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How to get tax calculated on invoice level instead of invoice line?

October 12, 2021, 2:02 am
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Hi dear reader,

On our 'ancient' on premise 8.2 system we're struggling with this issue.
System calculates the invoice tax by calculating the sum all individual invoice lines which isn't always the same as the calculation of tax on invoice level.

Example:
two invoice lines with baseamounts 112,50, tax 21%
Each line has tax of 23,63 (rounded from 23,625), giving a totaltax on the invoice of 47,26.
Requirement is that tax is calculated on invoice level, so 21% of 225 = 47,25.

How to accomplish this? I can have a plugin overwrite the totaltax on the invoice, but everytime the invoice is loaded, it's overwritten immediately with the system calculation. If I turn off the system price calculation, the calculation of invoicelines stops which isn't desirable either.

It would be perfect if I'd just set the decimals of the invoice line tax fields to 4, but when I do, it still is filled in rounded.

Any ideas?
Thanks,
Jeroen

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How to Debug Slandered D365 Plugin in VS 2019 ?

October 12, 2021, 4:01 am
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How to Debug Slandered D365 Plugin in VS 2019 ?

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Check agents current presence in power automate flow before transferring chat to live agent?

October 12, 2021, 5:48 am
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Can we check agents current presence in power automate flow before transferring chat to live agent?

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Dynamics 365 Search Resource Availability With Constraints

October 12, 2021, 5:59 am
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I've been trying to add filters to my Search Resource Availability api call following this page: [Search resource availability API][1]
No matter what I do I can't seem to filter by Organizational Unit.
Here's my http call body:
```json
{
"Version": "3",
"IsWebApi": true,
"Requirement": {
"msdyn_fromdate": "2021-11-01T00:00:00Z",
"msdyn_todate": "2021-11-30T23:59:00Z",
"msdyn_remainingduration": 60,
"msdyn_duration": 60,
"@odata.type": "Microsoft.Dynamics.CRM.msdyn_resourcerequirement"
},
"Settings": {
"ConsiderSlotsWithProposedBookings": false,
"MovePastStartDateToCurrentDate": true,
"@odata.type": "Microsoft.Dynamics.CRM.expando"
},
"ResourceSpecification":{
"@odata.type": "Microsoft.Dynamics.CRM.expando",
"ResourceTypes@odata.type": "Collection(Microsoft.Dynamics.CRM.expando)",
"ResourceTypes": [
{
"@odata.type": "Microsoft.Dynamics.CRM.expando",
"value": "3"
}
],
"Constraints": {
"@odata.type": "Microsoft.Dynamics.CRM.expando",
"OrganizationalUnits@odata.type": "Collection(Microsoft.Dynamics.CRM.expando)",
"OrganizationalUnits":[
{
"@odata.type": "Microsoft.Dynamics.CRM.expando",
"value": "b2054232-a114-ec11-b6e7-000d3a842ab8"
}
]
}
}
}
```

And here's the response I get:
```json
{
"@odata.context": "">orga215da53.api.crm3.dynamics.com/.../$metadata
"TimeSlots": [],
"Resources": [],
"Related": {
"@odata.type": "#Microsoft.Dynamics.CRM.expando",
"TimeSlots@odata.type": "#Collection(Microsoft.Dynamics.CRM.crmbaseentity)",
"TimeSlots": [],
"Resources@odata.type": "#Collection(Microsoft.Dynamics.CRM.crmbaseentity)",
"Resources": []
},
"Exceptions": {
"@odata.type": "#Microsoft.Dynamics.CRM.expando"
}
}
```
But i KNOW that that organization unit exists in CRM.
I tried changing the odata.type to the actual Organization Unit CRM type (`msdyn_organizationalunit`) but that just gives me an error (`An error occurred while validating input parameters: System.ArgumentNullException: Value cannot be null`)
What is it that I'm doing wrong?
Thanks!

