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Browser specific behaviour [X] Close Button

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Dear reader,

On my custom form (an invoice form), I have a few defining fields and a webresource that shows the invoice report.

When I log in to Citrix, start Chrome and open this form, the most interesting/curious/annoying behaviour is shown. The Close button, the dark grey X in the upper right corner, only closes the form when the report is still loading. If it's finished loading, the Close button will make the report refresh. If I press it again during the refresh (so the report is loading again), the form closes.
I was expecting the form to close immediately on pressing of that button and not refresh the report.

There is no custom command defined for this button and (and this might be the most peculiar one) this behaviour isn't shown in Internet Explorer or Firefox. Even better, it's not shown outside of Citrix.

Any ideas what causes this?

Best regards,
Jeroen

(Dynamics CRM 2016, 8.1 on premise)


Get list of Accounts who don't have a specific product

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We use Contracts and Contract Lines in CRM. So when we want to know which Accounts own a specific product, we can easily use Advanced Find in Contract lines and specify which product we are targetting.

Now, what if we want to sell this product to all our Accounts who don't own this product? Is there a way to get this data directly from CRM?

So far, the only solution we found is export to Excel all our Accounts(1). Then export to Excel the list of Accounts who own the product(2). Then we cross-reference both lists in Excel.

Is there another way we could get the data without using Excel?

Alert dialog box with yes or no options in Dynamics 365

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Hi all,

I am very new to Java script and i am trying to develop a alert box with yes or no option

After filling the appointment form and saving it then an alert box must be displayed with the options yes / no

If user selects "yes" then appointment must be sent and if "no" dont send the appointment nor  save the record

Create SalesOrder from Quote filtering some rows

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Hi

I'm using Microsoft Dynamics CRM 2011.......

When User call the Create Sales Order button from a Quote, then the CRM creates a new Sales Order with same details (rows).

I want to filter some of these rows using plugins and C# (PreSalesOrderCreate?). For example: I want to exclude the rows which have a custom flag (Yes/No option set) "exclude" set to true.

Is there any method to do this?

Thank you very much

Matteo

Why do they have an Assign button?

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Why does the Assign button (which should be used) NOT FUNCTION and changing ownership via the lookup (which should be blocked) work?

How to set default value of a parameter if Dataset returns nothing in SSRS

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I've below FetchXML query for Dynamics CRM online. It returned the list of the users that exist in a team where current user is the Administrator. I've also set these values for Agents parameter. Now, I want to set the same parameter value as the current user if following query return nothing. Any idea to achieve this?

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
	  <entity name="systemuser">
		<attribute name="fullname" />
		<attribute name="title" />
		<attribute name="systemuserid" />
		<order attribute="fullname" descending="false" />
		<link-entity name="teammembership" from="systemuserid" to="systemuserid" visible="false" intersect="true">
		  <link-entity name="team" from="teamid" to="teamid" alias="bf">
		  <attribute name="administratorid" />
			<filter type="and">
			  <condition attribute="administratorid" operator="eq-userid" />
			</filter>
		  </link-entity>
		</link-entity>
	  </entity>
	</fetch>


Healthcare Accelerator App - where is Patient Insights

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We have installed the Healthcare Accelerator solution from the appstore here. In the appstore screenshots for the Patient 360 contact form, it shows a tab for Patient Insights. We do not see this tab in our instance. Can someone explain how to get these features shown below??

Minimum permission to run WebApi call from JS

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Hi all

can you please help me with the minimum permissions required to run a webapi call from JS file.

thanks,


Error during calling custom Action from API

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I get below error when i call custom action from API

