In the Youtube-tutorial for Dynamics 365 a consultant shows how you can make a record active or not active based on a date when the form was last updated.
It's shown at this timestamp in the video: https://youtu.be/SubfKExKOgE?t=100
If the form has been updated the last 12 months it's shown as active with a green signal-icon.
My question is how do you setup this functionality? Business rules? And how does he get the green signal icon for the record being active? Thanks in advance
How can I add space between letters in an email?
Basically we want a value "A" to change to value "Z" if Value hasn't been changed in 7 days..
is that possible somehow?
Hi everyone,
We have 2 different sale teams. Dynamics 9.1 on premise
They have same products and prices but different customers.
Also we have admins who should habe right to create invoice in every sale teams
How in this case better to split access for sales ?
Thank you
Hi everyone,
In our company in 1 order we can have different types of products (service and physical shipping) and for reasons they have different workflow and finish date
What will be better solution to create workflow for each product type and monitor their completion from manager?
Thank you
Hi Team,
There is an OOB Entity lookup on a custom entity.
So the requirement is when we click on the new record for Lookup field on the custom entity the hidden field on the quick create should be set to a constant value but rightnow is getting defaulted to some other value due to BRE .
Can anyone please help me.
Thank you.
Regards,
Richa
App.Grid.Search("Search Text");
App.Grid.OpenRecord(1);
As the title says, we are thinking about switching to automatic e-mail sync with Dynamics. What we didn't found in the documentation is whether the whole inbox of the user will be synced retrospectively or just new e-mails after changing the sync setting in the personal settings will be synced.
Hi Experts,
Need help on below JavaScript, everything working fine except, when user selects the next stage, Confirm Dialog prompt for confirmation, but when user click on OK button in the dialog box, this action does not move to next stage. Simply its close the dialog box. if anyone can help me on this?
Hi
I am facing an issue while editing command bar. I am trying to add a power FX expression on a button visibility formula. I want to pick an option set value and cehck what option is selected and based upon that will hide/show the button below is my expression
Hi everyone,
I am trying to integrate a power virtual agent bot into a particular knowledge article and it's not getting displayed. I have even set the origin allow list for power va in knowledge article but somehow it's not displaying.
Here how it's getting displayed in Designer but not in Preview in the Knowledge Article:
Checked origins allow list:
Please assist me on this and help me fix this ASAP. Thanks!
Best regards,
Arijeet
When working in Customer Service Hub - Cases, I am trying to create a view that shows cases that include only completed work orders.
The problem is some cases have multiple work orders, and these work orders will have different system statuses and substatuses. If I am trying to create a filter that shows cases that does not include work orders with a substatus of "to book" this is showing me cases that include 2 work orders 1 at "to book" and 1 at "complete".
I would like to make the filter "harsher" and if any record within the case does not meet the requirements then it should be ignored.
Thanks for any help.
Kind regards,
Thomas.
Hi all,
I am having trouble with our sign ups for our mailing lists – essentially, people are signing up to receive information from us through our website and appearing on the Mailchimp lists in Mailchimp,
but not syncing through to the CRM. There are a couple of hundred people who do not have any information in the ‘MS CRM Mailing List’ column when I am looking at them through Mailchimp. As a result, they are not receiving anything from us communications wise.
Is there a way to fix this?
Hello,
I created custom email templates on our source environment and I would like to migrate those templates to our production environment.
I am using the CDS configuration migration tool and I couldn't find from the dropdown the "Template" entity table which is the Email template:
What will be the alternative option to be able to export the template data and include them in the schema file?
Can you provide an example?
Any help is greatly appreciated.
Best regards,
EBMRay
Membership is controlled though Dynamics 365 CRM. I would like to manage the membership on a WordPress website for access to member only content based on individual or role. Looking for recommendations for a WordPress plugin that will allow for automated or manual membership updates from CRM to WordPress.
Hello,
I am by no means an expert at this but have been trying for hours and cant get this to work. I have it to trigger onload on the form and below is my jscript. I kept getting the unidentified error yet the field value is correct. This is a two option field. with Yes value = 1 and No = 0.
function lockwarning(executionContext){
var warningvar = "warning";
var formContext = executionContext.getFormContext();
{
var lockphase = formContext.getAttribute("new_lockphase").getValue();
if (lockphase === 1){
Xrm.Page.ui.setFormNotification ("Phase locked Contacted Management","WARNING",warningvar);
}
if (lockphase === 0){
formContext.ui.clearFormNotification(warninvar);
}}
}
Hi everyone, I need some help recently I was making a plugin in order to get my learning with plugin development, I am new to plugin development and by mistake, after making a small plugin I deleted its dll file, now how I can make it again although rebuild its solution doesn't work for me
Hi
I need to import entityimage(byte array[]) from D365 CE Contact entity.
