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Outlook App redirecting to Edge Browser login page no longer IE

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Possibly this happened after Office 365 update when users offered by Outlook to compose new emails using Edge Browser,

Now when they access eg Contacts in Dynamics 365 within Outlook, using older Add-in for Outlook, they are redirected to Edge which just shows CRM login page, not the contact page requested. Sometimes IE shows a page in the foreground saying 'this page best viewed in Microsoft Edge'

Even if users login at the page presented in Edge, no Contact or other CRM page is shown.

Other users still opening Contacts in IE and having no problems.

It makes no difference in Default Apps what you set the default browser to, nor if you set browsers in Defaults by file type or protocol.

Server is on premise but hosted in the cloud and is version 8.2.27

Clients are 8.2.0005.0004

It says We recommend viewing this page in Microsoft Edge


Create a view including Lead Audit History fields

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Would like to create a View based on Audit History to pull out all Leads with following criteria:

- Changed Date

- Changed By = specific owner

- Event = Update

- Changed Field = Status Reason

- Old Value = New

- New Value = Vetted

Don't copy Actual Rev from Est Rev when Opp Closed Won

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Currently using user-provided values to set Est and Actual Revenue. Many times these values are different. When we close win an opportunity, the Actual Rev is being copied from the Est Revenue, even though we enter a different value for actual revenue in the close dialog. How do we prevent it from copying over?

Flow wont trigger on update of entity

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I created a flow to trigger when a certain entity is updated or created. 

When I try and test the flow, I can not manually trigger it. I am a system admin in the environment and have the scope set to organization. 

Change Type: Create or Update

Table Name: Community

Scope: Organization

I also added a field to the column filter. I confirmed the field name is correct. When i test the flow and select manually trigger, I go into the environment and change the value in that field...but the flow wont trigger. 

I removed the column filter to be sure that isnt the problem, but it will still not run. 

Is it possible to create custom auto-posts with record links like the OOBT auto posts?

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Is it possible to create custom auto-posts with record links like the OOBT auto posts?

Default Filter of the Timeline to be Notes only

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Hi all, 

I had a requirement to set the Default filter of the timeline to be notes only can this be achieved in any manner or is there any workaround for the same.

Are Workflow assemblies Deprecating ??

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Are Workflow Assemblies Deprecating, I had a requirement for which I was planning to use a workflow assemble but before that I just wanted to confirm if they are deprecating or not ?

Delay in processing excel with non Macro enabled Template Vs Macro Enambled template in CRM 8.0 onprem.

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Macro enabled excel xlsm file processing, writing rows and downloading taking 20 minutes rather than Non Macro enabled excel in 2 minutes in CRM 8.0 version of MSD CRM on Premise.


Dynamics 365 Authentication fails from Console application

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Hi,

I wonder if anyone has tried Github sample for Powerapps please? I am using one of the sample therefore getting error when trying to authenticate to Dynamics 365. I have posted the error details on the link below..

https://github.com/microsoft/PowerApps-Samples/issues/179

"The remote server returned an error(401) . Unauthorised"

Unable to Login to Dynamics CRMOrganizationWebProxyClient is null

Any idea what is wrong here?

Thanks

Adding Roboto font to rich text editor control

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How to add more fonts types the Rich text control in Dynamics365 online, 

after I read this link (https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/rich-text-editor-control), I have tried to edit the file ( /WebResources/msdyn_/RichTextEditorControl/RTEGlobalConfiguration.json) to add more fonts name but does not work, the new fonts will not be listed in the Listbox

