I created a new custom entity, but it is not showing up in entity list of lookup block.
Connection is created successfully, but the latest customization are not pulled I guess. I waited for a day though.
What should I do to see a new custom entity in the list from lookup block of Maps?
On Tibco (Scribe) when you connect Dynamics crm enviornemnt, under Connection, there is small gear (settings) setting gear you can reset metadata, clicking it shall refresh your metadata.
Please see below Image for Refrence.
Related
I want to add validation before Team entity deletion. In order to do that, I need to add Pre-validation plugin step for the Delete message and Team entity.
Nevertheless, when I'm trying to do it via the Plugin Registration Tool, I'm getting an error:
Invalid Entity Name
Invalid Primary Entity or Secondary Entity specified. Please re-enter the data.
Here is the data I'm filling in the Register New Step:
Message: Delete
Primary Entity: team
Secondary Entity: none
Run in User's Context: Calling User
Execution Order: 1
Eventing Pipeline Stage of Execution: Pre-validation
Execution Mode: Synchronous
Deployment: Server
I'm using Microsoft Dynamics CRM 2011.
I could not find any explanation for that. What I'm asking is:
What is the reason for that?
What is the intended way of applying custom validations during the deletion of the Team entity?
That's because Delete Message for Team Entity in CRM 2011 is not supported
Whereas when you look for CRM 2016 and above Team Entity does support delete Message
Summary: CRM 2011 Team Entity does not support Delete Message
It is possible to enable registering the plug-in by updating the corresponding SdkMessageFilterBase record.
Connect to your DB server.
Navigate to your %ORGANIZATION_NAME%_MSCRM DB.
Run the script:
SELECT
[dbo].[SdkMessageFilterBase].[PrimaryObjectTypeCode],
[dbo].[SdkMessageFilterBase].[CustomizationLevel],
[dbo].[SdkMessageFilterBase].[SecondaryObjectTypeCode],
[dbo].[SdkMessageFilterBase].[IsCustomProcessingStepAllowed],
[dbo].[SdkMessageFilterBase].[Availability],
[dbo].[SdkMessageFilterBase].[SdkMessageId],
[dbo].[SdkMessageFilterBase].[IsVisible]
FROM
[dbo].[SdkMessageFilterBase]
INNER JOIN [dbo].[SdkMessageBase]
ON [dbo].[SdkMessageFilterBase].[SdkMessageId] = [dbo].[SdkMessageBase].[SdkMessageId]
WHERE
[dbo].[SdkMessageBase].[Name] = 'Delete' AND
[dbo].[SdkMessageFilterBase].[PrimaryObjectTypeCode] = 9 -- Team entity code is 9
Check the result. If IsCustomProcessingStepAllowed field is set to 0, it is preventing you from registering the plug-in step.
Update IsCustomProcessingStepAllowed to 1 to be able to register custom plug-in step.
This solution worked for me.
Articles describing such solution:
Enabling plug-in for Change Business Unit and Change Manager for systemuser entity
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
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?
Goal:
Show total sum of Activity entities related to Project entity in a form field named Total Activities in Dynamics CRM 365
Following these guys, for our Project entity's form edtior, we've created a normal Whole Number field named Total Activities.
As suggested in the blog, we've Created a workflow process to run on Activity entry entity:
with a name Activity counter:
which will be activated as a process when
Record is created
Record status changes
Record is deleted
We've reached to Step Properties:
The blog says the following:
In the Update Event step, increment the attendee count by 1, and the Total Revenue (Event) field by the Fee field from the Registration record.
We're not able to see that Event step thing anywhere in the process editor.
How to get to the following screen?
Use rollup fields
In Microsoft Dynamics 365, rollup fields are designed to help users obtain insights into data by monitoring key business metrics. A rollup field contains an aggregate value computed over the records related to a specified record, such as open opportunities of an account. Also, you’ll be able to aggregate data from the activities directly related to a record, such as emails and appointments, and activities indirectly related to a record via the Activity Party entity. In more complex scenarios, you can aggregate data over the hierarchy of records. As an administrator or customizer, you can define rollup fields by using the customization tools in the Dynamics 365 Web application, without needing a developer to write code.
The steps you are following are for Real-Time Workflows. You should UNCHECK the "Run this workflow in the background (recommended)" checkbox in order to see the the Update Event Steps. The items in the red square box are the Update Event Steps
We're building a system that is tightly integrated with a clients CRM install, and need to have a callback fired when an entity is updated, created or deleted. This callback will ideally send the entity name and id to an external service via a HTTP get request.
I've not found any docs online that help - can anyone point me in the right direction?
You're looking for plugins: http://msdn.microsoft.com/en-us/library/dd393295.aspx.
You can register a plugin on Create, Update, Delete, etc. of an entity, and then run any custom code you'd like. You'll definitely have access to the entity name and the id, as well as fields that were updated, information on the user who initiated the call, etc.
Just know that in MSCRM 3.0 & 4.0, plugins run outside the actual database transaction, so it's possible the event could fire in CRM, but the plugin fails and the event still goes through. In MSCRM 2011, they run inside the transaction, and can stop the CRM event from happening if need be.