I have a entity like service request in that i have child service request is there am able to create that child service request, But when I am open that child request in that page below i got unsaved changes, after some time it will be automatically saving. But i need when am open the page in that time only it will save i don't want these unsaved changes can anyone help me
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unsaved changes
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Custom login / Force Login
Hi,
We are setting up a customer portal and the customers will enter the portal from one of our own websites where they will be logged in through a SSO solution. Now I was able to make the SSO solution to work with the portal so it can use our already existing accounts.
Is it possible to force the user to login through a set provider when we redirect the user from our site to the portal? because now the users will have to press sign-in and select the provider, i think it would be prettier when this is done for the user.
Thanks in advance!
Kind Regards,
Niels
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install crm reporting extension via command line CRM 2016
Hi,
im trying to install MS Dynamcis CRM Reporting extension via commad line, need help with the xml file if is ok, since the install program start with error and not loading the healing pack for detect reporting services 2016, what is need it, since also the automatic update wont work. (sorry for my bad english).
<crmsetup><srsdataconnector><configdbserver /><autoupdateconfigdb>1</autoupdateconfigdb><autogroupmanagementoff>0</autogroupmanagementoff><patch update="true">c:\sql2016\Srs_KB3129794_Amd64_3082.msp</patch></srsdataconnector></crmsetup>
Thanks in advance,
Juan Solares
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Saving Advanced Find Views With A Large Set Of Colleagues
I have a number of Advanced Find personal views that I want to save with tens of colleagues. I would rather not have to find every colleague on an individual basis during the sharing process for every view as it is so time consuming. I would prefer to be able to just apply a saved grouping of them every time (along the lines of an Outlook Distribution List) .
Is there any way to achieve this please?
CRM 2013 on premises.
Thanks.
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Prevent record deactivation if child records are active
Is it possible to prevent a user from deactivating a record if there are related records still active e.g. appointment, tasks etc?
An out of the box method would be best, or perhaps a custom method?
Thanks.
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Sending/replying to an e-mail in CRM app/Outlook app
I have tried to find out how to work with e-mails when I’m using the mobile app.
Secenario:
- A customer has sent an e-mail to a queue. A case has been created with the function to automatic create a case.
- The case has been assign to me.
- I using my mobile client on a tablet to work with the case and answer the customer.
- I need to reply to the e-mail in the case. Send an answer to the customer.
How do I do this?,
How do you work with e-mail within the mobile app?
Another Scenario:
If I use the Outlook app (not the outlook plugin) and create a new e-mail and I want to send this to one of my contact in CRM. How do add a contact from CRM to my e-mail? Is there any way to have a lookup to CRM contact where I can choose who to send the e-mail to?
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Search Account from a Contact in Entity "Phonecall"
Hi all,
i have the following problem.
In the entity "phonecall" we have the partylist "from". If this feeld is filled with a contact record i want to find the suitable account to this contact and save it in a new lookup feeld.
From the partylist i can get following informations:
Is it possible to find the account from a contact only with the contact id? And how can i achieve my goal?
Please help me =)
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Between operator for From DateTime and TO DateTime field in Plugin
Dear All,
i want to use between operator in query expression for 2016 on premises.
I have date field in Employee Entity - TextDate.
In the Department i have Date fields as FromDate and ToDate, if the TextDate in lies between FromDate and ToDate than i want to show the records of Employee entity .
if TextDate doesn't lies between FromDate and ToDate i dont want to show any records.
i have tried the query Expression like this and fetch XML also i tried.
QueryExpression Condition
GreaterEqualnew ConditionExpression("FromDate ", ConditionOperator.GreaterEqual, TextDate);
new ConditionExpression("new_enddate", ConditionOperator.
LessEqual, TextDate);But still it doesn't worked for me.
can Anyone guide me for the Same.
Regards,
Krishna
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Run more than 3 SLA(not sla item).
Run more than 3 SLA(not sla item), which work one after the another that too on breach(noncomplaint).
As per the business requirement, i need 5 sla to be run one after another as breaches.
1st breach 2nd should start, 2nd breach 3rd should start, 3rd breach 4th should start based on condition.
Kindly let me know, if its is possible or alternate way to work around.
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Edit the “Test and Enable” mailboxes message sent to user
Does anybody know where and how to edit/customise the subject and body of the test and enablemailbox emails sent by MS Dynamics CRM 2016/365 on premises?
We looked at the email template section but found nothing in there, is there anything to edit in the database directly or how else we can tweak the system so that we can have our custom test in there instead of the default "Test Message"... ?
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On-prem install v1612 (8.2.0.749): How to upgrade to v9.x ?
My company has a 2016 install of Dynamics we use to do custom apps for our business departments. We need auto-numbering features and would like to use native capabilities as opposed to plugins. Version 9.x included this in online product. Is there an upgrade path to v9.x for on-prem?
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CSS fix (#0000 to #000) for Chrome only working for few users
We recently did a fix to a known issue with CRM and Google Chrome. The issue is where in one of the CSS files, the color code is #0000 and it needs to be either changed to #000 or #000000. However, this fix seems to be working only for certain users and for some users it is not. All users have updated to the latest version of Chrome and cleared their cache. Any reason why the fix could be working very sporadic?
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How do you know if email is being tracked
We just upgraded to Dynamics 365 Online and have installed the Outlook App on each desktop.
It seems like the email tracking is working and we do have the tracking tokens turned on.
But the users are asking, "how do they know without opening the app, if their email is being tracked".
In the old 2011 we upgraded from, it would display on the email to show.
Thanks!!
