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Dynamics and SharePoint Integration

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Hi all,

I don't usually post on here, however we have renewed a self-signed cert on our Dynamics Application Server and are attempting to run the CertificateReconfiguration script with the export of the updated certificate and are running into issues.

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Set-CrmCertificate : The remote server returned an error: (400) Bad Request.
At C:\Program Files\Microsoft Dynamics CRM\tools\CertificateReconfiguration.ps1:198 char:3
+         Set-CrmCertificate -CertificateType $certificateType -DataFile $script:tempPub ...
+    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    + CategoryInfo          : InvalidArgument: (Microsoft.Crm.P...rtificateCmdlet:SetCrmCertificateCmdlet) [Set-CrmCer
   tificate], WebException
    + FullyQualifiedErrorId : CRM Deployment Cmdlet Error,Microsoft.Crm.PowerShell.SetCrmCertificateCmdlet

[11/14/2019 14:56:38]  The remote server returned an error: (400) Bad Request.
[11/14/2019 14:56:38]  Fail to configure Microsoft Dynamics CRM to use the specifed certificate.

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Is this meant to update the certificate in the db.Certificates table (designated as the S2STokenIssuer?  Have tried to find something on the internet for best guidance on changing the Certificate in MMC, then updating SharePoint integration - any ideas will be welcome.

Just to mention we are using on-premise solutions, not cloud.


organization not reachable after updated to 0.10 Dynamics 365 9.0

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strange 

yesterday i tried to update to Service Update 0.10 for Microsoft Dynamics 365 9.0

https://support.microsoft.com/en-in/help/4521749/service-update-0-10-for-microsoft-dynamics-365-9-0

after the update i got a broken CRM, organizations where not reachable anymore and got the following error in the eventviewer. similar error also in IIS and browser.

does anyone have the same issue?

Event code: 3008
Event message: A configuration error has occurred.
Event time: 13-11-2019 21:26:54
Event time (UTC): 13-11-2019 20:26:54
Event ID: 97101f06f93145eda80ced7dcfbb4e42
Event sequence: 1
Event occurrence: 1
Event detail code: 0

Application information:
Application domain: /LM/W3SVC/1/ROOT-1-132181503947853109
Trust level: Full
Application Virtual Path: /
Application Path: C:\Program Files\Dynamics 365\CRMWeb\
Machine name:

Process information:
Process ID: 1240
Process name: w3wp.exe
Account name: CONTOSO\SVC_CRM

Exception information:
Exception type: ConfigurationErrorsException
Exception message: Could not load file or assembly 'Microsoft.IdentityModel.Clients.ActiveDirectory, Version=2.21.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)
at System.Web.Configuration.CompilationSection.LoadAssemblyHelper(String assemblyName, Boolean starDirective)
at System.Web.Configuration.CompilationSection.LoadAllAssembliesFromAppDomainBinDirectory()
at System.Web.Configuration.CompilationSection.LoadAssembly(AssemblyInfo ai)
at System.Web.Compilation.BuildManager.GetReferencedAssemblies(CompilationSection compConfig)
at System.Web.Compilation.BuildManager.GetPreStartInitMethodsFromReferencedAssemblies()
at System.Web.Compilation.BuildManager.CallPreStartInitMethods(String preStartInitListPath, Boolean& isRefAssemblyLoaded)
at System.Web.Compilation.BuildManager.ExecutePreAppStart()
at System.Web.Hosting.HostingEnvironment.Initialize(ApplicationManager appManager, IApplicationHost appHost, IConfigMapPathFactory configMapPathFactory, HostingEnvironmentParameters hostingParameters, PolicyLevel policyLevel, Exception appDomainCreationException)