[1]: docs.microsoft.com/.../search-resource-availability-api

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Can chat transfer back to power virtual agent from Omnichannel live agent?

October 12, 2021, 6:06 am
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We need to transfer the chat back to chatbot if agent doesn't responds or rejects the chat request

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Lead Functionality

October 12, 2021, 7:03 am
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There is a Lead functionality within the Sales CRM. So far it has been hidden to our users. We need it turned on. Any help how can this be done?

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Error Message: Duplicate Row Found

October 12, 2021, 9:48 am
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When trying to import report from Excel I receive error message: Duplicate row found imported already. How do I clear this error or clear the previous import?

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Industry Segment Coding in CRM

October 12, 2021, 11:43 am
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My organization is looking to have a required field called Main Industry, a required field called Primary Sub Industry, and an optional field called Secondary Sub Industry to improve reporting around our client accounts. Right now, we have one required field called Industry Segment. I am going to have to map the Industry Segment field to the new Main Industry field, then map the corresponding sub industries to the Main Industry field. 

I realize this is a loaded question, but if anyone has gone through a similar process and could provide some tips and tricks, they would be greatly appreciated. 

Thank you! 

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Error -2147220970

October 12, 2021, 11:50 am
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When saving a new case entity a user gets the error message below:

Exception Message: Participating entity record of stage... is not valid.  When I look it up the error code all it means is "there was an unexpected error".  Does anyone have any insight as to what it means or what causes it to appear?

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Issue with the synchro Outlook CRM

October 12, 2021, 1:13 pm
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Hello, 

we are facing an issue the emails are tracked betwen CRM and outlook even if the account setting if configurad to Track = No email messages ??

Could you please explain this behavior is there an explanation for that ?

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Supported deployment does not agree with message availability

October 12, 2021, 7:08 pm
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While updating a managed solution I am getting an error 80040203 which has a description "Supported deployment does not agree with message availability".  Not clear on what the issue is as it is not an issue on other sites.  The release is the 2021 version Wave 2.  

Any assistance would be appreciated.

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Date Time field value showing 1 day behind in CRM 365 9.2

October 13, 2021, 12:57 am
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Hi All,

I have updated title with one of date time field value in crm through console.This date field is user local behaviour & format is date only.

But when its updating its showing 1 day less for ex : date reported field has : 20/07/2021 but in title it updated with 19/07/2021.

Below code i have tried with taking adding 1 day also but dont think in this way it will work as it depends on time zone.

foreach (var enitem in completeCaseCollection)
            {
                var title = enitem.Attributes.Contains("title") ? enitem.GetAttributeValue<string>("title") : string.Empty;
                var dateReported = enitem.Contains("new_datereported") ? enitem.GetAttributeValue<DateTime?>("new_datereported") : new DateTime();
 
                string day = dateReported.Value.AddDays(1).Day.ToString("00");
                string month = dateReported.Value.Month.ToString("00");
                int year = dateReported.Value.Year;
                string updatedDate = $"{day}{month}{year}";
                int pos_RunningCounter = title.LastIndexOf("-") + 1;
                string InteractionType = title.Substring(0, title.IndexOf("-"));
                string RunningCounter = title.Substring(pos_RunningCounter, title.Length - pos_RunningCounter);
                string updatedTitle = $"{InteractionType}-{updatedDate}-{RunningCounter}";
 
                // Stage Status Update
                Entity caseUpdate = new Entity("incident");             
                caseUpdate["title"] = updatedTitle;
                if (enitem.Id != null)
                    caseUpdate.Id = enitem.Id;
                if (Service != null)
                    Service.Update(caseUpdate);
}

What could be the solution instead modifying behaviour to time zone independent. Is there any other way to do from code side to convert time  ?

Thanks,

Jharana

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Integrate with Blogger.Com with community.dynamics.com

October 13, 2021, 1:16 am
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Hello All,

Any one integrated Blog from Blogger.com to Community.dynamics.com ? Because unfortunately i cannot merge the same. Admin requested for RSS2.0 Feed, even though i shared Admin said its not valid. So i need some one help to get Blog Merge Successfully.

