Hi,
I have some questions related to fiscal year settings.
1) If I change fiscal year settings in CRM, what will be the effects of this change in CRM?
2) Will this change affects any data in CRM?
Regards,
Hardik Chauhan
↧
Fiscal year settings in Dynamics 365 and it's change effects
↧
Notes entity privileges
Hi All,
We have a requirement were in we have two users of same Business unit with different security roles.
Security Role Business Unit User
Manager Alya Manager
Associate Alya Associate
What ever the record(Case) that manager creates we are sharing it to Associate to give his comments.
But we dont want the associate to look into Notes(Created by Manager) that are attached to the case.(Problem here)
Tried giving user level access to Notes entity for associate role but no help.
Whatever the associate enters manager has ability to look into it.(We are giving full permissions to Manager on Notes entity. There is no problem with this)
↧
↧
Is there a way to generate class from crm web api ?
Hello,
I have to use the CRM Web API. I have already managed to connect to my crm web api and retrieve some datas. But i get json data (captain obvious). So should i manually convert json to class using a json converter (like http://json2csharp.com/)? Or is there a way to generate this automatically ? Or is there any (un)official library that have already done this ?
To be more clear i want to use like this : www.odata.org/.../understand-odata-in-6-steps
Thanks to read me !
↧
Sending E-Mails from C# via OrgService
Hi community,
I'm having issues with sending e-mails from within my plugin, I'm consistently getting an error stating that 'partyobjecttypecode' is NULL:
// incident is the Entity that was changed [LogicalName = incident]
// service is the IOrganizationService
// kuc_primarycontactid is a mandatory Reference to the Entity contact.
Entity email = new Entity("email"); // create new mail email["subject"] = strSubject; email["description"] = strBody; EntityCollection to = new EntityCollection(); EntityReference contact = incident.GetAttributeValue<EntityReference>("kuc_primarycontactid"); // contact Entity party = new Entity("activityparty"); party["partyid"] = contact; to.Entities.Add(party); email["to"] = to; service.Create(email);
--> <Message>Attribute 'partyobjecttypecode' cannot be NULL</Message>
How do I get rid of this error?
↧
Inserting the data using Odata Call in CRM Portals/Adxstudio
Hello Experts,
I am able to retrieve the records in MS Portal using _odata service. That's work fine.
But I am not able to save data or insert the record in entity using _data javascript.
Can you share with me the _odata code for inserting the record using javascript from Portal to Dynamics CRM entity.
Thanks In Advance
Shriknat
↧
↧
marketting list creating error
Hi,
I work on dynamics crm 8.2 on premisse. The contact entity has over 10M records.
When i try to create a marketting list over 200K based contact , the browser are freezing.
How can i monitor the process?
↧
Programmatically create folders and upload files in SharePoint Server through Plug-in/Workflow in ms dynamics 365 v9.0
Programmatically create folders and upload files in SharePoint Server through Plug-in/Workflow in ms crm dynamics365 v9.0
↧
How add SharePoint calender to CRM dashboard view
Hi,
I have a calender on SharePoint!How add SharePoint calender to CRM dashboard view?
↧
Import solution question...
Hello,
Just wondering, if I import a solution, but do no click Publish at the end of the import process, do the changes get put in behind the scenes, but not visible until I publish them?
Thank you.
↧
↧
no such problem with the old RibbonWorkbench
I got the missing dependencies error while importing a managed solution that a colleague created, 4 SiteMap Entities from the managed solution SiteMapCustomization (9.1). I'm (as usual) surprised. I shouldn't have to have the Site Map tool present in the target in order to import custom site maps!
Is this a case where someone is improperly using the SiteMapCustomization tool?
thanks again for your consideration...
↧
CRM 2016: User doing imports permissions
My question is this. Is there an exact list of the exact permissions needed to install/import into CRM2016?
I've got CRM2016. I have been able to create an organization., delete the organization and now I want to reimport it back. I keep getting a permissions error as follows:
Error| Import Organization (Name=Seattle, Id=5ee802e9-801f-e211-88a2-005056a50b41) failed with Exception:
Microsoft.Crm.CrmException: An error occurred when populating Microsoft CRM user groups. Ensure that CRM user accounts are accessible from the current domain and run the wizard again. View the log file for more information.
