Hi,
I've hidden the Document entity on the Lead's related entity Navigation area. To which, it works completely fine on the Web App.
However, it still continues to appear on the tab let application on the Lead form in Relationships area. How do I get rid of that?
Kindly advise.
Thanks.
What is the use of the "No. of days" field in the campaign activities entity?
While adding a marketing list to a campaign, what do the options mean :-
1. To the campaign only
2. To the campaign and all undistributed campaign activities
I wanted to create a button like the"qualify" button in lead. Once clicked the user will be directed in another form and some of the values will be copied. I tried creating script but it is not working
function pass()
{
var pas =Xrm.Page.getAttribute('new_name').getValue();
//Open the new form
Xrm.Utility.openEntityForm("opportunity");
Xrm.Page.getAttribute('new_myname').setValue(pas);
}
I need to create a custom workflow that checks if the case has a primary contact. Then checks if the primary contact has an email. I already added the custom workflow step in CRM using the plugin registration tool. But I want now the code that generates this outcome. I was told I have to search for MSDN code samples to achieve this but I am not that familiar with CS. What is the best approach for someone in my shoes to achieve this objective?. Thank you
Dear all,
I am so far cusrious on what is the way to create a completly new form feature in CRM and having an access menu to that form in same way as Account, contact buttons for exemple.
Any sample guide line steps by step ?
regards
serge
Hi,
I have customized functionality of fulfillOrder() and cancelOrder() of SalesOrder. So, I have added my JS on Fulfill Order and Cancel Order button using RibbonWorkbench solution.
Following is code for Fulfill/Cancel Order:
function checkQtyAndFulfill()
{
//check some conditions
fufillOrder();
}
function checkQtyAndCancel()
{
//check some conditions
closeOrder();
}
fufillOrder():-> This will open dialog of Fulfill Order. This is working fine in Version 8.0,1,2 but doesn't work in Version 9.0
closeOrder():-> This will open dialog of Cancel Order. This is working fine in Version 8.0,1,2 but doesn't work in Version 9.0
Can anybody please suggest me?
Also can anybody please provide the list of such function and replacement list?
Hi,
There are 3 entities:
1. Application
2. Loan
3. Team
'Application' is a parent entity for 'Loan' entity.And both entity have a look up field called as "My Team" (lookup to Team entity).So my question is that Is there any way If i update "My Team" field in 'Application' entity then it should update 'loan' entity "My Team" Field as well.i.e Configurable Cascading
Hello
The following code gives me an alert of "lead" if the lookup value is a lead record
var lookupObj = Xrm.Page.getAttribute("customer");
if (lookupObj == null) {
Xrm.Page.getAttribute("enquirylookup").setValue(null);
}
if (lookupObj != null) {
var lookupObjValue = lookupObj.getValue();
if (lookupObjValue != null) {
var lookupEntityType = lookupObjValue[0].entityType;
alert(lookupEntityType);
But if i then add this IF statement the code errors
if lookupEntityType = ("lead") {
alert("Yes");
Ive tried == "lead" and == ("lead") but nothing works!
Does anyone know how i can get this to work?
Address1_addresstypecode
Address1_freighttermscode
Address1_shippingmethodcode
Address2_addresstypecode
Address2_freighttermscode
Address2_shippingmethodcode
I cannot see these columns in accountbase table.
Hello,
I want to add or edit html template in portal page for e.g. I want to create custom HTML template to show Accounts Entity list like Cards. Is it possible to do this?
Regards,
Ashish
We have a situation where we need to migrate our Dynamics CRM 2013 from one domain to another. Is there a way of doing this without having to do a complete rebuild ?
Hi all,
At a client I have a problem with a workflow that runs every hour. The set-up is as follows:
- custom entity with a name field, next run date and last run date
- Workflow
- Child workflows.
The workflow is as follows:
- runs on create of the custom entity and on change of one of the fields (Next run date and last run date).
- The workflow starts with a timeout of 1 hour. Then it will update the Last Run Date OR if the Next run date date is equal to Timeout then run the 3 child workflows and update the fields again.