I need to bring all contacts with entityimageurl is not null.
I have imported contact entity to local sqldb using DES. I can see imageurl field but not entityimage field(byte array)
I have created console application which
1. Reads all contacts with entityimageurl IS NOT NULL (stores all contactsid into an array)
2. The same contactid(s) I need to supply as filters to
QueryExpression qe = new QueryExpression("contact");
qe.ColumnSet.AddColumns("contactid", "entityimage", "createdon", "modifiedon");
qe.Criteria.AddFilter(filter1);
qe.Criteria.AddFilter(filter2);
//qe.Criteria.AddFilter(filter2end); //used when using between dates and times
//qe.Criteria.AddFilter(filter3);
EntityCollection result = Service.RetrieveMultiple(qe);
How can I pass contacts array to QueryExpression?
In sql world, I need something like IN operator
Regards
Raj
Hi Everyone:
For the life of me I cannot run reports no matter what I've done. It seems like every deployment I've ever done gets me in a bind with reporting and I cannot ever get it right without several days of trying various hacks and workarounds found on the web. Well, here's today's modern reporting mystery. I run any report and get a screen that looks like the one pictured below then get an error in event viewer relating to ASP.NET 2.0 with code 1309 event 3005
Log Name: Application
Source: ASP.NET 2.0.50727.0
Date: 2/17/2023 10:37:00 AM
Event ID: 1309
Task Category: Web Event
Level: Warning
Keywords: Classic
User: N/A
Computer: omega2.WINX-CESD-US.LOCAL
Description:
Event code: 3005
Event message: An unhandled exception has occurred.
Event time: 2/17/2023 10:37:00 AM
Event time (UTC): 2/17/2023 6:37:00 PM
Event ID: 108cd028e4f74ecb8cd1dea66ca14733
Event sequence: 3
Event occurrence: 2
Event detail code: 0
Application information:
Application domain: /LM/W3SVC/1/ROOT/CRMReports/rsviewer-2-133210874250954911
Trust level: Full
Application Virtual Path: /CRMReports/rsviewer
Application Path: C:\inetpub\wwwroot\CRMReports\rsviewer\
Machine name: OMEGA2
Process information:
Process ID: 2884
Process name: w3wp.exe
Account name: NT AUTHORITY\NETWORK SERVICE
Exception information:
Exception type: ArgumentException
Exception message: 'Microsoft.Crm.WebServices.Crm2007.CookieAndSoapHeaderAuthenticationProvider, Microsoft.Crm.WebServices, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' doesn't exist.
Parameter name: Microsoft.Crm.WebServices.Crm2007.CookieAndSoapHeaderAuthenticationProvider, Microsoft.Crm.WebServices, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35
Request information:
Request URL: http://icare-live.omega2.winx-cesd-us.local/CRMReports/rsviewer/reportviewer.aspx
Request path: /CRMReports/rsviewer/reportviewer.aspx
User host address: 192.168.27.2
User: WINX-CESD-US\cfleischmann
Is authenticated: True
Authentication Type: Negotiate
Thread account name: NT AUTHORITY\NETWORK SERVICE
Thread information:
Thread ID: 13
Thread account name: NT AUTHORITY\NETWORK SERVICE
Is impersonating: True
Stack trace: at Microsoft.Crm.Authentication.BaseAuthenticationSettings.CreateType(String typeName, Type requiredBaseType)
at Microsoft.Crm.Authentication.BaseAuthenticationSettings.CreateProvider(String typeName, IDictionary`2 configuration)
at Microsoft.Crm.Authentication.AuthenticationPipelineSettings.LoadPipeline()
at Microsoft.Crm.Authentication.AuthenticationPipelineSettings.get_AuthenticationProvider()
at Microsoft.Crm.Authentication.AuthenticationEngine.Execute(Object sender, EventArgs e)
at System.Web.HttpApplication.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)
Custom event details:
Event Xml:
<Event xmlns="http://schemas.microsoft.com/win/2004/08/events/event">
<System>
<Provider Name="ASP.NET 2.0.50727.0" />
<EventID Qualifiers="32768">1309</EventID>
<Level>3</Level>
<Task>3</Task>
<Keywords>0x80000000000000</Keywords>
<TimeCreated SystemTime="2023-02-17T18:37:00.000Z" />
