Hi. Thank you for working on this solution.

I have need for the solution that will work on Dynamics CRM 2015 version, please direct me to a link with the compatible solution version.

Thank you.

Expected behavior and actual behavior.

when i fill the parameters,the parameter of Email( Email record to add all the Attachments) can't look for like the step

Steps to reproduce the problem (screenshots are really usefull)

1、

2、

CRM Version - online/onpremise - WorkflowTools version

CRM 2016 8.0 - onpremise-Dynamics CRM 2016 Workflow Tools 1.0.16.1

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Rollup%20Functions.md

Tried recreating the formula as described here, but I get 0 back every time I use (value="PARENT_GUID") in the fetch xml

Am I using this wrong, or is there an error here?:)

I use Dynamics 365 Workflow Tools the custom workflow activities , very great job.
Many compliments
Just one question, when i use the activity e-Mail to Team i prepare a generic e-mail with the activity Create e-Mail e then use the Dynamics 365 Workflow Tools activity e-Mail to Team. When the workflow run why the generated e-Mail remain in the draft status e don't send to Team members.

Thank You
Marcello Tonarelli, Florence, Italy

Hi all,

I have installed the Dynamics-365-Workflow-Tools into our CRM online environment, but can't seem to get the "Force Rollup Calculation" workflow to work as I believe it should. I have a simple task, I want to store the sum of an attribute for a "child" entity in the parent entity (which is the Account entity in our case). I have the field in the Account entity created, "new_status_npd", which is a Rollup field of the sum of an attribute of a related entity (which is a custom Entity with a Whole Number attribute field). The new_status_npd rollup field is working and does recalculate, but like most people who use Rollups, I need the new_product_npd to update whenever one of the child records changes.

The task in the workflow is filled out with similar properties to the example provided with the toolkit, but...it doesn't update the parent field in a timely manner.

I don't know if I have done something wrong with the Workflow task, or I have misunderstood what the workflow is supposed to do.

Again, I am relatively new to CRM, and the task of summing up values from related records is trivial in a programming environment, but I am trying to be "code free" for my solution.

We are running the "July 2017 Update for Dynamics 365" version. I have confirmed that the Rollup field is working properly as I can click the "Recalculate" button beside the "new_status_npd" attribute on the Account form in CRM, or...if I wait long enough, it will automatically update from the system jobs.

I have attached some screenshots of my workflow, and hopefully it is a simple thing to fix.

Thanks again for your awesome toolkit! I hope we can get them working for my issue.

Expected behavior and actual behavior.

I'm trying to convert a lead to a contact.

Steps to reproduce the problem (screenshots are really usefull)

In my workflow, I receive the following error at the 'Qualify Lead' step.

Plugin Trace:

[msdyncrmWorkflowTools: msdyncrmWorkflowTools.QualifyLead]
[msdyncrmWorkflowTools (1.0.48.3): Qualify Lead]
Load CRM Service from context --- OK
LeadID=845af699-500c-e811-80cd-0e90f102a102


Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: An error has occurred. Either the data does not exist or you do not have sufficient privileges to view the data. Contact your system administrator for help.
   at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
   at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)

A screenshot of the workflow step properties.

CRM Version - online/onpremise - WorkflowTools version

Onpremise, Dynamics 2016

Hello

Microsoft just upgraded us to Dynamics 365 (13 May 2017) and function 34 (set process stage) no longer works. Error is below. Could it be that the new Dynamics no longer lets you "jump steps" in a process, without properly completing earlier steps? (the error seems to focus on: To move to the next stage, complete the required steps).

With thanks
James

Unhandled Exception: System.ServiceModel.FaultException1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: An error occurred while trying to update Business Process to Case Id = 5d4531d6-123a-e711-810a-70106fa7b0a1Exception message To move to the next stage, complete the required steps. Inner exception: System.ServiceModel.FaultException1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: To move to the next stage, complete the required steps. (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).Detail:

efa59f4e-9abd-416b-99ca-9a95f5d2b2ea
-2147220891

An error occurred while trying to update Business Process to Case Id = 5d4531d6-123a-e711-810a-70106fa7b0a1Exception message To move to the next stage, complete the required steps. Inner exception: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: To move to the next stage, complete the required steps. (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).
2017-05-16T09:20:23.4057879Z
false


efa59f4e-9abd-416b-99ca-9a95f5d2b2ea
-2147220970

Plugin Trace:

[msdyncrmWorkflowTools: msdyncrmWorkflowTools.Class.SetProcessStage]
[msdyncrmWorkflowTools (1.0.37.0): Set Process Stage]

