Hi there,
I have a Decimal Number field that is Calculated. I would like it to round up to a whole number. Is there a Round function or something else that would make it happen?
Thank You!
Leibish Ringel
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Round up decimal type fields
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Post Configuration Deactivation Error
Hi,
I am getting the following message from the webpage when I try to deactivate all the Post Configurations:
"You will need to publish the related entities for form wall changes to take effect". We tried publishing everything and tried deactivating but we got the same message.
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Word mail merge templates for bulk email to contacts?
OK, so, new to D365 CRM/CRM Online. Get that out of the way first.
So, I want to be able to use Word-based merge templates to be able to send out bulk emails. I've created an initial merge template as a test. Created a marketing list as a test. Went into the XML mapping pane in Word 2016 (I have the O365 click-stream Office install) to insert some dynamic fields into the template. But now I'm stuck on the step-by-step to be able to associate the template to the marketing list so that the actual merged emails can be generated.
Naturally I've googled this. But to no avail. What I've found is either on older CRM versions, or based on contacts in Outlook, or otherwise not quite applicable/accurate.
Anybody know where I can find an up to date, step-by-step for how to do this? Using Word 2016 and D365 CRM/CRM Online, obviously.
Thanks very much in advance!
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Auditing Access team information
Hello,
I am using the Access team feature in my project. Unfortunately, customer came with a new requirement where we need to track when a user is either added or deleted from a given access team.
I've tried to capture the event on a plugin using the "Associate" message , filtering out "systemuser" and "team" entities with no luck; It doesn't get triggered at all. Has anybody encountered this problem before? I feel that the access team information is barely usable at all..
Thanks in advance ,
Jorge.
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close and refresh the parent form on click of save in child entity
hi,
i have two entities like college(parent) and student(child). in student form, college lookup is mandatory. so when student form is opened from college, after entering the values into student on click of save button, it should get saved and closed and also refresh the parent form that is related college record. for this i'm using save callback function which is not working.
this is my code:
function refresh()
{
Xrm.Page.data.save().then(thenSuccessFunction);
}
function thenSuccessFunction()
{
Xrm.Page.ui.close();
Xrm.Utility.openEntityForm("lp_college", Xrm.Page.getAttribute("lp_college").getValue()[0].id);
}
please suggest me what i can do to make this work.
Thankyou in Advance.
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Upgrade Portals from V5 to V7 (CRM2011 to CRM365)
I'm starting an upgrade in an on-premise deployment with the following source versions:
-CRM 2011 UR18
-ADX Studio Portals 5.0.18.0
The destination on-premise deployment will be:
-CRM 365
-ADX Studio 7 (latest release that supports CRM 365)
For the CRM upgrades, I'll be building separate CRM2013, CRM2015 and CRM2016/365 environments to handle each CRM upgrade. Although there are multiple steps, it's fairly straightforward and I've done this many time before.
However, upgrading ADXStudio Portals is new territory and I'd like to confirm where I run the related upgrade steps. Do I do upgrade this product during the same steps I'm upgrading CRM (ie CRM2013, CRM2015, CRM2016/365) or do I wait until I have my final CRM365 environment and then install/upgrade Portals?
Any help, best practice hints or links to articles is greatly appreciated.
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Single Required Checkbox on Form
Hi there,
I'd like to place a checkbox on an entity form that is business required - the form should not be saved without this option being selected.
I'd like for there to be only one option displayed on the form - something I know is possible by using the Two Options option set and setting the display to checkbox. The idea is identical to that of a "Accept the Terms and Conditions" checkbox.
What I have tried is to use a Two Options option set and try to set its value to null on load of the form. I haven't had much success with this.
Could someone perhaps advise on how this could be done? i.e. in JS.
Ryan
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Portal Entity Form Lookup filter
Hi,
We have a custom entity which has a reference to account.
Hence on our form/entity form a lookup is available for accounts.
