Our CRM instance got update an update this weekend (version 1710 (9.1.0.10334), gcc region) and since than we can't register new plug-in assemblies or update existing. Error is: ERROR: Exception retrieving custom activity info using SandboxWCFMethod - Unhandled exception: Exception type: Microsoft.Crm.CrmNotSupportedException Message: This action is not supported. at Microsoft.Crm.Sandbox.SandboxCustomActivity.GetSandboxCustomActivityInfo(ActivityInfo activityInfo, Guid organizationId) It looks really similar to this issue: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/253106/registering-a-custom-workflow-activity-using-plug-in-registration-tool So I guess it comes from SDK version mismatch. But which SDK assemblies versions am I supposed to use with this CRM version? Latest I see in NuGet is 9.0.2.21 with comment "Updating for 9.1.0.10129" which doesn't work for us.
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Forum Post: Deploy plug-in to version 1710 (9.1.0.10334) online
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Forum Post: RE: Unable to view the Snapshot created for Report in MS CRM 2016 on-premise
Hi Krish What error are you receiving now? Could you please post a screenshot? Regards Roma
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Forum Post: RE: Unable to view the Snapshot created for Report in MS CRM 2016 on-premise
Hi, Getting same error. Report\Snapshot not showing under CRM reports section when i chose. Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad0002255e]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #12B1F98BDetail: 95196e3a-59e2-4f70-a4cf-7d564c95e61f -2147220970 System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #12B1F98B 2019-12-09T08:46:33.0813709Z false 95196e3a-59e2-4f70-a4cf-7d564c95e61f -2147187937 Error occurred while fetching the report history snapshots. 2019-12-09T08:46:33.0813709Z false
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Forum Post: Search Accounts that didn't have any OPPTY before certain date
hi everyone, Does anybody know how I can create a personal view to search Accounts that didn't have any OPPTY before a certain date? I need to create a view of "new customers". It's easy to do so for Accounts that were only created this FY in CRM. But what about those that were already added as a prospect before, but were we never actually won any OPPTY? KR Anneke
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Blog Post: 5 Ways to Achieve High CRM User Adoption from the Start
Are you considering implementing a CRM system in the New Year, or are you already en route to? Before you start your technological journey with your team, there are important considerations to keep in mind. In this post, we cover five of the most effective ways to gain high and continuous CRM user adoption before you implement CRM at the start of your journey, to drive lasting success. 1. Establish Your Leadership Involvement and Project Team Before you implement CRM, you should establish who will be a part of your project team, and who is involved on the leadership side of your business. Executive sponsorship and support from leadership is necessary for gaining high and continuous CRM user adoption. Be sure you have adequate representation of all types of users that will be involved. Create a strategic team of employees who can represent their department and themselves with a strong sense of project dedication and awareness. As you establish your team, be sure to clearly state the expectations and responsibilities they’ll have moving forward, including how you anticipate roles may change in the future. The more transparent you are with your team from the start, the better chances you have of gaining high and continuous CRM user adoption during any project phase. As a leader, we advise that you prepare your plan before the holidays, and begin to execute it as you return so there is no lapse in productivity or insight . While away for vacations, employees may not grasp the concepts, responsibilities, and functionality to its fullest extent. Start your team fresh (after they’ve had a chance to refresh) in 2020! 2. Design and Plan Your CRM System Components of your CRM system’s design are critical for gaining high and continuous CRM user adoption. In order to craft the best design and plan for your CRM system, you will not only want to work closely with your CRM partner to drive results, but with your team. Survey users to recognize requirements and objectives you should establish in your CRM system. You and your team need to be realistic and clear about your CRM expectations and needs. Consider how various business processes will be impacted cross-departmentally. Look at a “day in the life” for every type of user, and make sure their processes are properly reflected in your system. Ultimately, your CRM system should be a “one-stop-shop” for all users. 3. Establish a “Phased” Approach Rome wasn’t built in a day, and neither is a CRM system. Like any journey you have in your professional or personal life, CRM is in a constant state of change and evolution as the marketplace changes. At least, it should be. This isn’t to say it will be a new interface every time you login, but leading technology adapts with the needs of the times and, you, its customers! Enjoy the CRM process and journey. Don’t over-engineer or give your team too much information at once. It will likely be overwhelming and may scare them away from the system all together. Celebrate small wins as you go, and seed information a piece at a time. Proceed with a steady approach. 4. Identify Guidelines One of the most common mistakes businesses make on the path to CRM implementation is failure to prepare to train CRM users… This often results in poor user adoption, or prevents it all together. Establish a local group of users to train to prevent this from happening, and tailor a relevant agenda for each of these groups. Keep the “class size” applicable. Consider the length and number of training sessions you will need to create successful users. Tailor it to your individuals’ and team’s needs. Training sessions can be done remotely or in-person, so be sure not to exclude remote employees based on location! Training and guidelines apply to all. 5. Communicate Early Don’t wait to start talking about CRM. The sooner you open yourself up to discussion, the better your CRM system will be for everyone. As employees get back from the holidays and into full-swing, start the conversation! Start by answering the basics, be consistent with your messages, and ensure the right person is relaying every message, such as the designated CRM Sponsor or Power User. This may be you or someone else. What’s most important is that you are strategic and plan ahead so you prepare to win with CRM. If you enjoyed these five tips, get more details about them and five more tips for success in the eBook, “ 10 Expert CRM Tips to Gain High User Adoption from the Start. ” Contact Us Today To learn more about Ledgeview’s Expertise Let’s Talk Related Articles Julia Flaherty 5 Reasons You Need to Read ‘Achieving User Adoption Success with Salesforce’ Today Julia Flaherty Julia Flaherty 5 Ways to Achieve High CRM User Adoption from the Start Julia Flaherty ADDITIONAL POSTS The post 5 Ways to Achieve High CRM User Adoption from the Start appeared first on Ledgeview Partners .
