Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all 79901 articles
Browse latest View live

Solutions not aligned beteween development and production environment

$
0
0

Hi,

I have a problem of misalignment of solutions between development and production environment.

I added a custom mapping in the standard relation Lead - Account in the development environment.

After publishing all customizations, exporting and importing the solution (Managed) in the production environment, the relationship Lead - Account is not present in the solution of the production environment.

By controlling the xml file of the exported managed solution, the relationship is not present while, in the unmanaged version, it is.

Does anyone have any idea how to manage this situation?

P.S .: obviously without acting directly from customize the system in the production environment.

Thanks so much,

Valentina


Missing custom ribbon buttons in Offline mode when sitmap is managed

$
0
0

Hi,

I am using Dynamics 365 On premise 8.2.

I installed and configured Dynamics 365 for outlook successfully using the package in the following link:  go.microsoft.com/.../

After going offline and only for the contact entity, the custom ribbon buttons are missing, after showing greyed for a while. This happens only if the sitemap is managed. It means, If I import an unmanaged solution that contains the sitemap to the organization, the custom ribbon buttons are showing correctly.


Thanks in advance !

What things we need to create app or app extension and publish/submit it on AppSource (Urgent)

$
0
0

Hi Experts,

What things we need to Publish the app/app extension in AppSource?

I already go through most of the Blog, microsoft docs but not find the exact requirement?

when we update MS CRM version above 8.2 in future at that time will it be needed to update portal version also ?

$
0
0

Hello,

We are planning to develop Portal for on-Premise CRM Version 8.2. My query is when we update MS CRM version above 8.2 in future at that time will it be needed to update portal version also ?

When I add a Bundle to a quote and Quantity > 1, the Quantity is not transferred to the lines created

$
0
0

1. I've created a Bundle in D365 Sales, that contains 3 products (all of them Optional, Quantity =1).

2. Then I've created the corresponding Price List Item entries and Published the bundle.

3. I've created a Quote, clicked on Add Products and selected the Bundle and specified Quantity=2 because I want to sell 2 kits to the customer.

4. In the Quote Lines I see the line for the bundles with Quantity=2 but then all lines for the 3 products of the bundle have Quantity=1.

And therefore the final price for the Quote is the corresponding to 1 of each item, instead of the whole for 2 kits.

Is this a bug or I'm missing something?

D365 Portal Entity Form; Sub-grid item actions display as buttons rather than drop down

$
0
0

Is it possible to render the Item Actions on a sub-grid as buttons inline rather than the drop down?

Ribbon Workbench breaks form Tab CSS

$
0
0

Hi, 

So I'm trying to declutter the UI of my Dynamics Sales App by utilising the Ribbon Workbench to remove buttons, however when Publishing the changes, the Tab menu goes from being horizontally displayed to vertically displayed, like so (note I've had to white out most content, but I have kept the first letter of each heading):

Anyone suffered from this ill fate and successfully rectified the situation?

Thanks!

Registered user on the Portal create authorized user who will create incident ticket.

$
0
0

Good morning experts,

I ‘m using the customer self service portal .

I registered an external super-user .

I want to give the external super- user the abilities to create or delete authorized user.

The authorized user  have the duties to create incident ticket

I wonder what is the best approach ?

Do you have any suggestions ?

Than you!


Attach a file input field

$
0
0

I want to add Attach a file input field so I can upload some images on create a new case form. Tried to fined some filed but no success.

Select multiple records simultaneously with quick search

$
0
0

To improve our processes we have to select multiple records with quick search. In my understanding, it is only possible to quick search one record at the time. The search via advanced find is not practicable for us.  

The goal is to scan several barcodes as quick search input to get the particular orders selected (see my example).

Is there a way to handle that via quick search? Or is there alternative to select several records simultaneously excluded advanced find?

Route Case to Queue automatically by Workflow

$
0
0

Hi experts,

I currently want to create Case directly from CRM. Because of some reason from users, We have to hide Save & Route button and use “Save” button instead. So, how do I click “Save” button and the new case will route to queue automatically? I was try to create a workflow by Perform Action but don’t work. 

Hope anyone can help to solve this. Thanks

C# - Order Entities in EntityCollection by a DateTime attribute

$
0
0

Hey guys,

I am currently working on some code for a Plug-In and stumbled upon an issue.


