Questions tagged [microsoft-dynamics]

1

votes
0

answer
42

Views

Report Not Running on Selections in CRM Dynamics Online (Greyed Out)

Please assist me, I am trying to run reports on selected records in a CRM Dynamics view, but they are greyed out as shown in the image below.
1

votes
0

answer
45

Views

Linking Wordpress Subscription to Microsoft Dynamics & Click Dimensions

I would like to move an entire CRM, website, marketing automation settings, blog, landing pages etc. from HubSpot to Microsoft Dynamics & Click Dimensions. Since Click Dimensions doesn't support much in the way of blogging or landing pages in the same way HubSpot does, I decided to use Wordpress for...
Gareth
1

votes
1

answer
52

Views

Xrm.Page.getControl works in IE 11 and returns an object but the same code in the Edge browser returns null

I've got a script which runs on page load and does the following. ===== start of js file====== var curFldCtrl = Xrm.Page.getControl('transactioncurrencyid'); function ResetFieldLayout() { curFldCtrl.setVisible(false); } function OnLoad() { ResetFieldLayout(); } ===========end js file============== F...
Andrew N
1

votes
1

answer
1.4k

Views

The service principal name (delegation) configuration has been set incorrectly (Ms Dynamics NAV)

I am getting this error on client computers when they try to open Ms Dynamics Nav. I have read some of the suggestions online and from what i have gathered, I am suspecting that the Ms Dynamics server might be encountering the 'The trust relationship between this workstation and the primary domain...
Alfred Kimotho
1

votes
1

answer
400

Views

MS Dynamics : Generate Refresh Token for OAuth

I am using OData api of MS Dynamics. Here we are doing authentication using oauth I am taking reference from Ref : https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/developer-guide?view=dynamics-ce-odata-9 https://docs.microsoft.com/en-us/dynamics365/customer-engagement/de...
Parth Trivedi
1

votes
1

answer
162

Views

Plugin Registration Tool delete my steps on update revision number

Is this normal? On dynamics, when I change the revision number of my plugin, and update it on the Plugin Registration Tool, it deletes my steps. How can I solve that?
1

votes
0

answer
43

Views

USD - MS CRM - New CRM Page is not Working

In my implementation (configuring from scratch), when I click on a button from Contact, on click of a button, I am calling an action which will open a new case with Customer Data prepopulated on New case form. Below are events that triggered after clicking the button. But in USD, Case Hosted Control...
1

votes
0

answer
28

Views

Measure deletes itself after linking table

I have three tables that I created on Excel as sample data: Products Code Product Price Vendors Employee Number Name Store number Sales Product Quantity Vendor Operation type Date When the information gets imported into Power BI Desktop some relationships are made automatically by default but other...
Maramal
1

votes
1

answer
79

Views

Microsoft Dynamics 365 organizationName exception

I'm trying to get the list of organizations from a server using this code: var clientCredentials = new ClientCredentials(); clientCredentials.Windows.ClientCredential.Domain = 'domain'; clientCredentials.Windows.ClientCredential.UserName = 'user'; clientCredentials.Windows.ClientCredential.Password...
user2128078
1

votes
1

answer
47

Views

MS Dynamics CRM - how to test for presence of Notes records within Accounts

I need to check (OnLoad) whether an Account has Notes added to it. I've tried doing this using workflows but that only tests after a Note is added rather than if they are already there i.e. On Change, On updating, On status change etc. Also tried accessing Notes via JavaScript but seems to not be...
N Gonet
1

votes
2

answer
90

Views

Adding Guid to a Lookup field

I have written the below function : function openConnectionForm() { 'use strict'; var parameters = {}; var id = Xrm.Page.data.entity.getId(); id = id.substr(1); id = id.slice(0,-1); parameters['record1id'] = id; alert(id); var entityName = 'connection'; var windowOptions = { openInNewWindow: true }...
Richa Tibrewal
1

votes
0

answer
124

Views

Dynamics D365FO X++ subscribe to C#.NET Event

I have written a C# Class Library which is referenced by dll in a Dynamics D365FO project. In the C# library I have implemented a custom eventhandler. How can I subscribe to this custom event in my D365 project? Here is the C# code implemented in my class library: using System; using Microsoft.Azure...
The Deployer
1

votes
2

answer
30

Views

Show only user specific team activities

Lets say User A belongs to Team X and Team Y User B belong to Team X User C belongs to Team X I want to create a view to display only activities owned by users belonging to Team X and not belonging to both Team X&Y. That result set should only display activities belonging to User B&C. I created a...
Ram
1

