Have you tried installing Report Authering Extension? carldesouza.com/installing-dynamics-365-report-authoring-extension
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Forum Post: RE: How to add "MSCRMFETCH" in Embedded Connection Visual studio 2017?
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Forum Post: RE: Problem creating inactive record of a custom entity
Hi Could you try the following code instead? var customEntity = new Entity("new_customentity") { ["new_name"] = chequePostImage.GetAttributeValue ("gval_codcheque"), ["new_cheque"] = chequeRef, ["new_chequeid"] = chequeRef.Id.ToString(), }; var recordId =_service.Create(customEntity); // Returns the ID SetStateRequest state = new SetStateRequest(); state.State = new OptionSetValue(1); state.Status = new OptionSetValue(2); state.EntityMoniker = new EntityReference(customEntity.LogicalName, recordId); SetStateResponse stateSet = (SetStateResponse)_service.Execute(state);
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Forum Post: RE: Finding a subset of data in an Advanced Find
Hi Yes its possible, you can create your query as shown below
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Forum Post: RE: Finding a subset of data in an Advanced Find
Hi Jon, What kind of relationship exists between Contact and Product and is there one or multiple? With finds you have to think about things a bit backwards at times and have the Look For be the entity where the lookup exists on the form and then pull in related data as needed.
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Forum Post: RE: Unable to edit calculated field
Hi Its possible that the issue is caused by caching. Have you tried restarting your server and client machine. Since this error is not coming from SQL Server and its an IIS level, Have a look at this link as well : community.dynamics.com/.../240755
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Forum Post: RE: How to add "MSCRMFETCH" in Embedded Connection Visual studio 2017?
Hi, The download link you have shared , whre mentioned that its support till 2015. See also below discussion - In the above thread someone mentioned to install below extension -
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Forum Post: RE: CRM 2016 onPrem v8.1 Server-Side Synchronization Determine Which Org A User Is Sync'd With
Thank you Kokulan for your reply. Unfortunately, this doesn't give me what I am looking because in both Test & Prod, both mailboxes can say that they are sync'd with the organization, even though only 1 can be sync'd. I would have expected or hoped that if you are syn'd with 1 org, the mailbox configurations of the other org would update to None. I do however get a warning in the trace log and the Mailbox Configuration Alerts that states: "Appointments, contacts, and tasks can't be synchronized because the email address of the mailbox USERNAME is configured with another Microsoft Dynamics CRM organization. The best practice is to overwrite the configuration when you test and enable the mailbox in your primary organization. Also, change the synchronization method for your mailbox in non-primary organizations to None." I appreciate your suggestion. Have a great day.
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Forum Post: RE: still possible to write command line utilities w/SDK?
You guys are the greatest. I tried Kokulan's project with both ADAL 2.22 and 2.29, both Unique Name & instance GUID and the Tls12 above and below call to the connector. ------------"Unable to Login to Dynamics CRM" Then I commented out the call and went with the signature in Guido's constructor. ------------"Unable to Login to Dynamics CRM" Let me add some other detail because this reminds me of problems with 2013 on-premise when the HomeRealmUrl wasn't being set. When I log in manually, I am challenged for the password at the company's ADFS dialog AND by second factor authentication. I don't see how these methods are handling that -- just wondering if that might be the concern. thanks so much for helping PS- also, my username is not of onmicrosoft.com. It is in the company's domain.
