For me and our other developers who write CRM Plugins and Work Flows I was wondering if anyone has suggestions or a template they could share showing how they document and plan plugins and work flows being written. I'm building something now for this so we're all coding using the same specifications, but I'd love to see how others do it. Plus if we can get a set method for documenting our plugins this will help with future development and troubleshooting.
Thanks.
we are running crm 2011 on premises
I'm importing managed base solution from DEV to UAT. It's failing with error. Log is below. how do I fix it? thank you
| Date/Time | ItemType | Id | Name | Localized Name | Original Name | Description | Status | ErrorCode | ErrorText |
| 09:20:40.32 | Workflow | {8b05b337-6085-4e58-acab-67381724e563} | Contact Outlook Field Synchronization | Contact Outlook Field Synchronization | Failure | 0x8004500B | The workflow cannot be published or unpublished by someone who is not its owner. |
Hi All,
Could someone tell me how to create a custom button on a view that once clicked, will assign the user (systemuser) to a lookup field on form of the record that the view represented?
The idea is that a user will click the "pick" button
and that will assign this particular case to the user that picked it by automatically assign the user lookup field of that record.
I don't need you to write the code by yourself, if you know a tutorial of some kind that could help me understand how to write this type of stuff I would be thankful. (Tho I won't be mad if you basically write all the code and post it for me)
Thank you.
Hello everyone!
We have the following business requirement, wondering what the best solution would be for this;
We have a date field on a record, along with several subgrids containing related records. When the date field is changed, we would like the results of the sub-grids to display results for that specific date.
Version: On-Prem 8.2
I have a situation in Dynamics Portal where I want to be able to select multiple records in an entity list and execute a workflow against each one (bulk execute), which would need to be executed by a click.
Is there a way to do this in the current configuration? I have looked through and don't think there is.
Any ideas would be greatly appreciated!
Thanks
We have a custom entity that has a few dozen fields. When we open a bulk edit window for a Results list in Advanced Find, we are checking a single checkbox (to mark the record as completed). However, saving that one edit clears out several other - but not all! - of the fields in this custom entity.
It seems it is reading the bulk edit form to say "if the field is blank in the Bulk Edit form, clear that field on all records being edited."
Why is this happening? I am probably replacing this step with a Biz Process, but the behavior is unexpected and troubling so I want to know what is going on.
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
We have a custom web page which retrieves dynamics crm (on-premise) data Via Web Services (XRMServices/2011/Organization.svc). Its working well except for the sporadic "Could not load type 'System.Web.Razor.Parser.MarkupParser" error we receive every so often. It takes a few minutes, and then works again. I dont see any significant spikes in resource usage during the time it errors. I should point out that Dynamics and SQL are on the same box, but again, i dont see any evidence of exhaustion while erroring. The issue resolves by itsself. Are there perhaps locks which prevents this process from completing the web services request?
How can i zero-in on this?
we are trying to get the perfect naming convention for dynamic 365 to configure in Service Now ticketing Tool.
Please can you provide definition and examples for my below question:
what we need to call Dynamic 365. it is a platform ? it is a application ?
What will be the "System/ Core-app" ?
what will be the Suite in Dynamics 365?
what will be the application ?
What is Module ?
What is Entity ?
what is office 365?
Hope someone in the community helps us !! Thanks in Advance
Hi,
I have a strange issue. I'm trying to update quote with some calculations after adding a product. I have a plugin that updates some number and a javascript that updates others. I can combine them and add them in my plugin.
No matter what I do, I can't force a refresh of the quote after adding the product. Is there a trick out there? I tried js and workflows and nothing works.
The crazy part about it is that this used to work a couple of days ago, but I think it was just timing.
Hello,
I have a scenario to install Dynamics 365 9.0 CE instance as multi-server deployment. 2- front end servers, 2 -backend servers, 2- SSRS servers and SQL with Availability. I have planned to deploy all servers at Azure IaaS. I have a question here.
Based on Azure Microsoft documentation, virtual machine scale set can automatically increase or decrease the number of VM instances that run the application.
Ref URL: https://docs.microsoft.com/en-us/azure/virtual-machine-scale-sets/virtual-machine-scale-sets-autoscale-overview
Venkatta
Hello Experts,
Hope you all are doing well.
Here looking for a best solution to address one business need. Business want to send SMSs to customer's to participate in the Poll.
In CRM we have a custom entity to control SMS content, URL and reminder and an external database to manage the transactions.
From CRM side I need to process all records and update the SMS content and Shorten the URL and update the same to an external database. To shorten the url using 3rd party api.
My ask is how to design the solution which can process millions of records without any issue, currently thinking to develop a console app to handle all this requirement.
How to avoid performance issue, If I put this much population in a foreach loop/parallel foreach loop to process the records and perform update on CRM entity record, calling 3rd party api to get shorten url in response & updating in CRM entity and updating external database.
Appreciate your help to design a best solution.
Thanks.
I need c# code that sales order detail from sales order dynamics crm
Dear Friends
Please guide me how I will fetch the only (Label and Value) of Global Option Set using WEB API V9. Currently I using the following but it shows whole metadata, But I want only Label and Value.
Hi,
I created an html button, I do simple calculations and want to save and refresh the form so the user does not have to?
I've tried.
formContext.data.entity.save("save");
and
Xrm.Page.data.entity.save();
and
//setTieout(function () {
//Xrm.Page.data.save().then(closeemailform, errorCallback);
//}, 6000);
I even tried this as it was the only thing that worked on a CRM form, but not in the html form.
Xrm.Page.data.refresh(true);
Any ideas?
Cannot Delete the record which is existing inside dynamics
In result I'm able to fetch the record but still it throws record doesn't exisits
var fetchXml1 = @"<fetch mapping='logical'> <entity name='bookableresourcebooking'> <attribute name='bookableresourcebookingid' /> <attribute name='name' alias='bookableresourcebookingname'/> <filter type='and'> <condition attribute='bookableresourcebookingid' operator='eq' value='" + bookableResourceBooking + @"' /> </filter> </entity> </fetch>"; EntityCollection result2 = organizationProxy.RetrieveMultiple(new FetchExpression(fetchXml1)); DeleteRequest deleteRequest = new DeleteRequest { Target = new EntityReference(er.LogicalName, er.Id) }; var response2 = (UpsertResponse)organizationProxy.Execute(deleteRequest);
dear all
how i can view the Background/Realtime processes for opportunity , unlike the other entities (like CASE), there is no direct link from the upper ribbon to view these two processes.
also searching for this in the SystemJobs is very difficult.
please help.
thanks,
Hello,
I have to expose some data from my CRM using the CRM Web API. So i read somewhere that i need to have a Azure account to use this web API. Is that true ? I'm not sure if i correctly understood that.
If yes, do you have some docs or something like that to help me to create this account and get client ID i can use in my project.
Thanks to read me, Peace.
Dear all
i have created a new security role to allow certain users/teams to only login to the system and resolve certain types(subjects) of cases.
the problem is that i have two CASE forms, one is the default (for most of the subjects), and one CASE form is for a certain subject (let us say SubjectXYZ), i also have a JS on form loading that checks the subject of the case and switches the form accordingly.
now the problem is : the cases with SubjectXYZ are opened on the default CASE form which is wrong, it happens because for some reason the OnLoad JS code does not run to switch to the right form.
can you please help me how to adjust the security role to allow executing this JS file in order to make the CASE form switches depending on the case subject?
thanks,
Staff, good morning,
Can I test my Dynamics account for more than 30 days? OR do I get a licensee for a single license at a lower price?
Thank you