Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all 79901 articles
Browse latest View live
↧

Upgrading CRM Dynamics from 8.2 to version 9.0 onPrem - Sharepoint Build Version is 16.0

November 15, 2019, 1:18 am
$
0
0

Hi.
We're planning to upgrade our onPrem CRM Dynamics from version 8.2 to version 9.0.

The CRM Dynamics 8.2 is located on a Windows server 2012 R2.

It has following external connections to other environments:
- Microsoft SQL Server 2014 (external server running windows server 2012 R2)
- Sharepoint version "16.0.4483.1000" (external server running windows server 2012 R2)


Questions:
1. Can we upgrade CRM Dynamics to v9.0 without upgrading the other platforms? Or will we with CRM Dynamics 9.0 get problems using older Sharepoint server and SQL server?
2. Should we upgrade the server to Windows server 2016 or newer? Or is there no point for this?

Guidance and general help is very welcome 

↧
Search

Excessive Connections to SQL Server

November 15, 2019, 3:07 am
$
0
0

Using Dynamics CRM 365 V8.2 On Premise

We have noticed some strange behaviour when it comes to connections to the SQL Server made be our CRM Service Accounts. This is affecting some but not all of our customers as well as ourselves.

We understand that the Async Service is multi-threaded and will make multiple connections to our CRM database on the SQL Server, but what we don't understand is why we have well over 200 connections (for an 8 user CRM system) that don't even have a connection to the CRM database, but to the MASTER database instead.

What are these connections and what impact on resources does this have with so many connections option. This has got to have an impact on resources does it not.

Has anybody else seen this behaviour before, and what's the best method to clean this up and stop it from re-occurring?

Many thanks

↧
↧

Can't edit Web Query in Excel Dynamic Worksheet

November 15, 2019, 3:41 am
$
0
0

Hi,

We're having an issue when trying to edit the Web Query on an Excel Dynamic Worksheet with data from CRM 2016. This has worked in the past but has not recently. We follow the following steps.

  1. Navigate to an entity view in CRM
  2. Export as a Dynamic Worksheet to Excel
  3. Open the exported worksheet
  4. Click on the Data Tab - Connection
  5. Select the Workbook Connection
  6. Click on the Definition Tab
  7. The Connection type is Web Query, which cannot be changed
  8. Click on Edit Query
  9. We receive a standard Dynamics 365 error "Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions......."

Any help appreciated.

Thanks

↧

stop users enablng disabling personal tracking

November 15, 2019, 3:46 am
$
0
0

Were trying to disable personal tracking for sales users due to personal emails being improrted to the crm. unfortunatly some users dont like this and are re enabling tracking. is there a way to ristrict the ability to turn on/off  tracking to certain users?

↧

Trying to create email workflow to send to external clients

November 15, 2019, 7:47 am
$
0
0

I'm stuck on creating this query. I realized after starting that I cannot send email addresses from workflow if contact not in CRM. So, I added Contact 1,2,3 etc to my new case form to pull from the Contact lookup form so the email address pulls from there. The other step is that I need this field called "Client Email Update Sent" to trigger the email workflow when it is set from No to Yes.

Upon creating this workflow, it only allows me to select when Record is created option, not when record status changes. Unless I am understanding that option wrong. The contacts will be added sporadically, not guaranteed they will all be added when the case is first opened. I created a test person with my own email listed and I cannot get it to generate. Please help! I dont understand what I am doing wrong.

↧
↧

On Demand Backups

November 15, 2019, 8:02 am
$
0
0

Hi,

I have a question. I have created on demand backup of my sandbox as well as production instance. The backup expires within 3 days. Is there a way to update the expires on date so that it can be retained longer?

Thanks in advance !

↧

Auto generated code

November 15, 2019, 8:48 am
$
0
0

Hi Team,

I am working on a custom C# code that someone before me in the organisation has created to do some batch job in CRM. I see a class that has been auto created, its basically all fields and entity in CRM i guess, i am adding a new field in CRM anyway and i am sure i have to update this, but not sure how. I dont want to manually do this. Can i autogenerate this code and update it there and if yes how do i do it . Below is the first few lines of the class.

//------------------------------------------------------------------------------
// <auto-generated>
//     This code was generated by a tool.
//     Runtime Version:4.0.30319.42000
//
//     Changes to this file may cause incorrect behavior and will be lost if
//     the code is regenerated.
// </auto-generated>
//------------------------------------------------------------------------------

