Somehow I am not able to choose categories when editing a knowledge base article. D365 responds with " You do not have permission to access these records. Contact your administrator for help.". But I am logged in as the system administrator, so priviledges can't be the problem. This occurs only in our sandbox environment, not in production. Important difference between these environments is that we have the Microsoft Portal installed on the sandbox environment, not in production. I need the categories to browse knowledge base articles in the portal... Thanks for any help and suggestions! Regards, Elowy.
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Forum Post: Not allowed to choose categories when editing a knowledge base article
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Forum Post: RE: Error Permission
Dear good afternoon, community.dynamics.com/.../Crm90ClientConfig.log I made the settings in the right of access as requested, but I am getting the same error, below follows the log attached, which I am receiving is in Portuguese, I know it is right of access, I ask a help please. Tanks
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Forum Post: RE: Removing the ability to re-open Opportunities
Hi Jason, You can write the javascript to visible the button for specific roles instead of hiding it for everyone. Thanks, Sai
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Forum Post: Dynamics CRM on-premise server migration SharePoint on-premise integration existing folders/files
Morning. We are in the process of migrating Dynamics CRM 365 V 8.2 from on-premise server to different server(AWS). After migration and import the org, when we deactivate Share Point site (exists) and create new SharePoint site in CRM > Settings > Document Management > Sharepoint Sites and run the wizard CRM > Settings > Document Management Settings, will the existing folder and files will be visible automatically under their respective entities > documents or do we have to do any configuration changes in CRM to show the folders/files under respective entities. So far following steps completed. 1. Spin up new CRM instance in target server. 2. Take backup of existing (source) Contoso_MSCRM database. 3. Restore database "Contoso_MSCRM" backup file in target CRM SQL server. 4. import the organization using Deployment Manager. Still to do: 1. Deactivate existing site record (CRM > Settings > Document Management > SharePoint Sites > Default site > Deactivate ) 2. Create new SharePoint site (CRM > Settings > Document Management > SharePoint Sites). 3. Run the wizard (CRM > Settings > Document Management Settings). By doing above steps, the folder and files ( which were created through source CRM in SharePoint) will reflect in our target CRM or do you have to any other steps to get visible those folders and files?
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Forum Post: RE: FetchXML query
I can’t imagine any reason you could not create an intersection entity. And my point was that the notion of primary contact would have to move from the lookup relationship to a flagged member of the intersection. Now if you wanted to write up the code to keep the flag and the membership in sync with the lookup, you can have both. However, again, no — there is no way to write a UNION in the fetch that describes your desired view for the grid. So, if you can’t use an intersection or include the primary in the n-to-n, the technical term for it is SOL.
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Blog Post: Dynamics 365 Monthly Update-August 2019
Quick Links: Featured News | Updates and Releases | Additional News | Training Corner Featured News The PowerApps Portals public preview is now available! The public preview for PowerApps Portals is now open for everyone. Now all PowerApps makers can create powerful low-code and responsive portals which allow users external to their organizations to interact with data stored in Common Data Service. As a PowerApps maker, you’ll be able to now create and manage a new App type called “Portal” for your Common Data Service as well as Dynamics 365 environments directly from make.powerapps.com . You will also be able to access all the Portals present in your environment in the apps list. For more information review: https://powerapps.microsoft.com/en-us/blog/powerapps-portals-is-now-available-for-public-preview/ Accelerating innovation with Dynamics 365 and the Power Platform Take a look at a few highlights below from Microsoft Inspire 2019 . Launching the new Microsoft Business Applications ISV Connect Program that brings together platform and program benefits created specifically for ISVs to support their success and customers. More details can be found on the partner program web page , and partners can begin signing up. Expanding our Dynamics 365 Industry Accelerators to provide pre-built dashboards, sample data, and workflows that align with common industry scenarios. Updating our Dynamics 365 packaging model. Learn more about these new options for your customers, check out the Inspire sessions Customer engagement licensing updates , and Unified Operations