I changed some of the values of items in an option set to make them easier to work with in an integration and now I am getting this error in one of my workflows. I don't really understand why though because that field does not get set in the workflow.
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"The value of 'fieldname' on record type 'opportunity' is outside the valid range."
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How to modify mapping for Contract Line to Contract Line (contractdetail) when Contract is Renewed or Copied
Hello,
I have added a new field to the Contract Line (contractdetail) entity that should be filled in only on the initial contract for a customer (the contract that is created when a product is purchased). When I Copy or Renew a Contract in CRM, the value for this field gets copied or mapped to the new Contract Lines.
For other entities, I would simply modify the mapping for the relationship so that this particular field is not mapped and therefore not copied to the new record. I cannot find a relationship between Contract Line and Contract Line in this case however, so I cannot modify the mapping.
Can anyone suggest a way to accomplish this objective? That is, to not copy the value of this field to the new Contract Line (contractdetail) record when a Contract is Copied or Renewed?
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Get two values into one field javascriptr
Hi, I'm trying to get two lookup field and copy the content into one separate field. The following script works if i pick one one or the other but i cant see to get both value. I'm calling the javascript with OnSave.
function addparty() {
var consultant= Xrm.Page.getAttribute(net_requirednettitude).getValue();
var accountmanager = Xrm.Page.getAttribute(net_accountmanager).getValue();
Xrm.Page.getAttribute("requiredattendees").setValue(accountmanager + "" + consultant)
}
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Managed Solutions
I would like to remove some of the entities from the managed solution but CRM will not let me, Tell me how to remove the entities, or if i uninstall the managed solution. will i get any backup of these entities.
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CRM for Outlook 2010 Rollup 15 - failing on some machines
The recent update for the CRM plugin is failing on 50% of our computers. The computers that are failing had the update auto-install 2 weekends ago, and the ones that work had it install this weekend.
A reinstall of the CRM plugin, the SQL CE 4 sp1, and the Windows sign-on feature doesn't work. All version numbers match on all computers.
On the failing machines, the Configuration Manager won't start and gives the error "Not Found". When starting Outlook, it continuously crashes until the plugin is disabled.
On the working machines, using the same roaming profile, it starts slowly, but perfectly fine. It reliably fails on the failing machines for all users.
Any thoughts on where to start?
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Triggering a Jscript on creation of Notes in Account entity
Hello All,
Is there a way I can trigger a JScript function when the user adds a new note to the Notes section in account entity?
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What is the limit for the amount of values in the 'In' filter in Fetch XML?
Does anyone know the limit for the amount of values that can be put in the 'In' filter in Fetch XML?
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Unable to retrieve values from ExecuteMultiple Request.
I have used ExecuteMultiple Request for Create previously was able to find the result from childNode by using below code
for (var i = 0; i < (data.getElementsByTagName("a:KeyValuePairOfstringanyType").length); i++) {
if (navigator.appVersion.indexOf("MSIE 9") > -1) {
if (data.getElementsByTagName("b:key")[i].text == "id") {
_createdRecordGUIDs.push(data.getElementsByTagName("b:value")[i].text);
}
}
else {
if (data.getElementsByTagName("b:key")[i].textContent == "id") {
_createdRecordGUIDs.push(data.getElementsByTagName("b:value")[i].textContent);
}
}
}
But when I use the retrieve request I was not able to get responses correctly in ChildNodes its making me difficult to get the values from the response .
Here is the response view :
"ExecuteMultipleIsFaultedfalseResponses0RetrieveEntityowningbusinessunit03c4796b-1116-e311-8ddc-b4b52f67d656businessunitmodifiedbyc66562ef-6af1-4812-939b-0c2ed1f4fda2systemuserDmitry Gstatecode0modifiedon2013-11-25T12:27:12Zstatuscode1mtcnp_entity3createdbyc66562ef-6af1-4812-939b-0c2ed1f4fda2systemuserDmitry Gmtcnp_name73 Leads Import createdon2013-11-25T12:27:12Zmtcnp_importpersonid99739345;21695292;104792983;104809059;12908399;15407873;40453338;100586062;19989213;49700737;99745998;99369863;99368660;16547071;16590207;30021093;103348622;25700737;15464610;104714923;24145384;12715086;104735755;19208366;35028620;100944858;99370248;104736222;20746332;104726325;35232042;54992793;104732785;99739113;14473654;39038090;20225185;15820253;14636717;15646502;99737274;89899161;28466050;105454740;34872173;104727219;104832563;14303254;22230448;82936287;20631474;104757211;74197880;49418531;36680179;15202994;104718070;62352468;16801811;104525482;74888401;14044950;104792511;24892233;18461741;99745619;99731478;4776660;99744851;20655199;16490251;90689663;14447597owninguserc66562ef-6af1-4812-939b-0c2ed1f4fda2systemusermtcnp_transactionsid673582e8-cc55-e311-a38b-b4b52f67d666owneridc66562ef-6af1-4812-939b-0c2ed1f4fda2systemuserDmitry GstatecodeActivemodifiedon11/25/2013 6:27 AMstatuscodeActivemtcnp_entityLeadcreatedon11/25/2013 6:27 AM673582e8-cc55-e311-a38b-b4b52f67d666mtcnp_transactions"
All i need is the series of number couldn't get the values in ChildNodes like I used to get before .Does anyone here have the same problem ?
