Hi, Please do not use the base plugin class concept(LocalPluginContext) . Define the context inside the class and pass as a parameter to other methods. https://github.com/microsoft/PowerApps-Samples/blob/master/cds/orgsvc/C%23/FollowupPlugin/FollowupPlugin/SampleProgram.cs If found useful, please mark this answer as a verified answer.
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Forum Post: RE: How to fix plugin error on Pre Update: Context is not initialized or already cleaned up
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Forum Post: RE: User access right for installation.
Hi, for security reasons. i might not be able to grant the vendor such right. is domain user enough?
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Forum Post: RE: Case - First Response Sent
i dont get it. we also have auto response. but we need the first response to updated to yes. including the time the auto response was sent,
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Forum Post: RE: LOOKUP CONTROL ERROR after CRM Update to version 8.2.5.0004
Thanks for your answer but I don't understand what you mean. The error appears for a received email, when we try to add that to the queue. The same e-mail also failed to automatically generate a queueitem.
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Blog Post: Tip #1271: Where is my tenant ID?
Every now and then someone from Microsoft may ask you for your tenant ID. In my case it was in relationship to one of the preview programs at experience.dynamics.com insider program. But what is the tenant ID? First, what it is not: It’s not your D365 environment URL It’s not your D365 evironment ID found in settings/customization/developer resources It’s your O365/Azure tenant id. This can be confusing because some people (even some Microsofties) have been known to use the terms environment/organization/tenant interchangeably. Remember the excitement around the introduction of “multi-tenant” CRM a few years back? That should have been multi-environment. Learn the lingo: Environment : a separate instance of D365/CDS. Think dev environment, prod environment, any number of CDS environments you may use with Flow and PowerApps. Tenant : Your Azure instance–this is what is tied to your domain, and you can only have one tenant tied to a domain. All of your AD users and all of your Azure, Office, and Dynamics subscriptions are part of this tenant. See https://docs.microsoft.com/en-us/office365/enterprise/subscriptions-licenses-accounts-and-tenants-for-microsoft-cloud-offerings . So how do I find my tenant ID? There are multiple places this can be found, but this is the most direct IMO: Go to portal.azure.com Click on Azure Active Directory Click Properties under the Manage section Your tenant is the Directory ID. Azure gives you a button to push to copy the value Cover photo by Alex Block
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Forum Post: First Response
We are sending an auto confirmation email to the customer to acknowledge receipt of the case, wouldn't this workflow also trigger to update the first response sent field even though it was just the auto response email? how would you get around this? Any steps on how to configure it?
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Forum Post: RE: Export to Excel - File Contains Apostrophes (Dynamics 2016 On Prem, Chrome)
We have the same problem Onpremise 2011 Chrome74
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Forum Post: Create a record on an entity using web api
Hello everyone, my name is Taniguchi and i studyng web api because i want to create an app on xamarin that create and retrieves records from dynamics 365, i could retrieve records using web api, now i would like to know how can i create records on a entity in dynamics 365 using web api on C#.
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Forum Post: RE: Connecting Excel with Dynamics 365 through Power Query
we are OnPrem, does that affect the connection ability for Power Query?
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Forum Post: RE: Export to Excel - File Contains Apostrophes (Dynamics 2016 On Prem, Chrome)
Hi Jetj25, Many thanks for your update - in the end I just set my machine to open xlsx' and xml' files with Excel and Notepad++ respectively by using the 'Open With' option in Windows - Excel produces an error message but I found it quicker than renaming the file each time. We'll shortly be moving to v9 on premise - I'll need to test that this has been fixed in the most recent stable build but fingers crossed. Given your version of CRM I'd propose using the same workaround to associate such files with the relevant application. Cheers, Chris
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Forum Post: RE: Create a record on an entity using web api
docs.microsoft.com/.../basic-operations-csharp this link made be of some help
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Blog Post: How to Resolve the Dynamics 365 App for Outlook Loading Error on Outlook
This blog will show you how to resolve the following error when using the Dynamics 365 App for Outlook: “ We can’t load this app because your email account isn’t configured with Dynamics 365 server-side sync for appointments, contacts, and tasks. Ask your system administrator to set up server-side sync for appointments, contacts, and tasks." To correct this error you will need to enable Server-Side Synchronization for your mailbox. You can do this by following these steps: First we need to see the current status of the mailbox 1. Login to Dynamics 365 with a system administrator role. 2. Go to Settings >Email Configuration 3. Click Mailboxes 4. Select All Mailboxes view and open the mailbox with the issue. Your mailbox will likely show Failure for Appointments, Contacts, and Tasks Status. This needs to show Success. The following steps will guide you on how to do this. How to Resolve the Issue: 5. Ensure that Appointments, Contacts, and Tasks is set to Server-Side Synchronization and click Save. 6. Click Test & Enable Mailbox > On the pop up message, select the tick-box and click OK. 7. The Appointments, Contacts, and Tasks Status should change to Success. You may need to wait for a few minutes and refresh the page as this does not happen instantly. 8. If Appointments, Contacts and Tasks Status show Success, restart your Outlook and Dynamics 365 App for Outlook which should open now. If this still does not show Success, check the Alerts section for any links for further information on how to fix this issue as this will require further investigation.
