In coming up with a novel solution to solve another long-standing CRM issue (not being able to use variables in subgrid views), I'm using out of the box N:N relationships and subgrids on the account and contact entities along with some other rudimentary wizardry to associate and disassociate records (cases, opportunities, orders, quotes) created within the context of 1:N relationships. It's working great - now I can see Orders related to Accounts across multiple relationships in a single N:N subgrid.

My issue is that the + Add New button isn't displayed in the UCI when selecting Only Related Records, and using the +New option in the Add Existing pane fails to preserve any relationship mapping. See Below:

Adding new in the legacy/web interface:

1 - Click +New from the N:N Accounts:Salesorder subgrid

2 - The Account gets populated on the resulting Salesorder record:

Adding new in the UCI:

1 - Click Add Existing from the subgrid

2 - Click +New on the Add Existing pane

3 - The new record has no relationship mapping 

So the question is - how do we either 1) enable the AddNewStandard button on N:N subgrids in the UCI OR 2) preserve the relationship mappings when creating a new record through the Add Existing route? I've been poking around in Ribbon Workbench and can't seem to make any progress.

Hi Team,

we have a javascript ajax from CRM portal webpage but this is not working on edge browser. it works fine in edge insider (chromium) or chrome.

on edge browser the ajax call keeps running for ever and never completes, is this a known behavior or anything to be done.

the ajax call in Javascript looks below:

$.ajax({
url: queryURL + methodName,
async: false,
type: 'GET',
dataType: 'jsonp',
accepts: "application/javascript",
contentType: "application/json; charset=utf-8",
xhrFields: {
withCredentials: true
},

Regards,

Ranjith

Using the classic UI or advanced find, creating a plugin on RetrieveMultiple of savedquery and removing views from the OutputProperties will filter out the list of available views. However in UCI, I am not able to get this plugin to fire at all. There are no events showing in the plugin trace log. Is there a way to accomplish filtering the list of available views using plugins in UCI? I am aware that model apps let you define a fixed set of views but in my case I need to follow a complex set of rules that need to be calculated per user.

We are trying to automate the process of currency update in regards to price list changes, the idea being that we update the exchange rate (under defined currency) and it automatically updates all products associated with that currency according to the price list rule.

So we basically have only one catalogue of products created in a Euro price list, thats automatically converted to e.g. USD and GBP in their respective price lists. Is that possible? Today we manually add amount for each price list with each their currency (see attached image).

Hello,

I want to have a database copy of MSCRM database with only scheme (I don't want any customer information in the database) . What will be the best way to achieve it other than bulk delete? 

We are on On premise 2015 version of CRM

Thank you!

So I have 2 entities: Cases and Appointments (a customized activities that is associate with a unique case).

I want to create a workflow that check the cases in the system. If any case meets a certain requirement then add its detail into a given appointment. However, as the appointment is associate with a unique different case X, I don't know how to add details or apply conditions from the cases being checked. 

I thought about making X the parent case of the cases I want to check but it doesn't seem to help. 

I'm new to this, so any suggestion would be appreciated.

Importing an organization from a version 8.2.1.176 on-premises deployment into a version 9.0.8.9 on-premises deployment fails with the exception in yellow below, but only in STAGE environment. That is, a backup of the same organization database from a few days prior was successfully imported into a single server version 9.0.8.9 on-premises deployment. 

Troubleshooting steps so far:

Read through all v9 upgrade posts on https://community.dynamics.com and https://d365ug.connectedcommunity.org/crmug

Based on that reading, I noticed that there are orphaned fulltext indexes on these tables but without a corresponding fulltext catalog record -  DocumentIndex, BusinessDataLocalizedLabelBase, and MultiSelectAttributeOptionValuesBase. 

Also, the suggestion was made to upgrade the existing version 8 deployment before importing those orgs into a version 9 environment which we would like to avoid if possible, especially since there's no guarantee of that working and it's relatively high risk.

I also opened a ticket with Microsoft but don't expect much after 3 days of silence.

Any help would be greatly appreciated.

