Hello Experts,
I have a form where I am listing the active quotations in a subgrid. I want to allow the user to "update" the status of each quotation without actually having to "open" the quotation. By status what I meant is an descriptive update which ideally will get added as a note to the quote. Is there anyway we can do that "in-line" in the grid itself, or any other alternative ideas.
Appreciate any help.
Regards
AbD
For Creating new account using javascript I use this code
url: serverUrl + "/XRMServices/2011/OrganizationData.svc/AccountSet",
Now I want to retrieve all the account list using javascript odata query.
how can I use?
I tried with this,
url: serverUrl + "/XRMServices/2011/OrganizationData.svc/Account",
but its not working.
can u suggest me?
I'm trying to install Report Authoring Extension for crm 2015, so that I can create reports using fetchxml. But I'm getting this error "microsoft.crm.shared.Analyzer Base +collection Failed"
downloaded authorinf==g extension from here www.microsoft.com/.../details.aspx
Can anyone help with this? .
I am trying to create account entity on dynamics crm side, through java code.
I am getting error "An error occurred when verifying security for the message.". So, after googling the issue I found that the client and server time should be in sync. My timezone is "IST", so I guess the urn I should be using is "crmapac:dynamics.com" (correct me if I am wrong). The wsdl provides "crmna:dynamics.com", so I changed it to the "crmapac". I also made changes in the stubs generated through the wsdl.
Still this error persists. Also, this error is not consistent. Sometimes I do get '401 Unauthorized'.
I need to do this urgently.
Kindly, help me with this.
Hi experts,
I have used configuration wizard for CRM 2015 to configure CRM in outlook I am able to see the progress bar after entering credentials saying adding organization but in middle it's giving error
please suggest why it's giving error?
Hi All,
Recently 1 one of our CRM user faced a issue while tracking a mail in CRM 2011 On Premises.
Error CRM 2011 for Outlook - A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again."
This issue is not for all mail tracking in CRM, it appear for only some mail when tracked in CRM.
I tried to find the email in CRM using the advance find but it seems the mail is not created in CRM..
I tried to search on web but did not get solution for same.
Please can anyone help me in solving this issue.
Regards,
Abhi
Hello,
We are facing an issue while importing lead data using OOB data import.
We have asynchronous plugin registered on Create of lead (Post-Operation) and is working fine while data import.
Because of a change in business logic, we have made that plugin to Synchronous and since then data import is not working.
I have enabled trace and found below error message,
"Cannot insert duplicate key row in object 'dbo.EmailSearchBase' with unique index 'ndx_for_forward_update'"
Data import is asynchronous and does it mean synchronous plugins/workflows doesn't work in this context?
Any suggestion would help a lot.
Thanks,
Sai Krishna P
Hi,
As per the CRM 2015, it doesn't allow to have Recurring Price List concept. If business wants such then how it can be achieved.
Thanks.
Hi,
How can we achieve like Adding Bundle to bundle , the way it allows for adding Kit to Kit. If we want to have nested Bundle structure in CRM 2015 then how it can be achieve(As For Kits, one can have nested Kits but it is deprecated in CRM 2015).
Is it possible using OOB functionality??
Thanks!
Hi,
We are currently using Microsoft Dynamics CRM 2011.
What is the difference between 2011 and the current 2015 version ?
I need to build up a business case to upgrade and need as much information as possible to justify the upgrade.
Thanks
Hi Vijay,
My requirement is to get optionset text depending on the optionset value that I retrieve from odata query.
I am using SDK.Metadata.RetrieveAttribute for it.
and I am getting an error 'result' is undefined, while retrieve attribute information from meta data.
Below is the image of my entity logical name in red marking.
And below image for attribute logical name.
