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Handling the cases

November 22, 2019, 6:49 am
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Lately we implemented the case module which includes warranty claims from our customers. As a end user, after fixing the defect of the product I am sending confirmation email to client from D365 and I am changing the status of the case to 'Solved'.

Sometimes customer responds to this last email because he is not satisfied with the repair. In such cases, the message requires action from the user. Due to the fact that the case is already closed, we are not able to track these messages easily. We would have to click all the case everyday and check them. 

The first thought is simply to open the case when there is a new email activity after it closes. Is this easily achievable? Could I ask you to suggest the best solution in this case? I will be very grateful for your best practice.

P.

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Miscrosoft CRM 2013 Security Roles

November 22, 2019, 7:07 am
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HI All, 

In CRM QA system while performing UAT we have identified few users were unable to access the price quotes until we made them as system admin(Role).

As part of our solution we haven’t modified or customized any security roles or permissions. Users with same security roles are working fine on CRM PROD.

 

All the customizations we made so far on DEV are available on QA now.

Having same security roles on three environments (PROD, QA,DEV) yet we are facing above issue only on QA.

recently we created replica of CRM PROD to QA. Unable to figure out the root cause

Please help.

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Can a workflow update a contract record when the contract record is already in an Active Status (read only)

November 22, 2019, 9:38 am
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Hello,

I have a workflow that is based on the contract record.  On the record there is a renewal notification field and if the renewal notification value is 60 days then it is supposed to update the Contract record and set the Renewal Notification date to 2 months prior to contract end date.  However, this fails because the contract is already in a active status so it is read only.

How can  make this work?

Thank you.

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Prevent Two-Option\Boolean field from changing values in onChange Event

November 22, 2019, 9:48 am
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I have a boolean field on my order form that is a two-option control\boolean field.  When  a user clicks the control it toggles between yes/no.

When the user clicks, I want to be able to conditionally cancel the event and the value does NOT change.  There doesn't seem to be a way to do this in CRM even though you can in JavaScript?

My only idea is to remove the default control and replace it with a webresource that I can more easily control, but I want to see if there is a built in way to do this before I take this approach.

Thank You,

Coty

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Retrieve plugin not starting (custom data provider, virtual entity)?

November 22, 2019, 11:04 am
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I have successfully setup the provider, the data source, the entities and the plugins. ITracingService is also integrated in the plugins in order to keep track of them. However, Retrieve plugin seems to not execute at all. RetrieveAll works perfectly, all of the data appears, it outputs information in the trace log, but upon opening specific record Retrieve does not start (no sight of it in the trace log, no erros - nothing)... I was wondering how exactly am I supposed to trigger it?

Also, this is the Retrieve plugin:

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Dynamics CRM version 8.2 or 9 On-premise installation on windows 10 pro - developer's PC

November 22, 2019, 11:47 am
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I did verified  online down loads system requirements , but wants to double check with any one if it is possible? 

Any one know if Dynamics CRM 8.2 or 9 can be installed on windows 10? 

We are thinking for some developers to give them their local environments for CRM. Developers only have windows 10 Pro.

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Changing CRM Domain to Match Company domain

November 22, 2019, 11:53 am
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Good afternoon,

The company I work for has a CRM set up with a lot of customer information and specialized templates. We need to change our domain because there is "tech" at the back of the url and for our CRM to link with other microsoft products we need the domains to match. What options do we have and how can we fix this so we don't lose any of our information and so that our CRM isn't down at all.

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How to Set the Custom FetchXML to Subgrid in UCI

November 22, 2019, 9:35 pm
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I have requirement, Based on Lookup value filter the Subgrid Dynamically. How to achieve this in UCI.

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Not able to connect to CRM online with Excel

November 23, 2019, 1:19 am
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Hello,

I want to prepare some report using Excel and want to connect to Dynamics CRM Online.

I performed the below steps: 

Data--> Get Data-->Dynamics CRM Online--> I pasted the WeB Api URL from developer Resources -->used Organizational Account

but getting the attached Error. 

