I have a lot of conditions that need to be checked before the value is populated in the column. Like If Service is "" and DocumentType Contains "" and so on..
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Forum Post: RE: Custom Code in SSRS Reports for 365 Online
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Forum Post: RE: FetchXml on stringmap returns no value for objecttypecodename
Here's some ideas that might help. I think all the typecodes are the same for out of the box so, the problem is finding those for custom. I think they all start at 10000. Also, I'm guessing one cannot run a comparison against the virtual field to explain why it is not found. So... maybe you need to fetch a set where objectypecode ge 10000, run the set looking for the entity name in objecttypecodename and use that record which matches. If you are looking for something completely generic the forget the ge 10000 and search through the whole set. It can't be so big as to be a performance issue.
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Forum Post: RE: Custom Code in SSRS Reports for 365 Online
I figured that out. Thanks very much for your help!
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Forum Post: RE: Custom Code in SSRS Reports for 365 Online
I don't remember that I was implementing exactly your requirement and I haven't done reports for a while so I can't give you exact answer. My recommendation - start doing and you will achieve that.
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Forum Post: RE: Insufficient Permissions - "Show Details" provides no help!
Thanks! However, Microsoft manages to blunt this solution for me :-; community.dynamics.com/.../984827
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Forum Post: RE: Custom Code in SSRS Reports for 365 Online
Great. If you got what you need take a minute and close this thread clicking "Yes" under "Did this answer your question?".
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Forum Post: Auto generated code
Hi Team, I am working on a custom C# code that someone before me in the organisation has created to do some batch job in CRM. I see a class that has been auto created, its basically all fields and entity in CRM i guess, i am adding a new field in CRM anyway and i am sure i have to update this, but not sure how. I dont want to manually do this. Can i autogenerate this code and update it there and if yes how do i do it . Below is the first few lines of the class. //------------------------------------------------------------------------------ // // This code was generated by a tool. // Runtime Version:4.0.30319.42000 // // Changes to this file may cause incorrect behavior and will be lost if // the code is regenerated. // //------------------------------------------------------------------------------ [assembly: Microsoft.Xrm.Sdk.Client.ProxyTypesAssemblyAttribute()] namespace solutions { [System.Runtime.Serialization.DataContractAttribute()] [System.CodeDom.Compiler.GeneratedCodeAttribute("CrmSvcUtil", "9.0.0.9154")] public enum AccountState { [System.Runtime.Serialization.EnumMemberAttribute()] Active = 0, [System.Runtime.Serialization.EnumMemberAttribute()] Inactive = 1, } /// /// Business that represents a customer or potential customer. The company that is billed in business transactions. /// [System.Runtime.Serialization.DataContractAttribute()] [Microsoft.Xrm.Sdk.Client.EntityLogicalNameAttribute("account")] [System.CodeDom.Compiler.GeneratedCodeAttribute("CrmSvcUtil", "9.0.0.9154")] public partial class Account : Microsoft.Xrm.Sdk.Entity, System.ComponentModel.INotifyPropertyChanging, System.ComponentModel.INotifyPropertyChanged { /// /// Default Constructor. /// public Account() : base(EntityLogicalName) { }
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Forum Post: RE: Auto generated code
Hi, I think you may use crmSvcUtil. docs.microsoft.com/.../create-early-bound-entity-classes-code-generation-tool
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Forum Post: RE: Trying to create email workflow to send to external clients
Do you get an option to trigger the workflow "when record is updated"? If yes then you may set the trigger field to "status" or whatever field you want.
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Forum Post: RE: Auto generated code
Hello, This code is generated via CrmSvcUtil - docs.microsoft.com/.../create-early-bound-entity-classes-code-generation-tool
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Forum Post: RE: Trying to create email workflow to send to external clients
no. But apparently I did this all wrong! I had the entity set to Notes, however I am now rearranging everything to simplify things. I am creating a new text box for the notes so I'm no longer pulling from the notes subgrid. this should allow me to trigger when record is updated once I create new entity off my case instead. TBD
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Forum Post: RE: how can i prevent queue item to re-picked by different users?
It's not possible to register images on the PickFromQueue message. Is there a way to get around that limitation?
