Hi everyone, I am facing an issue with the automatic folder creation / creation of a document location on Sharepoint. I have already created similar flows for Quote and Leads, and successfully created one for Cases in our Dev-environment. After successful testing I wanted to build it for Cases in our Prod-Environment, but for some reason, in the Prod-Environment I get the following error when executing the Flow: Root folder is not found. clientRequestId: d39c3674-0996-485e-beda-bf59295838fa serviceRequestId: d39c3674-0996-485e-beda-bf59295838fa It happens when a txt. file should be created on sharepoint that will be deleted in the following step. I can't really understand the issue here... I haven't done anything differently than what I did for the other entities - am I missing something? How can it work for the Dev, but not for the Prod when the steps are exactly the same (only URL etc. matched for the Prod-Environment of course). Any ideas? Many thanks in advance!
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Forum Post: "Root folder not found" automatic folder creation on Sharepoint Document Location
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Forum Post: RE: Show Primary Contact and Contacts(Sub-grid) records in a single Subgrid
Hi, a siople way is add subgrid of contacts with all data and onform load add fetchxml with whatever filter you want with below code replace the xml with yours sample code https://mkdynamicsunfied.blogspot.com/2020/04/filter-subgrid-in-dynamics-unified-hub.html function FilterSubgridBy(id) { var connectionSubgrid = window.parent.document.getElementById("GridName"); var fetchXml = " " + " " + " " + " " + " " + " " + " " + " " + " " + " " + " " + " " //Set the fetchxml directly to subgrid // filter Subgrid in Classic if (connectionSubgrid) { connectionSubgrid.control.SetParameter("fetchXml", fetchXml); //set the fetch xml to the sub grid connectionSubgrid.control.Refresh(); //refresh the sub grid using the new fetch xml } else { //Filter SubGrid in UCI var connectionSubgridControl = Xrm.Page.getControl("GridName"); if (connectionSubgridControl) { connectionSubgridControl.setFilterXml(fetchXml); //set the fetch xml to the sub grid connectionSubgridControl.refresh(); //refresh the sub grid using the new fetch xml } else { setTimeout(FilterSubgridBy(id), 1000); } } }
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Forum Post: Automatically resolve cases in the system
I am new to the Dynamics world and working on deploying my first two apps to the Production environment. I need to configure the system so that it automatically resolve cases based on the date field value in the Case entity. System job? How do create a system job to achieve that? When I looked into Settings/System jobs there is no place to create a new system job. I thought of using workflow but it needs a trigger and in my situation there is no trigger, I want Dynamics to go through each of the cases in the system everyday at night time and resolve the cases based on a date field value in the Case entity. Also, I know I could configure the workflow as on-demand process but then it is not automated and the user needs to manually execute the workflow on the selected cases. This is also not ideal as I am anticipating thousands of cases in the system and it is not ideal for the user to select ( maximum allowed cases, 250 per page) and click on the on-demand workflow.
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Forum Post: RE: Add Rich Text Editor for D365 form
Good news now we have the option in Release 2020 wave 2 docs.microsoft.com/.../rich-text-control-embedded-images
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Forum Post: RE: ADX Studio Sync Problem with Dynamics 365
Thanks Oliver. Web Notifications works for me.
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Forum Post: RE: generic SQL errors
Agree with Victor, would say, additionally, to capture CRM trace log files in verbose mode as well.
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Forum Post: RE: KingswaySoft SSIS Lookup owner by email address
I think you'll need to use a Fetch query as the source to do this. A quick way to create the Fetch query is to create a view in Advanced Find to get the data that you want (including the internalemailaddress field from the systemuser via the ownerid relationship), and export the FetxhXml
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Forum Post: RE: KingswaySoft SSIS Lookup owner by email address
Thank David, I will try this approach.