{"defaultSupportedProps": {"autoGrow_onStartup": true,"basicEntities": true,"browserContextMenuOnCtrl": true,"copyFormatting_allowRules": true,"customConfig": "","dialog_backgroundCoverColor": "black","disableNativeSpellChecker": false,"enterMode": 3,"extraPlugins": "accessibilityhelp,autogrow,autolink,basicstyles,bidi,blockquote,button,collapser,colorbutton,colordialog,confighelper,contextmenu,copyformatting,dialog,find,floatpanel,font,indentblock,justify,panel,panelbutton,pastefromword,quicktable,selectall,stickystyles,superimage,tableresize,tableselection,tabletools","fillEmptyBlocks": true,"font_defaultLabel": "Segoe UI","font_names": "Angsana New/'Angsana New', 'Leelawadee UI', Sathu, serif;Arial/Arial, Helvetica, sans-serif;Arial Black/'Arial Black', Arial, sans-serif;Calibri Light/'Calibri Light', 'Helvetica Light', sans-serif;Calibri/Calibri, Helvetica, sans-serif;Cambria/Cambria, Georgia, serif;Candara/Candara, Optima, sans-serif;Century Gothic/'Century Gothic', sans-serif;Comic Sans MS/'Comic Sans MS';Consolas/Consolas, Courier, monospace;Constantia/Constantia, 'Hoefler Text', serif;Corbel/Corbel, Skia, sans-serif;Cordia New/'Cordia New', 'Leelawadee UI', Silom, sans-serif;Courier New/'Courier New';DaunPenh/DaunPenh, 'Leelawadee UI', 'Khmer MN', sans-serif;Franklin Gothic Book/'Franklin Gothic Book', 'Avenir Next Condensed', sans-serif;Franklin Gothic Demi/'Franklin Gothic Demi', 'Avenir Next Condensed Demi Bold', sans-serif;Franklin Gothic Medium/'Franklin Gothic Medium', 'Avenir Next Condensed Medium', sans-serif;Garamond/Garamond, Georgia, serif;Gautami/Gautami, 'Nirmala UI', 'Telugu MN', sans-serif;Georgia/Georgia, serif;Impact/Impact, Charcoal, sans-serif;Iskoola Pota/'Iskoola Pota', 'Nirmala UI', 'Sinhala MN', sans-serif;Kalinga/Kalinga, 'Nirmala UI', 'Oriya MN', sans-serif;Kartika/Kartika, 'Nirmala UI', 'Malayalam MN', sans-serif;Latha/Latha, 'Nirmala UI', 'Tamil MN', sans-serif;Leelawadee UI/'Leelawadee UI', Thonburi, sans-serif;Lucida Console/'Lucida Console', Monaco, monospace;Lucida Handwriting/'Lucida Handwriting', 'Apple Chancery', cursive;Lucida Sans Unicode/'Lucida Sans Unicode';Mangal/Mangal, 'Nirmala UI', 'Devanagari Sangam MN', sans-serif;Nirmala UI/'Nirmala UI', sans-serif;Nyala/Nyala, Kefa, sans-serif;Palatino Linotype/'Palatino Linotype', 'Book Antiqua', Palatino, serif;Raavi/Raavi, 'Nirmala UI', 'Gurmukhi MN', sans-serif;Segoe UI/'Segoe UI', 'Helvetica Neue', sans-serif;Shruti/Shruti, 'Nirmala UI', 'Gujarati Sangam MN', sans-serif;Sitka Heading/'Sitka Heading', Cochin, serif;Sitka Text/'Sitka