Source deployment/organization: Multi-server deployment + SQL Loaded Balanced, no custom plugins or web resources;  Version 1612 (8.2.1.176) (DB 8.2.1.176) on-premises

Target deployment/organization: Multi-server deployment + SQL Loaded Balanced; Version 1612 (9.0.8.9) (DB 9.0.8.9) on-premises

Specific Error:

08:42:23| Info| CrmAction execution time; InstallOtherCRMSolutionsAction; 00:00:09.1892987
08:42:23| Info| Executing Install action: Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction
08:42:23|Verbose| Retrieving database base language code Data Source=MSERVER\AGINST2;Initial Catalog=MFAILUREDB_MSCRM;Integrated Security=True;Enlist=False;Connect Timeout=150;Application Name=MSCRMmmc;Workstation ID=MWORKS.mmc ...
08:42:23| Info| Database base language code: 1033.
08:42:23|Verbose| Begin: Check if CRM Solutions are installed Data Source=MSERVER\AGINST2;Initial Catalog=MFAILUREDB_MSCRM;Integrated Security=True;Enlist=False;Connect Timeout=150;Application Name=MSCRMmmc;Workstation ID=MWORKS.mmc
08:42:23|Verbose| End: Check if CRM Solutions are installed isXrmOrg = False
08:42:23| Info| Applying latest dbUpdates to organization. Id=XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX, UniqueName=MFAILUREDB, langCode=1033
08:42:23| Info| Executing: action Microsoft.Crm.SE.DatabaseActions.dll:RegisterTransition with id 00000000-0000-0000-0000-0000000000ff of type DllMethod to Register that a database transition is occurring.
08:42:23| Info| Register that a database transition is occurring
08:42:23|Verbose| DatabaseAction execution time; Microsoft.Crm.SE.DatabaseActions.dll:RegisterTransition; 00:00:00.0156255
08:42:23| Info| Executing: action SetDefaultSchema.sql with id 00000000-0000-0000-0000-0000000000ff of type SqlScript to Sets current users default schema to dbo..
08:42:23| Info| Sets current users default schema to dbo.
08:42:23| Info| Did not detect single user -- not clearing pool
08:42:23|Verbose| DatabaseAction execution time; SetDefaultSchema.sql; 00:00:00.0156246
08:42:23| Info| Executing: action SetDefaultForExternalPartyOrgSettings.sql with id 5eaada5c-45ef-4162-8d81-6053653f69c4 of type SqlScript to Update ExternalPartyEnabled organization settings to default XML string...
08:42:23| Info| Executing: action Microsoft.Crm.SE.DatabaseActions.dll:DisableCacheSharing with id 00000000-0000-0000-0000-0000000000ff of type DllMethod to Disable shared caching.
08:42:23| Info| Disable shared caching
08:42:23|Verbose| DatabaseAction execution time; Microsoft.Crm.SE.DatabaseActions.dll:DisableCacheSharing; 00:00:00.0156250
08:42:23| Info| Executing: action Bin\Microsoft.Crm.Setup.DiffBuilder.dll:Pass2 with id 656d7036-6ca0-4280-828f-3e7e9b08834b of type DllMethod to Metadata xml upgrade: pass 2.
08:42:23| Info| Executing: action Bin\Microsoft.Crm.Setup.DiffBuilder.dll:RegenerateAllViews with id c013f4df-104a-4f51-8eb5-524b2ff7fea5 of type DllMethod to Upgrading the views in the MSCRM database.
08:42:23| Info| Executing: action Bin\Microsoft.Crm.Setup.DiffBuilder.dll:FlushCaches with id b0f23885-3053-4a98-af66-2a9eb6c26f68 of type DllMethod to Reset metadata cache.
08:42:23| Info| Executing: action PreProcessSdkMessageProcessingStepsForArcSlaPlugins.sql with id 436968d0-8edc-4fde-9c30-8e9c40bf0eb4 of type SqlScript to Updates ARC,SLA related plugin records created by customers with values for SolutionId and customizationLevel attributes as system solutionId and 0 respectively.
08:42:23| Info| Executing: action Bin\Microsoft.Crm.SE.DatabaseActions.dll:Execute with id 24685d9f-0fa2-4543-a56a-cd47538dc133 of type DllMethod to Delete old SDK messages from system..
08:42:23| Info| Executing: action PostProcessSdkMessageProcessingStepsForArcSlaPlugins.sql with id bbd5fd4d-cea7-46f8-b1cb-e0487b183c3a of type SqlScript to Updates ARC,SLA related plugin records created by customers with default values for SolutionId and customizationLevel attributes.
