Hi,
I have performed few ribbon changes in my Dev machine using the Ribbon Workbench tool. If I have to move it to the higher environments, exporting and importing the entity inside a solution will work? Or will I have to redo all the changes using workbench tool in the other environment?
We currently send out email with an attached PDF invoice to customers when an invoice is created in our system. Our customers want the ability to specify a second email address that should receive this email as well. We do not want to have a contact created for this to happen. Is there any way for a CRM workflow to use an email address in the TO or CC that is not an actual record in the system? Note: Our system is set to send unresolved email addresses and the invoice entity option to create an email is greyed out and we can not select it.
When a new user logs in they see this message box appear from Microsoft.
I essentially want to create my own.
Or better yet I would like it to display important messages from a feed that the logged in user has not seen yet.
Is this possible?
What is this box actually called?
What component in CRM controls it?
Is it possible to dev my own and display messages from an RSS feed?
Hello,
I'm supposed to create a JS-Ribbon-Button that deletes a ton of records. Since there is no Xrm.WebApi.deleteMultiple() method, I tried doing it with executeMultiple.
Request object code is:
deleteRequest = function (entityName, recordId) {
this.EntityName = entityName;
this.RecordId = { "guid": recordId };
this.getMetadata = function() {
return {
boundParameter: undefined,
operationName: 'Delete',
operationType: 2,
parameterTypes: {
'EntityName': {
'typeName': "Edm.String",
'structuralProperty': 1
},
'RecordId': {
'typeName': "Edm.Guid",
'structuralProperty': 1
}
}
}
}
}
For testing purposes I was using static values and creating an array of request objects from that:
async function deleteMultipleRecords() {
try {
let reqObj1 = new deleteRequest('invoice', '4842dec3-84c9-e911-a839-000d3ab18d29')
let reqObj2 = new deleteRequest('invoice', 'c552f5c3-84c9-e911-a833-000d3ab182a9')
let reqObjArr = [reqObj1, reqObj2]
res = await Xrm.WebApi.online.executeMultiple(reqObjArr)
console.log(res)
} catch (error) {
console.log(`${error.name}: ${error.message}`)
}
}
}
I am getting a not very helpful error in console:
An error has occured. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.
My request object must be wrong, but I don't see how? Anyone know where I made a mistake? I would really appreciate the help.
I'm trying to update the ownerid via HTTP request
accountToUpdate.Add("ownerid@odata.bind", "/systemusers(" + ReizigerGuid + ")");
HttpRequestMessage updateRequest = new HttpRequestMessage(new HttpMethod("PATCH"), crmApiUrl + "accounts(" + AccountId + ")");
updateRequest.Content = new StringContent(accountToUpdate.ToString(), Encoding.UTF8, "application/json");
But i'm getting an forbidden error. Can someone explain what could be wrong of why this isn't working?
all other request do work.
Hi!
I don't know if this problem is common but i can't stand that there's no resolution for that..
User wants to have CRM at the start of outlook but it's not working?
Why?
To start CRM he has 2 entries (two CRM entries, like 2 other addins)
but only one of them (the top one) loads the CRM ribbon. (when manually turned on)
The problem is that in the registry you can't find the link with the proper entry.
As you can see on the picture below, the "wrong" one is loading properly on start but it doesn't start the ribbon.
DUH, even when i'm disabling it the second option still works without the first one.
I tried re-installing outlook, new profiles, clean CRM installations, resiliency keys, trust me, everything..
-this -> https://community.dynamics.com/crm/b/dynamicscrmsupportblog/posts/crm-for-outlook-client-add-in-disabled#.UgI1AHO6a70
-this which is reasonable but with NO FIX at all -> https://community.dynamics.com/crm/b/dynamicscrmsupportblog/posts/why-two-crm-addins-within-outlook
i even tried to reconstruct the missing link in registry. still no luck...
Can you finally please find a good resolution for this or explain how does it work and what i have to do to link the second option with the automatic start registry?
