Hi, Can anyone help me understand with some scenarios of reports where you will be going for SSRS reports than using the Advanced find Excel reports? Couple scenarios of SSRS reports with examples is highly appreciated Thanks!
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Forum Post: SSRS reports vs Advanced Find
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Forum Post: collaboration tools in CRM D 365
Hi All, Please let me know whether we have any collaborative tool with CRM D365, for sharing post, like , comments,image , video and creating polls within Same CRMD365 organization. Regards, Parashuram Jadhav
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Forum Post: SOAP Organization Service Execute Create New account with OptionSetValueCollection - error Cannot insert the value NULL into column 'SelectedOptionValues'
Hello folks, do you have me maybe a tipp what is wrong in my POST SOAP request if I am trying to create a new account via the IOrganizationService/Execute? I want to fill in only two fields on the newly created account: a. Standard field: name b. Custom field: ap_accountrole that is a multiOptionSet field (supported from version 9.0), here you can see more about the field: but I always get the following error message as Response: Sql error: 'Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. The statement has been terminated.' The CRM version is 1710 9.1.0.876 online Do you have any idea why it is not working correctly and as expected? Is the syntax wrong? Does the old Org.Service not longer support this new feature of CRM 9.x? I'd really appreciate any hints from the community. Thank you in advance! Regards, Norbert My SOAP Request was: POST: .api.crm4.dynamics.com/XRMServices/2011/Organization.svc/web Header: Authorization Bearer SOAPAction schemas.microsoft.com/.../Execute Content-Type text/xml; charset=utf-8 Target name Account_CPQ_Test_20181209194131 ap_accountrole 778210000 00000000-0000-0000-0000-000000000000 account Create And the response with error message looks: Header: x-ms-service-request-id 33c367c2-effa-4fd9-a45e-30511f15c8a0 REQ_ID 33c367c2-effa-4fd9-a45e-30511f15c8a0 Content-Length 14462 Cache-Control private Content-Type text/xml; charset=utf-8 Date Thu, 13 Dec 2018 10:11:11 GMT Set-Cookie ApplicationGatewayAffinity=0dba0a79351f5b72d2eea63a5bcb63ad64f2c424fed5c36a5468a13cb6f69a5b;Path=/;Domain= .api.crm4.dynamics.com Server s:Client Sql error: 'Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. The statement has been terminated.' 45beaf84-edb0-4cab-aa54-f8b5b483a882 -2147204784 ApiExceptionSourceKey Plugin/Microsoft.Crm.Common.ObjectModel.AccountService ApiOriginalExceptionKey Microsoft.Crm.CrmException: Sql error: 'Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. The statement has been terminated.' ---> Microsoft.Crm.CrmException: Sql error: 'Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. The statement has been terminated.' ---> System.Data.SqlClient.SqlException: Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. The statement has been terminated. at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose) at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady) at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString, Boolean isInternal, Boolean forDescribeParameterEncryption, Boolean shouldCacheForAlwaysEncrypted) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async, Int32 timeout, Task& task, Boolean asyncWrite, Boolean inRetry, SqlDataReader ds, Boolean describeParameterEncryptionRequest) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, TaskCompletionSource`1 completion, Int32 timeout, Task& task, Boolean& usedCache, Boolean asyncWrite, Boolean inRetry) at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(TaskCompletionSource`1 completion, String methodName, Boolean sendToPipe, Int32 timeout, Boolean& usedCache, Boolean asyncWrite, Boolean inRetry) at System.Data.SqlClient.SqlCommand.ExecuteNonQuery() at Microsoft.Crm.CrmDbConnection.LockConnectionAndExecuteMethod[TResult](IDbConnection connection, Func`1 executeMethod) at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command) at Microsoft.Crm.CrmDbConnection.<>c__DisplayClass110_0.<InternalExecuteNonQuery>b__0() at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties) at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func) at Microsoft.Crm.Platform.Server.DataEngine.SqlDataAccessManager.