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Loading business logic... CRM 2016 Forms

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keep receiving the following error on custom entities forms when trying to load.  even when nothing has been changed on the forms  we receiving the same errors below.  

Loading business logic...

your changes have not been save.  to say on the page so that you can save your changes, click cancel.

is there a solution seem or is this a bug in CRM 2016?

Thanks,

PJ


CRMSVCUTIL with Dynamics 2015 Online

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I'm starting to pull together a portal that will connect to our Dynamics 2015 Online environment. This has been done using Orchard CMS from Jim Wang. I've managed to get the CMS to connect to Dynamics and all is great with the OOTB data but we've obviously been working on the CRM so we're looking to get the customised entities and fields.

So we've used the SDK to get this using CRMSVCUTIL using this code:

CrmSvcUtil.exe /url:crmdomain.com/.../Organization.svc /out:Xrm.cs /username:"username" /password:"password" /namespace:Xrm /serviceContextName:XrmServiceContext

So we have an Xrm.cs file which I then use to overwrite the Xrm.cs file in the Services folder of the Orchard CMS Dynamics CRM module (I simply do a copy and paste to overwrite the remote file using VS Community 2015) but when we try to access the CRM elements of the Orchard CMS we get an error saying the page cannot be found. When we revert the Xrm.cs file to the original then everythiung works again.

I'm wondering if I'm missing something very simple here (like needing to take the SDK files and overwrite these in the Orchard CMS module as well).

Any suggestions as to what I may be ding wrong is always welcome :)

Thanx guys

SLA sets wrong failure and warning dates and interval is set to days instead of hours

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I'm trying to setup a default SLA for all cases.
I went ahead an created this:

The logic is simple and it is working fine when my limits are set within hours of case creation (as the "First Response" above). But when I set it with days (as the "Resolved By") I end up with crazy results as the one bellow. It is somehow adding a bunch of extra days:


I only have one SLA which is set as default.
It is set to use the only weekly schedule which is 9 hours a day, Monday through Friday, not observing holidays.
I don't have a holiday schedule.

Any ideas of what I'm missing?

Customizing Case Resolution Form

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Dear House,

There is an Urgent need for me to Calculate the Time Difference Between The Date/Time the case is created (Created on)  and the Date/Time  the Case was resolved(Modified On). and Display in a Field = "Case Duration"

  1. The request is made to Remove the Red Stroked fields from the case resolution form as seen in the screen shot below.
  2.  Auto-populate the (“Total Time”) field with the Date /Time Difference ( "Case Duration") 
  3. “The Remarks” field should remain the only input to be entered by the user.

Which Customizations on this Form is strictly restricted as all the tools of the form

Kind help with some Fix or guide around this .

Thanks And Regards.

 

Copying an instance from dev to production CRM online

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Copying an instance from dev to production CRM online. A few questions I need clearing up:

Does this take across all customization's, views and the data?

How long does it typically take to do this? Would it take 1/2 a day typically or could the number vary depending on data size? 

Thanks :) 

Changing View Ownership

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I have a “My View” under Advanced Find that was created by a user who is no longer in CRM and was shared with others. Is there a way of changing ownership of this View?

Goggle Form to Lead

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Hello Everyone:

Is it possible to have a Goggle Form populate to a Lead automatically.

Any help or info would be great.

Leads and Contacts

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I am new to Dynamics CRM and was wondering if there is a way on the Leads form to set the "Stakeholders" section to automatically search the Contacts based on the Company name of the lead either when the form is loaded or when the Search button is clicked.  The company I work for has old potential leads that they would like to re-visit and they are wanting to list the lead "last name" as a company name and tie it to several contacts(Stakeholders) at that company and load the "Stakeholders" when the Lead form is opened.  Kind of like when the Contacts automatically load on the Account form when it opens.  I don't know if this is possible and I can't seem to find anything online that would point me in the right direction. Any help would be appreciated.   Thanks.


quote product

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Hello! I need an help with the product quote.

My Customer  use the QUOTE to sent out quotation to the client BUT he do not manage product catalogue.

For each offer he receive an offer from a  suppliers with a lot of product. It is possible to IMPORT directly in the quote? How?

Really thank you

Simona

Importing Error

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I am getting a generic import error when attempting to import a .csv file.  I would post the Log File with the error but I don't think it's getting that far because the Download Log File button is greyed out.  It says:

"An error has occurred."

"Try this action again.  If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator."  Etc. Etc.

I have been able to import this file name before without problem while testing to make sure there were no problems with the field types etc.  I have not exported it, and it is now down to just 5mb which is well below the 32mb recommended size. 

Not sure what changed or why it's not working now.  My office is new to Dynamic CRM and I am one of the administrator's and the other 2 say they haven't changed anything. 

Has anyone experienced this kind of problem?

CRM 2013 Very slow

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I have a CRM server 2013 which is running very slow when accessing CRM from any server on the network.I have restarted it but its still slow.it runs perfecting okay if i access CRM from the CRM server itself but other clients connecting to it are having performance issues. I have done some troubleshooting like restarting service but its still very slow. The server is not low in resources at all.

Has anyone encountered this kind of issue before and where i need to look?

