Hi

I have a requirement to add Subject field to "Add Comment" modal popup in "Edit Case" form of customer self service portal. I tried to changing the "portal comment" form solution but that does not impact the modal popup form.

May I know how to configure or modify the "Add comment" modal popup please?

Hi.

We are currently upgrading a CRM2013 instance to CRM2016/D365 (w/2.1) and noticed some strange changes in behavior.

In CRM2013, when creating a new record, a user could enter a date in date&time (initially empty) field, press tab then it would focus on the time field.

In CRM2016/D365 it jumps to the next field, and the time is defaulted to 08:00. Is this expected behavior? If the field already (date & time) has a value it works as expected, but not when it's initially empty/blank.

Also tested this on online and the same thing happens. (ie skips the time field on tab)

Any tips?

Hello,

I have Dynamics 365 on-premises, by default, the option legacy form rendering is disabled, the row height is normal (or the space between the rows), like this:

Field A  Field B

Field C  Field D

Field E  Field F

I would like to user editable grid, so I have enabled the option legacy form rendering, after that, the row height on the form increased, like this:

Field A  Field B

(white line space)

Field C  Field D

(white line space)

Field E  Field F

I have tried this on IE 11 and Chrome, the same problem.

Thanks for any ideas

Song

Hi Experts,

I set Server profile and mailbox in crm , but when I run test email,it fails. Error below is from Download mail box:

enabledforact : True

Mailbox Idle State (shows how many times the mailbox was processed with no email items or Appointments, Contacts and Tasks to synchronize)
noemailcount : 11
noactcount : 0

Mailbox Backoff Parameters (shows when the mailbox is scheduled to process next time)
postponemailboxprocessinguntil : 8/16/2017 12:26:59 PM
postponesendinguntil : 1/1/1900 12:00:00 AM
receivingpostponeduntil : 8/14/2017 3:20:56 PM
receivingpostponeduntilforact : 1/1/1900 12:00:00 AM

Mailbox Test and Enable Parameters
testemailconfigurationscheduled : False
testemailconfigurationretrycount : 0
testmailboxaccesscompletedon : 8/16/2017 12:14:58 PM
postponetestemailconfigurationuntil : 8/16/2017 12:19:58 PM

Mailbox Last Sync Cycle Information
lastsuccessfulsynccompletedon : 8/16/2017 12:14:59 PM
lastsyncerror :
lastsyncerrorcode : 0
lastsyncerrorcount : 0
lastsyncerroroccurredon : 8/14/2017 3:15:56 PM
lastsyncerrormachinename : CRM2016
itemsprocessedforlastsync : 0
itemsfailedforlastsync : 0


Email Server Profile Details

Email Server Profile General Settings (servertype: 1 is others, 0 is Exchange)
servertype : 1
useautodiscover : False
maxconcurrentconnections : 10
minpollingintervalinminutes : 0

Email Server Profile Incoming Email Settings
incomingauthenticationprotocol : AutoDetect
incomingcredentialretrieval : UserSpecified
incominguseimpersonation : False
incomingusessl : True
incomingportnumber : 995

Email Server Profile Outgoing Email Settings
outgoingauthenticationprotocol : AutoDetect
outgoingcredentialretrieval : UserSpecified
outgoinguseimpersonation : False
outgoingusessl : False
outgoingportnumber : 25

Recent Trace Log details
tracecode : 2
machinename : CRM2016
errortypedisplay : UnknownIncomingEmailIntegrationError
errordetails: Null
collationlevel : 1
modifiedon : 8/16/2017 12:14:59 PM

tracecode : 2
machinename : CRM2016
errortypedisplay : UnknownIncomingEmailIntegrationError
errordetails: Null
collationlevel : 0
modifiedon : 8/16/2017 12:14:59 PM

tracecode : 127
machinename : CRM2016
errortypedisplay : ExchangeSyncACTDeliveryMethodNotExchangeSynchronization
errordetails: Null
collationlevel : 1
modifiedon : 8/16/2017 12:14:56 PM

