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USD. Question about passing parameters to a web resource

July 29, 2015, 9:06 am
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Hello.

We have an HTML web resource that we use as our home page in a CRM deployment with one of our customers.

This HTML can get parameters via querystring and do additional operations (look for data in external web services and populate a grid in it).

We also have this HTML web resource in a USD deployment, and we need it to receive that parameters from a external application that invokes it: a Lync integration that passes to it, for example, a telephone number so it automatically gets loaded with customers having that phonenumber. And that has to be achieved in USD.

We have it configured as a hosted control, and we need to create a new tab as a new incoming call is entering. We have a custom middleware to detect incoming calls via lync SDK. It's working for our dynamics deployment, but we need it to be done also with USD.

At the moment, we don't know now how to pass parameters to our hosted control and have a new tab when a new incoming call is entering.

Anyone could give as an idea?

Thank you!

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Combine 3 Fields in one Column?

July 29, 2015, 9:36 am
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Hi ,

I have played around with this expression that displays two fields in the one column, but I cant seem to get it to work for 3 fields.

=Fields!Addr1.Value & IIF(IsNothing(Fields!Addr2.Value),"",VbCRLF & Fields!Addr2.Value)


Can someone help get this frustrating expression to work?

Thanks

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Form editor issue

July 29, 2015, 9:55 am
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We upgraded last night to CRM update 1 but my form editor feels freezing when I try to modify the account form. I have the latest version of Internet Explorer. 

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receiving error for goal roll up system job and not sure how to resolve

July 29, 2015, 10:17 am
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The goal is to get this functioning properly because we want the goals to roll up etc.

Well we noticed that it was not firing automatically so after looking into this further we found an error.

(click to expand the error, I apologize they are so small)

Any idea what is causing it? It says a user's action was the reason why the system job was canceled..????

Any help would be greatly appreciated, thanks!

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Business rule not updating

July 29, 2015, 10:34 am
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I have a field called account number it is "hidden by default". Then I created a business rule that says...

If account type = client then show account number field. 

The business rule works fine but if I change the account type to something else, for example "prospect" the account number is shown even though I already changed the field value. 

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one computer two companies with CRM

July 29, 2015, 10:36 am
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I work from home and currently have two different companies that use Microsoft CRM and Outlook.  Can I run them both on the same computer at the same time?

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Bulk update

July 29, 2015, 10:53 am
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We have over 8,000+ accounts that are in Florida. The goal is to change the Florida to FL and the same for other starts. We have an integration with our ERP that brings in values like Florida or florida. 

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Edit web url

July 29, 2015, 11:01 am
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How can I edit a "My work" Link? Essentially I go to workplace then select my link and with in it is a link to a website that is broke and need to edit it so that when individuals click it, it goes to the proper url.

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Import Products to a Price List

July 29, 2015, 11:22 am
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Hi, I´m working  with te product catalog and I want to import all my products to a price list, I read about it and the best way to do this is with the import wizard.  My problem is that when I add products to the price list item template an unexpected error occurs (0x80040216), do anybody knows what kind of error is this, and how can I fix it

Regards

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CRM 2015 Online

July 29, 2015, 11:28 am
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Are there videos that show how to set up a product catalog, working with quotes, working with orders and creating invoices? 

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Messages Component under an Entity in Customizations

July 29, 2015, 11:33 am
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Could someone just let me know what function Messages performs? How is it used and where are these "messages" displayed?

Thanks.

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Updated Regarding of Appointment not reflecting in Account's Activities

July 29, 2015, 12:02 pm
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Hi,

I have an Account wherein 2 Appointments appear in the Activities section. I updated the Regardings of those 2 Appointments to point to different Accounts. However, the Appointments still shows in Activities of the Account it belonged to originally. Also, this Appointment shows in the new Regarding Account.

Additionally, the owner of the Account record has been disabled in CRM. Could this be a reason for this? The user also used CRM For Outlook to keep track of Appointments. Kindly help.

Thanks.

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Custom subgrid modification

July 29, 2015, 1:06 pm
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I created a custom entity called Expenses and you have the ability to add expense items(Custom Entity) to an expense report via a 1:N relationship. The issue is, users should not be able to look up other expense items when they click the + sign. Right now you need to click the plus and then click "new" to add a new expense item record.

If i click the + sign on the activities subgrid and create a phone call it just opens a new form. I am trying to mimic that functionality. 

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Question about Office 365

July 29, 2015, 1:50 pm
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Hello Everyone:

Sorry for the off the topic but I need some help we're using Office 365 and we want to use OneDrive. But I don't see it listed any where in Office 365. Note I took over this project over a year ago and I have no ideal what was done in most case.

In Office 365 in setting there is a Basic Set up I looks like it never was started. Question should I start it. if so what will happen if it was done before?

Any help would be great.

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All customizations failing to appear in certain entities

July 29, 2015, 5:31 pm
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We are working with a client that has a hosted CRM installation with a number of add ins. In most entities, we can easily add custom buttons and other ribbon customizations without any problem. However, on the web site, for certain entities (contact and lead), the form customizations don't show up. What is very odd is that it is customizations from multiple solutions that don't appear, not just ours. It is as if, somehow, their site is configured to turn off any customization for these entities.

