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Forum Post: RE: Javascript to prepopulate To field in Email

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Thanks Bipin. Its working. Just that you forgot to initialize i variable.

Forum Post: RE: Workflow profiled The user with SystemUserId in OrganizationContext is disabled

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hi Bipin very grateful for your answer yes I have system administration user the user id that is giving me an error is from a developer who is no longer working with us and it was removed from the CRM and when I try to do the start profile workflow to debug or remove the profile plugin it gives me This error, I realized that the workflow (profiled) is in the CRM since when I configure the process it appears in the list of plugins, I have no idea how to solve this citation, Once again, thank you very much for your answer and if you know of any solution for this issue I would be very grateful

Forum Post: RE: Trying to Authenticate a current multi-tenant application with On-Premise install

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Hi Michael! Let me share with you the Microsoft documentation about the AD FS OAuth Flows. https://docs.microsoft.com/en-us/windows-server/identity/ad-fs/overview/ad-fs-openid-connect-oauth-flows-scenarios

Forum Post: How to display case closed activities sub-grid on the case form

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Hi, Can someone help me with, how to add the closed activities sub-grid on the case form? I have opened a case and resolved the case by providing the resolution comments "ISSUE IS RESOLVED" later those comments appear on the CLOSED ACTIVITIES Associated entity, subject field. I added the subgrid on the CASE form and selected properties as below. But on the case form records are not getting. Thanks, ALITA

Forum Post: Queryexpression not returing results

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I am attempting to make a console application to retrieve results using the Dynamics CRM SDK and C# but I can't seem to get any results from my queries. I can see that I am connected to the CRM instance, but any QueryExpression I try to make seems to come back with nothing, even if I set it with no filter. I have also tried with fetchxml, no results returned. I am getting the below error. Exception thrown: 'System.ServiceModel.FaultException`1' in Microsoft.Xrm.Sdk.dll An unhandled exception of type 'System.ServiceModel.FaultException`1' occurred in Microsoft.Xrm.Sdk.dll Invalid XML. The account which I am using is admin account. Any suggestions would be helpful. Thanks in advance!!

Forum Post: Timeline in UCI intermittently does not return all related activities

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My organization is using the contact entity, and we are using the Timeline control( is it a control? is it correct to say out-of-box plugin?) to display Notes & Activities, specifically the Email and "Phone Call" activities. It is a new environment, built in v9, and has only ever used the UCI. Across our organization, when end-users access the contact, the timeline will be incomplete -- it will be missing notes or phone calls or emails. It is intermittent, and when the screen is refreshed, the timeline properly returns all results. Initially there were errors, which helped me troubleshoot -- I'll detail those below. But most of the time it does not produce an error, either in the console or rendered on the page -- it just doesn't return the full results until after a refresh. One of the (few!) times it has returned an actual error, here is the error: TypeError: Cannot read property 'stateHandler' of undefined at TimelineWall.initTimelineWall (-------------------------------------/webresources/cc_MscrmControls.TimelineWallControl.TimelineWall/TimeLineWallControl.js:2:272395) at TimelineWall.init (------------------------------------/webresources/cc_MscrmControls.TimelineWallControl.TimelineWall/TimeLineWallControl.js:2:270166) at t._initializeControl (---------------------------------/uclient/scripts/5.js?v=1.4.1021-2006.2:1:162471) at ----------------------------/uclient/scripts/5.js?v=1.4.1021-2006.2:1:151578 at e.v [as _scheduleControlUpdate] (----------------------------/uclient/scripts/app.js?v=1.4.1021-2006.2:4002:395) at e.scheduleControlUpdate (----------------------------/uclient/scripts/app.js?v=1.4.1021-2006.2:4355:1508) at i (----------------------------/uclient/scripts/5.js?v=1.4.1021-2006.2:1:151499) at t._initializeData (----------------------------/uclient/scripts/5.js?v=1.4.1021-2006.2:1:151616) at t.componentDidMount (----------------------------/uclient/scripts/5.js?v=1.4.1021-2006.2:1:175272) at ----------------------------/uclient/scripts/vendor.js?v=1.4.1021-2006.2:17:94858 Here's my troubleshooting (so far!): #1 I found this article from Dec 2018 (and thought I'd solved it! Because it's so similar to our issue): support.microsoft.com/.../timeline-does-not-render-and-shows-records-could-not-be-loaded -- we have removed all custom card forms from the timeline (mitigation #2). This didn't solve the issue. Mitigation #1, increasing the quantity of the QueryLinkEntityLimit -- doesn't seem to be related, we only have three entities we're querying in the fetchXML, and they're all out-of-the-box: Notes, "Phone Calls", and Emails. #2 community.dynamics.com/.../case-timeline-showing-unexpected-error We're not using a custom entity, so I'm not sure this is relevant to us. The gist is to add a "read" privilege to the solution in the users' security role. I'm scared of mucking with the security roles: Microsoft Consulting Services made this solution, but when I've done this in our test environment, it has made no noticeable change. #3 On consulting Microsoft support, we were asked to remove the Timeline (control?) from the form, add it back from the toolbar, and then publish the changes. We did this, and it broke our D365 workflow screen, where you go into the entity and update. As it broke the workflow, I don't want to push this to production, so cannot test it. There are a number of questions out there regarding the timeline, but either predate the UCI, or are not related. I'm wondering if anyone has experienced this? Any suggestions of troubleshooting next steps? Anything I left out that could help? The timeline in the UCI does not consistently return all results, and shows no error when it doesn't return all results.