tracecode : 24
machinename : CRM2016
errortypedisplay : GeneralOutgoingMailboxAccessError
errordetails : ActivityId: 1ba9af20-1e07-4ae0-8b4d-f117bd0e24e1
>Error : System.Net.Mail.SmtpFailedRecipientException: Mailbox unavailable. The server response was: "JunkMail rejected - (CRM2016) [84.241.10.80]:54212 is in an RBL, see
   at System.Net.Mail.SendMailAsyncResult.End(IAsyncResult result)
   at System.Net.Mail.SmtpClient.SendMailCallback(IAsyncResult result)

collationlevel : 1
modifiedon : 8/16/2017 12:14:56 PM

tracecode : 24
machinename : CRM2016
errortypedisplay : GeneralOutgoingMailboxAccessError
errordetails : ActivityId: ca421f95-8072-4c47-83c6-fc7b52b0164b
>Error : System.Net.Mail.SmtpFailedRecipientException: Mailbox unavailable. The server response was: "JunkMail rejected - (CRM2016) [84.241.10.80]:54408 is in an RBL, see
   at System.Net.Mail.SendMailAsyncResult.End(IAsyncResult result)
   at System.Net.Mail.SmtpClient.SendMailCallback(IAsyncResult result)

collationlevel : 0
modifiedon : 8/16/2017 12:14:56 PM

tracecode : 127
machinename : CRM2016
errortypedisplay : ExchangeSyncACTDeliveryMethodNotExchangeSynchronization
errordetails: Null
collationlevel : 0
modifiedon : 8/16/2017 12:14:56 PM

tracecode : 2
machinename : CRM2016
errortypedisplay : UnknownIncomingEmailIntegrationError
errordetails: Null
collationlevel : 0
modifiedon : 8/16/2017 12:13:14 PM

tracecode : 24
machinename : CRM2016
errortypedisplay : GeneralOutgoingMailboxAccessError
errordetails : ActivityId: c357b4d5-a802-41ec-87d2-1dcb9b5b3630
>Error : System.Net.Mail.SmtpFailedRecipientException: Mailbox unavailable. The server response was: "JunkMail rejected - (CRM2016) [84.241.10.80]:54405 is in an RBL, see
   at System.Net.Mail.SendMailAsyncResult.End(IAsyncResult result)
   at System.Net.Mail.SmtpClient.SendMailCallback(IAsyncResult result)

collationlevel : 0
modifiedon : 8/16/2017 12:13:11 PM

tracecode : 127
machinename : CRM2016
errortypedisplay : ExchangeSyncACTDeliveryMethodNotExchangeSynchronization
errordetails: Null
collationlevel : 0
modifiedon : 8/16/2017 12:13:11 PM

tracecode : 2
machinename : CRM2016
errortypedisplay : UnknownIncomingEmailIntegrationError
errordetails: Null
collationlevel : 0
modifiedon : 8/16/2017 12:01:52 PM

Hi,

Wondering if there is a solution to the following.

I want to close Appointment records once the End Time is older than 5 hours...

Any suggestions wold be greatly appreciated.

(This is my first post so forgive me if this is answered elsewhere on the forum)

Many Thanks

TruelineCRM

Hi everyone,

I'm a new user of CRM and I think, my question is solved easy, but not yet for me.

I wanna set an automatic workflow and should do the following:

When a new opportunity is created, a new task should be created - including the follow-up as the date of the task.

I asked Google, but unfortunately I didn't get any answer.

Can someone please help me?

Best regards

Mick

I have been trying to find a way to send clients a customized automated birthday email, but i found out that i'm not able to do that out of the box. so I decided to compare the day and month of now by the day and month of birthday and if they are the same trigger the email. 

but I'm not able to extract the day or month or year from a specific field how to do that?

thank you

Hi All,

We are facing an issue of Window.Open getting minimized/losing focus.

We are trying to open a 'aspx' page in window.open. PFB code snippet used:

myWindow = window.open(requiredServerUrl + "/MappingWeb/AddressPopup.aspx?update=0&address=" + address, 'Address popup', 'location=1,status=0,scrollbars=1,resizable=no,top=120,left=230,  width=900,height=520');

Dynamic CRM 2015 - Onpremise.