Thanks in advance

Creating a Grid to Show the Relationship Between two Sets of Entities

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Hi there,

We have a situation where we need to view the relationships between two connected entities in a concise and information dense manner.  An ideal solution would be a grid that would show all the active elements of one entity on the rows and all the active elements of the other entity in the columns.  Color coding might be used to show important information, such as the strength of the relationship between the two entities.  

Unfortunately, Dynamics CRM does not support matrix style grids for viewing and reporting on entity relationships out of the box.

In specific, we have been tracking proposed features and functionality for our products in our CRM database with a new entity type called, "Ideas".  This entity is related to Sales Opportunities by way of a third, joining entity called "Idea Opportunity Links".  This allows many opportunities to be related to one Idea and conversely, many Ideas to be related to one Opportunity.

Our issue comes in when we want to view the intersections of these items in an information dense matrix grid view.  There are no functions in CRM to allow for this to be done out of the box.  Ideally, this grid view could be applicable to other relationships, such as Opportunities to Sales Team Members, etc.

Here is a diagram of what we'd like things to look like:  

If you have any suggestions as to an affordable add-on that could accomplish this task, I would greatly appreciate it.  If not, any pointers on how to use the APIs to accomplish this would also be appreciated.

Thank you very much for your help and guidance!

Best Regards,

Eric

Need to incorporate the fuctionality of sending Survey from CRM , which add on would be better choice between PowerSurvey of Power Objects or add on provided by Click Dimesions

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Hello ,

For CRM 2016 online , need to incorporate the fuctionality of sending Survey from CRM , which add on would be a better choice between PowerSurvey of Power Objects or add on provided by  Click Dimesions.

How to edit (modify) a sub grid - Yes very newby question

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I am very very very new to CRM.

I am using CRM 2015 online.

My mandate is to keep everything very generic (no customizations).

I have learned to edit a form, add fields, move fields, change labels etc.

But where I am stuck is how to edit what is displayed on the Sales Order form in the salesorderdetailsGrid.

How to I change what is displayed in this grid?

I do not have the SDK installed.

Thanks in advance.

CRM Newby

JavaScript Error Checking Popups

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Hi,

I recently wrote some JavaScript that produced a null reference exception (only happens under certain circumstances).  In our Dev environment the typical "out of the box" Javascript popup message that would alert me to issue didn't show up.  When we pushed the web resource to QA the "out of the box" JavaScript error message was displayed .  I was wondering if there is a way that JavaScript error checking that produces these popups could have been turned off in our dev environment.  I am lost as to why the same code would show the out of the box error in one environment and not the other when the same reproduction steps were taken.

Any suggestions on how to fix this would be greatly appreciated.


Disable synchronisation of fields from Outlook to CRM 2013

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Hi All,

We are trying to find a solution to prevent the synchronisation of the following Outlook Contact fields to CRM Contacts:

Home Address (even if it is set to “This is the mailing address”)
Notes

I know it’s possible to achieve this in CRM 2015, but we do not want to upgrade our CRM application.

Our users will use the fields above once the contact is synced from CRM, so we want to make sure that whatever we do it does not remove the data from the Outlook fields.

Any guidance on this much appreciated.

Thanks

Exporting Business Rules

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Hello,

I have found myself in a bit of a strange situation where I am exporting a solution from CRM 7.1 Online to CRM 7.0 On-prem.  Everything exported fine, except I am getting an error with Some of the Business Rules. Not all of them though.

"The Workflow hasn't been added to the solution because it contains at least one Dependency Feature that won't work in earlier versions of CRM."

It's quite a few of the business rules. Other business rules imported perfectly. Don't get why these business rules specifically wont export. 


(I am new to CRM)

Thanks

Very weird error in Microsoft Dynamics CRM 2015

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Hello experts!

I have this situation on my server:  It must be simple to solve but i do not know where to put the dlls.

Configuration Error
Description: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately.

Parser Error Message: Could not load file or assembly 'Microsoft.Crm\, Version\=7.0.0.0\, Culture\=neutral\, PublicKeyToken\=31b3856ad364e35' or one of its dependencies. The given assembly name or codebase was invalid. (Exception from HRESULT: 0x80131047)

1. I have this version of Microsoft.crm.dll 7.0.1.129 in:

C:\Program Files\Microsoft Dynamics CRM\CRMWeb\bin

C:\Program Files\Microsoft Dynamics CRM\Setup

C:\Program Files\Microsoft Dynamics CRM\Server\bin

I had tried to repair without any success.  I had copy the dlls in C:\Windows\assembly\GAC no success.

Please if you have any other ideas type and i will try it.

Thanks

Dynamics CRM 2015 integration with finger print and retina scan solutions

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Hello,

If anyone could help providing any documentation Business/technical on the best practices / how to integrate Dynamics CRM 2105 with finger print and retina scan solutions.

thank you

Returning calculated data in an advanced view

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Hi,

I've got a fairly specific situation where i want to return the first/middle/last names of a contact in a particular order based on their address country field. Whats the best way i can do this? I read somewhere it might be possible doing some pre-event plugin on query, is this possible, if so can anyone provide a bit more detail?

thanks,

Paul

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