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Dynamics 365 Ribbon customisation - copy OOB Mark complete button

October 10, 2021, 12:12 am
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Hi,

Mark Complete button is viewable in activities grid.

For my client's requirement, I just want this to be visible for "Task" activity only when selecting tasks from activity gird. I tried displayrule on this "Mark complete" button with "select entity" as "Task" but not luck. I also tried enable rule but no luck.   I have also tried calling Javascript as a custom rule just to check selected entitylogicalname and what i found the name was always returned "activitypointer" which makes me think given this selection is always happening from activity view so regardless of the activity been selected it will always be the underline activitypointer table.

So as an alternative, the other area business are asking to make it work  is to provide "Mark Complete" button on the dashboard against tasks view....I am wondering if we could somehow add/copy "Mark Complete "button into the view below. Business users do not want to click on "See all records" and then go into that view to mark the activity as completed given it is multiple clicks for them.

Is there a way to copy the same button from home page grid of task and apply in the subgrid below? essentially it seems to be a subrid view of task in the dashboard.

Thanks

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RemoteExecutionContext - CRM 365 to service bus - deserialising with json.net or DataContractJsonSerializer date format in json string

October 10, 2021, 2:14 am
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My scenario is that I reading messages off a service bus that a plugin or OOB connector from CRM 365 adds a json object to a service bus.

Using this approach I see that datetimes are in json:
community.dynamics.com/.../parse-json-string-that-represents-the-dynamics-365-plugin-execution-context-received-in-azure-function

Trying to use json.net to deserialize the message I encounter an issue:

Newtonsoft.Json.JsonSerializationException: 'Cannot create and populate list type Microsoft.Xrm.Sdk.KeyAttributeCollection. Path 'OwningExtension.KeyAttributes', line 1, position 7017.'

So instead I have resorted to using DataContractJsonSerializer. With this I have an issue with dates when trying to map to an entity and early bound classes.

The service bus message is of type RemoteExecutionContext - but when I deserialize this message the date formats are in the following:

"key": "createdon",
"value": "/Date(1633688867000)/"


I would like it in the DateTime format before converting to an account model for instance otherwise dates will not work correctly and the mapping will fail.

Any ideas on how to solve this would be appreciated.

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New class to replace OrganisationService

October 10, 2021, 5:14 pm
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Hi,

We are notified that the old O365 Auth for d365 will be retired on April 2022, along with OrganizationServiceProxy class and OrganizationService class from Microsoft.Xrm.Client dll.

We have a couple of application which shared a connection service class called "DomainOrganizationService". This class extends the OrganizationService and has a lot of extended methods.

Is there any class we can use to replace OrganizationService class if OrganizationService class is retired? I know there is a CrmClientService class which is recommended to use however this is a sealed class and does not allow to be extened.

Otherwise do we have to have DomainOrganizationService class directly inherit IOrganizationService interface? We cannot abandon DomainOrganizationService as it is used everywhere in multiple applications and it will be a huge project to retire DomainOrganizationService class.

Any help will be appreciated.

Thanks

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Dynamics 365 workflow error The parent is not valid.

October 10, 2021, 6:24 pm
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I have workflow to convert incoming emails to case, however, I got the error "the parent is not valid", please advise.

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Portal Record URL in CRM portal

October 10, 2021, 11:16 pm
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Hi,

How can we include record URL in portals?

Description :

We have a subgrid for Task entity in portal showing all tasks.

Suppose A task is created and is visible on portal. Tasks contains text saying you have to complete further steps of Financial Review(Custom entity). So Is there a way we can include that entity record portal URL in the task form in the portal so that when user clicks on the URL, it will redirect to that particular record page in portal?

Attaching portal task form below.

Regards,

Akash

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Can't view documents in a entity d365 CRM

October 10, 2021, 11:29 pm
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I am creating a case in which there's a Dropdown in which I can see the contacts and accounts list. 
If i am selecting any of the contact and saving the form. its working fine like i can see the my .xls files and other documents in the documents tab. (Perfect case)

but if I am selecting any of the account from that Dropdown , then after saving the case,I am seeing my contacts in documents tab :(
stucked .need help 

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I am getting this error when installing the CRM, can anyone can help?

October 11, 2021, 3:03 am
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when I am installing CRM on my machine I am getting this error:


"Error| Install exception.System.Exception: Action Microsoft.Crm.Tools.Admin.CreateDatabaseAction failed. ---> System.IO.IOException: The network path was not found."


anyone?

