Hi dear reader, The error message "An error has occurred. Please return to the home page and try again" occurs as soon as I entered all data in a quick create form and press save. This particular (custom) quick create form has no javascript aboard nor are there any business rules active. When I trace the action, there's no error, exception or even a trace file to be found. Where to continue my quest? Any ideas? Thanks for thinking along with me. Regards, Jeroen
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Forum Post: An error has occurred. Please return to the home page and try again. (on quick create form)
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Forum Post: RE: An error has occurred. Please return to the home page and try again. (on quick create form)
Hi, Check the similar forum: community.dynamics.com/.../on-any-quick-create-an-error-has-occurred-please-return-to-the-home-page-and-try-again Hope it helps
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Blog Post: Display Error Message in header from the Editable Grid in Dynamics 365 CRM
Introduction: Dynamics 365 CRM added yet another feature which will show the error message and error icon for the editable grid in the unified interface. This error message comes from the Business rule and plugin which will prevent saving of record. Working: Here we are creating the Business rule to display error message in the header from the editable grid. We created the business rule that if Primary contact of account entity does not contain data then show error and set scope as ‘Entity’. Next, we activated the Business Rule as shown in the below screenshot: Now when I set the primary contact as null from the grid and click on the save button shown in the right corner of the screenshot, then it displays the following error message ‘ There is at least one error that must be fixed before you can proceed. ’ in the header and error icon in the grid as shown in the below screenshot: When you click on the error icon it shows the error which was set in the business rule message ‘ Please enter valid Primary Contact ’ as tooltip. Given below is the screenshot for the same. Conclusion: Thus, with the help of this feature we can easily do the validation and show proper message to users.
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Comment on Test Automation and EasyRepro: 01 - Overview and Getting Started
Thank you. This is really helpful. Easier way to clone locally from Azure DevOps is to select the value "Visual Studio" in the dropdown under label IDE (Clone in Visual Studio)
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Forum Post: RE: An error has occurred. Please return to the home page and try again. (on quick create form)
Yeah, thanks for the suggestion. I've read and walked through this post earlier. Unfortunately where his issue gets solved, mine doesn't show (any) errors.
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Forum Post: RE: An error has occurred. Please return to the home page and try again. (on quick create form)
I think IN that forum they also not show any error but When he debugged the issue in edge then he got the error.Check that forum.
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Blog Post: How to Call a Child Flow from a Parent Flow
As part of the October release, Microsoft released quite a lot of new features for Microsoft Flow (now part of Microsoft Power Automate) which makes development easier and faster for Users. One of those cool new features is the addition of ‘Run a Child Flow’, which means we can call a child Flow from various Flows. With this we no longer have to re-write the same logic across multiple Microsoft Flows. In this blog, I will go through the steps to call a child Flow from another Flow for creating a CDS record. Creating Child Flow This child Flow is quite simple, all it does is a create a new CDS Account. The name of the account is passed by the parent Flow. Create a new ‘Power Apps’ solution if you don’t already have one. Then create a new Flow in that solution. We will be creating the child Flow first. Use ‘Power Apps’ as the trigger for the child Flow. Without using this trigger users wouldn’t be able to use the child Flow from the parent Flow (highlighted in Red above) Then use CDS connection and create an ‘Account’ record, pass in the input parameters from the Power Apps trigger (highlighted in Green above). Add ‘Respond to Power App or flow’ action. Without it, the users wouldn’t be able to call the child Flow from the parent Flow (highlighted in Blue above). This action will return the response back to the parent Flow Once changes are made, save the Flow and now it is ready to be called by the parent Flow. Calling Child Flow from Parent Flow Just like child Flow, you need to create the parent Flow in the solution too. To call the child Flow, simply search for the action ‘Run a child Flow’ and select that action. Then select the child Flow from the ‘Child Flow’ drop down list, and then pass in the input parameters. In this case I will be passing the name of the account. That’s all it takes to call a child Flow from Parent Flow. Test Run I did a test run of the parent Flow and passed in the Account name. Then I ran the parent Flow which ran successfully. Then I had a look at the run history of the child Flow which ran successfully. The child Flow successfully created the ‘Sajas’ Account too.
