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User CRM dynamics 365 domain (dns) as App Service Custom domain

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Hello,

I have a requirement to call external web api from crm dynamics web ressource. The Web API uses Azure AD authentication an the same tenant as crm dynamics.

I am encountering some issue with the acquireToken. The user might be connected to CRM Dynamics but not connected to his account. So i would like to use CRM dynamics user session to authenticate to the Web API using SSO mechanism.

I use Adal.js within my web resources and i call the method acquireToken. In some cases i get a message login required. 

According to the this documentation:

Applications on different domain

When applications are hosted on different domains, the tokens cached on domain A cannot be accessed by ADAL.js in domain B.

This means that when users signed in on domain A navigate to an application on domain B, they will be redirected to the AAD page. Since Azure AD still has the user session cookie, the user will not have to re-enter the credentials. If the same user has multiple user accounts in session with Azure AD, the user will have a chance to pick the relevant account to login with.

I had an idea and i am not sure if it's applicable but it's to add custom domain on my App Service that uses CRM portal dynamics dns. If this is applicable can anyone tell me how to verify domain ownership within crm dynamics portal ? (i know the crm dynamics instance belog to microsoft but do we have some control on dynamics organization portal ?)

Best regards,

Emad


Sql server Upgrade

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Hi,

I have Microsoft dynamics CRM 2016 on premise, it was connected to Sql server 2014 and I have upgraded the SQL to 2016.

It seems the report services are not working because of the upgrade, Do you have any suggestions?

Thanks in advance

Style of Descirption field / mouseover

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Hello,

i want to Change the style of the description field that is visible as a mouseover.

Is it possible to Change it via Stylesheet ?

Note entity is not visible in subgrid Properties

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Hi Experts,

I am using CRM online Trials version

I need to select Notes Entity in Dropdown of Entity Field in set properties of Subgrid under Form Editor. See Below screenshot?

Can I miss something or Doing something wrong?

Thanks in advance

Import and mapping

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Hi, 

I have done an excel to import product quote and have done also the relative mapping (that is not automatic) to import it.

I need to share my "mapping" with all the other people. Is it possibile or they have to done by ourself?

D365 Portal Redirect still redirects even when de-activated

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We have configured a portal redirect which takes an inbound URL and redirects to another portal web page.  This works fine but when we de-activate the redirect and carry out a portal cache refresh the redirect still happens.  Is this by design?

Thanks

Add date difference

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Hello Experts,

I have a requirement where I need to calculate the date difference between 2 dates

and it should be in format "2 years 9 months 8 hours"

kindly help

Dynamics CRM Organization creation failed

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Hi Experts,

While trying to create an organization in Dynamics 365 Version 9 we got the below error message 

Microsoft.Crm.MutitenantPackageDeployment.PackageDeplyerExecution : PackageDeployWrapper : Import Operation Timed out.

PackageDeployer operation timed out.

has someone faced and resolved this issue ?

Regards,
Nishant Rana


Close Opportunity as Close as WON or Close as LOST via API

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Hi,

I would like to change Opportunity status to Close as WON or Close as LOST via API:

I use PATCH:
...api/data/v9.1/opportunities(f58cca41-f506-ea11-a811-000d3a2c59aa)

with JSON:
{"statecode": 1, "statuscode": 3, "actualvalue": 0.0, "salesstage": 3, "actualvalue_base": 0.0, "actualclosedate": "2019-11-15"}

But still get:
{"error":{"code":"0x80040216","message":"This message can not be used to set the state of opportunity to won. In order to set state of opportunity to won, use the won message instead.","innererror":{"message":"This message can not be used to set the state of opportunity to won. In order to set state of opportunity to won, use the won message instead."


I have tried to find a solution on Internet but without any success.

Please, help :)

"Win32Exception: The specified module could not be found" error on update CRM database

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I upgrade the CRM v8 to the latest v8 version.

Servers were updated without problems, but the database is not updated.

I go to the Deployment Manager, select the organization, click Refresh, I get an error during the upgrade process
System.Exception: Error.ActionFailed Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.ComponentModel.Win32Exception: The specified module could not be found

Apparently, some kind of library is missing. There are no details in the Installation Log, in Event Log either.

The Internet points to SQL Server Native Client, but it is installed.

How to understand what the problem is?

How to deploy Web Hook registrations the right way?

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Hi

we have a web hook registration launching an HTTP triggered flow in MS Power Automate. Web Hook registrations and the related steps (created via Plugin Registration tool) are being added into the solution. 

When we export the solution, we find back the web hook and steps in the customizations.xml.

However, the URL of the web hook registration refers to a URL in the dev environment. The querystring parameters don't seem to be part of this.

