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Forum Post: RE: import solution says it's missing lookup name fields

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Does anyone have any other suggestions where to look. I'm seeing the export saying two lookup names are missing, new_discountpricebookidname and new_shippingmethodidname (3 times.) those strings don't come up anywhere in the customizations xml of the solution only one of them, shipping, shows up in the solution xml (if both showed up I'd hack it) I run through the exercise of removing the lookups from the solution, bringing them back and accepting the inclusion of the lookup names (I've even declined it to no avail) I've checked for references in views even reviewed the relationship mappings Wondering why one type 2 would require another type 2: Think Microsoft support could fix it?

Forum Post: RE: JScript to Show/Hide Sections on a form based on an Option Set value - troubleshoot

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Thank you Goutam, Evgeniy, and mardukes. Here is a screenshot of the first section to show/hide based on Deal Stage value. It is the correct Name. Perhaps I have to set/uncheck Visibility here?

Forum Post: Xrm.WebApi.createRecord

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Hi, Having read through many posts to try and resolve this, it seems like it is a common source of error, but I really cant solve it! I am trying to link to a custom entity in my data bind using this as part of the data array in Xrm.WebApi.createRecord: - "new_ApprenticeshipProgramme@odata.bind": "/new_apprenticeshipprogrammes(FACAE985-CB06-EA11-A811-000D3AB2928C)" new_ApprenticeshipProgramme is the schema name of the field I am connecting from and new_apprenticeshipprogramme (without the s) is the custom entity, with associated guid I am trying to link to. Both are in custom entities. Any suggestions greatly appreciated.

Forum Post: RE: Xrm.WebApi.createRecord

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oops. Nothing to do with the binding, I had left the comma out at the end of the line in the JSON array!

Forum Post: RE: JScript to Show/Hide Sections on a form based on an Option Set value - troubleshoot

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Oooooh, I have just found the issue. You are calling the section via the formContext where you need to access a section via the tab you have already called. You retrieve the tab via "var docTab = formContext.ui.tabs.get("tab_12")". Now whenever you need to show or hide a section in your code you need to do "docTab.ui.sections.get("tab_12_section_6").setVisible(true)". function ShowHideDocAttachmentSections(executionContext) { var formContext = executionContext.getFormContext(); var dealStage = formContext.getAttribute("lennar_dealstage").getValue(); var docTab = formContext.ui.tabs.get("tab_12"); if (dealStage != 531180000) { docTab.ui.sections.get("tab_12_section_6").setVisible(true); } } I would always recommend to use the doc: docs.microsoft.com/.../formcontext-ui-sections Please verify the answer if it solved the issue. Happy developing

Forum Post: RE: how can i prevent queue item to re-picked by different users?

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This is just a quick idea, but: I would try to customize the command on the pick ribbon and put a custom JS-function before the default function which retrieves the selected record and checks for the Worked By of the queue item. You would need to pass the Selected item to that function and retrieve it via the Xrm.WebApi.retrieveRecord. So if the Worked by is not null (has a value) you can throw an Error- or AlertDialog via the Xrm.Navigation.openErrorDialog/Xrm.Navigation.openAlertDialog. You will find the necessary input on this pages: ribbonworkbench.uservoice.com/.../81981-2-customising-standard-ribbons ribbonworkbench.uservoice.com/.../129783-pass-the-currently-selected-grid-row-s-to-a-custo docs.microsoft.com/.../retrieverecord docs.microsoft.com/.../openerrordialog P.S.: For older CRM versions you would need to use other ways of retrieving records and showing an error dialog, since Xrm.Navigation and Xrm.WebApi is v9.0 and above. But there are many different ways like XMLHttpRequest for retrieve and the Alert.js libraries for showing error/alert dialogs

Forum Post: RE: You do not have {0} permission to access {1} records

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I had this issue before and it is truly painful looking for a solution. The Trace is mostly not very helpful. But I had good luck checking the relationships to other entities on the entity I got the error from and checking the access to these entities for the user role via the "Access Checker" in the "XrmToolbox". I would always recommend to check the Plug-Ins in the XrmToolbox since it has many helpful features.

Forum Post: RE: How to retrive 5000+ record using Javascript

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Hello, If you want to use XrmServiceToolkit.Soap.Fetch you will have to use paging in the way similar to following - docs.microsoft.com/.../page-large-result-sets-with-queryexpression

Forum Post: RE: How to automatically Finish a workflow

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Thanks by the help! it's working very well.

