On the loading page Try something like this https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/299169/show-or-hide-fields-on-entity-form-on-dynamics-365-portals
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Forum Post: RE: How can we Hide option set values in MS CRM Customer Self Service Portal by using Java script?
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Forum Post: RE: Unable to sign up for trial
Thanks for getting back to me. I've attempted incognito approach, but I still get the same error 'Sorry, we need additional information to verify your identity. Please contact Office 365 Support.'. I have signed tried different email addresses, some of which I haven't used before with Dynamics 365 trials, however I suspect it maybe my mobile number which is this issue, which I have used numerous times for trials in the past.
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Forum Post: RE: Microsoft USD - Clear user settings on desktop ready unified service desk
This does not help. It allows only to load settings from Dynamics 365 everytime USD loads again. It does not clear the settings already inside User Settings.
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Forum Post: Plugin Registration Tool Error - Profile Parsing Error
I was creating my Trial dynamics 365 online. I follow some videos about how to crate plug-in, And How To Register this Plug-in, and that's all fine. In PluginRegistration tools I Clicked Start Profiling And Choose Execution In Radio Button, Then In My CRM System I Get The Text File Log. After That I click the debug button in PluginRegistrationTool , BUT When I choose the Text File, I Get This Error: An Error Occurd While Parsing The Plug-in's Profile From File ....txt The Details For This Error : Unhandled Exception: System.ArgumentException: Unable to parse the OrganizationServiceFault. Parameter name: serializedReport at PluginProfiler.Library.ProfilerUtility.ExtractReport(String serializedReport) at PluginProfiler.Library.ProfilerUtility.DeserializeProfilerReport(String assemblyFilePath, String logFilePath, Boolean isCrmDataStream) at PluginProfiler.Library.ProfilerExecutionUtility.RetrieveReport(String logFilePath, Boolean isCrmDataStream) at Microsoft.Crm.Tools.PluginRegistration.CommonControls.Helper.ParseReportOrShowError(Window window, FileBrowserView profilePathControl, Boolean requireReportParse, ProfilerPluginReport& report) Inner Exception: System.InvalidOperationException: File does not contain a valid serialized OrganizationServiceFault. at PluginProfiler.Library.ProfilerUtility.ConvertFaultToStream(String serializedFault) at PluginProfiler.Library.ProfilerUtility.ExtractReport(String serializedReport) What I did is Exactly the same videos i was following!! BUT I don't know where is the problem, Please Any Idea, What is the solution!! Thanks..
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Forum Post: RE: Unable to sign up for trial
Hi Sam1875m, I have seen several users have reported this problem. Once a phone number is used to register for D365 trial multiple times, then re-registration through this phone number will fail. In addition to Kokulan's solution ( power platform ), try this one. If the previously registered account and password still exist, you could create another D365 trial environment. Go to https://port.crm.dynamics.com/G/TrialInstances/TrialInstancePicker.aspx , select Create your own trial , click Create New Trial . This is a thread of the same problem: https://community.dynamics.com/365/f/dynamics-365-general-forum/378676/can-t-create-365-trail-org
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Forum Post: RE: Sending Mail on Export to Excel
Thank you. I will check and let you know.
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Forum Post: Hierarchical data in subgrids
Dynamics has the nice 'View hierarchy' feature for views showing hierarchical data (e.g. Customer Assets): Unfortunately there is no such option, when data is shown in subgrids (see screenshot). Is it somehow possible to add this option? Or is it even possible to display a treeview instead of the default subgrid? That would significantly improve the overview of the entire hierarchical structure. Thank you!
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Blog Post: Issues Selecting Email Templates For Regarding Entities
I recently came across a situation with a client using a Unified Interface app and using email templates on emails sent from cases. When creating an email and choosing the insert template option, there was just no way to find and pick from the case related email templates that should have been available. Although this scenario might not come up again, I thought it was worth documenting, just in case anyone else ever faces it. Below we have a typical case, with a Customer who is a Contact at an organisation. The case has a case title that shows the purpose of the case. From the activity timeline, we can add an activity and select the email option. Once we are on the email, we can click on the Insert Template option. A new window will open. We pick if the template should be linked to the To Recipient or the object in the Regarding field. In this instance, Regarding is the case, so we select this option. We can now see all email templates available that have been created for cases specifically. This is how it works, and for likely 99% of all scenarios, this will work for a case management process. Now let’s look at when this doesn’t work. In this scenario, the case has been given a title that is EXACTLY the same as the name of the Customer. This may occur when a case comes in via a queue, or the full information about the case isn’t yet known. When a new email is created, and the insert template option is used, the ability to select either the to recipients or the regarding is no longer provided. Instead, you can only search for and select a template for entities that could be in the To field (User, Contact, Lead, Account). Rather than the search template knowing that the record in the To field and the record in the Regarding field are two different types of records (Contact in To, and Case in Regarding), it is merely looking at the name of the record and seeing if they are different. If they are, the option to select from the To record and the Regarding is displayed. If they are the exact same ‘word’, it bypasses that step an goes directly to inserting the template. So, although this scenario may not happen often, if you ever come across it, now you know how this functionality is actually working. Good business practice, make sure your case title is ALWAYS different from the name of the related customer, then you will never run into this issue. Hope it helps!
