If a user wants to disable the tracking, they can do it themselves by going to gear icon at the top right. Then options, Email tab and change Select the email messages to track to NO EMAIL MESSAGES. If they like to manually track some emails, they can still do so.
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Forum Post: RE: stop users enablng disabling personal tracking
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Forum Post: RE: Calling an Active directory authenticated Web API using Ajax in CRM Portal
Hello Sumit, Were you able to find a solution for your issue? Best regards, Emad
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Forum Post: RE: Changing Field data type from singel line of text to multiline text
Hi, You cannot do this as Dynamics CRM does not allow to change the field datatype after field creation.
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Forum Post: RE: Changing Field data type from singel line of text to multiline text
Create a new singleline text filed and copy data from your existing filed to new filed. Create a on demand workflow or console app,or xrm toolbox bulk update tool to update all records. now delete the old filed and create a multi line text filed. You can use the same schema name. There will not be any other impacts on existing customization. Now copy the data from your dummy filed to the text field. Deployment 1) Create a new solution to add the dummy filed to the entity and do a managed deployment to the solution. 2) Perform the Data copy from the existing filed to the dummy filed 3) Create a new clone of the solution in the develop environment and remove the filed dependency from all forms, views etc. If the filed is existing in multiple solutions then it must removed from all solutions. Remove the filed from all cloned solutions 4) new deploy all solutions to the target environment as managed 5) Uninstall all old dependent solutions 6) This will remove the filed from the target environment 7) Now Increase the version number of the solution in development environment and create a new filed as multi line text and restore all removed customization 8) deploy the solution to the target environment 9) perform a data copy from dummy to the new filed 10) Uninstall the dummy filed solution from the target environment
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Forum Post: RE: CRM 2013 E-mail Router error for incoming e-mails
hello james, I'm currently facing some of the same issues. Could you please elaborate a bit more on the solution? Was it beacause the plugin was running on synchronous mode and blocking the transaction on the sql server? What were the steps you followed in order to resolve the issue? Did you switch the plugin to async? or did you have to refactor the code of the assembly?
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Forum Post: RE: D365 SSRS report in Visual Studio 2017
Thanks. I got it working with VS 2015 and installing SQL Sever Data Tools. I assume that's the extension you're talking about.
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Blog Post: ROADMAP: Find out what is coming!
Purvin Patel, MVP and Community Leader, Microsoft Business Applications Group! Kicking of the Dynamics 365 Saturday in Portland. First Tip: Checkout https://dynamics.microsoft.com/en-us/roadmap/overview/
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Blog Post:
Purvin: Professional listener of rants, 24 years in the CRM/ERP community. Let's see that means that his ears have probably heard my name a few times over the last 15 years. Why? I have 15 years of deep dive focus on Microsoft Dynamics 365/CRM. I have been known to question, to ask questions and to care which sometimes creates noisy energy when things are not trending well for customers. Reacting to Reactive. I have aged, I am humbled, I have experience, regrets and even a few scars. I still have a lot to learn. Community, What a gift to Learn!
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Forum Post: RE: Plug-In to generate Excel file with huge amount of fields
Hi, I understood that you have a relationship in a drill down way like Entity A has 1:N r with Entity B and in turn Entity B has 1:N with Entity C as on.I guess there is a limitation of retrieval of drill down related referenced entities.Please check it out once and this might be the reason for the "Query has exceeded the limit of fields". Hope this helps. Regards, Thangamani
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Blog Post: Buzz: It is time to submit your ideas and share your experience #Dynamics365 #PowerPlatform
Share your ideas, Share your Experience! https://experience.dynamics.com/ideas/
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Blog Post: The Benefits of Avanade
One of the best things I like about avanade is the continued mantra of the following two things! 1) WE Work Together 2) BE Your Empowered Self
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Forum Post: RE: stop users enablng disabling personal tracking
Hey Danny, looking at the knowledge I have on the system there is no way to disable tracking for specific users by certain security roles or similar configurations without them being able to enable it again. Users are disabling/enabling mail tracking in their personal settings which are always accessible to them (gear symbol in the top right corner). You can either enable or disable tracking for the whole organization with a few tricks/clicks. On the other hand I've just thought of another "really dirty" solution to your problem but this is definitely not something I would recommend. But what if...…. You could create a plug-in which triggers on "Record creation" of the E-Mail entity and checks whether the user is for example part of a specific team (e.g. a "Sales Team" which you created) or has a specific security role assigned and if the conditions meet, you can delete the E-Mail record. That way any mail, that will be tracked into the system by users that have enabled their tracking but shall not do so, will be deleted in CRM. But don't forget.... I wouldn't recommend that approach, just letting you know about the only solution to such a requirement I could think of.
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Forum Post: RE: In a managed Solutions i want users can edit the data but cannot delete
Hey, what do you exactly mean with "edit data"? Do you mean something like changing the Display Name of a field, or editing a WebRessource? Anyhow no changes can be made inside a managed solution. To edit Display Names of fields, editing workflows or something similar you need to create a new unmanaged solution and add the necessary components to it. I would not recommend doing any changes to any components directly in the default solution. That way you quickly lose track of the customizations you/one have/has done.
