Missing privilege for editable grids

In one of our last projects we used an editable grid from Microsoft, but had a strange issue.
Read here how we detected and identified a missing privilege for editable grids.

Issue

During testing with an user account we found that the editable grid for a custom entity does not render. For admins is all fine.
This is how it should look.

Missing privilege for editable grids

This what it actually was.

Missing privilege for editable grids

Analysis

First thing we’ve checked was whether someone has changed the form rendering mode because editable subgrids don’t work on legacy forms. But it was still correct set.

Also we checked the known editable grids limitations for fields from related entities, the state field, partylists, customer and composite fields. But there was no such field in the view.

Further we’ve checked the users security roles. They have a custom role, but it includes all privileges for the parent and child entity.

Next we proved what happens when we remove the editable grid control and use the read only version instead. As a result, everything was ok in the read only grid.

Now I had a look at the browser console and found an error . . . a few times.

Missing privilege for editable grids

As desperation act we gave the user the default sales person security role and were surprised that now everything worked fine.

Identify the missing privilege for editable grids

We compared the two security roles and identified the “prvReadRole” as origin of the issue.
It was set to “None Selected”. I assume it is needed by the editable grid control the check if the user has all necessary privileges to edit the records in his security roles.

Missing privilege for editable grids

 


How to load Javascript from a webresource

Imagine an usecase where you can dynamically load a Javascript from the CRM webresources because it doesn’t need to be loaded on every single form load. Perhaps a polyfill to add missing browser functions or a Javascript library like jQuery. Here it is…

My personal usecase was to add a promises polyfill to the Internet Explorer. So, if you combine this post, my post about “Internet Explorer and promises” and you have a promises polyfill in your CRM webresources, you can use promises and do only load the polyfill in case the browser doesn’t support it.

 


Empty pipelinephase on opportunity quickcreate

You all know the most common usage of the pipelinephase field of an opportunity. It’s the sales funnel chart in sales dashboards.
By default the pipelinephase field is filled with the number of the current business process, followed by its name. But sometimes it stays empty. You can imagine how unhappy the sales guys are about that.

What I found out

It depends on how you create the opportunity. If you create an opportunity through the quickcreate feature, where it does not matter if you use the global “+” sign or the contextual “+” sign of a subgrid to create it, the pipelinephase field will not be filled until you step further in the next phase.

Workaround

Build an asynchronous workflow on opportunities that is triggered on create and fills the pipelinephase field if it is empty.

Below you find a solution to download that contains this workflow. It takes dynamically the phase name of the current business process. It is also an ondemand workflow, so that you can run from a view or advanced find that shows you all open opportunities with an empty pipelinephase field.

Issue reporting

There is already an proposal on CRM-Ideas for this issue. You can find it H E R E. It is already 9 month old and has only 4 votes. My appeal to you, follow the link, sign in and vote for it. The more votes it get, the higher is the attention from Microsoft.

 


ImportSequenceNumber field in Dynamics 365

Today I stumbled over the meaning and purpose of the “ImportSequenceNumber” field in Dynamics 365 (or Dynamics CRM, If you have not got used to it like me).

The ImportSequenceNumber field itself

It’s an integer field that is reachable through the field list in a solution. It is searchable but you are not able to add it to a form.

ImportSequenceNumber field in Dynamics 365

ImportSequenceNumber purpose

Every import in Dynamics 365 is numbered with an ascending number which is globally stored in the “Organization.CurrentImportSequenceNumber” attribute. Every record created during an import gets this number as value for the ImportSequenceNumber field.
By this way Dynamics 365 can show you all records that are created during an specific import or let you delete all records created by an import.

ImportSequenceNumber field in Dynamics 365

 


CRM 2016 and Firefox 49 issue with notes

Since a few weeks I hear from more and more CRM users that their CRM notes have disappeared. They are all using Dynamics CRM 2016 (Online or Onprem) and Firefox. Other combinations are currently not affected. So it must be an CRM 2016 and Firefox 49 issue with notes on how Firefox retrieves the notes or displays them.

