1. background workflow will not store the user who run the workflow - for this choose Real time work flow
2. User added in Dynamics not showing in CRM - Check weather user added in other organisation or not.
3. We can create new organisation - with minimal copy.
4. How to set zero value by using workflow.
5. User added in office 365 is also showing inside unable user in CRM-
6. On update show values before and after updation using plugin
7. What preEntity.Attributes.Contains("new_10agingofchanceofsuccess") does ?
Ans- It check if attribute have value or null
8. The plug-in type could not be found in the plug-in assembly:
https://community.dynamics.com/enterprise/b/crmfortressdynamics365/archive/2016/06/23/issue-the-plug-in-type-could-not-be-found-in-the-plug-in-assembly
9.While registering plugin error was coming that - No assembly was selected.
In plugin class was not public
Dll might be wrong
10. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/sample-code-directory
11. All status reason/ Status code - https://technet.microsoft.com/en-us/library/dn531157.aspx
12. Slow loading issue of CRM -
https://blogs.msdn.microsoft.com/crminthefield/2012/04/09/using-the-crm-diagnostics-page-to-capture-network-performance/
13. How we can export form in word document -
14.CRM data saved from Chrome book is not saving -
15. Liscense assigned to office 365 that user is also showing in CRM -
16.I shared a word template based on security roles but it is not showing to that particular user who hav that role ?
Ans - Check 1- Enable security role of Word template.
Check 2- Check Security roles , Business Management.
Check 3- In Business Management tab scroll down check - if Document generation is radio button is selected or not - This I had forgot .
http://www.goisc.com/blog-post/crm-2016-insufficient-permissions-error-when-downloading-a-word-template/
17.Records more than 5000 was not fetching by query expression ?
var crmService = CRMHelperClass.GetCRMService();
QueryExpression qe = new QueryExpression();
qe.EntityName = "opportunity";
qe.ColumnSet = new ColumnSet();
// qe.ColumnSet.Columns.Add("XX_estdateoffirstinvoice");
//qe.ColumnSet.AllColumns = true;
qe.ColumnSet = new ColumnSet(new string[] { "new_XXX1",new_xxx2 });
//Condition where task attribute equals account id.
ConditionExpression condition = new ConditionExpression();
condition.AttributeName = "statecode";
condition.Operator = ConditionOperator.Equal;
condition.Values.Add(0);
qe.Criteria.AddCondition(condition);
//Code if Opportunity have more than 5000 records
qe.PageInfo = new PagingInfo();
qe.PageInfo.Count = 5000;
qe.PageInfo.PageNumber = 1;
qe.PageInfo.ReturnTotalRecordCount = true;
EntityCollection ec = crmService.RetrieveMultiple(qe);
int totalCount = ec.Entities.Count;
while (ec.MoreRecords)
{
qe.PageInfo.PageNumber += 1;
qe.PageInfo.PagingCookie = ec.PagingCookie;
ec = crmService.RetrieveMultiple(qe);
totalCount = totalCount + ec.Entities.Count;
}
//Code ends
foreach (Entity r in ec.Entities)
{
statusCode = ((OptionSetValue)r.Attributes["statuscode"]).Value;
if (statusCode == 1) // if Opp in INprogress
{
if (r.Contains())
{
"Your logic"
}
}
}
18. To fetch a particular record -
var crmService = CRMHelperClass.GetCRMService();
Entity r = crmService.Retrieve("opportunity", new Guid("41F484DF-4222-E811-8116-5065F38A4BC1"), new ColumnSet(true));
if (r != null)
{}
https://community.dynamics.com/crm/b/passiondynamics/archive/2018/01/03/insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm
https://community.dynamics.com/crm/b/passiondynamics/archive/2018/01/03/insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm
https://archive.codeplex.com/?p=crmcustomemails
https://community.dynamics.com/crm/b/passiondynamics/archive/2018/01/03/insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm
19. Getting error
21.- Work flow issue - In process I deactivated a process which was created by some one else. So after that when i activated it I got error. Access issue.But in customization I could see that it was enabled.
Remedy - I went in process and I assigned that process to me then I activated it worked.
Also the user who created this workflow was admin was not a CRM user. So the main problem was this only.
22. While updating Notes i am getting error - Using the fiddler i found that some workflow was disturbing.So I
23. How to add remove user from sandbox -
https://www.inogic.com/blog/2017/07/how-to-add-or-remove-users-from-sandbox-instance-in-dynamics-crm365/
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/manage-sandbox-instances
Well if we enable admin mode then only admin and system customiser will be able to login.
24. How to set a dashboard as default to all users-
Go - setting --> customisation --> entity --> view --> click on set as default
But if some managed code is set as default then first remove it else it will not work.
25. Set default view as created on
setting--> entity --> view --> configure
26. In crm 9 there is no need too use site map to delete area sub area it is in built.
Go in setting --> customisation --> client extension
https://www.catapulterp.com/edit-site-map-using-new-microsoft-dynamics-sitemap-designer/
27.How to generate Early Bound Class- I generated early bound class using CRMscvTool
1)Be sure that you have 9.0 version sdk for 9.0 version of CRM - To check sdk version hover on pligin registration tools inside SDK tool.