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Blog Post: Why Organizations Should Embrace a CRM Program Mindset
In the past, organizations seeking to integrate CRM into business practices could simply implement a CRM software solution, go live, and then get back to business as usual. Yet with the high rate of technological advances and continually changing business climate, this approach is not sustainable. Today, an effective CRM strategy incorporates an ongoing program rather than just a one-time implementation. What changes are pointing companies toward a CRM program strategy? 1. SaaS and the cloud With on-premise solutions, major updates can be disruptive because they require time and resources to plan, purchase, and prepare the updated hardware, install the software on servers, test the backup and recovery systems, and train the team. Now, with software as a service (SaaS) and cloud hosting, updates can take place behind the scenes with little or no organizational effort. 2. Customer expectations Customers are increasingly expecting organizations to meet their needs on their terms. They expect purchase- and service-related processes on a level with those of top internet retailers. As a result, organizations can no longer dictate when and how customers communicate and interact with them. They must adapt. 3. User empowerment and adoption When a CRM solution is slow, difficult to learn, outdated, and hard to use, users tend to resist it and then develop workarounds. As a result, an organization’s CRM solution can quickly become a technological dinosaur. Organizations need to keep up with implementing system improvements, many of which are driven by user feedback. Improvements can help increase productivity, make users’ jobs easier, and enable a business to operate more efficiently. 4. Instant access Tablets, smartphones, and apps have rapidly changed how people access and share information. Users now expect to be able to receive information instantly because their personal experiences have influenced and heightened their expectations for workplace applications. 5. The pace of technology Continued advances in technology help users do more with vast amounts of data and organizations to deliver more meaningful outcomes at a better price. Microsoft continues to push the envelope with technology and use of data, two critical components that help organizations innovate and transform their businesses. In July 2018, it announced plans to release two major CRM updates per year. Because release notes tend to be extensive, staying current with technology can require significant time for researching, prototyping, and planning the implementation of the new capabilities. 6. An agile mindset It’s critical for leaders to have the flexibility to pivot, reprioritize, and focus limited resources such as time and money on the things most important to a company. Months in R&D, months for deployment, and a delayed return on investment are no longer acceptable. On a regular basis, leaders need to be able to quickly and easily justify the value of a CRM system. How do these changes affect CRM strategy? We judge by our experiences: We need to see, touch, and use things to determine if they meet our needs. When users experience improved efficiency created by continuous improvement processes, they are more likely to be willing to adapt to new processes and contribute innovative ideas. As the volume and frequency of updated CRM capabilities and new third-party apps grow, more capabilities are being infused with artificial intelligence (AI) from Microsoft™ Azure™ Cognitive Services . Expanded capabilities create new ways to sell, service, and market to customers and can help organizations excel. A smart way to improve is by building a program for proactively managing change. An ongoing CRM program The Crowe CRM team believes that organizations should adopt a different mindset about their CRM investments. In our experience, organizations that choose continuous improvement programs rather than one-time CRM technology solutions have higher adoption rates and achieve better returns on investment. Part 2 of this two-part series will explore the characteristics and approaches that can help a company to implement and build an ongoing CRM program. Visit CroweCRM.com for more information about Crowe CRM services for Microsoft Dynamics 365 software. Have a question or interested in evaluating the CRM functionality in Microsoft Dynamics 365? Contact us today. Microsoft and Azure are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries. The post Why Organizations Should Embrace a CRM Program Mindset – Part 1 appeared first on Crowe LLP . To learn how Crowe can help you add lasting value to your Microsoft Dynamics CRM investment, contact us at crminfo@crowe.com . Follow us on Twitter: @CroweCRM
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Forum Post: RE: still possible to write command line utilities w/SDK?
the 2FA is an important information you missed. The easiest way is to create an application password, you can find the procedure in this post: d365demystified.com/.../use-azure-app-passwords-for-mfa-enabled-d365-authentication-from-console-app regarding the username, of course you need to use your username with the company domain if that is configured and not the onmicrosoft.com
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Forum Post: RE: Import solution failed on entity relationship
Hi In previous versions of CRM, for campaign_opportunities relationship, this option was readonly but it has now been made available for editing. I have done a quick check on CRM 2011, 2015, 2016, all of them have this readonly but 8.2.3 onwards, even CRM online all editable now
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Forum Post: RE: Opportunity Command Bar Not Functional
Could your share a screenshot please?
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Forum Post: RE: Trying to create a sub-grid to show items from a child on the parent?
Oooh...didn't realise you needed it that way as well. I'd say the options are yes, two subgrids (though maybe some Javascript to hide/show the correct one based on whether it's an HQ or branch location), or you could modify the fetchXML of the search query to return results if the location is in either the location or the HQ field. The View Designer and FetchXml Builder plugins in XRMToolbox can help you with that if you want to go that way.