See here a printscreen of the workflow:
If we run it manually it will work but when we push it to another environment and a deployment step is making the record on the custom entity (to start the workflow) it will break down after a few times.
The error is as follows:
Failed to get priv user group information. k = d7536106-6a44-e711-80e0-001dd8b80cd3 privUserGroupId: d342836d-a1c5-4dd2-9bb6-34b178a5e839, localSystemAdGuid: 75bbf536-e583-4fc6-be17-4e590051e9e3, Exception: System.Runtime.InteropServices.COMException (0x800706BE): The remote procedure call failed. (Exception from HRESULT: 0x800706BE)
at Microsoft.Crm.Tools.ActiveDsWrapper.NameTranslateClass.Init(Int32 lnSetType, String bstrADsPath)
at Microsoft.Crm.ADNameUtility.Rfc1779NameFromGuid(Guid guid)
at Microsoft.Crm.SecurityUtils.BuildLdapPath(Guid adGuid)
at Microsoft.Crm.SecurityUtils.CheckMembership(Guid principalId, Guid groupId)
at Microsoft.Crm.Caching.OrganizationSettingsCacheLoader.LoadCacheData(Guid key, ExecutionContext context).
and
Unhandled Exception: Microsoft.Crm.CrmException: Failed to get priv user group information. k = d7536106-6a44-e711-80e0-001dd8b80cd3 privUserGroupId: d342836d-a1c5-4dd2-9bb6-34b178a5e839, localSystemAdGuid: 75bbf536-e583-4fc6-be17-4e590051e9e3, Exception: System.Runtime.InteropServices.COMException (0x800706BE): The remote procedure call failed. (Exception from HRESULT: 0x800706BE)
at Microsoft.Crm.Tools.ActiveDsWrapper.NameTranslateClass.Init(Int32 lnSetType, String bstrADsPath)
at Microsoft.Crm.ADNameUtility.Rfc1779NameFromGuid(Guid guid)
at Microsoft.Crm.SecurityUtils.BuildLdapPath(Guid adGuid)
at Microsoft.Crm.SecurityUtils.CheckMembership(Guid principalId, Guid groupId)
at Microsoft.Crm.Caching.OrganizationSettingsCacheLoader.LoadCacheData(Guid key, ExecutionContext context).
at Microsoft.Crm.Caching.OrganizationSettingsCacheLoader.LoadCacheData(Guid key, ExecutionContext context)
at Microsoft.Crm.Caching.ObjectModelCacheLoader`2.LoadCacheData(TKey key, IOrganizationContext context)
at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.CreateEntry(TKey key, IOrganizationContext context)
at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.LookupEntry(TKey key, IOrganizationContext context)
at Microsoft.Crm.BusinessEntities.SecurityLibrary.GetPrivilegedUserCallerAndBusinessGuidsFromThread(WindowsIdentity identity, IOrganizationContext context)
at Microsoft.Crm.BusinessEntities.SecurityLibrary.GetCallerAndBusinessGuidsFromThread(WindowsIdentity identity, Guid organizationId, LocatorServiceContext locatorServiceContext)
at Microsoft.Crm.Extensibility.InternalSdkContextInitializer.SetHttpContext(WindowsIdentity windowsIdentity, Guid organizationId, Guid callerId)
at Microsoft.Crm.Extensibility.InprocessServiceProxy.RetrieveCore(String entityName, Guid id, ColumnSet columnSet)
at Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy.Retrieve(String entityName, Guid id, ColumnSet columnSet)
at Microsoft.Crm.Workflow.WorkflowLoader.LoadWorkflow(Guid workflowActivationId, IOrganizationContext context)
at Microsoft.Crm.Caching.WorkflowActivationCacheLoader.LoadCacheData(Guid key, IOrganizationContext context)
at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.CreateEntry(TKey key, IOrganizationContext context)
at Microsoft.Crm.Caching.CrmMultiOrgCache`2.CreateAndAddEntryCallback(String itemkey, TValue value, IOrganizationContext context, Object parameter)
at Microsoft.Crm.CrmCache`1.AddEntry(String key, TValue value, IOrganizationContext context, AddEntryCallback`1 callback, Object callbackParameter)
at Microsoft.Crm.Caching.CrmMultiOrgCache`2.CreateAndAddEntryWithLock(TKey key, IOrganizationContext context)
at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.LookupEntry(TKey key, IOrganizationContext context)
at Microsoft.Crm.Workflow.ActivityHostBase.StartWorkflow(ICommonWorkflowContext context)
