How can you perform event management in crm? I know you can use the marketing area and assign campaign cost but that's not real event management. There are costs for order products, traveling, booths, guest list, ect.
↧
Event Management
↧
Changing Country to Option-Set
Hi guys,
what is the best practice to change the country field on account, which appears if you click on the field address as popup, to an option set field ?
And btw, why is it even a text field in standard ?
Thanks.
↧
↧
Export to Excel Issues in CRM 2015 Update 1
Hi- we're encountering some very strange issues when we export data to Excel from CRM 2015 with Update 1 in our Sandbox. When we export a view (within the Product entity, for example) as a static worksheet, it opens the file directly in Excel as intended. Once we are in Excel, any attempts to copy and paste individual cells, multiple selections of cells, rows or columns into another tab in the same spreadsheet or even into a completely new spreadsheet gets us this error:
We are running Office 365 Pro Plus and have this problem in both Windows 7 and Windows 8.1. I can even get Excel to crash if I attempt to do a Paste Special and select Paste Values and Source Formatting. This problem has been re-created on several different computers.
I realize Microsoft has redesigned the Excel export process significantly in Update 1, including rows containing the GUID information even for basic exporting, but I wouldn't expect such drastic problems after an upgrade. Any help would be greatly appreciated!
↧
Dynamically refreshing the Posts, Activities & Notes Control/Social Pane
Hey everyone I was wondering a quick question: Our organization is implementing a business process flow that requires activities to be completed to get to the next stage of the flow. We have everything working, except when we create the Lead record, the activities will not display until the user refreshes the entire page. Is there a way to dynamically refresh the Activities & Notes Control pane so that they will display after the workflow has created the activities (Note we are running synchronous workflows).
↧
Recipient's email provider rejected response by creation cases
Hi everyone,
When i send automatically email to response clients that require cases, then show me this error
Can you tell me how i can resolve that?
I'm using CRM online trial 2015, Outlook client and Office 365 E3 trial.
Thanks
↧
↧
Dashboard issue
As a system admin I created a system dashboard for users. I can see the charts and views but some of my users cannot. The security lets me see everyone's info and everyone has access to all opportunities.
↧
Basic CRM Online licenses
Does the basic version of crm online give you the abilities to do workflows?
↧
Cannot export report from test to live system
When i try to create a solution to export my report from test to live i get an error. "missing components" but since is a report there are no other components.
↧
Distribution solutions
Does anyone here use distribution or manufacturing solutions for their crm system?
↧
↧
Where is the CRM trace log located?
I am being asked by a third party software vendor to enable and send a CRM trace log to diagnose issues with their add-on. I have enabled the tracing via the diagnostics tool but do not know where to find the trace log. Can someone help?
↧
Hide "Activity" entity SubGrid '+' / New Button (CRM 2015 On-Prem)
Is there a way we can hide the "+" on sub-grid of Activity entity. I am able hide it for other entity e.g. email or task sub-grids but it is not working for Activity. Does anyone know how to do it.
I have already refereed the blogs
and
↧
CRM for Outlook 2015 configuration error: There is a problem communication with the Microsoft Dynamic Server. The server might be unavailable. Try again later. If the problem persists, contact your system administrator
Hey everyone,
I'm having a really really weird issue with configuration Wizard on a freshly installed Dynamics CRM for Outlook 2015 client.