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Forum Post: RE: Deploy plug-in to version 1710 (9.1.0.10334) online
Hi partner, My instane is 1710 (9.1.0.10537) wave 2 and my sdk is "Microsoft.CrmSdk.CoreAssemblies" 9.0.2.4 which is able to register the plugin to my D365. You could have a try. Best Regards, Leo
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Forum Post: Remove Navbar and sidebar panel from from entity records in USD
Hello guys, I amusing MS CRM D365 and USD 4.1 as USD Client. I have been stuck to this problem, I need to remove Navbar and sidebar panel from entity records in USD. I am new to this but don't get how to do this. Please help me with this. Here is the screenshot..
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Forum Post: RE: Search Accounts that didn't have any OPPTY before certain date
Hi partner, If you want to create a view with the accounts without opportunities, you could go to Advanced Find ->Select Account as main entity and select "Opportunities(Account)" related relationship and set the filter to "does not contain data". I'm not very clear about "already added as a prospect before", if my understanding is not correct, please kindly share more details about your requirement. Best Regards, Leo
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Forum Post: RE: Deploy plug-in to version 1710 (9.1.0.10334) online
My team and I have the exact same problem and tried with your suggestion, but it's still not working :/
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Forum Post: RE: Search Accounts that didn't have any OPPTY before certain date
Hi Leo, that won't work. I need a view that shows me accounts that * didn't have OPPTY before 1/1/2019 * but does have a won OPPTY on or after 1/1/2019 KR Anneke
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Forum Post: RE: How to execute the Lead Qualify code without clicking the button in Dynamics 365 2019 Release Wave 2
Hi Bruce, Please let me know whether your requirement could be met with my method. :) Regards, Clofly
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Forum Post: RE: CRM Workflow for Date field
Hi, You can create a WF and trigger it when the Termination Date is populated. In the WF, you can check if the Termination is within 1 year or not and send the email. In order to determine the difference there are different ways; 1- There can be placed an if condition in WF e.g. Employee Termination Date is less than {12-months after Employee Start Date} 2- There can be created a calculated field and calculate the difference, check the calculated field in WF 3- There can be WF Activity developed to calculate the date difference in C# and use the result in WF Regards,
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Blog Post: Creating a Data Source within Customer Insights
With the new Customer Insights feature released by Microsoft in July 2019, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This means that Contact information stored in Dynamics 365, as well as their related payment information (Invoices) stored within a payment platform such as Xero and Support Tickets that they have logged through a support platform such as Zendesk can all be combined into one unified Customer view. To kick off this process, you’ll need to setup where the customer information is stored within your business and how Customer Insights can access it. You do this by setting up data sources within Customer Insights. A data source can be Contacts within Dynamics 365, Invoices in Xero and Support Tickets in Zendesk. Once all data sources are connected, can a unified Customer be formed, enabling businesses to use this information for intelligent insights and to trigger actions. Below I will show you how to connect your Contacts within Dynamics 365 data to Customer Insights. Start by accessing https://home.ci.ai.dynamics.com/ and logging in with your credentials. On the left-hand navigation bar under ‘Data’ select the ‘Data sources’ option: You’ll be prompted to set the name of the data source. I’ve named mine ‘Contact’ as I’m creating a Contact data source. Select ‘Next’ to continue. Note: The same as when naming an entity, you can only use letters and numbers (no spaces or special characters) You then have the option to select what data source you will be using. As I am using Contacts stored within my Dynamics 365 Environment, I will be using Common Data Service. Then enter the Environment URL where the Contact records are stored then login with required credentials. Select ‘Next’ to continue. When selecting the Entity, you would like to use, you will have a preview of the selected records visible. This is a nice feature to check that you’re pulling the correct information. Continue by selecting ‘Transform Data’ A view of all the Contact data pulled from the CDS source will be shown and can be manipulated as required. As I’m using OOTB Contact records within Dynamics 365, my column names and data types are already set correctly. However, I will save some time and use the ‘Map to standard’ option to auto map my query output columns to the standard CDS Contact entity attributes. When you’re happy with the data format, select ‘Next’ to validate the query. Once the initial refresh is completed, you’ll then have a data source available for your Contact records within Dynamics 365. That’s pretty much it, you can view the newly created Entity along with its data and fields via Entities under ‘Data’ on the left-hand navigation bar. The next steps would be to add more data sources such as Invoices in Xero and Support Tickets in Zendesk, which we can then use to unify all this data into one Customer view.
