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Incorrect CRM form

March 31, 2015, 8:04 am
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Hi,

For Contact entity,I have created a new custom attribute(DateTime) as "Delivery Date"

I want to make contact inactive if "Delivery Date" is in future.

Now I wrote a synchronous workflow which checks the "Delivery Date" and make contact record as inactive.

But the problem is If I create a new contact having future "Delivery Date" and click save,contact has been created and it is inactive but now the form type is 2(UPDATE) and Read only/Inactive which leads to incorrect behaviour for my onload scripts.But if I refresh form,the form type is 2.From end user point of view he cannot refresh page everytime.

Is there any way to fix this bug?

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msd connector NAV To CRM: can we sync all nav-sales prices to crm-productpricelevel?

March 31, 2015, 10:15 am
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Hi,

how can we sync all nav-artikel (with all child elements like sales prices etc.) to crm-product (to the right entities like productpricelevel and pricelevel).
Can this be done by standard connector-Map and how, and if not, can this be done by custom programming.

I dont know if we did it the right way, but in nav (and in brackets the crm equivalent entity) we have the following structure:

Item (product) *1

customer price groups (pricelevel)

sales prices (productprivelevel)

*1
the item field "unit price" is not filled. This was done in customer price groups, cause, there can be more than one price, f.e. former retail price, retail price and competitive price.

the problem is, the crm-productpricelevels (former retail price, retail pricem, competitive price) gets not filled with the nav-sales prices.

How can this be done, or does someone have done a similar thing other, than we did.

many many thx, greets
PiB

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CRM in Mobile & Tab

March 30, 2015, 10:52 pm
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After Installing CRM Mobile App in my IPhone will it look similar as it looks in PC & Lap.

I have seen it. It's look is different as of in PC's. Not only that we are able to see only few entities.

At first i won't use to get Orders,Invoices,Invoice Product,Order Product,Products,Ctrcts,Ctrct Line. But after Performing Customization & selecting the CRM in Mobile Phone Option in those entities am able to See these all as well. but not able to see the price associated with the Product in Orders & Invoices.

Am i missing any thing else.? Or with this app we get only few entities but not all???????

 

Thanks in Advance.

 

 

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msd connector NAV To CRM: how to exclude a sales order line in map NAV Sales Order to Order (sync the main-instance but not all childs-instances)?

March 31, 2015, 10:19 am
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Hi all,

where / how can i integrate a filter to not sync some of the sales order lines in the map "NAV Sales Order to Order"?

I know how to not filter a whole order,

but dont know how to sync the order, and only some of the sales order lines.

The Problem is:
We have integrated some lines that have no NAV article No.
So if i try to sync these to CRM, but CRM has no product against, this will not work.

I am open for any hints.

thx.
Greets PiB

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msd connector NAV to CRM: changed mapping. how to get the original standardmapping?

March 31, 2015, 10:14 am
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Hi,

maybe i am confused a bit, but i cant find all the standard mappings.

any hints for me?

THX, Greets PiB

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CRM 2013. Email notificaion

March 31, 2015, 3:02 am
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Hi all
I have an entity with an "end date" attribute. I need to CRM send an email notification to a user before 10 days of the "end date". How can i achieve it with a bussiness process?

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Loop through Active records - Plugin

March 31, 2015, 2:25 am
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Hello,

I need advice/guidance on how to develop a Plugin that loops through all Active records for an Entity and updates the records ?

Scenario

- Plugin run by user - (command button) or any way it can be triggered.
- Plugin loops through all Active records for the Entity.
- Checks for required condition and updates records if condition is met.

Any references to help me start would be appreciated. My main concern is how to loop through all Active records for the Entity?


Many Thanks

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CRM 2013 Multiple Line text fields auto-expand Issue

March 24, 2014, 12:18 pm
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In CRM 2013, I have placed a multiple line text field on a form. I have set it to display 4 lines. If I type 20 lines in the field, when I tab out of the field, it will expand the display box to all 20 lines, pushing all fields below it down. In CRM 2011 it used to stay the same size but display a vertical scroll bar. Does anyone know how to keep the display box from expanding.

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Email to Case Creation and Follow-up Emails

March 31, 2015, 11:00 am
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Once a Case is created via a specific Email...Subject is set and email goes to client stating to add Case Number to Subject when following up on this Case.

1. If client responds to the response, it is attached to original Case.

2. If client creates new email with Case # in Title from Original Case, a New Case is being created.

How do I make #2 attach to Original Case instead of creating New Case? I thought Smart Matching might help?

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Why a user that I created can't log into CRM?

March 31, 2015, 10:43 am
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I'm just starting to use the CRM Microsoft Dynamics and I created a user. He received his credentials but he can't access I don't know why.

I assigned the roles he needed and still the same, I have no idea if is due I'm using a trial version.

Error Message:

This is the link I am using:

https://login.microsoftonline.com/login.srf

Can anybody help me? 

Thank you very much,

Regards.

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Unable to Qualify Leads After 2015 Upgrade

March 31, 2015, 9:26 am
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After the upgrade to CRM Online 2015 our organization lost the ability to Qualify Leads.  All managed and unmanaged solutions associated to the Lead Entity have been removed but the issue still exists.  Any thoughts??

