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How to create custom (log) entity automatically using predefined template while creating new entity?

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Hello,

I have a requirement like when a new Custom entity created, I want to create another custom entity in the background with a predefined structure (or template) for logging purpose, how can I make it possible?

Any thoughts on this problem?

Thanks in advance.

Regards,

Ashish Moradiya


Addition of HR/PR Extended pack failed

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Purchased Extended HR/PR pack. Got the new license keys and registered it..

Installed the HR Extended pack by add new features.

Currently running GP 2016 R2 version.  After installing the extended pack unable to run utilities or open gp.

The following errors are logged in the 

loginerrorsfile

duinstall file

Loginerror file

Product Name: HRM Solution Series Database Version: 12015 Client Version: 1607
Product Name: Payroll Integration to Payable Database Version: 12012 Client Version: 1603
Product Name: Certification Manager Database Version: 12012 Client Version: 1605
Product Name: Employee Health and Wellness Database Version: 12012 Client Version: 1603
Product Name: HRM Solution Series Error:Product is not installed to the database server.

DUInstall
Failure encountered ON 12/4/2018 at 9:19:19 PM. Error: Unable to get extended version information for product 1911.
Failure encountered ON 12/4/2018 at 9:19:19 PM. Error: Unable to get extended version information for product 4522.
Failure encountered ON 12/4/2018 at 9:19:19 PM. Error: Unable to get extended version information for product 4933.
Failure encountered ON 12/4/2018 at 9:19:19 PM. Error: Unable to get extended version information for product 4955.
Failure encountered ON 12/4/2018 at 9:19:19 PM. Error: Unable to get extended version information for product 1911.
Failure encountered ON 12/4/2018 at 9:19:19 PM. Error: Unable to get extended version information for product 4522.
Failure encountered ON 12/4/2018 at 9:19:19 PM. Error: Unable to get extended version information for product 4933.
Failure encountered ON 12/4/2018 at 9:19:19 PM. Error: Unable to get extended version information for product 4955.
Failure encountered ON 12/4/2018 at 9:19:21 PM. Error: Product 1911 does not support upgrading from version 12.0.15.
Failure encountered ON 12/4/2018 at 9:19:21 PM. Error: Product 1911 does not support upgrading from version 12.0.15.

Please advise

Forbidden when creating a new Purchase Requesition workflow

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Hi,

I have encountered this error when I try to access the purchase requisition workflow. Do you have any idea? 

Thank you so much for your reply.

Product Receipt and Invoice button greyed out on PO eventhough already confirmed.

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Hi all,

I have a greyed out Product Receipt and Invoice button on a PO eventhough the PO is already confirmed.

does anyone ever had similar experience?

Unable to import solution showing the Adxstudio plugin error

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Hello Everyone,

I'm trying to import solution to the dynamics 365 (online). but not able to import the same showing some Adxstudio plugins error. The error description is given below kindly have a look and suggest me how to resolve it.

Error Code:  0x80040256

Action failed for assembly 'Adxstudio.Xrm.Plugins.Commerce, Version=6.1.0.1, Culture=neutral, PublicKeyToken=b7191ff16e41d602': No publisher is found, assembly must be registered in isolation.

thanks.

How to skip validation in data entity

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Hi Techies,

I have created a new data entity. While importing a data, in staging table it throws below validation error -

Results. insert not allowed for field 'Transaction ID(TransId)'
Results. Validations failed

Datasource - ProjOnAccTrans.

I tried writing below code to skip this validation in multiple methods, but it won't work until I skip this validation from 'Modify target mapping' form.

 this.skipDataSourceValidateField(fieldNum(ProjOnAccTransEntity, TransId), true);


 Is there any other feasible way to do this via code?

Any response is appreciated.

Thanks,

Sangram

Time and Expense Tracking on Opportunity

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Hello All,

I'm fairly new to PSA but i have been studying it for a couple of months now. We plan to implement PSA and have a very specific requirement where in we would like to have time and expense tracking against opportunity. OOB, PSA allows time and expense entries for Projects and i am not sure if it can be customized to make it work for other entities, in my case for opportunity. I know scheduling can be enabled for entities from the administration option on resource scheduling. So this makes me think that there should be a way to enable time and expense entry on other entities too. With all this said, is it possible to enable time and expense tracking on opportunity without doing heavy customizations?

If PSA dosent allow time and expense entries on other entities, then i am wondering how do customers do time tracking on opportunity. There should be fair amount of time spent before we even think of quotes.  Please help if you are aware of any such scenarios that you might have come across or even if you have any thoughts about the process itself in terms of how customers manage time entry on opportunity before creating a quote and project.