Could not load file or assembly 'Microsoft.IdentityModel.Clients.ActiveDirectory, Version=2.21.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)
at System.Reflection.RuntimeAssembly._nLoad(AssemblyName fileName, String codeBase, Evidence assemblySecurity, RuntimeAssembly locationHint, StackCrawlMark& stackMark, IntPtr pPrivHostBinder, Boolean throwOnFileNotFound, Boolean forIntrospection, Boolean suppressSecurityChecks)
at System.Reflection.RuntimeAssembly.InternalLoadAssemblyName(AssemblyName assemblyRef, Evidence assemblySecurity, RuntimeAssembly reqAssembly, StackCrawlMark& stackMark, IntPtr pPrivHostBinder, Boolean throwOnFileNotFound, Boolean forIntrospection, Boolean suppressSecurityChecks)
at System.Reflection.RuntimeAssembly.InternalLoad(String assemblyString, Evidence assemblySecurity, StackCrawlMark& stackMark, IntPtr pPrivHostBinder, Boolean forIntrospection)
at System.Reflection.RuntimeAssembly.InternalLoad(String assemblyString, Evidence assemblySecurity, StackCrawlMark& stackMark, Boolean forIntrospection)
at System.Reflection.Assembly.Load(String assemblyString)
at System.Web.Configuration.CompilationSection.LoadAssemblyHelper(String assemblyName, Boolean starDirective)

Could not load file or assembly 'Microsoft.IdentityModel.Clients.ActiveDirectory' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)



Request information:
Request URL: lab:443/.../default.aspx
Request path: /Demo/default.aspx
User host address: fe80::4c72:f229:2e39:7e8997101f06f93145eda80ced7dcfbb4e42
User:
Is authenticated: False
Authentication Type:
Thread account name: CONTOSO\SVC_CRM

Thread information:
Thread ID: 7
Thread account name: CONTOSO\SVC_CRM
Is impersonating: False
Stack trace: at System.Web.Configuration.CompilationSection.LoadAssemblyHelper(String assemblyName, Boolean starDirective)
at System.Web.Configuration.CompilationSection.LoadAllAssembliesFromAppDomainBinDirectory()
at System.Web.Configuration.CompilationSection.LoadAssembly(AssemblyInfo ai)
at System.Web.Compilation.BuildManager.GetReferencedAssemblies(CompilationSection compConfig)
at System.Web.Compilation.BuildManager.GetPreStartInitMethodsFromReferencedAssemblies()
at System.Web.Compilation.BuildManager.CallPreStartInitMethods(String preStartInitListPath, Boolean& isRefAssemblyLoaded)
at System.Web.Compilation.BuildManager.ExecutePreAppStart()
at System.Web.Hosting.HostingEnvironment.Initialize(ApplicationManager appManager, IApplicationHost appHost, IConfigMapPathFactory configMapPathFactory, HostingEnvironmentParameters hostingParameters, PolicyLevel policyLevel, Exception appDomainCreationException)


Custom event details:

Complex Plug-In to generate Excel file with huge amount of records/fields

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Hey guys,

I have a rather unorthodox question regarding plugin programming and excel templates in CRM.

Our customer wants to generate an Excel file from several different entities which are referencing to each other hierarchically in several 1 to many relationships.
I know from first experiences I've collected that I can only construct views for Excel templates with very limited possibilities.
The current model that we have right now looks something like this:

The customers wants to trigger the export on Entity A and that export shall collect data from Entities B, C, D and E and generate an Excel file with several calculations.
And to make it a bit more tricky, the "Many" part of the relationships means that there may be several records from which shall be collected.

So going over the possibilities in CE/CRM, I decided to create a custom entity in order to combine all the necessary records by reference on one record.
So when the customer clicks on a button in Entity A, my Plug-In runs through all these relationships and creates a custom entity record containing all needed records from Entities B,C,D and E.
Imagine it looking like this:

I thought that this might help me creating a view in for my custom entity because that way I can directly access all fields of all Entities needed for the Excel file.
So now I have a subgrid for my custom entity on Entity A. By clicking the "create custom record" ribbon, all the referenced records are collected and filled into the custom entity record.
Now I tried to added all necessary fields from all these entities onto one single view of my custom entity and then create an Excel Template with calculations referencing all these fields.

The system accepted my template with many many fields and it seemed like it will work.

Unfortunately...…. when I try to do an export inside that SubGrid,the system quickly hits me with an "Query has exceeded the limit of fields" error, I have not even added 30% of the fields I need because I just wanted to test my idea.

Very long story, short:
I am now thinking of writing another Plug-In in order to workaround the limits of the system. That Plug-In shall retrieve the Excel template and fill in the data with the help of my custom entity.