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Forum Post: RE: Connecting Excel with Dynamics 365 through Power Query
Yes, because your screenshot says Dynamics 365 (Online)...
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Forum Post: RE: Record is Unavailable
Hello, Make sure that there are no workflows activities or Plugins that are registered on the assign action (the error might be thrown from there).
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Forum Post: RE: Connecting Excel with Dynamics 365 through Power Query
That does explain why I was having issues, is there any information on how to properly create the connection with Power Query and On premises Dynamics, because when I try to use an Odata feed through power Query I get an authorization issue using windows Authorization methods.
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Forum Post: RE: Correct way to update (add or remove) the parties in ActivityParties against an activity (like PhoneCall) using JavaScript and WebApi?
Did you ever figure this out? There's plenty of examples using the SDK or adding parties with the activity but I'm trying to figure out what JSON to send to add parties to an existing activity.
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Forum Post: RE: Record is Unavailable
As Charles said, ensure that there are no sync processes getting triggered on assign on record.
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Forum Post: RE: Create a record on an entity using web api
Hi, Please find the steps below: 1. Register the application under azure AD and get application ID and client key. https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/walkthrough-register-app-azure-active-directory 2. In c#. Net code.. Authenticate your request using azure AD and get the access token. 3. Using access token perform the WebAPI operations in D365. Please refer below documentation https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/quick-start-console-app-csharp If found useful, please mark this answer as a verified answer.
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Forum Post: Quick View Form on child entity and creating records from it
New to working in D365 (I'm coming from CRM2011 so I've missed a few versions). I'm trying to figure out an issue I'm having in D365 (on premise v8.2). I've added a quick view form from contact (for addresses) into one of our child entities. This is displaying addresses for the contact on the child record form, as intended (I selected the appropriate lookup to the contact and then contact as the related entity). However, now when I press the + on my quick view form to add a new address record, it's trying to attach the address to the child record, rather than the contact and thus a business process error throws as "Parent type 10065 not supported for address type 1071!" 10065 is the type for the child entity, although I'm not sure what "address type 1071" is as it's not an option on the Address Type field. Why is this not mapping the contactid for the address since that is the lookup I have selected for the form? Is this expected behavior from a quick view form? Will I need to code around this with a workflow or plugin when adding an address to go get the contactid? I was hoping to use this quick view form several places in our system so they can add an address to the contact from several places in the system that have contact as their parent record.