However for this custom entity, I need to implement sole extra conditions (account of specific type and link with the current logged in user). Is there a way to change the fetchxml of the dialog that is shown for lookup in the portals?
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Multiple Business Units & Domains
We are in the middle of our Dynamics 365 Online Trial and we have a fairly unique situation for how we'd like to implement Dynamics 365 Sales Online. We have three separate businesses with three separate domains (hosted under one tenant). For example- some of us have three emails addresses (one for each company). Ideally, we can monitor and convert leads across all three companies within one Dynamics instance and when we compose an email it will compose a message from the correct account. Can anyone help me out or point me in the direction of resources to set this up?
I've created the business units already and we can manually change the send from each time within the outlook dynamics app.
Thanks!
-Alex
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Issue with Phone call entity
Hi Guys,
I want to updated one of my field with "lead" entity, when a skype call get initiated for the lead, I have written one custom code which reads "regardingobjectid" from phone call record and update the regarding lead, its working when I am using CRM though website, But not working from "Mobile Express" application of dynamics 365,
I have debugged the issue and I noticed "regardingobjectid" is missing when I am making skype call from "Mobile Express" and also the status of such phone call is "Open"
Please let me know you suggesstions and comments
Thanks,
Ashish
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Package deployer - Support multiple CRM versions
Hi,
I have a CRM solution that I currently export as a 8.0 solution. This solution is bundled in a .zip for the CRM package deployer for distribution on the MS AppSource.
I would like to add some functionalities introduced in, let's say, CRM 8.2 to my solution and enable them only when installed in CRM 8.2. In other words, when I import my solution:
- In CRM 8.0, 8.2 functionalities are ignored.
- In CRM 8.2, 8.2 functionalities are enabled.
Is it possible to either:
- Bundle multiple solutions in my CRM package and only import those that are supported by the CRM instance where they are being imported?
- Or have something in my solution definition that tells CRM to ignore the "8.2 only" nodes?
- Anything else that would do the same thing?
I do not want to end up with 2 solutions on the app source, one for 8.0 and another for 8.2.
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Portal Entity List
Hello, Is it possible to create more than one entity list in a single page (using liquid template)
with the default filters inserted in the CRM form? I try
{% include 'entity_list' key:'name' %}
but this code does not load the filtes, and using the 'full page' template it is possible
to insert only one.
tks.
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Tasks vanishing from Outlook Task Bar
I have a user who is having issues with the Outlook version of CRM 2016. He creates tasks in CRM, or creates them in Outlook and sets them regarding the proper record in CRM, however these tasks do not show up in his Outlook Task Bar, and so he does not get notifications/reminders about them. These tasks include Appointments, Scheduled contacts (E-Mails, Phone Calls), etc. Does anyone know why this would be occurring for this one user, but not anyone else, and how to fix this problem?
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Error generated when updating user field.
Looking at the following error...could someone give me an idea what may be causing this? The error is generated after changing the manager field for any user and trying to save the record.
