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CRM Online - entityimage not working in SSRS

May 18, 2016, 8:21 am
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So, in the latest and greatest CRM you can get access to the Entity Image using “special attributes” within fetch:

<fetch distinct="false" no-lock="false" mapping="logical">  <entity name="account">    <attribute name="entityimage" />    <attribute name="entityimage_url" />  </entity></fetch>


The first is supposed to return a byte array… doesn’t work in SSRS though for some reason.

The second does indeed return the URL… but if I try to add it as an external image my entire report blows up (i.e. it’s not just the image that won’t display, the entire report won’t render).

I’ve tried all sorts of things from relative and absolute URLs:

/Image/download.aspx?Entity=account&Attribute=entityimage&Id=d5b8ab69-9e9a-e511-80d5-6c3be5becdb4&Timestamp=635991727111324831

Vs

https://[crmonlineurl]/Image/download.aspx?Entity=account&Attribute=entityimage&Id=d5b8ab69-9e9a-e511-80d5-6c3be5becdb4&Timestamp=635991727111324831

Neither work in an image. If you navigate to the second URL you will indeed get the image. But CRM just refuses to render the report if I point an image at any of the above. Even if I manually type in the above as the image URL it will not render the report.

Has anyone seen this?

Or has anyone ever got a byte array returning in a CRM Online SSRS report?

Additional notes:

I discovered that CRM does not like distinct=true for entityimage. I still only get the text "System.Byte[]" back as opposed to an actual byte array.

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[CRM 2015] Data Import not recognizing accented characters

May 18, 2016, 12:32 pm
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Hi,

While doing a data import, I've noticed that CRM is not recognizing accented characters (French in specific) and throws an error thinking that two similar records are the same.  For example, if I have two records with the names:

Record 1: abcde
Record 2: abcdé

The data import would consider these two characters the same and throws an error saying the two records are duplicates but in fact they are unique.  The French language pack is installed and other records with accents are able to import into the system correctly.

Is there a way to resolve this?

Thanks.

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Error Closing Opportunity as Won. User needs ReadQuote

May 18, 2016, 12:54 pm
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Hi,

We are running Dynamics CRM 2016 On Premise. Our users are receiving the following error when trying to close a opportunity as won, "Principal user (Id=126b7636-2719-e611-80f4-0050569e0ec4, type=8) is missing prvReadQuote privilege (Id=00a8d04e-ede7-4884-ae18-09c6e55344ca). We are NOT using the quotes functionality so I was wondering if there was a setting I could turn off so that it does not check for quotes when closing the opportunity. I would rather not add Read quote permissions to their role as this is a section of the application we are not using.

Thank you for reading

Regards,
Kyle


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How to get tax code from Account entity?

May 18, 2016, 7:04 pm
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Hi Experts,

I am newbie in this Dynamics CRM 2016 Online. I have requirement to get tax code from Account entity.

Situations, user enter Quote from Opportunity form. User press '+' and new form of Quote come out. In Quote form, Customer Tax Code must have value of tax code (SR, TX or etc). This tax code a retrieve from Account entity based on AccountID. One of member in CRM community suggest me to define the plugin with message is Associate to implement and map the tax code and tax rate. But how can I do it? Can someone help me to this issue?

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How to increase number of fields in crm mobile view

May 19, 2016, 12:53 am
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Hi,

I can find only 2 fields in CRM active accounts or active contacts view in mobile express 2011.  How to increase number of fields and reduce field display size so I can bring more fields in CRM mobile view.  Kindly help to find a solution.  I am using CRM 2011 version.  Please find below screen-shot for more clarification.

Regards,

Noushad

pnoushu@hotmail.com


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Tooltip text of fields in crm 2015 Carina

May 19, 2016, 4:04 am
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Hi all

How to change tool tip text of fields dynamically based on change of optionset through javascript?

