Connection to MS CRM Online?
is it possible to connect to microsoft dynamics crm online so I can create crystal reports out of there? Thanks!
Denny
Hello Denny,
Please follow this information...
Microsoft's dynamics CRM online supports the CRM fetch protocol (XML based)
If we are to use Crystal Reports, we need support for this connector to be built into Crystal Reports.
This is the response from SAP support to this request:
"We do not have standard support for this proprietary connection type, BUT it looks like it can be quite straightforward to create a web service based on the fetch method and this can in turn be fed into Crystal Reports with its ability to consume XML and web services.
I suggest you post the request for support for Dynamics Online and the CRM Fetch connection type on our Idea Place at cw.sdn.sap.com/cw/community/ideas. We already have such support for salesforce.com; so, it has been done before and there seems to be a need in the market for support for Dynamics Online as well."
Look into this: Is it possible to create crystal reports in mscrm 2011
Thanks,
DJ
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Activity Id59a2a854-8e34-6636-0679-3d2e245d2241
Request Id9b7fa606-324e-4ec8-495f-13f91d03bc54
Error Code400
TimeWed Mar 18 2015 21:24:18 GMT-0400 (Eastern Daylight Time)
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Please chcek the Note 1359600-MDM stopped communicating after upgrading to 7.1.03 from SAP NOTES.
https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=1359600
SAP Note Description:
Summary
Symptom
MDM components stopped communicating after upgrading to 7.1.03
Other terms
TCP ports, Firewall, connection, network, SP03, SP3, 7.1
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Starting from version 7.1.03 the MDM suite is using different TCP ports for its operations. The change was in order to be compliant with the Internet Authority for Numbering Assignment. Port numbers changed as follows:
Application Old Port # New Port #
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If firewalls were configured to allow MDM's communication throughout the landscape, they actually might prevent (depending on their rules table) the communication after an upgrade to MDM suite starting at version 7.1.03 and higher.
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Revise the firewall rules such that they will allow the communication according to the changes described above.
In order to check that the ports are allowed to pass trough the firewall a telnet test could be done like so:
1) Open a terminal window (on UNIX) or a command window (on Windows) on the same machine which hosts the application which tries to connect, and issue the following command:
telnet <MDM server host name or IP address> <TCP port to test>
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3) Repeat steps 1,2 for all the other ports need by the application.
Thanks
Sowseel
Edited by: sowseel pasumarthi on Jan 18, 2011 6:36 AM -
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I need to move our CRM 2011 on-premises to CRM Online. I got my customizations into CRM Online. My next task is to get the data there. Some are easy but I am not sure how to handle
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I am using CRM ONLINE 2013.
How to automate below process?
1. On Approval Of Quotation, Run Report.
2. Generate PDF.
3. Send an Email With PDF as attachment.
As i have gone through many forums for this topic, but creating a plugin code for generating Report PDF is not possible in CRM ONLINE.
So, What is the alternate way to do this..?
Thanks.This is my entire code mentioned below:-
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script type="text/javascript" src="https://ajax.googleapis.com/ajax/libs/jquery/1.4.1/jquery.min.js"></script>
<script type="text/javascript">
if (typeof (SDK) == "undefined")
{ SDK = { __namespace: true }; }
SDK.JScriptRESTDataOperations = {
_context: function () {
if (typeof GetGlobalContext != "undefined")
{ return GetGlobalContext(); }
else {
if (typeof Xrm != "undefined") {
return Xrm.Page.context;
else { return new Error("Context is not available."); }
_getServerUrl: function () {
var serverUrl = this._context().getServerUrl()
if (serverUrl.match(/\/$/)) {
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
return serverUrl;
_ODataPath: function () {
return this._getServerUrl() + "/XRMServices/2011/OrganizationData.svc/";
_errorHandler: function (req) {
return new Error("Error : " +
req.status + ": " +
req.statusText + ": " +
JSON.parse(req.responseText).error.message.value);
_dateReviver: function (key, value) {
var a;
if (typeof value === 'string') {
a = /Date\(([-+]?\d+)\)/.exec(value);
if (a) {
return new Date(parseInt(value.replace("/Date(", "").replace(")/", ""), 10));
return value;
Create: function (object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 201) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Retrieve: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
Update: function (id, object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "MERGE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Delete: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "DELETE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
RetrieveMultiple: function (type, filter, successCallback, errorCallback) {
if (filter != null) {
filter = "?" + filter;
else { filter = ""; }
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set" + filter, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d.results);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
__namespace: true
</script>
<script type="text/javascript">
//Create Email and link it with Order as Regarding field
var Xrm;
var email = new Object();
var ownerID = "";
var CustomerId = "";
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
//Get ownerid who send email of quotation to customer
function GetOwnerID() {
var owner = Xrm.Page.getAttribute("ownerid").getValue();
ownerID = owner[0].id;
var ownerName = owner[0].name;
var entityType = owner[0].entityType;
GetToEmailGUID();
//Get customerid who receive email of quotation from owner
function GetToEmailGUID() {
var Customer = Xrm.Page.getAttribute('customerid').getValue();
CustomerId = Customer[0].id;
var CustomerName = Customer[0].name;