As always, thank you all in advance for all the help you guys provide. Its a great place to find answers :)

Thank you!

Plugin registration tool V9 throws error when clicking create new connection

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Hi Experts,

I have this issue with plugin registration V9 tool recently downloaded. I have no issues with 8.2 but some of my environments already migrated to V9

When i click on create new connection i get an error message shown below. Please help if anyone know how to resolve it.

Unhandled Exception: System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation.
at System.RuntimeTypeHandle.CreateInstance(RuntimeType type, Boolean publicOnly, Boolean noCheck, Boolean& canBeCached, RuntimeMethodHandleInternal& ctor, Boolean& bNeedSecurityCheck)
at System.RuntimeType.CreateInstanceSlow(Boolean publicOnly, Boolean skipCheckThis, Boolean fillCache, StackCrawlMark& stackMark)
at System.Activator.CreateInstance(Type type, Boolean nonPublic)
at System.RuntimeType.CreateInstanceImpl(BindingFlags bindingAttr, Binder binder, Object[] args, CultureInfo culture, Object[] activationAttributes, StackCrawlMark& stackMark)
at System.Activator.CreateInstance(Type type, BindingFlags bindingAttr, Binder binder, Object[] args, CultureInfo culture, Object[] activationAttributes)
at System.Activator.CreateInstance(Type type, Object[] args)
at System.Xaml.Schema.SafeReflectionInvoker.CreateInstanceCritical(Type type, Object[] arguments)
at System.Xaml.Schema.XamlTypeInvoker.CreateInstance(Object[] arguments)
at MS.Internal.Xaml.Runtime.ClrObjectRuntime.CreateInstance(XamlType xamlType, Object[] args)
at MS.Internal.Xaml.Runtime.PartialTrustTolerantRuntime.CreateInstance(XamlType xamlType, Object[] args)
at System.Xaml.XamlObjectWriter.Logic_CreateAndAssignToParentStart(ObjectWriterContext ctx)
at System.Xaml.XamlObjectWriter.WriteStartMember(XamlMember property)
at System.Windows.Markup.WpfXamlLoader.TransformNodes(XamlReader xamlReader, XamlObjectWriter xamlWriter, Boolean onlyLoadOneNode, Boolean skipJournaledProperties, Boolean shouldPassLineNumberInfo, IXamlLineInfo xamlLineInfo, IXamlLineInfoConsumer xamlLineInfoConsumer, XamlContextStack`1 stack, IStyleConnector styleConnector)
at System.Windows.Markup.WpfXamlLoader.Load(XamlReader xamlReader, IXamlObjectWriterFactory writerFactory, Boolean skipJournaledProperties, Object rootObject, XamlObjectWriterSettings settings, Uri baseUri)
at System.Windows.Markup.WpfXamlLoader.LoadBaml(XamlReader xamlReader, Boolean skipJournaledProperties, Object rootObject, XamlAccessLevel accessLevel, Uri baseUri)
at System.Windows.Markup.XamlReader.LoadBaml(Stream stream, ParserContext parserContext, Object parent, Boolean closeStream)
at Microsoft.Crm.Tools.PluginRegistration.LoginView..ctor()
at Microsoft.Crm.Tools.PluginRegistration.MainViewModel.CreateConnections()
Inner Exception: System.NullReferenceException: Object reference not set to an instance of an object.
at System.Windows.Markup.WpfXamlLoader.TransformNodes(XamlReader xamlReader, XamlObjectWriter xamlWriter, Boolean onlyLoadOneNode, Boolean skipJournaledProperties, Boolean shouldPassLineNumberInfo, IXamlLineInfo xamlLineInfo, IXamlLineInfoConsumer xamlLineInfoConsumer, XamlContextStack`1 stack, IStyleConnector styleConnector)
at System.Windows.Markup.WpfXamlLoader.Load(XamlReader xamlReader, IXamlObjectWriterFactory writerFactory, Boolean skipJournaledProperties, Object rootObject, XamlObjectWriterSettings settings, Uri baseUri)
at System.Windows.Markup.WpfXamlLoader.LoadBaml(XamlReader xamlReader, Boolean skipJournaledProperties, Object rootObject, XamlAccessLevel accessLevel, Uri baseUri)
at System.Windows.Markup.XamlReader.LoadBaml(Stream stream, ParserContext parserContext, Object parent, Boolean closeStream)
at Microsoft.Xrm.Tooling.CrmConnectControl.CrmServerLoginControl..ctor()


