I upgraded from 2016 on-premise to 365 on-premise. On my cancel order button I have Mscrm enable rules that showed me my button with no problem(2016). but now (365) my button is hidden and I get False from mscrm Enable rule.(shown in the pictures add.)
how can I find out why I get the false from that rules
2 if I delete these enable rules will it harm the cancel functionality ?
Related
I'm using mscrm 2016 on-premise and I want to add a custom notification when I edit in bulk, I added my notification to my plugin with :
throw new InvalidPluginExecutionException
but I got a generic crm alert, is there an option to add my exception ?
I have an use case where the addin should be enabled on specific machines instead of all the machines automatically.
Does bt:Url field in manifest.xml support that ?
If the Url is unreachable, mail should be allowed by default instead of being blocked (which is the default response from Outlook)enter image description here
Is there any way to do this ?
There are several ways to bridge the gap (solutions for your scenario):
Administrators can disable the on-send policy by ensuring the user's group policy setting Block send when web add-ins can't load is set to Disabled. To manage this policy setting, you can do the following:
Download the latest Administrative Templates tool.
Open the Local Group Policy Editor (gpedit.msc).
Navigate to User Configuration > Administrative Templates > Microsoft Outlook 2016 > Security > Trust Center.
Select the Block send when web add-ins can't load setting.
Open the link to edit policy setting.
In the Block send when web add-ins can't load dialog window, select Enabled or Disabled as appropriate then select OK or Apply to put the update into effect.
In the onSend event handler you may detect the mailbox or call an external web service which can give the answer whether to run your workload for a specific user / mailbox or not. Following that way you will be able to run your stuff for particular users only.
Read more about that in the Install Outlook add-ins that use on-send artice.
Would Smart Alerts (in preview) help you achieve your goal here?
Note, you can specify SendMode option in the manifest for a Smart Alert. There are three options available - PromptUser, SoftBlock and Block. With the SoftBlock option, if the add-in is unavailable (for example, there's an error loading the add-in), the item will be sent.
I am using Dynamics 365 Online Trial. I have a requirement to trigger a plugin when the user is disabled/enabled in CRM. So I have created the plugin and registered the same in User entity SetState and SetStateDynamicEntity messages but the plugin is not triggered.
Plugin Registration Steps:
Message: SetState & SetStateDynamicsEntity
Entity: systemuser
Event: Post-Operation
User records have been Enabled/Disabled in CRM (through O365) but the plugin is not triggered.
Also tried with update message plugin for the same requirement, but that is also not triggering the plugin.
Updated Plugin Registration Steps:
Message: Update
Entity: systemuser
Event: Post-Operation
Filtering Attribute: All Fields
Image: Pre Image
Any help would much be appreciated.
You are on the right track to be using the Update message, as the use of SetState is deprecated (as far as I know).
You might find this article interesting. It states:
When update requests are processed that include both state/status
fields plus other standard fields, workflows registered for the Update
message execute once for all non-state/status fields, and then once
for the state/status fields. Workflows registered for the Change
Status step continue to be triggered by updates to state/status
fields.
However, users may be a little different as they have the isDisabled field. Maybe try filtering the trigger to just that field. And if that doesn't work, try triggering on a "regular" field just to make sure that you plugin can fire on the Update message.
Full disclosure: I have never had to write a plugin that fires on disable of a user.
However, since it does not seem to be firing when filtered down to isDisabled, I checked to see if an OOB workflow could trigger on that field. It is missing from the selection dialog, so apparently not:
You might want to get a Microsoft support ticket going to see what they say, but in the meantime, perhaps register it to trigger on ModifiedOn, with a pre-image and check for yourself whether isDisabled changed.
We also experienced this issue, we were unable to achieve the plugin route.
Then we did a workaround scheduled job (to run every 24 hours) with SSIS + Kingswaysoft package to query the disabled users.
This system user status change is not getting trapped in Dynamics platform as we are not sure how the O365 changes like license removal or AD changes like account removal is getting replicated into Dynamics platform.
You can try registering a plugin on Update of userlicensetype is SystemUser entity
I am trying to find a way to disable/turn off the "View Alerts" notification that appears when I launch CRM. Our CRM instance does not have the sales module installed (we do not use it) and the users do not use the outlook client.
As a result, when they click on "view alerts", nothing happens. It has been requested to suppress this notification completely. Is there someway I can do this? This is an online instance.
View Alerts notifications coming from the core entity called Trace for server side sync failures. Try to remove the privileges (Read) for your users security role on this entity under core records tab.
Read more
Outlook client/App for outlook notifications & some other similar can be suppressed from system settings.
Reference
CRM 2016 introduces a new feature: Save and Route (an Incident). The new Save & Route button combines the multiple steps required in earlier versions of CRM.
Now I want to perform programatically this action (for an incident also) either in js or in custom activity based on some conditions.
Any pointers to show me how can I do that?