[assembly: Microsoft.Xrm.Sdk.Client.ProxyTypesAssemblyAttribute()]

namespace solutions
{
	
	
	[System.Runtime.Serialization.DataContractAttribute()]
	[System.CodeDom.Compiler.GeneratedCodeAttribute("CrmSvcUtil", "9.0.0.9154")]
	public enum AccountState
	{
		[System.Runtime.Serialization.EnumMemberAttribute()]
		Active = 0,
		[System.Runtime.Serialization.EnumMemberAttribute()]
		Inactive = 1,
	}
	/// <summary>
	/// Business that represents a customer or potential customer. The company that is billed in business transactions.
	/// </summary>
	[System.Runtime.Serialization.DataContractAttribute()]
	[Microsoft.Xrm.Sdk.Client.EntityLogicalNameAttribute("account")]
	[System.CodeDom.Compiler.GeneratedCodeAttribute("CrmSvcUtil", "9.0.0.9154")]
	public partial class Account : Microsoft.Xrm.Sdk.Entity, System.ComponentModel.INotifyPropertyChanging, System.ComponentModel.INotifyPropertyChanged
	{
		/// <summary>
		/// Default Constructor.
		/// </summary>
		public Account() : 
				base(EntityLogicalName)
		{
		}
↧

Extracting the secruity with all its permissions

November 15, 2019, 10:48 am
$
0
0

I am hoping someone can help me - I need to extract the Detail for a security role - the actual permissions on the entities. - I have been attempting to use the mscrmrolesheetexporter, however it will not connect to my organization - Any other suggestions?

Regards,

Sigi Hawkinson

↧
Search

JScript to Show/Hide Sections on a form based on an Option Set value - troubleshoot

November 15, 2019, 12:19 pm
$
0
0

Hi all, 

Looking for help on some JScript.  Basically, I want to Show/Hide 4 sections on a form based on a field called 'Deal Stage' certain values:

Show/Hide Current LOI Document Attachments, Current Contract Document Attachments, Current Green Folder Document Attachments, Current Closing Memo Document Attachment Sections based on the corresponding Deal Stage OS values. 
Deal Stage = Pipeline LOI (531,180,000), Show Current LOI Document Attachments Section, else hide 
Deal Stage = Pipeline Contact (531,180,001), Show Current Contract Document Attachments Section, else hide 
Deal Stage = Not CIC Approved (531,180,002), Show Current GF Document Attachments Section, else hide 
Deal Stage = Closing (531,180,004), Show Current Closing Memo Document Attachments Section, else hide

Here is current code that I have that is throwing a "Web Resource Method does not exist" error onLoad/onChange of OS.  Hoping it is syntax or something simple.  Thanks in advance!  

function ShowHideDocAttachmentSections(ExecutionContext) {

var dealStage = formContext.getAttribute("lennar_dealstage").getValue();

var formContext = context.getFormContext();

}

{

var docTab = formContext.ui.tabs.get("tab_12");

}

if (dealStage) != (531, 180, 000) {

formContext.ui.sections.get("tab_12_section_6").setVisible(true);

}

else {

formContext.ui.sections.get("tab_12_section_6").setVisible(false);

}

if (dealStage) != (531, 180, 001) {

formContext.ui.sections.get("tab_12_section_7").setVisible(true);

}

else {

formContext.ui.sections.get("tab_12_section_7").setVisible(false);

}

if (dealStage) != (531, 180, 002) {

formContext.ui.sections.get("tab_12_section_8").setVisible(true);

}

else {

formContext.ui.sections.get("tab_12_section_8").setVisible(false);

}

if (dealStage) != (531, 180, 004) {


formContext.ui.sections.get("tab_12_section_9").setVisible(true);

}

else {

formContext.ui.sections.get("tab_12_section_9").setVisible(false);

}

}

↧
↧

D365 SSRS report in Visual Studio 2017

November 15, 2019, 12:38 pm
$
0
0

I was told I have to use Visual Studio 2015 to create SSRS reports for D365. 

When will we be able to use a newer version of VS?  Also, is there documentation somewhere stating what version of VS is required for SSRS for Dynamics?

↧

Drag and Drop "Unscheduled Service Activities" on the Schedule Board

November 15, 2019, 2:50 pm
$
0
0

Our application currently uses Service Activities and the legacy Service Calendar and we need to update to Universal Resource Scheduling.  We upgraded one of our sandbox orgs to use to the Customer Service Hub and the Resourcing Scheduling apps so we can schedule Service Activities.   We also installed the “Core Service Scheduling - Legacy Data Migration Anchor” solution to migrate the legacy service data. 

When I open the Schedule Board, I can see a Service Activity that I created in the “Unscheduled Service Activities” view under the resource calendar.  However, I am not able to drag the Service Activity to a calendar. 

The only way to add the Service Activity is to select the unscheduled Service Activity and click the “Find Availability” option.   This requires a few more clicks and the interface is not very user friendly doing it this way.

Am I missing a configuration somewhere that will allow me to drag the Service Activity from the Unscheduled Service Activities list? 

I know it’s possible to schedule the Resource Requirement entity that has the Service Activity lookup on it, but this adds another layer of data between the Service Activity and the Bookable Resource Booking record.  

Looking for some advice on the best practice for Scheduling a Service Activity by dragging an unscheduled record to the Service Board calendar.

Thanks

↧

Add/Remove Marketing List Members using Microsoft Flow

November 15, 2019, 5:05 pm
$
0
0

Just wanted to share this flow with everyone after several hours of trial and error with Microsoft Flow. How to use microsoft flow to add and remove members to a static marketing list.

