We created a new activity type entity and it functions just fine on desktop. But when we try to create a record on the mobile app for this activity type, it is like the app won't "save" it. We are able to edit records on the mobile app that were originally created on the desktop however.
Is there something we are missing? A security role assignment somewhere?
Hello,
When two people are in an opportunity record at the same time, when one of them makes edits to the that opportunity it doesn't save them. They will go back in there later and nothing they entered in was saved.
Is this how it should work? Can more than one person be in the same record at a time?
Hello!
I'm struggling with a report for a... too much time!!! I give up :(
I hope someone can help me (like until now :)).
I will try to explain what I need.
The report shows several steps that an order make within the company logistic.
The order goes from step 1, to step 2 and so on, until invoice.
I have al the datetimes of each step.
Now I need to see how things are going and I want a report for that.
I made one like this:
the data is grouped by Period, a child group Warehouse, a child group Step (and a one more and the details of orders, but that are aggregate to a total on step).
Now I want the Total by Warehouse (WT) and then by Period (PT), for each Step. And I can't figure out how to do it!!!
I try to show it on the next excel sheet:
I need to sum to the Steps (Sx) of the yellow and orange areas.
I have no idea where to do it and how to structure the data...
For now I have a Integer for the period (P) count and nested all the lines from Database.
Is it possible to give me some ideas on how to do it?
Many thanks in advance!!!
Hello guys,
In D365 i have customized a report and deploy this , after when try to login environment its not starting .
i have also check in event viewer there have a below error message related to management reporter .
Failed to create a metadata service client in 5 attempts. Machine:
Metadata service communication retry attempts failed to resolve issues with the following settings AX7CertificateUserName: FRServiceUser@dynamics.com; AX7CertificateThumbprint: ------; AX7FederationRealm: spn:00000015-0000-0000-c000-000000000000; AX7ProviderName: mintedtoken.dynamics.com; AX7TokenIssuer: fakeacs.accesscontrol.windows.net Component: Microsoft.Dynamics.Integration.Common.TraceLog User: NT AUTHORITY\NETWORK SERVICE
Please suggest .
We have a situation where a client is trying to use a local Dynamics CRM Outlook Client install, version 9.0. on top of a Citrix server, to connect to Dynamics 365 online and use the client moving forward. The configuration wizard logs in, sees the organizations but then gives a "You do not have a license to use Dynamics 365" error.
In a similar tech note, the right answer had been that they're other user related services running under the hood. Any thoughts?
I have 8 columns on my account schedule. If I print to PDF and select fit to page it still only prints the first few columns and cuts the other columns off onto the next page. Is there a way to adjust this?
We are slowly rolling out and testing the new Dynamcis 365 App for Outlook to see if it will work as a replacement for the client. We have one user that is running into an error while logging into the App.
When they open Outlook and then open Dynamics our SSO window pops up, but when they login we can watch the URL redirect multiple times before it shows the following error.
They reported that they could then close this window and Outlook, then reopen Outlook and successfully log into the app. While I was on a screen share with them I couldn't get reproduce this behavior and every time I tried with them I only got the error window.
Looking into the ADFS event log I don't see anything.
When I look into the local machine event log I can find this error at the same time as when the user attempted to log in.
Level Date and Time Source Event ID Task Category
Error 6/29/2018 1:08:00 PM Microsoft-Windows-DistributedCOM 10016 None "The machine-default permission settings do not grant Local Activation permission for the COM Server application with CLSID
{9BA05972-F6A8-11CF-A442-00A0C90A8F39}
and APPID
{9BA05972-F6A8-11CF-A442-00A0C90A8F39}
to the user <username> SID (S-1-5-21-1063300090-2824294965-3513365286-22400) from address LocalHost (Using LRPC) running in the application container Unavailable SID (Unavailable). This security permission can be modified using the Component Services administrative tool."
I can get around this when I run Outlook as the administrator, but that is not something I can reliably have every user do every time.
No other user has ran into this yet and I cannot reproduce on my machine.
To explain our set up a little bit:
I am at a loss for this now. I have our IT department helping, but any additional insight would be great.
Hi,
Hope everyone doing good.
I am trying to hit the action "DeleteRecordChangeHistory" using API call. but always getting Response 400. here is my code. i'm not sure about parameters i am passing. my requirement is need to delete audited records . please help me. Thanks in advance.
function test()
{
var parameters = {};
var target = {};
target.primarykeyid = ""00000000-0000-0000-0000-000000000000"; // audit id
//target["@odata.type"] = "Microsoft.Dynamics.CRM.entitylogicalname";
//target["@odata.type"] = "Microsoft.Dynamics.CRM.audit";
target["@odata.type"] = "audit";
parameters.Target = target;
var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/DeleteRecordChangeHistory", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(parameters));
}
Hello there,
Recently I upgraded from FRx to Management Reporter.