I also tried the same thing with Organization Service URL.Still not able to connect it.

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Microsoft Dynamics 365 for Mobile - Certificate trusted on PCs but not on Android?

November 23, 2019, 4:35 am
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For a test lab I have Dynamics 365 (D365) on premises installed. Internet facing.
Microsoft Dynamics 365 Version 1612 (9.0.2.3034) (DB 9.0.2.3034) on-premises IFD. All green flagged.
With only -one- IP address at my disposal I have installed Dynamics 365 and ADFS on the same box, meaning Dynamics 365 is using a different port than the standard port 443 which ADFS is using.

I don’t know if this is the root of my sorrows here.

The setup involves a completely green flagged PKI with an Offline Root and an Enterprise CA as a subordinate CA - certificates issued and in place.

This setup of course needs the relevant certificate to be copied to each clients Trusted Root Certification Authorities store in order to be able to connect without certificate warnings. But when done – it works. Flawlessly. From any PC.

..this scenario is completely different with the dedicated Android app “Dynamics 365 for Mobile”.

Trying this exact same approach (copying the certificate to the certificate store of the mobile phone) with Android v9 and trying to log on to Dynamics 365 on premises (on a different port than 443) throws an immediate error. The error unequivocally concerns a distrust with the “SSL” certificate and the mobile app refuses to connect.

The log on from Microsoft Dynamics 365 for Mobile would be: https://[org].[domain].com[:port]

Trying to connect exactly like this via the Android phones browser -also- complains about the certificate in place, but -does- allow for connection, although with the expected stripped down and not very functional mobile phone browser version.

Why does the dedicated Android app “Dynamics 365 for Mobile” not allow for the same seamless connection as the PCs in this setup, and is there no way to have the internal PKI issue a certificate that will satisfy Android and hence have “Dynamics 365 for Mobile” work without going through a third party certificate issuer? (..and will this last option even solve the issue of having the dedicated Android app connecting to D365 using a different port other than the standard 443?)

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Not able to Enable "Area that display this entity" on MS CRM on Premise 2016

November 23, 2019, 9:23 am
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Not able to Enable "Area that display this entity" on MS CRM on Premise 2016

Please help..

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Send email with attachment document from word template

November 23, 2019, 10:56 am
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I have a problem. Using  super solution Workflow Elements by Aiden Kaskela I create a workflow in crm365 dynamics, which sends emails with attachet document. The document is created dynamically from a word template. The solution works correctly in the entity Quote -email with attachment is sent correctly. Identical flow associated with Sales Opportunity Products sends an email without attachment, although the process also does not report any errors. What settings and conditions may affect this situation? I noticed that OpportunitProduct is not "active" - I can't set    OpportunitProduct entity in Target at the Attach step. Unfortunately, I have nine options to switch this setting for OpportunityProduct. Is there any way solve this problem? Question two: Is it possible to pass the parameters to the child workflow? I could initiate a schematic from the product and pass the ProductOpportunityID parameter to child workflow Opportunity. Then I would build a document just for this Product only in the child's workflow. I have a problem. Maybe you'll want to help me. Using your super solution Workflow Elements I create a workflow in crm365 dynamics, which sends emails with attached document. The document is created dynamically from a template. The solution works correctly in the entity Quote -email with attachment is sent correctly. Identical flow associated with Sales Opportunity Products sends an email without attachment, although the process also does not report any errors. What settings and conditions may affect this situation? I noticed that OpportunitProduct is not "active" - I can't pin to it and enter OpportunitProduct entity in Target at the Attache step. Unfortunately, I have nine options to switch this setting for OpportunityProduct. Is there any way around this problem? Question two: Is it possible to pass the parameters to the child workflow? I could initiate a schematic from the product and pass the ProductOpportunityID parameter to child workflow Opportunity. Then I would build a document just for this Product only in the child's workflow.

