:14 am
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Vertical bar chart of count of ‘Values’ for the specified time frame selected, grouped by size as indicated below.

 

Value

Year

Name

1

2000

record1

23

2001

record2

46

2004

record3

251

2002

record4

 

 

Special Instructions:

  • Data will be taken from ‘value’ field
  • The x axis on the graph will be taken from the following table values. There will need to be a mapping of the actual value input on the Lives field to the group by number of lives table below: The number entered into the lives field (e.g. 46) will need to map to the Size of Group table).

 

Place in the graph

Size of Group:

1

<25

2

25-49

3

50-99

4

100-249

5

250-499

6

500-749

7

750-999

8

1000+

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Custom Button to Copy record link to clipboard

March 25, 2019, 7:33 am
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Hi

We got a customer who wants a custom button on the form navigation which copies the link of the current record to his clipboard. How can I do this and is it supported? It's the new ms crm v9 On-Premise.

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Organization Insights

March 25, 2019, 7:47 am
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Hello Everyone !

Hope all of you are well. Can anyone tell me how i install "Organization Insights" in my Online dynamics instance. "Preview" tab is not displaying In Settings->System Settings. In "Administration Center" solution of "Organization Insights" is not displaying. In "Microsoft App Source" its also not displaying to download so can anyone tell me what i do? I want to preview all about storage because i am receiving mails that "You are approaching the storage limit for your tenant. Please review the storage usage across your instances and either purchase additional storage or free up storage." so i want to preview which of my resource taking a lot of memory.

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Any way to check if a User is navigating away from the form without saving

March 25, 2019, 8:24 am
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I wanted to check if there is any supported way to do the below scenario.

I have few fields on a form and when the user tries to input the data and doesn't save the form and tries to navigate away from the form I wanted to show a custom message to the user on those field changes and inform user didn't save. i am aware that a default message is displayed but looking for some custom message option.

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How relatable is AX towards CRM?

March 25, 2019, 9:36 am
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I have a few years AX experience. There is a job for IT System admin supporting CRM 365. Wondeirng how applicable AX experience is to CRM.

Thanks!

Daniel

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'Add a day' using onClick event

March 25, 2019, 9:38 am
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Hello again everyone!

I'm still pretty new to JavaScript, so I could use a little assistance with this requirement.

I have two buttons setup at the top of the form (new_dayPagePreviousButton and new_dayPageNextButton), and between them is a calendar field (new_daypagedate).  We have subgrids on the page configured to return results depending on the date chosen in the calendar field.

The requirement is to have a single day added or subtracted from the calendar field whenever a user clicks the Previous Day or Next Day button. 

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option set default value (index value 1) -- what should I do with it?

March 25, 2019, 9:42 am
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Option set account.accountclassificationcode comes out of the box with 1==default value.  Now when I start adding my own values the first new one is the usual 9-digit index number and the sequence starts from there.

Am I supposed to use the #1 by overwriting the label or delete it?  Or does the #1 have some system value that needs to be kept?

thanks all

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IN operator in FetchXML based SSRS Report

March 25, 2019, 9:42 am
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I've below FetchXML as SSRS dataset that runs after selection of certain parameter and retrieve Invoice Lines and then Factors (Custom Entity). Factors are being retrieved on the base of report parameters Territory, Selected Product(s),  Sales Type and End Time. I want to retrieve only those Factors for a product that is having Invoice Line. 

For example if ABC and XYZ are two products selected in Product Parameter and ABC is associated with any number of Invoice Lines while XYZ is not associated with any Invoice Lines. Then no factor should be retrieved against XYZ product. 

Please help to get only those factors against product that is having invoice lines against them.