We tried to use myWindow.focus();

But even after adding the above line it is still losing the focus and the window is getting minimized. We are using Internet Explorer 11.

Any suggestions would be helpful.

Regards,

Rahul G J

Hi

We are using the outlook integration and on occasions have requirements to print emails out for certain requests etc.....  When we print the emails through outlook we get a field that shows called "crmsecondpage.xml" which includes a lot of code(!?!) in text that takes up half a page and looks a bit odd.

Does anyone else experience this and know if it is possible to remove this?

Thanks in advance 

I tried to import a solution from the sandbox environment(CRM Online) to the production environment(CRM Online) then I keep getting this error I tried to deactivate the workflow but no luck still any help or recommendation will be appreciated. 

-Thank you, in advance.

I have created a Data Map that allows data from 1 CSV to be imported into 2 entities. These are 2 custom entities - an entity that contains my main data and a lookup. The Data Map populates the lookup first so that the required related lookup data exists.

The problem I have is if a record in the csv file already has an entry that already exists in the lookup entity then the import fails for the main entity - the records are not imported due to a duplicate lookup reference found.

I have a duplicate detection rule set to prevent duplicate records being added to the lookup entity and this seems to be working as I do not have any duplicate records in the lookup entity.

However, it looks as if all the records are being imported into the lookup entity but before the duplicate detection rule is triggered CRM is then trying to import the data into the main entity before the 'duplicate' lookup record is deleted - hence failure due to a duplicate lookup reference being found.

Any help will be much appreciated.

How to prevent users (no admin acess ) from creating new dashboards and personal views, and how to remove system dashboards and system views?

thank you!

We have performed upgrade from 2013 to dynamics 365.

$("#notescontrol a[title='NOTES']").attr('disabled', 'disabled');

The above code was working well in CRM 2013 but not working on dynamics 365.

Does it have any alternative code? 

Hi all,

          i Have table data which was sent to me through email. I am trying to parse the Description from email entity through ODATA. Now i am getting the description value through console application. I have the description value(Html code) in string. I cant able to get the table data. Can anyone help me pass through this?

Thanks and Regards,

Aldous Huxley V

What is the right answers of these questions please ? 

..............................................................................................

1.       You are developing a Microsoft Dynamic CRM solution for a company. Your solution utilizes an HTML Web resource on the Account form. Company employees use Microsoft Dynamic CRM Mobile client for iPad, Android and Windows.
How will this environment affect the user experience?

A.      The users will not be able to view the Web resources and will need to use the desktop client instead.

B.      The users can view the Web Resources, as long as it is within one of the first five tabs of the default form.

C.      The users will have to download and install an update rollup in order to view the Web Resource.

D.      The users will not be able to use the Web Resource until their security role is updated with ISV Customization privileges.

2.       You are configuring a sales process in Microsoft Dynamic CRM. The sales person needs to have an additional stage if the probability field value is greater than 50%. Which three actions should you perform?

A.      Add a branch rule to define the condition that should display the high probability stage.

B.      Add a stage to the branch for the high probability opportunity condition.

C.      Create a business process flow for your sales process.

D.      Create a business rule to conditionally switch between business process flow if the probability is greater than 50%.

E.       Create a second business process flow for the high probability opportunities.

3.       You import a managed solution that contains entity named Loan. Loan is enabled for customization. You need to add a new field to the Loan entity. What are two possible ways to achieve the goal?

A.      Open the imported solution, locate the Loan entity, and then add the new field. 

B.      Create a new solution, add the existing Loan entity and then add the new field.    

C.      Modify the Managed Properties of the Loan entity in the imported solution.

D.      Open the default solution, locate the Loan entity and then add the new field.

4.       You create a business rule that has a Set business required action for a field. The action has a status of Business required when a condition is met. Users report that when they change the value so that the condition is false, the field is still required.
You need to ensure that the field is required only if the condition is true. What should you do?

A.      Create an Else statement that has no condition and a Set Default action to reset the field to Not Business required.

