Hi All,
Can anyone tell me how this Quick create work. when i search for a name in contact and if not found and i click on new it auto populate search value in last name. how this works? i want this kind of functionality in my custom entity. Please check below image.
Thanks,
Shahbaaz
Hello everyone,
I am starting with microsoft portals, and I would like to query CRM once I click the submit button on a Web Portal to check if an email entered on the web form is already existing in the CRM Contacts.
I tried several approaches
https://www.iotap.com/blog/entryid/414/default
http://arpitmscrmhunt.blogspot.nl/2016/12/adxstudio-portal-how-to-use-odata.html
But i am not able to perform a query in CRM through portals via javascript
Has someone any experience on this subject?
Thank you very much in advance!
Jorge Gomez
Hi,
When I create user, it provides name like "kenneth@kennethcompany.onmicrosoft.com" and when I send mail to this from my gmail account, it send successfully.
Now the point is from where I can see emails of "kenneth@kennethcompany.onmicrosoft.com". Can anybody suggest me where I can see list of email?
Please suggest me!
We are using the service calendar to book our people with our customers.
Sometimes, a resource needs to book personal time off for personal reason and don't want to be booked during that time. In Outlook, they create an appointment (so no one will book them) and mark it as private.
When the appointment syncs with CRM, it's not private, so anyone can see the detail of the appointment.
Is there any way to sync private appointments to CRM so they will just say "Busy" or "Not available"?
We could tell people to create 2 appointments (1 private that doesn't sync wih CRM + 1 public that just says "Busy" that syncs with CRM), but we are trying to save some clicks here.
Thanks!
Hello,
I am getting following error in my Plugin Assembly Project.
System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #CC8D0C54
Plugin Project has code to send mail using HttpWebRequest when user create new contact.
Can anybody please suggest me?
I'm using the Dynamics 365 online
I find this form type can only return 1 and 2 status
But according to the MSDN, the return value will include
| alue | Form Type |
|---|---|
0 | Undefined |
1 | Create |
2 | Update |
3 | Read Only |
4 | Disabled |
5 | Quick Create (Deprecated) |
6 | Bulk Edit |
11 | Read Optimized (Deprecated) |
For example:
1. Create custom entity ent_Test01
2. Set user role has only read access with Org level.
3. create a record with system administrator role
4. login the user who has only read access and open the ent_Test01 record
5. I will see there is a yellow bar on the bottom of the page " Inactive Readonly"
6. But the Xrm.Page.ui.getFormType() still return 2 (Update)
Can anyone tell me when I can get 3(Read Only) and 4(Disabled) value?
This is Contact B2B Form
This is the B2C Form
I dont understand here , why the values in Company Name is the same in both the Forms . What does this refer to..How dod we get to know whether a contact is B2B or B2C .Because eash time a contact is created both the forms gets filled out . I dont find out how to find the difference between a contact B2B and B2C.
Any tips is appriciated .
Thanks .
Hello All,
I have been using this blog to perform subgrid deep queries but the subgrid doesn't load (see image).
The relationship among the entities are :
Consulting firm to consulting office --> 1:n
Consulting office to contacts --> 1:n
I would like to display a subgrid on consulting firm about the contacts that are associated with the consulting office based on some condition.
Here is fetch xml (customization.xml)
<parameters>
<ViewId>{47BEB566-F3A1-E711-80D5-005056BA1ADD}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName>cta_cta_consultingfirm_cta_consultingoffice_consultingfirm</RelationshipName>
<TargetEntityType>contact</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>true</EnableViewPicker>
<ViewIds>{47BEB566-F3A1-E711-80D5-005056BA1ADD}</ViewIds>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Grid</ChartGridMode>
<VisualizationId>{E365462F-1DB9-46A8-928D-BEAB1A7A2375}</VisualizationId>
<IsUserChart>false</IsUserChart>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>4</RecordsPerPage>
</parameters>
<fetchxml>
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="contact">
<attribute name="fullname" />
<attribute name="cta_office" />
<attribute name="cta_contacttype" />
<order attribute="fullname" descending="false" />
<filter type="and">
<condition attribute="cta_contacttype" operator="eq" value="961640000" />
</filter>
<attribute name="contactid" />
<link-entity name="cta_consultingoffice" from="cta_consultingofficeid" to="cta_office" alias="ab">
</link-entity>
</entity>
</fetch>
</fetchxml>
Any idea??