Regards
Karol
When a new lead is being created we want to be able to select an existing account that would have been created from a previous lead when that lead was qualified. When selecting this previous account all the fields that had a value filled in per the selected previous account will auto fill the fields in the new lead.
How would we go about doing this.
Hi All,
I have a 1: N relationship between entity A and entity B. Have a lookup field of entity A on Entity B.
I want to auto-populate the fields of entity A on entity B form after a value is selected within the lookup field(Entity A).
How could I do the same?
Please suggest!
Hello!
I have a custom entity with a 1:N relationship with Case. On its main form I have embedded a related cases sub-grid and I am able to add cases to this sub-grid but not able to remove them, only delete. How can I disassociate the two records?
Hello, community,
is there a place(a Global and common repository) in which I search, find and download managed solution?
thanks in advance
Hello, I need your help.
I need to keep two fields synchronized. The main field is in the opportunity (it is a drop-down menu) and each time it is changed it must be modified in the Quote.
It is not enough for me to display it in the quote because I have to be able to use it in an export excel.
My excel export is part of product quotas so it doesn't get to extract data from the opportunity.
With the data mapping I was able to map the data when I create the quota, but then if it is changed in the opportunity it is not updated in the quote.
Can someone help me?
Thank you very much
I have an email field but now I want to create another field that will take everything after the @ in the email field....how can I do this?
Hello,
Is it possible to add an editable grid to a quick create form? If so, how? I can easily add them to my "Main" forms, but can't seem to add them in quick create forms.
Hi All,
I am facing an isse while getting the record name from the lookup filed.
Currently i am writing a query in Fetch xml builder where i need a data from related Entity.
there is two entity Employe and Customer present in the system. Customer is a lookup field under Employee Entity.
whenever i try to write the query for getting data from Employee Entity it will return Customer Guid insted of name, for query creation i have used fetch xml builder.
i know in C# its possible to get id and name from the lookup field. but i need to use this query on another Third party tool.
Can some one help me on this.
Regards,
Jyotsna
I have Date/Time fields on the Bookable Resource Booking entity where the minute increment is set to 5 minutes. I need this to be in 1 minute increments. I've tried to set the MinuteIncrement in Edit Styles, but nothing happens. Any help is appreciated.
I'm trying to set the lead owner to always match another field (territory owner), once that field contains data. Only, when I try to do this through a workflow, the workflow editor doesn't seem to acknowledge that Owner is a field.
Meanwhile, if I try to do this through a business rule, I find that owner is a field, but options to change it are limited to six choices, none of them territory. Am I missing anything?
Hello, we typically send items to a queue for a supervisor to approve. Once the supervisor approves, they will route them to another "approved" queue. A team member takes action on the approved items, then removes them from that queue.
We need to log which items the supervisors approve. Everything works fine, until the team member removes the item from the final queue - then all history of which item the supervisor approved and routed is lost. I have attached a picture.
Is there any way to fix this issue without significantly altering the way we are currently doing thins?
We do not want to solve this problems using security roles and privileges for reasons beyond this post. Basically, we have custom look up field on a form to a user, and we need an alert box to pop up anytime a user that isn't the one in the lookup field opens the record. A simple javascript alert box would be fine. However, it would be great if we could have a custom alert box that said, "You are not authorized to view this record." And then had a "Continue" button to close the alert box and view the record, or a "Close" button that closed both the alert box and record.
Basically we are checking if the current user == custom_lookUp field vale. Can we javaScript to do this? Any easy out of the box ways?
Hello,
I'm creating email template which is named 'A' and I have a workflow from where i'm calling that email template by adding step Send email- Use Template - Custom entity(admissions application) - select created Email template 'A'.
My question is from where i can able to see recipient .
Workflow set up is like Available to Run :√ Run this workflow in the background , Scope : Organization
Start when : Record field change
So i got this process in waiting mode with this message 'Email must have at least one recipient before it can be sent'.
If anybody can help me to solve this problem then i'll really appreciate it.
Thank you so much ,
does anyone know hot to display login user hierarchy in the home page in supported or unsupported way. I'm using CRM online so not sure even if it is possible
Thanks