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App Store Issue
Anyone had any experience with the CRM App Store? I am having several issues after installing the main AppStore app in my test environment. I have tried to use the "Contact Us" button to report these issues and I get an error. I have basically given up trying to use it. It even fails trying to un-install the App Store App itself.
Also, it will not let me install any of the Apps in another organization. Once you download and try one, you can't install again. In my opinion App Store is not ready for implementation in my production environment.
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Close all activity linked to opportunity
Hi everyone,
there is a fast method to close all activity linked to opportunity before declare it as WON/LOST without develope a plugin?
Dialog...!?!? I would not want them getting a pass...
Thanks a lot!
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Update Accounts from excel sheet into CRM
Hi, I have an excel sheet with AccountIDs and address columns. Can anyone please let me know what is the best way to update the CRM 2011 Account. no of accounts (400K).
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CRM Workflow email sent
Hallo,
I try to create easy worflow:
1. if receive email from specific email xx@xx.com
2. create email from yy@yy.com to zz@yy.com
I see in my queues that process succesfully ends but no email receive.
Have you any ideas for recommend me som simple step by step manual.
Thank You
Robert
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CRM Buttons Greyed-Out in Outlook
Hello all,
One of my users has informed me that all of his CRM buttons are suddenly grayed out and he is unable to click them. He is operating in the Outlook client. Any ideas for solutions?
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CRM 2011 Outlook client Installation error
Hi All,
When I'm trying to install outlook CRM client, I'm getting following error message.
[Window Title]
Microsoft Dynamics CRM for Outlook
[Content]
There is a problem communicating with the Microsoft Dynamics CRM server. The server might be unavailable. Try again later. If the problem persists, contact your system administrator.
[Expanded Information]
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. Finally, you can contact Microsoft Support.
at Microsoft.Crm.MapiStore.DataStore.WaitInitialized()
at Microsoft.Crm.Application.Outlook.Config.OutlookConfigurator.InitializeMapiStoreForFirstTime()
at Microsoft.Crm.Application.Outlook.Config.OutlookConfigurator.Configure(IProgressEventHandler progressEventHandler)
at Microsoft.Crm.Application.Outlook.Config.ConfigEngine.Configure(Object stateInfo)
[V] Details [OK]
[Footer]
View the Log File
I couldn't find any solution for this issue yet and I'm trying on this for 2 days now. Could somebody help me to resolve this issue please?
Thanks,
Erandika
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MS Dynamics Online: Are crash logs available?
Are crash logs available to Microsoft Dynamics online? If yes, where can I find them?
Thanks in advance
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Deleting leads associated with another record
How can I accomplish this? I've gone into a few records and remove Activities, Campaigns, etc., but I still can't delete the lead. I have a LOT of leads to delete so I'd hate having to go into each record separately. Is there a way to bulk delete these?
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How do I incorporate the Business Process stage into the list of open opportunities?
Hi,
I want to include a column with the process stage of an opportunity into the list of open opportunities. Which field is the right one for this purpose?
Thanks,
Pikealot
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Outlook mail merge not working
It seems when a workstation Microsoft Dynamics CRM 2011 for Microsoft Office Outlook : 5.0.9690.3557 upgrades to Microsoft Dynamics CRM 2011 for Microsoft Office Outlook : 5.0.9690.3739 - the mail merge button stops working. It just does nothing. Ive tried to uninstall and reinstall the client and rollup 15, there is no change. Has anyone found a fix to this? Also uninstalled / disabled all popups, toolbars, ect. Win 7 office 2010 CRM 2011
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Workflow fundamentals?
Attend this four hour online Academy training taught by Adam Vero, CRM MCT, in which you will learn to build Workflows which work as designed, fail less often, and allow you to amend them as necessary to suit your changing business requirements.
Learning Objectives
• Mastering the Dynamics CRM Workflow editor and understanding all those options
• "Look before you leap" - using conditions to check data before making changes to it
• Planning ahead and building Workflows which can be edited more easily
• Using dynamic values in the Form Assistant of the Create / Update record form
• Using Child Workflows effectively
• Understanding Wait and Timeout steps
• Taking advantage of Workflow Templates to "clone" a Workflow
• Simple Workflow troubleshooting steps
Hurry! Register today. The class begins December 12th.
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Does accepting or declining appointments in Outlook affect CRM?
We are using the outlook plugin to synch outlook to on-premise CRM. After poking around I'm under the impression that CRM does not keep track of whether or not someone accepted or declined a meeting. I can decline a meeting, and it will be synched into my calendar from CRM and show up as if I accepted it. This is confusing some of our users, who are declining meetings and then seeing them show up anyway. It's also creating some problems with booking service appointments, because CRM thinks the user is busy during a particular time and doesn't want to schedule a service appointment, when in reality the user is free.
Are there any recommended ways of dealing with this?
On the flip side, optional attendees that accepted don't show up in the service calendar and can get double-booked through CRM. We've had to write a plugin that moves all optionals to required for every appointment because double-booking is a much bigger issue, but if there was a way to see who actually accepted or declined the meeting then I could solve both problems at once.
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