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Disable Title Suggestion While Creating a New Case

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Hi,

We want to disable title suggestion on create new case page. 

Is there a any settings to disable it? 


USD Package Deployer unable to connect with Dynamics 365 (Online)

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Hi,

I am not getting any error while trying to login with USD Package Deployer to an online trial version of Dynamics 365. Also, I am not able to login either. After providing the credentials and hitting login, the same login screen re-appears and nothing happens. Any suggestions... what could be the possible reason?

Bounce back E-mails from a address that dosn't exist.

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Hello!

I get this bounce backs from an e-mail address posted below.

Problem is that i can't fins that e-mail address in the system nor the e-mail activity sending this e-mail out. 

And i have gotten these reminders for several weeks now and it would be really nice if i can make them stop.

Any suggestions? 

This message is a warning that an email you are trying to send has not yet been delivered. You do not have to do anything yet as the email is still queued for delivery.

An email you addressed to email address :
-- random.email@gmail.com

has not yet been delivered. The problem appears to be :
-- Recipient server unavailable or busy

Additional information follows :
-- 4.2.2 The email account that you tried to reach is over quota. Please direct the recipient to https://support.google.com/mail/?p=OverQuotaTemph3si33562800pld.448 - gsmtp

This condition occurred after 6 attempt(s) to deliver over a period of 1 hour(s).

You will receive a rejection notice after a maximum of 4 days if the email cannot be delivered. If you sent the email to multiple recipients you will receive one of these messages for each one which is still undelivered, otherwise they have been sent.

service.Update(opp) does not update the field and save it.

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Hi there ,

I have a problem with the plugin  that should update opportunity entity , the field crm1st_productavailable to true or false . But after the opportunity gets updated with its value and the plugin ends(successfully when I debug) . But in CRM , first the value in field gets Updated ,then when I reload the page , the previous value is still there in  the field "crm1st_productavailable " and not the updated one. 

I am very unsure why it does not save  the value during update ?  and why does it swing back to the previous value? 

Please help me ..

                if (pre != null && pre.Contains("opportunityid"))
                {
                    Guid preId = pre.GetAttributeValue<EntityReference>("opportunityid").Id;
                    fetch = String.Format(fetch, preId);
                    EntityCollection relatedOpps = service.RetrieveMultiple(new FetchExpression(fetch));  opp = new Entity("opportunity", preId);

                    if (relatedOpps.Entities.Count <= 1)
                    {
                        opp["crm1st_productavailable"] = false;
                    }
                    else if (relatedOpps.Entities.Count > 1)
                    {
                        opp["crm1st_productavailable"] = true;
                    }
                    service.Update(opp);
                }

Thanks in advance,

Hajira

CRM 2013 Bing map is not showing address field

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Hello All,

CRM Version: 2013 Roll Up 2, On-Premises.

We have enabled Bing map on Lead entity from system settings. We have also added Bing Map Key for activating it. The Problem is when we select address 1 (Composite field) in Lead entity it not pointing to that address in Bing Map.

I have searched for the same in different places and found only one thing that from Bing Map property you need to select Address 1 or you can also change it with Address 2. I have verified and its configured with Address 1 field. But, still no luck.

Any help would be appreciated. Thanks in advance.

Regards,

Harshil Shah

Attachment Entity

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Hi Guyz,

I have a requirement to implement.

On click of custom button i am opening attachment form. After uploading one document i am clicking on Attach button, and i am getting some error.

Can any one help me with this. My requirement is to user should be able to submit doc on click of custom button. Thank you for your help.

Custom Active-Passive Azure Aware Plugin Logic

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Hi All. 

As for the geo-resilience handling, is it possible to implement a custom logic for active-passive replication for the execution content for Azure Aware Plugin?

If we have two queues created as one primary and one secondary in different data centre.

When Azure-Aware plugin is registered, it will first try to send the message to the primary queue. If failed, it will retry on a timely basis and if the failure still consists, it will then try to send the execution content to the secondary queue. 

Does anyone know if this is possible?

SSRS Sub Reports are not Displaying in Main Report

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Hello All,

I have Main Report it Consist of more than 1 Sub Reports,If  Some Sub-report doesn't have any Rows ,I want Still Display Headers in Main Report,But it is not working .


Accessing data from other entity

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Hi All,

My requirement is that i want to sum up the total amount spent by customer in making orders and which is coming from a subgrid inside contact (i.e., different entity). I have achieved it using SQL query .. But can i do it using Charts or something else apart from SQL ?