Unhandled Exception:
System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.BadImageFormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #2AEA9224Detail:<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"><KeyValuePairOfstringanyType><d2p1:key>CallStack</d2p1:key><d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string"> at System.Reflection.RuntimeAssembly.nLoadImage(Byte[] rawAssembly, Byte[] rawSymbolStore, Evidence evidence, StackCrawlMark& stackMark, Boolean fIntrospection, SecurityContextSource securityContextSource)
at System.Reflection.Assembly.Load(Byte[] rawAssembly, Byte[] rawSymbolStore, SecurityContextSource securityContextSource)
at Microsoft.Crm.Sandbox.SandboxAppDomainHelper.LoadPluginAssembly(Byte[] assemblyContents, Byte[] assemblySymbols)
at Microsoft.Crm.Sandbox.SandboxAppDomainHelper.LoadPluginAssembly(Byte[] assemblyContents, Byte[] assemblySymbols)
at Microsoft.Crm.Sandbox.SandboxAppDomain.LoadPluginAssembly(Guid pluginAssemblyId, Int32 pluginAssemblyHashCode, String assemblyName, String trackingId, Int32 depth)
at Microsoft.Crm.Sandbox.SandboxWorker.ValidateAndGetAppDomainHelper(SandboxCallInfo callInfo, SandboxExecutionContext requestContext, Guid pluginAssemblyId, Int32 sourceHash, String assemblyName, Guid pluginTypeId, String pluginTypeName, SandboxTracker tracker, SandboxRequestCounter& workerCounter)
at Microsoft.Crm.Sandbox.SandboxWorker.Execute(SandboxCallInfo callInfo, SandboxPluginExecutionContext requestContext, Guid pluginAssemblyId, Int32 sourceHash, String assemblyName, Guid pluginTypeId, String pluginTypeName, String pluginConfiguration, String pluginSecureConfig, SandboxRequestCounter& workerCounter, Boolean returnTraceInfo)</d2p1:value></KeyValuePairOfstringanyType></ErrorDetails><Message>System.BadImageFormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #2AEA9224</Message><Timestamp>2017-05-30T17:44:07.7803847Z</Timestamp><InnerFault i:nil="true" /><TraceText>
[ICS.PharMerica.Plugins.UpdateTimeEntryApprover: ICS.PharMerica.Plugins.UpdateTimeEntryApprover]
[d77f2ab3-aba0-e311-9218-00155d001314: ICS.PharMerica.Plugins.UpdateTimeEntryApprover: PreUpdate of systemuser]
</TraceText></OrganizationServiceFault>↧
Show Related records on form
Hello,
I have to display all the related records for an entity on its form when it is opened up. For example I have multiple Sites in an entity called Sites. It has records containing site names, lets say Site A , Site B, Site C. There are various equipment types each equipment type is its own entity. The entities are related to the sites on a 1:N relationship . the 1 being the site and the N being the equipment. So For example we have tractors, trucks and boats. I am trying to make it such that when i open up Site A, in the form , we can see all of the different related entries for it. so it should show all the tractors, trucks and boats at that site. and if I open up site B, it should show the corresponding items in there. Can someone point me how i could set my forms up to do this?
Thanks
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not getting value in plugin on post create
Hello All,
In CRM, want to create plugin with below business logic:
Custom Entity(Seller Profile) having lookup Product and category that value need to send via email to user.
So whenever plugin trigger on create not able to get product and category value in email body.
I am using create message with post operation .
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Can a workflow be used to change a Case Customer name from a Contact name to a Account name
For Cases that have been opened under a Contact Name, is there a way with a workflow to get the case Customer name changed to an Account name. We have a need for cases to be opened under a Contact name to auto populate Contact information in the case.
We also need the cases to reside under an Account for consistency.
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Creating Invoice does not sum up the Amount
Hi!
Im using the Project Service module and have created some time reports against some project tasks and I have also approved these rows.
But when going into the project contract (That is confirmed) and create invoice it does not sum up the amount against the invoice. See picture.
What reasons could there be for this? The time reports are all within the project tasks time period.
regards,
Tomas
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Add/display only related records in subgrid
Hospital "Hospi 1" have many doctors : "Doc1 Hospi1", "Doc2 Hospi1". And the docs only work for one hospital.
When a patient admitted to Hospi1, once the user select "Hospi 1", in the Doctor subgrid, I would like to restrict the display of the doctors to only display doctors for Hospi1. And when the user hit the + sign to add new doctors in doctor subgrid, the lookup only show doctors for Hospi1.
How can I restrict that? or I have to deal with plugin?
Thanks.
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update primary contact
Hi, I have a two option set field to mark the primary contact in contact form, user just needs tick the box, then a workflow will update the field in account, I am wondering if user tick another contact as primary and uncheck the current primary contact. for example, the current primary contact is A, but user tick conact B as primary contact, it still updates the field, but can we uncheck primary contact checkbox in contact A?
Thanks
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