Text', Cochin, serif;Sylfaen/Sylfaen, Mshtakan, Menlo, serif;TW Cen MT/'TW Cen MT', 'Century Gothic', sans-serif;Tahoma/Tahoma, Geneva, sans-serif;Times New Roman/'Times New Roman', Times, serif;Times/Times, 'Times New Roman', serif;Trebuchet MS/'Trebuchet MS';Tunga/Tunga, 'Nirmala UI', 'Kannada MN', sans-serif;Verdana/Verdana, Geneva, sans-serif;Vrinda/Vrinda, 'Nirmala UI', 'Bangla MN', sans-serif;メイリオ/Meiryo, メイリオ, 'Hiragino Sans', sans-serif;仿宋/FangSong, 仿宋, STFangsong, serif;微軟正黑體/'Microsoft JhengHei', 微軟正黑體, 'Apple LiGothic', sans-serif;微软雅黑/'Microsoft YaHei', 微软雅黑, STHeiti, sans-serif;新宋体/NSimSun, 新宋体, SimSun, 宋体, SimSun-ExtB, 宋体-ExtB, STSong, serif;新細明體/PMingLiU, 新細明體, PMingLiU-ExtB, 新細明體-ExtB, 'Apple LiSung', serif;楷体/KaiTi, 楷体, STKaiti, serif;標楷體/DFKai-SB, 標楷體, BiauKai, serif;游ゴシック/'Yu Gothic', 游ゴシック, YuGothic, sans-serif;游明朝/'Yu Mincho', 游明朝, YuMincho, serif;隶书/SimLi, 隶书, 'Baoli SC', serif;黑体/SimHei, 黑体, STHeiti, sans-serif;굴림/Gulim, 굴림, 'Nanum Gothic', sans-serif;궁서/Gungsuh, 궁서, GungSeo, serif;돋움/Dotum, 돋움, AppleGothic, sans-serif;맑은 고딕/'Malgun Gothic', '맑은 고딕', AppleGothic, sans-serif;바탕/Batang, 바탕, AppleMyungjo, serif;바탕체/BatangChe, 바탕체, AppleMyungjo, serif;MS Pゴシック/'MS PGothic', 'MS Pゴシック', 'MS Gothic', 'MS ゴシック', 'Hiragino Kaku Gothic ProN', sans-serif;MS P明朝/'MS PMincho', 'MS P明朝', 'MS Mincho', 'MS 明朝', 'Hiragino Mincho ProN', serif","fontSize_defaultLabel": "9","fontSize_sizes": "8/8pt;9/9pt;10/10pt;11/11pt;12/12pt;14/14pt;16/16pt;18/18pt;20/20pt;22/22pt;24/24pt;26/26pt;28/28pt;36/36pt;48/48pt;72/72pt;","height": 185,"keystrokes": [],"qtCellBorderColor": "rgb(171, 171, 171)","qtCellBorderStyle": "solid","qtCellBorderWidth": "1px","qtCellPadding": "1","qtCellSpacing": "0","qtCellWith": "120px","qtColumns": 8,"qtRows": 6,"qtStyle": {"border-collapse": "collapse","font-size": "9pt"
        },"removeDialogTabs": "flash:Upload;link:upload","removePlugins": "a11yhelp,codemirror,liststyle,magicline,scayt,showborders","skin": "superowa","stickyStyle": {"font-size": "9pt","font-family": "'Segoe UI','Helvetica Neue',sans-serif"
        },"stickyStyles_defaultTag": "div","superimageImageMaxSize": 5,"toolbarcollapser_enableResizer": true,"toolbarLocation": "bottom","uploadRecordId": []
    },"disableContentSanitization": false,"disableDefaultImageProcessing": false,"disableImages": false,"imageEntity": {"imageEntityName": "msdyn_richtextfiles","imageFileAttributeName": "msdyn_imageblob"
    },"showAsTabControl": false,"showFullScreenExpander": false,"showHtml": false,"showPreview": false,"showPreviewHeaderWarning": false}
}