I have marked the company option to Allow negative Credit an Debit in General Ledger. In my Trial balance in FRx I had: Period Beginning Balance - Debit - Credit - YTD
I could see in FRx the negative amounts in the debit and credit columns. Now In MR, negative amounts are not showed in Debit or Credit Columns, although they are considered for the Beginning balance and YTD columns.
Therefore, the sum BB(+)Debit(-)Credit is not equal to YTD.
Is there a way to correct this issue? if not, Is there a script to change negative amounts into positive amounts on the other side?
Thank you!!
Regards!
Hello Everyone,
When I was trying to cancel the deliver remainder of a purchase order that is partially Invoiced, I received a message “The following line cannot be canceled. Canceling the line will change the source document amounts for this purchase order. Because invoicing of this purchase order has started, you are not allowed to make changes to these values.”. After trying different ways, I am still unsuccessful in canceling the remaining the order. Below is more information
I tried the cancel button on order header, tried Deliver remainder>cancel quantity option at the line but the same error. I also tried if I can edit the PO quantity to 6 so that the order gets closed, but the field is not editable. So, I am surprised to see that there is no option to do this. Can someone let me if there is way to cancel this? If in case there is no option, whats the rationale behind this behavior?
Appreciate your replies.
Our situation is we have a company that uses QuickBooks Desktop to create invoices to send to the customer. The payable checks to these invoices are entered into Great Plains so the that company currently has to perform dual-entry of Sales Invoices into QB and Great Plains.
We are looking for a way to manually (or automatically if necessary) import these invoices into GP. We already have the ability to map his QuickBook item codes to our GL codes in Great Plains so I am thinking this should be possible with an Excel import. We would also have to make sure that any credit memos or corrected invoices carry over from QuickBooks.
Where should I start for something like this?
Hi,
Can any one help me out with a solution, generally calendar entity will be under services module right?
So my requirement is that i need to show the calendar under sales module as well as that should show in mobile application too.
Hi Experts,
Need assistance on Inventory Transfer Journal, i have 2 companies with shared Item Master, my prob is when i create transfer journal and add line item below error occur -
" Item has no parameters for Inventory." i already check inventory parameters and compare both companies but still no luck.
TIA
D365 FO-Standard way to uninstall an application X++ Update package & binary Update package from Dev/Uat/Prod
Hi Experts,
I want to clear about converting Excel data to Ax table. While importing data from excel real value is converting properly to ax table.
For example:
In excel :3023.71
In Ax Table: 3024
In this, I used "any2real " to convert decimal value.
Thanks in Advance and Regards,
Vignesh
Good Morning,
In inventory management there is counting journal
The form name is inventjournalcount
In that form there are 2 form datasources
1.Inventjournaltrans
2.Inventdim
I have a requirement like whenever the user changes Site,Warehouse,Batch number in this form "inventjournalcount"
I must update cost price (which is in Inventjournaltrans.Costprice)
new cost price should be taken from Item Onhand (based on site,Warehouse,Batch id Selection in Jornal)
Logic is written.
Where should i write code.
Either in form Datasource (Inventdim) fields - InventLocationId modified Field ?
The form should refresh with new data whenever (Site,Warehouse,Batch) fields are modified.
Please show some light on this.
Regards.
Have a great day.
Good Morning,
In inventory management there is counting journal
The form name is inventjournalcount
In that form there are 2 form datasources
1.Inventjournaltrans
2.Inventdim
I have a requirement like whenever the user changes Site,Warehouse,Batch number in this form "inventjournalcount"
I must update cost price (which is in Inventjournaltrans.Costprice)
new cost price should be taken from Item Onhand (based on site,Warehouse,Batch id Selection in Jornal)
Logic is written.
Where should i write code.
Either in form Datasource (Inventdim) fields - InventLocationId modified Field ?
The form should refresh with new data whenever (Site,Warehouse,Batch) fields are modified.
Please show some light on this.
Regards.
Have a great day.
Hi Experts i want to Hide/show base on fields.
1. Status Option(Room,Contact).
2. Room No.
3. Contact No.
by default fields( 2 and 3) visible property = false;
i want to show and hide the field (2 and 3)
if Status::Room then begin
Room No= visible;
Contact No. = hidden;
end
else if status:: contact then begin
Contact No. = visible;
Room No. = hidden;
end;
Hi Guys,
I was come changes to the Dynamics 365 Sales Custom Portal and of the sudden it has started throwing Server Error as you can see below. I only made a change to Content Snippet Mobile Header text <div><a class="navbar-brand" href="~/" tabindex="-1" title="This Text">This Text</a></div> and portal went down and throwing error when accessing any page. I would really appreciate if someone can help.
Description: An exception occurred while processing your request. Additionally, another exception occurred while executing the custom error page for the first exception. The request has been terminated.
Many thanks
I get the error 'You are not allowed to pick this item" error when trying to choose queute item from queue by clicking on the button choose.
I have the double checked all security roles and user settings and all seem to be in place.
Any help will be appreciated !