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Forum Post: drag and drop attachments and email to note
Hi, Is there any way to drag and drop attachments and Email to crm d365
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Forum Post: RE: Import solution failed on entity relationship
Yes , your findings are correct . I have also checked in my onpremise 8.1 instance it's not editable but in the trial instance I can see it's editable.
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Forum Post: CRM 2016 v8.1 Web Secure Channel Failure
I have a handful of users that we have Server-Side Synchronization enabled and we are not using CRM for Outlook. We are getting errors randomly stating "Could not create the SSL/TLS secure channel." Below is the full error message. We are getting these errors between 12:30 am - 6:30 am once a morning a couple of times a week for 1 person, not always the same person. We have queried for the ActivityID but it does not exist. The users are not actively working in CRM but may still be logged into CRM & VPN'd while their computers are sleeping. Although, I believe VPN disconnects after sitting idle for a period of time I'm not sure that VPN is an issue due to the time period. We are also on the hunt for a certificate that may have expired but have yet to locate it. Has anyone experienced this issue? Anyone have any ideas? T:34 ActivityId: 1b16f4e7-2707-44f7-a030-efeee73e15d0 >Exception : Unhandled Exception: Microsoft.Exchange.WebServices.Data.ServiceRequestException: The request failed. The request was aborted: Could not create SSL/TLS secure channel. at Microsoft.Exchange.WebServices.Data.ServiceRequestBase.EndGetEwsHttpWebResponse(IEwsHttpWebRequest request, IAsyncResult asyncResult) at Microsoft.Exchange.WebServices.Data.SimpleServiceRequestBase.EndInternalExecute(IAsyncResult asyncResult) at Microsoft.Exchange.WebServices.Data.MultiResponseServiceRequest`1.EndExecute(IAsyncResult asyncResult) at Microsoft.Exchange.WebServices.Data.ExchangeService.EndSyncFolderHierarchy(IAsyncResult asyncResult) at Microsoft.Crm.Asynchronous.EmailConnector.MonitoredExchangeService.EndSyncFolderHierarchy(IAsyncResult asyncResult) at Microsoft.Crm.Asynchronous.EmailConnector.ExchangeSyncSteps.ExchangeSyncAsyncRemoteStep`2.AfterCall() at Microsoft.Crm.Asynchronous.EmailConnector.ExchangeSyncSteps.ExchangeSyncAsyncRem... Thank you in advance, Chrys
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Forum Post: while sending email through Console app from CRM to unresolved ids,its struck in Sending status
Hi, while sending emails through Console app from CRM to unresolved Email ids which are not related to any of the contacts,its struck in Sending status. But user received this email more than once. How to avoid this multiple times sending of struck email with "Sending" status.
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Blog Post: Microsoft AZ-900 Certification
I’m pleased to say I have just passed the AZ-900 exam. Although my main area of expertise is and always has been Dynamics 365 (CRM), I find myself getting more and more involved with the wider Microsoft Business Solutions Ecosystem, and that includes Azure. Whether its Logic Apps for workflow, or Service Bus for integration, I find most weeks I’m delving in to Azure. For those thinking of taking the exam, I have to say I didn’t find it too difficult, and there are so many resources available to make sure you’re up to speed. As a starting point, it’s always worth checking out the details of what you’ll be examined on. for AZ-900, the details can be found here If you want some great training, and have a limited budget, I cannot recommend Microsoft Learn highly enough – Partly because it’s free, but mostly because it’s awesome! and getting better almost daily.
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Forum Post: RE: Import solution failed on entity relationship
Hi. I have more organizations on same CRM environment that was updated from 8.2.2 to 8.2.3 and in one org it's editable and in another it's not. All organization are on same version 8.2.3.8. I don;t know why it's not editable in some of them.
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Forum Post: RE: How can I retrieve the previous values of fields on Opportunity, using API?
I have got the same error message. Is the problem resolved?
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