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Forum Post: RE: Extracting the secruity with all its permissions
Hi, I guess there is no tool explicitly to retrieve the privileges [permissions] on the entities for a security role.It can be done via programming and it is supported to retrieve the privileges assigned to that role on each entity via "RetrieveRolePrivilegesRoleRequest()". Hope this helps. Regards, Thangamani
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Forum Post: RE: JScript to Show/Hide Sections on a form based on an Option Set value - troubleshoot
The error you get "Cannot read property 'get' of undefined" must be in line 19 of your code because it say "at ShowHideDocAttachmentSections (lennardev.crm.dynamics.com/.../lennar_VisibilityofDocAttachSections:19:25)" The first digit at the end represents the line in your code and 25 five the position in this line. And the 'Cannot read property 'get' of undefined' means usually that you are trying to get something that is not given on the form, so as Goutam said: Check the spelling of all tab and section names you got on the form with the ones you wrote in your code.
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Blog Post: Share an app to an Azure AD Group
Sweet, sharing Power Apps to Azure AD Groups. Another reason to continue to emphasize using Azure AD Groups.
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Blog Post: Flows now support CDS transactions. Introducing the Changeset Request!
The road from Classic Workflows to Flows has been a long one. Microsoft has been committed to bringing parity to Flow when compared to Classic Workflows. We are almost there but this is only half the story because there is so much more you can do with Flows compared to Classic Workflows. Transaction support is one of those features that Synchronous Workflows inherently supported because they ran inside the execution pipeline, but Asynchronous Workflows left you to tidy up manually if something went wrong halfway through a run. This often led to using Actions to perform specific actions inside a transaction, but wouldn't it be cool if we didn't need to do this? Read on! Note : Even though the product that was formally known as Microsoft Flow is now called Power Automate, Flows are still called Flows! So what's a transaction? At the risk of teaching you to suck eggs , Transactions simply put are a way of executing multiple operations, where if one fails, they all 'roll back' as if they never happened. The 'changeset' of operations is said to be ' atomic ' which means that until the transaction is 'committed', no one else can see the records that are created/updated/deleted inside the transaction scope. Imagine a scenario, where a system needs to transfer a booking from one flight to another where both flights are in very high demand: The system cancels the customers current booking The system books the new flight, but this fails because the flight is now full The system tries to re-book the previous canceled flight, but someone has already taken the seat The customer is left with NO flight What about a different order of events where the system goes offline halfway through: The system books the new flight The system cancels the previous flight, but this fails because the system is unavailable The system tries to cancel the flight just booked in step 1 because the customer now has two flights, this fails because the system is unavailable The customer now has TWO flights! In both of these situations, without transaction support, we are left having to perform complex ' manual transaction compensation '. The topic of transactions is fairly complex, and there are lots of other topics such as locking and distributed systems, but simply put, transactions make database consistency easier to manage! How do Flows now support CDS transactions? Transactions are called 'changesets' in a Flow. This is a feature that was announced as part of the Wave 2 changes - and it's just landed! To use changesets, you will need to be using the CDS Current Environment Connector: Once you have inserted the changeset, you can add the actions that will be part of the transaction. These can only be Create, Update and Delete CDS actions. In this case, I am going to need to query CDS to get the new flight details, and the details of the booking to cancel. To test, I'll use a flow button that can accept parameters: We next use the List Records CDS action to get the booking details. We use the Booking Reference to populate the query parameter: Top tip: You can use Jonas Rapp's awesome FetchXml builder to build Flow Queries. Sara Largerquist has a great post on how to easily do this . Now that we've got the records we need, we can create the new booking and cancel the previous in a single transaction: If anything fails in this transaction, nothing will be applied to the CDS database. If I run the flow twice for the same booking reference, the booking is already cancelled and so both actions will fail: Notice how the 1st action is 'Skipped' because the 2nd action failed. This is the magic of transactions! My Flow Pledge I solemnly swear that I will never write another Classic Asynchronous Workflow! How about you? @ScottDurow
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Blog Post: Data, Data, Data -> Visualize, Clean, Mash, Visualize and, using your voice, ask questions
Deep diving into the world of Power BI Getting data for Power BI to work with: Free (OOB) type apps like the Dynamics 365 APP Lightly customized content packs (apps) - 3 customized content packs using ODATA options in Github, Fits/Gaps (option set Ouch) More extensive content packs (apps) - Change the data source from ODATA to CDS, reduces linked tables, fix visualizations Other approaches and tools - Watch for new apps and content packs weekly, they are coming out this fast!!
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Forum Post: How to retrive 5000+ record using Javascript
I want to retrive 5000+ record using javascript. i have 20000+ product in my price list so i want to retrive all using fetchxml XrmServiceToolkit.Soap.Fetch(fetchXml); Please help me. Thanks in Advance..!!!!
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Forum Post: RE: JScript to Show/Hide Sections on a form based on an Option Set value - troubleshoot
first number indicates line
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