<>c__DisplayClass2_0.<ExecuteNonQuery>b__0() at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties) at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func) at Microsoft.Crm.BusinessEntities.MultiSelectOptionValuesTrigger.DoCreate(Guid id, MultiSelectOptionsInfo info) at Microsoft.Crm.BusinessEntities.MultiSelectOptionValuesTrigger.Create(Guid id) at Microsoft.Crm.BusinessEntities.TriggersExtension.ExecuteTriggers(BusinessEntity entity, ArrayList triggers, OperationType operationType) at Microsoft.Crm.BusinessEntities.BusinessProcessObject.PostCreateEventHandler.Invoke(Object sender, ExtensionEventArgs e) at Microsoft.Crm.BusinessEntities.BusinessProcessObject.<>c__DisplayClass167_0.<Create>b__0() at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties) at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func) at Microsoft.Crm.Common.ObjectModel.AccountService.Create(IBusinessEntity entity, ExecutionContext context) --- End of inner exception stack trace --- --- End of inner exception stack trace --- at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context) at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context) at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass2_1.<Execute>b__0() ApiStepKey ffc9bb1b-ea3e-db11-86a7-000a3a5473e8 ApiDepthKey 1 ApiActivityIdKey 45beaf84-edb0-4cab-aa54-f8b5b483a882 ApiPluginSolutionNameKey System ApiStepSolutionNameKey System Sql error: 'Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. The statement has been terminated.' 2018-12-13T10:11:11.3721858Z false 45beaf84-edb0-4cab-aa54-f8b5b483a882 -2147204784 Sql error: 'Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. The statement has been terminated.' 2018-12-13T10:11:11.3721858Z false 45beaf84-edb0-4cab-aa54-f8b5b483a882 -2147220970 Exception output:: System.Data.SqlClient.SqlException (0x80131904): Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. The statement has been terminated. at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose) at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady) at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString, Boolean isInternal, Boolean forDescribeParameterEncryption, Boolean shouldCacheForAlwaysEncrypted) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async, Int32 timeout, Task& task, Boolean asyncWrite, Boolean inRetry, SqlDataReader ds, Boolean describeParameterEncryptionRequest) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, TaskCompletionSource`1 completion, Int32 timeout, Task& task, Boolean& usedCache, Boolean asyncWrite, Boolean inRetry) at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(TaskCompletionSource`1 completion, String methodName, Boolean sendToPipe, Int32 timeout, Boolean& usedCache, Boolean asyncWrite, Boolean inRetry) at System.Data.SqlClient.SqlCommand.ExecuteNonQuery() at Microsoft.Crm.CrmDbConnection.LockConnectionAndExecuteMethod[TResult](IDbConnection connection, Func`1 executeMethod) at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command) at Microsoft.Crm.CrmDbConnection.<>c__DisplayClass110_0.<InternalExecuteNonQuery>b__0() at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties) at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func) at Microsoft.Crm.Platform.Server.DataEngine.SqlDataAccessManager.<>c__DisplayClass2_0.<ExecuteNonQuery>b__0() at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties) at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func) at Microsoft.Crm.BusinessEntities.MultiSelectOptionValuesTrigger.DoCreate(Guid id, MultiSelectOptionsInfo info) at Microsoft.Crm.BusinessEntities.MultiSelectOptionValuesTrigger.Create(Guid id) at Microsoft.Crm.BusinessEntities.TriggersExtension.ExecuteTriggers(BusinessEntity entity, ArrayList triggers, OperationType operationType) at Microsoft.Crm.BusinessEntities.BusinessProcessObject.PostCreateEventHandler.Invoke(Object sender, ExtensionEventArgs e) at Microsoft.Crm.BusinessEntities.BusinessProcessObject.<>c__DisplayClass167_0.