votes
0

answer
41

Views

Mobile Offline Dynamics CRM app error

Mobile offline profile defines that every account should be downloaded. Status of the accounts is 'available' in the mobile app. However, when we go offline, no account record can be opened due to following error in Event Viewer: The requested record was not found or you do not have sufficient permi...
Niels Declercq
1

votes
1

answer
514

Views

How to trigger webFormClientValidate in Dynamics 365 Portals

To make an evaluation on the last page of a portal, using the submit button, Microsoft provides an extension for the function 'webFormClientValidate' that the submit button should trigger: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/add-custom-javascript. I put this code...
ToFo
1

votes
3

answer
232

Views

Window Open not working on IE11

I am trying to make a help window on some forms on Microsoft Dynamics Portals, it has its own CMS to build a web app. This window does not work on IE11 or Edge because of differnt 'errors'. First this is my JavaScript function to load the window for 'most' of browsers: function openWindow(text) { va...
Maramal
1

votes
1

answer
175

Views

Share behavior across multiple forms in Dynamics 365 client side v9

I am using https://github.com/delegateas/XrmDefinitelyTyped. I created the following script for a form that has a field called Program Year, Start Date, End Date. I would like this to be generic so that if in the Form Properties I set an onChange event for ProgramYear I can point it to TI.Forms.Even...
uioporqwerty
1

votes
1

answer
198

Views

Telemetry vs Organization Insights for Monitoring

Dynamics CRM 365 Online has Telemetry to monitor application performance and usage. My understanding is it stores data in Azure by sending via Script and on this Alerts can be set in Azure. There is a CRM solution Organization Insight which is used for counters like API faults etc. my understanding...
Ashish Jain
1

votes
1

answer
43

Views

Dynamics GUID to Primary Key mapping

Scenario: In our previous CRM system, our users had unique numeric identifiers in the form of UserID. From our internal API side we have only have access to the UserID. Our UserID has a mapping in the Contact entity. But we can't do filter queries using Dynamics Web API on Entity A since we don't ha...
uioporqwerty
1

votes
1

answer
156

Views

How to open a record on a subgrid using easyrepro?

https://github.com/Microsoft/EasyRepro/issues/178 Hi all, i am using dynamics365 version 9.x Using easyrepro i can navigate into an account via the global search and then also use the 'xrmBrowser.Entity.ClickSubgridAddButton('foobar');' function to create a new record of that 'foobar' type. By doing...
darthtang1994
1

votes
1

answer
51

Views

Excel Refresh from Dynamics 365

I am trying to get this add-in in Excel - Refresh from Dynamics 365. I have added the add-in and also installed Dynamics in Office 365 but still cannot see the add-in.
Amanda
1

votes
1

answer
40

Views

Strange metadata return for Dynamics multiselect picklist

When I attempt to retrieve metadata for field information from Dynamics using the call: EntityDefinitions(LogicalName='lead')/Attributes/ I receive all the information I required except for my multiselect picklist. For this object the AttributeType is 'Virtual' and there is no LocalizedLabels for th...
Glenn Wilson
1

votes
1

answer
335

Views

Dynamics 365 Process Category “Modern Flow”

I'm trying to look for any documentation on this new Process category, but I couldn't find any. I tried to create a one but after saving the Process I get an error. The exception in the ErrorDetail.txt is 'Microsoft.Crm.CrmException: Creation of Modern Flow processes is not enabled. ---> Microsoft.C...
Alessi
1

votes
0

answer
46

Views

Fetch timesheets from dynamics 365

Does anyone know how to read list of timesheets from dynamics 365 crm. My objective is to read a the list of my timesheets and create an invoice from given period of time. for that i just need to know how to read timesheet data from dynamics 365 with some c# code. Thanks in advance
Gurpreet
1

votes
0

answer
17

Views

dynamics crm WBS id order as number

How can I order the tasks in a Project? I have working on ordering Project tasks. In the Work Breakdown Structure view the WBSid changes as I change the order of the tasks, that is great. in this view the WBSid is right justified and tells me that it is a number. When I add the WBSid to the Project...
Morgan Hayes
1

votes
1

answer
205

Views

Change BPF Stage with Workflow Dynamics CRM 2016

We are currently on Dynamics 2016 on premise. We are following this article to set up a workflow to change the Stage on one of our business process flows. The setup of our BPF is below. We are receiving the following error when the BPF runs. I've narrowed this error down to somewhere in the Update...
Tim Hutchison
1

votes
0

answer
48

Views

Cannot add field to the field group of the form

I am using: Application release: Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (July 2017) Platform release: Update 15 (7.0.4841.41251) I have a form which is in model A. Currently i'm working in model B. That form has header and lines. Line tab page has a LineGrid which disp...
Alexander Ivasyuk
1

votes
1

answer
322

Views

Microsoft PowerApps referencing Lookup values

I am trying to create a canvas app with PowerApps from Microsoft Dynamics 365. I am also trying to set a lookup field value from another lookup field's value and I can't find how to. I have the 'User' lookup on my main screen: I have the Operator value in another screen I want to set the 'Operator'...
Martin Fernandez
1

votes
1

answer
69

Views

Dynamics 365 Online - Error updating opportunity from external batch after v9 update