08:42:23| Info| Executing: action Bin\Microsoft.Crm.SE.DatabaseActions.dll:Execute with id c0860c9d-3d58-46a9-9bf9-03ccaeccdb7d of type DllMethod to Delete old Ribbon components from system..
08:42:23| Info| Executing: action Bin\Microsoft.Crm.Setup.DiffBuilder.dll:UpgradeSystemAndMetadataDiffIndexManagementDataWithDelete with id 343934bb-b5c9-4d63-ba3c-21fb63b0eae0 of type DllMethod to Diff indexes with delete for upgrade.
08:42:23| Info| Diff indexes with delete for upgrade
08:42:27| Info| Deleting standard index Name='PK_topicmodelBase'
08:42:27| Info| Action Bin\Microsoft.Crm.Setup.DiffBuilder.dll:UpgradeSystemAndMetadataDiffIndexManagementDataWithDelete with id 343934bb-b5c9-4d63-ba3c-21fb63b0eae0 of type DllMethod to Diff indexes with delete for upgrade failed on attempt 2. Retrying in 30 seconds. Exception: Exception has been thrown by the target of an invocation.
08:43:00| Info| Deleting standard index Name='PK_topicmodelBase'
08:43:00| Info| Action Bin\Microsoft.Crm.Setup.DiffBuilder.dll:UpgradeSystemAndMetadataDiffIndexManagementDataWithDelete with id 343934bb-b5c9-4d63-ba3c-21fb63b0eae0 of type DllMethod to Diff indexes with delete for upgrade failed on attempt 3. Retrying in 30 seconds. Exception: Exception has been thrown by the target of an invocation.
08:43:33| Info| Deleting standard index Name='PK_topicmodelBase'
08:43:33| Error| Applying database updates to organization with name = MFAILUREDB Id=XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX failed with Exception:
Microsoft.Crm.CrmException: Error in Action: Bin\Microsoft.Crm.Setup.DiffBuilder.dll:UpgradeSystemAndMetadataDiffIndexManagementDataWithDelete on attempt 3. System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: The constraint 'PK_topicmodelBase' is being referenced by table 'TopicModelExecutionHistoryBase', foreign key constraint 'topicmodel_topicmodelexecutionhistory'.
Could not drop constraint. See previous errors.
at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction)
at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)
at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady)
at System.Data.SqlClient.SqlCommand.RunExecuteNonQueryTds(String methodName, Boolean async, Int32 timeout, Boolean asyncWrite)
at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(TaskCompletionSource`1 completion, String methodName, Boolean sendToPipe, Int32 timeout, Boolean& usedCache, Boolean asyncWrite, Boolean inRetry)
at System.Data.SqlClient.SqlCommand.ExecuteNonQuery()
at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command)
at Microsoft.Crm.CrmDbConnection.<>c__DisplayClass106_0.<InternalExecuteNonQuery>b__0()
at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func)
at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func)
at Microsoft.Crm.Metadata.IndexAndConstraintManagementService.ExecuteDropIndexOrConstraintInSqlIfExists(DropIndexData dropData, IDbCommand command, ISqlExecutionContext sqlContext)
at Microsoft.Crm.Metadata.IndexAndConstraintManagementService.DropIndexOrConstraintInSqlIfExistsInternal(DropIndexData dropData, ISqlExecutionContext sqlContext)
at Microsoft.Crm.Metadata.IndexAndConstraintManagementService.DropIndexesFromSQLByIndexIds(List`1 indexIds, ISqlExecutionContext sqlContext)
at Microsoft.Crm.Metadata.SqlStandardIndexHandler.DeleteIndexes(IIndexDiffManager indexDiffManager, ISqlExecutionContext sqlContext)
at Microsoft.Crm.Metadata.SqlStandardIndexHandler.ProcessIndexDiffManagerData(IIndexDiffManager indexDiffManager, IIndexMetadataProvider metadataProvider, ISqlExecutionContext sqlContext, Boolean processDeletes)
at Microsoft.Crm.Setup.IndexAndConstraintUpgradeService.UpgradeIndexManagementData(String metadataXmlPath, Boolean processDeletes, Boolean systemIndexesOnly, Boolean useMetadataDiffs)
at Microsoft.Crm.Setup.IndexAndConstraintUpgradeService.UpgradeSystemAndMetadataDiffIndexManagementDataWithDelete(String metadataXmlPath, String targetVersion)
--- End of inner exception stack trace ---