2)Run CMd as admin
3)You can use service account or account which has admin permission.
4) On line & On Premise have little bite different Command.
5) In CMD browse to CRM svc tools and paste this below command
CrmSvcUtil.exe /url:https://<organizationUrlName>.api.crm.dynamics.com/XRMServices/2011/Organization.svc /out:<outputFilename>.cs /username:<username> /password:<password> /namespace:<outputNamespace> /serviceContextName:<serviceContextName> ---- Online
C:\Users\xxxx\Desktop\xSDK\Tools\CoreTools>CrmSvcUtil.exe /url:https://yyyy.api.crm.dynamics.com/XRMServices/2011/Organization.svc /out:GeneratedCode.cs /username:uuuu /password:ppppp /namespace:XRM /serviceContextName:angusContext
CrmSvcUtil : CRM Service Utility [Version 9.0.0.9154]
c 2017 Microsoft Corporation. All rights reserved
Code written to C:\Users\xxx\Desktop\xSDK\Tools\CoreTools\GeneratedCode.cs.
6) api.crm.dynamics.com/XRMService - can be get from customisation - developer - organisation
28)CRM rest builder tool - This tool can be used to generate javascript code - for retriving etc.
https://github.com/jlattimer/CRMRESTBuilder/
Click on release and download the Zip file.Then Import this zip file.
29) How to move customiation from Sandbox to Prod- Create a solution -- add the entity whoes customisation you want to move. then click onn export .
Go in Prod --> customisation --> Import.
30. I had an requirement to add qty = 1 to a int field when the form was loading . Also I had to add qty = 1 to already created records.
Ans- First I written a WF to update the qty=1 for existed records. .Create wf --> go in advance slect that view which do not hav qty = 1 then select all records and run workflow.
Then disable this work flow .
31. On opening crm it was opening in mutiple tab which was making crm to get hanged.
Sol- It was happening only in my machine
Clear cache , history , Add crm as trusted site from internet option ,
IN crm
2. User added in Dynamics not showing in CRM - Check weather user added in other organisation or not.
3. We can create new organisation - with minimal copy.
4. How to set zero value by using workflow.
5. User added in office 365 is also showing inside unable user in CRM-
6. On update show values before and after updation using plugin
7. What preEntity.Attributes.Contains("new_10agingofchanceofsuccess") does ?
Ans- It check if attribute have value or null
8. The plug-in type could not be found in the plug-in assembly:
https://community.dynamics.com/enterprise/b/crmfortressdynamics365/archive/2016/06/23/issue-the-plug-in-type-could-not-be-found-in-the-plug-in-assembly
9.While registering plugin error was coming that - No assembly was selected.
In plugin class was not public
Dll might be wrong
10. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/sample-code-directory
11. All status reason/ Status code - https://technet.microsoft.com/en-us/library/dn531157.aspx
12. Slow loading issue of CRM -
https://blogs.msdn.microsoft.com/crminthefield/2012/04/09/using-the-crm-diagnostics-page-to-capture-network-performance/
13. How we can export form in word document -
14.CRM data saved from Chrome book is not saving -
15. Liscense assigned to office 365 that user is also showing in CRM -
16.I shared a word template based on security roles but it is not showing to that particular user who hav that role ?
Ans - Check 1- Enable security role of Word template.
Check 2- Check Security roles , Business Management.
Check 3- In Business Management tab scroll down check - if Document generation is radio button is selected or not - This I had forgot .
http://www.goisc.com/blog-post/crm-2016-insufficient-permissions-error-when-downloading-a-word-template/
17.Records more than 5000 was not fetching by query expression ?
QueryExpression qe = new QueryExpression();
qe.EntityName = "opportunity";
qe.ColumnSet = new ColumnSet();
// qe.ColumnSet.Columns.Add("XX_estdateoffirstinvoice");
//qe.ColumnSet.AllColumns = true;
qe.ColumnSet = new ColumnSet(new string[] { "new_XXX1",new_xxx2 });
//Condition where task attribute equals account id.
