We have CRM and ClickDimensions on prem installation. We use workflows to send emails, but recently we are unable to run the workflow. On the other hand we are able to send clickdimensions email manually. The error Plugin Trace: [Microsoft.Xrm.Sdk.Workflow: Microsoft.Xrm.Sdk.Workflow.Activities.CreateEntity] [CreateStep1: test cd ] [ClickDimensions.Crm.MsCrm2011Plugins: ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin] [cea55c7d-5312-e011-8519-78e7d162ee67: ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin: Create of cdi_sendemail] SendEmailWFPlugin: Execute() started. Error Message: Unhandled Exception: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: Error in SendEmailWFPlugin plugin, Value cannot be null. Parameter name: s; Message:Value cannot be null. Parameter name: sStack: at System.IO.StringReader..ctor(String s) at System.Xml.XmlDocument.LoadXml(String xml) at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.IsAccountGdprCompliant(IOrganizationService service) at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.ProcessSendEmailWFPlugin(IOrganizationService service, ITracingService tracer, Entity entity) at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.Execute(IServiceProvider serviceProvider); at System.IO.StringReader..ctor(String s) at System.Xml.XmlDocument.LoadXml(String xml) at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.IsAccountGdprCompliant(IOrganizationService service) at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.ProcessSendEmailWFPlugin(IOrganizationService service, ITracingService tracer, Entity entity) at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.Execute(IServiceProvider serviceProvider)
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Forum Post: workflow error on sending clickdimension email
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Forum Post: Open Specific Form Based on Field Value for v9
Is there a supported way to open up a form based on the customertypecode or view the record is opened from?
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Forum Post: Unable to add or remove an option from an option sent via javascript
I am using D365 and have the below script running on event type of on change. However, I am getting an error that says, "ReferenceError: 'executionContext' is undefined at PointofSale function PointofSale() { var formContext = executionContext.getFormContext(); var RecordType = formContext.getAttribute("nhs_recordtype").getText(); if (RecordType != "Commercial") { formContext.getControl("nhs_communicationtype").removeOption({value: 100000000, text: 'Point of Sale Rebates'}); } else if (RecordType == "Commercial") { formContext.getControl("nhs_communicationtype").addOption({value: 100000000, text: 'Point of Sale Rebates'}); } } Am I missing something?
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Forum Post: RE: Open Specific Form Based on Field Value for v9
Hi Pamela, The only supported way would be to utilize Javascript in order to validate the form the user initially opens, check the value of the customertypecode, and then navigate the user to the appropriate form. You can find more information here: openForm (Client API Reference) Thanks! Matt Bayes
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Forum Post: Update Exchange Rates Directly To A Record
Hi All, I want to update exchange rates directly to a record. Is there any way? According to me there is no way. The only possible way is: update excharate on currency (transactioncurrency) entity and than update a single attribute to an entity where exchange rate updation required to recalculate values. Correct me if I am wrong. Thanks Regards, Abdul Wahab
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Forum Post: RE: Unable to add or remove an option from an option sent via javascript
Hello, It seems you haven't put the executionContext parameter in your PointofSale function, as show below: function PointofSale(executionContext) { ... } When binding the event on the D365 form, make sure you check the box that says "Pass the execution context as the first parameter" which will give a reference to the execution for the event. Thanks! Matt Bayes
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Forum Post: RE: Unable to add or remove an option from an option sent via javascript
Hi Matt, I do have it checked. But I still get the error.
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Forum Post: RE: Microsoft.Xrm.Sdk.Metadata.EntityMetadata Contains method does not work
Just tried and lower case does not work.
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Forum Post: Actions done in portal show in CRM as 'system' modified. How can we track which Contact made the change
When our users in the Dynamics Portal make a change our modified comes over as 'SYSTEM', since the portal users are contacts this makes sense. Has anyone found a way to track which Contact is making the change, IE closing a Case record?
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Forum Post: RE: Unable to add or remove an option from an option sent via javascript
As mentioned above, make sure you include the executionContext as the first parameter in your PointofSale function. Although you may have the option checked, your function currently does not accept any inputs, thus it has no reference to the executionContext variable.