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Blog Post: Study guide for MB-230 Dynamics 365 for customer engagement for Customer Service
“Press forward. Do not stop, do not linger in your journey, but strive for the mark set before you.” —George Whitefield You cannot pass the MB-230 Customer service exam without studying. Having worked with Case management will help but you will still need to study to learn some of the features and functionality you haven’t used in a project. I recently passed the Exam MB-230: Microsoft Dynamics 365 for Customer Service (beta) and I am sharing the resources I used and some of the notes I made. Study materials The best study material is looking at the areas you are going to be tested on Exam MB-230: Microsoft Dynamics 365 for Customer Service (beta) creating a trial and try the functionality, you get practical skills to accompany your theoretical knowledge (e.g. you can use it) Good 8 hour Open eDX course – MB-230.1 Self-paced , this course has learning material and practical tests. It covers all the key areas of the certification. The Customer service certification is similar to the previous certification MB2-718, so Neil Parkhurst’s study guide will still help (ignore Field Service content). MB2-718 Certification: (Microsoft Dynamics 365 for Customer Service) – Revision Guide Hosk Study notes The notes are not extensive because I gave up making notes and concentrating on revising because I had to the exam before 31st April :-), so you need to use the materials above and use these notes for a refresher before you take the exam Entities Customer record – this can be either an account or contact Case – schema name is incident. The is the case, CSR, incident. They can be linked Resolution Activities – an activity created to hold the resolution reason Entitlements – how much support a customer can have e.g. number of cases, time etc Entitlement channels – type of service e.g. phone SLA – service level agreement SLA can be linked to entitlement Goals – can track progress of individuals Schedule module – allows you find and schedule resources Case Management Cases can be known as service, ticket, case, CSR, incident Contracts have been replaced by entitlements Contracts are still on the case form for backwards compatibility Cases case be associated with Knowledge base articles Subjects Products Entitlements Activities (emails, tasks, phonecalls) Case actions New Case Resolve Case Cancel case Save and Route Create Child Case Add to queue Assign Do not decrements entitlements Run reports Case Search Case fields search = Case number, Case Title (you can add more find fields) Search options = string, wildcard *, partial value Global search/relevance searches multiple entities https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/relevance-search-results Relevance is disabled by default relevance search must be enabled (in System Settings à general) relevance search is done using Azure and copying data to Azure (this is why it must be enabled and you agree to hosting data in Azure) Enabling Relevance Search allows all users in the organization to use it. Relevance search is text-based, and can search only on fields of type Single Line of Text, Multiple Lines of Text, Option Sets, or Lookups. It doesn’t support searching in fields of Numeric or Date data type. relevance search isn’t available in On Premise only Dynamics 365 online user can set the default search experience in their personal options Use views to view active, resolved and personal for predefined filter Views can apply filters on fields Convert activities Press the convert to on an activity to convert an activity into a case. Convert to case allows you to specify Customer Subject Case open/closed Change the task status to completed Origin will be automated selected The activity will be automated linked to the case Resolving cases Cases cannot be resolved until all activities are completed Deleting a case removes all activities, notes and attachments linked to the case Cancelling the case leaves the case and activities for reactivation If you resolve a case with open activities, it will cancel those activities Queues are used to group or catorgorise cases (e.g. high priority/low priority) Reactivate a case instead of opening a new case for the same issue When resolving a case , the resolution activity form pops up You cannot edit the resolution activity form It will create a new resolution activity for a case total time comes from the total time in activities Total is not editable Billiable time is mandatory and editable When a case is reactivated the case becomes editable The previous resolution activity will be cancelled Case Routing Rules You can view routing rules ran in System jobs One active routing rule at one time If a second rule is activated the first one will be deactivated Routing rules have conditions – If, then statements You route to a queue or assigned to a user or team After making a rule, you have to activate it Case routing rules can be applied in bulk from a view Case routing can be applied to a case with Save and route button One Routing Rule set can have many rule item Record Creation and Update Rules Automatic creation and update rules can automatically create records Only one creation rule can be active, if you active a rule it will deactivate other rules Source type cannot be changed once selected and saved Workflows run to create records as necessary One rule per source type e.g. email, phonecall ,task, social activity, service activity, appointment If you choose different source type you get different Parent/Child Cases Case closure settings à settings à service management – Parent child case settings Select attributes which will be inherited from parent to child case Closure preference BLANK – Parent/child cases are closed independently Close all child cases when parent case is closed Don’t allow parent case closure until all child cases are closed View – Active Cases with Parent Child Status Create Child case button on case You can see child cases on case relationship section à Child Cases On a list view of cases the button Associate Child Cases allows you to link multiple child cases Merge cases Multiple cases created, merge into one Merging a case, combines related activities and cancels other cases Merging cases will leave only one case You can merge up to 10 cases at one time Child cases become children of the merged case The status of a merged cases is Merged You can only merge a child case into another child case if they share the same parent case You can see merged cases in Case relationships a Merged cases Good luck
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