<Create>b__0() at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties) at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func) at Microsoft.Crm.Common.ObjectModel.AccountService.Create(IBusinessEntity entity, ExecutionContext context) ClientConnectionId:1ada3058-636e-40fe-b05e-2e96427c89c8 Error Number:515,State:2,Class:16 ClientConnectionId before routing:9dd1a11a-f8f4-4b97-9c05-a8a636eb8fbf Routing Destination:dcc1f4abba56.tr18.northeurope1-a.worker.database.windows.net,11138 Error(s) details: Class: 0x10 LineNumber: 1 Message: Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. Number: 515 Procedure: Server: dcc1f4abba56.tr18.northeurope1-a.worker.database.windows.net,11138 Source: .Net SqlClient Data Provider State: 2 ToString(): System.Data.SqlClient.SqlError: Cannot insert the value NULL into column 'SelectedOptionValues', table 'db_crmcoreemea_20180909_07491506_4bcc.dbo.MultiSelectAttributeOptionValuesBase'; column does not allow nulls. INSERT fails. -- Class: 0x0 LineNumber: 1 Message: The statement has been terminated. Number: 3621 Procedure: Server: dcc1f4abba56.tr18.northeurope1-a.worker.database.windows.net,11138 Source: .Net SqlClient Data Provider State: 0 ToString(): System.Data.SqlClient.SqlError: The statement has been terminated. -- : Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #A29A4BCD 2018-12-13T10:11:11.3731844Z false
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Forum Post: RE: Dynamics 365 v9 OnPremise Upgrade Fail
Let us know as soon you get any respsonse, lots of people are effected with this issue with no clue. Looking forward to new patch
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Forum Post: RE: How to stop Outlook CRM-Plugin to link everything with the CRM?
Hello Rasmus, thanks for your answer. The settings are: Personal Options: "Email messages in response to Dynamics 365 email" The global system settings: - Incoming: Server-side or email router - Outgoing: Microsoft Dynamics 365 for Outlook - Appointments, Contacts,...: Microsoft Dynamics 365 for Outlook Do I need to change the personal option settings to "Email messages from Dynamics 365 records that are email enabled"? Regards, Bernhard
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Forum Post: RE: SOAP Organization Service Execute Create New account with OptionSetValueCollection - error Cannot insert the value NULL into column 'SelectedOptionValues'
Hello Norbert, There is nothing wrong with your code. Setting the null for Multiselect Optionset during create will cause an exception. So during the create just don't pass it with other parameters. The same time during Update setting of value to null works fine.
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Forum Post: RE: Dynamics 365 v9 OnPremise Upgrade Fail
I got the information, that they will provide a hot fix, not a complete installation. It will be in the next build, but don’t know when the next build is coming.
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Forum Post: RE: SSRS reports vs Advanced Find
Hello, The best example I believe is print forms with stylings, logos e.t.c. - you can't get it using Advanced Find. Also you can't use aggregates/groupings using Advanced Find. Another advantage of reports over advanced find is that on the same report you can get data from different recordssets like contacts, accounts and opportunities. Plus you can build diagrams and charts using SSRS.
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Forum Post: RE: Retrieve value of Lookup field from another entity
Hi Goutam, I found an error in my code, this now works for retrieving and setting the date field var mh_legalreviewcompletedate = new Date(results.value[i]["mh_legalreviewcompletedate"]); Xrm.Page.data.entity.attributes.get("mh_codacontracttitle").setValue(name); Thank you for all your help with this issue. Steve
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Forum Post: RE: How to stop Outlook CRM-Plugin to link everything with the CRM?
I am investigating the same issue. What i have noticed is that the tracked emails are being created by the "SYSTEM " user - Use Advanced Find and check "CREATED BY". If its the same with you, this is the outlook App because it doesn't stamp tracked emails using the executing user. You then need to go to Settings > Dynamics App For Outlook and see if this is not being auto installed for your users. That's where i got to with my investigation.. I hope it gets you somewhere, still looking for the solution myself. Is there a way to uninstall the App for all users ? Do you know ?
