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Can scheduled emails in Outlook be tracked to CRM?

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I created some scheduled emails in Outlook but they look like they didn't track until I forwarded one of them to someone.  Once I did this both the original email and forwarded email tracked.

Is this a limitation of the Outlook plugin that scheduled emails cannot be tracked?


preventDefault behavior of Enter key on specific field? (MSD 365)

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After a user enters the City to search on, they need to click on a Search button.  If they hit Enter instead, the application tries to submit the form and move to the next page, which gets ugly.

Could someone tell me how to disable the Enter key on a specific form field?  

Is keypress decremented in MS CRM 365?

Thank you

JavaScript to lookup address and update text field on order form

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I have a section of javascript that is to pull back information from the bill-to address selected for an order using the "Lookup Address."

I see the form update when I select the new address, but when I pull the addressid(GUID) of the bill-to address, I get the previous address.

When is the address GUID associated with the order updated to the order record? From the code I have inserted below, I have pushed information to the screen to show the GUID, but it is the GUID of the previous address and not the new one that I selected.

When I save the order form, there is a call to "updateAddresses"

function updateAddresses(executionContext) {
  var formContext = executionContext.getFormContext();

    if (isEditable(formContext)) {
        var shipToAddressId = getFieldValue(formContext, "shipto_addressid");
        var billToAddressId = getFieldValue(formContext, "billto_addressid");
window.alert('The ' + shipToAddressId + '<-shipToAddressId');

    getAddress(formContext, shipToAddressId, 'ship', function (shipToAddress) {
      getAddress(formContext, billToAddressId, 'bill', function (billToAddress) {
        updateAddressFields(formContext, shipToAddress, billToAddress);
        var saveArgs = executionContext.getEventArgs();
        if (saveArgs.getSaveMode() !== 1) formContext.data.save(); // prevent infinite save loop
      });
    });
  }
}

function getAddress (formContext, addressId, whichAddress, next) {

  if (!addressId) {
    next();
    return;
  }

  addressId = addressId.replace('{', '').replace('}', '');
  var url = encodeURI('/api/data/v9.0/customeraddresses(' + addressId + ')');
  var address;
  var req = new window.XMLHttpRequest();

//     formContext.ui.setFormNotification("URL has been built","WARNING","urlvaluecall");
  window.alert("url=> " + url);

  req.onreadystatechange = function () {
    if (req.readyState === 4) {
      if (req.status === 200 || req.status === 304) {
        window.alert("getaddress successful" + req.readyState);
   
        address = JSON.parse(req.responseText);
           window.alert("address=> " + address);


      } else if (req.status === 404) {
        window.alert('The ' + whichAddress + '-to address could not be found.  customeraddressid: ' + addressId);
      } else {
        var errorMessage = 'Could not pull ' + whichAddress + '-to address info. Error ' + req.status;
        if (JSON.parse(req.responseText).error) {
          errorMessage += ': ' + JSON.parse(req.responseText).error.message;
        }
        window.alert(errorMessage);
      }
      next(address);
    }
  };
  req.open('GET', url, true);
  req.send();
}

function updateAddressFields (formContext, shipToAddress, billToAddress) {
  if (shipToAddress) {
    var shipToShippingAcct = shipToAddress.fgs_shippingaccount || '';
    var shipToName = shipToAddress.fgs_shiptoname || '';
    var shipToLabel = shipToAddress.name || '';

formContext.ui.setFormNotification('shiptoaddressid.', shipToName);

    setValue(formContext, 'fgs_shiptoshippingacct', shipToShippingAcct);
    setValue(formContext, 'fgs_shiptoname', shipToName);
    setValue(formContext, 'fgs_shiptolabel', shipToLabel);
  }
  if (billToAddress) {
    var billToLabel = billToAddress.name || '';
    setValue(formContext, 'fgs_billtolabel', billToLabel);
  }
}

function setValue (formContext, field, value) {
  window.alert("Inside of setValue:value->"+ value + " Field->" + field);
  formContext.getAttribute(field).setSubmitMode('always');
  formContext.getAttribute(field).setValue(value);
}

What is the best way to Rebook the Workorder?

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I would like to know, what are the options available to rebook a work order in field service. Currently I found only one way to rebook a work order is through schedule board, which is not most efficient way to rebook a work order for dispatcher. Imaging an organisation where they have 100+ resources and each resource have 10+ work orders scheduled each day. If customer call and ask to reschedule a WO, how dispatcher will find out which work order they have to reschedule as at that time they only know Customer details.

Aggregating Surveys; Define Correlation to Single Survey Question

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How can we correlate drivers (regression analysis of the other questions/responses within a survey) to the responses to a single/consistent question across all my customer surveys?  

My assumption is surveys (in MSD VoC App) are stand-alone studies and the responses cannot be aggregated to demonstrate a correlation to a specific response to consistent question/response.

   

Trying to install Microsoft Dynamics 4.0 on Windows server 2008

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Trying to install Microsoft Dynamics 4.0 on Windows server 2008. Getting following error messages. How do I get to install on Windows server 2008

What is the best approach during solution deployment to solve the issue when the attribute with same schema name but different Data types in source and target instances?

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Hi Experts,

I am looking for the best approaches while deploying managed and unmanaged solutions:

When the attribute schema name is the same but the data type is different in source and target instances.
In case if I am going to delete the field in target instance what would be the solution to remove the dependencies in the managed solution.

The below approach I have followed:
I removed dependencies manually. And deleted the field.


