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 ?
Related
We have Twilio Flex running in a Channel Integration Framework (CIF) panel embedded in Dynamics CRM. Using CIF it is possible to interact with Dynamics CRM from Twilio Flex, and it is possible for Twilio Flex to listen for CIF events coming out of Dynamics CRM.
For instance, the standard phone number field button on CRM raises an 'onclicktoact' CIF event through the framework, which can be captured in the Flex panel to start outbound calls in Twilio Flex.
However, during a call in Twilio, we require to update the call context in Twilio with information coming out of CRM - e.g. the CRM ID of a new record being created, or details on changes to an existing record.
How do I raise a custom 'onclicktoact' event in Dynamics CRM through CIF to make Twilio aware of changes happening in Dynamics CRM? Is it possible to raise such an event in JavaScript on a button in the ribbon within Dynamics CRM?
The best thing to do is, create a PCF control to include a custom textbox + phone icon button similar to OOB phone field control and implement the CRM context aware click-to-dial to CIF panel.
I am aware, that is how Solgari (a Microsoft CIF partner) implemented it. Read more
I have a process which triggers when a case is assign, the process send an email to the case owner with the content of the case which also include a dynamic link to the case assigned. I could achieve it in CRM 2011 however I don't see any option to insert dynamic link in CRM 365. Any help on this would be really appreciated.
Using template in workflow does not have this hyperlink option, but direct Email message will have.
Refer this community discussion for the different implementation ideas.
Dynamics CRM OOB does not support adding Record URL (Dynamic) to email template!
There is workaround, by adding a new custom field to the case entity, then create a workflow to fire on case create which updates the new field to be a Record URL (Dynamic), then simply add this field to your email template and attach the email template to your workflow
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
I am working on workflow to approve journal batch .
I have an error message :
You must define a table relation between all records used in events Microsoft dynamics NAV 2016 .
I already define all the step window (event-condition-response) smtp window , notification window ,job queue.
I just enabled the workflow and the message error occur.
Could you give me advice.