Load CRM Service from context --- OK
ObjectTypeCode=3--ParentId=5d4531d6-123a-e711-810a-70106fa7b0a1
[Dynamics.ChangeBPFandPhase.Execute] Process stage: Awaiting Fact Find
[Dynamics.ChangeBPFandPhase.Execute] Fetching the requested Stage.
[Dynamics.ChangeBPFandPhase.Execute] Case tu update Id = 5d4531d6-123a-e711-810a-70106fa7b0a1, Name =
[Dynamics.ChangeBPFandPhase.Execute] Updating Case to Update Id = 5d4531d6-123a-e711-810a-70106fa7b0a1 Process Id = 14224ab2-df39-4b6d-a6cc-b60eaaf1ff58 | Process Name = Stage Id = d1ca2a40-562b-30c0-d530-3a914865ad2c
[Dynamics.ChangeBPFandPhase.Execute] Error while setting the active BPF. Details: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: To move to the next stage, complete the required steps. (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).

Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: An error occurred while trying to update Business Process to Case Id = 5d4531d6-123a-e711-810a-70106fa7b0a1Exception message To move to the next stage, complete the required steps. Inner exception: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: To move to the next stage, complete the required steps. (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)

2017-05-16T09:20:23.4057879Z
false

Hola Demian, estoy intentando utilizar esta función y me esta dando el siguiente error:
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: 'vta_pl_gruponet' entity doesn't contain attribute with Name = '$ 0,00'.Detail:

9329d6c0-29d1-44e8-aaa9-198ab93d25d4
-2147220891


d2p1:keyOperationStatus</d2p1:key>
<d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">0</d2p1:value>


d2p1:keySubErrorCode</d2p1:key>
<d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">-2146233088</d2p1:value>


'vta_pl_gruponet' entity doesn't contain attribute with Name = '$ 0,00'.
2017-10-21T16:20:51.2827988Z
false

[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin]
[542c4c03-1cb5-e711-8108-e0071b6eacf1: ]
Sync workflow 'Guponet - Calcular Campos P&L' terminated with error ''vta_pl_gruponet' entity doesn't contain attribute with Name = '$ 0,00'.'

He instalado la ultima versión 1.0.42.0.1
Cree 1 entidad principal P&L donde tengo campos consolidados que hace a la otra Entidad hija llamada P&L-descripcion.
Cuando cargo datos en la entidad P&L-descripcion se deberian actualizar los campos consolidados de P&L.
Cree una relación 1:n jerarquica entre estas 2 entidades.
Arme un WF que se dispara cuando se modifica o se crea un registro en P&L-descripcion para utilizar la funcion "Calculate Rollup Field"
Te paso la definicion de los parametros:

No se cual cual puede ser el problema por el cual da error la Función.

Espero tus comentarios.
Muchas Gracias.

Using latest version of Workflow tools as of today, and a 365 8.2 instance.

I've been trying to update a two option (Boolean) field on some child records, using the Update Child Records workflow action. I've tried to specify the value directly rather than referencing another field, but it always results in an error (casting type if I recall). I've tried specifying 1 & 0 as the values, yes & no, true & false, but I get the same error every time. Can anyone help with how I should configure the workflow to update a Boolean? Any help would be much appreciated!

We use CRM on premise 8.2.2 and the Workflow Tools 1.0.49.0 (also tested before with 1.0.40.0).

I made a workflow which creates an email (regarding an opportunity) out of an appointment (also regarding to the same opportunity) and add users. That works.
But then I want to add all attachments of the appointment (attachments directly in the appointment, not with "Documents" which are saved on the Sharepoint server) with "Entity Attachment To Email". And that doesn't work. I don't get any attachments in the email. In my example is one pdf file.
The sending of the mail at the end is not yet in the workflow, because not necessary to test.
The steps and the detail of the attachment step are in the screenshot below.

For testing purposes I run the workflow as an on demand workflow in the appointment.
The reason of the workflow shall be the sending of a visit report to several internal persons.

Can you please tell me if my way should work or what is wrong in my definition. Thanks!

Could not install on...

Microsoft Dynamics 365
Version 1612 (8.2.2.111) (DB 8.2.2.111) online

with error message...

Is this version not supported yet?

Si

I am utilizing msdyncrmWorkflowTools (1.0.48.2):Clone Record to Duplicate an Opportunity. I want to copy the custom sub-grid data as well. Is this possible? Best possible route to take?

-Thanks

Hi, I've instaled your solution on the latest version of Dynamics 365.
When workflow starts I get the error:

Unexpected exception from plug-in (Execute): msdyncrmWorkflowTools.CalculateRollupField: System.Exception: 10013 sinto_meetings 93655fb3-6602-e711-80fe-5065f38a3bc1 1 При обращении в службу поддержки предоставьте технические сведения.