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Forum Post: RE: Show activity records in parent entity timeline
Hello Elowy Groot, Thank you for contacting Dynamics community. Regarding your question I had tested the scenario and I am able to see the email over here: To clarify what I've done: Other than setting the regarding to the abc account and creating the email from the custom entity, I've also enable those options for the source entity, in your case the Shop: The three of them are not mandatory as the first and second one will enable you to link the custom entity with note and email and you should only enable them while trying to create a custom relationship or let the system create a relationship with the two of them. The third one is not mandatory either, but as I worked with an email, that one is good to have for now. Please verify if you have it in the Activities tab instead of the one you had been looking into, this time around for the account form. Regarding the timeline itself, most precisely the social pane, this one here: The Post view is controlled, as far as I remember, by the Activity Feeds SDKs, those over here: Which means those will only be updated in case the message on SDK Message column will be performed on the entity on the Primary Object Type code and we do not have them for all entities. Could you please verify if the email you mentioned is part of the Account Activities view? Thank you!
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Forum Post: RE: How do you add custom fields to a business process flow?
Hello, I just published the solution and that seemed to do the trick! Thank you for your help.
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Forum Post: RE: Test connection failed message when trying to use the Forms connector on Flow
Hello J-PL, Thank you for your post. As far as I know you can test your flow when you have inside it as least one action, like for example list records, also you must make sure your flow does not include a loop or any incorrect syntax. Here is my flow: The test has also been done correctly: In order to provide more relevant feedback regarding this issue I will recommend providing us more details about the flow itself and what exactly had you tried to achieve with it. One more thing I was able to observe while running my flow, you need to have your computer able to provide access to your location, otherwise the run flow button, for me at least did not do anything. I'm not sure if this had anything to do with the fact that in the past I selected get record and some address related fields for account. Thank you!
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Forum Post: RE: Hierarchical data in subgrids
Hi partner, I don't think it's possible with OOB functionnalities. I used some unsupported JavaScript for this scenario: JavaScript Code: https://gist.github.com/melamriD365/47e245075e70054fb8e84aebbdee8566
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Forum Post: Dynamics 365 PSA
Dear Team, We are trying to implement the Dynamics 365 PSA and trying to understand how to mark a project task as completed even though there is some hour pending in it to be utilized.
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Forum Post: RE: Microsoft USD - Clear user settings on desktop ready unified service desk
Hi Faran, Thank you for the clarification. I have an idea with a plugin, but in order to confirm it I involved my colleague from PG. I will reply back once the answer from their side will be available.
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Forum Post: RE: Microsoft USD - Clear user settings on desktop ready unified service desk
Thank you Madalina for your reply and thanks for being so helpful. I would be waiting for the reply. In the hindsight, I was hoping for something out of the box that Microsoft may provide already. Something like delete settings or clear settings. There are other actions which do things similar to it so why not for settings.
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Forum Post: Dynamics 365 customer engagement - Web api - url ... is not valid because it is not based on.
My angular app, was suddenly giving strange errors when i used web api put to assign a lookup value on the entity using web api: The URI ' MYTENANT.crm.dynamics.com/.../kipon_staffs(d3dd9b93-1b0b-e811-80ee-00505694498c)' is not valid because it is not based on 'https://MYTENANT.crm.dynamics.com/api/data/v8.2/' . The reason turned out to be very simple. I was using the v9.0 endpoint in the url, but due to use of generic libraries, the odata link in the body of the request, was still pointing to the 8.2 endpoint I know for sure this has been working without any problems, but suddenly it was an issue. The fix was simple. Use the same version in the url as in the @odata.id value.
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Forum Post: RE: Calling External WCF Service getting exception there was no endpoint listening at https://xyz??
Thanks, Saurabh for replying, please ignore that.
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Forum Post: Getting error while downloading report as pdf in crm v 9.1
Hi All, Getting error when downloading report as pdf on click of button using javascript in crm v 9.1 " Deprecation] Resource requests whose URLs contained both removed whitespace (`\n`, `\r`, `\t`) characters and less-than characters (`<`) are blocked. Please remove newlines and encode less-than characters from places like element attribute values in order to load these resources. See https://www.chromestatus.com/feature/5735596811091968 for more details. " What could be the solution for this ? am using the below code : //This function opens the report and runs it , will return the consolidated session object function getReportingConsolidateSession() { try { var selectedIds = Xrm.Page.data.entity.getId(); selectedIds = selectedIds.replace('{', '').replace('}', ''); var reportName = "Account Overview.rdl"; //Name of your Quote report var reportGuid = "85BB8C46-7D04-E711-80E6-00155DB8652A"; //GUID of your Quote report var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/reportviewer.aspx"; var retrieveEntityReq = new XMLHttpRequest(); retrieveEntityReq.open("POST", pth, false); retrieveEntityReq.setRequestHeader("Accept", "*/*"); retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded"); retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:parameterNamespecified in ssrs report=" + selectedIds); //retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:Sub-Accounts=" + selectedIds); var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession="); var y = retrieveEntityReq.responseText.lastIndexOf("ControlID="); var ret = new Array(); ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24); //the session id ret[1] = retrieveEntityReq.responseText.substr(y + 10, 32); //the control id return ret; } catch (error) { console.log("Error in getReportingConsolidateSession, Error: " + error.message); } } function callOnButton() { debugger; //alert("Hello"); var params = getReportingConsolidateSession(); var newPth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession="+params[0]+"&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID="+params[1]+"&OpType=Export&FileName=public&ContentDisposition=OnlyHtmlInline&Format=PDF"; window.open(newPth, "_self"); }
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Forum Post: RE: Workflow: Updating Field on Opportunity not Working
Hi Andrew, Thanks for responding. The screenshot is below. After a note is created I want to update a text field on Opportunity. It works until someone wants to add a note to project that is related to the opportunity. They get a business process error "cannot find record to be updated."
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Forum Post: RE: Workflow: Updating Field on Opportunity not Working
Hi JonesEA , add to your workflow a Check Condition step and check if the type of entity with which the note is associated is an Opportunity, then Update the opportunity. Let me know if it works, Marco. If you found the answer helpful for you or other readers, please mark as Verified .
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