Microsoft Dynamics 365 Hybrid Connector Uninstallation.

CRM 2015 - SubGrid column data's alignment is not proper. please suggest how to fix it.

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Above screen shot I taken from order product Grid and you can see alignment of grid data is not proper and below with same column.

Product description column data you can see in site column. I am using crm 2015 on-premises.

Please suggest me how to fix this. Thanks.

How to see if a section has "line at the top" from the console.

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Hello everyone,

I am writing a JS file that is supposed to retrieve every configurable option from every section in a specified entity. So far I got everything except the "Show a line at the top", "Label Alignment" and "Label Position". I don't care that much about the last two, but I would really like to be able to get the "Show a line at the top" property from the sections. I haven't seen any HTML/CSS property in the innerHTML, outerHTML's, so does anyone know from where I can see if that line is enabled or not ?

Thanks!

Pass entity field value as a parameter in HTML web resourse

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Hello Experts,

I am using an HTML web resource to display a link in Dynamics 365 Dashboard so that when user clicks on it will take to a Tableau Report. Let's say the link to display in the Dashboard is "My Sample Report". Here is part of the HTML:

<tr>
   <td>
      <a style='color: blue;' onclick='openLinkInWindow('https://tableauURL');" href="#">My Sample Report</a>
   </td>
</tr>

Since the Tableau URL is embedded in the HTML code, it cannot be managed by a user. So I am planning to create an entity to store Tableau URLs, therefore when there is any updates in the Tableau URL, Dynamics user can update the new URL in the entity record.

My problem is how do I get the field value (URL value from the entity) and pass in to the HTML file. Any suggestion?

Example:

Thank you!

How to capture timestamp when user Dynamics365 form onunload or closure event

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How to capture the timestamp when user closes the form in dynamics 365 CE

I have tried window.onbeforeunload and formcontet.onunload and addeventlistener.nothing is working as expected.


Create a list of records for which a field value has changed

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Hello everyone,

I am trying to find a way to create a marketing list or a view for accounts (and contacts) for which a field value has changed recently in the last X month. 

I am not sure if I should use a workflow or a business rule for that. I have tried to create a workflow for that, however it seems that there is no action for creating/updating a marketing list.


Any idea of how I should proceed? 

Many thanks 

Custom JS not working on Entity Form, Web Page, Web Form

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Hi All,

I have configured Customer Service Powerapps Portal and I want to validate "Profile Page" based on some fields.

Custome JS not working for Profile Web Page, I registered JS  under Profile Web Page -> Localized Content -> Advanced Tab -> Custom Javascript but it did not work.

Please suggest how to achieve this.

I tried below code snippet :


if (window.jQuery) {
(function ($) {
if (typeof (webFormClientValidate) != 'undefined') {
var originalValidationFunction = webFormClientValidate;
if (originalValidationFunction && typeof (originalValidationFunction) == "function") {
webFormClientValidate = function() {
originalValidationFunction.apply(this, arguments);
                      
                if($("#cr243_otp").val() === "")
                {
                    
                    alert("OTP required");
                    returnfalse;
                }
                else
                {
                    returntrue;
                }
};
}
}
}(window.jQuery));
}

Account Ownership

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CRM how do we set up  CRM to have it automatically set the owner of a contact that was created by someone else, to the owner of the account they are tied to. When our tech team works on a case the CRM automatically changes the owner of the account. 
SO.... in the marketing module the recipient sees the technician's name as the account owner not the real account owner who we need to have in place. It is frustrating when the tech team works on a case that the account ownership appears to revert to them. Help  please? 

CRM 2016 and ADFS

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Hi.

We have a CRM 2011 environment with ADFS configured and all working as expected for multiple incoming domains.

We are working towards deploying CRM 2016 and will be using the same ADFS servers.

Currently we have deployed the UAT CRM 2016 server and configured the relying party trust using the recommended methods from Microsoft.

All production systems are working but when trying to log into the UAT 2016 server through the ADFS portal it only accepts local domain users only. If a remote domain user attempts to login they get to the ADFS portal but then get "an error occurred" message.

Can anyone help with any troubleshooting steps please?

As mentioned, remote domain users can access the production systems fine, but those same users cannot access the UAT 2016 system. All relying party trust and deployment manager settings are configured as expected and metadata updates work with no errors.

Learn D365 Crm by Real Time Project Example

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Is there any site to learn D365 CRM by Real Time Project example.

I currently working on Projects. But I want to learn more things by real time project example.

thanks in advace.....(I dont want the site link for learning concepts I want only exercise sites for improve myself...)

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