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Partial Deploy Business Process Flow stages to a Solution

March 29, 2019, 4:13 am
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Hi Everyone,

We have a requirement where we need to partial deploy Business Process Flow stages to production environment from Dynamics 365 CRM sandbox environment.

We can easily create Un-managed Solution of a complete "Business Process Flow" to get deploy on production.

Let say we have 5 stages in a "Business Process Flow" and out of 5 we want to use only 2 initial stages to get deploy on production, then How we will achieve this. Please suggest? 

Any suggestion/ help would be highly appreciated.

Thanks

Kavita

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Mail pic of dashboard to users

March 29, 2019, 4:24 am
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Hello Everyone !

Hope all of you are well. I want to send pictures of dashboard to specific user daily. So tell me is there any automation way to do this in Dynamics 365 crm like workflow or anyother thing else ?

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workflow philosophy - grouping functionality or keeping it encapsulated

March 29, 2019, 6:49 am
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I wanted to ask all y'all veteran  Dynamics folks about your workflow philosophy.

We have many workflows to do various things, setting hidden fields, etc.  Over 100.  We also have probably too many plugins.  We really need to improve performance.  So, I'm looking at what we could do with the workflows. Especially since right now, my workflows can't get things done because they are running into the inanility to get alock on the database.

So I'm pondering there are three ways to get this done (there's no question of not doing these things):

  1. If you have a lot of things that occur on Create, or Update, would you try to combine as much as possible into a single workflow (with conditions)?  Or is it better to keep each workflow encapsulated with its own functionality.
  2. Do you keep each thing separate so it's easier to find (for troubleshooting/maintenance) and turn off (if needed)?
  3. Do you use plugins instead?
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Associate records

March 29, 2019, 7:09 am
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I have two entities

Account and Bookings: 1:N relationship

Account can have multiple bookings. I have billing facility field in both the entities. If both these fields in two entities have same value then these records should be associated. that means if i have 12 in account billing facility field and also having the same value in multiple booking records, then all the bookings should be associated to that account. all the bookings records with same value should be visible in bookings subgrid in account.

How can i do it?

Javascript-workflows or custom workflows or plugins?

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OrganizationServiceProxy returns null

March 29, 2019, 7:11 am
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Hello, 

I'm trying to connect my console application to CRM but the OrganizationServiceProxy  returns null. 

I installed the latest version of Microsoft.CrmSdk.CoreTools and added relevant DLLs

Added the connection string - 

<add name="CRM" connectionString="Url=myOrg.crm4.dynamics.com; Username=myUsername@myOrg.com; Password=myPassword; AuthType=Office365"/>

But it still returns null as shown below -

What could be the problem here? I double checked Url, username and password of connection string .

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Bulk emails with attachment showing past due items

March 29, 2019, 7:18 am
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We have a custom entity for tracking accounts getting compliant on various items called "Tracking", on here is a subgrid with the "items" (entity is called "Items") they need to get compliant on and due date (ie. signage due 3/29/19 or bike rack 4/3/19). We need a way to send emails to the accounts notifying them they are past due on these items.
There are like 30 at a time so trying to set this up where we can select who gets them and send.
The Tracking entity has the account and contact.
1. Can I add the items in the body of the email? I can't figure out how in the email template. If not, do I attach an excel spreadsheet/word spreadsheet (do i need to do doc template)? I can't figure out how to do that either. I've tried.
2. Can I somehow set it up to only send those which are past due (like based on a view "past due items"-showing only those accounts with past due items)?


Can someone help me do this, I have spent time and oddly, what seems like a pretty standard function, I am having trouble doing and putting together.

version v9

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Sign In pop up keeps occurring in Internet Explorer

March 29, 2019, 7:30 am
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I am having to use Internet Explorer for CRM due to a known issue with Chrome that Microsoft is working on resolving this weekend. Every time a new window opens in CRM (open a contact, open advanced find, etc) another window pops open asking me to sign into O365 again. Even if I do sign in again, the pop up comes right back. This makes it difficult to do my job productively. Please advise. This never happens in Chrome. I am on IE 11.

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Dynamics CRM 365 Knowledge Database

March 29, 2019, 7:39 am
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Hi all,

Within our company we have the concept to setup a Problem Cause Solution "database". I was told that the Portals function already has a Knowledge article entity for the build in knowledge base. As this sounded as something we could use for this, I looked into the possibilities. However, I ran in to the following problem. 