Source config: Full-text search for Quick find = Disabled; Quick Find - Select Entities for Search = Account, Treaty, Amendment, Miscellaneous, LOI, UserDefEntity, Contact, User

I have exported a solution from one tenant and trying to import it into another tenant. But I'm getting the error:

 Microsoft.Crm.CrmException: Attribute import: FormulaDefinition file is missing from import zip file: FileName: /Formulas/devs_itemamount_ldp-devs_total_ldp.xaml.

Does anyone know how to resolve this error?

Hi,

i have a doubt regarding reports. When to use FetchXml reports and When to use SSRS reports..?

Regards,

Chaitanya

Accounts are setup in system settings as an entity for quick find

in the quick find view for accounts, accountnumber is selected as a find column

When we enter in and account number into the global quick find view (top of the screen) no results are retured. but when we run and advanced find using the same account number, the account is found.

What could I be missing here?

Hi, i have requirement to create email in CRM using C#. 

The following is a piece of code used to get the list of recipients.

for (int iusr = 0; iusr < dtableUserQuality.Rows.Count; iusr++)
{
systemuserid = Guid.Empty;
systemuserid = new Guid(dtableUserQuality.Rows[iusr][0].ToString());
QueryExpression to_query = new QueryExpression("systemuser");
to_query.Criteria = new FilterExpression();
to_query.Criteria.AddCondition("systemuserid", ConditionOperator.Equal, systemuserid);
to_query.ColumnSet = new ColumnSet(true);

EntityCollection to_colect_email = _service.RetrieveMultiple(to_query);


toUserParty.EntityName = "systemuser";

foreach (Entity to_ent_email in to_colect_email.Entities)
{
string fullname = to_ent_email.GetAttributeValue<String>("fullname");



Entity fromParty = new Entity("activityparty");
EntityReference userParty = new EntityReference("systemuser", to_ent_email.Id);

fromParty.Attributes.Add("partyid", userParty);

toUserParty.Entities.Add(fromParty);

}
}

if (toUserParty.Entities.Count > 0)
{
email.Attributes.Add("to", toUserParty);
}

The email created succesfully, however the code allowed duplicate user exist in the recepients list. 

how to prevent users already in the recipient list from being duplicated.

Thanks

Hi,

can you please explain how to resolve the Tracked email encoding issue.

Hi,

I have a costumer that choose unsubscribe on one of our surveys.

The costumer now changed her mind and would like surveys from us.

How do I change unsubscribe to subscribe?

Regards

Mike

When I want to search and add project when I want to add/edit case on Customer Self-Service portal I am getting this error. Don't know how to add required permission, but I am sure I have added all permissions. 

I have Case entity: want to trigger custome workflow on change of owner field which sends one email to updated owner.

flow of entities are as follows :

Entity A(have subgrid of entity B)->Entity B(Have subgrid of related activities)-> Related activities(Appontments)

1) Entity A
1) having owner field: on change of this need to send email
2)has subgrid of entity B records

2)Entity B
->StepFiled(lookup)
->Status Field(Lookup)

email should get trigger based on following condition:

-->select last modified record Entity B subgrid where we have step == "value 1" and Status="value 1" 0r Status="value 2" or Status="value 3" for Entity A record

-->for this record we have related appointments -> we need to select last modified appointment --> then from this appointment we need to display some fields infromation in mail.

Hi All,

I have to set one field with default value onload of form we can do with single line of code using javascript or by setting default value , but while importing record from excel file the value which is present in the file it should set, not the value we are setting with javascript.

How can we achieve this ?

Thanks,

Jharana

I have implemented the Localization solution that Scott Durow documents here:

community.dynamics.com/crm/b/develop1/posts/multi-language-lookups

I have all my plugins created and appear to be working on the Retrieve and RetrieveMultiple events.

My Name field contains the english and french values seperated by a comma. I have two custom fields nameen and namefr
Name: Academic Preparation , Academic Preperation (FR)
Nameen: Academic Preparation
Namefr : Academic Preperation (FR)
Below I have an entity A that has a relationship to Activity Category, here is the lookup for Activity Category on the Form for Entity A.

Instead of showing the Nameen or the Namefr values, its showing the Name value.

However: When I try to filter the results I get the correct results. Here is the filter when my user settings is set to English.
As you can see, the lookup displays the NameEN values.

Here is what happens when I switch my user settings to the French Language.
It displays the NameFR values.

Also, how do I get all Views to display the NameEN or NameFR instead of the Name field?
This doesn’t appear be triggering any Retrieve or RetriveMuliple event.

Any help would be greatly appreciated.

I need to fetch child entities along with the SUM of a field 'amount' from all child records (of a particular parent record). For E.g. If there are 3 child records for a parent record, so need to have SUM of all 3 different amount values of each child record. Also, the SUM needs to be calculated for the child records where it meets certain criteria. I already tried adding aggregate along with filter condition (so that my aggregate would be applicable on filtered records only), but it did not work. Please suggest.

TIA.

On Phone call form, i would like to place 2 buttons : Phone call, Appointment. On-click of phone call button, a new phone call form needs to open with subject populated from previous screen (same applies to appointment). I added the buttons but not able to pass the values between the forms. Please suggest a solution.

Hello

Sholud we know who created custom view on entity in MS Dynamics CRM 365?

if yes then how?

Thanks & regards