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Forum Post: RE: Read Global Optionset values from Web Resource (jscript)
Clofly, For some reason it will not let me mark your reply as the answer (permissions error). If you can ask the moderator to mark it correctly, please do. Thanks. Bryan
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Forum Post: Next-and Previous record button stop working when using Legacy From Rendering
Hi, I had a strange issue. When i"m using legacy form rendering (systemsetting) to "No" the Entietets(views) which have an editable grid, will stop working when I go into the record, then the previous and next record button is disabled. But when i change Legacy form rendering to Yes, the button starts working for the views/entities which have an editable grid. Any input on this?
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Forum Post: Lead to Opportunity on Qualify - Error - "Attribute 'msdyn_contractorganizationalunitid' cannot be NULL"
Hi All I am a bit stuck here. I'm unable to qualify leads when the Lead Type is " Work based ". It fails with the following error message: "Business Process Error" "Attribute ' msdyn_contractorganizationalunitid ' cannot be NULL". I tried the solution provided by Dominic Carvalho in this thread https://cCannot qualify Lead to Opportunity on a Sandbox D365 online instance . I even deactivated the "Project Service - Contracting Unit is Required" business rule on the Opportunity record. Still fails. This started I think when I changed the Project service > Settings > Parameters > Default Organizational Unit I assume I'm missing a setting or configuration somewhere, but I haven't found the minimum required settings for this to work. Your help would be much appreciated. Thanks
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Forum Post: RE: Identify the reply email form javascript
Sorry for late reply, I have added a flag field on email and used it for my purpose. @Erhan - Thanks for your reply!. I will check this option.
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Forum Post: RE: Data mismatch issue on Dynamics 365 after deployment
crmtipoftheday.com/.../
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Forum Post: RE: Data mismatch issue on Dynamics 365 after deployment
Hi Suresh Please see if this link helps: community.dynamics.com/.../ssrs-reports-not-loading-with-data-crm--2013-on-premises Regards Roma
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Blog Post: I Passed MB-200 (Power Platform + Dynamics 365 Core). Here is How the Experience was Different from other Microsoft Dynamics 365 examinations.
I passed MB-200 (Power Platform + Dynamics 365 Core) over the weekend! This exam marks a special milestone: it the 10th Microsoft Dynamics 365 examination I passed. Here is how this examination was different than the 9 other exams I passed so far. The Examination Format is Completely Different Without breaking the Non-Disclosure Agreement that all Microsoft Test Takers must abide by, there are 3 examination sections that each have its own style. Once you finish one section, you cannot review any question from it. The Content Covered is a Combination of Many Examinations Thought MB2-716 (Customization and Configuration) covered too many topics for one examination? You have seen nothing yet. MB-200 (Power Platform + Dynamics 365 Core) covers all the material in MB2-716 (Customization and Configuration), all the material in MB2-715 (Online Deployment), Power Apps, Power BI and Power Automate (formerly known as Flow). I Had to Take the Examination Online In the last few weeks, I got many emails from my MS Dynamics Certified students asking me when I am launching the preparatory course for MB-200. Truth is, the course content was already ready for quite sometime. I had to take the examination online, because Vancouver has really a lack of available exam slots compared to Montreal and Toronto. To make things even worse, my apartment has really terrible internet reliability issues. Therefore, I had to wait until the internet got stable enough and took a spot in the early morning of a weekend, when everyone else is sleeping. How was the experience? It was identical to the experience in the centre. The main difference is the check-in experience. I had to do the check-in experience three times (!!!) and it delayed my start exam time for one hour. Pro Tip: keep your phone next to you until you are prompted by the exam greeter to put your phone away. It will keep you sane and may also prevent you to try to check-in multiple times. If the first check-in fails, contact Pearson Vue support right away. If you have an exam centre within reach with an exam slot that works for you, please take the exam in a centre. Only take the online exam if no spot is available near you. Finally, if you are interested in taking the MS Dynamics Certified course for MB-200, you can get it here .
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