As per your query, you are setting the filter for "new_product" and "new_ordertype" on the Invoice Products entity level, while, you said that it is on the Factor entity. So make sure that this is the right filter. Mainly the rest of the fetchXml is correct. In addition, what I recommend is to test your FecthXml query using "FetchXml Tester" plugin in the "XrmToolbox". Hope this helps! If found helpful, please mark the answer as verified. Charles Abi Khirs.
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Forum Post: RE: IN operator in FetchXML based SSRS Report
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Forum Post: Programmatically create folders and upload files in SharePoint Server through Plug-in/Workflow in ms dynamics 365 v9.0
Programmatically create folders and upload files in SharePoint Server through Plug-in/Workflow in ms crm dynamics365 v9.0
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Blog Post: Tip #1241: Unified Interface Only and Outlook Client
We have an old version of Exchange that doesn’t support the Outlook app, but we want to move to Unified Interface only in browser. Is this possible? Old timer As you may know, if you want to disable the classic UI for all users, you can go to “My Apps” and select the […] button and choose “Hide for all roles.” But you may be curious how this will impact D365 for Outlook (the classic Outlook client), given that the classic client does not recognize unified interface. Will views and records continue to open? Based on our testing, the answer is yes. After disabling the classic UI for all users, users with the Outlook client were still able to track and open records. Note that this will require you to still test and maintain both classic and unified experiences, and it is recommended that you have a plan to move to the app for Outlook before classic UI goes goodbye. Cover photo by Vonecia Carswell
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Forum Post: RE: IN operator in FetchXML based SSRS Report
Just cross checked and found that it was wrongly pasted here but my original report dataset is fine. Below is from original report dataset.
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Blog Post: CRM Numeric Workflow Utilities v2.3.0.0
Small update which added a few new items. I'm pleased to say that the first two were contributed by Suleiman Ali , it's much appreciated. Nth Root - calculates root value of a number Raise To The Power - calculates exponents Integer To Words - takes a number and converts it into text - example: 50 becomes fifty Get the latest version from GitHub: https://github.com/jlattimer/CRM-Numeric-Workflow-Utilities/releases Or install using the XrmToolBox Solution Installer by @RajYRaman
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Blog Post: Why Can't I Track or Set Regarding For Emails?
In Dynamics 365, Microsoft have introduced the ‘Dynamics 365 App for Outlook’ to replace the old ‘CRM for Outlook’ plugin. Often users will want to track emails from Outlook in their CRM system. The ‘Track’ and ‘Set Regarding’ functionality in Dynamics 365 lets you link your email to an Entity like an Account or Contact. This functionality can accidentally be disabled when customising Dynamics 365. If the ‘Tracking’ menu doesn’t appear for Emails, then check the below settings: In the ‘Dynamics 365 App for Outlook’ App Designer check if the ‘App for Outlook Dashboard’ is enabled. The ‘Tracking’ functionality uses the ‘App for Outlook Dashboard’. So, the ‘App for Outlook Dashboard’ must be enabled for the Dashboards in the App Designer like below. The Default Dashboard is ‘App for Outlook Dashboard’ in the ‘Dynamics 365 App for Outlook‘ App Designer. If you change the default dashboard then the ‘Tracking’ will be disabled, so you won’t be able to ‘Set Regarding’ and the ‘App for Outlook Dashboard’ won’t be available to select. By default the dashboard permission is set to ‘Display for everyone’, if you change this to selected security roles then you need to make sure the users who need access are in the selected security role list. Also remember Customization changes need to be published for dashboards. Hopefully these tips help resolve your tracking issues in the Dynamics 365 app for Outlook.
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Forum Post: RE: Notes entity privileges
Hello, Since you gave the user level on Read permission for the Associate, but without success, I think that the issue might be in the relationship behavior between the Case entity and the Note entity (which is by default set to Parental). Try to change this type to Configurable Cascade and remove the Cascade All of the Assign, Share, Reparent. Hope this helps! If found helpful, please mark the answer as verified. Charles Abi Khirs.
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Forum Post: RE: AJAX POST in Dyn365
Any update. I am also facing this issue.
