Hi
I have two webresources html page . i will show the grid view in one page where i have click button . when i click the button . it redirect to some other webresource file .
Note : I dont want to open in child window .like below logic
Xrm.Utility.openWebResource("new_redirectform.htm?typename=account&userlcid=1033");
Please advice me how to do that in javascript . urgent
thanks
I need to generate report from crm and in ssrs report
If i click on employee id i need to get particular employee details
Iif(Parameters!EmpID.Value(0))<>"" AND (Parameters!EmpID.Value(0))<>"%", "AND EmployeeID IN ('" & Join(Parameters!EmpID.Value, "','") & "') ", "")
is this correct stateement
Hi,
I am trying to setup Server based integration of SharePoint 2013 on-premise and Dynamics 365 on-premise using the article: https://technet.microsoft.com/en-us/library/dn949332.aspx#BKMK_workcerts
I am stuck on the step Prepare Microsoft Dynamics 365 Server for server-based integration.
We have a wild card certificate publically signed with a private key. When I try to run the
.\CertificateReconfiguration.ps1 command on the powershell, I get the error
"Certificate is not installed successfully."
I am not sure how to check the reason behind this error. Is there a way we can know what is causing this issue?
Awaiting help.
Thanks,
I have a field to calculate a result that needs to be as a decimal number but Rounded DOWN, if i set the field to be a whole number instead of a decimal it rounds the number UP.
Looking at the available calculated field functions, i cant see anything other than TRIMLEFT that may help me, but if i do that it will convert the number to a string and then i cant use it to calculate further things i need.
I need the calculation to work out how many years since a contract ended, so i am current using the following fields:
My formula i need ehlp with will take the DayRemaining result and divide by 365 days to tell me how many years ago the contract ended. Even if i use the available functions of DIFFINYEARS, DIFFINMONTHS it will always round the numbers UP, and i need the numbers rounded DOWN.
Any thoughts ?
Hi Folks,
we are having an issue with the above workflow being postponed till 12/30/9999 11:59 PM each time we try and set a specific "send on" date and time for a ClickDimensions Email Send.
ClickDimensions support advise the issue isn't with their workflow and the underlying issue is Dynamics related.
Has anyone came across this before?
I would need to query related Projects to Projects, by Odata endpoint. Is possible as I cannot see relationship any where ?
Hi,
When closing an Opportunity, the related Account record shows an Opportunity Close activity in the social pane:
The problem is that they don't clearly state if the Opportunity was closed as Won or Lost. Is there a way to customize this?
Thanks.
Hi,
For testing Organisation import from a different server using Deployment Manager on that I used the same Organisation database(and server) that was being used to map to an Organisation on the original server.
Now I have deleted the newly created organisation (on different server) ,however find that I am unable to access the original organisation using the url mapped to it earlier even though it shows up when I open the Deployment Manager on the orginal server. Please let me know how to restore this url.
Thanks and Regards
We have a problem with the quick search in CRM 2011. Currently it is not possible to find an entry that contains a value in a specific text field.
This is the view without the search:
When I search for "ANF-01104*" for example, it looks like this:
As you can see the searched results does not list any entry. Also there are a lot of columns are missing. So I took a look at the field parameters:
Searchabel = YES
As I know this is for the advanced search (but maybe the quick search too?) and that is working. Meaning it is possible to find the record with the advanced search but not with the quick search.
So I tried to remove all columns from the "Alle Anfragen" (All incidents) view -> SAVE -> PUBLISH -> and added them new -> SAVE -> PUBLISH
But the problem still persists. I really have no clue what is going on or what I should try next... any ideas?
In CRM 2016 whenever user is login it is landing to Users page. We recently upgrade our CRM version from 2011 to 2016. In CRM 2011 version it is landing to Dashboard page. I can modify these settings in crm 2016 from the settings menu as shown below for each user by going manually or from xrmtool box user settings option as a bulk. But how can we default set this option to dashboard for each user on new user creation itself. Could any one help me on this
Do we have any tool - add-ons- in CRM that recognize uploaded pictures is it human face or not.
Mean that CRM should force the user to upload face picture.
Please support.
hello,
I login my account of microsoft crm in the mobile, but just the default view can display, other system view and my customized view are not available, is there anybody can help me to solve this problem?
