When you say 'read custom FetchXML based report', do you mind explaining how you are achieving it? Previously (in the on-prem deployments), we could 'talk' to the reporting services and get the custom reports in our .NET applications. Did not matter what type of report it was. But, since you are on an online deployment model, no way to directly interact with the reporting services. So, how did you achieve rendering a fetchXml based report?! :)
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Forum Post: RE: How to read the data of Microsoft CRM Pre-defined system report using Microsoft SDK in C# .Net
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Forum Post: RE: Updating a lookup in a custom entity through plugin
Hi Shidin Haridas, Used your way and still no luck..Same issue.. Here is the part of code you have asked for : private static Entity RetrieveEntityById(IOrganizationService service, string strEntityLogicalName, Guid guidEntityId) { Entity RetrievedEntityById = service.Retrieve(strEntityLogicalName, guidEntityId, new ColumnSet(true)); return RetrievedEntityById; }
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Forum Post: RE: Updating a lookup in a custom entity through plugin
@Dynamics365 Rocker, i registered it on Create of entity , preoperation and synchronous
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Forum Post: RE: Updating a lookup in a custom entity through plugin
Yes Joana Pinto, its a lookup field
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Forum Post: RE: Refresh Form
It is an issue. You have to refresh manually or change your workflow to real time then your problem may resolve.
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Forum Post: RE: Updating a lookup in a custom entity through plugin
What is name of lookup that you are updating? I did not see any update in your code.
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Forum Post: RE: Dynamics 365 app for Outlook on-premise vs online
Hi Vivian, A little bit of context here. MSCRM has: Dynamics 365 for Outlook (also known as the Outlook plugin) Dynamics 365 App for Outlook (see what Microsoft did there. Confusing names!) I assume your question here is if we can use the 'Dynamics 365 App for Outlook' in your on-premise v8.2 Answer is YES, you can. According to the requirements listed here. Should you be doing it? Well, the App is definitely faster, in terms of performance and leverages the UCI and all good things. But, from an user perspective, in terms of capabilities, according to me, the legacy Outlook plugin is better off. It renders the forms as-is with the ribbons and the familiar CRM experience. The newer Dynamics 365 App for Outlook is built on UCI and as such, it does take a little bit to get used to it. Besides, if you have custom script / customizations on your web-forms, there is a good change that these need a further refactoring to ensure that these work on the UCI. Let us not forget that Microsoft tried to depreciate the outlook plugin unsuccessfully, because capabilities in the Outlook plugin are more, though the experience in the newer app is better. Here is the comparison between the two . If my answer helps you, please mark it as verified.
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Forum Post: Synchronization advice with ERP
We have been using Dynamics Crm online for 2 years. To adapt to our own Erp logic, it took : Set the Crm (creation of custom entities, and fields, entity relations, view, forms...) Code plugins to add missing features We synchronize a in-house Erp and Dynamics crm with a windows service (C #) running every 3 minutes. This service is hosted on an internal server and requests our database Erp (old oracle), and onlineCRM. The principle is simple : we regularly ask the Crm which entities have just benne created or modified to affect these changes on our Erp. As soon as this processing is done, we do the same reverse work for other entities : changes to the Erp fills a table using triggers, these lines are then processed at the end of the synchronization service to mofiy our Erp. The transition to Dynamics v9 requires a lot of work on the adaptation of plugins. The v8.2 update of 2017 had asked us for half a day of work. The v9 update of 2018 has already taken us a month, and it is not yet functional. Several tracks: The development of C # plugins seems very risky in Dynamics, due to regular updates that can quickly become blocking. With the Crm online, it is very long and difficult to code without debugging. The plugins allow almost all synchronous processing that could be deported in our synchronization service. Easier to maintain but shifting data for short periods of time. Can Azure and Logic apps help us? We do not use azure yet, but can we benefit from it? The good old method of synchronization by import / export of csv files makes us a little afraid of its heaviness. Thanks in advance for your advices
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Forum Post: RE: Refresh Form
yaa its true only for my subgrid , when i change my workflow to real time my grid fill and show new record , but some fields of this entity which changed in workflow , didn't have any change until i click into refresh button
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Forum Post: RE: Refresh Form
Hi Somayeh, Write the refresh method inside success call back ( where you are showing alert) of the workflow instead of outside. See how its goes.
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Forum Post: RE: Refresh Form
As a workaround, insert the below two lines of code after the success alert to force-refresh the sub-grid. var subgrid = Xrm.Page.ui.controls.get("yourSubgridName"); subgrid.refresh(); If my answer helps you, please mark it as verified.
