I want to filter a Schedule Board Unscheduled(Resource Requirement) View based on other entity Id Is there any way to achieve it.
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Schedule Board Unscheduled(Resource Requirement) View Dynamic filtration based on Id
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Set a Closing Date on a Case
Hi,
We have had a plugin that has set a Closing date on a Case when it was Resolved for the first time. Now it has stopped working. I have a modified date that is the correct Closing date, but the Closing date is empty at the moment on many cases. I would like to set the empty field "Closing date" to the Modified on. If I do a workflow and take on Closing Date, modified on, and I reopen the Case. The Closing date will set the date of right now (modified on), which is wrong. I would like to take the previous modifying on date, that was the "Closing Date" and it shouldn't be changed.
Any advices to not getting the new modify on date, i want a date of the time the case was closed, and i don't want it to change.
Thank you so much!
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MS Dynamics CRM - on premise question
Hello,
Looking for some some assistance here, the application is requesting that they would like to change the subscription of some reports distribution, sharing in their own words, after update the names:
1. Remove abc & xyz as recipients for the HealthyGuidance Report original list.
2. Remove def & uvw as recipients for the YTD Wins with Up-Sells marketing report.
And what the old DBA did, he removed these guys email addresses from the list.
The question is from where I can get this information, means which tables I should look for, to find all the reports and their subscribers; distribution to subscribers relationship.
Please assist/guide, new to this MS Dynamics CRM, will be much appreciated your assistance here.
Best regards
oradba
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Sitemap shows Setting only
Hello
I'm new to Dynamics CRM. I created a new trail account but the platform shows only the Settings block on the sitemap.
How do I solve this issue?
Thank you
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Created duplicate Security Logins in SQL Data Base
Hi All,
We installed CRM Front End ,Back End ,SQL Server and Reporting Server in a separate machine. When we created a new organization we found in SQL Server Database that duplicate Security logins (2 PrivReportingGroup, 2 PrivReportingGroup, 2 SQLAccessGroup) created with different GID and organization created successfully and up and running.
My question is why did duplicate security groups create in SQL Server. Please let me know if anyone have answer?
Thanks Ram.
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Dynamics 365 - Get Value knowing the index for Multi Select Option
Hi All,
I have retrieved the index from a a multi select option field using the .getText
Knowing this index what is the easiest way to map this index to get the value from this
example:
Index User Value
0 User 1 100000001
1 User 2 100000002
2 User 3 100000003
Value index is in a var indexValue = Index
Where index = 1
How can I get the User 2 Value knowing their Index.
Thanks for your help
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Automated flow to check opportunity start date & send email if it has passed
I need to set up an automated process that will check the Estimated Start Date field on an opportunity and send an email to the opportunity owner if the date has passed. It is easy to set up a flow that triggers on an action (ie record created, field changed, etc.). My challenge is I need this to run on all existing opportunities every day, and in most cases there will be no changes on the record to trigger the flow to start. I need this to be an out of the box solution (ie no solutions that require custom programming). Any suggestions? Thank you in advance.
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Preventing Contact names from being saved in browser history
We recently noticed that contact names are saved in the browser history (it's the HTML Title of the page). Are there any ways for us to still use the first name, last name fields but prevent them from being saved in the browser's history?
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Remove "Account Name" column from Contact Sub-grid in Account Form
Hi Experts,
We have a Contact Sub-grid in Account form (Account = Customer). They want us to remove the "Customer Name/Account Name" column from the Sub-grid (when opened in Customer/Account form only) without updating the existing Active Contacts view or creating a new view. I will check if this can be done from plugin retrieve multiple. I'd like to know if there are any other way to remove this view dynamically on Customer/Account form?
Thanks in advance.
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Determine whether the current record is a new record on Form Load
Dear Support Team
It is request to please guide me how to find the following through JavaScript:
- Determine whether the current record is a new record on Form Load.
Look forward to kind reply.
Thanks
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Outlook customization
I have account outlook form. In That for a phone call, I want to show a phone image Is it possible??