var entityType = Customer[0].entityType;
//if CustomerId is type of "Account" then get Primary Contact id of that account
if (entityType == "account") {
var contact = Xrm.Page.getAttribute("customerid").getValue();
if (contact === null) return;
var serverUrl = Xrm.Page.context.getClientUrl();
var oDataSelect = serverUrl + "/XRMServices/2011/OrganizationData.svc/AccountSet(guid'" + contact[0].id + "')?$select=PrimaryContactId";
var req = new XMLHttpRequest();
req.open("GET", oDataSelect, false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
req.onreadystatechange = function () {
if (req.readyState === 4) {
if (req.status === 200) {
var retrieved = JSON.parse(req.responseText).d;
CustomerId = retrieved.PrimaryContactId.Id;
else {
alert(this.statusText);
req.send();
function CreateEmail() {
GetOwnerID();
email.Subject = "Email with Report Attachment";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: CustomerId, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerID, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
GetReportId('ABM_Infotech_SalesQuote');
//Create attachment for the created email
function CreateEmailAttachment() {
//get reporting session and use the params to convert a report in PDF
var params = getReportingSession();
//Email attachment parameters
var activitymimeattachment = Object();
activitymimeattachment.ObjectId = Object();
activitymimeattachment.ObjectId.LogicalName = "email";
activitymimeattachment.ObjectId.Id = email.ActivityId;
activitymimeattachment.ObjectTypeCode = "email",
activitymimeattachment.Subject = "File Attachment";
activitymimeattachment.Body = encodePdf(params);
activitymimeattachment.FileName = "Report1.pdf";
activitymimeattachment.MimeType = "application/pdf";
//Attachment call
SDK.JScriptRESTDataOperations.Create(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
//ActivityMimeAttachment CallBack function
function ActivityMimeAttachmentCallBack(result) {
var features = "location=no,menubar=no,status=no,toolbar=no,resizable=yes";
var width = "800px";
var height = "600px";
window.open(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", features);
// To open window which works in outlook and IE both
//openStdWin(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", width,
height, features);
//This method will get the reportId based on a report name that will be used in getReportingSession() function
function GetReportId(reportName) {
var oDataSetName = "ReportSet";
var columns = "ReportId";
var filter = "Name eq '" + reportName + "'";
retrieveMultiple(oDataSetName, columns, filter, onSuccess);
function retrieveMultiple(odataSetName, select, filter, successCallback) {
var serverUrl = Xrm.Page.context.getServerUrl();
var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
var odataUri = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "?";
if (select) {
odataUri += "$select=" + select + "&";
if (filter) {
odataUri += "$filter=" + filter;
$.ajax({
type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataUri,
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
success: function (data) {
if (successCallback) {
if (data && data.d && data.d.results) {
successCallback(data.d.results);
else if (data && data.d) {
successCallback(data.d);
else {
successCallback(data);
error: function (XmlHttpRequest, errorThrown) {
if (XmlHttpRequest && XmlHttpRequest.responseText) {
alert("Error while retrieval ; Error – " + XmlHttpRequest.responseText);
function onSuccess(data) {
reportId = data[0].ReportId.replace('{', ").replace('}', ");
CreateEmailAttachment(); // Create Email Attachment
//Gets the report contents
function getReportingSession() {
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
var Id = Xrm.Page.data.entity.getId();
var quotationGUID = Id.replace('{', ""); //set this to selected quotation GUID
quotationGUID = quotationGUID.replace('}', "");
var reportName = "ABM_Infotech_SalesQuote"; //set this to the report you are trying to download
var reportID = "751089AA-74B8-E211-B52F-D8D3855B253B"; //set this to the guid of the report you are trying to download
var rptPathString = ""; //set this to the CRMF_Filtered parameter
var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='quote'><all-attributes /><filter type='and'><condition
attribute='quoteid' operator='eq' uitype='quote' value='" + quotationGUID + "' /> </filter></entity></fetch>";
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
rptPathString = "id=%7B" + reportID + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName="
+
reportName + "&isScheduledReport=false&p:ABMFilteredQuote=" + strParameterXML;
//remove the part starting from &p:salesorderid if your report has no parameters
retrieveEntityReq.send(rptPathString);
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
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var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
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bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
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"&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] +
"&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
} else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
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<script type="text/vbscript">
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
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Error while uploading report in Microsoft Dynamics CRM Online
I have created a report using fetch-xml query for Microsoft Dynamics CRM Online. In this field, I have created a custom enity which has "Last Accessed Date Time" field of type "DateTime". This field stores the value in GTM. I am retrieving
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(IIF(((INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60))>60), INT(((((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value),
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Appointment - Transaction is rejected in CRM online
Hello,
When creating an appointment in my CRM calendar i get an email from the admin account set for groupware connector with a link of the appointment. It does synchronise in my calendar successfully but i want to disable the email that i am getting. Sometime also i get an a message Transaction is rejected in CRM online .