Licensing Updates . Introducing new licensing options for PowerApps and Microsoft Flow . Learn more about these new options for your customers, check out the Inspire sessions. For more detailed information, read the post on Dynamics 365 blog. Dynamics 365 October ‘19 Release Plan Dynamics 365 (online) delivers new capabilities and functionalities through two major updates a year in April and October. Release plans (formally release notes) will be published months prior to each major release update to help customers and partners plan for the new capabilities. The October ’19 Release Plan for Dynamics 365 is now publicly available. This document provides updates on the new features that will be releasing from October 2019 to March 2020 for Dynamics . You can view the Release Plans for both Dynamics 365 and the Power Platform here . In addition to the release notes, there are Dynamics 365 roadmaps to help customers and sellers understand the product direction. Key Dates for the October ’19 Release Milestone Date Description Early Access Available August 2, 2019 Validate the new features and capabilities that will be a part of the Oct ’19 Release. General Availability October 1, 2019 Production deployment for the Oct ‘19 release. Specific deployment dates for each country, region or instance will be communicated in advance. Back to Top Updates & Releases Microsoft Dynamics 365 Online Release The Service Updates for Dynamics 365 online version 9.1 are now available in some regions and coming soon to others. To determine which version your organization has applied, check your Microsoft Dynamics 365 Online version number. Click the gear icon in the upper-right corner, then click About . Service Update 78 (9.1.0.7801 or higher) resolved issues include: Unified Interface - The Add Contact ("+") button intermittently disappeared from the Customer entity.* Unified Interface - When creating a new email activity, the "To:" field auto-populated, resulting in an exception while saving the email. Unified Interface - An error occurred when using the Save As command in a personal chart. Service Update 76 (9.1.0.7602 or higher) resolved issues include: Unified Interface - An error occurred when importing a custom solution (Error: "…The following components are missing in your system and are not included in the solution...").* Platform Services - An error occurred when importing a solution (Error: "Identifiers cannot be more than 48 characters long.") Service Update 72 (9.1.0.7204 or higher) resolved issues include: When creating an activity (email, appointment, etc.) the main form loaded instead of the Quick Create form. A custom URL used to direct users to a help page was not functioning in Unified Client. Incoming emails were not auto-promoted to Dynamics 365. Service Update 70 (9.1.0.7002 or higher) resolved issues include: Unified Interface - The Quick View form did not refresh when the linked Lookup value was changed. Unified Interface - The Timeline control did not load when accessing an account record. Unified Interface - When multiple records were opened using the Reference Panel in the Account form Sales tab, the records did not refresh as the user switched between them. Microsoft Dynamics 365 On-premise Updates The Service Updates for Dynamics 365 on-premise version 8.2 and 9.0 are now available in some regions and coming soon to others. These cumulative update rollups include all the hotfixes that were released for limited distribution. Service Update 0.6 (9.0.6.9) resolved issues include: Custom business process flows were missing from opportunity records that were created by qualifying a lead record. Views could not be rendered in the Quote Product subgrid. Relationships mappings could not be viewed or modified. Service Update 2.8 (8.2.8.15) resolved issues include: Email signatures appeared at the top of emails generated using a workflow with the "Create Record" option selected. When using the Firefox browser to access Dynamics 365, default signatures did not appear in newly created email activities." Extend amount" was calculated incorrectly on opportunity products' inline editable grids when the "Quantity" or "Price per unit" were modified. The Dynamics 365 for Marketing July 2019 update is rolling out now The July 2019 update of Dynamics 365 for Marketing is rolling out now ! This update includes a few new features, plus plenty of performance and stability improvements. We’ll be rolling out the update on a region-by-region basis, and we expect it to be available to all regions by mid-July 2019. This update installs version 1.35.4825.0 of the Dynamics 365 for Marketing solution . For more information about this product version, including known and recently fixed issues, see the Dynamics 365 for Marketing readme page . Release Notes for Project Service Automation Update Release 9 The latest update for the Project Service Automation application for Dynamics 365. This release includes some important improvements to quality, performance, and usability. This release is compatible with Dynamics 365 9.x. Project Service Automation ( V 3.9.0.1 ) bug fixes include: Fixed: Time Entry grid – On first load, callbox for new button appears before grid loads Fixed: Update utilization view to show dates in User’s CRM time zone Fixed: Solution conflicts with jQuery Fixed: Unable to delete Invoice Line Detail if corresponding Project Contract Milestone has been deleted For more information about this product version, including known and recently fixed issues, see the Project Service Automation Update Release Note 9 . Back to Top Additional News Microsoft Dynamics 365 Banking Accelerator is now generally available The Microsoft Dynamics 365 Banking Accelerator , now generally available, includes an industry-standard data model that enables banking and financial organizations to rapidly build intelligent, data-driven financial services solutions across retail and commercial lines of business, accelerating time to value for a range of competitive customer scenarios. The banking data model extends the Common Data Model to provide a shared and consistent metadata definition for common banking and financial industry data elements including loans, mortgages, referrals, branch details, collateral, deal, limit, facilities, and more. For more information on the Dynamics 365 Banking Accelerator, review Video: Demo - Microsoft Banking Accelerator: Dynamics 365, Azure, Common Data Service, Teams, Power BI, PowerApps, Flow & Virtual Agent and for more advanced insights this github post on Industry Accelerators . PowerApps ISV Studio is now available for public preview! Dynamics and PowerApps ISVs can now see a consolidated view of your published Dynamics Customer Engagement apps with cross tenant application insights to monitor and support your apps. You can see your install base, tenants that tried and failed to install your app and your package versions across tenants and environments. The features include: App Metrics Through the lens of each application you published to AppSource, you can gain insight into cross tenant adoption patterns. Out of your successful package installs, you can see how many of them are Prod vs Sandbox, their tenant locations, their package versions by tenants. You can also see the install attempts (Success vs Failures) by tenant in the last 28 days. Tenant Metrics Adoption patterns are also accessible from a tenant perspective. Form the Home page, you can navigate to the tenant specific metrics of your apps, where you can monitor successful app installs by environment. Additionally, you can assess how many of the package installs are Prod vs Sandbox, their locations and package versions in the selected tenant. For more information, review the Power Apps Community blog post . Back to Top Training Corner Best Practices for Unified Service Desk Deployment and Upgrade As a Unified Service Desk administrator, you are tasked with either fresh deployment of Unified Service Desk or on an upgrade of the Unified service Desk client or solution bits, for your organization. For such deployment exercise, it is a necessity that you follow the guidelines to minimize the impact and increase the agent productivity. For more information, review this post on Dynamics 365 blog. UI Test Automation Options Testing automation is going to be broken in 2 parts. See UI Automation testing options specifically for D365: 1- Canvas App – Plans are to enable UI Automation testing feature natively in Power Apps Portal and it will be supported by technical support just like Solution Checker feature. For more information, review this article on Microsoft documentation website. 2- Model Driven Apps – This is external UI Automation testing suit written by our Power Apps Feature Team but it is NOT supported by technical support. All the questions should be routed and handled at GitHub forum. There will be new version of this released as Power Apps versions progresses. For more information, review this post on github. Back to Top
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Forum Post: Sub grilla in entities - Roles CRM
Hello good afternoon. The following image is the form of a custom entity and a sub-grid is used (example Demonstration Request). What I have done is the following: I have blocked the permissions so that that user cannot see the records of that entity (example Demonstration Request). that it is related to my personalized entity, and it is correct that I do not list the records because it does not have permissions but I would also like that this submenu does not appear (marked in yellow). Maybe it's by configuration how could I do that?
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Forum Post: Sub grilla in entities - Roles CRM
Hello good afternoon. The following image is the form of a custom entity and a sub-grid is used (example Solicitud Personalizacion). What I have done is the following: I have blocked the permissions so that that user cannot see the records of that entity (example Solicitud Personalizacion ). that it is related to my personalized entity, and it is correct that I do not list the records because it does not have permissions but I would also like that this submenu does not appear (marked in yellow). Maybe it's by configuration how could I do that?