B.      Use a business rule formula to set the required level of the field.

C.      Change the scope of the business rule to All Forms

D.      Create an Else statement that has no conditions and a Set business required action. Configure the action to have a Status to Not Business required

5.       In a Dynamic CRM organization, you create a custom entity named location. You need to create a hierarchical set of location records. What should you do?

A.      Create a N:N relationship between two different entities and set Hierarchical to Yes for the relationship definition.

B.      Create a N:N relationship between same entity and set Hierarchical to Yes for the relationship definition.

C.       Create a 1:N relationship between same entity and set Hierarchical to Yes for the relationship definition.

D.      Create a 1:N relationship between two different entities and set Hierarchical to Yes for the relationship definition.

6.       You have a custom entity named Entity1 that has three activated business process flow named BF2 BPF2 and BPF3. You need to ensure that BPF2 in visible only to Customer service representatives from web client. What should you do?

A.      Branch the process flow.

B.      Configure security roles

C.      Edit the process scope      

D.      Rename BPF2 to come before BPF1

E.       Edit the definition of the Entity1.

7.       You have a user who must import a file every Monday. The file contains contacts form events the user attended during the weekend. The events are scheduled every weekend for the next 18 months. You need to prevent duplicate contact from being created when the user Imports the contacts. What should you do?

A.      Create a real-time workflow.

B.      Add a duplicate detection rule to the data map.

C.      Schedule a duplicate detection Job.

D.      Apply Duplicate detection rule to the Import Data wizard.

8.       You have a Dynamic CRM Org. Users access CRM from the web and from Mobile apps. You plan to add a new entity to the organization. You need to ensure that the users can see the entity records from the web and from the mobile apps. What you should do?

A.      Activate the mobile express form.

B.      Configure the mobile express form.

C.      Modify the entity definition

D.      Enable the users for Offline access.

9.       You have a Dynamic CRM org. You set an option that contains the values configured as shown in the following table.

What is the default sort order of the labels?

A.      Four, One, Three, Two

B.      Two, One, Three, Four     

C.      One, two, Three, four

D.      Two, One, four, three

10.   You have a dynamic CRM development environment and a Dynamic CRM production environment. In both environments, your account is assigned the System Customizer role.
In the dev env, you create a custom solution that contains all of the project components deployed to the production environment. The custom solution contains an entity. In the dev env, you open the project solution that you intend to deploy to the production env. You see the entity, but not the field.
You need to ensure that you can modify the field in the development env. What you should do?

A.      Ask System Admin to assign your user the System Admin security role and then modify the system field.

B.      In the project solution, add a field to the entity, and then make the modification.

C.      In the default solution, make the modification.

D.      Use the Ass Sub Components action, add the field and then make the modification.

11.   You have a business rule that has a scope of AM forms. You discover that the business rule does not execute on forms when users access the forms. You need to ensure that the business rule executes on the forms when accessed by the users. What should you do?

A.      Assign the users permissions to read the business rule.

B.      Change the scope of the business rule from All Forms to Entity.

C.      Activate the business rule.

D.      Enable the execution of the business rule from the System Settings.

12.   You have a Dynamic CRM org. You enable manager Hierarchy security. You have the users shown in the following table.

A.      Read and Update the records owned by Sales Manager.

Read and Update the records owned by Sales User

B.      Read and Update the records owned by Sales Manager.

Read the records owned by Sales User

C.      Read and Update the records owned by Sales Manager.

Read the records owned by CEO

D.      Read all the records in the organization.

Edit the records owned by Sales Manager.

13.   You plan to create a Country entity that contains one record for each country in the world. You need to track which countries, a Contact visited. No additional data will be tracked. Which type of relationship should you create?

A.      N:N relationship from the contact to the Country

B.      1:N relationship from Country to Contact

C.      N:N relationship from Contact to country that has a relationship behavior type as parental.

D.      1:N relationship from the contact to the Country.

14.    -----------------------------------------------------------------------------------------------------------------------You need to identify which types of data can be included in a Business Process Flow. Which three types of data should you identify?