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Forum Post: RE: SSRS reports vs Advanced Find
Hi James, In addition to Andrew answers ,using Advanced find we can not retrieve multiple related records for example if we want to retrieve Accounts list with multiple contacts you can not get using advanced find reports. Another example let say you want to add footer in a report where you want to display the total amount , you can not do it using advanced find report. Due to that we are moving to SSRS reports.
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Forum Post: RE: collaboration tools in CRM D 365
Hi Parashuram, Please check below reference - docs.microsoft.com/.../collaborate-with-team
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Forum Post: RE: Installation of Dynamics (CRM) 9.0
Hello OCSDAWU, did you solve this problem? We have the same here: Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.InstallConfigDatabaseAction failed. ---> Microsoft.Crm.CrmException: Could not acquire Write lock in time 30000 milliseconds at Microsoft.Crm.CrmLockSlim..ctor(ReaderWriterLockSlim readWriteLock, LockMode lockMode, Int32 timeoutInMilliseconds, Boolean allowRecursion)
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Forum Post: RE: WEB Api Update Issue Using Java
I am also facing the same problem . No solution found in the net. No supporting document for simple curd operation using java from microsoft
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Forum Post: Integration JSPDF in dynamics crm
Hello community I need to generat a custom PDF using JSPDF and JSPDF AUTOTABLE I added the 2 webressources as librairies in The onload of the form and also i added them in the action command of the button in Workbensh But I get an odd behavior for : For the first click on the button the crm generate the PDF But after That I couldn't generate it any more I got an error Cannot read Property API it seems like crm can't charge or read the fonction from the librairie (I got this error onload and when i click on the button) Does Any one Have already had this kind behavior ?OR maybe another way to generate PDF using JS? Please Let me Know PLS!! Ps : I work on CRM 2015 Onpremise
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Forum Post: RE: WEB Api Update Issue Using Java
Hello, Check following post - docs.microsoft.com/.../update-delete-entities-using-web-api I believe you should doublecheck that all your request headers are correct. Especially I will recommend to check following pieces: connection.setRequestProperty("X-HTTP-Method-Override", "PATCH");//this is not mentioned in the post at all connection.setRequestMethod("POST");//For Update it should be PATCH, not POST connection.setRequestProperty("Content-Type", "application/json; charset=utf-8");//try to use "application/json" instead As Ben already mentioned - test your requests using PostMan before start coding. Good luck.
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Blog Post: White Paper – Migrate Microsoft Dynamics CRM 2016 On-Premises to CRM 365 Online v9
This consists of steps/considerations for upgrading dynamics CRM 2016 On- Premises v8.1/8.2 to Dynamics CRM 365 Online v9 I would like to thank Ravi Kashyap for helping me validate the process and Andrew Butenko for his nice blog . A typical migration process should consist of below steps: First things first – Decide the Dynamics CRM 365 Online Customer Engagement Plan Validate your client side & server side code Backup your existing Data & Customization (Optional) Deploy Customizations to Dynamics CRM Online Instance Active Directory Synchronization Migrate your data Fix JavaScript & Plugins Validate Sitemap Reporting Options in Dynamics CRM Online 365 Test,Test & Test Again Copy Instance 1. Decide the Dynamics CRM 365 Online Customer Engagement Plan Microsoft offers variety of subscriptions based on the functionality required by the business. Now it can be very confusing in terms of costing. There is a tool available which can be used to estimate your costing of Dynamics CRM online implementation: http://www.infostrat.com/dynamics-365-cost-calculator However, the Microsoft Pricing page the details are also pretty neat to understand : https://dynamics.microsoft.com/en-in/pricing/ Microsoft Fast Track Program for Online implementation This is a special assistance provided by Microsoft for the business who are planning for dynamics CRM Online Implementation and purchasing 250+ license where in Microsoft will take care of the migration of Customization + Data for your CRM. Which literally takes all your headache away! read more about it here : https://www.microsoft.com/en-us/fasttrack/dynamics-365 2.Validate your client side & server side code though your code or script in 8.1 should work in Dynamics CRM Online 9.0, it is recommended