Hello,
I'm wondering if there is a way to modify a subgrid within an entity form using web api. I need a way to automatically change the contents of the team subgrid within the systemuser entity form from a separate dasbhoard.
Or I need to know how to automatically create teammembership records (via web api POST or Xrm.WebApi.createRecord) to establish the relationship between systemuser and team.
Thank you very much,
Scott
Hello,
I am trying to create a power automate flow that will send an email to the related contact of an appointment when specific criteria are met. But I cannot get contactid (optionalattendees) from the appointment. I use get a row by id action to get appointment's data. Any ideas?
Thanks
We have setup App Proxy for out CRM 365 on-prem system so we can use MFA. So my CRM url changed from https://myOrg... to https://myOrg....msappproxy.net.
The new msappproxy url works if it is used in the browser but it doesnt work if I use it in the code to create OrganizationServiceProxy. I got this error:
Message=Metadata contains a reference that cannot be resolved:
https://login.microsoftonline.com/cb18b763-5f98-4320-ad8d-42619964d863/oauth2/authorize?response_type=code&client_id=f658a4e9-6e1c-4208-908f-c90aebd775d7&scope=openid&nonce=be97ca7a-a274-4d92-b6b7-51ee552bf1de&redirect_uri=https:%2f%2fmyOrg.msappproxy.net%2f&state=AppProxyState:{"InvalidTokenRetry":null%2c"IsMsofba":false%2c"OriginalRawUrl":"https:%5c%2f%5c%2fmyOrg.msappproxy.net%5c%2fTulsaTech%5c%2fXRMServices%5c%2f2011%5c%2fOrganization.svc%3fwsdl%26sdkversion%3d9.2"%2c"RequestProfileId":null%2c"SessionId":"6fb5c2be-81f6-486b-a933-603afb56fba1"}%23EndOfStateParam%23&client-request-id=6fb5c2be-81f6-486b-a933-603afb56fba1
Also the plugin registration tool and xrmtoolkit cannot resolve this new url. Any help?
Thanks
Holly
HI everyone, we are trying to setup unified routing for cases in our organization. Just to test the workflow, I did simple setup configuration of workstreams, intake rules, classification and queues but unfortunately after intake is triggered and approved it doesn't move into the classification stage anymore and with it the following subsequent steps.
Here is the diagnostic screenshot of our wokstream:
Here is the workstream we are trying to setup:
Intake rule:
Work classification:
Queue ruleset:
In the queue we have user assigned to it and technically the case should be assigned to the particular user after intake.
Please help me understand if I am doing something wrong or if you have something similar setup for your org and it is working, kindly please share what relevant steps you have taken to get this working.Thanks!
Im trying to run some custom JS code to target the 'Reset Password' page (which we can't access like the Sign In page) to customize its styling.
I've already done this in the past to target the Sign In page - and that's never been an issue and has worked well.
So my process, create new JS file, create new Web File in Portal Management (configure everything the same as the Signin JS file except obviously the name. Upload the JS file to the note.
This is the JS Code:
$(document).ready(function () {
if(window.location.href.includes("ResetPassword")) {
alert("Reset your Password! ");
} else {
alert("URL: " + window.location.href);
}
});
I then clear server cache (and browser cache to be on safe side), go to the login page of the portal. In browser debug i can see JS code, but its not executing (if though it has else statement on the if)
I then go to the Reset Password page (via link in email which i triggered), the JS code is present (like with the login page) but it would also appear to not be triggered as no JS alerts are appearing
As a side thing - i did notice that the JS code i did awhile back for the Login Page (added thru same process) appears 'differently' within the code - in that appears encapsulated within these DIV's
I also note - i added an Alert statement within the Login Page code, but it appears the system doesn't update from the old JS file.
I also thought id test something different - i added some <script> tags into the HTML of the navbar (with an alert). after reloading page (and clearing cache) the JS code is visible, but once again no JS code is executing.
Can anyone offer any ideas?
Dynamics 365 On-Premise version 9.0.43.6
XrmToolBox version 1.2023.1.63
Connecting to organizations on this Dynamics-server with XrmToolBox gives me the following error message:
Connecting using system admin user.
What has been tried?
XrmToolBox logs gives the same error as over and Dynamics Trace Logs gives me this:
The exception message is: The authentication schemes configured on the host ('Anonymous') do not allow those configured on the binding 'BasicHttpBinding' ('Negotiate'). Please ensure that the SecurityMode is set to Transport or TransportCredentialOnly. Additionally, this may be resolved by changing the authentication schemes for this application through the IIS management tool, through the ServiceHost.Authentication.AuthenticationSchemes property, in the application configuration file at the <serviceAuthenticationManager> element, by updating the ClientCredentialType property on the binding, or by adjusting the AuthenticationScheme property on the HttpTransportBindingElement.. failed with exception System.Web.HttpUnhandledException (0x80004005)
Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #5E9BAA9D: System.Web.HttpUnhandledException (0x80004005): Exception of type 'System.Web.HttpUnhandledException' was thrown. ---> System.ArgumentOutOfRangeException: Specified argument was out of the range of valid values.