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Forum Post: Deletion Service is not cleaning the PrincipalObjectAccess table
Hi there, I have read that the deletion service is supposed to clean up the POA table for everything that is 90 days old. I have this service running every 24 hours and verified that it is still running using the CRM Job Editor - see screen shot below. My POA table has about 2.5 million rows, I don't know how to look under the hood for what the Deletion Service actually is doing, so I can't verify why it's not cleaning the table very well. There is only one date column in the table, so I assumed it was going off of this date column but I have no way to verify it. 2 things stand out examining this table. 1. I have records where the ChangedOn date is older than 90 days. (about 750,000 records) 2. I have records where the ChangedOn date is NULL (about 1.2 million records) Can anyone shed some light on what this Deletion Service is actually doing? Why isn't it cleaning up some of these older records? Thank You, Coty
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Forum Post: Call for speakers! Dynamics 365 Saturday Portland, OR
We are looking for subject matter experts and volunteers to lead educational sessions at a Dynamics 365 Saturday event in Portland, OR November 16, 2019. The event is being hosted at the historic and quintessentially Portland venue, McMenamins Kennedy School hotel . Please send me a direct message if you'd like to speak on one of the below topics; each session should be about 45-50 minutes in length. 1 How organizations use CRM for Campaigns and Marketing, including popular Plugins 2 OOTB functionality you may have missed (2016, CE) / Tips and Tricks for new CRM Users 3 Upgrading to Dynamics CRM ver 9 On-prem or Online: Requirements and process 5 Contact Management - Data hygiene and De-duplication in CRM 6 Understanding CRM Security Roles, Managing Access Teams & Shared Records 7 Portals for Customer Service - PowerPortals
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Forum Post: RE: How to change the status of a Meeting from Open to Scheduled?
Actually in my environment (9.1.0.7028 online), some of the Appointments directly goes into Open status after it is created.
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Forum Post: Using Quick create form to add values from a lookup fields
Hello, I have two lookup fields in my quick create form, I have a filter criteria I am using based on what is selected for field 1 it filters filed 2. I am using OOB for that. Instead of creating a new record, I would like to add what already exist in to the grid. I know the oob quick create a new record, how can I work around that to add an existing one? Thank you!
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Forum Post: RE: Invoking Business Rule from a BPF Dynamics 365 -CRM on Prem
Thank you, Goutam. Adding the fields in the BPF and changing the BR to run in the entity was what I missed. I really appreciate the help.
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Forum Post: RE: Error loading the opportunity form
I have verified and everything continues with the same problem, but when I grant the system customizer permission I don't see those errors because?
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Blog Post: CI/CD for PowerPlatform: Developing Feature2
Almost a month has passed since the previous post on the DevOps topic, so, the imaginary “Debbie” developer has left the project, and, it seems, I have to finish development of that second feature myself… Oh, well. Let’s do it then! (Tip: if you have no idea what I am talking about above, have a look at the previous post first) 1. Run Prepare Dev to prepare the dev environment 2. Review the environment to make sure unmanaged solution is there 3. Add new field to the Tag entity form 4. Run Export and Unpack pipeline on the Feature2 branch This is to get those changes above pushed to the Feature2 branch 5. Make sure I am on Feature2 branch in the local repository git checkout Feature2 Since I got some conflicts, I’ve deleted my out-of-sync Feature2 first: git checkout master git branch -D Feature2 git checkout Feature2 git pull origin Feature2 6. Update the script At the moment of writing, it seems PowerApps Build Tools do not support solution packager map files, so, for the JS files and plugins (which can be built separately and need to be mapped), it’s done a little differently. There is a powershell script that actually copies those files from their original location to where they should be in the unpacked solution. In case with the script I need to modify, the script itself is in the Code folder: The way that script gets added to the solution as a webresource is through the other script that runs in the build pipelines: So, if I had to add another web resource, I would do this: Open solution in PowerApps Add a web resource Run Export and Unpack pipeline on the branch Pull changes to the local repo Figure out where the source of my new web resource would be (could be added to the same Code subfolder above) Update replacefiles.ps1 script to have one more “Copy-Item” line for this new web resource Since I am not adding a script now, but, instead, I need to update the script that’s there already, I’ll just update existing tagform.js: 7. Commit and push the change to Feature2 git add . git commit –m “Updated tagform script” git push origin Feature2 8. Run Prepare Dev build pipeline on Feature2 branch to deploy updated script This is similar to step #1 Note: the previous two steps could be done differently. I could even go to the solution in PowerApps and update the script there if I did not need/want to maintain the mappings, for example. 