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Blog Post: Converting Date and Time based on User Time Zone in PowerApp for Dynamics 365 CE
Introduction In our previous blog we have explored on how to set date and time fields of dynamics 365 through power app. Handling date and time fields according to time zone is quite tedious task. In today’s blog we will explore more on how to handle date and time fields of dynamics 365 according to user time zone in power apps. The time zone of dynamics 365 instance is set as “Eastern Time” as shown in below screenshot: But my app is running on the phone where time zone is set as “Indian Standard Time”. Therefore, we cannot set correct time in the date and time fields due to time zone difference between dynamics 365 and powerapp. To solve this difference, follow the below steps for updating the date and time fields of records in dynamics 365 through power app: 1 . Create a default Canvas app for appointment entity by using Dynamics 365. You can refer our previous blog here 2 . Now add “Start Date” and “End Date” fields on the edit screen as shown in the below screenshot: 3 . Now on “ onSelect ” property of “ IconAccept ” add patch formula as given below: Patch( Appointments, First( Filter( Appointments, activityid = BrowseGallery1.Selected.activityid ) ), { scheduledstart: If( IsBlank(DateValue1.SelectedDate), Blank(), DateAdd( DateValue1.SelectedDate + Time( Value(HourValue1.Selected.Value), Value(MinuteValue1.Selected.Value), 0 ), TimeZoneOffset(), Minutes ) ), scheduledend: If( IsBlank(DateValue2.SelectedDate), Blank(), DateAdd( DateValue2.SelectedDate + Time( Value(HourValue2.Selected.Value), Value(MinuteValue2.Selected.Value), 0 ), TimeZoneOffset(), Minutes ) ) } ) In the above formula we have implemented the “DateAdd” and “TimeZoneOffSet()” function to convert the data and time value into UTC format. DataAdd: The DateAdd function adds a number of units to a date/time value. TimeZoneOffSet : The TimeZoneOffset function returns difference between the user’s local time and UTC in minutes. 4 . Let’s run the app and set “ Start Time ” and “ End Time ” for a record in CRM through PowerApp by selecting in powerApp. 5 . Now as shown below the “Start Time” and “End Time” values are updated in CRM in Eastern Time: Conclusion PowerApps allows user to handle date and time fields of dynamics 365 according to user time zone.
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Forum Post: How add SharePoint calender to CRM dashboard view
Hi, I have a calender on SharePoint!How add SharePoint calender to CRM dashboard view?
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Forum Post: RE: Upgrade to Field Service Mobile - 11.2
A blog post goes through the process of how to upgrade. It worked for me - community.dynamics.com/.../sync-resco-project-with-the-latest-field-service-mobile-app ;utm_medium=twitter
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Forum Post: RE: IN operator in FetchXML based SSRS Report
In that case, you need to change the fetchXml by starting with new_factorsetup entity and adding the link entities to Territory > Account > Invoice and finally > Invoice Line with link-type = inner for all the relations. As I recommended previously, test your FecthXml query using "FetchXml Tester" plugin in the "XrmToolbox". This way, you will be sure of the end result returned by your fetchXml. Hope this helps! If found helpful, please mark the answer as verified. Charles Abi Khirs.
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Forum Post: RE: Not able to copy security roles
I had to create a ticket with MSFT. They ran a script against my environment which updated a table. Then all was fine. I'm sorry I do not know the table they adjusted.
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Forum Post: RE: Sql Server 2016 Report Printing
Hello, Since it is on-premises environment, you can open the Reporting Extensions server and open the event viewer to see if there are more error details. Regards, Charles Abi Khirs.
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Blog Post: InfoStrat Grants Manager Plus Review on FinanceOnline
FinancesOnline recently reviewed InfoStrat Grants Manager Plus and named it a rising star of 2019 as well as one of the top 50 grant management software products. FinancesOnline is a European independent reviewer of business-to-business (B2B) software in many categories such as accounting, customer relationship management, human resources and help desk software.
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Forum Post: RE: Inserting the data using Odata Call in CRM Portals/Adxstudio
Hi Shrikantbhongade, Try this www.cloudfronts.com/creating-entity-lists-odata-feed-using-custom-javascript-crm-portals
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Forum Post: RE: marketting list creating error
That is a lot of records. You can increase various timeouts, see https://blogs.msdn.microsoft.com/crminthefield/2011/06/13/microsoft-dynamics-crm-timeout-settings/ The article was written for CRM 4 / 2011, but the settings still apply for CRM 8.2 If you can, it's worth trying to capture the SQL queries that are submitted, to see if you can add indexes that will optimise this. You can get the SQL queries either via verbose CRM tracing, or SQL trace, though in either case a lot of trace data gets generated if you do this during normal operation. If you could, I'd create a copy of the organisation database just to test this, and use SQL trace just on that database
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Forum Post: RE: Custom activities forms got stuck after Google Chrome update
Hi, We are experiencing the same issue. We see this happening when you navigate from 1 entity to another(custom) entity. in our case from salesorderdetails. no solution yet. (we are using 365 online 9.1.0.3245)
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Forum Post: Import solution question...
Hello, Just wondering, if I import a solution, but do no click Publish at the end of the import process, do the changes get put in behind the scenes, but not visible until I publish them? Thank you.
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Forum Post: RE: IN operator in FetchXML based SSRS Report
I can't reverse the cycle. The reason is Factor setup is dependent upon 4 items, Territory, Selected Product(s), Sales Type and End Date (Report Parameters). What I diagnose is the issue using @Product filter with IN operator at two places, firstly while retrieving invoice lines and secondly while retrieving Factors. At the time of retrieving Invoice Lines there is no issue and I am able to retrieve only those invoice lines that are associated with any of the Product. And then secondly, while retrieving the Factor based on Selected Product(s), I am using IN operator to get the factor based on aforementioned parameters. So while retrieving the factors, the query is returning all factors for which the product is matched with other parameters, despite the fact if there is no invoice line against a specific product. That is the whole story of our business requirement.
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