To add a record to the marketing list, use the Common Data Service (Current Environment) connector and select "Perform a bound action".

In the details of your bound action: There might be a long delay for the flow connector to retrieve a list of the actions. Be patient!

Entity Name: Marketing List
Action Name: Add Member List
Item ID: GUID of the marketing list
Entity ID: GUID of the record to add to marketing list (e.g. contact)

To remove a record from the marketing list, use the Common Data Service (Current Environment) connector and select "Perform a bound action".

In the details of your bound action:

Entity Name: Marketing List
Action Name: RemoveMemberList
Item ID: GUID of the marketing list
listmemberid: GUID of the record value (e.g. contact)

↧

JS: Reference Error

November 15, 2019, 9:47 pm
$
0
0

Hello Everyone,

 I wrote a js to hide the lookup field on the form if the user is not System Admin . After saving it is throwing the reference error 

Error:

ReferenceError: 'OnLoad' is undefined
at eval code (eval code:1:1)
at RunHandlerInternal (xxxxxx.dynamics.com/.../ClientApiWrapper.aspx
at RunHandlers (xxxxxxx.dynamics.com/.../ClientApiWrapper.aspx
at OnScriptTagLoaded (xxxxxxxx.dynamics.com/.../ClientApiWrapper.aspx
at Anonymous function (https://xxxxxxxxx.dynamics.com/form/ClientApiWrapper.aspx?ver=-202171222:244:1)

JS script:

function OnLoad() {
if (UserHasRole("System Administrator") {
Xrm.Page.ui.controls.get("field_name").setVisible(true);

} else {
Xrm.Page.ui.controls.get("field_name").setVisible(false);
}
}

function UserHasRole(RoleName) {
var currentUserRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < currentUserRoles.length; i++) {
var userRoleId = currentUserRoles[i];
var userRoleName = GetRoleName(userRoleId);
if (userRoleName == RoleName) {
return true;
}
}
return false;
}

function GetRoleName(roleId) {
var serverUrl = location.protocol + "//" + location.host + "/" + Xrm.Page.context.getOrgUniqueName();
var odataSelect = serverUrl + "/XRMServices/2011/OrganizationData.svc" + "/" + "RoleSet?$filter=RoleId eq guid'" + roleId + "'";
var roleName = null;
$.ajax(
{
type: "GET",
async: false,
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataSelect,
beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },
success: function (data, textStatus, XmlHttpRequest) {
roleName = data.d.results[0].Name;
},
error: function (XmlHttpRequest, textStatus, errorThrown) { alert('OData Select Failed: ' + textStatus + errorThrown + odataSelect); }
}
);
return roleName;
}

Please help me to resolve the error 

Thanks In Advance

↧
↧

View custom fields of the Email Activity in the Outlook app

November 15, 2019, 11:59 pm
$
0
0

Hello,

I've created a custom field, a case entity lookup on the Email Activity form of Dynamics CRM 365. Is it possible to see this field in the Outlook app?

↧

Parent account should be copied as child entity

November 16, 2019, 1:06 am
$
0
0

help me with this, Add key account category in  account and attach non key account to key account
this relationship like parent child relationship.
In account we should add child account sub grid same like Account enity 

Thank you

↧
Search

In a managed Solutions i want users can edit the data but cannot delete

November 16, 2019, 1:41 am
$
0
0

I have a managed solution, in that i want to allow edit data but not delete. 

how can i achieve this

please help

↧

Changing Field data type from singel line of text to multiline text

November 16, 2019, 1:48 am
$
0
0

I have a managed solution deployed in customer place, we had a "Single Line text" field in a custom entity, now we want to change the field type to "Multi line text" due to character limit.

how can we achieve this, without effect on schema

Please help

↧
↧

How to retrive 5000+ record using Javascript

November 16, 2019, 11:50 am
$
0
0

I want to retrive 5000+ record using javascript.

i have 20000+ product in my price list so i want to retrive all using fetchxml 

XrmServiceToolkit.Soap.Fetch(fetchXml);

Please help me.

Thanks in Advance..!!!!

↧

Xrm.WebApi.createRecord

November 16, 2019, 1:05 pm
$
0
0

Hi,

Having read through many posts to try and resolve this, it seems like it is a common source of error, but I really cant solve it!

I am trying to link to a custom entity in my data bind using this as part of the data array in Xrm.WebApi.createRecord: -

"new_ApprenticeshipProgramme@odata.bind": "/new_apprenticeshipprogrammes(FACAE985-CB06-EA11-A811-000D3AB2928C)"

new_ApprenticeshipProgramme is the schema name of the field I am connecting from and new_apprenticeshipprogramme (without the s) is the custom entity, with associated guid I am trying to link to.

Both are in custom entities.

Any suggestions greatly appreciated.

 

↧

Get URL and Username in C#

November 17, 2019, 2:18 am
$
0
0

Hello, we're trying to make the login-credentials-popup appear using C#, as is shown in the uploaded picture.

Is it possible? if so, how can we achieve this?

↧
Viewing all 79901 articles
Browse latest View live
Search
<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>