OR

that the entity doean't have paramentr "1" or "0"

I work with a custom entity and in realtime process
Please help :)

Hey,
i've been using the Workflow tools in order to update a date in all child records of a record of mine.
The problem is that it's always updating the child records one day before the actual date in the parent record. Do you know something about it?
Appreciate the help,
Thanks in advance

Hi,

I needed a Calculate Agregate funcion for Dates, so I created my one

Here's the code if you want to include:

`
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Workflow;
using System;
using System.Activities;
using System.Collections.Generic;
using System.IO;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Xml;

namespace msdyncrmWorkflowTools
{
public class CalculateAgregateDate : CodeActivity
{
#region "Parameter Definition"

    [RequiredArgument]
    [Input("FetchXML")]
    [Default("")]
    public InArgument<String> FetchXML { get; set; }


    [Output("Value")]
    public OutArgument<DateTime> Value { get; set; }

    [Output("Ok")]
    public OutArgument<bool> Ok { get; set; }

    #endregion


    protected override void Execute(CodeActivityContext executionContext)
    {
        #region "Load CRM Service from context"
        
        Common objCommon = new Common(executionContext);
        objCommon.tracingService.Trace("Load CRM Service from context --- OK");
        #endregion

        #region "Read Parameters"
        String _FetchXML = this.FetchXML.Get(executionContext);
        if (_FetchXML == null || _FetchXML == "")
        {
            return;
        }
        
        objCommon.tracingService.Trace("_FetchXML=" + _FetchXML);

        IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();

        #endregion

        #region "CalculateAgregateDate Execution"

        string pagingCookie = null;
        int pageNumber = 1;
        int fetchCount = 1;
        DateTime date = new DateTime(1753, 1, 1);
        Ok.Set(executionContext, false);
        _FetchXML = _FetchXML.Replace("{PARENT_GUID}", context.PrimaryEntityId.ToString());

        objCommon.tracingService.Trace(_FetchXML);
        string xml = CreateXml(_FetchXML, pagingCookie, pageNumber, fetchCount);
        RetrieveMultipleRequest fetchRequest1 = new RetrieveMultipleRequest
        {
            Query = new FetchExpression(xml)
        };
        EntityCollection returnCollection = ((RetrieveMultipleResponse)objCommon.service.Execute(fetchRequest1)).EntityCollection;
        objCommon.tracingService.Trace(string.Format("Count {0}", returnCollection.Entities.Count));
        if (returnCollection.Entities.Count > 0)
        {
            if (returnCollection.Entities[0].Attributes.Count > 0)
            {
                try
                {
                    object value = returnCollection.Entities[0].Attributes.First().Value;
                    objCommon.tracingService.Trace(string.Format("Attribute {0} - {1}", returnCollection.Entities[0].Attributes.First().Key, value));
                    if (value is DateTime)
                        date = (DateTime)value;
                    if (value is Microsoft.Xrm.Sdk.AliasedValue)
                        date = (DateTime)((Microsoft.Xrm.Sdk.AliasedValue)value).Value;
                    Ok.Set(executionContext, true);
                    objCommon.tracingService.Trace(string.Format("date {0}", date));
                }
                catch (Exception e)
                {
                    objCommon.tracingService.Trace(e.ToString());
                }
            }
        }
        Value.Set(executionContext, date);
        objCommon.tracingService.Trace("Calculate Agregate Date --- Done");

        #endregion

    }
    public string CreateXml(string xml, string cookie, int page, int count)
    {
        StringReader stringReader = new StringReader(xml);
        XmlTextReader reader = new XmlTextReader(stringReader);

        // Load document
        XmlDocument doc = new XmlDocument();
        doc.Load(reader);

        return CreateXml(doc, cookie, page, count);
    }

    public string CreateXml(XmlDocument doc, string cookie, int page, int count)
    {
        XmlAttributeCollection attrs = doc.DocumentElement.Attributes;

        if (cookie != null)
        {
            XmlAttribute pagingAttr = doc.CreateAttribute("paging-cookie");
            pagingAttr.Value = cookie;
            attrs.Append(pagingAttr);
        }

        XmlAttribute pageAttr = doc.CreateAttribute("page");
        pageAttr.Value = System.Convert.ToString(page);
        attrs.Append(pageAttr);

        XmlAttribute countAttr = doc.CreateAttribute("count");
        countAttr.Value = System.Convert.ToString(count);
        attrs.Append(countAttr);

        StringBuilder sb = new StringBuilder(1024);
        StringWriter stringWriter = new StringWriter(sb);

        XmlTextWriter writer = new XmlTextWriter(stringWriter);
        doc.WriteTo(writer);
        writer.Close();

        return sb.ToString();
    }


}

}
`

Thanks a lot, Ariel

Hi,

I'm trying to use the Associate Entity option but it doesn't create an association. The workflow executes correctly and displays no errors. Do you have any suggestions as to why this might not be working?