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Modify Product Hierarchy
Is it possible to add a customized entity to the product hierarchy for example:
Product Family > Product Model> Product
:O)
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Change data & Attribute Mask query
Can anyone assist me with finding the users that had a change in address?
Also, to find the old as well as the new address.
I am not sure how to select the precise attribute mask in the field.
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Not able to add padding to borders of CRM entity
Hello all,
I have 1 css file that is loaded on the start of the campaign page. We have applied border to the campaign sections.
//My CSS:
.ms-crm-FormSection {
border: 0.50px solid #ccc;
padding: 15px 15px 15px 5px;
}
Now I want to add padding left 5px but that is getting override with MS CRM css (something like read.css file) see img.
//MS CRM CSS
.refresh-form .ms-crm-FormBodyContainer
TABLE.ms-crm-FormSection {
padding: 15px 15px 15px 0px;
border-spacing: 0px;
}
So I am not able to give padding 5px even though I gave it in my CustomStylesheet.css file.
How to overcome it?
-Prashant
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Dynamics portal Session
Hi,
On the time out session, were can i display a custom message ??instead of the default message "You don't have the appropriate permissions"!
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How can I capture a screenshot of a webpage in iframe on CRM form and save it to sharepoint ?
I want to capture a screenshot of a webpage in iframe on CRM form and save it to sharepoint. Can i use html2canvas? or is there any other way?
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Calculate sum of a column of a subgrid in an entity using custom script
My Dynamics 365 CRM is in Version 9 and there is not enough reference on this issue I am facing. I am looking for a custom script to get a sum of a column of a subgrid in an entity. I have an entity with a field name "total_amount", on that entity , i have a form with a subgrid referenced to another entity, which possess the records where i have product lines in it. How do i sum up the price of the product line, and insert the sum into "total_amount" field?
Currently i'm trying to use the gridcontext to achieve this but there isnt proper reference as to how do i use it to extract the column value and total it up.
I found this code but its only for older version of CRM :
setTimeout(calcCostoTotal, 3000);
}
function calcCostoTotal() {
var grid = document.getElementById(‘Deals’);
var ids = grid.control.get_allRecordIds();
var sum = 0.00;
var cellValue;
for(i = 0; i < ids.length; i++) {
var cellValue = grid.control.getCellValue(‘NAME OF THE FILED THAT IS BEING SUMMED’,ids[i]);
var number = Number(cellValue.replace(/[^0-9\.]+/g,”));
sum = sum + number;
}
Xrm.Page.data.entity.attributes.get(“NAME OF THE FILED THAT THE SUM IS GOING TO”).setValue(sum);
}
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Quick Search in Dynamics 365 CRM
Hi,
Does the quick search criteria works only for default view ? Looks like it doesn't work/applicable for other custom views . Could you please let me know your thoughts. Thanks !!
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Help trying to reassign record ownership
Hi,
I exported some contact data using advanced find. I have the Owner field in the export and my intention is to change the record owners. The reason I have done the export using advanced find is because I have asked the users to look through the Excel spreadsheet and mark the records that should be reassigned which they have done, so in total there are 1000 contact records on the spreadsheet and 250 of them need to be reassigned to a new owner.
I entered i.e. manually typed the new owners name into the Owners column on the spreadsheet (this is the column exported from advanced find, I also entered the new owners name exactly as it appears in MS Dynamics so it can be recognised without issue when I do the reimport)
I removed all records from the sheet where the owner did not need to change, so my sheet only has records where the owner needs to change, I have removed all columns from the spreadsheet with the exception of columns A-C which have the GUID information and also the Owner field remains).
I have tried to import the records by going to Settings/Data Management/Imports and browsed to my spreadsheet which I have saved in csv format. I have mapped the owner field and used ‘ignore’ for any of the other fields. When I run the import it fails with the following message ‘An unexpected error occurred from ISV code (ErrorTypee = Client Error)
Can anyone provide assistance?
Thanks
Spaz
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CRM 4.0 - Unable to schedule Reports
Hi,
I am new to the reports feature of CRM. I was able to create new reports using the wizard. But while trying to schedule any report from the available list, I am getting the below error:
"Only sql server reporting services reports can be filtered or scheduled"
Any idea why?
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