{
"error": {
"code": "0x80040265",
"message": "Object reference not set to an instance of an object.",
"innererror": {
"message": "Object reference not set to an instance of an object.",
"type": "System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]",
"stacktrace": " at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, InvocationContext invocationContext, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, ExecutionContext executionContext, Dictionary`2 optionalParameters)\r\n at Microsoft.Crm.Extensibility.OData.CrmODataExecutionContext.Execute(OrganizationRequest request, ExecutionContext executionContext)\r\n at Microsoft.Crm.Extensibility.OData.CrmODataServiceDataProvider.ExecuteOperation(CrmODataExecutionContext context, EdmOperation edmOperation, Dictionary`2 parameters, Dictionary`2 boundParameters)\r\n at Microsoft.Crm.Extensibility.OData.ActionController.ProcessOperationRequest(String operationName, Dictionary`2 operationParameters, EntityReference entityReference, String boundEntityName, String boundEntityType)\r\n at Microsoft.Crm.Extensibility.OData.ActionController.<>c__DisplayClass9_0.<PostUnboundAction>b__0()\r\n at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties)\r\n at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func)\r\n at Microsoft.Crm.Extensibility.OData.ActionController.PostUnboundAction(String operationName, ODataUntypedActionParameters parameters)\r\n at lambda_method(Closure , Object , Object[] )\r\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.<>c__DisplayClass10.<GetExecutor>b__9(Object instance, Object[] methodParameters)\r\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ExecuteAsync(HttpControllerContext controllerContext, IDictionary`2 arguments, CancellationToken cancellationToken)\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Web.Http.Controllers.ApiControllerActionInvoker.<InvokeActionAsyncCore>d__0.MoveNext()\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Web.Http.Controllers.ActionFilterResult.<ExecuteAsync>d__2.MoveNext()\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Web.Http.Dispatcher.HttpControllerDispatcher.<SendAsync>d__1.MoveNext()"
}
}
}

Below is my code

public class CustomAction : CodeActivity
    {

        [Input("Entity Metadata Id")]
        public InArgument<string> MetadataId { get; set; }

        [Output("Entity Details")]
        public OutArgument<string> EntityInfo { get; set; }


        protected override void Execute(CodeActivityContext executionContext)
        {

             //Retrieve the id
            string accountId = this.MetadataId.Get(executionContext);

            //Create the tracing service
            ITracingService tracingService = executionContext.GetExtension<ITracingService>();

            //Create the context
            IWorkflowContext workflowContext = executionContext.GetExtension<IWorkflowContext>();
            IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
            IOrganizationService orgService = serviceFactory.CreateOrganizationService(workflowContext.UserId);
            var  output= new EntityInfo();

             //Get the Entity Metadata from the entityName
            var retrieveEntityRequest = new RetrieveEntityRequest
            {
                EntityFilters = EntityFilters.All,
                MetadataId = Guid.Parse(MetadataId.Get(context))
            };

            var entityResponse = (RetrieveEntityResponse)orgService.Execute(retrieveEntityRequest);
            var entityMetadata = entityResponse.EntityMetadata;
            var entityName = entityMetadata.LogicalName;
            output.EntityName = entityName;
            output.PrimaryIdAttributeName = entityMetadata.PrimaryIdAttribute;

             //Get the column name to be used to query the count of the entity.
            var columnName = string.IsNullOrEmpty(entityMetadata.PrimaryIdAttribute)
                ? entityMetadata.Attributes.FirstOrDefault()?.LogicalName
                : entityMetadata.PrimaryIdAttribute;

             //get the column Count
            output.ColumnCount = entityMetadata.Attributes.ToList().Count;


             //fetchXml to retrieve count of entity
            var entityCountXml =
                $"<fetch distinct='false' mapping='logical' aggregate='true'>" +
                $"<entity name='{entityName}'>" +
                $"<attribute name='{columnName}' alias='rowCount' aggregate='count'/>" +
                $"</entity>" +
                $"</fetch>";

             // Retrieving cases using fetchXml  
            var rowCount = 0;
            var result = orgService.RetrieveMultiple(new FetchExpression(entityCountXml));
            foreach (var c in result.Entities)
            {
                rowCount = (Int32)((AliasedValue)c["rowCount"]).Value;
            }

            output.RowCount = rowCount;
            var customColumns = entityMetadata.Attributes.Count(s => s.IsCustomAttribute != null && (bool) s.IsCustomAttribute);
            var systemColumns = entityMetadata.Attributes.Count(s => s.IsCustomAttribute != null && !(bool)s.IsCustomAttribute);

        }
    }


Verified exam dumps collections and Questions Answers

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Managing Microsoft Dynamics Implementations (Sure Step) methodology certification

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Hi all,

I searched for "Exam MB5-705 Managing Microsoft Dynamics Implementations" and the Microsoft site www.microsoft.com/.../exam-mb5-705.aspx inform "This exam has been retired".