Hi Demian,

I want to capitalize all the letters in a field (Single Line of text) no matter what text they actually put in this field. But I can't seem to figure out how to do this. I tried using the string functions, triggered as a real-time workflow on changes in that field, but I am unsure how to add all the required input lines. I am also unsure if I can capitalize the text in the same field or if I need to create a new field where I can store my capitalized 'conversion'.

Thanks for a great tool
/Thor

Expected behavior and actual behavior.

Using "Update Child Record" to update the value of an option set. Can neither:

• change it to a specific value
• nor push the value for the same option set field from the parent record to the equivalent field in the child record.

Steps to reproduce the problem (screenshots are really usefull)

Below is the current set-up my attempt to use Update Child Records, new_quotestatus is an option set, and that seems the problem, this doesn't seem to work with option sets.

I've checked to ensure the value I'm trying to update with is the same as the label and also tried using the value field from the option set. I tried updating another field to check I had got the first two fields correct (I had, it worked). I've also tried creating an equivalent option set in the parent record to try to push that through to the child records rather than explicitly setting the value. I've also tried to use a two-option field type (using No, "No" and 0) to no avail. Is this a bug or am I not using this as intended?

I can use a text field as a work around, this is really just to report this an issue.

CRM Version - online/onpremise - WorkflowTools version

Dynamics 365 - online - Dynamics365WorkflowTools_1_0_48_2_8.2

I installed version 1.0.38.0 and set up two different workflows to test the 'associate' method. It did not work in either one, with no error.
As an example of the attempt with a custom entity, I have attached two screenshots that show the Name and Relationship Entity Name of an N:N relationship between the Marketing List entity and a custom entity, and also to show the parameters I input in the workflow.
Any ideas?

Thanks for incredible solution that takes care of quite a lot of complex activities.

I was wondering if you have some plans to enhance the the capabilities with date functions.

For example: If Difference (Actual Date - Created On) >24 hours, set a flag.

Basically date functions to figure out duration and return the calculated dates/duration to perform further processing.

Please feel free to contact if you would need more information

Hi,

It seems like the "send email" workflow functionality does not support some characters. One of my clients are reporting that the workflow does not recognize the Danish letters "Æ", "Ø", and "Å" and instead insert them as "?". Does anybody have a fix for this?

Would be extremely helpful! Thanks!

Kind Regards,
Rasmus

Hi Demian,

As I said, not an issue just a question as i'm new to this.

Presumably to update I just import the new Managed Tools package again and the system just overwrites the old version?

Many thanks,

Sipowers

Is it possible to have option to change Attribute Filter 1 operator from "eq" to "gt" or other?

Please help with correct entering the picklist numbers

I have a global picklist with 11 entries with numbers from 100.000.000 to 100.000.010.
In which field should I enter these numbers ?

CRM 365 8.2 - online - WorkflowTools 1.0.48.3

Errormessage : Unexpected exception from plug-in (Execute): msdyncrmWorkflowTools.UpdateChildRecords: System.InvalidCastException: Unable to cast object of type 'Microsoft.Xrm.Sdk.OptionSetValue' to type 'System.IConvertible'.

Thank You in advance,
Harald

Hello,

I wanna use the workflow Tools to delete records, in my case automatically generated appointments.
But the "delete record" activity gives me an error message like this:
"Plugin Trace:

[msdyncrmWorkflowTools: msdyncrmWorkflowTools.Class.DeleteRecord]
[msdyncrmWorkflowTools (1.0.40.0): Delete Record]

Load CRM Service from context --- OK

Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: Unexpected exception from plug-in (Execute): msdyncrmWorkflowTools.Class.DeleteRecord: System.AggregateException: Mindestens ein Fehler ist aufgetreten.
bei Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
bei Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)
"

Does somebody know this Problem and give a solution for this?

Thanks in advance,
Marcel

Expected behavior and actual behavior.

When click on the save button, the workflow execute and change the status of the child record in another entity.

Steps to reproduce the problem (screenshots are really usefull)

The workflow if executing, but I m getting this error.

CRM Version - online/onpremise - WorkflowTools version

Dynamics 365 online , Dynamics365WorkflowTools_1_0_48_2_8.2.zip

We use CRM on premise 8.2.2 and the Workflow Tools 1.0.49.0 (also tested before with 1.0.40.0).

I made a workflow which shall close all task regarding the quote when the quote is closed.
But the closing step brings an error independant if in foreground or background.

The steps and the detail of the attachment step are in the following screenshot.

It is clear that changing the status is not a usual update and I don't know if it is foreseen in the plugin. Especially I don't know if I must update StateCode and StatusCode and if both, in which order.
I tried some ways both nothing worked.