ConditionExpression condition = new ConditionExpression();
condition.AttributeName = "statecode";
condition.Operator = ConditionOperator.Equal;
condition.Values.Add(0);
qe.Criteria.AddCondition(condition);
//Code if Opportunity have more than 5000 records
qe.PageInfo = new PagingInfo();
qe.PageInfo.Count = 5000;
qe.PageInfo.PageNumber = 1;
qe.PageInfo.ReturnTotalRecordCount = true;
EntityCollection ec = crmService.RetrieveMultiple(qe);
int totalCount = ec.Entities.Count;
while (ec.MoreRecords)
{
qe.PageInfo.PageNumber += 1;
qe.PageInfo.PagingCookie = ec.PagingCookie;
ec = crmService.RetrieveMultiple(qe);
totalCount = totalCount + ec.Entities.Count;
}
//Code ends
foreach (Entity r in ec.Entities)
{
statusCode = ((OptionSetValue)r.Attributes["statuscode"]).Value;
if (statusCode == 1) // if Opp in INprogress
{
if (r.Contains())
{
"Your logic"
}
}
}
18. To fetch a particular record -
var crmService = CRMHelperClass.GetCRMService();
Entity r = crmService.Retrieve("opportunity", new Guid("41F484DF-4222-E811-8116-5065F38A4BC1"), new ColumnSet(true));
if (r != null)
{}
https://community.dynamics.com/crm/b/passiondynamics/archive/2018/01/03/insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm
https://community.dynamics.com/crm/b/passiondynamics/archive/2018/01/03/insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm
https://archive.codeplex.com/?p=crmcustomemails
https://community.dynamics.com/crm/b/passiondynamics/archive/2018/01/03/insert-dynamic-values-from-custom-entities-in-an-email-template-microsoft-dynamics-crm
19. Getting error
ACS10002: An error
occurred while processing the SOAP body. ACS50000: There was an error issuing a
token. ACS50005: Token encryption is required but no encrypting certificate is
configured for the relying party.
Trace ID:
6d30e008-0068-4ba7-afcc-e5b688bab38e
Timestamp: 2018-04-23
12:16:08Z
Its a ACS call issue .
20, User Reported that he can login in CRM from IE but cant login from Chrome its displaying error
Soln- Its a browser issue so go and clear cache of browser.
Its a ACS call issue .
20, User Reported that he can login in CRM from IE but cant login from Chrome its displaying error
Soln- Its a browser issue so go and clear cache of browser.
21.- Work flow issue - In process I deactivated a process which was created by some one else. So after that when i activated it I got error. Access issue.But in customization I could see that it was enabled.
Remedy - I went in process and I assigned that process to me then I activated it worked.
Also the user who created this workflow was admin was not a CRM user. So the main problem was this only.
22. While updating Notes i am getting error - Using the fiddler i found that some workflow was disturbing.So I
23. How to add remove user from sandbox -
https://www.inogic.com/blog/2017/07/how-to-add-or-remove-users-from-sandbox-instance-in-dynamics-crm365/
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/manage-sandbox-instances
Well if we enable admin mode then only admin and system customiser will be able to login.
24. How to set a dashboard as default to all users-
Go - setting --> customisation --> entity --> view --> click on set as default
But if some managed code is set as default then first remove it else it will not work.
25. Set default view as created on
setting--> entity --> view --> configure
26. In crm 9 there is no need too use site map to delete area sub area it is in built.
Go in setting --> customisation --> client extension
https://www.catapulterp.com/edit-site-map-using-new-microsoft-dynamics-sitemap-designer/
27.How to generate Early Bound Class- I generated early bound class using CRMscvTool
1)Be sure that you have 9.0 version sdk for 9.0 version of CRM - To check sdk version hover on pligin registration tools inside SDK tool.
2)Run CMd as admin
3)You can use service account or account which has admin permission.
4) On line & On Premise have little bite different Command.
5) In CMD browse to CRM svc tools and paste this below command
CrmSvcUtil.exe /url:https://<organizationUrlName>.api.crm.dynamics.com/XRMServices/2011/Organization.svc /out:<outputFilename>.cs /username:<username> /password:<password> /namespace:<outputNamespace> /serviceContextName:<serviceContextName> ---- Online
C:\Users\xxxx\Desktop\xSDK\Tools\CoreTools>CrmSvcUtil.exe /url:https://yyyy.api.crm.dynamics.com/XRMServices/2011/Organization.svc /out:GeneratedCode.cs /username:uuuu /password:ppppp /namespace:XRM /serviceContextName:angusContext
CrmSvcUtil : CRM Service Utility [Version 9.0.0.9154]
c 2017 Microsoft Corporation. All rights reserved
Code written to C:\Users\xxx\Desktop\xSDK\Tools\CoreTools\GeneratedCode.cs.
6) api.crm.dynamics.com/XRMService - can be get from customisation - developer - organisation
28)CRM rest builder tool - This tool can be used to generate javascript code - for retriving etc.
https://github.com/jlattimer/CRMRESTBuilder/
Click on release and download the Zip file.Then Import this zip file.
29) How to move customiation from Sandbox to Prod- Create a solution -- add the entity whoes customisation you want to move. then click onn export .
Go in Prod --> customisation --> Import.
30. I had an requirement to add qty = 1 to a int field when the form was loading . Also I had to add qty = 1 to already created records.
Ans- First I written a WF to update the qty=1 for existed records. .Create wf --> go in advance slect that view which do not hav qty = 1 then select all records and run workflow.
Then disable this work flow .
31. On opening crm it was opening in mutiple tab which was making crm to get hanged.
Sol- It was happening only in my machine
Clear cache , history , Add crm as trusted site from internet option ,
IN crm
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