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Forum Post: RE: Update Entity error - Participating entity record of stage is not valid
Hi, Please check is there anything madatory field in that when to switch to not stage and update . like you are in Qualify stage and now from your code you move to purpose stage means you update the stage but check that Qualify stage have some mandatory field . Sometimes it through error if it is not filled. You can check this from your CRM First
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Forum Post: RE: An error has occurred. Please return to the home page and try again. (on quick create form)
Do you have any JS code registered onsave method ? If yes could you please share.
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Blog Post: How to Integrate Dynamics 365 with Any Software for Live Data
Let’s discuss migration to cloud Dynamics 365 Business Central and Finance & Operations and analyze scenarios and ways of synchronizing and integrating these ERPs with nearly any third-party software and databases. Read on! Migrating from on-prem NAV and AX to the cloud Although on-prem NAV and AX are still up and running, with a new, upgraded cloud version of the ERP software available, many organizations are interested in migrating from Dynamics AX to Dynamics 365 Finance and Operations and from Dynamix NAV to Business Central. This makes sense. The cloud apps have much more functionality compared to the old versions. With the new version, companies can use the web-based login, the new interface, the improved business intelligence and have more flexibility – with other new features and updates coming soon. Besides, the new versions integrate easier with other Microsoft cloud products. Another serious reason for migrating AX to Finance & Operations and NAV to Business Central is that with the global trend of cloud-first and mobile-first, on-premise versions of Dynamics may become obsolete in a few years. Connecting SaaS ERP with applications on-prem and in the cloud The transition from the on-prem ERP to SaaS is the first obvious step for organizations focused on streamlining business processes. But, in fact, there are many more things happening around cloud FinOp and Business Central. The next improvement is integrating them with other apps existing at the workplace. ERP software synchronization is critical to centralizing data and reducing inefficient workflows. For example, taking data from the ERP and inserting it manually into another program takes a lot of time. Integrating it automatically speeds up the process and reduces human error. It also increases collaboration among employees and improves transparency. Therefore, when implementing ERP systems, organizations look for ways to integrate them with their other existing software. Below, we will analyze typical integration scenarios. Typical cloud ERP integration use cases Although scenarios for Dynamics 365 Finance and Operations or Business Central are numerous, most common ones can be grouped in the following categories: Synchronizing Dynamics NAV with Dynamics 365 Business Central and Dynamics AX with Finance and Operations. Advanced integration platforms and dedicated connectors can integrate on-premises and cloud ERP systems for potential migration in the future. Integrating a cloud ERP and production and machine data software . Both data from the machines and a manufacturing execution system (MES) contain a lot of information on what the factory produces and how. Synchronizing it with enterprise resource planning will help to increase production efficiency and make the company more responsive to changing demand, avoid overproduction, and increase maintenance automation. Dynamics 365 Business Central and Dynamics 365 Finance and Operations and project management software. Once integrated, the ERP system provides critical financial data and the project management tool reveals a full picture of progress and status. ERP integration with storage/warehouse. A warehouse should not operate as a stand-alone entity and synchronizing its data with Dynamics 365 allow for that. All departments from manufacturing to customer services and purchasing can all quickly pull real-time data on the warehouse system and use it to make better decisions. ERP Integration with Customer Relationship Management (CRM). Our clients often need to integrate the new Cloud ERP with their existing CRM systems like Salesforce, SugarCRM, Dynamics 365, Oracle, or Workbooks or better management and smoother customer onboarding. Synchronization of a cloud ERP platform with Supplier Systems and Purchase Order systems (POs). Organizations send requests to suppliers whenever a purchase alert for a component or spare part is generated in an ERP system. Once a supplier’s quote arrives, it enters the system for further processing. By integrating your ERP with a POs, you get immediate access to receipts, logs, and other relevant information. You minimize the time and hassle of manual data entry. ERP and an inventory management system. This integration can increase your company’s productivity a lot, especially if you operate a large volume of purchases, and the orders need to move to the on-premises inventory system. It is very useful. Employees can look up the availability of the spare parts from their personal devices in real-time. Cloud ERP and an on-prem