How can you properly deploy such types of Service Endpoints? How to make the Service Endpoint point to the right MS Flow environment/Flow endpoint.

Kind regards

Kim

Custom roles mapped to 1 role

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How do I have multiple custom roles that is based on 1 custom role?

For example:

I want custom roles Data Entry - California & Data Entry NY to be mapped to a custom role Data Entry ALL

and VP Mass and VP Texas to be mapped to VP ALL

When I change the permissions of VP ALL or Data Entry ALL, the corresponding child roles will automatically be changed as well.

Hiding Business Process flow in CRM 2016

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Hi I am trying Hide the business process flow in CRM 2015 on Leads. If the form has HideBpf = Yes then i want it hidden else if not then show it.

I am using the code below 

function hideBusinessProcessFlow() {
Xrm.Page.ui.process.setVisible(false);
}

function showBusinessProcessFlow() {
Xrm.Page.ui.process.setVisible(true);
}

function showHideBusinessProcessFlow() {
if (Xrm.Page.getAttribute(“new_hidebpf”).getValue() == false) {
showBusinessProcessFlow();
}
else {
hideBusinessProcessFlow();
}
}

But get this error 

ReferenceError: showHideBusinessProcessFlow is not defined
at eval (eval at RunHandlerInternal (crm.xyz/.../ClientApiWrapper.aspx, <anonymous>:1:1)

Have a problem when signout MSCRM 365 on-premise that config ADFS the cookies are reuse by snaping logging request.

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      When user signout from MSCRM and the MSCRM application request and cookies was snap then replay the request again.

the data information will return all doesn't check user was signout. In this case application is fail in security test.

How should i do to fix it to check user is authenticated before allowed to call other service.

Behaviour of the URL type field in Unified Interface (compared to Classic UI)

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All,

Having started our transition to the new Unified Interface I have noticed that the text fields of type URL behave differently in the new UI when compared to the Classic UI.  

In the Classic UI clicking the URL resulted in a separate Window opened to a size of about 600 x 400 pixels i.e. not a full window. This allowed the user to keep the orginal Dynamics crm form in view.

In the new Unified Interface a full size (maximized) tab opens which covers the whole screen.

This happens with both Chrome and Edge.

Has anybody any idea if this behaviour in the new UI can be altered in any way? Opening a full size tab means that users are having to manually shrink windows and move them aside so that they can read both the CRM form and look at the opendedwebpage.

Any ideas much appreciated


entity name in web api response

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I am using web api to retrieve records from multiple entities(which are added to a dynamic list).
i need the name of the entity in web api response to address business requirement. i see the request URL in @odata.context property.
Is there any way we can get the schemaname\displayname of the entity in web api response?

Is it possible to filter a subgrid based on what is selected in a dropdown field?

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Hello,

Is it possible to filter a subgrid (Or some sort of list) based on what a user has selected in a dropdown field?  If yes, how can I do this?

Thanks!

Translation doesn't work in Unified Interface

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Hey everybody,

I use Dynamics 365 CRM v9.0 On-Premise and Dynamics 365 CRM Online. I saw in the On-Premise environment that a lot of Attributes were not translated in Unified Interface but in Classic View all are translated. In Online environment all works fine.

My goal:

I want to translate Attribute Labels in Classic View and Unified Interface.

My current progress:

I created a custom Entity. On this Entity I created some of two option Attributes. Because the length of the DisplayName Value was to long I change it on the Form with the correct Value. On the form I added Fliep Switch Control to all Attributes. 

I downloaded the translation file from the solution and translated all Attributes from english to german. After that I imported the new zip.

Possible Solutions:

  1. I removed the attribute published all customizations and add it again (no effects)

My question:

Why not all of the attributes were translated in Unified Interface? All other attributes from the same entity/form were translated in Unified Interface.

Thanks for all and 

Best Regards

Workflow based on calculated fields

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I want to change my two option set field to yes if the today date and reference date are equal both today date and reffernce date are calculated fields , reference date is 3 days less than the due date. but my workflow didnt update option set field "add to email" to yes

 Today date and reference date are same but it didn't updated my field to yes. and workflow is trigered on creation of task and it waits then for 4 minutes 

Task and Email Notification Difference

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Hi Team,

I've a business logic to send notification 7 days before and on the day when contract gets expired which I'm trying to implement in both email and task. However, I do not understand the difference between tasks and email notification in D365/CE. 

I've created a workflow to send email and create task on the same when contract expires. But I would also need to do this 7 days before.

Could you please help me to implement both conditions and purpose of task and email.

Thank you,

Leo

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