Our engineers often use images in the Knowledge articles to clarify problems and solutions. The knowledge articles don't have a proper option to embed images easily. The only way that I found was to either host the image as a web resource or as a web file. For these I would have to give all engineers some high privileges for adding these (since we want to let the engineers manage the knowledge articles). This feels quite wrong from an IT perspective.

Is there anybody else with the same issue? how did u solve this? or what would be a better practice to allow images in knowledge articles?  

Please let me know if u have any tips or direction I could look into..

Kind regards,
Niels

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Delete Insights Solution - How to remove dependency?

March 29, 2019, 7:57 am
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We're trying to remove Insights from CRM since the free version is being discontinued and it's not something we use much.  Found these uninstall instructions but we have a dependency error when we try to delete the solution. https://kb.insideview.com/hc/en-us/articles/115007393928-Uninstalling-Insights-Enterprise-from-Microsoft-Dynamics-CRM-or-Dynamics-365

I'm not sure of the proper way to remove the notify_loader.js dependency.  I can go to the Forms listed and to Form Properties and see the script there but I see the same script on my Contact Form yet the Contact Form is not listed as a dependency.

Here's the script contents:

function iv_notifyOnLoadActivity(executionContext, packageVersion, crmVersion){
	var client = Xrm.Page.context.client.getClient();
	if(client !== "Mobile") {
		var head = document.getElementsByTagName('head')[0];
		var t = (new Date()).getTime();
		window.ivBaseUrl = 'https://my.insideview.com';
		window.ivPackageVersion = packageVersion;
		window.ivcrmVersion = crmVersion;

		var notifyInit = document.createElement('script');
		notifyInit.id = 'iv_notify_init';
		notifyInit.type = 'text/javascript';
		notifyInit.async = false; 
		notifyInit.src = ivBaseUrl + '/iv/common/javascript/mashup/dynamics/crm2015_notify_script_loader.js?v=' + t ;    
		head.appendChild(notifyInit);
	}
}


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CRM Solution Packager crashes when unpacking a solution containing a Flow

March 29, 2019, 8:05 am
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We use the Solution Packager to extract and repack our solutions so we can keep them under version control. This has been working well for months, but now that we have added a Flow to one of our solutions, the Solution Packager is crashing (error at end of post) while extracting the solution. This is happening with the latest version of the packager (9.0.3.1765) from the Microsoft.CrmSdk.CoreTools nuGet package (9.0.2.12).

Flow workflows are contained in the solution as JSON files, while CRM workflows are XAML. From the error raised it looks as if the packager doesn't support workflows as anything other than XAML files.

Does the Solution Packager not support the full range of solution contents, and if so, how should we go about extracting, versioning, and deploying Flows which relate to a solution?

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Cannot find child element XamlFileName of element Workflow.
SolutionPackager: Exception thrown: System.ArgumentException: Cannot find child element XamlFileName of element Workflow.
at Microsoft.Crm.Tools.SolutionPackager.Helper.GetElementValue[T](XElement element, String childName, Boolean throwIfNull, Func`2 converter, T default)
at Microsoft.Crm.Tools.SolutionPackager.Helper.GetElementValue(XElement element, String childName, Boolean throwIfNull, String default)
at Microsoft.Crm.Tools.SolutionPackager.WorkflowProcessor.CreateComponent(XElement element)
at Microsoft.Crm.Tools.SolutionPackager.ComponentProcessorBase.CreateComponents(XElement element)
at Microsoft.Crm.Tools.SolutionPackager.ZipReader.LoadCustomizations(Stream customizationXml, Context context)
at Microsoft.Crm.Tools.SolutionPackager.ZipReader.Load()
at Microsoft.Crm.Tools.SolutionPackager.SolutionPackager.Run(IPackageReader reader, IPackageWriter writer)
at Microsoft.Crm.Tools.SolutionPackager.SolutionPackager.Run()
at Microsoft.Crm.Tools.SolutionPackager.Program.Main(String[] args), returning error code '1'

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how to write javascript code dynamics365/customer-engagement/developer/clientapi/reference/controls

March 29, 2019, 10:16 am
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"TO" of an e-mail with ActivityParty

March 29, 2019, 10:26 am
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There is a list of members of a certain team that step by parameter for a function that must create an ActivityParty containing the emails of all the users of this list that will later be placed in the "TO" of an email. Any idea how I can do this?