Analysis

You can very quickly see that it is “only” a display problem when you opening the same CRM record with two different Browsers.

on Firefox 49

CRM 2016 and Firefox 49 issue with notes

on Chrome 54

CRM 2016 and Firefox 49 issue with notes

But, what happens? To find this out we have to deep dive into the CSS styling of CRM.
The Firefox developertools show us that Firefox has calculated “transparent” as color for the notetext.

CRM 2016 and Firefox 49 issue with notes

A look into the CSS source file shows us what Microsoft has defined as color.

CRM 2016 and Firefox 49 issue with notes

Exkurs: CSS coloring
Colors in CSS can be specified by the following methods:

  • HTML color names (140 named colors are available)
    {color: Aqua;}
  • RGB colors
    {color: rgb(0, 170, 255);}
  • RGBA colors
    {color: rgba(0, 170, 255, 0.5);}
  • HSL colors
    {color: hsl(200, 100, 100);}
  • HSLA colors
    {color: hsla(200, 100, 100, 0.5);}
  • Hexadecimal notation of RGB colors
    {color: #00AAFF;}
  • Hexadecimal shorthand notation of RGB colors. The browser doubles here every digit.
    {color: #0AF;}

CRM 2016 and Firefox 49 issue with notes

Now it is clear to you that Microsoft uses the hexadecimal notation, but not if it also wants to use the shorthand notation. Browsers until now ignored the fourth digit and interpreted it as shorthand notation and calculated #000000 (Black) for the note text. Till now we are talking about an inaccuracy that nobody has disturbed.

Firefox 49 Release Notes from September 20, 2016 – SOURCE
Excerpt: “Added support for specifying colors with an alpha channel using 4- and 8-digit CSS hex color values (#RRGGBBAA and #RGBA)”

BAM! There is the problem. Mozilla introduces the hexadecimal and hexadecimal shorthand notation of RGBA colors
Starting from Version 49, Firefox interprets Microsoft’s inaccuracy as an #RGBA value and calculates #00000000 from it what is black with 0% opacity as result.

Solution

The solution can only be delivered by Microsoft and is already included in Dynamics 365 (CRM V8.2). So I think it will be also fixed within the next update for CRM 2016.

Workaround

Instead of telling you to avoid Firefox until Microsoft provide a fix, I created a small script that corrects the color attribute for the notes. I know, it’s unsupported.

Drag and drop the “CRM Notes Firefox Fix” button on your Firefox bookmark toolbar to use it as bookmarklet. Click it each time you don’t see notes on CRM.

 


Enhancements to Sandboxes

Today I get E-Mail where Microsoft announces that Dynamics CRM Online gets tomorrow enhancements to Sandboxes. The new features have already been announced during the Carina beta programm and now the get rolled out. Below I will paste you the details Microsoft has send with this E-Mail.

Enhancements to Sandboxes


We are pleased to let you know there are future enhancements to Dynamics CRM Online Sandbox instances!

What is a Sandbox instance?
A Sandbox instance is any non-production instance of Microsoft Dynamics CRM Online. Isolated from production, a Sandbox instance is the place to safely develop and test application changes with low risk.

How should I use a Sandbox instance in my environment?
You should always use Sandbox instances when you test new functionality, such as a product update, a new add-on solution, changes to a form, or any customization you may include. You will be able to schedule your Sandbox instance to be updated prior to your production update, allowing you to test first.

What’s coming in regards to Sandbox instances in CRM Online 2015 Update 1?

  • Switching an instance enables administrators to easily change the CRM Online instance type:
    • Switch to production – ability to change an instance from Sandbox to Production
    • Switch from production – ability to switch an instance from Production to Sandbox
  • Deleting a Sandbox instance provides the ability to remove an existing sandbox when it is no longer needed:
    • Delete allows you to recover sandbox licenses and storage
    • You must switch production instances to sandboxes before you can delete them.
  • Enhancements to instance reset provides the ability to change your base language and currency during the reset. This allows you to use a single sandbox for testing across many different languages or currencies.

