Hi, I'm new in Dynamics CRM.
I'm getting CORS specification error on opening of entity forms on my pc, but another users do not have it:
I just enabled Access data source across domains in IE, but still get an error.
Does anybody know how to fix it?
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Cors specification error
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CRM Outlook Plugin Install Error "There is a missing Windows update on this system"
Hi, we are on CRM 2016 on Premise version 8.2. We just upgraded a user workstation to Windows 10. When trying to install Outlook CRM 2016 plugin 64 bit version, we got an error:
"There is a missing Windows update on this system. This update is necessary to run the configuration wizard for Microsoft Dynamics 365 for Outlook. Please follow the Help link to download and install the update."
We clicked the Help link which is on here: https://support.microsoft.com/en-us/help/4341501/there-is-a-missing-windows-update-on-this-system-this-update-is-necess
Basically the resolution is to install a Windows update, but it's specific only to Windows 8, which does not work in our situation because the user's machine is Windows 10.
Any suggestion to fix this issue in Windows 10? Or is there a Windows update for Windows 10 only?
Thanks -tri
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Missing assign privilege on parent entity when updating child entity
Using CRM 2016 on premise v 8.0.1.97
During a post update operation on a child entity where a date field is entered, in some cases we will also update the parent entity (two option set fields for a state and status). The owner field of the parent entity is not being updated in the UI. However, it seems with CRM 2016 an update to the parent seems to also make an ownership change - in this case from owner A to owner A. The issue is that the user does not have the assign privilege even though ownership is not really being changed to a different user.
We don't want to grant assign privilege to the user or the security role these users typically have.
Updating the child record with sys admin with auditing on I can see the owner update takes place . In 2011 performing the same operation there is no owner update in the audit history.
Any suggestions to work around this ?
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CRM V9 on-premise: Unable to install SRs Data Connector (Reporting Services Extension)
Hello Experts,
We have the following setup on Azure.
CRMSRV: Windows Server 2016 DC Edn, Domain Controller, CRM Application Server
CRMDB: Windows Server 2016 DC Edn, SQL Server 2017 Database and Reporting Services, CRM DB Server
CRM is up and running.
Trying to install SRS Data Connector, which came along with the CRM v9 installer package, on the DB Server. During installation after selecting the DB Server the SSRS instance is blank. When checked install logs, the following warning was found:
21:23:54|Warning| Could not find a local RS instance corresponding to the reporting url http://crmdb/reportserver for organization D365V9
When we tried with similar setup on local servers it is the same. Is there any known issues with V9 Reporting Services Installation?
Any help will be appreciated.
Regards
AbD
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Can we use Work Order entity out of box in the Microsoft Teams just like Accounts and Contacts etc?
Can we use Dynamics 365 productivity bot to open work orders through Microsoft Teams?
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Missing Associated Records icon on Subgrid
Hello everyone!
I'm having a curious issue with a subgrid on one of our records. The subgrid is located on a "Shipment" record, and contains Email activity records regarding that particular shipment. The 'Create' icon is present, but the Associated Records icon is not.
The Shipment entity has the proper 1:N relationship to the Email entity:
However, Email does not appear in the Relationship Explorer on the Form editor, so I can't add it the the Navigation. I've noticed this is a similar issue to Tasks as well.
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Workflow triggering multiple times.
I have a workflow set to activate on the update of a field. In the first line of the workflow, a condition checks that field for the value I want. I've validated that the Audit History shows that the field I'm looking for changes multiple times, but only changes to the value I'm seeking once. However, when I go and look at the system processes, the workflow is triggered multiple times and gets PAST the conditional check that (even if the workflow runs more than once) should ONLY pass the condition one time.
Is there a known issue with workflows configured to react to field changes?
Audit History:
Workflow conditional step, workflow is configured to wait a specified amount of time before continuing.
Three duplicate system processes. All three successfully passed the above conditional step.
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Plugin's Target missing attributes
Hello,
I have an entity called Student with two attributes - an OptionSet field called Status and a Lookup field called Faculty.
On a record update (Post-Op) I'd like to trigger a plug-in whenever the Status changes to a certain value.
The record to be updated has a Faculty attached to it already.
My code is as follows -
Entity studentTarget = context.InputParameters["Target"] as Entity;
new_student student = studentTarget.ToEntity<new_student>();
if (student.Contains("new_faculty") && student.new_Faculty != null && student.new_Status.Value == 3)
{
// some logic
}But the Faculty attribute returns null.
P.S. When registering a new step to the plug-in , in Filtering Attributes, I included both Faculty and Status attributes.
What could be the problem here?
Is it because the Faculty doesn't change that the attribute returns null? If so, how can I resolve this problem?
Thank you
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Dynamics 365 IOS mobile SDK
Hello everyone,
We have Dynamics on-premise and migrating to cloud soon and also allowing the users to use our customised Dynamics using the Dynamics 365 IOS application.