Few days ago we had to update our Dynamics online environment from v8.2 to v9. We have a batch that's running everyday that imports ~100 records (of 4 different entities). In those records some are imported as new ones, the others are imported as updates. Everything was working fine until the update...
Michele Ietri
1

votes
1

answer
29

Views

How is a Segment different from Marketing List? What is their purpose?

How is a Segment (Dynamics for Marketing) different from Marketing List (Dynamics for Sales)? Is Marketing List for Campaign same as Segment for Customer Journey? Are their purpose any different Marketing List for Campaign and Segment for Customer Journey?
Nilay Vishwakarma
1

votes
1

answer
86

Views

Create custom entities as in Dynamics 365 in C#

I want to create a solution that deploys (creates) set of custom entities. how can i do this? would i use plugins? what would be the activation event? I want to create a c# solution package that i can deploy to any Dynamics 365 that creates custom entities. any help is appreciate it on this.
Mostafa
1

votes
2

answer
41

Views

Post operation sync plugin control with ExecuteTransactionrequest

We have a post-operation sync plugin which writes events data into a eventhub. However we have some custom functionality which uses ExecuteTransactionrequest to run batch operations. If the transactions running under ExecuteTransactionrequest fails it rollsback however data written into eventhub ca...
user2873833
1

votes
1

answer
32

Views

Unable to remove Dynamics 365 Appointment's Optional and Required flelds value using Web API

I'm trying to remove Required and Optional Parties from an Appointment using Dynamics 365 Web API. I have tried 'activityparties' entity to delete the values but no luck. Request: DELETE https://xxxxxx.crm.dynamics.com/api/data/v8.2/appointments(EE4C7268-81B7-E811-8143-3863BB368D98)/activitypointer...
Vinir Shah
1

votes
2

answer
127

Views

addPreSearch filter not applying

I am trying to use the addPreSearch function to add a custom filter to a lookup field, but the function does not seem to execute fully before the results of the lookup are displayed. The code for this looks something like this: function onFieldChange(executionContext) { var formContext = executionCo...
deviant_innovator
1

votes
1

answer
178

Views

Lookup field with custom filter not working properly in UCI

I have some JS code here that creates a custom filter using some criteria and then adds it to a lookup field on the form. When this code is triggered and ran the first time it works properly; the correct results appear. But if you change the criteria of the custom filter (change one of the fields on...
deviant_innovator
1

votes
1

answer
32

Views

Create or query a Dynamics 365 task associated to a Contact

Using dynamics-web-api in Node.js I want to get (and ultimately create) tasks associated with a lead or contact in MS Dynamics 365. Using js. However, I cannot figure out how to match a Contact ID with a Task's ID. How can I match or see things that are associated like this? var dynamicsWebApi...
drumbumLOLcatz
1

votes
1

answer
36

Views

Choose a different default Entity Form in the CRM Dynamics 365 Mobile App and Web?

We're just getting into making our CRM 365 OnPrem environment work well using the Mobile App, but the forms we display on web just don't layout well on the 365 Mobile App. I hoped there would be some way to select a different Default Form for the Mobile App and Web depending on how the user comes i...
Sam Alex
1

votes
1

answer
25

Views

activitymimeattachments and filesize issue

I seem to be unable to work with the filesize property of the activitymimeattachments object correctly (not even in v9.1 of Microsoft Dynamics Web API). It started with the fact Dynamics didn't sort attachments according to this property: /api/data/v9.1/activitymimeattachments?$select=activitymimeat...
JanH
1

votes
1

answer
222

Views

POST/GET request from postman to Microsoft Dynamics crm 365

I was trying to create entity using Web API. So using my instance url, client_id, client_secret I can successfully generate access token and refresh token. But whenever I try to make any post request using that access_token, I get 401(unauthorized) status. I was trying to create new entity from post...
user404
1

votes
1

answer
53

Views

Kingswaysoft SSIS Issue Premium Derived Column failed validation and returned error code 0xC0048021

ADDITIONAL INFORMATION: Error at Migrate Documents from Dynamics 365 Notes to SharePoint [Premium Derived Column [362]]: The component is missing, not registered, not upgradeable, or missing required interfaces. The contact information for this component is 'KingswaySoft Inc.; http://www.kingswaysof...
Pankil Bhatt

View additional questions