My Question:
Has any one of you had any experience in creating a Plug-In that can retrieve an Excel Template from the system, fill in the data and then return it back to the user?
Or is there anything I am missing in the system? any possibility I have missed? Maybe some extension or tool that can help me accomplish/meet the requirement?

Or is my approach totally wrong and I should do something completely different.....

Move Attachments to Documents in SharePoint

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I turned on SharePoint Integration with Accounts in my system but before I did, users were attaching their documents via the Notes pane as attachments.  I want to know if there is a way to take all of these Attachments and convert them to Documents associated to the Account.  Has anyone been able to do this, perhaps with Flow?

Records aren't being displayed for " CASE ASSOCIATED VIEW " CRM 2011

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I am having the following  issue

when USERS use " SET REGARDING " function in OUTLOOK 2016 to link an email to the CASE - CRM opens up LOOK UP RECORDS WINDOW - when the USER selects CASE entity  and " CASE ASSOCIATED VIEW " to search the CASE - it doesn't display any results but the same works for " Contacts " and " Organisations " 

Has anyone come across this problem ?

Change sub grid column titles based on selected view in D365 Portal

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Is there way I can change a column title in a  sub grid  located on a D365 portals entity form without  using entity form meta data for the sub grid . The Reason for this is that I have a sub grid with multiple views and there are two fields which need to be titled differently base on the view selected.  Some example JavaScript would be great

 

Your input would be great

Migrate from XTRF to Dynamics CRM

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Hello,

I want to Migrate XTRF data (Accounts and Contacts)  to CRM Accounts and Contacts keeping the relationship intact.

Any help or suggestion will be greatly appreciated

Thanks

Dynamics 365 V9 upgrade

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Hi, I plan to upgrade the existing dynamics 365 V8 to V9 on premise. I was looking at the below new architecture and got confused, can I anyone explain that what "CRM extensions" is, and how is it going to affect the existing code, since I have customized entity, and case entity in use. 


Cancel Order Description Details Missing

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Cancel Order Dialog

Users have been adding Descriptions when they cancel orders, but we don't see this data being saved anywhere, I've check the description against the order and the related quote, neither are populated with anything.

You do not have {0} permission to access {1} records

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I don't know where to look.  This pops on the saving of an opportunity product.

I'm wondering if there is significance to the fact that there is no error message and the variables in the message are not filled in.  The error log entry begins at the stack trace -- again, no error message:

   at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.CreateInternal(Entity entity, InvocationContext invocationContext, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, Dictionary`2 optionalParameters)
   at Microsoft.Crm.Extensibility.OData.CrmODataExecutionContext.CreateOrganizationResponse(Entity entity)
   at Microsoft.Crm.Extensibility.OData.CrmODataServiceDataProvider.CreateEdmEntity(CrmODataExecutionContext context, String edmEntityName, EdmEntityObject entityObject, Boolean isUpsert)
   at Microsoft.Crm.Extensibility.OData.EntityController.PostEntitySetImplementation(String& entitySetName, EdmEntityObject entityObject)
   at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties)
   at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func)
   at lambda_method(Closure , Object , Object[] )
   at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.<>c__DisplayClass10.<GetExecutor>b__9(Object instance, Object[] methodParameters)
   at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ExecuteAsync(HttpControllerContext controllerContext, IDictionary`2 arguments, CancellationToken cancellationToken)
--- End of stack trace from previous location where exception was thrown ---

...

ps- it is clearly a privilege issue as I don't get the error as sys admin

Newly created field is locked on the form

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Hi,

I created a field in account entity and its automatically locked on the form.

I have checked the field properties and everything seems to be fine  lock by default is not checked and there is no JS to lock the field.

Please advise what could be the problem, Any help or guidance to resolve this is highly appreciated.

Thanks!

Custom Code in SSRS Reports for 365 Online

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Hello,

I am getting the following error message when I am trying to upload an SSRS Report to D365 Online. "The report server has RDLSandboxing enabled and the report contains custom code. Remove the Code element from the report definition." I have read other posts where they say it is not possible to use Custom Code in the Online version. How can I use Custom Code or what else can be done to replace Custom Code.

