Is there any way to reset a record in an entity. I have some records that has been updated by the users. I need to reset those back to original.
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Reset to original record
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How to output all associated records and their data....
I am looking for ideas or solutions on the following:
I have CRM 2016 and currently I am not seeing a way to tell the system that I want a certain Account record and all of its associated records that are tied to it(from other entities) and their data to be exported. Are there addins, tools, 3rd party tools, etc...that anyone has come across that would do something like this? I would rather have this in Excel, but if it has to be word that is fine too.
Please let me know, thank you in advance for your time.
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Appling different SLAs based on certain criteria.
I have already defined SLA's (as shown below, which does not have any business hours/holidays defined) and it is working fine. Now I have a requirement to implement to implement more SLA's (which have to have different business hours and should exclude weekends).
Can I apply SLA which is not a default SLA to the case? I am not using entitlement and on CRM 2015 on-premise?
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Is it possible to "Clone" a gold installation of CRM --> Deploy to Different Domain
We deploy Microsoft CRM on a fairly regular basis as our software sits on top of it. I would like the ability to clone a perfect implementation and then be able to use that on future implementations. I'm being told that you "can't" do this because the first thing RM (On-Prem) asks you when installing is what domain it's for and then sinks its teeth into it preventing you from deploying for a different domain and then just changing the domain for that deployment.
Is this possible or just a pipe dream?
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How to restrict ability to install Solutions from AppSource
Hi,
Is it possible to restrict this based on User Role?
Thanks!
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2 employees in 1 position (Acting, Knowledge transfer)
Is there a solution to be able to have 2 employees assign to the same position for a certain period in D365O?
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missing associated view button in subgrid
Hi, I am displaying the active parent account subgrid, but it doesn't come with associated view button, where can I get this button. Currently, it only shows plus sign
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Quick Create Form Save and Open
We have a business ask on the Opportunity quick create form: Is it possible to have the newly-created opportunity automatically open in the default Information form after clicking "save" on the quick create form? Thanks in advance.
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User Reassign Records Tool - will it also reassign the shares the user was setup with
We have CRM 2015. We wanted to use the mass Reassign Records Tool from Security/Users. I'm sure it will work great for reassigning all entity records ownership. How about the Shares the user was setup with? Will it also reassign those shares to the user being reassigned to?
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Solution dilemma
A little background on the problem.
- We have two instances Dev (Sandbox) and Prod - both version 8.2.
- I have a solution in Dev, named Dev2Prod. The last successful export from Dev and import to Prod was version 1.5.00.
- The version in the Sandbox is 1.5.0.0.
- Before the Dev solution was cloned a week had past and some major modification were performed.
- Hoping it would be ok, I cloned the solution changed the version to 1.6.0.0.
- I attempted an export/import to Prod, and received a torrent or errors.
- I restored the Dev instance to a time before the cloning, the solution is back to version 1.5.0.0.
What are my options to resolve this dilemma?
If I knew how to identify and roll back all of the changes made after the last successful export/import, that is one solution.
I was considering manually changing the version from 1.5.00 to1.5.0.1 via the solution's properties. Will that work?
What are your recommendations?
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Outlook Connector: Disable "Track in CRM" for email, while leaving enabled for other activities
I have a slightly unusual situation where a client wants to disable all tracking of emails for legal reasons, even manual tracking using the "Track in CRM" button. They use the track functionality for other activities and would like to continue using that feature. There do not appear to be any relevant settings on the server or client side to configure this sort of behavior.
Does anyone have experience with this sort of requirement? The only solution I can think of at this point is to write a plugin to abort create operations for email records which is a bit awkward.
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Changing Currency on CRM Quote Sets Price List to 'Undefined'
Since CRM 4.0, we have implemented JavaScript code to set Currency, Price List and a number of other fields based on the Potential Customer selected on a Quote.
When upgrading to CRM 2013, the JavaScript was modified to use the REST API and all continued to work successfully.
Since upgrading to CRM 2016, whenever the Currency get's changed, the user gets an alert: 'Review all the money fields in the form before you continue' and the Price List is set to 'Undefined', even though it had already been set by client side code.
Removing all custom code and testing the creation of a new Quote using the OOB experience, the same issue occurs.
The following screenshot is for a new Quote where the Currency has been changed from the base currency of Australian Dollar to US Dollar:
Various attempts to work around this using JavaScript and the new 'GetDefaultPriceList' message and a PlugIn do not resolve this.
Is this a bug? Has anyone else seen this? Is there any workaround for this behaviour?
Thanks,
Phil.
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OAUTH Refresh Token returns 404 Not Found error
Hi,
I successfully retrieved Access and Refresh tokens from Azure AD using OAuth Authorization. Now, I am trying to get a new token using the refresh token.
Followed the example here: https://docs.microsoft.com/en-us/azure/active-directory/develop/active-directory-protocols-oauth-code
and I am sending the following in a post to https://login.microsoftonline.com/<client-id>/oauth2/token end point. The client-id is the Application ID of the application that I got the refresh_token for using the authorization end-point.