Thanks for any help!

Created trial version mscrm365 did not connected any third party tool

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Hi Expects,

Any idea about i am creating trial version did not connected in  XRMToolBox,CRM,USD 

please any now tell me 

Thanks

venkateswarlu

PSA: How set Project regarding to Contact?

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Hello friends,

Have faced strange behaviour of Project Service Automation in relation to the Project record.

As I have found, the Project can be only related to the Account using field msdyn_customer (I thought that was meant Contact and Account too, but no). But, we want to create Project regarding to Contact too.

The question: How to set new Project record in regarding to Contact (not Account)? Is there any way to do this without code? How is the Сontact also associated with the other related Project records?

I would appreciate for any help!

Pivot FetchXML SSRS Report

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hello , could you please help me i need to do Pivot in a fetchXML Query for a SSRS Report (A chart) in CRM 365 online   

here is my fetch query :

<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0">
<entity name="contact">
<attribute name="fullname"/>
<attribute name="contactid"/>
<attribute name="NbrWeekEmail"/>
<attribute name="NBRDayEmail"/>
<attribute name="NBRMonthEmail"/>
<order descending="false" attribute="fullname"/>
<filter type="and">
<condition attribute="contactid" value="{DE376A94-26E6-E711-A82D-000D3AB4DB84}" uitype="contact" uiname="Lamyae j" operator="eq"/>
</filter>
</entity>
</fetch>

Query Result :

full name | NbrWeekEmail|NBRDayEmail| NBRMonthEmail

Lamyae  j | 2                         | 3                    | 4 

 I want to convert it to

NBR _Type             |     Value   |Activity 

NBRWeekEmail      |   2           | email

NBRDAYEmail        |   3           | email

NBRmONTHeMAIL|   4           | email

Inorder to display it in a bar chart  like this 

Any Idea for help please ?? 

Using Web Api 8.2 for Javascript of Editable Subgrid

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Hi Experts,

We need to retrieve some related entity data for a record and validate the fields from editable subgrid based on that.

Can we use WEBAPI with javascript fot Editable Subgrid?

Web Form Step behaviour

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1. When we are in web form step2, using "Tabbing" when the selection is on "Previous" Button when we click "Enter" it is submitting not moving to the previous page.

2.  Using "Tabbing" when the selection is on "Attachment" Button when we click "Enter". It's not opening (browse file functionality is not working).

Delete fields from solution?

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Hi,

As today we have an test environment and a live environment. The customizations created in test is exported to live environment as an managed solution.

I need to create a rollup field, however we have reached the limit of 10 rollup fields for that entity.

The only solution is to delete one of the existing fields in test, and create the new field. (The field type should be different, whole numbv

But can I just do this? And how will it behave when importing the managed solution to live environment?


understanding CRM 2015 entity architecture and relationship to match the business to it

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I want to know the all process or workflow structure of CRM 2015 to map our business to out of box entities. For example, I want to use CRM to set up a help desk ticketing, where can I find a resource or document to tell me more and in detail about lead, customer, opportunities and other CRM abilities?

Default email signature append to button of the message CRM2016 (8.1.0.359)

How to get correct data in SSRS report.

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Hello All Experts,

i have created four dataset.

1.Activitytocustomentity

2.Appointmenttocustomentity

3.Tasktocustomentity

4.Phonecalltocustomentity

within the report  1.dataset and some fields as expression from 2 and 3 and 4th dataset i am using but there is only a single value getting populated along with first dataset .

how to avoid this.

Below is my fetchxml first 1.dataset. i.e (Activitytocustomentity)