My code:
function getOptionsetText(){
debugger;
if(typeof SDK.Metadata !="undefined"){
SDK.Metadata.RetrieveAttribute("new_campaignmaster", "new_campaigntype", "00000000-0000-0000-0000-000000000000", true, function (result) {
for (var i = 0; i < result.OptionSet.Options.length; i++) {
var text = result.OptionSet.Options[i].Label.LocalizedLabels[0].Label;
var value = result.OptionSet.Options[i].Value;
}
},
function (error) {
alert("error");
}
);
}
}
I even tried with out of box entity and attribute as below
SDK.Metadata.RetrieveAttribute("incident", "caseorigincode", "00000000-0000-0000-0000-000000000000", true, function (result) {} )
all I'm getting is result is undefined. Can you please let me know where I'm doing it wrong.
I have created a custom entity called Restrictions that consist of two types of contacts: The contacts are either Type A or Type B. Whether a contact is type A or B is controlled by a specific Field on the contact. I have also a third custom entity called Assignments which must be filled in with a contact Type A and a contact Type B. What i want is a subgrid on Assignments which shows the listing only if contact A or contact B is Connected to Assignment and Restrictions.
For example:
If Jon Doe (type A contact) is listet in the Restrictions entity and in the Assignments, I want all his listings in the subgrid on Assignments
If Mr. X. (type B contact) is listet in the Restrictions entity and in the Assignments, I want all his listings the subgrid on Assignments also.
If Mr. Y is listed in the Restrictions entity, but not in the Assignments I do not want him listed in the subgrid on Assignments.
Is there any way to do this in Dynamics CRM?
When I create a case, I use the Customer lookup to find the account. Under a new field called "Responsible contact" (lookup - contact) I want this look up to only display the contacts associated with the account name selected on the customer field, not all contacts.
is this possible?
Hi Guys,
I have a requirement from client , The Lead form Tab order should be left to right.
am using below code. its working fine. but i have small issue in one place. where the tab order bounces from "First Name", up to the tab header "Contact Information", and then back down to "Middle Name".
how to solve this?
function TabOrderLefttoRight() {
for (var i = 0; i < Xrm.Page.ui.controls.getLength() ; i++) {
var control = Xrm.Page.ui.controls.get(i);
var element = document.getElementById(control.getName());
if (element.tabIndex && element.tabIndex != "0") {
if (element.className == 'ms-crm-Hidden-NoBehavior')
continue;
if (element.tagName == 'A') {
if (element.className != 'ms-crm-InlineTabHeaderText')
continue;
}
element.tabIndex = 1000 + (i * 10);
}
}
}
Thanks in advance.
Regards,
Kannan.S
Hi
We've recently upgraded to 2015 and we're investigating the use of Product Families. We have a well built out product list which are then added, as necessary, to the Opportunities. These separate Products can be bunched or grouped together and so far these groupings (or families) have been added as additional custom entities but I'm now wondering whether these ought to be reworked as Product Families instead. However what doesn't make sense is that a Product Family seems to create much the same item as a Product and each Product Family item, in theory, can then be added to an Opportunity? But if a sales person did this it wouldn't make sense in our business. Am I missing something about the functionality of a Product Family?
Thanks
I want to hide the option "lookup for more records" in a lookup.
is that possible ?
Thanks,
Haseeb Jamshed
Hi,
i have a requirement to cancel an existing task activity from java script. I have the GUID of that task but what do i need to write to cancel it using the available GUID.
My code is as below:
var req = new XMLHttpRequest();
req.open("POST", ODataPath + "/TaskSet(guid'" + id + "')", false);
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) {
alert("success")
}
else {
alert("fail");
}
}
};
var newTask = new Object();
newTask.StatusCode = { Value: 2 };
req.send(JSON.stringify(newTask));
Thanks,
Hi,
Am creating the 'Roll up Attributes', as the refresh timeslot will be every 24 hours, so i will leverage the 'Refresh' button on the form.
Is there any specific authorization i should give to the user or security role?
As i found no all the security roles can see that 'Refresh' button.
how can I create the product backlog? please suggest me the navigation, thanks.
I have a phone Call Activity and would like to create Project entity (custom) based on information from the Phonecall Activity, but i also want to automatically open the New entity so that I can edit it if needed. Any suggestions?