The error in the background task is:
"Plugin Trace:

[msdyncrmWorkflowTools: msdyncrmWorkflowTools.UpdateChildRecords]
[msdyncrmWorkflowTools (1.0.49.0): Update Child Records]
Load CRM Service from context --- OK
ObjectTypeCode=1084--ParentId=20334e76-6dfb-e711-80db-005056a73cf9
RelationshipName=Quote_Tasks--_ParentFieldNameToUpdate=
_ValueToSet=6--_ChildFieldNameToUpdate=StatusCode

Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: Could not find attribute
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)"

What I also don't understand: In the background I always get the task 2 or 3 times.

Can you please tell me if my way should work or what I shall change in my definition. Thanks!

I am using the query value function to query values from a none related custom entity in a workflow which I am using later in the workflow. The function itself works fine. The workflow executes as child workflow on create or update of a customer record. The custom records are updated/created in the morning and 2000-3000 or more records can be affected.
The sandbox service stops and all remaining system jobs fail and I need to run all records manualy.
Do you know a workaround or do I simply need to rewrite my workflow by removing the Query Value function and finding a different way to handle the operation?

CRM2016 on premise, msdyncrmWorkflowTools (1.0.40.0)

The workflow fails for 1000-2000 records every morning with the error message:
Unexpected exception from plug-in (Execute): msdyncrmWorkflowTools.QueryValues: System.ServiceModel.CommunicationObjectFaultedException: The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for communication because it is in the Faulted state.

Plugin Trace:

[msdyncrmWorkflowTools: msdyncrmWorkflowTools.QueryValues]
[msdyncrmWorkflowTools (1.0.40.0): Query Values]

Load CRM Service from context --- OK
EntityName: ap_translation - Attribute1:ap_translation - Attribute2:ap_translationtype - FilterAttribute1:nov_ownerlanguage - FilterAttribute2:nov_sourcetext - ValueAttribute1:CROATIA ValueAttribute2:New
Executing Query...
error: The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for communication because it is in the Faulted state. -
Server stack trace:
at System.ServiceModel.Channels.CommunicationObject.ThrowIfDisposedOrImmutable()
at System.ServiceModel.Channels.CommunicationObject.Open(TimeSpan timeout)

Exception rethrown at [0]:
at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg)
at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type)
at System.ServiceModel.ICommunicationObject.Open()
at Microsoft.Crm.Sandbox.SandboxClientBase1.Open() at Microsoft.Crm.Sandbox.SandboxClientBase1.get_Proxy()
at Microsoft.Crm.Sandbox.SandboxOrganizationService.ProcessException(Exception e, SandboxSdkClient client)
at Microsoft.Crm.Sandbox.SandboxOrganizationService.Execute(String operation, Byte[] serializedRequest)
at System.Runtime.Remoting.Messaging.StackBuilderSink._PrivateProcessMessage(IntPtr md, Object[] args, Object server, Object[]& outArgs)
at System.Runtime.Remoting.Messaging.StackBuilderSink.SyncProcessMessage(IMessage msg)

Exception rethrown at [1]:
at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg)
at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type)
at Microsoft.Crm.Sandbox.ISandboxOrganizationService.Execute(String operation, Byte[] serializedRequest)
at Microsoft.Crm.Sandbox.SandboxOrganizationServiceWrapper.ExecuteInternal(OrganizationRequest request)
at Microsoft.Crm.Sandbox.SandboxOrganizationServiceWrapper.RetrieveMultipleInternal(QueryBase query)
at msdyncrmWorkflowTools.QueryValues.Execute(CodeActivityContext executionContext)

Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: Unexpected exception from plug-in (Execute): msdyncrmWorkflowTools.QueryValues: System.ServiceModel.CommunicationObjectFaultedException: The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for communication because it is in the Faulted state.
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)

Sorry to bother you, but I seem to be having a problem with the "Set Process Stage". I always get a "Business Process Error" when I attempt to run a workflow with the "Set Process Stage" step in it. We are running Dynamics 365 on premise v 8.2.0.749, and I installed version 1.0.38.0 of your Workflow Tools. In the configuration of the "Set Process Stage" step, I have the Record URL set of the same entity that the workflow is part of; the Business Process Flow of the same entity is selected in the "Process" field, and the Process Stage Name is the stage I want to change to. The error details do not really help, but here they are...
ErrorDetails.txt

Any ideas?

Hi,

When I attempt to import the solution into our Dynamics 365 environment, I get an error message with the below text in it.
Thanks,
Donal

The solution file is invalid. The compressed file must contain the following at its root: solution.xml,
customizations.xml, and [Content _ Types].xml. Customization files exported from previous versions of
Microsoft Dynamics 365 are not supported.