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Error when mapping dynamic fields in a workflow
Hi
I have 2 custom entities which are very similar in a Dynamics 365 v9 trial. The trial also include PSA and Field Service.
I have created a workflow which is triggered when a field changes in entity 1. The workflow will create a new record for entity 2 and copy fields from entity 1 to entity 2.
This works with the exception of 1 field. The problematic field is a global option set.
I can add a dynamic value to the option set in the workflow editor but when I click save and close, i get the following error. Please can I have some help resolving this?
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Xml.XmlException: Name cannot begin with the '>' character, hexadecimal value 0x3E. Line 1, position 9248.
at System.Xml.XmlTextReaderImpl.Throw(Exception e)
at System.Xml.XmlTextReaderImpl.ParseQName(Boolean isQName, Int32 startOffset, Int32& colonPos)
at System.Xml.XmlTextReaderImpl.ParseElement()
at System.Xml.XmlTextReaderImpl.ParseElementContent()
at System.Xml.XmlLoader.LoadNode(Boolean skipOverWhitespace)
at System.Xml.XmlLoader.LoadDocSequence(XmlDocument parentDoc)
at System.Xml.XmlDocument.Load(XmlReader reader)
at Microsoft.Crm.SharedUtil.CreateXmlDocument(XmlReader reader)
at Microsoft.Crm.SharedUtil.CreateXmlDocument(String xml)
at Microsoft.Crm.Application.WebServices.WorkflowWebService.UpdateCreateEntityStep(String activityId, String entityId, String createXml, String descriptionXml, String parentStepId, String rendererTypeCode): Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #F4F4527EDetail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>0ac7c254-8cfd-4637-b5cc-4c36d3a139ea</ActivityId>
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>System.Xml.XmlException: Name cannot begin with the '>' character, hexadecimal value 0x3E. Line 1, position 9248.
at System.Xml.XmlTextReaderImpl.Throw(Exception e)
at System.Xml.XmlTextReaderImpl.ParseQName(Boolean isQName, Int32 startOffset, Int32& colonPos)
at System.Xml.XmlTextReaderImpl.ParseElement()
at System.Xml.XmlTextReaderImpl.ParseElementContent()
at System.Xml.XmlLoader.LoadNode(Boolean skipOverWhitespace)
at System.Xml.XmlLoader.LoadDocSequence(XmlDocument parentDoc)
at System.Xml.XmlDocument.Load(XmlReader reader)
at Microsoft.Crm.SharedUtil.CreateXmlDocument(XmlReader reader)
at Microsoft.Crm.SharedUtil.CreateXmlDocument(String xml)
at Microsoft.Crm.Application.WebServices.WorkflowWebService.UpdateCreateEntityStep(String activityId, String entityId, String createXml, String descriptionXml, String parentStepId, String rendererTypeCode): Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #F4F4527E</Message>
<Timestamp>2017-12-20T17:47:32.3532668Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>
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Outlook CRM add-in version 2013
When I double click on an account or contact, I expect it to open in a new window but it just loads on the bottom section of the page. I expect to happen on a single click.
I guess my question is how do I open a record on a separate window.
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How accurate is this post:
Can please let me know how possible is this to happen,
I tried to make the same tool, but when I import the accounts into update account entity I get an error regarding to the account number lookup field as duplicated:
www.powerobjects.com/.../updating-records-in-microsoft-dynamics-crm
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Need to update field based on active stage in Business Process Flow
I have a business process flow for an opportunity that consists of the following stages
Categories
-Qualify
-Develop
-Propose
-Close
I have created a business process that looks at the active stage/category to set a field on the form.
I move through the stages within the Business Process Flow, but the business rule does not update the probability field.
If I save/close the record and reopen it, the probability field updates upon open. Why does the field not update real-time as I move through the stages?
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Adobe sign for Dynamics 365
Hi All,
I'm new to Dynamics 365 and I have a requirement from business for paperless contracts and ability to sign them digitally. Our best bet for us now seems to be Adobe Sign integration as its compatibility with our Dynamics 365 On Premise. I downloaded a 30-day trial and tried to implemented to our Dev environment. Unfortunately, I've not been able to validate a given integration key and been trying to reach out to Adobe. I'm wondering if anybody has come across the implementation of Adobe Sign and if it has been the right choice or is there any other third-party software I should look into it.
Appreciated any response.
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updating report .rdl
Hi
I'm trying to update my quote report on CRM online but when i try to update the rdl file i get this error:
his report can’t upload because there are restrictions with SQL Server Reporting Services reports when Report Definition Language (RDL) Sandboxing is enabled. For on-premises RDL Sandboxing, contact your system administrator. More information: RDL sandboxing for Microsoft Dynamics 365 Online. If you contact support, please provide the technical details.
Activity ID: cc43323c-b308-4738-bae1-9275835bd555
Timestamp: Wed Dec 20 2017 15:44:01 GMT-0500 (Eastern Standard Time)
Thanks for your help
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Error on custom workflow activity when dup detection fails
I have a custom workflow activity that is iterating through a list to create a number of records. Sometimes, one or more of those records might be duplicates, in which case we don't want them to be created, but we want everything to continue on normally.
I've put the create (telling it to use dup detection) in its own try/catch block, and logging an exception when it happens.
However - if I run this workflow real-time (which is the desired behaviour), it gives an error - the popup just says error and refers me to the log, nothing more. The log has a bunch of stuff about there being a duplicate, which of course is expected, but I just want it to continue on afterwards as if nothing happened.
The workflow works if:
- It's not creating duplicates
- OR I have dup detection off
- OR I convert it to a background workflow
How can I get it to just create the new ones, log the duplicate ones, and not pop up any error messages to the user?
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