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can enablesync to external search index on a Managed Solution table

October 13, 2021, 2:34 am
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With 2021 Wave 2 came the new search functionality which I am sure will be very good, however we started developing our Managed Solution in 2008 and many of our tables are not available for the search because the attribute "can enablesync to external search index" is not enabled. Interestingly though any tables added in the last couple of iterations, I think since version 8, have this attribute set to true, but older tables do not.   We have updated our managed solution to have this attribute enabled however when applying the updated managed solution to existing deployments this attribute is not updated. 

So at this stage our existing clients are stuck, they have lost their old search and cannot use the new one.  

Any assistance would be appreciated.

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New look screens??

October 13, 2021, 3:13 am
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Hi,

Just a general question as I may have missed the memo

Have the screens changed in Dynamics 365 CRM (Cloud)  

We have Opportunities and when the list appears there are no letters at the bottom of the page to carry out a filter.  They are still there for Accounts / Contacts.  Has this been changed recently or have I just not noticed it missing before??

Also as the Search functionality changed.  The Search box is in the middle of the screen and when you perform a search many results come up?

Regards

Chris

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clone button on form toolbar which clones the record on subgrid

October 13, 2021, 4:23 am
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Need to know how to implement cloning functionality on a button added by Ribbon. As I will be adding subgrid on form and on clicking clone button it should copy the records on subgrid

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Couldn't get any entities from query

October 13, 2021, 4:54 am
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Hello,

Developed an API. Now i want to give rights to a user for calling an API. Which rights should I give this user?
 

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onclick datepicker jump

October 13, 2021, 5:34 am
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Dear Community,

is it possible to jump to a specific date in the datepicker?

i can fomrcontext.setValue onload of form. onclick of the calendar-icon, the datepicker will jump to that date.

however, this way the form is dirty and this behavior is not wanted.

i tried the unsupported way of .addEventListener("click", function () on the dom-element, but its not working properly.

custom pcf only way?

thank you for your service

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Pipeline deployment, but missing entity that cannot be deployed by pipeline?

October 13, 2021, 5:42 am
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Hello everyone,

I'm running into a circular issue, it seems. I have a solution that uses a plugin. This plugin is registered by means of Xrm Toolbox with the Plugin Registration tool installed. In this case it is a webhook that gets triggered. This webhook works marvelous.

However, when I run the deployment pipeline in order to move the app from development to the UAT environment, it complains that "Some dependencies are missing", and it refers to the (what the development environment currently shows as) plugin. See the image below.



This "plug-in step" can't be exported, as far as I can see. 

So, I recreated this plug-in step in the UAT environment. By hand, completely identical. And also the Cloud Flow that gets triggered by this plugin. Because this needs a trigger (plug-in) on a specific URL, unique for that environment. Names, contents, actions, steps, everything unique. So, the missing dependencies now exist on the target environment as well.

The result is, that the pipeline still doesn't deploy the solution, with the same error, pointing in the general direction of the plug-in.

I can think of one reason that this happens; both plugin-ins have a unique ID themselves, whereas when the plug-in were to be deployed by the pipeline, it would have the identical ID of the plug-in at the development environment. That is merely an assumption though. Is this assumption correct?

My main question is; how do I get the pipeline running again? Does anyone have an idea of where to look next?

Many thanks in advance,
- Alex.

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Best method to "poll" or wait for external response on form using JavaScript? WebSockets, SSE, Comet?

October 13, 2021, 6:00 am
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Hi, I'm looking for suggestions or thoughts on implementing a "Comet" style pattern on a particular form in DynamicsCRM online. I'd like to be able to use JavaScript to connect to an on-premise WebServer and wait for a response from that server. I've used a Comet style pattern before, but was curious if anyone has any experience or examples of a more modern approach use SSE or WebSockets. Any insights, tips or suggestions would be greatly appreciated!

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