I am retrieving records stored in an N:N relationship table with the help of the "QueryByAttribute" function. Then I store the results (GUIDs) in a DataCollection. Afterwards I retrieve each single record from that DataCollection with some columns I require in a "foreach" loop and add each single record retrieved to an "EntityCollection". Now I would like to sort the records stored in that "EntityCollection" by a DateTime attribute that was part of the ColumnSet.

So basically I got an EntityCollection that got like 10 records, each record got a "DateTime" attribute (column) by which I would like to sort that "EntityCollection".


Or should I maybe create an own class containing 1. an entity method and 2. an integer method and then use that class with "List<T>", add the results into that List instead of the EntityCollection and then sort the records by DateTime in a foreach loop storing the "Order" of the whole list in the integer part of the class? Or am I missing something really simple and obvious?

Does anyone have a quick advice or sample code for such a requirement or anything similar?

Appreciate your help, guys

Create and send appointment by workflow

$
0
0

Hi,

I am trying to setup and appointment and send it to a shared calendar by workflow. It works fine if I create one manually but not using a workflow. I am creating the appointment and then updating the status to scheduled/busy but nothing comes through. I can do it in Flow ok but want to be able to trigger this on certain field changes only. Anyone manage to get this to work?

Send Email to the Team members ms crm javascript

$
0
0

Hello Experts,

Below, is my javscript code ,email not send to the team members, from team to all Team members by using the below please suggest me.

function teamMember()
{
debugger;

//var defaultqueue = Xrm.Page.getAttribute.getValue("new_defaultqueue");
var Userlookup = Xrm.Page.getAttribute("new_defaultqueue");

if (Userlookup != null)
{
lookUpObjectValue=Userlookup.getValue();
if ((lookUpObjectValue != null))
{
var defaultqueue = lookUpObjectValue[0].id.slice(1, -1);
var sampleGuid = GetAllTeamUsers(defaultqueue);

}
}
}

function GetAllTeamUsers(defaultqueueId)
{
debugger;
var listdata = new Array();
var arrteamid = new Array();
var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>"+
"<entity name='systemuser'>"+
"<attribute name='fullname' />"+
"<attribute name='businessunitid' />"+
"<attribute name='title' />"+
"<attribute name='address1_telephone1' />"+
"<attribute name='positionid' />"+
"<attribute name='systemuserid' />"+
"<order attribute='fullname' descending='false' />"+
"<link-entity name='teammembership' from='systemuserid' to='systemuserid' visible='false' intersect='true'>"+
"<link-entity name='team' from='teamid' to='teamid' alias='ac'>"+
"<filter type='and'>"+
"<condition attribute='teamid' operator='eq' uiname='light19' uitype='team' value='"+defaultqueueId+"' />"+
"</filter>"+
"</link-entity>"+
"</link-entity>"+
"</entity>"+
"</fetch>";
var encodedFetchXml = encodeURI(fetchXml);
var queryPath = "/api/data/v9.1/systemusers?fetchXml=" + encodedFetchXml;
var requestPath = Xrm.Page.context.getClientUrl() + queryPath;
var req = new XMLHttpRequest();
req.open("GET", requestPath, true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() {
debugger;
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var returned = JSON.parse(this.responseText);
var results = returned.value;
if(results.length > 0)
{
for (var i = 0; i < results.length; i++)

{
teamid = results[i]["systemuserid"];
arrteamid.push(teamid)
//listdata = listArray(arrteamid);
}
}
if(results.length = arrteamid.length)
{
//GetIds();
CreateEmail(arrteamid,defaultqueueId);

}
}
}
};
req.send();