Thanks,
Siyu
Hello,
I am wondering about Same Opportunity line item can be linked to multiple Opportunities, see here - https://streamable.com/mihj2
This is normally not possible without N:N Relationship, but there is no N:N relationship exists. I need same kind of implementation for my custom entities. but I couldn't implement such mechanism.
Does anybody knows how to achieve it?
Thanks,
Ashish
Hi ,
I've created a web resource and added to Contact form . I want to show error message like the default mandatory field error message in MSCRM. Is there any best way to achieve this?
Thanks,
Mani.
Hello,
I have share point integration with dynamics. I want to upload documents in share point area programmatically. see here :
Is there any way to do using SDK?
Regards,
Ashish
Hi Friends ,
I am writing a code to get the orgId and retriveRecord of audit
Guid orgId = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).OrganizationId;
RetrieveRecordChangeHistoryRequest changeRequest = new RetrieveRecordChangeHistoryRequest();
but my API not recognising WhoAmIResponse, RetrieveRecordChangeHistoryRequest
I am using CRM 2015 on line and VS 2012.
//******************************************************************
//<snippetAuditing>
using System;
using System.ServiceModel;
using System.Collections.Generic;
using System.Linq;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;
// These namespaces are found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
namespace Microsoft.Crm.Sdk.Samples
{
public class Auditing
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
private IOrganizationService _service;
private Guid _newAccountId;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// This method first connects to the organization service. Next, auditing
/// is enabled on the organization and an account entity. The account record
/// is updated and the audit history printed out.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// Enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// You can access the service through the proxy, but this sample uses the interface instead.
_service = _serviceProxy;
#region Enable Auditing for an Account
//<snippetAuditing1>
Console.WriteLine("Enabling auditing on the organization and account entities.");
// Enable auditing on the organization.
// First, get the organization's ID from the system user record.
Guid orgId = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).OrganizationId;
// Next, retrieve the organization's record.
Organization org = _service.Retrieve(Organization.EntityLogicalName, orgId,
new ColumnSet(new string[] { "organizationid", "isauditenabled" })) as Organization;
// Finally, enable auditing on the organization.
bool organizationAuditingFlag = org.IsAuditEnabled.Value;
org.IsAuditEnabled = true;
_service.Update(org);
// Enable auditing on account entities.
bool accountAuditingFlag = EnableEntityAuditing(Account.EntityLogicalName, true);
//</snippetAuditing1>
#endregion Enable Auditing for an Account
CreateRequiredRecords();
#region Retrieve the Record Change History
Console.WriteLine("Retrieving the account change history.\n");
//<snippetAuditing5>
// Retrieve the audit history for the account and display it.
RetrieveRecordChangeHistoryRequest changeRequest = new RetrieveRecordChangeHistoryRequest();
changeRequest.Target = new EntityReference(Account.EntityLogicalName, _newAccountId);
RetrieveRecordChangeHistoryResponse changeResponse =
(RetrieveRecordChangeHistoryResponse)_service.Execute(changeRequest);
AuditDetailCollection details = changeResponse.AuditDetailCollection;
//</snippetAuditing5>
foreach (AttributeAuditDetail detail in details.AuditDetails)
{
// Display some of the detail information in each audit record.
DisplayAuditDetails(detail);
}
#endregion Retrieve the Record Change History
#region Retrieve the Attribute Change History
//**********************************************************************
Dear Sir/Madam,
I'm searching for someone who can tell me how i can create a nice overview in Excel with:
1. the activities from different projects
2. the activities from an opportunity that is linked to a project.
Now I only can find one or the other.
The purpose of this is an nice overview of possible opportunities in the market. We want to know with whom we are working and with whom we are not. This way we can pursue the cold leads better
Next to that: I need to merge these two different advanced search results in one Excel sheet.
If this is not possible then i would prefere one excel document and two separate sheets.
How should i do this?
Thanks in advance
Kind Regards
Hi
Within a flow I have developed there is a workflow within one of the steps that updates a field based on a condition. The field updates when the user clicks 'next stage' arrow but if they click the next stage by clicking on the BPF chevron the workflow doesn't work. Is this supposed to be so and if it is how can I get around it?
Thanks
For a customer I want CRM to send a feedback form to students whenever a training has ended. As far as I know I should use the feedback possibilities of Voice of the Customer to accomplish this. But now I'm looking for documentation on how to use both the feedback tab and using sub surveys. Does anyone know where to find this?
Thanks a lot!