Blog Post: It’s the balloons time (when the help panes are feeling empty)

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I just learned how to create balloons! At first, it actually did not look that interesting at all when I clicked the question mark button: Yep, it felt a little empty there. So, I started to wonder, what can I do to make it more interesting? Turned out there is quite a bit we can do: https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/create-custom-help-pages We can add sections, images, bullet lists, videos, some other things… and, of course, those balloons. The thing about the balloons, though, is that they are linked to the page elements, so, if the elements change (or if you navigate to a different page), the balloons might stop flying. Well, that’s just a note – other than that the balloons still are awesome. So, what is it we may want to keep in mind about the help panes? We can add them to the solutions. Although, only while in the classic(?) mode We can work with the help XML using the definition below. Although, I guess that involves extracting solution files, updating them, then packing them back into a solution file (would be a good use for the solution packager) https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/create-custom-help-pages#custom-help-xml-definition The help pane will stay open as the user keeps navigating in the app This may bring the help pane a little bit out of content, so the users would have to remember to either close it or to click “home” button at the top left corner to change context for the help pane. Help panes are language-specific I just switched to French, and the help pane is feeling empty again I used Dynamics 365 environment everywhere above, but it’s actually working in the CDS environments, too Well, it seems to be a pretty cool feature. Of course help authoring may take time, and keeping it up to date may take time, too. But it seems to be a nice easy-to-use feature which can help even if we choose to only use it sporadically where it’s really needed.

Forum Post: RE: JScript to Show/Hide Sections on a form based on an Option Set value - troubleshoot

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Hi, if you use this statement formContext.ui.sections.get('tab_3_section_1').setVisible(false) then you will get this error Uncaught TypeError: Cannot read property 'get' of undefined if you use docTab variable to setvisiblility to hide/show section and use this statement docTab.ui.sections.get('tab_3_section_1').setVisible(false); then you will get this error Uncaught TypeError: Cannot read property 'sections' of undefined So I recommended you to use below 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) { docTab .sections.get(' tab_12_section_6 ').setVisible( true ); } else { docTab .sections.get(' tab_12_section_6 ').setVisible( false ); } if (dealStage != 531180001) { docTab .sections.get(' tab_12_section_7 ').setVisible( true ); } else { docTab .sections.get(' tab_12_section_7 ').setVisible(false ); } if (dealStage != 531180002) { docTab .sections.get(' tab_12_section_8 ').setVisible( true ); } else { docTab .sections.get(' tab_12_section_8 ').setVisible( false ); } if (dealStage != 531180004) { docTab .sections.get(' tab_12_section_9 ').setVisible( true ); ; } else { docTab .sections.get(' tab_12_section_9 ').setVisible( true ); } } Hope it helps

Forum Post: Get URL and Username in C#

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Hello, we're trying to make the login-credentials-popup appear using C#, as is shown in the uploaded picture. Is it possible? if so, how can we achieve this?

Forum Post: RE: An existing connection was forcibly closed by the remote host

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Hi, Did you fixed the issue? As I am facing it now and can't solve it.

Forum Post: User CRM dynamics 365 domain (dns) as App Service Custom domain

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Hello, I have a requirement to call external web api from crm dynamics web ressource. The Web API uses Azure AD authentication an the same tenant as crm dynamics. I am encountering some issue with the acquireToken. The user might be connected to CRM Dynamics but not connected to his account. So i would like to use CRM dynamics user session to authenticate to the Web API using SSO mechanism. I use Adal.js within my web resources and i call the method acquireToken. In some cases i get a message login required. According to the this documentation : Applications on different domain When applications are hosted on different domains, the tokens cached on domain A cannot be accessed by ADAL.js in domain B. This means that when users signed in on domain A navigate to an application on domain B, they will be redirected to the AAD page. Since Azure AD still has the user session cookie, the user will not have to re-enter the credentials. If the same user has multiple user accounts in session with Azure AD, the user will have a chance to pick the relevant account to login with. I had an idea and i am not sure if it's applicable but it's to add custom domain on my App Service that uses CRM portal dynamics dns. If this is applicable can anyone tell me how to verify domain ownership within crm dynamics portal ? (i know the crm dynamics instance belog to microsoft but do we have some control on dynamics organization portal ?) Best regards, Emad

Forum Post: Sql server Upgrade

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Hi, I have Microsoft dynamics CRM 2016 on premise, it was connected to Sql server 2014 and I have upgraded the SQL to 2016. It seems the report services are not working because of the upgrade, Do you have any suggestions? Thanks in advance

Forum Post: RE: Get URL and Username in C#

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Hello, Here is your step by step instruction in order how to do that - docs.microsoft.com/.../use-xrm-tooling-common-login-control-client-applications

Forum Post: RE: How to retrive 5000+ record using Javascript

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But how can i implement using javascript? There are steps for c#... can you please suggest me using example?

Forum Post: RE: How to retrive 5000+ record using Javascript

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Sure, I provided you an example how to do it using C#. Now it's your turn to build JavaScript that will do it. Good luck.

Forum Post: RE: How to retrive 5000+ record using Javascript

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Hello Maulik, Please see the below link: community.dynamics.com/.../odata-web-api-crm-online-how-to-query-more-than-5000-records

Forum Post: RE: Extracting the secruity with all its permissions

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Hello Sigi, You can try the below link to achieve your requirement: dotnetdeveloper2012.blogspot.com/.../dynamics-crm-export-security-role.html
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