that these should be updated to use the latest API. For example Page is deprecated in v9, however deprecation doesn’t mean it will stop working right away, it just means that Microsoft has a plan to vanish it in coming updates/releases. Now there is a very nice tool available which helps to validate your JavaScript by running in your dynamics crm. This XrmToolBox ( details here )plugin will scan your environment and Validates your JavaScript Webresources if they are compatible with Dynamics CRM 365 V9. It will tell which method needs to be replaced with what method. More details can be found here : https://www.powerobjects.com/2018/09/17/upgrade-deprecated-client-apis-dynamics-365-v9/ Note down all the issues , even you can start fixing these in the background. Another point to note is Odata should not at all be used to for any CRUD operation in your system and must be replace by Web API. Now if we talk about server side code/plugins there is not much difference – the only thing to be done is to use the latest SDK assemblies version 9, all the latest CRM SDK assemblies are available on the nuget store and should be replace otherwise plugins will not be able to run and communicate with your dynamics CRM . Apart from it the solution must be update to use .net framework 4.5.2 minimum. 3.Backup your existing data & customization This step is optional and can be skipped. This step requires a simple backup of your database of Dynamics CRM Organizaton & keeping them in some place. Step 1: Open SQL Server and Expand Databases. Right Click on required Organization(*****_MSCRM) to take Backup and Go to Tasks -> Back Up… Step 2: Would like to provide the new Destination Backup Path. Step 3: Select path and provide File Name and click on OK . Step 4: Click on OK to start backup. 4.Deploy Customizations to Dynamics CRM Online Instance This is probably the most important step, if you are able to perform this without any hiccups; you have done most of the upgrade work. Its time you export all customizations from your On-Premise environment. Now do not export default solution/customization from your On-Premise environment, rather create a custom solution and add all your customization in the solution. As Microsoft Dynamics CRM Online doesn’t support default customization import. Once solution has been exported, open your dynamics CRM Online instance and import the solution. Generally solution to v9.0 from v8.1 can be imported without any issues. But if any errors come, the real time troubleshooting should be done as it’s unpredictable. So, BE READY FOR MULTIPLE TRY/FAULT ATTEMPTS. If things doesn’t go well , I would suggest to break down the components and then deploy : ● WebResources & OptionSets ● Custom Entities + Dependencies on Standard Entities (like custom view of standard entity used in the subgrid of custom entity form) ● Standard Entities ● Security Roles ● Dashboards & Reports ● Processes & Plugins & Custom Workflow Assemblies ● SiteMap & Application Ribbon Apart from it Connection Roles, Templates, Field Security Profiles e.t.c can be separated too to avoid “missing dependency error”. 5.Active Directory Synchronization Transition to dynamics crm online can be really weird and new for the users but doing AD synchronization can definitely comfort them to some extent. If you have a large organization that uses Active Directory to manage your users and groups, setting up Active Directory synchronization will allow you to manage all of your CRM Online users in a central location, avoiding the need to manage multiple user accounts and passwords. In the Office 365 portal, each user record automatically includes user details such as phone number, which is populated from the corresponding user entry in Active Directory. After you assign a CRM license to a user in the Office 365 portal, the user (and all associated details) will appear within the CRM application. If the user’s name or other information is updated in Active Directory, any changes will automatically propagate to CRM. Here are few links to enable this: https://blogs.msdn.microsoft.com/crm/2013/07/18/how-to-synchronize-crm-online-with-your-active-directory/ https://www.crmsoftwareblog.com/2013/07/synchronizing-microsoft-dynamics-crm-online-with-your-active-directory/ 6.Migrate your data Migration of the data is another important aspect of an upgrade after customization. There multiple options available such as custom .net code( console application) , Scribe, SSIS along with Dynamics CRM Adapters provided. Based on the volume of data, option can be selected. Kingsway has a “Starter Package” that can be used a foundation to the migration of data from CRM to CRM. http://www.kingswaysoft.com/downloads/samples/CrmMigrationStarterPack.zip you can combine Scribe with SSIS for other options such as migrating users. Where in you can get users using SQL query and then create them in dynamics crm online using API. ( we will talk about synchronization of Active Directory with dynamics crm online to be able to let users use existing logins and email addresses). 