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="invoicedetail">
    <attribute name="productid" />
    <attribute name="productdescription" />
    <attribute name="priceperunit" />
    <attribute name="quantity" />
    <attribute name="extendedamount" />
	<attribute name="new_lineamount" />
    <attribute name="invoicedetailid" />
    <order attribute="productid" descending="false" />
	<filter type="and">
		<condition attribute="new_product" operator="in" value="@Product" />
		<condition attribute="new_ordertype" operator="in" value="@Order_Type" />
	</filter>
    <link-entity name="invoice" from="invoiceid" to="invoiceid" link-type="inner" alias="invoice">
	  <filter type="and">
        <condition attribute="msdynce_invoicedate" operator="on-or-after" value="@goal_start" />
        <condition attribute="msdynce_invoicedate" operator="on-or-before" value="@goal_end" />
      </filter>
      <link-entity name="account" from="accountid" to="customerid" link-type="inner" alias="account">
	  <attribute name="ownerid" alias="agent"/>
        <filter type="and">
          <condition attribute="accountcategorycode" operator="eq" value="1" />
          <condition attribute="orb_sanctionliststatuscode" operator="ne" value="169810001" />
        </filter>
		<link-entity name="territory" from="territoryid" to="territoryid" link-type="inner" alias="territory">
          <link-entity name="new_factorsetup" from="new_region" to="territoryid" link-type="inner" alias="factor">
            <attribute name="new_factor" />
        <filter type="and">
          <condition attribute="new_product" operator="in" value="@Product" />
		  <condition attribute="new_salestype" operator="eq" value="@Sales_Type" />
		  <condition attribute="new_validto" operator="eq" value="@End_Date" />
        </filter>
          </link-entity>
        </link-entity>
      </link-entity>
    </link-entity>
  </entity>
</fetch>


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Get Lookup field Id

March 25, 2019, 11:01 am
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Hello,

I am trying to get lookup field Id value from HTML WebResource using this statement:

let department = parent.Xrm.Page.getAttribute("department").GetValue()[0].id;

but got the following error: "Uncaught TypeError: parent.Xrm.Page.getAttribute(...).GetValue is not a function".

Am I missing something?

Microsoft Dynamics 365 Version 1710 (9.1.0.3245) online.

Regards,

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Contigency Plan - Dynamics 365 Online - When NO internet

March 25, 2019, 11:55 am
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Hello People. 

Please share your comments, about: A contingency plan, when there is no 'Internet Connection', and are using Dynamics 365 CRM - Online.

This may happen in countries in South America.

Thanks in advanced.

Kind Regards.

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User doesn't appear as an enabled user in Field service portal

March 25, 2019, 12:31 pm
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I created a new Office 365 user and assigned Dynamics 365 for Field Service License. The user doesn't show up as an enabled user in the Dynamics 365 Settings/Security/Enabled User List. So I can not assign security roles. I tried removing the license and reapplying the license. I removed the license and applied a Engagement plan license.

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Fetch Distinct Record from WEB API - CRM V9

March 25, 2019, 12:38 pm
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Dear Friends

Please guide me how I will fetch the DISTINCT records from Entity using WEB API

Kind Regards

Anil

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Quick Find Search not Working

March 25, 2019, 1:37 pm
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The search box in my quick find view is no longer returning records from searching on find columns. We recently had a CRM update and I am wondering if this could break it? I went into Customizations to ensure that the appropriate find columns are checked, published, but still no results. It only works for the primary identifier for the record. Any help would be appreciated.

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Webhook to Microsoft Flow

March 25, 2019, 1:37 pm
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Hi,

I've successfully registered a Webhook on my on-prem 9.0 org, and its working well. The data is sent to Flow (Http request: When a HTTP request is received). The plugin is successful and i get the data, but i cant figure out how to parse the data ( in Flow). As described in this article, the Json data looks like the example below. In this example, I would be looking to extract the Full Name (James Glynn). In proper JSON structured data, the output would look like this: { "fullname": "James Glynn"}

"InputParameters": [{
        "key": "Target",
        "value": {
            "__type": "Entity:http:\/\/schemas.microsoft.com\/xrm\/2011\/Contracts",
            "Attributes": [{
                "key": "firstname",
                "value": "James"
            }, {
                "key": "contactid",
                "value": "6d81597f-0f9f-e711-8122-000d3aa2331c"
            }, {
                "key": "fullname",
                "value": "James Glynn"
            }, {
                "key": "yomifullname",
                "value": "James Glynn"
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Custom activities forms got stuck after Google Chrome update

March 25, 2019, 4:09 pm
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Hello everyone!

After Google Chrome Update 73.0.3683.86, when I try to open a custom activity from the social pane of an incident, the CRM freezes and does not open the form:

The previous version of Chrome works fine, but after the update I'm experiencing this error. If I refresh the page, the form opens correctly. With other browsers like Edge, Firefox and IE everything works fine.