A.      Data from an attached Microsoft OneNote notebook.

B.      Data from the Primary entity

C.      Data from a related entity

D.      Data from an Unrelated entity

E.       Data from a Microsoft Office group.

1.       You are developing a Microsoft Dynamic CRM solution for a company. Your solution utilizes an HTML Web resource on the Account form. Company employees use Microsoft Dynamic CRM Mobile client for iPad, Android and Windows.
How will this environment affect the user experience?

A.      The users will not be able to view the Web resources and will need to use the desktop client instead.

B.      The users can view the Web Resources, as long as it is within one of the first five tabs of the default form.

C.      The users will have to download and install an update rollup in order to view the Web Resource.

D.      The users will not be able to use the Web Resource until their security role is updated with ISV Customization privileges.

2.       You are configuring a sales process in Microsoft Dynamic CRM. The sales person needs to have an additional stage if the probability field value is greater than 50%. Which three actions should you perform?

A.      Add a branch rule to define the condition that should display the high probability stage.

B.      Add a stage to the branch for the high probability opportunity condition.

C.      Create a business process flow for your sales process.

D.      Create a business rule to conditionally switch between business process flow if the probability is greater than 50%.

E.       Create a second business process flow for the high probability opportunities.

3.       You import a managed solution that contains entity named Loan. Loan is enabled for customization. You need to add a new field to the Loan entity. What are two possible ways to achieve the goal?

A.      Open the imported solution, locate the Loan entity, and then add the new field. 

B.      Create a new solution, add the existing Loan entity and then add the new field.    

C.      Modify the Managed Properties of the Loan entity in the imported solution.

D.      Open the default solution, locate the Loan entity and then add the new field.

4.       You create a business rule that has a Set business required action for a field. The action has a status of Business required when a condition is met. Users report that when they change the value so that the condition is false, the field is still required.
You need to ensure that the field is required only if the condition is true. What should you do?

A.      Create an Else statement that has no condition and a Set Default action to reset the field to Not Business required.

B.      Use a business rule formula to set the required level of the field.

C.      Change the scope of the business rule to All Forms

D.      Create an Else statement that has no conditions and a Set business required action. Configure the action to have a Status to Not Business required

5.       In a Dynamic CRM organization, you create a custom entity named location. You need to create a hierarchical set of location records. What should you do?

A.      Create a N:N relationship between two different entities and set Hierarchical to Yes for the relationship definition.

B.      Create a N:N relationship between same entity and set Hierarchical to Yes for the relationship definition.

C.       Create a 1:N relationship between same entity and set Hierarchical to Yes for the relationship definition.

D.      Create a 1:N relationship between two different entities and set Hierarchical to Yes for the relationship definition.

6.       You have a custom entity named Entity1 that has three activated business process flow named BF2 BPF2 and BPF3. You need to ensure that BPF2 in visible only to Customer service representatives from web client. What should you do?

A.      Branch the process flow.

B.      Configure security roles

C.      Edit the process scope      

D.      Rename BPF2 to come before BPF1

E.       Edit the definition of the Entity1.

7.       You have a user who must import a file every Monday. The file contains contacts form events the user attended during the weekend. The events are scheduled every weekend for the next 18 months. You need to prevent duplicate contact from being created when the user Imports the contacts. What should you do?

A.      Create a real-time workflow.

B.      Add a duplicate detection rule to the data map.

C.      Schedule a duplicate detection Job.

D.      Apply Duplicate detection rule to the Import Data wizard.

8.       You have a Dynamic CRM Org. Users access CRM from the web and from Mobile apps. You plan to add a new entity to the organization. You need to ensure that the users can see the entity records from the web and from the mobile apps. What you should do?

A.      Activate the mobile express form.

B.      Configure the mobile express form.

C.      Modify the entity definition

D.      Enable the users for Offline access.

9.       You have a Dynamic CRM org. You set an option that contains the values configured as shown in the following table.

What is the default sort order of the labels?

A.      Four, One, Three, Two

B.      Two, One, Three, Four     

C.      One, two, Three, four

D.      Two, One, four, three

10.   You have a dynamic CRM development environment and a Dynamic CRM production environment. In both environments, your account is assigned the System Customizer role.
In the dev env, you create a custom solution that contains all of the project components deployed to the production environment. The custom solution contains an entity. In the dev env, you open the project solution that you intend to deploy to the production env. You see the entity, but not the field.
You need to ensure that you can modify the field in the development env. What you should do?