<?xml version='1.0'?>
<fetch distinct='false' mapping='logical' output-format='xml-platform' version='1.0'>
<entity name='activitypointer'>
<attribute name='activitytypecode'/>
<attribute name='subject'/>
<attribute name='statecode'/>
<attribute name='prioritycode'/>
<attribute name='modifiedon'/>
<attribute name='activityid'/>
<attribute name='instancetypecode'/>
<attribute name='community'/>
<attribute name='scheduledstart'/>
<attribute name='sortdate'/>
<attribute name='slaid'/>
<attribute name='scheduleddurationminutes'/>
<attribute name='regardingobjectid'/>
<attribute name='stageid'/>
<attribute name='ownerid'/>
<attribute name='onholdtime'/>
<attribute name='modifiedonbehalfby'/>
<attribute name='modifiedby'/>
<attribute name='leftvoicemail'/>
<attribute name='lastonholdtime'/>
<attribute name='exchangerate'/>
<attribute name='scheduledend'/>
<attribute name='description'/>
<attribute name='deliveryprioritycode'/>
<attribute name='senton'/>
<attribute name='deliverylastattemptedon'/>
<attribute name='createdon'/>
<attribute name='transactioncurrencyid'/>
<attribute name='createdonbehalfby'/>
<attribute name='createdby'/>
<attribute name='actualstart'/>
<attribute name='actualend'/>
<attribute name='actualdurationminutes'/>
<attribute name='activityadditionalparams'/>
<order descending='false' attribute='modifiedon'/>
<link-entity name='new_customentity' alias='aa' to='regardingobjectid' from='new_customentityid'>
<attribute name='createdby'/>
<attribute name='ownerid'/>
<attribute name='new_uniqueid'/>
<filter type='and'>
<condition attribute='createdon' value='2017-01-01' operator='on-or-after'/>
<condition attribute='createdon' value='2017-12-31' operator='on-or-before'/>
</filter>
</link-entity>
</entity>
</fetch>

2. dataset  fetchxml. i.e (Appointmenttocustomentity)

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="appointment">
<attribute name="subject" />
<attribute name="statecode" />
<attribute name="scheduledstart" />
<attribute name="scheduledend" />
<attribute name="createdby" />
<attribute name="regardingobjectid" />
<attribute name="activityid" />
<attribute name="instancetypecode" />
<attribute name="new_winplandimension" />
<attribute name="new_subcategorydescription" />
<attribute name="new_subcategoryid" />
<attribute name="subcategory" />
<attribute name="statuscode" />
<attribute name="sortdate" />
<attribute name="slaid" />
<attribute name="overriddencreatedon" />
<attribute name="stageid" />
<attribute name="processid" />
<attribute name="prioritycode" />
<attribute name="ownerid" />
<attribute name="onholdtime" />
<attribute name="modifiedon" />
<attribute name="modifiedonbehalfby" />
<attribute name="modifiedby" />
<attribute name="new_meetingminutesinternal" />
<attribute name="new_meetingminutesexternal" />
<attribute name="location" />
<attribute name="lastonholdtime" />
<attribute name="exchangerate" />
<attribute name="ap_engagementtype" />
<attribute name="scheduleddurationminutes" />
<attribute name="description" />
<attribute name="transactioncurrencyid" />
<attribute name="createdon" />
<attribute name="createdonbehalfby" />
<attribute name="category" />
<attribute name="new_categoryid" />
<attribute name="isalldayevent" />
<attribute name="activityadditionalparams" />
<attribute name="avanade_adhoc" />
<attribute name="actualstart" />
<attribute name="actualend" />
<attribute name="actualdurationminutes" />
<attribute name="activitytypecode" />
<attribute name="avanade_activityplanid" />
<order attribute="subject" descending="false" />
<link-entity name="new_customentity" from="new_customentityid" to="regardingobjectid" alias="ab">
<attribute name="ownerid" />
<attribute name="new_caseid" />
<filter type="and">
<condition attribute="createdon" operator="on-or-after" value="2017-01-01" />
<condition attribute="createdon" operator="on-or-before" value="2017-12-31" />
</filter>
</link-entity>
</entity>
</fetch>

likewise the other two has fetchxml

Graph/view doesn't return records while they're query-able

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Dear reader,

I have a form in which a graph is included. Graph and view are public (ofcourse, I guess?).
Being a systemadministrator with this role, I get to see a beautiful graph with the values I was expecting. As soon as I remove the sysad role, I'm told that "a chart cannot be displayed because the view or filter criteria that you selected did not return any records".
Well, that could make sense. However, if I open advanced find, I can query all records that I was looking for. So, I do have access to them (not being sysad that is), but they're just not shown on the graph.

I have this uncomfortable feeling that I'm overlooking something here. Any other security thing that I'm missing? Any ideas or clues?

Thanks in advance,
regards,
Jeroen

Set a field to a lookup in a lookup

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Hi All

This might seem an easy question but i think i'm going mad because i can't do it

Basically in quotes we have a lookup that the users select haulage county(haulage entity) from this i want another field to be filled with the sales person that is set in the haulage entity 

so when the user selects the haulage county 

a field in quotes looks at the haulage entity to get the sales person in the actual haulage entity this is a lookup at our users 

and ideas how to do this please

Many Thanks

Dan  

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