 

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Attaching additional emails to a case I created

November 23, 2019, 4:16 pm
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Hi,

I'm on Microsoft Dynamics 365 Version 1710 online.

I created a case off of an incoming email. I have several more related emails, what is the best method of attaching these emails to my current case?

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"An unexpected error occurred" is being Displayed Timeline Control in Unified Client Interface Dynamics 35 CRM

November 23, 2019, 7:20 pm
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The message "An unexpected error occurred" is all of a sudden being displayed in the Timeline Control for the current Microsoft 365 CRM after a note is added or a file is attached.

Yesterday, this issue was not happening but today it is.

Has anybody else experienced this, and if so, is there a fix?

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Leave request form in Dynamic Crm and Approval

November 23, 2019, 7:23 pm
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Hello,

I have created simple form in Dynamic crm with few fields

First Name,Last Name , Vacation Start Date Vacation End Date, USer will come and fill out these fields,   it is good until this point

from here i want have submit button,  which submit to record to Manager , How can i create submit button on form?

Want to create separate security role for Manager who can view and Approve request  , How can i create security role which can view and approve?

Please Help?

Thanks,

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internet facing deployment (IFD) - CRM 2016 - on-premises

November 23, 2019, 11:29 pm
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Hi everyone

Does "internet facing deployment (IFD)" require internet connection?

When I block "internet access" from my adfs server, the crm crashes and CRM will be unavailable.

Is there a solution to this?

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Sub grid roll up

November 24, 2019, 1:31 am
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Hello,

I posted the question below a few days ago but have not had any responses I’m not sure if it’s because I posted to an incorrect forum or if what I’m asking cannot be done, but I’m trying this forum instead.

I'm fairly new to Dynamics and have done some research online but cannot seem to find an answer. Can anyone help with the following

I have a sub grid on the Contact record which displays a LEADS related to the contact. The contact is also related to an account, the situation is there could be 10 contacts from the same account who are also leads so on each of the ten contact records there will be a lead sub grid with a view showing columns like name, topic, source and so on. I want the info from the ten different views on the individual contact records to cascade up to the main account record. The aim being a user can look at the account record and see in a single view at the account level all the related lead info e.g. name, topic, source. Is this possible with the basic functionality, I don't want to use any code.

Thank you 

Ladga

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Business process flow issue for existing records Dynamics 365 upgrade from CRM 2016

November 24, 2019, 2:20 am
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After we upgraded from Dynamics CRM 2016 to Dynamics 265 V8.2 .

We noticed that "new business process flow entity" is created for each business process flow, but they do not contain any records.

Right now business process flow workd fine for new record but existing records cannot be opened. It throws a general error.

I tried to create relationship record manually for existing case record in "new business process flow entity"  and I was able to open the record. 

So the solution for all the forms with business process flow to work for existing record is to create relationship record in respective entity.

My question : 1. why were records not created by upgrade process?. 

                        2. How to I create theses records in bulk?

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RetrieveMultiple Not Trigger on Account view but trigger on advance find

November 24, 2019, 6:43 am
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Hi

I have a requirement to limit access to data base on security role. So I'm working on a plugin on retrievemultiple message. Basically the plugin check user's security role then add an according filter to the query.  I registered the plugin on retrievemultiple message on contact and account. The plugin is triggered on contact subgrid, view and advance find. But for account, it's triggered on advance find, but not the views.  I read some other posts regarding activity entity using "rollup" message so I think account is also using a different message that's why the plugin is never triggered. If that's the case is there another way to do this?

Thanks

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Opportunity "Close as Won" button does nothing.

November 24, 2019, 8:19 am
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We have a new Dynamics 365 instance into which we have migrated an 8.2 solution.

We have just discovered that the "Close as Won" button is not working at all.  "Close as Lost" is working.

I did get it work on the grid view of opportunities.

Is this likely to be a configuration issue or do we maybe have some code which is interfering?

I wonder if we might have interfered with the ribbon.

As far as I am aware it should just be calling the standard MS functionality.

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