Hi Everyone,
I've encountered a problem with dashboard system default setting. It was suddenly changed to campaign dashboard to all users and it already happened twice.
It somehow happened weekly since I always received the complaint in Monday. The default dashboard is supposed to be sales dashboard and I already set it as default in the customization the week before, after the problem happened the first time.
What is the cause of this problem and how can I fix it? Thanks
Hi All,
I have created a custom drop down control which loads suburb values and for a particular state there are more than 3000 suburbs which takes 2 minutes to load into the dropdown. The issue is when i open in IE it is even more longer to load. Is there any way i can improve my performance. Below is my script
$.getJSON('/js/Custom/ContactDetails/Data/data.SuburbPostCode.js', function (data) {
$.each(data, function (key, val) {
if (val === tempval) {
var string = key.split('|');
var id = string[0];
var text = string[1];
$('#tqi_postcodeid').append($("<option></option>")
.attr("value", id)
.text(text));
}
SetValue("#tqi_postcodeid", "");
});
BlockPage("0");
}).done(function (script, textStatus) {
console.log("/js/Custom/ContactDetails/Data/data.SuburbPostCode.js executed successfully !!");
})
.fail(function (jqxhr, settings, exception) {
console.log(exception);
});
Hi guys,
I am using the presearch and addfilter function in a combination. Everything seems to work fine when I use a hardcoded filter like below:
Hello Experts
I have a requirement, where i have to insert 2 tables through report wizard in on premise version of ms crm
Kindly help
We've suddenly noticed that whenever there is a note added to a Timeline on one of our entities, it says "An unexpected error occurred" and nothing else. It shows tracked emails and phone calls, just not notes. How can I fix this bug? Any help would be greatly appreciated!
Hello Guys,
Last Successful Login is not refreshed properly - I successfully logined with my user today but the date remains as one in the past e.g. 03.08.2019. Is this functionality deprecated or only not working? Have you had such experience? What would be the workaround to have this information available on Contact in the CRM?
Best,
Miha
Goodday
We use Dynamics 365 CRM/ Sales globally. Our data center is in Europe (crm4) so we know that the latency for people in South America, North America and the whole of Asia will be not as good as here in Europe but so far that has been fine.
We are struggling with connectivity in Asia, in china especially and I am wondering how other companies cope with it.
sometimes connectivity is just a bit slow, sometimes it goes up and down, and in the worst cases people are sometimes not able to login to CRM (but also not able to use skype / teams properly etc.
I know that it is possible to have a CRM app on a phone or tablet which is able to work offline, would something like that be an idea to bridge this problem?
So I'm just really looking for ideas how to get people in China to Work in CRM without losing connectivity
Hi Experts,
I am trying to set the default view for the subgrid, but it is not setting, Please let me know how can we change.
Thanks
Srikanth Singapuram
How to Share my dashboard to other users. I have tried sharing with Share Dashboard, but it not shared.
Hi, title is pretty self explanatory, I'm looking to use JS to hide the "ProcessStageControl-Next Stage" Button using javascript, I assume I need to utilise the formContext however I'm unsure of the exact command, any help is much appreciated!
<fetch distinct='false' mapping='logical' output-format='xml-platform' version='1.0'>
<entity name='aes_subproject'>
<attribute name='aes_subprojectid'/>
<attribute name='aes_name'/>
<attribute name='createdon'/>
<attribute name='aes_subnumber_subproject'/>
<order descending='false' attribute='aes_name'/>
<filter type='and'>
<condition attribute='aes_subnumber_subproject' operator='not-null'/>
</filter>
<link-entity name='opportunity' alias='ad' link-type='inner' to='aes_opportunyid' from='opportunityid'>
<filter type='and'>
<condition attribute='opportunityid' operator='eq' value='" + objTarget.Id + @"' uitype='opportunity' uiname=''/>
</filter >
</link-entity>
</entity >
</fetch >
Hi,
we have Office 365 and Dynamics 365 CRM online.
Trying to open from Excel an hyperlink of CRM record, the user is redirected to the default page of CRM instead of the specific record.
Is there a way to fix this behaviour?
Thanks in advance.
Alessia
Firstly, there is NO user interface for configuring Session Timeout at Settings > Administration > System Settings > General Tab.
