Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I wrote some code in c# and it is called from Microsoft Dynamic Crm 2015 on my company server. I have a "Downlaod" button on a Crm form. When i press this button, it fires the code under the mvc project controller function which is in Crm server machine. It opena an Excel template in this server and gets info from Crm database. When it gives this form to the calling client user, it translates it to pdf and gives the pdf form to the client user. The code does not write anything to the excel file which is used as an template. My problem is when i enter to the server as crm admin using Rdp, the code executes perfectly and give the pdf to the client user. However , when i close the rdp , the code does not work. I looked to the dcomfig from the sevrer the everything is okey. How can i solve this problem. Can anyone help me please.
Just to clarify. Do you have to download PDF file in the server or in the browser where user opened CRM form? and if you are not writing anything from excel template why use it? instead if you need to set some config values why can't you use a config custom entity and get the values?
Note: In case my answer helped you. Kindly mark it as verified.
Pavan Kumar Garlapati
Follow my Blog: https://pavankumargarlapati.wordpress.com
I have to download PDF file in the server or in the browser where user opened CRM form. I use the excel template.Sometime the sigantures can be changed. Instead of use hard code. I use the template. The code seems to be write to the excel cells but exactly not writing. In the end, the code gives pdf to the user. My porblem is without the rdp of the admin user of crm which that connected to the crm application server, the code fails to run. How can i achiece this problem.
How is your code initiated after the user clicks the button ? If Component Services (COM+) is used, then it may be that the user does not have launch and activate permissions on the component
After the user presses the "Download" button, the id of the form is sent to the mvc application controller function. Teh function opens the template, initalize the excel code and creates the pdf. The pdf then is given to the user who presses the "Download" button.
using Excel = Microsoft.Office.Interop.Excel;
Excel.Application MyApp = null; Excel.Workbook MyBook = null; Excel.Worksheet MySheet = null;
MyApp = new Excel.Application(); MyApp.Visible = false; MyBook = MyApp.Workbooks.Open(fileName); MySheet = ((Excel.Worksheet)MyBook.Sheets);
ref MySheet, "AB:2", talep.Tarih.Date.ToString("dd/MM/yyyy")
MyBook.SaveAs(newTempFileName_ + ".xlsx");MyBook.ExportAsFixedFormat(Excel.XlFixedFormatType.xlTypePDF, newTempFileName_ + ".pdf", Excel.XlFixedFormatQuality.xlQualityMinimum, true, true, Type.Missing, Type.Missing, false, Type.Missing);
. it goes like this
Business Applications communities