I am completely stuck on debugging this issue. We have confirmed that if we install the same solutions in other environments (both on-premise and hosted) that this issue does not occur. Sadly, we don't have the ability to uninstall one solution at a time to find if there is a solution that is causing this issue.

General advice on debugging why certain form customizations are (or aren't) showing would be much appreciated.

Thanks,

Nathan Dykman

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Update Plugin

July 29, 2015, 7:46 pm
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Hi,

I am writing a plugin where a field in an entity updates and plugin fires and updates another field in another entity.

But the plugin is throwing exception. I've registered plugin on update message and registered both pre and post image on the field. Both the fields in two entities are same and plain text fields.

This is my plugin:

rotected void ExecutePostEncounterUpdate(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");
            }

            // TODO: Implement your custom Plug-in business logic.
            string oldCancel = ""; // to store the old Main Phone no:
            string newCancel = ""; //// to store the new Main Phone no:

            IPluginExecutionContext context = localContext.PluginExecutionContext;

            Entity preImageEntity = (context.PreEntityImages != null && context.PreEntityImages.Contains(this.preImageAlias)) ? context.PreEntityImages[this.preImageAlias] : null;
            Entity postImageEntity = (context.PostEntityImages != null && context.PostEntityImages.Contains(this.postImageAlias)) ? context.PostEntityImages[this.postImageAlias] : null;

            //Get the IOrganizationService
            IOrganizationService service = localContext.OrganizationService;

            //create the service context
            var ServiceContext = new OrganizationServiceContext(service);
            ITracingService tracingService = localContext.TracingService;

            // The InputParameters collection contains all the data passed in the message request.
            if (context.InputParameters.Contains("Target") &&
            context.InputParameters["Target"] is Entity)
            {
                // Obtain the target entity from the input parmameters.
                Entity entity = (Entity)context.InputParameters["Target"];

                // get the preimage and postimage telephone1 value
                if (preImageEntity.Attributes.Contains("new_cancel"))
                {
                    oldCancel = (string)preImageEntity.Attributes["new_cancel"];
                }

                if (postImageEntity.Attributes.Contains("new_cancel"))
                {
                    newCancel = (string)postImageEntity.Attributes["new_cancel"];
                }

                if (newCancel != oldCancel)
                {
                    try
                    {
                        //Create query to get the related contacts
                        var res = from c in ServiceContext.CreateQuery("new_interperterdetails")
                                  where c["new_encounterid"].Equals(entity.Id)
                                  select c;

                        foreach (var c in res)
                        {
                            Entity e = (Entity)c;
                            e["new_cancel"] = newCancel;

                            //ServiceContext.Attach(e);
                            ServiceContext.UpdateObject(e);
                        }

                        ServiceContext.SaveChanges();

What am I doing wrong?
Please help me someone. thanks.

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Update existing contacts on the base of item selected in account lookup

July 29, 2015, 7:48 pm
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I've a list of contacts in dynamics CRM 2011 and I need to update all contacts on the base of item selected in accounts lookup. Such as, bring the account number of the account selected in lookup on the contacts form.


So far, I successfully connected to CRM and can update the record using LINQ. But I've no idea to retrieve the lookup item, get the related attributed value and update contact.

Your help is highly appreciated. TIA

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Auto assigning of case once SLA has expired

July 29, 2015, 8:36 pm
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Hi guys! 

I an trying to create an sla using multiple business rules which will be escalated once the sla wasn't actioned by the previous customer service representative. Example If the sla of the case from the customer service has already expired then it should notify his supervisor via email, if after 24 hours the case is still not resolved it should the email will then be sent to the operations manager, and if after 3 days its still not resolved it will be escalated to the ceo for last resort. On the sla that I created the sla will work and it will be sent to the first level but after the sla has expired I noticed that the email is not sent to the second level or their supervisors. It seems like the sla is stuck on the first level only. Is this feature applicable in crm online 2015? 

Thanks for your feedback guys!

jcpf 

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Auto assigning of case once SLA has expired

July 29, 2015, 8:38 pm
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Hi guys!

I an trying to create an sla using multiple business rules which will be escalated once the sla wasn't actioned by the previous customer service representative. Example If the sla of the case from the customer service has already expired then it should notify his supervisor via email, if after 24 hours the case is still not resolved it should the email will then be sent to the operations manager, and if after 3 days its still not resolved it will be escalated to the ceo for last resort. On the sla that I created the sla will work and it will be sent to the first level but after the sla has expired I noticed that the email is not sent to the second level or their supervisors. It seems like the sla is stuck on the first level only. Is this feature applicable in crm online 2015?

Thanks for your feedback guys!

jcpf

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Restrict Grid only to Add New

July 29, 2015, 8:56 pm
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Hello Experts,

On a specific requirement I am adding an opportunity subgrid to the appointment form which will enable user to "create" a new opportunity derived from that meeting. I want to restrict the grid in such a way that it will ONY ALLOW to add a NEW OPPORTUNITY. Right now when I click on the + button to add it is allowing to select an existing opportunity and/or create a new opportunity. How can I restrict the subgrid to allow only NEW opportunity.

Thanks

AbD

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