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Forum Post: RE: Refresh Form
For refresh you can also write below code it will be refresh loaded whole page . Make sure you put the code inside workflow success call back method. Xrm.Utility.openEntityForm(Xrm.Page.data.entity.getEntityName(), Xrm.Page.data.entity.getId()); If you want to refresh only grid , then write below code - var gridcontrol= Xrm.Page.ui.controls.get("SubgridName"); gridcontrol.refresh();
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Forum Post: RE: Updating a lookup in a custom entity through plugin
As mentioned, those were code refactorings in your code. The index issue is not coming because of whatever code you have shown so far. Do you mind showing the rest of the code?
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Forum Post: If an email is set regarding in Outlook is that field present on the Create message?
I am looking to write a Plugin or Workflow Activity which will fire when a user has forwarded / sent and email and set regarding to an account for example. I wondered at what point the regarding field would be set in the process. Does it come in on the Create message or is it processed in the Update message just after the creation of the email. Would be ideal and simpler if I am getting it in the Create message as it might get difficult to tell the difference between the Outlook based set regarding and a subsequent set regarding done through the CRM interface.
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Forum Post: RE: Updating a lookup in a custom entity through plugin
Yes sure, This is the code from where i am getting the Id: private static Guid GetGoldenRecordCRM(IOrganizationService service, EntityCollection result) { string goldenCustomerV360ID = result.Entities[0].Attributes["new_goldencustomerid"].ToString(); QueryExpression query = new QueryExpression { EntityName = "contact", ColumnSet = new ColumnSet(true) }; query.Criteria.AddCondition("pager", ConditionOperator.Equal, goldenCustomerV360ID); EntityCollection results = service.RetrieveMultiple(query); Guid contactID = (Guid)results.Entities[0].Attributes["contactid"]; return contactID; } And here, i am updating it: private static void UpdateCustomerID(Entity entity, EntityCollection response, string v360id, IOrganizationService service) { int fetchCount = 900; int pageNumber = 1; QueryExpression query = new QueryExpression { EntityName = "new_goldencustomermapping", ColumnSet = new ColumnSet(true) }; query.Criteria.AddCondition("new_v360id", ConditionOperator.Equal, v360id); query.PageInfo = new PagingInfo(); query.PageInfo.Count = fetchCount; query.PageInfo.PageNumber = pageNumber; query.PageInfo.PagingCookie = null; EntityCollection result = service.RetrieveMultiple(query); while (result != null && result.Entities != null) { if (result.Entities.Count > 0) { Guid contactID = GetGoldenRecordCRM(service, result); if (entity.LogicalName == "new_wineorder") { entity.Attributes["new_customer"] = new EntityReference("contact", contactID); } break; } else if (result.MoreRecords) { query.PageInfo.PageNumber++; query.PageInfo.PagingCookie = result.PagingCookie; result = service.RetrieveMultiple(query); } else { Console.WriteLine(result.MoreRecords); } } }
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Forum Post: RE: Switch Business Process Flow through JavaScript Web Resource
Hi , Check with this - function OnloadForm(Executioncontext) { var formcontext = Executioncontext.getFormContext(); formContext.data.process.setActiveProcess(processId, callbackFunction); // Pass GUID of process } function callbackFunction(result) { if(result == "Success") { alert("Success"); } else { alert("failed"); } }
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Forum Post: RE: How to change entity icon in regarding fields
AFAIK, you cannot update system entities' icons. If my answer helps you, please mark it as verified.
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Forum Post: RE: Updating a lookup in a custom entity through plugin
private static Guid GetGoldenRecordCRM(IOrganizationService service, EntityCollection result) { string goldenCustomerV360ID = result.Entities[0].Attributes["new_goldencustomerid"].ToString(); You should check if entity Contains new_goldencustomerid before calling a method under it. (...) query.Criteria.AddCondition("pager", ConditionOperator.Equal, goldenCustomerV360ID); You should verify if goldenCustomerV360ID is null or empty. (...) Guid contactID = (Guid)results.Entities[0].Attributes["contactid"]; You should verify is result.Entities have items before you access its first position. }
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Forum Post: RE: How to read the data of Microsoft CRM Pre-defined system report using Microsoft SDK in C# .Net
I am reading fetchXML from downloaded custom reports and pass that fetchXML using Microsoft SDK and read the report data.
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Forum Post: RE: Updating a lookup in a custom entity through plugin
Hi, string goldenCustomerV360ID = result.Entities[0].Attributes["new_goldencustomerid"].ToString(); Pretty sure that the entitycollection you are passing to this function does not contain any entities. do a null check here, and you will see your error. if (result.Entities.ToList().Any()) { string goldenCustomerV360ID = result.Entities[0].GetAttributeValue ("new_goldencustomerid"); //rest of code } If my answer helps you, please mark it as verified.
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