at Microsoft.Crm.Tools.Admin.DBImportHelper.MapUsers(Guid organizationId, ICollection`1 users, String reportingGroupName, Boolean usersAlreadyInConfigDB, ExecutionContext context)
at Microsoft.Crm.Tools.Admin.ImportOrganizationInstaller.UpdateOrganizationInfo(Guid organizationId, OrganizationGroupsInfo organizationInfo, String organizationFriendlyName, String organizationUniqueName, Uri reportServerUrl, Int32 PercentUpdateOrganization, ICollection`1 users)
at Microsoft.Crm.Tools.Admin.ImportOrganizationInstaller.Import(Guid organizationId, String organizationUniqueName, String organizationFriendlyName, String sqlServerName, String databaseName, Uri reportServerUrl, ICollection`1 users, MultipleTenancy multipleTenancy)
↧
Run a Workflow once a week
Hi,
I have created a Workflow which is firstly looking for a Case that has status equals resolved, and then a next step that sends out an Email.
Which best possible way is it to achieve that the Workflow runs each Monday at a specific time?
Thanks in advance!
↧
Use linq or fetchxml query with dynamic entity list
I'm building a .net console application to query certain crm records (8.2 on-prem) and save the field values to an xml file. For example I want to query a contact and get values from 20 fields. I'm using entity framework 6 and I created a db and table where one of the columns has the 20 fields names that I want to use in my query e.g. firstname, lastname, email, etc.. How can I use the list of fields that I get from my ef context/dbset in a linq query?
var context = new DBContext();
foreach (var field in context.DBSet)
{
Console.WriteLine(field.CrmField);
}
In code above, field.CrmField are all the field names that I'm trying to use in my linq query below:
var linq_query = from c in orgSvcContext.CreateQuery("contact")
where (String)c["trigger_field"] == "100000001"
select new
{
//Instead of hardcoding these values, I'd like to use the list from ef above
contact_id = c["contactid"],
first_name = c["firstname"],
last_name = c["lastname"]
};
foreach (var record in linq_query)
{
Console.WriteLine($"Linq: {record.first_name} {record.last_name} - contactid:{record.contact_id}");
}↧
↧
Custom Plugins solution
Do we have any solution to import with all reusable custom plugin?
↧
Not able to get the Form detailed View on Custom Portal
Hi all,
I have created the Entity list showing all Leads in Portals. Now i want when i click on any lead it will open the detail view form. for that i have created a Entity Form with Read only mode named "Lead Detail Form" so that when i click on any lead in Entity List it will open the detailed view. but in my case it is not showing the detailed view.
Now when i click on any record, it shows the Empty, how ever Id comes in URL as highlighted
I have also selected the Web Page(in which Lead Detail form is Linked) in the Entity List and i have also removed the cached and checked it.
Any one who has any idea,
Thanks in Advance,
Ishan Sharma
↧
Azure hosted service Consume in Dynamics crm 365 online using Javascript?
Need to consume Azure API in JavaScript,While consume service using client id and secret key need to generate the authentication token, generated token need to send along with service Call.Same functionality i have achieved in Plugin. But for javascript i did not find any reference.Kindly help me on this.
↧
Filtering Lookup field
Hello,
I am trying to list the associated cities to a state. Is there a way I can do this without using Javascript? Both State and city are lookup fields
↧
↧
How to tell what Java Scripts are not being used?
Hello,
We have a lot of JavaScripts, and I am wondering if there is a way to find Scripts that are not tied to anything in CRM, so that I can remove them? I thought there was maybe a plugin in the XrmToolBox, but not sure which one it would be.
Thank you.
↧
Error occured with unsubscribe link in Marketing Portal.
Hi all,
I've decided to create a new marketing email entity in Marketing portal (for further creation of different Customer Journeys) via exporting HTML source from MailChimp.
It worked perfectly in every way, except updating link for unsubscribing. I know that Dynamics is using a special URL for it, which should look like that: "{{msdyncrm_contentsettings.msdyncrm_subscriptioncenter}}", and that's exactly what I copied in my unsubscribe part of the email. But, right after I clicked on this link I got to the "error page" (screenshot: http://prntscr.com/n3lygb).
You can also test this via my unsubscribe link: https://fcefe8d28f544ac8a64881d17ffcb5c6.svc.dynamics.com/t/t/5qOz5UqeLpbeAMyT2wCpJlxA5fJ7xy4016KhUQux2ekx/i1hWFarOg9zI0Gn8USg7f0JNfJlazlAIre1nUDJoYSAx
Have anyone encountered this issue? How can I with this?
Thanks in advance,
Vlad
↧
Update a field based on another field in CRM 365
Hi guys,
I am new to CRM and I want to update a field based on another field in the same entity but I am unable to do that.
Please advise on this.
Any help on this would be appreciated.
Regards,
Bharath
↧