Thanks!

Create new record with Custom value in flow

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Hi,

Is it possible to create a new record with custom value?

I was not able to do it as there was no given insert value for the record. 

Thanks

adding count using plugin

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Hi Guys, Not sure what I'm doing wrong here but it keeps on saying "Input string was not in a correct format."

 Guid Owner = ((EntityReference)preImage["ownerid"]).Id;
 Entity User = service.Retrieve("systemuser", Owner, new ColumnSet(true));

 int Max = (entity.Attributes.Contains("new_maximum") && entity["new_maximum"] != null) ? (Int32)entity["new_maximum"] : 0;

 int RecordCount = GetRecordCount(service,User);


                                if (Max < RecordCount)
                                {
                                    throw new InvalidPluginExecutionException("You cannot assign more account to this user.");
                                }



 private int GetRecordCount(IOrganizationService service, Entity User)
        {
            string XML = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='lead'><attribute name='fullname' /><attribute name='companyname' /><attribute name='telephone1' /><attribute name='leadid' /><order attribute='fullname' descending='false' /><filter type='and'><condition attribute='ownerid' operator='eq' value='{}' /><condition attribute='new_stage' operator='in'><value>40001</value><value>40002</value></condition><condition attribute='statecode' operator='eq' value='0' /></filter></entity></fetch>";
            EntityCollection records = service.RetrieveMultiple(new FetchExpression(string.Format(XML, User.ToString())));
            return records.Entities.Count;
        }

please suggest

Notes section on form, notes added to entity later

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Hi All

Using CRM online

I have added the options for notes to a custom entity that originally did not have that feature. its all published and I am able to add/read notes (programmatically) for that entity. however the notes option in the form editor for that entities main form is not there.

Is there another step to get that option to show? is there something I am missing here?

Regards

Nick


Field Security Profile based on Security Role

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Is there any way we can add users in field security profile having specific security role ?

Currently we can add only Users and Teams there.

Unified Service Desk Area not appearing in Settings Tab after installation from Package Deployer V4.1

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Dears.

I have deployed Unified Service Desk using PAckage deployer, Installation was success.

But unified service desk option is not appearing in Settings Tab, not sure whats the issue

How to totally disable the performance data collection in Unified Service Desk?

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Hello everybody,

we are trying to implement Unified Service Desk 4.1 for Dynamics 365 (8.2.8) in our company and we are facing the following issue.

According to this tutorial we changed the key on which the USD client shall start to collect performance data:

https://docs.microsoft.com/en-us/dynamics365/unified-service-desk/admin/performance-data-collection-using-keyboard-shortcut?view=dynamics-usd-4&viewFallbackFrom=dynamics-usd-4.1

We even disabled the whole logging thing, saved and activated the whole thing in the audit settings section. The problem is: This takes no effect.

Still then one presses CTRL + ALT + Q the performance data collection dialog appears.

This is a huge problem for us as CTRL + ALT + Q is the same as ALT GR + Q and on a german keyboard layout ALT GR + Q is the shortcut for @, so no one is able to enter or edit a simple Mail address of  a customer. Did we miss anything? Can one assist with this?

Kind regards

René

Difference between (real time) workflow error messages lay out

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Hi,
I'm very curious what I'm looking at here.

In our (365 on premise, 8.2) installation we have quite a few workflows running. Specially for more complex form validation, it's extremely useful.
I had seen it before, but now it's becoming more relevant to me. Dynamics uses two (at least) different layouts. Both these screenshots are from a message popping up when a synchronous workflow meets a specific rule and the workflow is sending its cancelling message:

    

When or why does Dynamics use these differences? The only thing I can come up with is that the right one origins from a system entity (account) and the left one from a custom entity, but that can't be the reason, can it?

Thanks and regards,
Jeroen

Setting Bulk Email does not work

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Hi everyone,

There seems to be an issue with the BULK EMAIL settings within a contact.
When I send out bulk emails from the marketing app, it also sends those emails to the contacts where the BULK EMAIL option is set to 'DO NOT ALLOW'.
It does not do anything.

Who can help and/or has the same problem?


Thank you

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