Thanks
Hemant

Stage Id is not Present in Business Process

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Hi i'm trying to create Reprocess function for my work order so when my work order fail i can reprocess my workorder again, the problem is i want the business process flow Active stage for change to previous stage, What i try to do in here change the bpf to Service Point Stage. To make this happen i tried to change the Work Order Process Entity and update the ActiveStage id in my plugin but it shows error messages like this

 

here is my code 

  QueryExpression queryWorkOrderProcess = new QueryExpression(mjt_work_order_process.EntityLogicalName);
                        queryWorkOrderProcess.Criteria.AddCondition(new ConditionExpression(mjt_work_order_process.Fields.bpf_msdyn_workorderid, ConditionOperator.Equal, workOrderEntity.Id));
                        var workOrderProcessId = service.RetrieveMultiple(queryWorkOrderProcess);
                        if(workOrderProcessId.Entities.Count > 0)
                        {



                            var process = (from processItem in crmSvcContext.ProcessStageSet
                                             where processItem.StageName == "Service Point"
                                             select new
                                             {
                                                 Process = processItem.Id
                                             }).FirstOrDefault();
                            if (process == null)
                            {
                                throw new InvalidPluginExecutionException("Process Service Point Not found, make sure you don't delete it");
                            }

                            mjt_work_order_process workOrderProcessEntity = new mjt_work_order_process();
                            workOrderProcessEntity.Id = workOrderProcessId.Entities[0].Id;
                            workOrderProcessEntity.ActiveStageId = new EntityReference(ProcessStage.EntityLogicalName, process.Process);
                            service.Update(workOrderProcessEntity);
                        }


Anyone can help me here, any tough will be apreciate 

Thanks in Advance


microsoft dynamics crm 2016 development

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what is the difference between

dynamics crm 2016 development

and dynamics 365 development

if i became crm 2016 developer can i develop for dynamics 365?

if any one know training or pdf for development

How to work with multi tenants?

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Hi all,

I have this company who got users in europe thats on a european tenant and also users in china on a chinese tenant.

Now they want to merge these 2 offices so they can share data.

My first thought would be to set up a chinese instance in the european tenant but the internet is to slow for the chinese people to connect to a european tenant so it dosnt work.

Is there a way to integrate these two tenants so they can share data without having the chinese people log in to a european tenant?

How does other companies work with this problem?

No Soap Envelop in Response: Ribbon WorkBench

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In CRM online, I added a custom button in Case ribbon to resolve a case using ribbon workbench but upon publishing the solution I am facing following exception. Any Idea to get rid off this?

Automatic Record Creation when finish is clicked in Business Process Flow

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Hi all, 

I want to automatically create a new Case once the user clicks Finish on the BPF. Also I need to pass forward some of the information from the BPF entity to the case. 

How can this be acheived?

Thank you

Show Survey Responses for a Survey in Opportunity entity

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Hi,

I need to see Survey Responses for a particular survey directly from Opportunity entity. In other words, I want a survey response to be tagged directly with an Opportunity record.

Can we bring Survey Responses to the navigation bar in an Opportunity like below : 

I basically need to see all the information in Survey Response from Opportunity entity.

Validate Notes in Child Entity

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Hi All,

I have requirement on click of button i need to makesure that notes have been added in the child entity .If the attachment is not added then user should get an alert stating notes is not attached.

Opportunity is the primary entity

Documents(For custom notes requirement )custom entity i an adding notes in this custom entity.

I have added subgrid (for attaching notes in Documents entity )in Opportunity.

Now i need to validate notes is getting attached if not alert the user.

Let me know if any suggestions

Alarm & Notification for on-promise

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Hi

I looking for Alarm or Notification Solution for dynamic 365 on promise.

when anything assign to user or user follow that entity, inform user when record changed or created by browser notification, popup or something else.

I don't like use email to send alarm. 

thanks for your help


Where should I go to submit ideas to MS for D365 CRM?

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I see the ideas link at the top of this site, but the page I go has a 'sign in' link that doesn't work for me.

Populate Opportunity lookup in Survey Response form

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Hi,

I have created a survey. I have also created 1:N relationship between Opportunity and Survey Response. I have placed opportunity lookup on the survey response form.

Now, I want to associate all the Survey Responses related to a particular survey to associate with an opportunity. How do I do that?

How to populate opportunity lookup in the Survey Response form?

USD - Pass Data through FireRequestAction

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I am stuck in this small issue and as i am new to Microsoft usd therefore i require a bit of help to go through this.

I am trying to pass data from my Xaml.cs code inside USD Action Call but i am unable to do it. I have tried many solutions, below are some.

Object actionData;
 actionData = "CustomerID =D*****-****-****-****-***********";
 actionData = GeneralFunctions.Serialize(actionData);
 FireRequestAction(new RequestActionEventArgs(USDHostedControl, USDAction, actionData));

I have also tried like below,

 actionData = new Dictionary<string, string> { { "CustomerID", "D*****-****-****-****-***********" }};
  actionData = GeneralFunctions.Serialize(actionData);
  FireRequestAction(new RequestActionEventArgs(USDHostedControl, USDAction, actionData));

And inside my USD Action Call i am passing like this,

customerid=[[CustomerID]]
But unfortunately, none of it is working. I hope anyone here can help me with this.

Many thanks in advance.

Sitemap Privilege Error , Microsoft dynamics 365

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Hi,

 

On Dynamics 365, I am getting below error when trying to update Sitemap. I have already checked for duplicate Subarea with same Id.


Anyone faced the same issue?

Thanks

Reporting Error Error occurred while getting the data source contents for the report. Error Details: Error occurred while getting the data source contents.

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Hi,

Getting below error while running report in Dynamic 365-Online

Reporting Error

Error occurred while getting the data source contents for the report. 
Error Details: Error occurred while getting the data source contents.

   -   Issue facing while running OOB report

   -   Issue facing while creating simple wizard report

   -   Issue facing while creating or running custom report

Any idea, earlier it was working fine.

Thanks

 

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