Expected behavior and actual behavior.

When I tried to clone Quote Detail records, statuscode code error appeared:

We found solution to ignore the error by putting in TRY-CATCH the update state of status and statecode in Clone Record method.

Guid createdGUID = service.Create(newEntity);
tracingService.Trace("created cloned object OK");
try
{
Entity record = service.Retrieve(entityName, createdGUID, new ColumnSet("statuscode", "statecode"));

            if (retrievedObject.Attributes["statuscode"] != record.Attributes["statuscode"] ||
                retrievedObject.Attributes["statecode"] != record.Attributes["statecode"])
            {
                Entity setStatusEnt = new Entity(entityName, createdGUID);
                setStatusEnt.Attributes.Add("statuscode", retrievedObject.Attributes["statuscode"]);
                setStatusEnt.Attributes.Add("statecode", retrievedObject.Attributes["statecode"]);

                service.Update(setStatusEnt);
            }
        }
        catch (Exception)
        {

        }

Guid createdGUID = service.Create(newEntity);
tracingService.Trace("created cloned object OK");
try
{
Entity record = service.Retrieve(entityName, createdGUID, new ColumnSet("statuscode", "statecode"));

            if (retrievedObject.Attributes["statuscode"] != record.Attributes["statuscode"] ||
                retrievedObject.Attributes["statecode"] != record.Attributes["statecode"])
            {
                Entity setStatusEnt = new Entity(entityName, createdGUID);
                setStatusEnt.Attributes.Add("statuscode", retrievedObject.Attributes["statuscode"]);
                setStatusEnt.Attributes.Add("statecode", retrievedObject.Attributes["statecode"]);

                service.Update(setStatusEnt);
            }
        }
        catch (Exception)
        {

        }

CRM Version - online/onpremise - WorkflowTools version

We used last available version downloaded from GIT hub - Dynamics 365 and 2016

From what I see under Releases, there are only unmanaged versions of the solutions.
You do not provide managed versions?
That would make it even easier to use, so that we do not handle unmanaged solutions that we "trust" you to do the development on.
For a scenario where we always have managed solutions in test/prod, and only unmanaged for the solutions we are actually working on in dev, having managed versions of third party tools would be great :)

I have the latest version of the tools installed.

I have created a workflow that triggers a Goal Recalculate after certain conditions are met on a Case entity.

The workflow triggers ok and even shows the correct Last Rollup date in the relevant Goal entity, however the rollups associated with the goal do not actually roll-up. When I use the manual Goal recalculate button however - it does rollup as you would expect.

For some reason the Goal Recalculate workflow updates the Last Rollup date correctly, but does not rollup the goals associated rollup fields.

I have set both the Goal name and the new Goal GUIDS correctly. Any ideas? Could it possibly be related to the other users rollup issue just added?

many thanks,

Sipowers

Hi,

Not a bug, just a request for some additional functionality. I think it's something you could do with a previous version of this solution.

I'd like to be able to delete all child records of a parent record without needing to delete the parent record itself. I could see a case for when a user might like to delete a subset of child records based on a query (which could be called using a combination of the field that identifies the parent record and a view perhaps?)

I do have a work around, a two option field in each child record that determines if the parent record requires it's child records to be deleted and then a bulk delete job that then deletes all of these child records based on that field. However, that has these records hanging around in the system for up to a week and further filtering on the child records in the goals that have been set-up to utilise them - not ideal.

I've not been able to find a solution for this elsewhere, if you are aware of one, please do let me know.

Expected behavior and actual behavior.

I followed the steps in the "Guide" provided here on Git, but I keep getting an error saying that I cannot cast a MM relationship to a 1M relationship. Both relationships I am trying to use are MM.

I have a three entity setup. Products (OOB) are M:M to Product Properties (Custom). Product Properties are M:M to Customer Asset (OOB). Products are 1:M for Customer Asset (OOB relationship, on OOB records)

basically I am trying to pull the Product Properties that are associated with a Product, and clone them to the Customer Asset when it's created. I am attempting to leverage the MM relationship between Products and Product Properties to tell the WF which child records to clone.

Error is as follows:

Here is the config of the WF/Clone Children Step:

And here is the relationship I am using in this current iteration (using Product: Product Properties, MM, to locate the child records):

I've also tried to use the relationship between Customer Asset and Product Properties, but that gives me the same failure. Here is that relationship, but this would really be the 'target' relationship, not the 'source' relationship.

Steps to reproduce the problem (screenshots are really usefull)

I believe I have provided all of this above.