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Forum Post: Xrm.Utility.lookupObjects filters doesn't work on UCI Webresource
Hello, I've created a webresource, put it to a custom entity form. When i click an input field on the webresource i am opening a lookupdialog with Xrm.Utility.lookupObjects function. Dialog works fine but my filter doesnt apply. Also disableMru parameters doesn't work too. I am still seeing all records and most recents even tho i am filtering directly by record Id. Note that there is only 3 records in my development env. so all 3 records are showing up while expected is only 1 (named SkywaveIOT ) I am using Dynamics 365 v9.0.17.8 OnPremise UCI. var lookupParameters = { defaultEntityType: "inv_productservice", entityTypes: ["inv_productservice"], defaultViewId: L2C.OfferPreparationItemOperation.Constants.View.ProductServiceViewForOfferPrepItem, viewIds: [L2C.OfferPreparationItemOperation.Constants.View.ProductServiceViewForOfferPrepItem, L2C.OfferPreparationItemOperation.Constants.View.DefaultProductServiceView], filters: [{ filterXml: " ", entityLogicalName: "inv_productservice" }], disableMru: true }; Xrm.Utility.lookupObjects(lookupParameters).then(L2C.OfferPreparationItemOperation.Scripts.DisplaySelectedServiceLookupDialogValue, null);
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Forum Post: RE: Javascript to open email
Hello, How in the world I can test the code without customizations available on my side? At the end of the day - you are developer here, you have your customization and the altered version of the code and browser with developer tools - troubleshoot the code and find out why it doesn't work.
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Forum Post: RE: MSCRM addPresearch function causing an issue
Hi, can you paste the code? Is there any business rule as well?
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Forum Post: License consume for Guest/external user
I read somewhere that we can add external user in Azure AD by sending invite. but can it possible to use license of source tenant? means if external user has CE sales license in his/her tenant (let's say tenant A) and he/she has been invited to other tenant (tenant B). and tenant B doesn't have license for him/her. In that case user would able to access CE of tenant B? if not, is it possible to use client's CE without consuming license? because client doesn't want to pay for licenses consumed for developer.
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Forum Post: RE: Changing landing page is not working in new Unified interface mode
In my situation i worked around this issue it by clicking on "Home" once. After that the new Home Page starts loading correctly. Seems like abug or something that this is not done automatically after updating personal settings.
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Blog Post: Microsoft channel veterans HSO acquire AKA, gaining new US leadership
Technology services firm HSO has acquired US-based Microsoft partner AKA Enterprise Solutions. Following the acquisition, AKA founders Alan Kahn and Jack Ades will lead HSO’s combined operations in the United States, according to an HSO statement . .... Read More
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Forum Post: RE: MSCRM addPresearch function causing an issue
Hi, SO when you disable addpresearch javascript code which you added on onload is it working as expected? Please share source code to investigate this issue further. Please Mark My Answer Verified If I Were Helpful
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Forum Post: RE: MSCRM addPresearch function causing an issue
Yes, when code is disabled functionality is working as expected. Onload: function () { Xrm......addPresearch(addfilter) } Just a high level idea. Above code is written and function is called on form load.
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Forum Post: RE: Microsoft Dynamics CRM Web Resources Updater in VS 2019 is NOT Working while updating web resource to CRM online
hi there, thanks for the reply. i tried to increase the timeout value as 30 sec, but no difference. i am not seeing any error while update the web resource from the following window. it seems like nothing happens while clicking "update web resources" lol
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Blog Post: Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM
There is a common application of getting selected records information while working with custom buttons using Ribbon Workbench. Use Case: We had a requirement, where we needed the information of the all selected records from the Main View and Sub-Grid of an entity. We can achieve in Ribbon Workbench. Steps: 1. The button on which we are customizing is named as “Submit”. 2. In the Command section, click on “Actions” -> “Javascript Action” to add Custom Javascript. Then click on “Add Parameter” -> Click on “Crm Parameter” -> then on SelectedControlSelecteItemReferences. SelectedControlSelecteItemReferences = grabs the information of all selected record from the view . 3. SelectedControlSelecteItemReferences will pass the information of all the selected records in my “selectedItems” variable passed to the method. 4. On clicking the Submit Button, the selected records information will be passed on to the Javascript Code. 5. On clicking the “Submit” button, it will pass the two selected records information to the method that the button is calling. 6. You can further read all the information from the Array and perform the actions that you want. Note: This can be done in Sub-grids of the forms also. Conclusion: Hope this blog helps to get/read the selected Information from the Main View or Sub-Grid The post Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM appeared first on Cloudfronts - Microsoft Dynamics 365 | Power BI | Azure .
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Forum Post: RE: Post-UCI: Relating Multiple Records from Subgrid Lookup
Hi, I would recommend to log support ticket with Microsoft. https://admin.powerplatform.microsoft.com/ Please Mark My Answer Verified If I Were Helpful
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Forum Post: RE: Microsoft Dynamics CRM Web Resources Updater in VS 2019 is NOT Working while updating web resource to CRM online
thanks for reply. i posted the question in marketplace: marketplace.visualstudio.com/items fpr the xrm toolbox, yes, if this one is not working in VS 2019, we will use toolbox to publish the web resource instead. thanks!
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