product lifecycle management system (PLM). The PLM system sends the finished bill of materials (BOM) data to Dynamics FinOp / Business Central for approval. This process is fast, automated and error-proof when the systems are integrated. Dynamics 365 FinOp/Business Central and a data warehouse. This is one of the most typical use cases for the integration between the cloud ERP and an on-premises system. Check our step-by-step instructions for on-prem database integration to Dynamics 365 online. This example uses the AdventureWorks Database, a fictional multinational manufacturing company. Our IT expert explains the story with a deep insight and wit. Highly recommended! Integration of cloud ERP and sales orders. One of our major clients had this request: to integrate sales orders from an on-prem front-end system into Dynamics 365 Finance and Operations for processing and management. They were happy to see it could be done efficiently. Dynamics 365 Business Central/ FinOp and Customer Portal and Customer Service. Typically, a customer portal and service are self-hosted, and the integration with the ERP system allows for a smooth exchange of critical business data. *** These are only some ideas that can increase your organization’s productivity. Although, depending on the company’s specifics there can be many other integration possibilities that we can cover. If you are interested in migrating for a cloud ERP system, check Dynamics 365 Business Central and Dynamics 365 Finance and Operations pre-built connectors that can facilitate the task. *** About the author As a part of Connecting Software ’s team, Anastasia Mazur has been investigating ins and outs of business software integration and synchronization. Superpower: translating from the nerdy programmer lingo to the human language. Expert on business needs for Dynamics CRM, ERP, Salesforce, Industrial IoT integration and can participate in a short conversation about it without appearing superficial. Contact the author: anastasia@connecting-software.com The post How to Integrate Dynamics 365 with Any Software for Live Data appeared first on CRM Software Blog | Dynamics 365 . Related posts: What About Security between Dynamics 365 and SharePoint? Creating Software For D365 That Everyone Needs: Lessons Learned Why Use an Integration Platform for CRM Needs?
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Forum Post: Mobile application language
Will there be a version of the Dynamics 365 mobile application that will support Hebrew language? And if so, when will there be such a version?
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Blog Post: Omnichannel for Customer Service – Masking Data
I have recently been experimenting with Microsoft’s new Omnichannel for Customer Service. This fantastic tool gives us webchat (and much more) within Dynamics 365. One really useful feature is the ability to “mask” data. In this post I will explain this feature. Imagine your contact centre agents are chatting with customers using Omnichannel for Customer Service, in these regulated times you may find compliance rules exist around the storage of sensitive information such as credit card numbers. You will probably have rules around not storing this information. It is probably true that you won’t want to collect sensitive information like credit card numbers via web chat. But I have still had a requirement around this! My customer has found that whilst you don’t want to collect sensitive data in web chat you can’t control what the customer says. And if customers happen to supply sensitive information this creates an admin task to firstly spot this and secondly remove this data. It would be much better to stop this data being captured in the first place! Another requirement for data masking might be removing abusive comments from customers. Not all customers are nice people! Some may feel it is appropriate to vent their frustrations and might swear at your hard working agents. Wouldn’t it be great if you could detect certain keywords and simply remove them from chat transcipts? Omnichannel for Customer service allows data matching patterns to be masked. Lets look at how; Step One – Create some masking patterns If you open the Omnichannel Administration app, you should be able to find a “Data Masking Settings” option within the Settings area. In here you can create, edit and test your masking rules. Out of the box will find three example masking rules. Credit cards, emails and Social Security Numbers (SSN). Tip: Whilst I did have three example rules they were all inactive by default. Meaning to enable the rules I needed to activate them. FYI: I believe there is currently a limit of 10 masking rules. I decided to complete a simple test by creating a rule for myself from scratch. So I decided to work out how I would create a rule to mask all of the “bad” words a customer might say. You can see below that I clicked “new” and then created a regular expression to match against. (ok, my words aren’t that bad but you didn’t want me to say #### or ####!!) A regular expression is essentially the JavaScript pattern to apply to text being entered into the chat window. They might look slightly technical but they aren’t that hard. You can find out more about regular expressions here . My expression is simply looking for anyone of a list of words. Including offensive phrases like “Poo” and “bottom”. Step