A.      Ask System Admin to assign your user the System Admin security role and then modify the system field.

B.      In the project solution, add a field to the entity, and then make the modification.

C.      In the default solution, make the modification.

D.      Use the Ass Sub Components action, add the field and then make the modification.

11.   You have a business rule that has a scope of AM forms. You discover that the business rule does not execute on forms when users access the forms. You need to ensure that the business rule executes on the forms when accessed by the users. What should you do?

A.      Assign the users permissions to read the business rule.

B.      Change the scope of the business rule from All Forms to Entity.

C.      Activate the business rule.

D.      Enable the execution of the business rule from the System Settings.

12.   You have a Dynamic CRM org. You enable manager Hierarchy security. You have the users shown in the following table.

A.      Read and Update the records owned by Sales Manager.

Read and Update the records owned by Sales User

B.      Read and Update the records owned by Sales Manager.

Read the records owned by Sales User

C.      Read and Update the records owned by Sales Manager.

Read the records owned by CEO

D.      Read all the records in the organization.

Edit the records owned by Sales Manager.

13.   You plan to create a Country entity that contains one record for each country in the world. You need to track which countries, a Contact visited. No additional data will be tracked. Which type of relationship should you create?

A.      N:N relationship from the contact to the Country

B.      1:N relationship from Country to Contact

C.      N:N relationship from Contact to country that has a relationship behavior type as parental.

D.      1:N relationship from the contact to the Country.

14.   You need to identify which types of data can be included in a Business Process Flow. Which three types of data should you identify?

A.      Data from an attached Microsoft OneNote notebook.

B.      Data from the Primary entity

C.      Data from a related entity

D.      Data from an Unrelated entity

E.       Data from a Microsoft Office group.

Hi Team,

I need to pull linkedin profile data into ms dynamics CRM. Are there any tools through which i can accomplish this or do we need to use Linkedin API to do this.

Awaiting for your suggestion friends.

Hi,

I am using decimal number field to enter the time in minutes:seconds. At the end we need to calculate total Duration. Below is the screenshot.

How to change the Total Duration to Time( ex: If it is 6.70 change it to 7.10(7minutes 10 seconds) )

Hi Guys,

I am migrating data from one crm organization to another CRM organization. I am facing issues in migrating mailbox records. when User is created in Source CRM it creates two mailboxes and i am trying to migrate these tow mailboxes to target CRM but i am getting error in migrating one of the mailbox from source to target, out of the two mailboxes created. the filure mailbox gives error saying "[Dynamics CRM Destination [305]] Error: An error occurred with the following error message: "System.Exception: Error(s) occurred when processing the batch: [1] [GUID of record] CRM service call returned an error: An e-mail address is a required field in case of forward mailbox.  (SSIS Integration Toolkit for Microsoft Dynamics 365, v8.1.0.6275 - DtsDebugHost, v12.0.2000.8)"

I have checked that the mailbox in source does not have IsForwardmailbox falg set true. But it gives me error. Can anybody with previous experience in data migration help me in this?

As an inside (or outside) sales rep who wants to open a new case within the “Customer Care/Cases” module of CRM, I should be able to select a supplier name from a drop-down box. The supplier name should be defaulted to “n/a”. I should be able to select from a pre-populated list of Supplier names or if I cannot find my supplier, I should be able to select “Other”.

Just like we can see Customer details

How can we achieve this as Customer field in inbuilt

Hello

I am trying to import a csv file using hte CRM dynamics SDK 2013. I keep seeing examples of code using the import class as shown below

Import myimport = new Import();

or

 ImportFile importFile = new ImportFile();

however i cant seem to get these classes referenced. Were these introduced in later versions of the sdk? if yes is there another way to achieve the same effect. Essentially i wana take  a csv file and import it into dynamics using the sdk 2013. It would help if it can use an existing data map to make the import code shorter.

regards