I have been looking for a while to disable this function but can't seem to find any informations regarding this issue.
I noticed those messages appear in the Outbox of the groupware connector account in Exchange 2007. If anyone had a similar issue let me know how you resolved it. I want to be able to disable the message that are generated when i create an appointment in my CRM calendar.
SAP CRM 7.0
SAP Groupware Connector 2.1
Exchange 2007 (Outlook 2007)
Thank you,
Martinfor your issue "email from the admin account set for groupware connector with a link of the appointment. It does synchronize in my calendar successfully "
you have go to CRM Middleware and Related Components>CRM Middleware and Related Components>Groupware Integration>Maintain General Groupware Settings
set value ACT HOSTNAME XXX.XXXX.COM (check SMICM for your CRM link.)
you can also disable this function set value ACT NO_BSP_URL X
for issue "Sometime also i get an a message Transaction is rejected in CRM online "
This issue might got when you create Appointment in OUTLOOK , if you check middleware entry from GWCONNECTOR ID,
yo will see Appointment transaction type is missing for incoming entry .you can use BADI "CMW_GW_ACT_IN" to set transaction type onte basis catagory "'CRM_ACT 301(Date)'".
i hope your issue will resolved.
regard ,
vijay -
JavaScript files are not being updated while updating managed solution over Dynamics CRM Online
Hi Support,
While I am updating a managed solution over Dynamics CRM 2013 Online, JavaScript files are not being updated and is showing the source as of the last version of the managed solution.
I tried the same versions of solution on my CRM 2013 on-premise install (test organization) and it updated successfully.
This is a bit urgent issue. Please suggest how to resolve this.
Online version of the CRM is
Microsoft Dynamics® CRM Online Spring '14
(6.1.1.1855) (DB 6.1.1.1847)
blog: <a href="http://technologynotesforyou.wordpress.com">http://technologynotesforyou.wordpress.com</a> | skype: ali.net.pkOur technical team managed to find the immediate cause for the problem, and a solution.
According to them there was a corruption on a speciffic OLAP file. By deleting it, they allowed it to be recreated on the next application processing. The file in question was found in \Microsoft SQL Server\MSSQL.2\OLAP\Data\UGF.0.db\<APPLICATION>.38.cub.xml
Where <APPLICATION> is the name of the problematic cube.
After that everything is working. -
Hi been trying to connect my xbox 360 online and i am h...
Hi been trying to connect my xbox 360 online and i am having major problems my router is a WRT54GS v.6 i have the newest firmware also i also use a linksys wireless adapter for my pc i am connecting my 360 to my pc and doing internet connection sharing i can get a ip address this way but not a dns if i have ics off i do not get a ip address i have tried everything opening ports on my router for the 360 and still nothen i am about to break my router and get a differnt one. me need helps.
Yes, you have the ports connected backwards.
The WAN port is labelled with the "circle of dots" icon, and must be connected to your DSL modem.
The LAN port is labelled with the "double-headed arrow" icon, and that is where you connect ethernet cabled devices on your LAN.
See Apple's article AirPort Base Station: About the WAN and LAN Ports
What is surprising is that you haven't previously run into all sorts of problems with your existing setup. Once you cable things properly, you will likely have to power down your DSL modem and Base Station for a while (sometimes just an instant, sometimes overnight). After waiting, plug the modem into power and wait a minute. Then plug the base station into power and wait for it to restart. -
Hi,
I have created a User Access report for CRM on-premise using SQl query in the following format. One row corresponds to one user in organization. Currently, I am using Microsoft Dynamics CRM Online trial version and have two users in my organization.
I want to the same report for CRM Online environment. Only Fetch-Xml based custom reports are supported by CRM online environment hence this SQL query cannot be used.
I have already written fetch-xml query to retrieve user access records ("audit" entity records) in "last-x-months" (where x = 1,2,3,4,5,6) as below.
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Is there any way to solve this problem?Hi,
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