CRM Version - online/onpremise - WorkflowTools version

D365 - Version 1612 (9.0.0.3292) (DB 9.0.0.3292) online

Hi ,

#The deep link generated is not working on Android phone.It is only working on IOS.The generated link is showing as link on mail client of IOS.
In other mail clients, it is showing as text form.

We have generated the deep link by passing the Dynamic Record URL . The link gets generated but is not accessible.

CRM Version - D365 8.2 - Onpremise

  WORKFLOW VERSION- Dynamics365WorkflowTools_1_0_46_0_8.2_managed

Could you please provide resolution on priority

Expected behavior and actual behavior.

• Unable to install Dynamics365WorkflowTools_1_0_48_2_8.2.zip solution on Development Environment.
• Working correctly utilizing Dynamics365WorkflowTools_1_0_48_2_target_CRM_8.0_managed.zip on the Live Environment
• Development Environment is a fresh install and does not have any version of Dynamics365WorkflowTools installed.

Steps to reproduce the problem (screenshots are really usefull)

Installing Solution on Development Environment

Error on Import

Import has encountered an error and has been canceled. Your system has been restored to its original state. An error occurred while importing Plugin Types.

Development Environment Version

Log File Error

Plugin   Types import: FAILURE. Error: Plugin: msdyncrmWorkflowTools,   Version=1.0.48.2, Culture=neutral, PublicKeyToken=416e876b9bee261e of   PluginTypeName: Microsoft.Crm.Entities.PluginType and PluginTypeNode:   System.Xml.XmlElement caused an exception.

Live Version Running

CRM Version - online/onpremise - WorkflowTools version

Tried on the links below; currently not working on the on Premise 8.2 environment.

Dynamics365WorkflowTools_1_0_48_2_8.2.zip
Dynamics365WorkflowTools_1_0_48_2_8.2managed.zip
Dynamics365WorkflowTools_1_0_48_2_target_CRM_8.0.zip
Dynamics365WorkflowTools_1_0_48_2_target_CRM_8.0_managed.zip

Any assistance would be greatly appreciated.

Can I use Associate Entity in a Lead workflow to set the Parent contact of a lead? I am able to get the Record URL of the Contact I want to reference using Query Values. Using that Record URL, does Associate Entity work for 1:N parent relationship or is there another way of doing this?

The documentation says:
FieldName: The Rollup field schema name of the parent entity.

It should probably state:
FieldName: The Rollup field Name of the parent entity.

This is because if you put in the schema name it fails, you must put in the "Name" of the field.

Thanks much for the great utils!

Drew

Hi Demian!

I try to change Property Instance (dynamicpropertyinstance) field values (e.g. valuetext) from workflow on Order Product (salesorderdetail) using Update Child Records step.

...and get error:

Plugin Trace:

[msdyncrmWorkflowTools: msdyncrmWorkflowTools.UpdateChildRecords]
[msdyncrmWorkflowTools (1.0.40.0): Update Child Records]
Load CRM Service from context --- OK
ObjectTypeCode=1089--ParentId=6549c1de-156a-e711-80d9-005056b37a5c
RelationshipName=SalesOrderDetail_Dynamicpropertyinstance--_ParentFieldNameToUpdate=
_ValueToSet=Text--_ChildFieldNameToUpdate=valuestring

Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: An unexpected error occurred.
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)

Using Parent Field Name options instead Value to Set throws the same error.
Clarify please, what am I doing wrong.

Also, it will be nice if the filter options for child records will be provided (aka FetchXML).

Best regards!
Firat Vakiliev

Is it possible to increase the field size to possibly a multi line text field or larger than 2000 character input?
I have a large FetchXML request with many conditions that doesn't fit into the current input.

Thanks

I have an Entity set up called Web Page. I have a N:N relationship set up between Web Page and Web Page entity "dbc_adx_webpageadx_webpage_hottopics".
When I create a Web Page, I want it to be linked to another Web Page.
On the WebPage I create, there is a field that holds the Web Page I want to create the N:N relationship with.
The workflow is set up as below;
Relationship Name - dbc_adx_webpageadx_webpage_hottopics
Relationship Entity Name - dbc_adx_webpageadx_webpage_hottopics
Record URL - (DynamicURL of the Web Page I want to LINK TO)

Workflow is running as successful but the relationship isn't creating.

Hey Everyone.

I am using the "Clone" feature to clone Conferences that share much of the same data but ignore some fields that need to be changed year-by-year. However, if I follow the guide on here and put fields I want to be ignored (listed by Schema name), they still show up on the copied record. I am wondering if I am doing this right or getting what I expect when I think "Ignore".

Should the fields I don't want to be cloned to the new record be put there? Should they be blank on the new record, as I would expect? Is it right to use the schema name? I tried just doing one field and it did not work, either.

Managed version of the package, used in D365 Online, version 8.2.