Thanks in Advance


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Not able to select parent customer name in CRM 2011 Mobile express window

May 19, 2016, 4:39 am
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Hi,

I am trying to create new contact in CRM 2011 mobile express window but I can' t select parent customer name.  when I select dropdown list it give account and contact. when I select account it select account as parent customer name as mentioned in screen-shot.  It did not give further lookup to select existing accounts from the list.  Kindly help to solve this issue.

pnoushu@hotmail.com



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.parentnode in CRM 2015 carina- Javascript

May 19, 2016, 6:12 am
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HI All

document.getElementById(XXXX).parentNode.appendChild(addDiv);

I am getting error as .parentnode is not null or undefined in crm 2015 carina..please help on this?

Thanks in Advance

 
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Task and Phone Activity Created through the Social Pane CRM 2013

March 6, 2014, 9:08 am
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Hi there,

I have a plugin customization that updates the organization field on the activity
entity if the Regarding field has a parent organization. The plugin gets fired
on the PostCreate and looks for if the Regarding Object Id is populated and
then gets parent organization id and populates the activity entity. The plugin
works fine when creating Task, Phone from Activity Form but not from the Social
Pane on the Contact entity.  My plugin is looking for regardingobjectid
field. When Task or Phone Activities are created from the Social Pane it looks
like the regardingobjectid is not been passed in the CRM pipeline.

What am I
missing? Here is my plugin code

private
static string Customer = "regardingobjectid";


     private static string ParentCustomer =
"my_organizationid";


     public override void HandleAfterOpCreate()


     {


         try


         {


             if (!
(this.PluginExecutionContext.PrimaryEntityName.ToLower().Equals(Xrm.Task.EntityLogicalName)
||


                   
this.PluginExecutionContext.PrimaryEntityName.ToLower().Equals(Xrm.PhoneCall.EntityLogicalName)
||


                   
this.PluginExecutionContext.PrimaryEntityName.ToLower().Equals(Xrm.Email.EntityLogicalName)
||


                   
this.PluginExecutionContext.PrimaryEntityName.ToLower().Equals(Xrm.Appointment.EntityLogicalName)))


                 return;


             base.HandleAfterOpCreate();


             if (this.PluginExecutionContext.MessageName
== MessageName.Create)


             {


                 if
(this.InputTargetEntity.Contains(Customer))


                 {


                     var
id = this.OutputID;


                     var
customerId = ((EntityReference)this.InputTargetEntity.Attributes[Customer]).Id;


                   
 ActivityService.UpdateActivity(id, customerId, this.OrganizationService,
this.TracingService, this.PluginExecutionContext.PrimaryEntityName.ToLower());


                 }


             }


         }


         catch (Exception ex)


         {


           
 this.TracingService.Trace(this.ToString() + " {0}",
"Exception:  {0}", ex.ToString());


             throw;


         }


     }


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CRM Solution Deployment Package

April 25, 2016, 12:03 am
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Hi All,

We are using MS CRM Online instance and TFS for Source Code management. Currently we are manually moving our customization changes from DEV -> QA -> Production.

We are looking for package solution directly moving our changes from one environment to other environment.

Can any one help me to how to process it further.

Regards,

Kumar R

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Suggestions for using OOB entities to represent laboratory samples and analysis

May 19, 2016, 10:13 am
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Hi.

I'm customizing Dynamics CRM for a laboratory that receives samples from customers for analysis. We receive the samples, log them in by ID, analyze each sample, report results per sample, and charge the customer per sample.

I'd like to use OOB entities as far as possible for this scenario. Do you have suggestions? I've already looked quickly at Cases and Orders, but just scratching the surface so far.

Thank you for the help!

Danny

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How will Convert/Change Dropdown(Optionset) Field to MultiSelect CheckBox in CRM 2013 using Script code?

November 4, 2013, 5:33 am
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Hi Friends,

Could you please anyone send the code to Convert Dropdown(Optionset) Field to Multiselect Checkbox field using custom code using script.

Thanks!

Ganesh.