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Blog Post: Export Dynamics 365 Data to Excel – different options
There are different options available for exporting Dynamics 365 Entity records to excel. The simplest being Export to Excel feature available in the product. However, we might run into limitations like below https://nishantrana.me/2018/08/15/maximum-file-size-exceeded-while-using-export-to-excel-in-dynamics-365-ce/ The easiest way of overcoming these limitations is to use the XrmToolBox plugin – Export to Excel https://dreamingincrm.com/2015/05/30/new-xrmtoolbox-plugin-export-to-excel/ Other options include writing … Continue reading "Export Dynamics 365 Data to Excel – different options"
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Forum Post: Extracting the secruity with all its permissions
I am hoping someone can help me - I need to extract the Detail for a security role - the actual permissions on the entities. - I have been attempting to use the mscrmrolesheetexporter , however it will not connect to my organization - Any other suggestions? Regards, Sigi Hawkinson
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Blog Post: Using PowerShell to generate Earlybound classes
Early Bound generator is a great XrmToolBox tool developed by fellow MVP Daryl LaBar . It helps you to generate the strongly-typed classes that can be used in your custom code development projects e.g. plugins, workflows, console app etc. If your are committing the early bound classes into source control, you also should committing the configuration that is used to generate the classes and also make it easy for the next developer joining the team to generate these classes, without jumping into XrmToolBox and clicking it manually. In this post, I will present my approach into streamlining this process. Generate the files once from XrmToolBox with the settings that are optimal for your requirements Locate the the path where all XrmToolBox tools are installed. You can see this by clicking Configuration -> Settings. On the settings page, click on the “Paths” tab and then the “Open XrmToolBox storage folder” link. Navigate to Plugins -> DLaB.EarlyBoundGenerator Copy the crmsvcutil.exe.config file into a folder. You would need this for checking in into source control. This file won’t have any passwords, so it is safe to check in. Below is the PowerShell script to run. You also should committing this script into source control. The PowerShell script should be run on the same location where you copied the crmsvcutil.exe.config file in the previous step. The generated early bound classes will be in the folder specified in the “$outputPath” variable, which is “EarlyBoundClasses” in this script. You can change this match your solution folder structure. Write-Output "Start" $sourceNugetExe = "https://dist.nuget.org/win-x86-commandline/latest/nuget.exe" $targetNugetExe = ".\nuget.exe" Remove-Item .\Tools -Force -Recurse -ErrorAction Ignore Invoke-WebRequest $sourceNugetExe -OutFile $targetNugetExe Set-Alias nuget $targetNugetExe -Scope Global -Verbose $connString = "AuthType=OAuth;Username=[LOGINNAME];Integrated Security=true;Url=https://[INSTANCENAME].[INSTANCEREGION].dynamics.com;AppId=51f81489-12ee-4a9e-aaae-a2591f45987d;RedirectUri=app://58145B91-0C36-4500-8554-080854F2AC97;TokenCacheStorePath=.\MyTokenCache;LoginPrompt=Auto" $outputPath = ".\EarlyBoundClasses" $namespace = "Xrm.Entities" ## ##Download EBG ## ./nuget install DLaB.Xrm.EarlyBoundGenerator.Api move .\DLaB.Xrm.*\content\bin\DLaB.*\* .\EBG -Force copy .\crmsvcutil.exe.config .\EBG -Force Remove-Item .\DLaB.Xrm.EarlyBoundGenerator.Api* -Force -Recurse .\EBG\CrmSvcUtil.exe /connstr:$connString /generateActions /out:"$outputPath\Actions.cs" /namespace:"$namespace" /codecustomization:"DLaB.CrmSvcUtilExtensions.Action.CustomizeCodeDomService,DLaB.CrmSvcUtilExtensions" /codegenerationservice:"DLaB.CrmSvcUtilExtensions.Action.CustomCodeGenerationService,DLaB.CrmSvcUtilExtensions" /codewriterfilter:"DLaB.CrmSvcUtilExtensions.Action.CodeWriterFilterService,DLaB.CrmSvcUtilExtensions" /metadataproviderservice:"DLaB.CrmSvcUtilExtensions.BaseMetadataProviderService,DLaB.CrmSvcUtilExtensions" .\EBG\CrmSvcUtil.exe /connstr:$connString /out:"$outputPath\CrmServiceContext.cs" /namespace:"$namespace" /servicecontextname:"CrmServiceContext" /codecustomization:"DLaB.CrmSvcUtilExtensions.Entity.CustomizeCodeDomService,DLaB.CrmSvcUtilExtensions" /codegenerationservice:"DLaB.CrmSvcUtilExtensions.Entity.CustomCodeGenerationService,DLaB.CrmSvcUtilExtensions" /codewriterfilter:"DLaB.CrmSvcUtilExtensions.Entity.CodeWriterFilterService,DLaB.CrmSvcUtilExtensions" /namingservice:"DLaB.CrmSvcUtilExtensions.NamingService,DLaB.CrmSvcUtilExtensions" /metadataproviderservice:"DLaB.CrmSvcUtilExtensions.Entity.MetadataProviderService,DLaB.CrmSvcUtilExtensions" .\EBG\CrmSvcUtil.exe /connstr:$connString /out:"$outputPath\OptionSets.cs" /namespace:"$namespace" /codecustomization:"DLaB.CrmSvcUtilExtensions.OptionSet.CustomizeCodeDomService,DLaB.CrmSvcUtilExtensions" /codegenerationservice:"DLaB.CrmSvcUtilExtensions.OptionSet.CustomCodeGenerationService,DLaB.CrmSvcUtilExtensions" /codewriterfilter:"DLaB.CrmSvcUtilExtensions.OptionSet.CodeWriterFilterService,DLaB.CrmSvcUtilExtensions" /namingservice:"DLaB.CrmSvcUtilExtensions.NamingService,DLaB.CrmSvcUtilExtensions" /metadataproviderservice:"DLaB.CrmSvcUtilExtensions.BaseMetadataProviderService,DLaB.CrmSvcUtilExtensions" ## #Cleanup ## Remove-Item nuget.exe Remove-Item .\EBG -Force -Recurse Write-Output "Complete" You can see that I use OAuth for authentication. OAuth is one of the mechanism you can use to authenticate in the connection string. You can refer https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/xrm-tooling/use-connection-strings-xrm-tooling-connect page for additional information. If you don’t like entering your credentials during script execution, you can also use “ClientSecret”, but this needs to be first configured on Azure AD. You can refer Nishant’s post about this https://nishantrana.me/2019/08/24/connect-to-dynamics-365-web-api-using-oauth-2-0-client-credentials/ Microsoft also has created a AppId and RedirectUri that you can use on you development or test instance. Below is the disclaimer on the docs page about these. When using the OAuth AuthType\AuthenticationType For development and prototyping purposes we have provided the following AppId or ClientId and Redirect URI for use in OAuth Flows. For production use, you should create an AppId or ClientId that is specific to your tenant in the Azure Management portal. Sample AppId or ClientId = 51f81489-12ee-4a9e-aaae-a2591f45987d Sample RedirectUri = app://58145B91-0C36-4500-8554-080854F2AC97 Hope this helps.