Thanks,
Ram
Getting the error message below when we attempt to send a email from inside CRM on publish modifications made using customizations.
Microsoft Dynamics 365 Error Report Contents
<CrmScriptErrorReport>
<ReportVersion>1.0</ReportVersion>
<ScriptErrorDetails>
<Message>Script error</Message>
<Line>0</Line>
<URL>/o365/versionless/shellcoreming2am_58afe92d.js?ver=1602530628</URL>
<PageURL>/main.aspx?appid=cbc050b0-cf87-e711-80fd-5065f38bb4d1#554968196</PageURL>
<Function>nanonymous()</Function>
<FunctionRaw>
function anonymous() {
[x-domain code]
}
</FunctionRaw>
<CallStack>
<Function>nanonymous()</Function>
<Function>nanonymous()</Function>
</CallStack>
</ScriptErrorDetails>
<ClientInformation>
<BrowserUserAgent>Mozilla/5.0 (Windows NT 10.0; WOW64; Trident/7.0; Touch; .NET4.0C; .NET4.0E; Tablet PC 2.0; .NET CLR 2.0.50727; .NET CLR 3.0.30729; .NET CLR 3.5.30729; HCTE; H9P; McAfee; rv:11.0) like Gecko</BrowserUserAgent>
<BrowserLanguage>en-US</BrowserLanguage>
<SystemLanguage>en-JM</SystemLanguage>
<UserLanguage>en-JM</UserLanguage>
<ScreenResolution>1366x768</ScreenResolution>
<ClientName>Web</ClientName>
<ClienState>Online</ClienState>
<ClientTime>2017-09-25T09:42:28</ClientTime>
</ClientInformation>
<ServerInformation>
<OrgLanguage>1033</OrgLanguage>
<OrgCulture>8201</OrgCulture>
<UserLanguage>1033</UserLanguage>
<UserCulture>1033</UserCulture>
<OrgID>{E02149E9-F5F1-4F77-BBED-C6198AA47A12}</OrgID>
<UserID>{44C22AA1-D4CA-4EDB-9EEC-63733ADB0F33}</UserID>
<CRMVersion>8.2.1.360</CRMVersion>
</ServerInformation>
</CrmScriptErrorReport>
<html lang="en">
<head>
<title>Jquery Select2 - Select Box with Search Option</title>
<script src="ajax.googleapis.com/.../jquery.js"></script>
<link href="cdnjs.cloudflare.com/.../select2.min.css" rel="stylesheet" />
<script src="cdnjs.cloudflare.com/.../select2.min.js"></script>
</head>
<script type="text/javascript">
var data = [{
id: 0,
text: 'enhancement',
html: '<div style="color:green">enhancement</div>'
}, {
id: 1,
text: 'bug',
html: '<div style="color:red">bug</div><div><small>This is some small text on a new line</small></div>'
}];
function template(data) {
return data.html;
}
$("select").select2({
data: data,
templateResult: template,
escapeMarkup: function(m) {
return m;
}
})
</script>
<body>
<select class="myselect" style="width:500px;">
</select>
</div>
<script type="text/javascript">
$(".myselect").select2();
</script>
</body>
</html>
Hello,
I am creating a Custom Quote line editor which works inside CRM from which i can add products/ Bundle inside quote. When I am trying to add bundle product CRM by default add its products, But I wanted to disable its default feature, I am reconfiguring bundle for my selected products and I want only those quotelines generated for the product.
Can someone help me to how to disable quoteline default behaviour to add bundle ?
Thanks in advance.
Hello,
I want to know if I can execute Dynamics SDK (C#) Code as Azure function (FaaS), See more detail here - https://docs.microsoft.com/en-us/azure/azure-functions/functions-overview
Please suggest way to do if anybody has done it before.
Regards,
Ashish
Hi Friends,
I am getting SQL Timeout when i am trying to search Knowledgebase articles in CASE.
