Questions tagged [microsoft-dynamics]

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Modified Method

I need to write a modify method. There is field : LineViewHeader_AccountType; string; with possible values: Internal, Customer, Tenant Depending on which value is selected, it is necessary to list the values ​​in the field: LineViewHeader_AccountNum Currently it lists all values in AccountNum,...
DarthCSharper
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1

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77

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Dynamics CRM Web API setting up the parentactivityid issue

I need to set the parentactivityid for the email entity the same way CRM does it automatically when replying to an email. I am using the same pattern that works for any other lookup property like this: url -> '/api/data/v8.2/emails(emailID)' value -> '[email protected]': '/emails(parentEma...
JanH
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101

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Dynamics CRM 2013: How to check whether an contact already got a connection to a record?

we've got multiple companys (entity 'Account') in our Dynamics CRM 2013, which can have multiple employees (entity 'Contact'). We connect them (entity: 'Connection') together. One employee can work for multiple companys at the same time. It should be possible to connect an employee to the same compa...
PeeKay7
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0

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130

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Create a MAC OS Application for Microsoft Dynamics CRM 365

I want to develop a MAC OS standalone application which should talk to my Microsoft Dynamics CRM Instance. It should do basic operations like Create Marketing List, RetrieveMultiple on Contacts and Add Contacts to Marketing List. With Windows Application, we use the SDK to create instance of the Or...
S.G
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43

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Authenticate to Dynamics 365 for Mobile App without Registering App in AD

I was doing some research on authenticating to Dynamics 365 through the Web API and everything I come across says that you have to register your app in AD to get a client id. If I wanted to publish an app to the app store or google play store for multiple dynamics 365 users to use across many diffe...
jmsims2
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140

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Powerapps: An error occurred on the server, Office 365 Dynamics entity data source

I'm trying to use a Dynamics 365 entity within a Data table however this hangs as shown in the screenshots below. Other entities work fine except this one.
Roy Thompson
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1

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92

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ADX Connection on Landing page

thanks for reading my question. D365 v8.2 ADX Portal 7.0.0025 Build the ADX Sample Portal (C:\Program Files (x86)\ Adxstudio\ XrmPortals\ 7.0.0025\Samples\MasterPortal) Update the Microsoft.CrmSdk.CoreAssemblies v8.2 from NuGet While browsing the landing page (first page) of ADX Portal, I'm getting...
Zohaib
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0

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99

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Query performance on AX vs StudioManagement

Sometimes, not always, I have a performance problem with some actions in our ERP, for example, when users finalize the shipment. So, the only solution is rebuild indexes on inventdim table, but the indexes are not fragmented! :( If I realize a trace I can see the execution plan is reading a lot of r...
TBP
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42

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User Token from Register of Dynamic 365 not generating for UWP app

I am developing UWP app in Xamarin and using Active Directory authentication to activate register in Dynamic 365. My authentication code runs fine for Active Directory Login but after that for getting user ID token from activated Register of Dynamic 365 I am using below code IAuthenticationManager...
Nadeem Shaikh
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1

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143

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CRM Dynamics - Voice of the Customer (VoC) survey - Update Standard/Custom entities based on Survey Responses?

Is it possible to update standard and/or custom entities based on responses provided from a Dynamics CRM Voice of the Customer (VoC) survey? According to Joel Lindstrom in this blog, this is possible (at least for the Contact entity) via a workflow, but it doesn't actually show how to update a field...
majestzim
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1

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143

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ILMerge with Microsoft.Servicebus.dll for CRM plugin

I am trying to use ILMerge to merge the Microsoft.Servicebus.dll in to my CRM plugin dll. For some reason i keep getting the below error when trying to build my project; Unresolved assembly reference not allowed: Microsoft.Azure.Services.AppAuthentication. The versions I am using for ea...
creatiive
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410

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Azure Active Directory and Microsoft Dynamic 365 finance & operation authentication token issue

I want to use web API for the MicroSoft Dynamic 365 Finance and Operation, as per the their guide line I have created/registered app in the Azure Active Directory and try to generate Access Toke as per below using the Postman, but getting issue of scope : Error: AADSTS70011: The provided value for...
Divya Bhalodiya
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42

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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.
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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
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1

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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
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1

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1.4k

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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
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1

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400

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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
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1

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162

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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?
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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

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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
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1

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79

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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
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1

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47

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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
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2

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90

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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
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0

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124

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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
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2

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30

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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
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41

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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
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1

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514

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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
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3

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232

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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

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1

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175

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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
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1

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198

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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
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1

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43

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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

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1

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156

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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
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1

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51

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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
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1

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40

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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
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1

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335

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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
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0

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46

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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
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17

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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
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1

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205

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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
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0

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48

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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
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322

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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

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