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Reusing OrganizationServiceProxy

May 20, 2016, 1:57 am
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Hi, although I found an old post about this https://social.microsoft.com/Forums/en-US/93d273f7-6846-473b-8561-2c1c50ad28e2/connection-pool-for-organizationserviceproxy?forum=crmdevelopment, I am not sure it is the right approach now in CRM 2016. I am iterating through a csv file and running a call to CRM API for every row. I want to reuse a proxy object (I don't think running every row with same instance of the proxy is a good idea) and I wonder if I instantiate a new ManagedTokenOrganizationServiceProxy(from sdk sample) every time, I don't gain anything, right? Should I rather instantiate one time and call RenewTokenIfRequired method (on AutoRefreshSecurityToken class also from sdk samples) before every call to web service?

As CrmConnection class is replaced by CrmServiceClient from Microsoft.Xrm.Tooling.Connector namespace, and as I see it creates OrganizationServiceProxy internally, is it something here I could use for this scenario?

Thanks in advance

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Feedback on this CRM

May 20, 2016, 8:39 am
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Hi Everyone,

https://www.myhuddl.com

MyHuddl is a networking tool to keep track of all the people you meet,also a CRM &an email client with email tracking to see who opens your mail. I would love your feedback on this CRM.

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CRM 2011 mob application

May 21, 2016, 10:58 pm
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Hi,

Can install CRM mob application (CRM mob Apps from Microsoft) on CRM 2011 version.  Please give me the details.

Regards,

Noushad

pnoushu@hotmail.com



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Authenticating a 3rd party app to CRM 2016

May 22, 2016, 6:14 pm
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Hello everyone

Please can you point me to any resources that could help me with this scenario.  In particular I'm looking for a log-in solution.

Background

  • I have a mobile app that needs to allow the user to interact with their CRM Contact record.  Create and Update functions.
  • The mobile app will be used by multiple contacts, each one will only be able to see their own contact record.
  • The mobile app is written in HTML5 (Intel XDK) and will run on IOS or Android phones.
  • The mobile app user must enter a user name and password to gain access to their CRM contact record
  • The target CRM platform is 2016 on-Premise (but will move to Microsoft hosted online within 6-9 months)

Requirement

  • user enters username and password on the mobile app
  • User must be able to self manage the password (i.e. send password reset to their registered email address)
  • The application must be able to authenticate user against a single contact record in the CRM system

I'm looking for the simplest AND secure way to achieve this.  For on-premise assume that an ADFS server is available.  Please can you point me to any ready made plug-ins or solutions, or any articles I can refer to (C# .net, CRM Web Services  and JavaScript) that will help me achieve this.  I Will be happy to pay a fee if you already have an elegant solution I can quickly integrate.

Many thanks

Alan

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Difference between Custom Workflow and default Workflow in crm 2011

May 23, 2016, 8:16 pm
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What is the main difference between custom workflow and workflow in crm 2011?Please give  scenario for each. 
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TEST

May 23, 2016, 8:32 pm
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CRM 2013: Campaign response is created with different From address

May 23, 2016, 11:13 pm
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Hello CRM Team,

We are facing the below issue when the Campaign response is auto created by system. The marketing list member(type- lead) lets say 'Lead1', who we have selected has email id which is also exists in another lead record 'Lead2'. When Lead1 replies to the campaign email, the campaign response email is created with "from" as Lead2 instead of Lead1.

This is not only happing for this case, but also when another record exists with same email id in other marketing list members- Account and Contact.

Please suggest some solution for this issue.

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CRM: Campaign response code

May 23, 2016, 11:26 pm
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Hello CRM Team,

Can you please help me in understanding the Campaign response code types usage? In Campaign response, the following response code types are available.

  1. Interested
  2. Not Interested
  3. Do not send marketing materials
  4. Error

I was able to check the usage of the following two types: Interested and Do not send marketing materials.

When Campaign response is auto created by system for the reply email of Campaign, I noticed that it creates with the response code type "Interested" and "Do not send marketing materials" when customer unsubscribes the email through unsubscribe link sent in the campaign email.

But I'm not able to find out when "Not interested" and "Error" are used.

Kindly help me to understand the same.

Thanks.

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