We are using Tricentis Tosca (Test automation tool) and it requires IOS project file (Dynamics 365 sdk) to perform the mobile interface testing using the Xcode. Just wondering if anyone can help to find out a location where I can find the latest version of the IOS mobile SDK. I found this URL on the web but it looks like it hasn't been updated for 3 years.
https://github.com/DynamicsCRM/crm-mobilesdk-library-for-ios
Thank you in advance for all your help.
Regards,
Prakash
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InvalidPluginExecutionException - Need to show the custom message
I need to show the error message while save the record from UI through plugin. I registered the Plugin in Pre-Operation.
I used throw new InvalidPluginExecutionException("custom message here"). But its showing the Error details along with the custom message.
Now I need to show only Custom message and don't want to show the error details in the alert. How can I achieve this?
TIA
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Reduce the height of the section in UCI
Hi,
I've added a web resources in the section the of the form but I can't adjust the height of the section. I have tried to remove the height through the unsupported way by using jQuery but it isn't working below the screenshot of the section that I am trying to remove.
And here is the jQuery I've tried,
function resizeIframe(){
debugger;
setTimeout(function() {
headerFlagsResize();
}, 1500);
}
function headerFlagsResize() {
debugger;
$("section[data-id=tab_12_section_8]").css('height', '12px');
}
Thanks.
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Dynamics CRM 2016 Excel Import Issue
Hi All,
My client is using Dynamics CRM 2016 version On-Premises. While importing appointments in CRM using excel, we are getting unexpected results. Some of the appointments (customized entity) are getting updated from the excel sheet which gets imported successfully in CRM, but few fields remain as they were earlier. Please note there are no failures or error message while import. What could have been probable reason behind it?
Any pointers will be helpful.
Thanks in advance.
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Import Issue
Hi All,
My client is using Dynamics CRM 2016 version On-Premises. While importing appointments in CRM using excel, we are getting unexpected results. Some of the appointments (customized entity) are getting updated from the excel sheet which gets imported successfully in CRM, but few fields remain as they were earlier. Please note there are no failures or error message while import. What could have been probable reason behind it?
Any pointers will be helpful.
Thanks in advance.
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Custom field value not getting updated
I have created a plugin with message as send (Post condition), setEntity(Post condition) and SetStateDynamicEntity(Pre-condition) with primary entity as Email. When user send an email with or without attachment, i retrieved the actualEnd date from the email entity and update in the opportunity custom field as Last activity. It working fine in Non-prod environment, when we go for production it was not working. Please any one tell me what is the reason for this issue. And also please suggest me is there any outoffbox functionality to track the last activity date in the opportunity custom field.
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Upload Documents to SharePoint from Dynamics CRM Plugin without putting credentials of SharePoint
Hello friend,,
I have to Upload Documents to SharePoint from Dynamics CRM Plugin, but i don't want to put credentials of SharePoint.
I have configured SharePoint inside Dynamics CRM.
Please suggest me.
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Open the SharePoint document in a new window from the CRM Portal
Hello everyone,
I have a form in D365 CRM Custom portal that is showing up the list of SharePoint documents associated with the selected contact record.
Now, when I click on the Document link. It gets downloaded directly. But, I want to first see that document in preview mode and then if interested only then I would like to download it.
Is this possible? Is there any 3rd party tool that could help me to achieve this requirement? Or any other solution?
Thanks.
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Regarding Subgrid count
Hello Sir,
I have a product subgrid on lead form and I have written a javascript code to count number of products present in subgrid .
My code :
function SelectProductFamily_OnLoad(executionContext) {
// debugger;
var formContext = executionContext.getFormContext();
var formType = formContext.ui.getFormType();
setTimeout(function () {
debugger;
if (formContext.getControl("productsubgrid") != undefined && formContext.getControl("productsubgrid") != "") {
var leadCount = formContext.getControl("productsubgrid").getGrid().getTotalRecordCount();
// alert(leadCount);
var x = parseInt(leadCount);
if (formType == 2 && x == 0) {
formContext.ui.setFormNotification("Please Add Product Family.", "ERROR", "1");
}
else {
formContext.ui.clearFormNotification("1");
}
};
}, 2000);
}
it works but when after save and agin load the lead it shows message : "Please Add Product Family."
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can i add popup to advanced find
Hi,
I want to show a warning message when advanced find open, pop up or something like that.
Can i do that? do you have any suggestion for me?
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BarLabelStyle=Left not working in bar chart
Hi together,
I was creating a bar chart with the help of the Advanced Chart Editor from the XrmToolBox for a sales dashboard.
Everything's fine, but the BarLabelStyle=Left doesn't work as it should.
I've got two series. The first one shows the value in correct position, the second should be left, but it doesn't stay left.
The phenomenon is: when I increase the width, the shown value jumps to the left where it should be from the beginning.
Here are two screenshots:
Does anybody have any idea how to fix this?
Best regards
Mick
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Javascript data access best practice methods
Hi,
I am new to Java scripting in CRM, have done a couple of web resource using XRM model earlier.
Now that MS is depreciating XRM and replacing it with formContext, and the REST API tool, I am bit lost.
Please can I know which is the best of all going forward, and the best place to start in relevance to CRM if you know.
Thanks in advance.
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