The field 'Resolution Time' is currently calculated by the difference in minutes between 'Created On' and 'Date Resolved' which works, but when a case is reopened, it doesn't disregard the days it was set to resolved before it was reopened.
Is there a way to make it so when a case is re-opened and resolved again, it only calculates the time the case was open for and adds that to the original resolution time?
Many thanks
Ethan
Can anyone point me in the industry standard approach to integrate CRM or Field Services to the SAP, Sales Force or other platforms?
I need to know the best practices for security and data synch bi-directional.
Hi,
I've created different forms for different objects such as lead etc... it works.
But I've created a custom form for account and it's not displaying. I don't have any drop down option to select between my forms. It displaying only one form.
I've already have affected the form to my security role but it's nor working.
Could you help me please?
thanks
Hi All,
Every release wave brings about a number of deprecations. Release Wave 1 2023 brings about a number of controls that will be deprecated.
To prepare for this, our team tries to discover the usage of these controls. Having a good number of custom complex forms, it is difficult to determine if we are actually using these deprecated controls.
Is there a good way to find out if we are affected and thus start taking action?
Can Solution Checker find them? If not, should it?
We have a customer account set up by one of our business divisions (printing division). Within that account, we have established another contact and have started communications under a different business division (frozen meal supply). Should we create a new account or a subaccount/child account to keep these communications, leads, campaigns etc separate?
Hi there,
I successfully installed Dynamics CRM 9.1 on-premises (No Claim-based authentication nor IFD is configured) and discovered the below behaviors if I started a browser and navigate to:
Scenario 1: http://localhost
[Result: Auto logged in to the CRM, not prompting for username and password]
Scenario 2: http://hostname.xxx.com (Where xxx.com is the Active Directory domain)
[Result: Auto logged in to the CRM, not prompting for username and password]
Scenario 3: http://crm.yyy.com (Where crm.yyy.com is a random custom URL, I simply created an entry in the host file in the server, pointing crm.yyy.com to the IP address of the server)
[Result: Prompting for username and password. Need to provide the username and password to log in to the CRM]
From my perspective, I think Scenario 2 & 3 should result the same, i.e. auto log in the crm without the need to manually enter the credentials. May I know if you have any idea on this behavior? Thanks.
I have created some model driven app as per requirement and I select different view for each apps and I want to achieve one functionality that is when I click on one button its fetch all the view.
I want to show only the list of view that are display in model driven app.
Thanks in advanced
Hi I have a requirement to build a Power BI report to show our crm audit detail for a usage overtime for measuring up take of our system. After trying with odata, and it being painfully slow, I'm now focused on using fetchxml. How do you code this to return all pages i.e not restricted to the limit of 5000. I have xrmtoolbox installed today, but will need details as it is all new for me.
activityfileattachment and fileattachment entities, do have attachment information associated with the post but i am not able to find it's filecontent although activityfileattachment does have filecontent attribute but it has some GUID in it and there is no information on how to fetch attachment content using that GUID.
1)Here is documentation snap shot of that attribute filecontent of activityfileattachment (https://i.stack.imgur.com/hPl98.png)
2)This is that attachment object i am getting from activityfileattachment entity which has all details except attachment content which i want to download. (https://i.stack.imgur.com/SQXT2.png)
Please Let me know how can i get content of attachment using this GUID given in file content.
If not how can i get/download file content uploaded in a post.
Hi All,
I am using omnichannel with power virtual agent for live chat implementation, where users can connect with the live agent and get help with any issues.
For one requirement, I'd rather pass Trigger Phrase dynamically through JavaScript or any datatag than type it manually. how?
BR,
VS
I have a problem involving an SRSS, which contains a main report with 2 dynamic subreports.
These subreports must have dynamic pagination that must always be at the fixed bottom of each page.
What are the possible solutions to solve this?
What I have right now is this.
And I want to look like that, with pagination fixed at the bottom of the page
I have a javascript code that looks up the discount assigned to the account. And this amount will be subtracted from the amount in the price of each opportunity product. I would like to execute this code when a product is added to the opportunity and as soon as the total amount of the opportunity changes, the operations have already been done. Is there a method to do it? I've tried adding the event when the opportunity's "detailed amount" field changes, but it runs and doesn't reflect the change.
Hi all,
i want to create a new online instance via PS.
im able to provide this with with
$NewCrmInstance = New-CrmInstanceInfo -BaseLanguage 1033 -DomainName matptest -FriendlyName "Contoso production instance" -InitialUserEmail admin@contoso.onmicrosoft.com -InstanceType Sandbox -ServiceVersionId 31cafafe-c6b1-4c0a-bb53-73927841bc5c -CurrencyCode 840 -CurrencyName USD -CurrencyPrecision 2 -CurrencySymbol $ -Purpose "This is a new production environment for Contoso."
BUT i cant find the parameters for adding a database and enabling dynamics 365 apps.
Any knowledge around ?
best in advanced!