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I need to create a record in dynamics 365 finance and operations from dynamics 365 sales through plugin using web api

October 11, 2021, 3:27 am
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Hi I need to integrate D365 F&O and D365 sales to create a record in dynamics 365 finance and operations from dynamics 365 sales through plugin using web api. Can someone help me on this

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retrieve all privileges for security role

October 11, 2021, 3:46 am
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public static List<Entity> RetrieveRolePrivileges(Guid securityRoleId)
{
var roleRequest = new RetrieveRolePrivilegesRoleRequest { RoleId = securityRoleId };
RetrieveRolePrivilegesRoleResponse roleReponse = new RetrieveRolePrivilegesRoleResponse();
roleReponse = (RetrieveRolePrivilegesRoleResponse)service.Execute(roleRequest);

var privilegeQuery = new QueryExpression { EntityName = "privilege", ColumnSet = new ColumnSet(true) };

var filter = new FilterExpression(LogicalOperator.Or);

List<Guid> prvIdCollecyion = new List<Guid>();
foreach (var p in roleReponse.RolePrivileges)
{
prvIdCollecyion.Add(p.PrivilegeId);
}
filter.AddCondition("privilegeid", ConditionOperator.In, prvIdCollecyion.Cast<object>().ToArray());


privilegeQuery.Criteria = filter;

List<Entity> contactPrivileges = new List<Entity>();
EntityCollection privileges = service.RetrieveMultiple(privilegeQuery);

contactPrivileges = privileges.Entities.ToList()
.Where(p => p.GetAttributeValue<String>("name").ToLower()
.Contains("contact")).ToList();

return contactPrivileges;
}

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Document Management Settings

October 11, 2021, 4:31 am
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Will document management settings be brought across environments?

Is there a way to set this up in one environment and then deploy it in another? Or do you have to set it up individually for each environment?

For example if I were to set up document management for the Account entity, is there a way to bring that across to another environment or is it a case of setting it up again in the live environment. 

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Wanted to enable Login in PowerApps Portal

October 11, 2021, 4:53 am
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Hi All,

I need to enable Login feature in Power Apps Portal. At present to Login is enable for that Portal. Now we have a requirement that 

whenever we login to Portal a Login page should come up. From there after giving User Name and Password User can able to Login to Portal.

Any help on this is highly appreciable.

Thanks in advance.

Any Link or blogs which is helpful for this can also help.

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My image of entity of sitemap does not seem to be good.

October 11, 2021, 5:05 am
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My image of entity of sitemap does not seem to be good. I have added terriotory entity on sitemap the icon which comes there seems to be disrupted. I have removed entity from sitemap and tried again but no good results

attaching the screenshot.

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Hide related entities based on value

October 11, 2021, 8:41 am
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Hello All,

Parent enttiy : Account

Child Entity : SubAccout

Sub account will be visible on click on Related on Opening an account form

I need to hide Or Show SubEntity in related record based on field in Account form

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Adding custom entity to Microsoft App for Outlook - greyed out 'Activities' tickbox

October 11, 2021, 8:47 am
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Hi all!

I have a custom entity that was added before my time here and I am trying to get it to appear in the Dynamics for outlook app.

I found many articles on this and it seemed easy BUT when this custom entity was created, the Activity box was not ticked. It is way too old to restart again but the activity box is now greyed out.

Is there a way to tick this activity box now? Or is it just stuck now and we are destined to never be able to add them form outlook?

https://docs.microsoft.com/en-us/dynamics365/outlook-app/enable-a-custom-entity-to-appear-in-the-regarding-lookup

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Dynamic 365 Crm BPF add condition between 2 stages not possible

October 11, 2021, 11:40 am
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Dears,

i have an issue with my BPF i cannot add a condition between 2 stages it only give me the option to add the condition under another condition can any one explain why to me and if there is a fix?

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How to set personal time zone for Application User

October 11, 2021, 1:39 pm
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For those who have added an Application User (assumedly from Azure AD) to CE, how does one set his personal settings such as local time zone.  I don't see it in the Azure space.  I don't know how to log in as him.

I ask because I'm seeing data that looks off by a day once he imports (SSIS) it.

TIA

dukey

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Unable to select row in Advanced lookup

October 11, 2021, 4:35 pm
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Hi,

There appears to have been an update or a push that has gone  live over the last day or so that has changed us to having the Advanced lookup feature on. We don't seem to be able to turn this off via the admin center, so i assume this is just the new way moving forward. Unfortunately, we seem to be unable to select rows in the new UI, even system admin can't. Any advice on this, or has anyone seen this?

Update: Only occurs when the lookup field is selected from the Business process flow instead of the form.

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Is it possible to open activities in a new tab anymore with the new Wave 2 release

October 11, 2021, 6:17 pm
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Hi all,

Quick question. My users quite like opening their list of activities in new tabs when going through their list. I understand right clicking and the open in new tab is deprecated and that we can still use CTRL click to open a record in a new tab. The problem comes about with activities as when you CTRL click on a activity it opens a modal dialog instead of opening it in a new tab and I don't see anyplace in which I can turn this off.

So currently when I CTRL click this email activity. It opens it modally. Is there a way to turn this off.

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Image Annotation

October 11, 2021, 7:21 pm
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Trying to add images to forms however having some issues:

  • Can't find any controls not sure if image annotation control is required no option to add to field on form
  • I can add images and delete but can't open
  • On mobile can take picture or select image
  • Can't find any preview options or features to change

Any ideas I think this was preview then removed in Jan or Feb before going GA?

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Send email 1 week before the due date in ms automate flow crm 365

October 11, 2021, 9:32 pm
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Hi All,

I am trying to apply filter in fetchxml to get the lists of cases where 1 week back from the due date email should trigger using ms flow.

What filter should i apply in fetch xml . I am trying with duedate on adddays(utcnow(),7) so thta i can get the future due date record lists.Is it coorect way to use in fetchxml in ms flow ?

Thanks,

Jharana

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