Inner Exception: System.Runtime.InteropServices.COMException: The remote procedure call failed. (Exception from HRESULT: 0x800706BE)
at Microsoft.Crm.Tools.ActiveDsWrapper.NameTranslateClass.Init(Int32 lnSetType, String bstrADsPath)
at Microsoft.Crm.ADNameUtility.Rfc1779NameFromGuid(Guid guid)
at Microsoft.Crm.SecurityUtils.BuildLdapPath(Guid adGuid)
at Microsoft.Crm.SecurityUtils.CheckMembership(Guid principalId, Guid groupId)
at Microsoft.Crm.Caching.OrganizationSettingsCacheLoader.LoadCacheData(Guid key, ExecutionContext context)
We did the following checks already:
The user has access to the groups in AD with the correct permissions etc. On other workflows this problem does not occur. Async server is running and restarting this server did not do the trick :(
Any suggestions? Please let me know! Thanks in advance!
Hi Expert,
I am working on Dynamics 365 custom portal.
Suppose I am having Test(header menu) on custom ADX portal.
Under the Test I am having Test 1,Test 2, Test 3, Test 4...So on child pages(drop down).
Now I created a user called Test1.
If I login with "Test 1", Then I need to show only Test1 child page(dropdown) under Test menu.
Any help will be appreciable.
Thanks In Advance....
Dear reader,
I’m running around in circles now, so maybe someone could give me a hand or direction?
Situation:
On entity Systemuser I created a synchronous workflow that runs on request only. All it does (should do) is copy a few fields from another record in another custom entity (let’s call it B). The relationship between Systemuser and B is 1:1.
So far, the fields that are copied, remain blank. This makes me suspect that the link/relationship between Systemuser and B isn’t quite as it should be. Yet I do get to select B in the dropdown on the workflow, probably since I created a one-to-many relationship from B to Systemuser. But obviously I’m making somekind of mistake.
How to setup the field/entity relationships correctly?
Thanks for thinking along with me.
Regards,
Jeroen
Hi everyone!
How can I implement the next case: if user creates task for team 'Sales Managers' - all users from team should receive individual tasks with inherited information from group task (subject, description, due date).
For today I have only solution how to create tasks for all team members. Action is called by trigger - when task assigned to a team = 'Sales Managers' than child workflow creates tasks for all team members. But child workflow is called for 'User' entity, so there is no possibility to retrieve information from first 'team task' and copy it into individual tasks via OOB.
hello
has anyone else had issues with the 'OR' functionality in advanced find. Dynamics 365 CRM
i have tried to do query but with 3 sets of different criteria and it just does not work. the 'OR' function doesn't seem to work and all the results of data is incorrect
this is so we can do some data cleansing and remove the contacts that come up in these results
for example:
Hi all,
Could anyone advice me how to reuse dynamic Excel sheets - reports - created in the test environment with the target production environment? I cannot find any way how to just change the connection string and avoid rebuilding them again from the scratch. A customer of mine demands the same possible steps when he reinstalls his virtual server and his Excel reports have stopped working. Please help or give me some hint.
Than you
Jan Vanek
Hi,
Is there any way to get versions supported by CRM Account?
I have a functionality that might work differently according to CRM version.
If Version is 8.0 or 8.1 or 8.2, then it has usual flow. But if Version is 9.0, then flow will be changed.
So, Is there any way to get supported versions of current account of CRM using Javascript webresource?
users want to be able to just search for the numbers within a quote/job id without having to type in quo/job at the start.
Is this possible?