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Forum Post: RE: Microsoft.Xrm.Sdk.Metadata.EntityMetadata Contains method does not work
.NET 4.6.1 I have chopped out a few lines from throughout my code since there are numerous classes. Going Backwards!! foreach (EntityMetadata currentEntity in entityMetadataList) { ... } public List RetrieveEntityMetadata() { Trace.WriteLineIf(appTraceSwitch.TraceInfo, "Retrieving entity metadata from Dynamics..."); RetrieveAllEntitiesRequest retrieveAllEntityRequest = new RetrieveAllEntitiesRequest { RetrieveAsIfPublished = true, EntityFilters = EntityFilters.Attributes }; RetrieveAllEntitiesResponse retrieveAllEntityResponse = (RetrieveAllEntitiesResponse)Service.Execute(retrieveAllEntityRequest); List entityMetadataList = retrieveAllEntityResponse.EntityMetadata.OfType ().ToList(); entityMetadataList.Sort((x, y) => x.LogicalName.CompareTo(y.LogicalName)); Trace.WriteLineIf(appTraceSwitch.TraceInfo, $"{entityMetadataList.Count} entities found."); if (appTraceSwitch.TraceVerbose) { entityMetadataList.ForEach(e => Trace.WriteLine(e.LogicalName)); } return entityMetadataList; }
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Forum Post: RE: Microsoft.Xrm.Sdk.Metadata.EntityMetadata Contains method does not work
I did successfully execute the program by commenting out the IF statements. So I know the field works. The check were only there because I originally wrote this to move data between a very old version of CRM and a newer version. The field schema had changed across these versions (although they are much more stable now). It is a minor thing but I am always resistant to using try-catch for these situation because it is bad for performance. Though I had a sensible solution.
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Forum Post: RE: Unable to add or remove an option from an option sent via javascript
OK, now I am getting Unable to get property 'removeOption' of undefined or null reference
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Forum Post: RE: Unable to add or remove an option from an option sent via javascript
This usually means the object reference that you are trying to call the 'removeOption' method on is undefined. Please make sure the field name is correct for the option set, and also that it is added to the form you are triggering the change event on. You should be able to test the majority of your JS in the developer tools by using breakpoints in your library on the form, which will allow you to test the functions locally for retrieving the control and removing the options.
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Forum Post: RE: KingswaySoft SSIS error when Published - A password is required ...
I found the answer .. For anyone who had the same problem , what my problem was is that my SSIS project was on Project Deployment Model and I was trying to deploy only the package . After making the connections available on Project Level and deploying the whole Project everything is ok .
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Forum Post: RE: How to get selected datetime in plugin for Timezone independent fields
Hi Krishna, This is because Plugin Context returns UTC date time you need to convert to local time.Please check below reference - sumedha8.blogspot.com/.../convert-in-between-local-time-and-utc.html
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Forum Post: RE: no option as Enable Plugin trace logs
Hi, Plug-in Trace Log feature in system settings was included with Dynamics CRM 2016 . You can enable trace log from registry entries, take a look below article - support.microsoft.com/.../how-to-enable-tracing-in-microsoft-dynamics-crm
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Forum Post: RE: Can we send email in CRM plugin with a mailbox instead of system user
Thank you all. So it means the mailbox has to be assigned to either a user or a queue. Can the mail box be used(not only in plugin, but to send email in general) in CRM before it is assigned to user/queue please?