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Option Set Mapping from CRM to Flat File Destination

March 29, 2019, 11:31 am
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Hello, 

My goal is to create flat file from a CRM table that has an option set field. Right now the package is producing the 9 digit numeric value for that field but I want the label instead.

When using the KingswaySoft Option Set Mapping component my option set field is not available as an input column--I thought that is what it was intended for but it appears that it maps string values to option set values.

So my question is how to I get the reverse? and is KingswaySoft the best way to do so?

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How to delete managed fields where iscomponentdeletionenabled is false?

March 29, 2019, 11:32 am
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We have some custom fields that are now obsolete and I need to emove. We created these fields but they got included in a managed solution that ended up overwriting our development environment.
There are no dependencies. When I try to delete the fields in the UI, I get an error RE:
The 'Delete' operation on the current component(name='Attribute', id='27b59de5-6d13-43ac-a668-a3b79abefb4b') failed during managed property evaluation of condition: 'Managed Property Name: iscomponentdeletionenabled; Component Name: Attribute; '

I tried the method of creating the Managed Solution and updating the Managed Solution to delete the field components, but they were not removed. Methodhere.

I cannot find this attribute in the MetadataSchema in the database (to switch false/true?).

Is there a way to find and edit the offending condition in the database or the customizations.xml file to enable deletion of these obsolete fields?

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For service now configuration we are looking exact naming convention for dynamics.ya

March 29, 2019, 11:32 am
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What are (Get Started, Business Apps, AI Apps and Mixed reality apps) what is the exact business term of these names .why they are called ?

Under Business apps what are (Business Central, Customer engagement, Finance and operational, retail and talent) ? why they are called ?

Why we called (sales, service, call center..) as applications and as well as modules. Why we are calling with 2 names ?

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Entering tags input results error on case submission

March 29, 2019, 7:03 pm
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Am new to dynamics 365, probably an amateur question. I have case/ticket creation page on dynamics 365 Portals. When i input any text with tags and submit the case, it errors. Probably encoding should enabled on all input fields, however not sure where can this be done

sample text: <script> or <html> or <heloo>

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Could not add Knowledge Base Search into form

March 29, 2019, 8:11 pm
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Hi folks,

I am trying to add the Knowledge Base Search into Account form. Account entity has been enabled to use Knowledge Management.

But when I click the Set button, nothing happens.

When I check the console, I see this error if the button is clicked. Anyone having the same problem?

global.ashx?ver=2049522572:6868 Refused to set unsafe header "Content-Length"
execute @ global.ashx?ver=2049522572:6868
Mscrm.ScriptErrorReporting.$AE @ global.ashx?ver=2049522572:6868
reportScriptError @ global.ashx?ver=2049522572:6868
Mscrm.ScriptErrorReporting.$AE @ global.ashx?ver=2049522572:6868
catchError @ global.ashx?ver=2049522572:6868