}


function CreateEmail(arrteamid,defaultqueueId) {
debugger;
// var fromFieldIdSystemAdmin = "53536B3D-4D71-4FC2-857C-0477750A92BE"; //todo Email from User GUID
//var toPartyUsersId = ["53536B3D-4D71-4FC2-857C-0477750A92BE"]; //todo Email To user array
var quoteId = Xrm.Page.data.entity.getId();
quoteId = quoteId.replace(/[{}]/g, "");
var customerLookUp = Xrm.Page.getAttribute("customerid");
var accountName = null;
if (customerLookUp != null)
accountName = customerLookUp.getValue()[0].name;
var webapiPath = Xrm.Page.context.getClientUrl() + "/api/data/v9.1/emails";
var email = {};
//Lookup
//email["regardingobjectid_quote@odata.bind"] = "/quotes(" + quoteId + ")"; //Regarding is quote
email["subject"] = "Quote Sent ";
email["description"] = "See attachment for the Quote that was set as Won";
var parties = [];
//ActivityParty (From)
var sender = {};
sender["partyid_systemuser@odata.bind"] = "/team(" + defaultqueueId + ")";
sender["participationtypemask"] = 1; //From
parties.push(sender);
for (i = 0; i < arrteamid.length; i++) {
var receiver = {};
receiver["partyid_systemuser@odata.bind"] = "/systemusers(" + arrteamid
[i] + ")";
receiver["participationtypemask"] = 2; //To
parties.push(receiver);
}
email["email_activity_parties"] = parties;
var service = new XMLHttpRequest();
service.open("POST", webapiPath, false);
service.setRequestHeader("Accept", "application/json");
service.setRequestHeader("Content-Type", "application/json; charset=utf-8");
service.setRequestHeader("OData-MaxVersion", "4.0");
service.setRequestHeader("OData-Version", "4.0");
service.send(JSON.stringify(email));////Getting error in this line
if (service.readyState == 4) {
if (service.status == 204) {
var uri = service.getResponseHeader("OData-EntityId");
var regExp = /\(([^)]+)\)/;
var matches = regExp.exec(uri);
var emailGblId = matches[1];
SendEmail(emailGblId);
} else {

Xrm.Utility.alertDialog(this.statusText);
}
}
}

function SendEmail(emailGblId) {
debugger;
var parameters = {};
parameters.IssueSend = true;
var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/emails(" + emailGblId + ")/Microsoft.Dynamics.CRM.SendEmail", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(parameters));
}

function successCallback() {
}
function errorCallback() {
}

Beginner Error - Problem with javascript to learn

$
0
0

I am starting in script development, I am performing some test for learning based on microsoft documentation. I am writing an opportunity script to:
- Display a message when a form is loaded
- Assign description text for when a field has its content changed
- Display a message when saved

I tried several ways to run the code, but always get an error message. Can anybody help me?

_________________________________________________________

// A namespace defined for the sample code
// As a best practice, you should always define 
// a unique namespace for your libraries
var Sdk = window.Sdk || {};
(function () {
    // Define some global variables
    var myUniqueId = "_myUniqueId"// Define an ID for the notification
    var currentUserName = Xrm.Utility.getGlobalContext().userSettings.userName// get current user name
    var message = currentUserName + ": Your JavaScript code in action!";

    // Code to run in the form OnLoad event
    this.formOnLoad = function (executionContext) {
        var formContext = executionContext();

        // display the form level notification as an INFO
        formContext.ui.setFormNotification(message"INFO"myUniqueId);

        // Wait for 5 seconds before clearing the notification
        window.setTimeout(function () { formContext.ui.clearFormNotification(myUniqueId); }, 5000);
    }

    // Code to run in the attribute OnChange event 
    this.attributeOnChange = function (executionContext) {
        var formContext = executionContext();

        // Automatically set some field values if the account name contains "Contoso"
        var Name = formContext.getAttribute("name").getValue();
        if (Name.toLowerCase().search("contoso"!= -1) {
            formContext.getAttribute("description").setValue("">https://www.contoso.com");
        }
    }

    // Code to run in the form OnSave event 
    this.formOnSave = function () {
        // Display an alert dialog
        Xrm.Navigation.openAlertDialog({ text: "Record saved." });
    }
}).call(Sdk);

Ribbon WorkBench Function Cannot Contain Brackets

$
0
0

I get an error when I try to publish this ribbon. There are no brackets in anything that I can see. I have tried the Ribbon workbench in CRM and in the XRM Tool Kit.

This is driving me nuts. I have created another solution thinking that the other elements might be the problem but no matter what I do I get the errot.

Open Modal Popup through Ribbon workbench button

Soap Endpoint Deprecation

$
0
0

Can someone confirm to me whether Soap end point are still being usable?

We are having issue when using a plugin that have break and we were refered to this situation.

Custom reports created via Reporting wizard not working

$
0
0

Whenever user creates a Report from the reporting wizard (CRM in built), the report gives blank page in running. So i downloaded the rdl file and checked, the issue i found was connection string in .rdl file was wrong. How can i change this back to what its supposed to be. Its an on premise CRM.

Power BI CRM Dynamics 365 (online) Odata Feed - Unable to authenticate

$
0
0

Hi,


I am trying to query the CRM Dynamics 365 (online) using Power BI but I am getting an error when I enter my office 365 credentials.

I use the same credentials to log into CRM and they work but not when setting up the Odata feed.


How can I resolve this?

Viewing all 79901 articles
Browse latest View live


Latest Images

<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>