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Forum Post: Getting "ReferenceError: Sdk is not defined
Getting error on last third line @ }).call(Sdk), which is not defining Sdk, can anyone please help me... ----- "use strict"; (function () { this.tcc_EmailReportRequest = function (n, t, i, r, u, f) { function v(n) { if (n instanceof Sdk.Entity) o = n; else throw new Error("Sdk.tcc_EmailReportRequest SourceEntity property is required and must be a Sdk.Entity."); } function y(n) { if (n instanceof Sdk.Entity) s = n; else throw new Error("Sdk.tcc_EmailReportRequest ExecutingUserEntity property is required and must be a Sdk.Entity."); } function p(n) { if (typeof n == "string") h = n; else throw new Error("Sdk.tcc_EmailReportRequest Reporturl property is required and must be a String."); } function w(n) { if (typeof n == "string") c = n; else throw new Error("Sdk.tcc_EmailReportRequest BillToPersonId property is required and must be a String."); } function b(n) { if (typeof n == "string") l = n; else throw new Error("Sdk.tcc_EmailReportRequest AttachmentFileName property is required and must be a String."); } function k(n) { if (typeof n == "string") a = n; else throw new Error("Sdk.tcc_EmailReportRequest EmailBody property is required and must be a String."); } function e() { return [" ", " ", " ", " sourceEntity ", o == null ? ' ' : [' ', o.toValueXml(), " "].join(""), " ", " ", " executingUserEntity ", s == null ? ' ' : [' ', s.toValueXml(), " "].join(""), " ", " ", " reporturl ", h == null ? ' ' : [' ', h, " "].join(""), " ", " ", " BillToPersonId ", c == null ? ' ' : [' ', c, " "].join(""), " ", " ", " attachmentFileName ", l == null ? ' ' : [' ', l, " "].join(""), " ", " ", " emailBody ", a == null ? ' ' : [' ', a, " "].join(""), " ", " ", ' ', " tcc_EmailReport ", " "].join("") } if (!(this instanceof Sdk.tcc_EmailReportRequest)) { return new Sdk.tcc_EmailReportRequest(n, t, i, r, u, f); } Sdk.OrganizationRequest.call(this); var o = null, s = null, h = null, c = null, l = null, a = null; typeof n != "undefined" && v(n); typeof t != "undefined" && y(t); typeof i != "undefined" && p(i); typeof r != "undefined" && w(r); typeof u != "undefined" && b(u); typeof f != "undefined" && k(f); this.setResponseType(Sdk.tcc_EmailReportResponse); this.setRequestXml(e()); this.setSourceEntity = function (n) { v(n); this.setRequestXml(e()) }; this.setExecutingUserEntity = function (n) { y(n); this.setRequestXml(e()) }; this.setReporturl = function (n) { p(n); this.setRequestXml(e()) }; this.setBillToPersonId = function (n) { w(n); this.setRequestXml(e()) }; this.setAttachmentFileName = function (n) { b(n); this.setRequestXml(e()) }; this.setEmailBody = function (n) { k(n); this.setRequestXml(e()) }; }; this.tcc_EmailReportRequest.__class = !0; this.tcc_EmailReportResponse = function (n) { function i(n) { var i = Sdk.Xml.selectSingleNode(n, "//a:KeyValuePairOfstringanyType[b:key='emailId']/b:value"); Sdk.Xml.isNodeNull(i) || (t = Sdk.Xml.getNodeText(i)) } if (!(this instanceof Sdk.tcc_EmailReportResponse)) return new Sdk.tcc_EmailReportResponse(n); Sdk.OrganizationResponse.call(this); var t = null; this.getEmailId = function () { return t }; i(n) }; this.tcc_EmailReportResponse.__class = !0 }).call(Sdk) Sdk.tcc_EmailReportRequest.prototype = new Sdk.OrganizationRequest; Sdk.tcc_EmailReportResponse.prototype = new Sdk.OrganizationResponse;
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Forum Post: RE: Create View - Exclude contacts Not Eligible using Link Entity
Thanks Bart but would the marketing module require license. We have developed a custom Volunteer module and the will be using team member license. The view will be shared with different research teams which allows them to screen Volunteers for their study. If a volunteer is not eligible during the screening process, the status will be changed to NOT Eligible so the volunteer is filtered out from the view. Based on a business requirment we have a worflow which triggers for certain volunteers that will change the Not eligible status to Available. When this happens the volunteer reappears in the View. Since we have a custom audit entity cannot we join contact entity with audit entity in the advanced find to filter out not eligible contacts for a study? Thanks Jag
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