AP Credit Note ( Amount only )

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Dear All,

at AP.

we had PO and already receipt and invoiced this,

later the goods rejected at customer site, we already send the replacement from our stock,

our vendor will not replace our goods, they want to issue credit note at AP module.

since we only receipt the money back, do we create purchase return order without item key ( we treat the po like service item/stationary that didn't have item key ) but with amount of purchase.

then we invoiced the po , so we will have purchase return credit note.

please help, do this work-around correct.

thank you

Add fields in map 'VendDocumentTableMap' without custamizations

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Hello,
I have the following problem.
I'm trying to clear the custamization code and almost succeeded. However, in this map I have 15 fields that I need for a specific functionality. The table I need is VendInvoiceInfoTable. Is there any way I can add these fields to the map and put them in the table. I made a duplicate map but it does not get things because this map is used in the main logic and I can not replace it in my classes that inherit the main ones.
  Can anyone suggest an alternative?

Change default email application on iPhone/iPad to Outlook app in Dynamics 365 for mobile

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Is it possible to change the default email application on iPhone/iPad to Outlook app in Dynamics 365 for mobile?

Update a field value

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Scenario is ---> I am working on a case record and have a custom Status field "C_Status". If I am going back to the list of cases without save the previous case record on which I worked then update the value of "C_Status" as In-Progress.

How could i do the same?

How to use basic authentication to access web service in D365BC server in a VM

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Hi everyone,

We have install a D365 server environment in a local VM. We used to publish our extension and add these expose these pages to web service. Using  basic authentication(UserName and Web Access Key) to get the Json data. (Document Link) It all works well for online trail D365BC and online sandbox. However, when we try to use D365 server environment in a local VM, it always return a 401 unauthorize error if I choose basic authentication and still use the username and web access key. I have enable the Odata service. It works if I enable NTLM Authentication and use NTLM to do the Authentication. But I want to use the basic authentication(UserName and Web Access Key) and not use the basic API URL to do the integration. What should I do. Thanks in advance!!

The Email Router Configuration Manager was unable to retrieve user and queue information from the Microsoft Dynamics CRM server. This may indicate that the Microsoft Dynamics CRM server is busy.

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I have been trying to configure email router for On prem CRM. but while trying to load data I am facing below error.

The Email Router Configuration Manager was unable to retrieve user and queue information from the Microsoft Dynamics CRM server. This may indicate that the Microsoft Dynamics CRM server is busy.

I have been using gmail server for emailing. Please help to resolve.

Create inventory dimensions

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Hello,

I need to create inventory dimensiones by hand, using a existing form. Without using job. Do you know where you can do it from?

Thank you,

Alex


HTML WEB RESOURCE

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Hi,

I have a requirement in which I have to create a custom html control onto email entity. When I click on this control I have option to attach file.

Till now , I have implemented Html web Resource and that popup is coming to Attach the file. But now I have to show that attachment onto CRM page i.e in the Attcahments Grid of the Email Entity.

Can anyone please tell how to implement this?

Exposing Schedule Board functionality on partner portal

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Hi

Is there any out of box functionality to book appointment via a calendar interface on partner portal.

Phone Calls and phone call history

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Hey there.

We are using phone calls on a daily basis in our sales process.

I see that a lot of sellers only use one phone call to track all the call history. Let me try to explain with an example:

Call From: Jane Doe

Call To: John doe

Subject: Offer Review

Description:

01/12 - Need to call John Doe tomorrow since hes traveling

02/12 - Had a offer review, pointet out some changes to the offer, sending him email and following up 04/12

04/12 - The offer looks good, sending him an agreement and following up 12/12

12/12 - Signing the offer today, call tomorrow

Due date: 13/12 (they change the due date of the open phone call to when they are calling next time and saves the phone call)

Basically what happens in these cases, is that an account/opportuntiy only have one call while they have been working on the case for a long time with several phone calls but every phone call is tracked in one phone call with the dates they have called.

The reason sellers do this, is for them to easier see the previous phone call activities regarding the case. They have easy access in the same Phone Call form to create a follow-up phone call with new subject, description and due date but they find it a hassle since they have to review activitylist in social pane and open previous phone calls completed to read up on the history.

Is there any easier way for sellers to see the complete phone call history and making them create actuall new phone call activities?

traditional financial statements in Enterprise Portal

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is there any way to preview traditional financial statements as chart report in Enterprise Portal

coloring the area page based on legal entity

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I have 6 legal entity based on each legal entity we need to change the area page color so that user can understand the company easily in ax 2012 R3

Any suggestion please

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