Outage duration: 0 minutes

 


Integrate Social Listening in Dynamics CRM Online

About two years ago, Microsoft has acquired the Swiss startup “Netbreeze” and integrated under the name “Microsoft Social Listening” in the Dynamics world. With the Wave Spring 15 Update the tool was renamed again in “Microsoft Social Engagement“, you do not only hear your customers, now you interact with them.
Social engagement is a pure online service and is available as a Standalone Version or for Dynamics CRM Online customers free of charge with a minimum of 10 CRM Professional licenses.
I will now show you how to integrate Social Listening into Dynamics CRM Online. Notice that the connection with Dynamics CRM OnPremise works differently.

Dynamics CRM Configuration

Requirements for linking the two services are:

  • Both services are in the same Online Services Tenant.
  • The users have a licence for both products.
  • At least Dynamics CRM Online 2013 (V6.0), that should already apply to all CRM Online customers..
  • The users have the URLs from both services in the local Intranet Zone.

Built in a form

In the “Insert” tab of the form editor, you will find the item “insights from social media”. This you could also add multiple times to the fomular.

Configuration for a single record

Unfortunately, both services are not so closely linked together that automatically the correct data is pulled, therefore you have to say what you would like to see for which record. “Configuring insights from social media” click on it.

Built in a Dashboard

The configuration for Dashboards works similarly to the configuration in the form editor.

Good to know

Should you have multiple CRM instances in the same tenant have one, you can also connect them with your Social Listening instance.

Reset the integration

The settings you have made in your records and dashboards can you easily resetet globally. Simply going back “Microsoft Social Listening configuration”.

 


Dynamics CRM Bookmarklets V2

About a half year ago, I’ve shared my Dynamics CRM Bookmarklets collection with you. Currently the collection has been reworked several times and the number of Dynamics CRM Bookmarklets Sammlung has been nearly doubled. I was influenced particularly with the new ideas for the bookmarklets by Jukka’s ‘CRM Navigation Hacking’ and Markus ‘Find Dependencies for Uninstalling Solutions’.

Compared to my first “Dynamics CRM bookmarklets” article, the display format has changed. Mainly because the implementation was not working clean as a hyperlink. In addition, some functions were still packed in an anonymous function.

Do you want to use one of bookmarklets, you just need to creat any bookmark in the bookmark toolbar of your browser and you change the URL to “javascript: (function () {…” and everything after the line comes from.

If you work with several browsers and want to your bookmarks synced in all of them I can recommend you Xmarks.

Updates!

  • 2017-09-21: added “open record by id”
  • 2017-09-21: updated “update view”
  • 2015-07-19: added “new solution” and “open default solution”
  • 2015-04-26: added “open perfomance center”
  • 2015-04-19: added “update view”
  • 2015-04-15: added “clear localStorage” and “clear seesionStorage”

Should you have own ideas or bookmarks that I have not covered here, you can send me them very gladly.

 


E-mail tracking with custom email fields

Anyone who has ever worked with the Dynamics CRM for Outlook client, is familiar with the procedure of email tracking. You press the “Track” button and the CRM client creates on an e-mail record on the CRM server which again resolves the recipient and sender addresses, and linked to the corresponding records. But what if I want to same more e-mail addresses?

Are e-mails tracked when the e-mail adress is noted in a custom field?

The entity “Contact” has by default already three e-mail address fields. So, I’ve created a custom field as the fourth e-mail field.

When creating your own e-mail address field, it is important that chooses the “e-mail” format. So the CRM know that it can search here for e-mail addresses. By the way is then performed a validation in this field and the e-mail address is formatted as a mailto link, so that your email client will directly open when you click it.

new email field for contact

Next, I’ve created a contact record with four different e-mail addresses and wrote them a message to them and tracked it.

Conclusion to E-mail tracking with custom E-mail fields

In the following screenshot you can see that it works perfectly. All present and the new e-mail address field are actually assigned only by tracking to the contact, to set a regarding was not necessary.

contact with four mail addresses