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Xml.XmlException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #4BBE6FCDDetail:
<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 Microsoft.Crm.Core.Application.WebServices.AppGridWebServiceHandler.ProcessRequestInternal(HttpContext context)
at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)</d2p1:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>System.Xml.XmlException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #4BBE6FCD</Message>
<Timestamp>2017-09-25T14:21:35.2248126Z</Timestamp>
<InnerFault>
<ErrorCode>-2147204784</ErrorCode>
<ErrorDetails xmlns:d3p1="schemas.datacontract.org/.../System.Collections.Generic">
<KeyValuePairOfstringanyType>
<d3p1:key>CallStack</d3p1:key>
<d3p1:value xmlns:d5p1="www.w3.org/.../XMLSchema" i:type="d5p1:string"> at Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal()
at Microsoft.Crm.Service.Application.Platform.ServiceCommands.SearchByKeywordsKBArticleCommand.Execute()
at Microsoft.Crm.Service.Application.Platform.ServiceDataSource.SearchByKeywordsKBArticle(String searchText, Guid subjectId, Boolean useInflection, QueryExpression queryExpression, IOrganizationContext context)
at Microsoft.Crm.ServiceDataSourceInstance.SearchByKeywordsKBArticle(String searchText, Guid subjectId, Boolean useInflection, QueryExpression queryExpression, IOrganizationContext context)
at Microsoft.Crm.ApplicationQuery.SearchAnswersByKeywordsApiCommand.RetrieveData(String searchText, Guid searchSubjectId)
at Microsoft.Crm.ApplicationQuery.SearchAnswersApiCommand.RetrieveData()
at Microsoft.Crm.ApplicationQuery.ExecuteQuery()
at Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.GetData(QueryBuilder queryBuilder)
at Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.LoadQueryData()
at Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.LoadData()
at Microsoft.Crm.Application.Platform.Grid.GridDataProviderBase.PrepareGridData()
at Microsoft.Crm.Application.Platform.Grid.GridDataProviderBase.PrepareData()
at Microsoft.Crm.Application.Controls.GridUIProvider.Render(HtmlTextWriter output)
at Microsoft.Crm.Core.Application.WebServices.AppGridWebServiceHandler.GetRefreshResponseHtml(IGridUIProvider uiProvider, StringBuilder sbTemp)
at Microsoft.Crm.Core.Application.WebServices.AppGridWebServiceHandler.Refresh(String gridXml, StringBuilder sbXml, StringBuilder sbHtml, Boolean returnJsonData)
at Microsoft.Crm.Core.Application.WebServices.AppGridWebServiceHandler.ProcessRequestInternal(HttpContext context)</d3p1:value>
</KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>Generic SQL error.</Message>
<Timestamp>2017-09-25T14:21:35.2248126Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</InnerFault>
<TraceText i:nil="true" />
</OrganizationServiceFault>
Has anyone managed to filter the CRM data viewed in Power BI to only show for the current user.
I've followed a number of guides using USERNAME() and they test OK on Power BI desktop but when published to CRM as a dashboard they show all users data. I've simplified it to just filter the systemuser entity but that doesn't work. And even tried filtering a static data set based on the USERNAME() - no go too.
Any help would be greatly appreciated.
Hi, I can understand that when incident ownership changes, the associated task ownership also changes. Is there a way to disable the cascading ?
Hi,
While clicking Set Regarding from Outlook, we are associated Case and while sending email, once it reached to reciever it get associated with different case.
Please help ASAP.
Thanks,
Nipun Sarswat
Dear folks,
This is urgent an issue as we are facing in prod envr, we are not able to access the CRM org, please tell me possible cause, please reply ASAP, thanks in advance.
So I currently have a API which does address validation and the account form contains a state lookup control. I want to be able to change the state lookup value from my API result, however I need the GUID of the state lookup field I'm trying to change to. I currently have a array of GUIDs hardcoded to the state lookup fields and this isn't a robust solution. How can I get GUIDs of the lookup fields so I can change the values? Example: The value GA is the value displayed before the api call and than it returns FL. I cant set the value of FL because I don't have that lookup field guid but I have the guid of GA.
Hello:
Currently looking for a solution to assist with setting up a nurture or drip campaign to better keep in contact with our clients. We're a small business so the cost of the PowerPack add-ons is compelling.
Using the demo of PowerNurture and PowerMailChimp at the moment and running into an issue when setting up the automation of PowerNurture. I get a message saying that PowerEmail needs to be installed for it to function property.
Now that Dynamics has it's own email tracking, will that work with PowerNurture instead of having to use the PowerEmail add-on?
Also, if anyone has any other suggestions for an automated marketing solution for CRM, I'd be thankful for your suggestion.
Thank you,
Chris
Hi All
In SSRS, I am fetching the created on attribute of an entity through fetchxml. The Date is showing as "dd-mm-yyyy hh:mm:ssss".
I want the date portion only and also, the date should appear as dd-Month-yyyy i.e 25-September-2017