The error I receive is: There is a problem communication with the Microsoft Dynamic Server. The server might be unavailable. Try again later. If the problem persists, contact your system administrator
and while looking at the logs I get:
17:27:39| Error| Error connecting to Microsoft Online Services Endpoint using UPN Exception: Microsoft.Crm.CrmException: get_user_name_failed: Failed to get user name ---> Microsoft.IdentityModel.Clients.ActiveDirectory.AdalException: get_user_name_failed: Failed to get user name ---> System.ComponentModel.Win32Exception: No mapping between account names and security IDs was done
I thought it might have been a Server Time versus Client Time but the logs says:
17:15:06|Verbose| Method entry: Microsoft.Crm.Application.Outlook.ConfigDiagnostics.LocalTimeDiagnostic.ExecuteInternal
17:15:07| Info| Current UTC date/time from windows time server on the internet: 07/28/2015 21:15:08
17:15:07| Info| Client UTC Date/Time: 07/28/2015 21:15:07
17:15:07| Info| Difference (in minutes) between client time and actual time: 0.02890769
17:15:07|Verbose| Method exit: Microsoft.Crm.Application.Outlook.ConfigDiagnostics.LocalTimeDiagnostic.ExecuteInternal
I can easily access our CRM Online instance with the same credentials so that's not the issue,
I'm at a bit of a loss here, and can't find any answers online.
any suggestions?
thanks,
Jason
↧
"Approved" field can only changed by user entered in "Approved By"
Hi Guys.
I have 2 fields called Approved & Approved By.
all I need is the Approved field can only be changed by user/logged in user that match the Approved By,
I have tried to use Business Rules, want to try to unlock field Approved if the Current User = Approved By, but I didn't found way to to that.
any suggestion about how what I'm doing?
how's the way I should do that?
Regards,
Rico
↧
↧
"Approved By" should be automatically set with the manager of the Quotation Owner
Hi Guys,
this question related to https://community.dynamics.com/crm/f/117/t/167727
I want to set the field "Approved By" automatically filled with the Quotation Owner's Manager.
how I do that in Workflow?
Thanks & Regards,
Rico
↧
MSCRM 2011 Reporting Issue
Hi all,
I found out what's wrong with our CRM server ( we couldn't run any report on CRM 2011 and it comes up with unexpected error), apparently the issue is SPN, I can view all the SPNs but looks it is just a mess :
MSOMHSvc/CRM
MSOMHSvc/CRM.fare.local
MSOMSdkSvc/CRM
MSOMSdkSvc/CRM.fare.local
DNS/CRM.fare.local
HOST/CRM/FARE
HOST/CRM.fare.local/FARE
exchangeAB/CRM
exchangeAB/CRM.fare.local
HOST/CRM.fare.local/fare.local
GC/CRM.fare.local/fare.local
ldap/CRM/FARE
ldap/b1c27157-7469-4c15-8082-9e1c29be29cd._msdcs.fare.local
ldap/CRM.fare.local/FARE
ldap/CRM
ldap/CRM.fare.local
ldap/CRM.fare.local/ForestDnsZones.fare.local
ldap/CRM.fare.local/DomainDnsZones.fare.local
ldap/CRM.fare.local/fare.local
E3514235-4B06-11D1-AB04-00C04FC2DCD2/b1c27157-7469-4c15-8082-9e1c29be29c
d/fare.local
NtFrs-88f5d2bd-b646-11d2-a6d3-00c04fc9b232/CRM.fare.local
Dfsr-12F9A27C-BF97-4787-9364-D31B6C55EB04/CRM.fare.local
WSMAN/CRM
WSMAN/CRM.fare.local
tapinego/CRM
tapinego/CRM.fare.local
TERMSRV/CRM
TERMSRV/CRM.fare.local
SMTPSVC/CRM
SMTPSVC/CRM.fare.local
RestrictedKrbHost/CRM
HOST/CRM
RestrictedKrbHost/CRM.fare.local
HOST/CRM.fare.local
Definitely some of them are missed, is there any solution to force CRM to rebuild the SPNs? what are the right SPNs for CRM2011?
↧
Getting Error while Trying to send Email
Hi,
I am trying to send an email.
For that, i am using ActivityParty entity.