7.Fix JavaScript & Plugins Now that you have your customizations and Data in your dynamics CRM instance, Its time to go back to step 2 – Validate client and server side code. We have discussed briefly there approach of fixing JavaScript and plugin code as what needs to be done. 8.Validate Sitemap Now that you have moved your customizations, you might see weird changes on your dynamics CRM online sitemap. Few ways to fix your sitemap and design your way again. Using the build in SiteMap designer in dynamics CRM 365 online : https://www.inogic.com/blog/2018/01/inline-editing-for-sitemap-components-in-dynamics-365-v9-0/ Using SiteMap Editor tool from XRMToolbox: https://www.xrmtoolbox.com/plugins/MsCrmTools.SiteMapEditor/ Manually making changes to sitemap customization xml. 9.Reporting Options in Dynamics CRM Online 365 this is also one of the important aspect of dynamics CRM migration. Since you are moving Online/Cloud, your SQL based SSRS reports will not work. As Dynamics CRM 365 Online doesn’t support SQL based reports. Hence you might want to consider changing each and every report, however changing them is not option here and also not a straight forward process due to various limitations. You might want to explore other reporting options: SSRS fetch XML based report – you can very well create fetch XML based reports. It’s very similar to how you create SQL reports and are fully compatible with dynamics CRM 365 Online. ● Power BI – lets you create rich, interactive reports and real-time visualizations in Dynamics 365 for Customer Engagement with Power BI dashboards and tiles that you add to your personal dashboards. See more: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/add-edit-power-bi-visualizations-dashboard ● Excel Templates – Excel provides powerful ways to analyze and present your Dynamics 365 for Customer Engagement data. With Excel templates, you can easily create and share your customized analysis with others in your organization. See more: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/analyze-your-data-with-excel-templates 10.Test, Test & Test Again.. You probably had rough days going through the migration process but its not the end until unless you are not fully confident, to gain confidence, you would need a team of testers who can test each and every functionality thoroughly. While you are on migration – let people create test scripts for each functionality, get them approved by an expert and make sure they touch each and every component of your dynamics CRM. Create a powerful regression suite – that takes you through end to end huge functionalities i.e. a quote and buy process, lead to invoice process etc. Don’t hesitate in taking a testing expert with automation experience who can speed up things. Remember the more you test, the more you gain confidence. 11.Copy Instance once you have verified and everything looks fine – you would probably want one more instance such as a Dev or UAT environment. You can do that within your subscription. You have two options while copying this instance Dynamics CRM Online: ● Full copy – A full copy includes all application data, users, and customizations from the source instance. ● Minimal Copy – A Minimal copy only includes users, customizations, and schema from the source instance. Read More : https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/copy-instance I hope this helps! ****ALL THE VERY BEST****
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Forum Post: RE: WEB Api Update Issue Using Java
The given sample code is not in java java doesn't support connection.setRequestMethod("PATCH"); but we used connection.setRequestProperty("X-HTTP-Method-Override", "PATCH"); please check the above code
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Forum Post: RE: WEB Api Update Issue Using Java
Thanks for explanation but I know that this is not Java. This is general structure of request to be sent to update the record. Based on my fast search engine check it's not a problem of the WebApi but problem of Java that it does't allow to use Patch. I'm afraid you will have to use some workaround. As one possible way you can try using batch requests - docs.microsoft.com/.../execute-batch-operations-using-web-api I hope Java supports POST requests.
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Forum Post: RE: CRM 2013: Base Language not showing
Last MS recommendation was to install rollup 5 without language update. So, basically just leave rollup 4 for CRM2013 Mui and install just the rest..
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