<EventRecordID>12200</EventRecordID>
<Channel>Application</Channel>
<Computer>omega2.WINX-CESD-US.LOCAL</Computer>
<Security />
</System>
<EventData>
<Data>3005</Data>
<Data>An unhandled exception has occurred.</Data>
<Data>2/17/2023 10:37:00 AM</Data>
<Data>2/17/2023 6:37:00 PM</Data>
<Data>108cd028e4f74ecb8cd1dea66ca14733</Data>
<Data>3</Data>
<Data>2</Data>
<Data>0</Data>
<Data>/LM/W3SVC/1/ROOT/CRMReports/rsviewer-2-133210874250954911</Data>
<Data>Full</Data>
<Data>/CRMReports/rsviewer</Data>
<Data>C:\inetpub\wwwroot\CRMReports\rsviewer\</Data>
<Data>OMEGA2</Data>
<Data>
</Data>
<Data>2884</Data>
<Data>w3wp.exe</Data>
<Data>NT AUTHORITY\NETWORK SERVICE</Data>
<Data>ArgumentException</Data>
<Data>'Microsoft.Crm.WebServices.Crm2007.CookieAndSoapHeaderAuthenticationProvider, Microsoft.Crm.WebServices, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' doesn't exist.
Parameter name: Microsoft.Crm.WebServices.Crm2007.CookieAndSoapHeaderAuthenticationProvider, Microsoft.Crm.WebServices, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35</Data>
<Data>http://icare-live.omega2.winx-cesd-us.local/CRMReports/rsviewer/reportviewer.aspx</Data>
<Data>/CRMReports/rsviewer/reportviewer.aspx</Data>
<Data>192.168.27.2</Data>
<Data>WINX-CESD-US\cfleischmann</Data>
<Data>True</Data>
<Data>Negotiate</Data>
<Data>NT AUTHORITY\NETWORK SERVICE</Data>
<Data>13</Data>
<Data>NT AUTHORITY\NETWORK SERVICE</Data>
<Data>True</Data>
<Data> at Microsoft.Crm.Authentication.BaseAuthenticationSettings.CreateType(String typeName, Type requiredBaseType)
at Microsoft.Crm.Authentication.BaseAuthenticationSettings.CreateProvider(String typeName, IDictionary`2 configuration)
at Microsoft.Crm.Authentication.AuthenticationPipelineSettings.LoadPipeline()
at Microsoft.Crm.Authentication.AuthenticationPipelineSettings.get_AuthenticationProvider()
at Microsoft.Crm.Authentication.AuthenticationEngine.Execute(Object sender, EventArgs e)
at System.Web.HttpApplication.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)
</Data>
</EventData>
</Event>Here's More information:
What Machines:
* WINX-MAGIX1: Domain Controller
* WINX-MAGIX2: Domain Controller
* DARCY909: SQL 2005 With Service Pack 4 Database Server This also has reporting services on it which means that IIS is installed
* OMEGA2: Microsoft Dynamics CRM 4.0 with UR-21 and help update. This also has IIS installed
What Configurations:
* All Relevant computers are Windows Server 2008 (32-Bit)
* I had to manually configure CRM as an IFD so the registry key is set to: 192.168.27.110-255.255.255.255 (Forms-Auth for all) (I Think that I might be able to attach the instructions I followed as a PDF)
community.dynamics.com/.../_5F00_Enable-forms-auth-CRM-4.pdf
* Report Viewer control has been updated on the CRM Server
* Both CRM Server and SQL Server have been set for trust for delegation (Kerberos Only) in ADUC
Where have I gone so wrong short of my odd preference for IFD and Forms Auth? I know... I'm probably going to hear it from the security folks in the back "you shouldn't be running such old software..." but I have my various medical reasons for doing so. Anyhow, I would really appreciate any help that can be given to me on this one.
Hi,
I was wondering if it is possible to edit a Process/Workflow so that it runs as "The user who made changes to the record" and not "the owner of the workflow" ?
The previous owner of the workflow no longer works with us, and thus the workflow has stopped functioning. I've tried assigning myself the workflow, but that is only a temporary solution.
I've also tried deactivating the workflow to see if I can change the selection, but to no avail.
The hope is that the impersonating user is (no name):
If not, are the only other alternatives to either create the workflow from scratch, or assign the workflow to a system user?
Thank you all so much in advance!