if there is a lookup pointing to Contact inside your custom entity, you can just create a classic workflow instead of a plugin to update the details of the contact
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Forum Post: RE: How to create a Plug in which should trigger on pre-update of room entity(custom entity)
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Forum Post: RE: How to create a Plug in which should trigger on pre-update of room entity(custom entity)
Hello, You can start here - docs.microsoft.com/.../tutorial-write-plug-in
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Forum Post: RE: Excessive Connections to SQL Server
If you have greater than 3 Asynchronous servers, you will see the number of sessions increase on reboot of the DB servers, and through the day those sessions increase to an unmanageable number of threads/sessions. To resolve this, there is a table in the database that needs to be tweaked. You can see the current value if you run the following: select Id, ColumnName, IntColumn from [MSCRM_CONFIG].[dbo].[DeploymentProperties] where ColumnName = 'SharedDBConnectionPoolMinPoolSize' But based on the screen capture above, it looks to be a single host, thus these might be normal connections where Microsoft is not terminating them.
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Forum Post: RE: Can't use the Dynamics 365 App for Outlook after removing/disabling Internet Explorer
So what's going to happen when Microsoft officially ends support on August 17, 2021 for 365 apps using Internet Explorer 11? docs.microsoft.com/.../m365-ie11-microsoft-edge-legacy
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Forum Post: RE: Merge Contacts Error msg -
Hello, According to the description - check to what of marketing lists "victim" of merging belongs to and unlock the one that is locked.
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Forum Post: RE: Force Refresh after Form Save
Thanks, its working but only one problem on 1st click of save it shows error called saving in progress please wait while saving is completed Error code :- 0x83215603
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Forum Post: Microsoft Word Template customization and Dynamics 365 for Outlook Plugin
Hello there, I'd like to inquire some assistance with two problems I am facing: I have a salesorder template which features a table with a product column. In this particular column my productidname (salesorderdetails) and productdescription (salesorderdetials) are housed, seperated by a a single space. My goal is to always move the text that is populated by the description field to the line within the cell. Whenever the description field is empty just leave it as is. Would that be possible with the OOB formatting tools provided by Word (VB would sadly not work since its not allowed in CRM) ? My second question revolves around the Dynamics 365 plugin for Outlook. Wanting to use it again I promptly installed it only to see that a connection to our crm was not possible. Looking at the Exception thrown I got this: Error connecting to URL: our_url/XRMServices/2011/Discovery.svc Exception: System.ServiceModel.Security.SecurityNegotiationException: SOAP security negotiation with 'our_url/XRMServices/2011/Discovery.svc' for target 'our_url/XRMServices/2011/Discovery.svc' failed. See inner exception for more details. ---> System.ComponentModel.Win32Exception: The Security Support Provider Interface (SSPI) negotiation failed. The system clock on both systems is correct and the crm site has only one https binding, which is also configured in the deployment manager. We are also using CRM 8.2 on Premise I read somewhere that this plugin was shutdown by Microsoft at the end of December but that it would still work with on Premise. Am I safe to assume this is not the case anymore as well? Best Regards Max
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Forum Post: RE: Force Refresh after Form Save
Ah, I'm sorry, my answer was partly wrong. The reason you're getting that error is that it's trying to save twice at the same time - once when you click Save and once during the function called onSave. One option is to change it to formContext.data.refresh(false). This won't save form for the refresh. However, I believe this may refresh BEFORE the save action is completed, meaning you may lose data. Another option is to use the addOnPostSave method. This adds a function to be called AFTER the save event is completed. For example: function onSave(executionContext) { var formContext = executionContext.getFormContext(); formContext.data.entity.addOnPostSave(refreshForm); } function refreshForm(executionContext) { var formContext = executionContext.getFormContext(); formContext.data.refresh(true); } On save, this will add the refreshFrom function the the Post Save event, which will then fire and refresh the form after the save is complete. You can change the (true) to (false) in the refresh method if you don't want the form to save again, but in my experience I often get a pop up asking to save if it's set to (false), so I just leave it at (true).
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Forum Post: RE: How to create a Plug in which should trigger on pre-update of room entity(custom entity)
Hello Will, You can refer to this link for Pre-Operation: carldesouza.com/.../
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Forum Post: RE: Force Refresh after Form Save
Ok and I am adding it on onsave eventhandler and now if there is 2 function should i add both or just onsave the 1st one
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Forum Post: Can I avoid a rollback at exception?
I have a javascript that creates a record, which then triggers a plugin (POST operation and sync) on create. If a exception is thrown in the plugin the Dynamics platform will perform a rollback and the entity will not be created. That is how Dynamics works. However, I would prefer if the post is still created and a status on the record is set to Failed. Is there any way I can avoid my record being rolled back? What would happen if I catch the exception in my plugin and not re-throw the exception? Also the plugin HAS to be sync - cannot be async since it the operation has the occur directly. Thanks in advance!
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Forum Post: RE: EMT$ email template subject field not working
surprised an expert or microsoft employee cannot shed some light on this. another D365 wart I guess.
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Forum Post: RE: Force Refresh after Form Save
You'll need both functions. The refreshForm function is called by the onSave function when the onSave event occurs. Let me know how it goes!
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Forum Post: RE: How to create a Plug in which should trigger on pre-update of room entity(custom entity)
Do this in a Post Update plugin.
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Forum Post: Where is the permission to see Users?
Is there a permission on a security role that will allow for them access to view the Users? We would like to allow non system admins to see this.
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Forum Post: Opt Out Button Missing
Hi, I've recently started using Dynamics 365. I'm going to be rolling out some emails automatically, and I want to make sure I include the opt-out preferences. I've looked for several guides online as to how to achieve this, but they all state they are able to click an opt-out option that I'm simply not seeing. I'm even able to make an opt-out email template, just not able to include the opt-out option. Does anyone know how I would mannage to have that button appear? This is what mine looks like while the screenshots people have include a button like this: How would I make this appear? Could I be using the wrong verison of dynamics? Thanks!
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Forum Post: RE: Can I avoid a rollback at exception?
Hello, I'm afraid you can't avoid rollback - this is the way how it works. You can try catching the exception without it being rethrown but there could be consequences as far as I remember - andz88.wordpress.com/.../
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Forum Post: RE: Where is the permission to see Users?
Hello, Check the "Business Management" tab in the security role - "User" entity privileges are located there.
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Forum Post: RE: EMT$ email template subject field not working
Hi Urklnme, You follow the steps to create an Email template, just if you can put some screenshot about your email template, and the sent email how it become , and so on. in this case I guess that the D365 experts will trigger the issue if there a one,
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Forum Post: Create Records in Dynamics 365 with Canvas PowerApp
Hi, I want to create a custom entity record in Dynamics 365 from a Canvas App. The Canvas App has lookups as well which will show CRM accounts and user can select one of them and on submit button it will create a custom entity record. Does anyone have any suggestions?
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