The problem is that users are prompted to re-authenticate approximately every 30 minutes. I have detailed the environment below. Any help would be greatly appreciated.
Steps to Reproduce:
Open a browser (chrome or ie11) > navigate to mycrm.yadadada..com/.../main.aspx
Minimize the browser or continue working
Wait ~30 minutes
Maximize the browser
You will be prompted with this dialog: "Your Microsoft Dynamics 365 session is about to expire. To continue working, please sign in again." with a SignIn button and a Cancel button
If user clicks Sign In, browser navigates to mycrm.yadadada.com/.../dlg_reauthenticate_success.aspx
If user clicks Cancel, browser navigates to ourSTSServer.yadadada.com/.../
Environment: New Dynamics 365 version 9 single server environment, then applied service packs to 9.0.8.9. Server is configured for Claims-Based Authentication. The server was mistakenly configured for IFD, which was subsequently removed/disabled. Our environment uses a Security Token Server.
IIS 10 - default settings configured by CRM installation except for CRMAppPool > Advanced > Process Model > Idle Time-out (minutes) (we changed from 1500 to 0).
The entries below appear in the IIS log at the time the re-authenticate dialog appears:
#Software: Microsoft Internet Information Services 10.0
#Version: 1.0
#Date: 2019-11-20 18:22:06
#Fields: date time s-ip cs-method cs-uri-stem cs-uri-query s-port cs-username c-ip cs(User-Agent) cs(Referer) sc-status sc-substatus sc-win32-status time-taken
2019-11-20 18:22:06 192.168.xxx.xxx GET /BaseOrg/_root/dlg_prompt_reauthenticate.aspx user_lcid=1033&reauth=true+REQID:fa10a728-cfb7-4cb2-8827-d17a4f742fc1 443 MYDOMAIN\MYUSER 111.111.111.111 Mozilla/4.0+(compatible;+MSIE+7.0;+Windows+NT+10.0;+WOW64;+Trident/7.0;+.NET4.0C;+.NET4.0E;+.NET+CLR+2.0.50727;+.NET+CLR+3.0.30729;+.NET+CLR+3.5.30729;+Zoom+3.6.0) - 200 0 0 31
2019-11-20 18:22:06 192.168.xxx.xxx GET / wa=wsignoutcleanup1.0+REQID:c1407585-cb09-4e84-b6b2-fba353693ee0 443 - 10.8.11.56 Mozilla/4.0+(compatible;+MSIE+7.0;+Windows+NT+10.0;+WOW64;+Trident/7.0;+.NET4.0C;+.NET4.0E;+.NET+CLR+2.0.50727;+.NET+CLR+3.0.30729;+.NET+CLR+3.5.30729;+Zoom+3.6.0) mySTSserver.yadadada.com/.../ 200 0 0 15
2019-11-20 18:22:11 192.168.xxx.xxx GET /BaseOrg/_root/dlg_reauthenticate_success.aspx +REQID:6db297f2-eefa-4b74-930f-f8d595afd960 443 - 10.8.11.56 Mozilla/4.0+(compatible;+MSIE+7.0;+Windows+NT+10.0;+WOW64;+Trident/7.0;+.NET4.0C;+.NET4.0E;+.NET+CLR+2.0.50727;+.NET+CLR+3.0.30729;+.NET+CLR+3.5.30729;+Zoom+3.6.0) - 302 0 0 0
2019-11-20 18:22:11 192.168.xxx.xxx POST /default.aspx +REQID:4b5c3b53-3b34-4c4d-993c-aa36296c95c7 443 MYDOMAIN\MYUSER 111.111.111.111 Mozilla/4.0+(compatible;+MSIE+7.0;+Windows+NT+10.0;+WOW64;+Trident/7.0;+.NET4.0C;+.NET4.0E;+.NET+CLR+2.0.50727;+.NET+CLR+3.0.30729;+.NET+CLR+3.5.30729;+Zoom+3.6.0) mySTSserver.yadadada.com/.../wia 302 0 0 15
2019-11-20 18:22:11 192.168.xxx.xxx GET /BaseOrg/_root/dlg_reauthenticate_success.aspx +REQID:0cea9751-a360-4b5a-8fb2-ac9e7a8dcf43 443 MYDOMAIN\MYUSER 111.111.111.111 Mozilla/4.0+(compatible;+MSIE+7.0;+Windows+NT+10.0;+WOW64;+Trident/7.0;+.NET4.0C;+.NET4.0E;+.NET+CLR+2.0.50727;+.NET+CLR+3.0.30729;+.NET+CLR+3.5.30729;+Zoom+3.6.0) mySTSserver.yadadada.com/.../wia 200 0 0 31 2019
These are the relevant settings from MSCRM and BaseOrg databases:
MSCRM_CONFIG.AllowCustomInactivityDuration = 0 and AllowCustomSessionDuration = 0
MSCRM_BaseOrg
SessionTimeoutEnabled = 0,
SessionTimeoutInMins = null,
SessionTimeoutReminderInMins = null,
InactivityTimeoutEnabled=0,
InactivityTimeoutInMins=null,
InactivityTimeoutReminderInMins=null
Hi All,
I previously had admin rights, these were changed for an unknown reason, I have since spoken to the administrator who I have seen grant me admin rights however i still get this error which would suggest i do not have admin rights.