Two – Test Having created my mask wanted to test it. You can do that right on the masking rule form. You can see below that I have typed a phrase in the “enter test data” field. Notice that the test result return a “#” character in place of anything that matched the rule. But did allow anything not in my phrase. (Such as the word “is” below.) Step Three – Wait I needed to wait! Changes in the omnichannel administration can take 15 minutes to take effect. Actually in my example I had to wait a little longer than that. So be patient and give the magic plenty of time to happen. End Result Now when I customers chat with me the masking rules are applied. You can see the chat window my customer would be using below, this customer decided to volunteer their credit card number. But the matching rules spotted this and replaced it with “#” characters. Tip: Actually I found that the out of the rule worked but if I added spaces then it didn’t mask the number. So maybe you’d want to create an extra rule with spaces! Back in Dynamics you can see that the agent also only sees #. Importantly if you look at the chat transcript after finishing the conversation that also only shows the “#” character. So none of this data has been passed to the agent or stored in the database. And therefore any compliance requirements should have been satisfied. Next I tested the reverse. What if my agent said something inappropriate to the customer?? Well below you can see that the customer’s comments have “#” as their abuse is masked. But what the agent says is not filtered in this way. I guess it is ok for the agent to swear at the customer! (Or maybe we are assuming agents are well trained and would never do such a thing!) Something I spotted was that the sentiment analysis isn’t effected by the masking. The customer might make some REALLY negative comments but if the words are masked any sentiment analysis does not get applied. So phrases like “You ###in ####” but not register as negative sentiment. I guess this makes sense as the masking has stopped the data being stored therefore it isn’t available for sentiment analysis. One limitation is that currently we can only use the “#” character as the mask character. The field to change the character is read-only. But as the field exists maybe this suggests we’ll be able to change it in the future. This is a simple feature but one that I’ve found interesting and useful. If you are using Omnichannel for Customer Service I hope you do also. If not #### ###!!
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Forum Post: i got this error "Error occured in createView function... Xrm is not defined"
hello still I get this error after add " " in my html webresource I am trying to fetch data through odata query and render to html page but I have not any reference how to render odata query to html page.if any one have any example of it. thanks & regards
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Forum Post: RE: Create PDF file on Click of button
Hi Dynamics 365 v9 now has built in PDF generation feature for Sales entities. You could take advantage of this to generate PDF. Have a look a the link below 2die4it.com/.../
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Forum Post: RE: User lookup filtered by specific team
That is what I tried first but I was unable to create a successful system view that uses the teams entity. A personal view worked just fine but when I tried to create the system view it would not save with the specific team identified in the filter. I struck me very odd.
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Forum Post: RE: CRM Appointments are not synchronized from CRM to Outlook
Hi Filip, I see. Thank you for all the information. The fact that Test & Enabling the mailbox causes the new appointment to synchronize is really interesting. Based on the information we have so far, here are the possibilities I see: 1) Server-Side Sync is getting stuck after Test & Enable, or Test & Enable is not fully completing. 2) There is an error but it's not logged in the mailbox alerts. This is probably going to require more in-depth troubleshooting than we can effectively accomplish in this thread. I would advise that you open a support case with our team so we can dive into this issue further. You can open a case with us at one of these links, depending on your support agreement: support.microsoft.com/.../productselection support.microsoft.com/.../premier Please let me know if you have any questions.
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Forum Post: RE: Unable to get SystemUser FullName in LINQ
maybe the problem is with this line YomiFullName = u1.FullName, you are assigning to YomiFullName field, try to assign to FullName as FullName = u1.FullName,
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Forum Post: RE: i got this error "Error occured in createView function... Xrm is not defined"
Can you share more details or code with us?
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Forum Post: RE: Javascript addpresearch not working in UCI
Not working for me as well. Is there any bug around this?
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Forum Post: RE: Add a same button in two entities
Hello Oscar, I believe the best way is to do exactly same steps when you configured your button in first entity.
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