Forum Post: RE: Error Launching Import Organization Wizard

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Can you outline how your dropped the database to resolve your issue? Was this the MSCRM db?

Forum Post: Query CosmosDB and return a value, if the the output value matches, send this value to CRM, if not send an email.

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I have built a flow that I would like to: Query CosmosDB and return a value, if the the output value matches, send this value to CRM, if not send an email. This is what I have done so far: Does this conditional look correct for what I am doing? (if the result from the query is true then, do this: send the value to CRM...., if not, send an emal) Here is the input: I am not sure if the inputs are correct here. Any guidance will be helpful.

Forum Post: RE: javascript get form type quick create or entity form

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Try to use Xrm.Utility.getGlobalContext().getQueryStringParameters().pageType method. If we try to create the record through Quick Create the output is : quickcreate If we are using Main forms then output is : entityrecord Try to validate this using console

Forum Post: Client-side JavaScript or Power Automate

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My organization would like to create what is essentially a custom audit log -- a custom entity where records are added when fields in Contact or Case are changed. After some research, it appears I can do this two ways: Microsoft Power Automate (Flow), where when the entity record is modified, it triggers a flow; Via the Client API, with an attached event from a web resource; Personally, I'd prefer to use JavaScript, it gives me a lot more control. But I'm new to Dynamics CRM, and wanted to run this by the community -- what would you do? What do you think is the best in terms of the future of Dynamics CRM? My organization is on Dynamics CRM Online, v9 2020 wave 1. On the change event of the attribute we want to log, I'd add the following, giving us a record of when that field was changed. Do you foresee performance problems? Compatibility issues? Thank you for any insight! Xrm.WebApi.createRecord("custom_history", data).then( function success(result) { console.log("History created with ID: " + result.id); }, function (error) { console.log(error.message); } );

Blog Post: Save, Resolve and Close Case form with Custom button

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Recently, we come across a requirement to do Save, Resolve and Close Operations on a single click. Client dont want see the Case Resolution Pop-up. We have implemented this with below steps: 1. Created a Custom button on Case Form “Save, Resolve and Close” 2. Created a Custom Action “Resolve Case” – Added a step to Resolve Case 3. Prepared below Java script and called from Custom Button Click Event: a. Its asks for the confirmation, On Clicking OK b. It will save the Case form, on successful Save c. Call Custom Action “Resolve Case”, on successful Action d. Close the Case form Xrm.Utility.confirmDialog(“Do you wish to continue to Save, Resolve and Close the case ?”, function () { Xrm.Page.data.save().then(function () { var entityId = formContext.data.entity.getId(); var entityName = formContext.data.entity.getEntityName(); Xrm.Utility.invokeProcessAction(“new_ResolveCase”, { “Target”: { id: entityId, LogicalName: entityName } }).then(function success(result) { formContext.ui.close(); }, function (error) { alert(error); } ); }); }, function (error) { alert(error); }); Hope this helps someone who has similar requirement

Blog Post: Rich Text and Search Available for Notes – April 2020 Release of D365

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D365 new April Release having options to Search Notes with its content (Description) and also prepared Rich text with limited options. Please find below for sample screen: Please find below for more details: https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-customer-service/rich-text-notes-keyword-search-timeline

Forum Post: RE: Deleting Error: account with Id Does not exist

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Hello, CRM is looking for a record that does not exist. You can see that specifically, CRM is looking for an Account record with the ID of an empty-GUID Could you please share the error logs so that we can get more information on the error. Regards, Tina

Forum Post: RE: How to get text field value in crm 2015 which is coming from Html webresource through javascript?

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Hi i am using this one but getting null in alert of visit date. I need to get value of this text field. function Rollback(){ var source = Xrm.Page.data.entity.attributes.get("statuscode") var information = source.getValue(); var customHtml = Xrm.Page.ui.controls.get("WebResource_SlotAvailability"); var destination = customHtml.getObject().contentWindow.document; if(destination) { var visitDate = destination.getElementById("vistime"); alert(visitDate); if(customControl) { customControl.value = information; alert(customControl.value); } } }

Forum Post: Need to retrive field value from html webresource in crm2015 through javascript

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Here adding a html webresource in entity form and the value will be coming in this from web API,so I need to get this visit time and visitdate value in crm through javascript how to do that. Please help.