CrashReport:
FileName:/Tools/FormEditor/Dialogs/dlg_KMControl.aspx
LineNumber:1360
Function:
ErrorReport:<CrmScriptErrorReport>
<ReportVersion>1.0</ReportVersion>
<OriginContext></OriginContext>
<OriginCorrelationId>undefined</OriginCorrelationId>
<ScriptErrorDetails>
<Message>Uncaught TypeError&#58; Cannot read property &#39;selectedIndex&#39; of null</Message>
<Line>1360</Line>
<URL>&#47;Tools&#47;FormEditor&#47;Dialogs&#47;dlg_KMControl.aspx&#63;appSolutionId&#61;&#37;7b7184E13E-9552-E911-A994-000D3A81E194&#37;7d&#38;dType&#61;1&#38;datatype&#61;iframe&#38;editorType&#61;formEditor&#38;etc&#61;1&#38;icon&#61;&#38;mode&#61;add</URL>
<PageURL>&#47;Tools&#47;FormEditor&#47;Dialogs&#47;dlg_KMControl.aspx&#63;appSolutionId&#61;&#37;7b7184E13E-9552-E911-A994-000D3A81E194&#37;7d&#38;dType&#61;1&#38;datatype&#61;iframe&#38;editorType&#61;formEditor&#38;etc&#61;1&#38;icon&#61;&#38;mode&#61;add</PageURL>
<Function></Function>
<FunctionRaw></FunctionRaw>
<SourceScriptName></SourceScriptName>
<CallStack>
TypeError&#58; Cannot read property &#39;selectedIndex&#39; of null&#10; at applychanges &#40;https&#58;&#47;&#47;zoology.crm5.dynamics.com&#47;Tools&#47;FormEditor&#47;Dialogs&#47;dlg_KMControl.aspx&#63;appSolutionId&#61;&#37;7b7184E13E-9552-E911-A994-000D3A81E194&#37;7d&#38;dType&#61;1&#38;datatype&#61;iframe&#38;editorType&#61;formEditor&#38;etc&#61;1&#38;icon&#61;&#38;mode&#61;add&#58;1360&#58;37&#41;&#10; at HTMLButtonElement.onclick &#40;https&#58;&#47;&#47;zoology.crm5.dynamics.com&#47;Tools&#47;FormEditor&#47;Dialogs&#47;dlg_KMControl.aspx&#63;appSolutionId&#61;&#37;7b7184E13E-9552-E911-A994-000D3A81E194&#37;7d&#38;dType&#61;1&#38;datatype&#61;iframe&#38;editorType&#61;formEditor&#38;etc&#61;1&#38;icon&#61;&#38;mode&#61;add&#58;1723&#58;1128&#41; </CallStack>
</ScriptErrorDetails>
<ClientInformation>
<BrowserUserAgent>Mozilla&#47;5.0 &#40;Windows NT 6.1&#59; Win64&#59; x64&#41; AppleWebKit&#47;537.36 &#40;KHTML, like Gecko&#41; Chrome&#47;73.0.3683.86 Safari&#47;537.36</BrowserUserAgent>
<BrowserLanguage>undefined</BrowserLanguage>
<SystemLanguage>undefined</SystemLanguage>
<UserLanguage>undefined</UserLanguage>
<ScreenResolution>1366x768</ScreenResolution>
<ClientName>Web</ClientName>
<ClienState>Online</ClienState>
<ClientTime>2019-03-30T10&#58;04&#58;33</ClientTime>
</ClientInformation>
</CrmScriptErrorReport>

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My registered Dynamic Trial version contains only Sales, missing work area contains entities such as Marketing, Service, Setting etc.

March 30, 2019, 7:58 am
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Hi, I want to learn Dynamic 365 CRM, so I registered a trial version, but after the process completed, I can only see "Sales", there is no way I can click to get the work area that contains other models such as : Marketing, Service, Account, Opportunity, Settings, etc.

Can anybody help me how to get all of them?

Thanks,

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Lookup filtering on ONLOAD

March 30, 2019, 8:05 am
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I am looking for a way to implement to lookup search based on logged in user team in ONLOAD.

I am still looking for a workaround, that can i get control in ONLOAD.

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Issue with multi-server (NLB) installation. Not working on second node.

March 30, 2019, 10:01 am
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Hello Experts,

We are trying to install a brand new on-premises Dynamics 365 CRM V9 installation. We have two servers clustered for Application and  two servers configured as ALWAYS ON Database Cluster.

App Server 1: APPSRV01

App Server 2: APPSRV02

App Cluster Name: APPSRV

DB Server 1: SQLDB01

DB Server 2: SQLDB02

DB Cluster Name: SQLDB

 

We successfully installed Dynamics CRM v9 (Full Server Installation) on APPSRV01 pointing to the DBCluster "SQLDB" as "create new database" and the installation completed successfully. We are able to access CRM using the URL http://APPSRV01

Then we went on installing the second server (Full Server Installation) on APPSRV02 pointing to the DBCluster "SQLDB" as "connect existing". We were following the instructions we found on the link below (though it was referring to CRM 2011)

https://us.hitachi-solutions.com/blog/network-load-balancing-microsoft-dynamics-crm-2011/

During the installation there was an error "Write Lock Failed, Abort / Retry". We shutdown the APPSRV01 and pressed Retry, the installation completed. But when we tried to access CRM via URL http://APPSRV02 we are getting the "Internal Server Error - HTTP Error 500.19". Please refer following image:

Any help will be appreciated.

The main question is are we right following the above instructions to install CRM on two servers pointing to the same database? Can we achieve high availability with this setup? If yes, what have we done wrong that we are encountering this error.

The CRM on the first server is still working fine and we are able to access it using the first URL: http://APPSRV01

PS: When we tried accessing the cluster URL (http://APPSRV) we are getting error (Error 500: Internal Server Error)

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