9. Now that the script is there, I can attach the event handler 10. Publish and test 11. Run Export and Unpack pipeline on the Feature2 branch to get updated solution files in the repository 12. Pull changes to the local Feature2 branch git checkout Feature2 git pull origin Feature2 13. Merge changes from Master git checkout Master git pull origin Master git checkout Feature2 git merge –X theirs master git push origin Feature2 14. Retest everything First, run Prepare Dev pipeline on the Feature2 branch and review Feature 2 dev manually At this point, you should actually see New Entity from Feature1 in the Feature 2 dev environment: Then, run Build and Test pipeline on the Feature2 branch and ensure all existing tests have passed. 15. Finally, merge into Master and push the changes git checkout master git merge –X theirs Feature2 git push origin master 16. Build and Test pipeline will be triggered automatically on the master branch – review the results Ensure automated tests have passed Go to the TestMaster environment and do whatever manual testing is needed Contents: DevOps project sample: https://dev.azure.com/itaintboring/_git/CDSDemo Part 1: https://www.itaintboring.com/dynamics-crm/cicd-for-powerplatform-round-3/ Part 2: https://www.itaintboring.com/dynamics-crm/cicd-for-powerplatform-making-changes-and-merging/ Part 3: https://www.itaintboring.com/dynamics-crm/cicd-for-powerplatform-developing-feature2/
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Forum Post: RE: addOnKeyPress is not working
Hi, If you want to achieve auto complete requirement of Dynamics 365 Data, then you can use "auto complete" control as per below image:
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Forum Post: RE: On click of the ribbon button, how to popup the form and populate the related fields and their values by default??
I want answer for this question.
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Blog Post: CRM 365 - Unified Interface - do not see Run Workflows On Demand in forms or views
Ok, again one more time Microsoft strikes again with the new release, in this case Unified Interface. I just enabled the Unified Interface in one of the CRM Organizations I am working in (Sandbox) and saw a couple of strange things happening. Being System Administrator and not being able to create new records or even updating records i am the owner (entity account), already sorted, please see my previous post. So, at the moment i am just uploading the new versions of my Plugins/Workflows with the latest nuget pakages from Microsoft. What was my surprise when just added a process to Run On Demand, and couldn't see the "Process - Run Process" on the form and grid. What i did next, set to run on Create, created a record, and saw that was still working as expected. After some investigation, i have found that as an extra, we have to enable few things in the Platform Admin Center, and we need to be sure that we have as well the Microsoft Flow license is enabled. What the hell??!!? The product is not supposed to work as before? At least functionality that was even not said by Microsoft that would be deprecated? The steps to follow are below: 1. Check if Licence is enabled Open https://portal.office.com/adminportal#/users and select the user Click vertical … (skinny burger menu?) and select Manage product licenses Expand Apps and make sure Flow for Dynamics 365 is selected 2. Enable Microsoft Flow Enable setting to show Microsoft Flow on the forms and in the sitemap Open Power platform admin center (https://aka.ms/ppac) Select Environments Click … (horizontal one, ugh), select Settings Select Behavior Make sure Show Microsoft Flow on forms and in the site map is selected Hope it helps.
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Forum Post: RE: Mass conditional lock / unlock fields;tabs;section
Hi, On page load and tab click event I want to disable. I have added below code in web resources as Script JS. function CIFApprovedChange() { if(Xrm.Page.getAttribute('new_cafid').getValue() == null) { alert ("testing"); Xrm.Page.ui.tabs.get('Screening').setVisible(false); } else { Xrm.Page.ui.tabs.get('Screening').setVisible(true); alert ("testing1"); } } This library I added to form property with on load event of the form plus on change event of the tab. However, I am getting the following error. Web resource method does not exist: CIFApprovedChange() I don't know where I am making mistake. Thanks for your support. Hema
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Forum Post: Import failure: You cannot import data to this record because the record was updated in Microsoft Dynamics CRM
To import the data back into CRM I do the following procedure: Export the data to a dynamic workbook (this is automatically saved as .xlsx) Update the exported worksheet and save as Strict Open XML Spreadsheet (.xlsx) Import this spreadsheet to CRM and also allowing duplicate data. I get the following status: It seems like it has to the with the 'Modified On' column heading but the data seems correct. I never updated the data online after exporting Could it be maybe because I am not connected to the server and thus causing syncing problems?
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