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Timeout for Code Activities Dynamics CRM 365 on prem.

We write code activities for Dynamics CRM in C# using the CRM SDK. After getting the OrganizationServiceProxy from the context we set its timeout to one hour like in the following code snippet.

 

IWorkflowContext context = codeActivityContext.GetExtension<IWorkflowContext>();

IOrganizationServiceFactory serviceFactory = codeActivityContext.GetExtension<IOrganizationServiceFactory>();

OrganizationServiceProxy service = (OrganizationServiceProxy)serviceFactory.CreateOrganizationService(context.UserId);

service.Timeout = new TimeSpan(1, 0, 0);

 

This worked well for us in the past years. But since update rollup ???? we experience that this timeout is in fact only around one minute long, which is often not enough for our operations. The operations themselves like create or update however are usually processed. The code activity just does not wait longer than a minute for its result.

 

Is this a new hard coded restriction of the Asynchronous Processing Service? Or can we configure this somehow?


Add a contact type to bulk records

Hi

I would like to add a contact type to multiple records ? can I bulk update the contact type on customer records?

thank you

Cant add contact types when editing using advanced find

Hi

I am getting the following error when try to edit contact types using advanced find?

Thank you

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Posts Feed in different language

Hi, 

For an unknown reason recently our English users when viewing either account, opportunity or any other entity which contains a Post feed, the language of the feed is in German or Dutch.  But the rest of the entities remain in English. (This occurs even when the account is in english)

Is there a way the language can be changed for a specific entity only?

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Dynamics 365 Approve Email is not working.

Hello All Experts.

I am having the Dynamics 365 Service Administrator as custom role ion office 365.

But i am not able to Approve the email for my mailbox.

can anyone help me in resolving in this.

Product Editable Grid

Hi All,

I have a requirement to add products on case form. I have created an entity for "Case Products". I need to have a grid to order a number of products per case.

Please let me know how we can add an editable grid to add products, description and quantity on case form same as we have for opportunity and quote products.

Thanks in advance!

Amrita

Workflow Timeout until DateTime not working.

Workflow that updates "New E-mail Field"

Hi,

I would like to create a Workflow, if a Case is new and an email has been incoming (A case is created automatically), I would like a custom field "New E-mail" to be updated that i've created. If we don't manage to answer to the Case, before they send another one, I would like to update the field. 

How would you achieve this?

Thank you!


CRM Integration

hi,

We have a custom Bot, which creates/ Updates a record in CRM through Web API(integration). Is there any way to know whether a change has occurred in the current record without refreshing the form. Auto reload function is also okay, but will i be able to implement an upload function on update of a record through integration.

What happens a users logs after the user has been removed?

Hi,

Can anyone tell me what happens to a Users logs once the user has been removed from Dynamics?

If she has worked on Leads or Opportunities, how can I check which she has worked on after she has been removed? Does her account revert to a generic 'System' account?

Thanks as always.

Data Migration tool

hi there,

I am trying to migrate some data so that the GUIDs are preserved between the two environments, I have managed to export the schema file using the tool and then import it to the source environment but when I checked the GUIDS of the records are different, I have followed those instructions https://www.powerobjects.com/blog/2018/08/27/microsoft-dynamics-365-crm-configuration-migration-tool/ but I have not exported the whole entity just the name field and id field, any ideas why the GUIDs are not the same?

many thanks,

Martyna

System.InvalidCastException: Unable to cast object of type 'System.Guid' to type 'Microsoft.Xrm.Sdk.EntityReference'.

QueryExpression query = new QueryExpression();
query.EntityName = "product";
query.ColumnSet.AllColumns = true;
query.Criteria = new FilterExpression();
query.Criteria.FilterOperator = LogicalOperator.And;
query.Criteria.Conditions.Add
(
new ConditionExpression("new_idproduct", ConditionOperator.Equal, document.Element("prestashop").Element("order").Element("associations").Element("order_rows").Elements().ElementAt(f).Element("product_id").Value)
);
EntityCollection entities = service.RetrieveMultiple(query);
if (entities.Entities.Count > 0) {
if (entitiespr[0].GetAttributeValue<EntityReference>("productid").Id.Equals(entities[0].Id))
{
f++;
}
}

Restrict Attachments in the notes Section of social pane

Hello,

I need to restrict users from attaching documents in the social pane. Is there any way to do this or is there a security permissions i can tweak to achiev this??

Thanks

Populate a field in Document Template in Dynamics CRM

I am trying to load a field in the Document Template. Below is my scenario

I have Contracts linked to Opportunity (N:1). There is a contact lookup field in the Opportunity

When I generated the Document Template, I selected all 1:N, N:1 & N:N relations, but I don't get the details of Contact field under new_Opportunity_new_contract (relation) 

In the Document Template of Contracts, I need to pull the Contact Name from the lookup field in Opportunity.

Is it possible to get that? 

If a record has an attachment, how can I grab the attachment and send it in an email via a workflow?

Hello,

If a record in CRM 2016 has an attachment tied to it, and now I want to grab that attachment and send it via email through a workflow, how can I do that?

Thank you.


Auto populated field depending on a view

I have two views 'Manufactures' and 'Clients' in the Account entity. Is it possible to fill the field 'customertypecode' by Manufacturer value if a new record is created from 'Manufactures' view? The same behaviour is expected for 'Clients' view.

Manufacturer and Client are values of option set which is assigned to 'customertypecode' field.

Bulk emails with attachment showing past due items

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

I am not able to see the option to mark my answer as verified

When i answer to my question that i asked. I am not seeing an option to mark it as verified. Any idea how can i mark my suggested answer as verified? 

When someone answers my question, i can mark it as verified. But if i answer my question i dont see the option to mark it. Please see attached image.

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Not able to select pivot table columns when exporting the records using Dynamic Pivot table option

Hi All,

I am using D365 9.1 version, when I am trying to export any entity records using Advanced Find, selecting the Dynamic Pivot Table option.

I always get the screen which doesn't allow me to pick the columns.

Please suggest if there is any workaround for this.

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Thanks,

Samhitha.

How to trigger a plugin so it closes all quotes when I press "close as lost" on opportunity?

Hi!

I want to close all quotes when I lose a opportunity. When do I trigger the plugin? I tried to run it on preValidation on lose for Opportunity. But then it says there is no target. I want to close it with code so that both the quote and the opportunity get the same status reason automatically.

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