POST /{tenant}/oauth2/token HTTP/1.1
Host: https://login.microsoftonline.com
Content-Type: application/x-www-form-urlencoded
client_id=6731de76-14a6-49ae-97bc-6eba6914391e &refresh_token=OAAABAAAAiL9Kn2Z27UubvWFPbm0gLWQJVzCTE9UkP3pSx1aXxUjq... &grant_type=refresh_token
&resource=https%3A%2F%2Fservice.contoso.com%2F
&client_secret=JqQX2PNo9bpM0uEihUPzyrh
The response I get is a 404 Not Found. Please let me know what I am missing here.
Thanks!
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Script to reference multiple entity
Is there any way I could modify this script to reference both incident and Contact as I want the form to include fields from both entities
<crm:CrmDataSource ID="Contacts" runat="server" />
<crm:CrmEntityFormView DataSourceID="Contacts" EntityName="contact" SavedQueryName="contactform" runat="server" />
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[HELP] Posting To CRM Webservice
Posting to CRM Webservice
So, I was given a templete of what seems to be an XML POST, and a link to post to (org.org.com/MSCRM.asmx). These should create a new Lead within CRM, but i'm still pretty new to the whole environment and am not exactly sure as to how to go about doing this. I have already been able to connect and create a new contact using C# and the SDK, but now i want to learn how to do this using an XML POST. Where would I begin? Where would the request be made?
XML Template
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<?xml version="1.0" encoding="UTF-8"?>
<wsdl:definitions
xmlns:wsdl="schemas.xmlsoap.org/wsdl"
targetNamespace="http://tempuri.org/"
xmlns:soapenc="schemas.xmlsoap.org/.../encoding"
xmlns:tm="microsoft.com/.../textMatching"
xmlns:soap="schemas.xmlsoap.org/.../soap"
xmlns:tns="http://tempuri.org/"
xmlns:mime="schemas.xmlsoap.org/.../mime"
xmlns:http="schemas.xmlsoap.org/.../http"
xmlns:soap12="schemas.xmlsoap.org/.../soap12"
xmlns:s="www.w3.org/.../XMLSchema">
<wsdl:types>
<s:schema targetNamespace="http://tempuri.org/" elementFormDefault="qualified">
<s:element name="populateLead">
<s:complexType>
<s:sequence>
<s:element name="phonenumber" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="first_name" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="last_name" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="street" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="city" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="state" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="zip" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="email" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="currentinsexpdate" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="iscurrentlyinsured" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="currinscompany" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="sourcecd" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="numberofdrivers" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="numberofvehicles" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="prommocode" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="lang" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="driverclub" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="listname" type="s:string" maxOccurs="1" minOccurs="0"/>
<s:element name="quoteid" type="s:string" maxOccurs="1" minOccurs="0"/>
</s:sequence>
</s:complexType>
</s:element>
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Xrm.Page.data.save().then not calling error callback when plugin throws InvalidPluginExecutionException
Using CRM 2016 Online
I'm trying to catch the InvalidPluginExecutionException in javascript. I've seen older posts on this issue, but nothing more recent.
I have a contact plugin that throws the above exception.
The simplified plugin code is
protected void ExecuteContact(LocalPluginContext localContext)
{
throw new InvalidPluginExecutionException(OperationStatus.Failed, -2136989695,"My Error Message");
}In JavaScript, I'm calling Xrm.Page.data.save().then as such
Xrm.Page.data.save().then(
function() {
// handle save success
// Do post save stuff
},
function(e) {
// handle failure
// expect to see e.errorCode and e.message of what was set in the
// InvalidPluginExecutionException
}
);
I'm expecting the error callback to be called and have the e.errorCode and e.message contain the error code and error message, but what I'm seeing is the success callback always gets called.
When I debug the plugin using the profiler (https://community.dynamics.com/crm/b/crminogic/archive/2012/06/11/how-to-debug-plugins-using-profiler), I see the error callback getting called but the e.message contains the profiler debug text (which isn't surprising since we're under the profiler) and stepping through the debugger I know that the InvalidExecutionException is getting thrown.
What would cause the success handler to get called even when there is an InvalidExecutionException from the plugin?
Thanks
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Report for listing Entitlements associated to child accounts who have one parent account
I need a report / view that will list me all Entitlements of a child account which is linked to a parent account. I can get to a stage where I can list the parent account and the child account, but how do I get the child account Entitlements to be displayed on the same view in an additional column?
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How do you nominate a LEAD as a STAKEHOLDER in an existing opportunity. I can only find contacts to add ?
How do you nominate a LEAD as a STAKEHOLDER in an existing opportunity. I can only find contacts to add ?
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Portal Account locked
Hi all,
I'm exploring the microsoft portal as admin. However,upon logging in again there was an error.
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Dynamics 365 CRM and SharePoint - Custom integration
We are implementing Dynamics CRM 365 which has integration with SharePoint.
Documents can be uploaded from external portal which is integrated with Dynamics CRM 365 and CRM users from CRM.
While uploading the documents user should be able to select the Type of the Document from a list and then upload the same. For Example : Identity Document (Type) ---- DriversLicence.pdf
Can any one help me how to achieve this? Is this possible with the out of box integration?
Or, do we need to do customization from both SharePoint and CRM? like adding metadata in sharepoint etc?
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