I checked the javascript console of Chrome and shows following error:

CrashReport:
		FileName:/_static/form/formcontrols.js
		LineNumber:3356
		Function:anonymousr:Mscrm.TurboForm.Control.CustomScriptsManager.frameElement.contentWindow[$v_0.$8G_1]isnotafunction
		ErrorReport:<CrmScriptErrorReport>
  <ReportVersion>1.0</ReportVersion>
  <ScriptErrorDetails>
   <Message>Uncaught TypeError&#58; Mscrm.TurboForm.Control.CustomScriptsManager.frameElement.contentWindow&#91;&#36;v_0.&#36;8G_1&#93; is not a function</Message>
   <Line>3356</Line>
   <URL>&#47;_static&#47;form&#47;formcontrols.js&#63;ver&#61;1322525124</URL>
   <PageURL>&#47;form&#47;page.aspx&#63;lcid&#61;3082&#38;themeId&#61;e1fe6a40-936c-4a69-c8b4-3485c011c877&#38;tstamp&#61;3317008&#38;updateTimeStamp&#61;636391891339883974&#38;userts&#61;131980276099052268&#38;ver&#61;1322525124&#35;etc&#61;10165&#38;extraqs&#61;&#37;3f_CreateFromId&#37;3d&#37;257b32871E7E-C24A-E911-80D6-0050569F09A2&#37;257d&#37;26_CreateFromType&#37;3d112&#37;26_gridType&#37;3d10165&#37;26etc&#37;3d10165&#37;26id&#37;3d&#37;257bAD79B9F7-214F-E911-80D6-0050569F09A2&#37;257d&#37;26rskey&#37;3d&#37;257bAB685BBA-4A65-E811-80CA-0050569F09A2&#37;257d&#38;pagemode&#61;iframe&#38;pagetype&#61;entityrecord&#38;rskey&#61;&#37;7bAB685BBA-4A65-E811-80CA-0050569F09A2&#37;7d&#38;counter&#61;1553555245351</PageURL>

Maybe someone is experiencing the same issue?

Any clue?

CRM Version: Dynamics 365 8.2.4.6 OnPremise 

Thanks in advance!

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Weird notification in arabic on mobile app

March 25, 2019, 7:25 pm
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Hi,

I have created a mobile app linking to my dynamics online account. However, when I log into the app, I see a notification in arabic. I can't figure out where to turn this off from, or at least show it in English.

Happens to other users within the organisation as well.

Any Ideas ?

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CRM outlook task sync bidirectional?

March 25, 2019, 10:19 pm
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Hello All,

Tasks in outlook sync to CRM?

Tasks in CRM sync to outlook ?

Is it possible in CRM ?

Thanks

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Site Map Filtration

March 25, 2019, 11:28 pm
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Hi,

I want to filter site map based on the logged in users.

I tried to do so using site map editor from XRM toolbox but facing an error.

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Relationship Assistant Tasks due Today only shows tasks not yet due.

March 25, 2019, 11:51 pm
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Started testing the Relationsship assistant in Dynamics 365 for Sales and found that the option Tasks due today has two issues.

First the tasks needs to be due today and the time needs to be later today. The task wont show if the time has passed. My collegues in sales often put the first time in the morning since this is standard. The Action Card will thereby almost never show. Is this a bug or intentionally? Only workaround I see is to create a new Action Card for this with code.

Second there are two checkboxes for tasks due today. One on Base cards and one on Exchange Cards. Whats the meaning with this? Seems like you need both for the card to show.

Running version 9.1.0.3245

Same result in both Sandbox and Production enviroment.

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How achieve configuration for N:N the following scenario in ms crm dynamics?

March 26, 2019, 12:07 am
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I have Product A and Product B in PRODUCT master table.

and i have Country Master also.

Scenario: i need to show Product A and Product B for country US

 Solution: I will give look up of the product on Country to get country in product grip, so i can see this product will be shown for this country.(It can work for one product, how about multiple?)

Problem: these can be multiple product  to be shown for that country and in look up we can only have one value.

Please suggest some idea .

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