Could anyone tell about the new/updated version for "Managing Microsoft Dynamics Implementations" (Sure Step) methodology, please ?

Thank in advance.

Where to see Unpublished entities

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(Created New solution) I have created entity and few fields but closed without publish.

Where can i see that entity and fields.

Please suggest

Add working days to a date

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I have a requirement to display the date which is 5 working days from the date I received an application. I have a field 'Received On', and 'Acknowledgment Due On'.

Working days are defined in legislation and do not include weekends, public holidays and the period between 25/12 and 2/1 each year.

I would like to achieve this without code if at all possible. Does anyone have any ideas? I have Googled for an answer but so far I have not come up with anything that I can repeat.

SSRS report - FetchXML - Dynamics 365 - attribute value

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In my fetchxml, I am joining a custom entity with accounts to pull some additional information. The values for standard attributes display fine, while values for custom attributes display "Microsoft.Xrm.Sdk.EntityReference". I checked with XRM toolbox fetchXML tester and it displays the value correctly. I am using VS 2015 with target server version as "SQL Server 2016 or later" and using report preview feature.

Business Rules on Quick Forms


OptionSetValue not set to an instance of an object

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Hello,

I am creating a plugin for Dynamics 365 using c#, however, I am facing issues using InArgument<OptionSetValue> I am referencing the correct entity and the correct field.

I get the value of the OptionSet as follows 

However, when I try to trigger any method on the OptionSetOne

I always trigger an error in Dynamics 365.

This is my form data and the UI of the Dynamics 365 obviously recognizes that there is a OptionSet.

Reporting issue with CRM server

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Hello,

kindly note that i need to move my CRM database and reporting services to new SERVER without move my CRM application.however i did the following steps:

1-backup the MSCRM and config database and restored them to new SQL server

2-Install data connector on the new server

3-lunch the deployment manager where the crm installed

4-Disabled the existing organization

5-update the properties:changed the SQL server IP and changed the report server's URL

6-enable the organization

so, when i finished all these steps i noticed that the new data are inserted to the new database successfully but  these new data are not showing in the reports!! and the data showed by the reports are from the old sql server

-please note i checked the connection string on the new report server

Advise please if i missed any step

Best regards,

Message: The detail cannot be updated because the parent is not editable.; [Microsoft.Dynamics.Sales.Plugins: Microsoft.Dynamics.Sales.Plugins.PreOperationSalesOrderLineCreate]

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I have a plugin that create salesorder and add salesorderdetail for the salesorder , it worked fine but now this plugin throw this error 

Message: The detail cannot be updated because the parent is not editable.; [Microsoft.Dynamics.Sales.Plugins: Microsoft.Dynamics.Sales.Plugins.PreOperationSalesOrderLineCreate] 

we are trying to update the "Is Searchable" flag on a field. Via a .Net application but unable to find any documentation

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Hi All,

i am trying to update "Is Searchable" flag programmatically.  

Through the UI, i can set it :

but i cannot change it via SDK.

RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
            {
                EntityLogicalName = Account.EntityLogicalName,
                LogicalName = "	accountratingcode",
                RetrieveAsIfPublished = true
            };

            RetrieveAttributeResponse attributeResponse =
                        (RetrieveAttributeResponse)_serviceProxy.Execute(attributeRequest);

            Console.WriteLine("Retrieved the attribute {0}.",
                        attributeResponse.AttributeMetadata.SchemaName);

            AttributeMetadata retrievedAttributeMetadata =
                        attributeResponse.AttributeMetadata;
            retrievedAttributeMetadata.IsSearchable = true;

            // Update an attribute retrieved via RetrieveAttributeRequest
            UpdateAttributeRequest updateRequest = new UpdateAttributeRequest
            {
                Attribute = retrievedAttributeMetadata,
                EntityName = Account.EntityLogicalName,
                MergeLabels = false
            };

            // Execute the request
            _serviceProxy.Execute(updateRequest);


but it says:  

Error CS0200 Property or indexer 'AttributeMetadata.IsSearchable' cannot be assigned to -- it is read only

Can someone help me? i did not find any related doc!

Changing Order In Quick Create Menu

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Hi,

Is it possible to change the order of the entities viewed in the quick create ribbon?

Currently it starts with Activities, then lists all the entities available for Quick Create in alphabetical order.

Regards

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