Here is my sample code
Dim fromParty = New ActivityParty() // Create ActivityParty Object
Dim ID = (From q In _crmRepository.GetNewDataContext.QueueSet _
Where q.Name.Equals(_fromEmailQueueName)
Select q.QueueId.Value). _
FirstOrDefault // GET GUID FROM QUEUE
fromParty.PartyId = new EntityReference(Queue.EnityLogicalName, ID)
fromParty.ActivityPartyId = Guid.NewGuid
fromParty.ParticipationTypeMask = CrmActivityparty.Lists.Participationtypemasks.Sender
'fromParty.Partyidtypecode = Queue.EntityTypeCode // THIS IS THE ERROR LINE_crmRepository.SendEmail(fromParty, toUsers, subject, message, attachments) //PASSING ALL THE OBJECTS TO THIS METHOD // ALL THE OBJECTS ARE INSTANCIATED
ERROR --> Attribute 'partyobjecttypecode' cannot be NULL
The error occurs when "MyContext.SaveChanges()" gets hit.
PLESE HELP. I am not able to set the value of the attribute "partyobjecttypecode"
Regards
Sagar
NOTE: We are trying to upgrade this code from CRM 4.0 t0 2015
↧
Error - Changing Maximum Length on Text Field
Hi
I have a Single Line of Text field on an entity that is currently set to Maximum Length 255. If I try and increase it to 500 I get an error dialog with the error text as follows
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.IndexOutOfRangeException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #52F94B79Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>System.IndexOutOfRangeException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #52F94B79</Message>
<Timestamp>2015-07-29T07:24:04.5132535Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>
Anyone had something similar and know how to resolve?
Thanks
↧
↧
webservice
Hi everyone
I have just developed a window application and web service for consuming the data and passing it to crm.
I just want to know how to get the values from text box of window application to my web service. Below code which I have used is showing error.
using System;
using System.Collections.Generic;
using System.Linq;
using System.Web;
using System.Web.Services;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk;
using System.ServiceModel.Description;
namespace crmtovswebservice
{
///<summary>
/// Summary description for WebService1
///</summary>
[WebService(Namespace = "http://tempuri.org/")]
[WebServiceBinding(ConformsTo = WsiProfiles.BasicProfile1_1)]
[System.ComponentModel.ToolboxItem(false)]
// To allow this Web Service to be called from script, using ASP.NET AJAX, uncomment the following line.
// [System.Web.Script.Services.ScriptService]
publicclassWebService1 : System.Web.Services.WebService
{
[WebMethod]
publicvoid run()
{
try
{
ClientCredentials cre = newClientCredentials();
cre.UserName.UserName = "username";
cre.UserName.Password = "password";
Uri serviceUri = newUri("login address");
OrganizationServiceProxy proxy = newOrganizationServiceProxy(serviceUri, null, cre, null);
proxy.EnableProxyTypes();
IOrganizationService service = (IOrganizationService)proxy;
Entity ent = newEntity("contact");// creation of entity
ent["firstname"] = textbox1.Text;
ent["lastname"] = textbox2.text;
service.Create(ent);
}
catch (Exception ex)
{
thrownewInvalidOperationException();
}
}
}
}
↧
Plugin issue
hi there,
i have a plugin for Marketing List which triggered on "add member".
but my client requirement to send email to that member when added to marketing list.
but i'm unable to capture info of that member in my plugin code given below.
public class Class1 : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
try
{
//code here
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
// Get a reference to the Organization service.
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(context.UserId);
if (context.InputParameters != null)
{
//Get Target - includes everything changed
Entity entity = (Entity)context.InputParameters["Target"];
//What needs to do to capture member info here..?
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException("An error occurred in the AccountCreateHandler plug-in." + ex, ex);
}
}
}
Please give me any sample code to fulfill this requirements.
your response would be appreciated.
↧
Access ProcessId and StageId in Dynamics CRM Plugin
I'm writing a plugin on Campaign in Dynamics CRM 2015 Online which used a Business Process Flow. The fields ProcessId and StageId which are created by the Business Process Flow in Campaign Entity. I need to retrieve these values for a record in my plugin.
They don't appear in the Plugin Registration Tool's Step Image. They don't even appear in CRM workflows were I can populate them in some other field.
Is there a good alternative on how I can achieve this?
↧