How can i have these rights restored to allow me to manage users, verify server side sync etc
Many thanks,
Roberto
Certain users in my company are reporting that the "Email A Link" button on the Opportunity entity does not work. However, it does work for other users. Any idea how I can fix this? Could it be a security role issue?
Thanks!
Hello,
I have created a Yes/No field called "Renewal". The default value of this field is "No". If a record's "Opportunity Name" field (This is a text field) contains "Renewal", then I want to update the "Renewal" Yes/No field to "Yes". There are about 2000 records that will need to be set to Yes. I'm wondering what is the best practice for doing this mass update? I know I can create an on-demand workflow and update 50 records at a time by selecting the 50 records shown in a view, but I'm wondering if there is an easier way to do this mass update.
Thanks!
Hi,
When i try to add a new connection to one of the Production Environment in XRM Tool Box, i get the following error, but when I change the instance from Production to Sandbox and try to connect, i can connect to the environment. Has anybody experienced the same issue? Any idea why this happens?
In the error log, i see that XRM tool box is trying to look for Sandbox environment URL instead of Production, though i am entering Production environment URL.
Hi, Any help on this would be appreciated, thanks!
Question: I am using XRMToolbox and its tool "Bulk Data Updater" with Microsoft Dynamics CRM. I need to update a boolean value of multiple accounts after searching for them by account number. I believe it requires some type of JOIN.
Help: I believe I have constructed the proper query, but when I try to Bulk Update (see picture below), the attribute of the boolean value I need is not listed in the dropdown menu.
Query (): When I run this query, I get the results needed > I get the specific user_id values I need, and I get their status "approved" > which is the boolean value I need to change, but I can not edit these values because "approved" attribute is not listed in the dropdown meni
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >
<entity name="contact" >
<attribute name="user_id" />
<link-entity name="application" from="applicant" to="contactid" >
<attribute name="approved" />
<link-entity name="contact" from="contactid" to="applicant" >
<filter type="or" >
<condition attribute="user_id" operator="eq" value="0000021" />
<condition attribute="user_id" operator="eq" value="0000055" />
</filter>
</link-entity>
</link-entity>
</entity>
</fetch>
Hi All
Have been exploring the Org Chart feature in the new UI. We have a Head Office Account with a number of Child Accounts.
Is it possible to add contacts from the Child Account to contacts of the Parent Account in the Org Chart to replicate the reporting structure. The search feature will only display contacts that are either within the Parent Account or not associated to any account at all.
The example would be:
ABC INC (Parent) John Doe and Sue Smith belong to ABC Company
ABC Southern (Child of ABC INC) Bob Brown and Bill Green belong to ABC Southern
ABC Northern (Child of ABC INC) Fred Jones and Ben Black belong to ABC Northern
However, Bob Brown and Fred Jones report to John Doe. Bill Green and Ben Black report to Sue Smith.
Is it possible and if so how would I go about directly replicating this Org structure in Dynamics.
Regards
Trevor
Hi Team,
User has got system admin role provided but when he try to get into Customizations of an entity, has got only read access. May I know how the user can get read write access for the specific form in an entity.
Regards