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Forum Post: RE: How to set a focus on a field when the form loads?
any suggestion thx
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Forum Post: RE: Auto generated code
This is a bit of serendipity. I just published a post on how to do this dreamingincrm.com/.../
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Forum Post: JScript to Show/Hide Sections on a form based on an Option Set value - troubleshoot
Hi all, Looking for help on some JScript. Basically, I want to Show/Hide 4 sections on a form based on a field called 'Deal Stage' certain values: Show/Hide Current LOI Document Attachments, Current Contract Document Attachments, Current Green Folder Document Attachments, Current Closing Memo Document Attachment Sections based on the corresponding Deal Stage OS values. Deal Stage = Pipeline LOI (531,180,000), Show Current LOI Document Attachments Section, else hide Deal Stage = Pipeline Contact (531,180,001), Show Current Contract Document Attachments Section, else hide Deal Stage = Not CIC Approved (531,180,002), Show Current GF Document Attachments Section, else hide Deal Stage = Closing (531,180,004), Show Current Closing Memo Document Attachments Section, else hide Here is current code that I have that is throwing a "Web Resource Method does not exist" error onLoad/onChange of OS. Hoping it is syntax or something simple. Thanks in advance! function ShowHideDocAttachmentSections(ExecutionContext) { var dealStage = formContext.getAttribute("lennar_dealstage").getValue(); var formContext = context.getFormContext(); } { var docTab = formContext.ui.tabs.get("tab_12"); } if (dealStage) != (531, 180, 000) { formContext.ui.sections.get("tab_12_section_6").setVisible(true); } else { formContext.ui.sections.get("tab_12_section_6").setVisible(false); } if (dealStage) != (531, 180, 001) { formContext.ui.sections.get("tab_12_section_7").setVisible(true); } else { formContext.ui.sections.get("tab_12_section_7").setVisible(false); } if (dealStage) != (531, 180, 002) { formContext.ui.sections.get("tab_12_section_8").setVisible(true); } else { formContext.ui.sections.get("tab_12_section_8").setVisible(false); } if (dealStage) != (531, 180, 004) { formContext.ui.sections.get("tab_12_section_9").setVisible(true); } else { formContext.ui.sections.get("tab_12_section_9").setVisible(false); } }
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Forum Post: RE: JScript to Show/Hide Sections on a form based on an Option Set value - troubleshoot
Hello, Try following updated code: function ShowHideDocAttachmentSections(context) { var formContext = context.getFormContext(); var dealStage = formContext.getAttribute("lennar_dealstage").getValue(); var docTab = formContext.ui.tabs.get("tab_12"); if (dealStage != 531180000) { formContext.ui.sections.get("tab_12_section_6").setVisible(true); } else { formContext.ui.sections.get("tab_12_section_6").setVisible(false); } if (dealStage != 531180001) { formContext.ui.sections.get("tab_12_section_7").setVisible(true); } else { formContext.ui.sections.get("tab_12_section_7").setVisible(false); } if (dealStage != 531180002) { formContext.ui.sections.get("tab_12_section_8").setVisible(true); } else { formContext.ui.sections.get("tab_12_section_8").setVisible(false); } if (dealStage != 531180004) { formContext.ui.sections.get("tab_12_section_9").setVisible(true); } else { formContext.ui.sections.get("tab_12_section_9").setVisible(false); } }
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Forum Post: D365 SSRS report in Visual Studio 2017
I was told I have to use Visual Studio 2015 to create SSRS reports for D365. When will we be able to use a newer version of VS? Also, is there documentation somewhere stating what version of VS is required for SSRS for Dynamics?
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