Forum Post: Trying to update Contacts with the correct Account based on coincidence in domain of their email address.

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Is the following pseudo-code right ? Trying to update Contacts with the correct Account based on coincidence in domain of their email address. var contacts = context.ContactSet .Select(cntct => new { contactemail = cntct.emailaddress1, contactguid = cntct.contactid }); foreach (var contact in contacts) { var accounts = context.AccountSet .Select(acc => new { accountemail = acc.emailaddress1, accountguid = acc.AccountId, }); foreach (var account in accounts) { var vcontactemail = contact.contactemail.split('@'); var vaccountemail = account.accountemail.split('@'); if(vcontactemail[1] == vaccountemail[1]) { var mycontact = new Contact(); mycontact.Id = contact.contactguid; mycontact.parentcustomerid = account.guid; svc.Update(mycontact); } } } Thank you

Forum Post: Connecting to CRM service timeout occasionally

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Hi Guys, I have occasionally timed out when I use my web client to connect to CRM these days, which I have never done before. I'm not sure if there's something wrong with my server or the official CRM service. To be honest, I think it's almost impossible that there is a problem with CRM's official service, so I think the problem should be with me. But I haven't touched the code in this period of time, and so is the setting of the server. So I'm really confused right now. It's not always out of touch, but it happens occasionally. I just looked at the event viewer and found that the location of the error was different, but the reason for the error was due to timeout, and I saw that there were basically the following words in the description. IP address above is not the IP address of our server. I don't know it. I very much doubt whether the server made any changes during system updates, such as timeouts.

Forum Post: RE: How to return value from a WebResource ?

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In your web resource try adding a window.returnValue=yourvalue; and handle It in the success callback. Hope it helps, Marco

Forum Post: RE: D365 online plugin Debug Retrieve Multiple

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Hi, Looks like this error occurred when you are trying to step into a web service where communication with the CRM web service endpoint failed. You are using VS 2019, please check if you have configured Developer Toolkit for VS2019 with Core Assemblies(9.0) :: https://community.dynamics.com/365/b/crmfortressdynamics365/posts/setting-up-developer-toolkit-for-vs2019-with-core-assemblies-9-0 You may also try to evaluate other options like tracing service to see if we can understand why it cannot perform the logic. https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/debug-plug-in The one we see seems to have an issue with the remote connectivity with CRM online web service endpoint, it is unlikely that name resolution of CrmOrg.api.crm.dynamics.com would be failing on the local machine but it would be worth checking using a PING command to see if we get the correct IP address returned. Else, this one looks quite close to what we see :: https://docs.microsoft.com/en-us/visualstudio/debugger/error-unable-to-automatically-step-into-the-server?view=vs-2019 Please mark my comments as answered if it helps. Thanks, Saurabh

Forum Post: RE: Connecting to CRM service timeout occasionally

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Exception Details: System.Net.Sockets.SocketException: A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond 157.58.197.16:443 Stack Trace: [SocketException (0x274c): A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond 157.58.197.16:443] System.Net.Sockets.Socket.DoConnect(EndPoint endPointSnapshot, SocketAddress socketAddress) +244 System.Net.ServicePoint.ConnectSocketInternal(Boolean connectFailure, Socket s4, Socket s6, Socket& socket, IPAddress& address, ConnectSocketState state, IAsyncResult asyncResult, Exception& exception) +702 [WebException: Unable to connect to the remote server] System.Net.HttpWebRequest.GetResponse() +1686 System.ServiceModel.Description.MetadataLocationRetriever.DownloadMetadata(TimeoutHelper timeoutHelper) +127 System.ServiceModel.Description.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper) +64 [InvalidOperationException: Metadata contains a reference that cannot be resolved: 'https://msft.sts.microsoft.com/adfs/services/trust/mex'.] System.ServiceModel.Description.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper) +357 System.ServiceModel.Description.MetadataExchangeClient.ResolveNext(ResolveCallState resolveCallState) +179 System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(MetadataRetriever retriever) +147 Microsoft.Xrm.Sdk.Client.ServiceMetadataUtility.RetrieveIssuerEndpoints(EndpointAddress issuerMetadataAddress) +109 Microsoft.Xrm.Sdk.Client.CrossRealmIssuerEndpointCollection.get_Item(Uri key) +130 Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateWithADFSForOrgId(AuthenticationCredentials authenticationCredentials, Uri identifier) +246 Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.AuthenticateOnlineFederationInternal(AuthenticationCredentials authenticationCredentials) +642 Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.Authenticate(AuthenticationCredentials authenticationCredentials) +111 MSCRM.Common.VMSCommon.GetOrganizationProxy() +543 MSCRM.WebApplication.Index.Page_Load(Object sender, EventArgs e) +217 System.EventHandler.Invoke(Object sender, EventArgs e) +0 System.Web.UI.Control.OnLoad(EventArgs e) +106 System.Web.UI.Control.LoadRecursive() +68 System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +3785
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