Hi,
what if use a previev crm 9.0 from ms and need to have a version for this?

It would be great to have a choice of secure encryption options. MD5, published in 1992, is no longer considered secure and SHA-1 has been deprecated by Microsoft. SHA-2 (256/512) and SHA-3(256/512) would be great to used to secure data in D365. In fact, to meet some US government requirements, a company must use a specific encryption method like SHA-2. I would keep the MD5 as an option, since existing data would need to be upgraded to a secure method of encryption.

Here is some info on SHA-3 hash:
https://keccak.team/index.html

When using the geocoding workflow activity, if the postal code is included in the workflow activity parameter "Address," "0" is returned for both latitude and longitude.

Steps to reproduce:

1. Enter address
   
2. Run Workflow without zip code removed from input parameter (see screenshot below). Lat/Long is returned
3. Run Workflow with zip code included. Lat/Long of 0 is returned

Parameter: {Address 1: Street 1(Account)} {Address 1: City(Account)} {Address 1: State/Province(Account)} {Address 1: ZIP/Postal Code(Account)} {Address 1: Country/Region(Account)}

Parameter: {Address 1: Street 1(Account)} {Address 1: City(Account)} {Address 1: State/Province(Account)} {Address 1: Country/Region(Account)}

Hi Demian,

I have a question about the "Update Child Records" tool. Can I include a condition so that it only attempts to write to open records?

e.g. I update a field on a contact and want to update all open child cases, or I update a field on an account and want to update all open child opportunities.

I performed a test for the first example above, it updated the first child case, then it failed at the second child case (which was resolved), then it hung and the remaining child cases didn't get updated. Is this expected behavior?

Expected behavior

Would be that it skips records it cannot update, and actual behavior is that the workflow hangs when it reaches an uneditable record (it seems).

Steps to reproduce the problem (screenshots are really usefull)

1. Created 1 contact with 4 open child cases
2. Ran workflow with Update Child Records and all 4 cases were updated.
3. Resolved the 2nd of the cases (looking at the database)
4. Ran workflow with Update Child Records and the 1st case was updated, then the workflow stayed in a Waiting state with the message "This case has already been resolved. Close and reopen the case record to see the updates." The remaining 2 open cases were not updated.
5. Reactivated the 2nd case and resolved the 3rd case.
6. Ran workflow with Update Child Records and the 1st and 2nd cases were updated, then the workflow stayed in a Waiting state with the message "This case has already been resolved. Close and reopen the case record to see the updates." The remaining 1 open case was not updated.

CRM Version 8.2 - onpremise - WorkflowTools version 1.0.48.3

Our environment is using Dynamics 365 Workflow Tools 1.0.35.0 but suddenly we receive errors
tried to import latest version but failed
Any help will be appreciated

The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running.&#13;&#10;System.ServiceModel.EndpointNotFoundException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #95393350
2018-01-28T07:07:49.0535869Z
false


ce809b5e-bc49-47d6-9e7f-79e11dd8bffa
-2147220970

Plugin Trace:

[msdyncrmWorkflowTools: msdyncrmWorkflowTools.QueryValues]
[msdyncrmWorkflowTools (1.0.35.0): Query Values]

I have created two custom entities; event and event participant to test if the workflow is useful to associate an event and a contact directly (N:N). I have created two workflows:

1. 1. That triggers on the event participant creation and copies the URL of the event and insert the value into a single text line field with URL format on a associated contact, 2) triggers the second worklow.
2. Runs on the contact with the custom command made by you. It uses the Event URL from the field on the contact.

Everything seems to be running fine and both workflows are completed. However, no action seems to happen then the custom command of associating the N:N is called:

The URL of the event in the field on the contact is correct and opens when clicked.

The test environment is a Dynamics 365 version 9 online trial. Workflow version: 1.0.37.0.

We have Dynamics 365 (8.2) and encountering the following error when trying to import the solution "Dynamics365WorkflowTools_1_0_38_0.zip":

<Cell ss:StyleID="s137" name="ErrorCode"> <Data ss:Type="String">0x80048012</Data> </Cell> <Cell ss:StyleID="s137" name="ErrorText"> <Data ss:Type="String">Plugin Types import: FAILURE. Error: Plugin: msdyncrmWorkflowTools, Version=1.0.37.0, Culture=neutral, PublicKeyToken=416e876b9bee261e of PluginTypeName: Microsoft.Crm.Entities.PluginType and PluginTypeNode: System.Xml.XmlElement caused an exception.</Data> </Cell>

I'm attaching the full importlog as well (it's xml, but had to give it a txt extension for the attachment to be accepted).

Thanks so much, I'm looking forward to using this solution!

importlog_Dynamics365WorkflowTools_1_0_38_0.xml.txt