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Send e-mail from CRM using serverside synchronization

March 31, 2015, 7:06 am
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Hello all,

My customer wants to send e-mail from their Dynamics CRM Online (2015) environment using the serverside synchronization. Not the e-mail router.
For your information, the Outlook for CRM client is installed and running. Their own domain is not connected to the Office 365 environment.

When I configure the system settings as follows:

And the Mailbox settings as follows:

When I test the Mailbox, I get the test e-mail from Microsoft CRM. So that works. But when I send an email to myself (the .onmicrosoft.com address) the email is stuck in 'Pending Send'. Maybe good to know, tracking e-mails in Outlook in to CRM works perfectly.

Does anybody have a clue?

Br,

Jacques

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Lead Entity - Bulk Disqualify Does Not Function

March 31, 2015, 9:22 am
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We're attempting to bulk disqualify stagnate Leads from 2013 and back via a custom view.  The Disqualify action button can be clicked, however there's no action taken place. 

Thoughts?

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Rescheduled 2015 Update

March 13, 2015, 4:04 am
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Dear Sir,

We are having issues updating Dynamics CRM Online Spring '14 instance to 2015?  We have now had two attempts fail and the email notification gives zero information. we are not able to understand what exactly happening as they are not providing information for the failure of the update. If any one knows the reason plz suggest me. Thanks in Advance.

Regards,

Fathima

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is there an official infopage with all the build numbers?

March 31, 2015, 11:05 am
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Hi, 

does someone knows an official ms-site which lists the crm versions & build numbers?

frustrating to google for that because of page-wise-hits of old unofficial and not continued build-no-infos.

thx, greets PiB

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Insufficient Permissions error

March 31, 2015, 11:44 am
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Hello, I have multiple users getting the insufficient permissions error when trying to update a contact record.  These users did not get this before and it seems intermittent.  We are on CRM 2013.  Below is the log file.  We checked the db logs and didn't see anything.   As a system admin we were able to make changes to the contact record and did not get the error.  Any ideas?

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Principal user (Id=3d0a33d4-37a6-e411-80cd-005056bd4d03, type=8) is missing prvReadPluginType privilege (Id=9365005c-4703-473b-8d3c-d073cfd8670c)Detail:

<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">

  <ErrorCode>-2147220960</ErrorCode>

  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

  <Message>Principal user (Id=3d0a33d4-37a6-e411-80cd-005056bd4d03, type=8) is missing prvReadPluginType privilege (Id=9365005c-4703-473b-8d3c-d073cfd8670c)</Message>

  <Timestamp>2015-03-31T15:38:00.7727528Z</Timestamp>

  <InnerFault i:nil="true" />

  <TraceText i:nil="true" />

</OrganizationServiceFault>

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Advanced Find - On or After today's date

October 4, 2012, 9:35 am
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Hi!

I'm new to the board...and I can't seem to find a way to do what I am trying to do. My company has not upgraded, and are still on version 4.0 (4.0.7333.2747). I am trying to do exactly what this poster needed to do, but I do not have the "expired" option.

"In the Advance Find, for any date field, is there a way to specify Today date as the filter? For example, if I want to return all opportunities that are created on or after today, instead of actually enter 02/23/12 for today and tomorrow, I have to go in and update the query again to 02/24/12 and so on. I want the date to default to today date instead of manually update it everyday."

I want a view that shows all assignments with a due date "on or after" today...without having to change it everyday (which is obviously NOT IDEAL, or even plausible.)

HELP!

Monica

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In case form, I have Activities. When I am trying to send email manually to customer, then from field is not seting to owner of case

March 31, 2015, 2:14 am
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In case form, I have Activities. When I am trying to send email manually to customer, then from field is not seting to owner of case.

Below is the Activity field in form

Below is the email window

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Can 'Convert to Case' dialog be customized?

February 26, 2015, 8:32 am
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Hi,

I have a custom activity record where I have custom field 'Direction' similar to that of PhoneCall entity 'Direction' field.

So (as per the requirements), in my Custom Activity record, when Direction is "Incoming", the 'From' field will have a value of Contact entity type and 'To' field will have a value of User entity type

In case of "Outgoing", the From and To fields' values will be swapped i.e., the From field will have a value of User entity type and To field will have a value of Contact entity type.

When I try to convert this custom activity record to case,

  • When Direction is Outgoing, (i.e., when To field has a value of Contact entity type) the Customer lookup in the Convert to Case Dialog is being populated.
  • When Direction is Incoming,  this  Customer Lookup field is blank.

As per the requirement, incase of Incoming direction, this Lookup field should be populated with the Contact record present in the From field.

This is happening for OOTB activity entities like PhoneCall, Letter, Fax but not for my custom activity entity.

Any idea how to resolve this issue? Kindly, help

Thanks

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CRM 2013 Error when i save contact

March 31, 2015, 9:36 am
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Hello All,

I am currently working on CRM 2013 environment and when i try saving the contact i get error saying "An error has occurred." We are running the CRM on 2013 environment but we have Outlook Client version CRM 2011 UR6, Critical Update, and UR 18 is installed (Which i think could be a issue). I am not sure so thought to post it on here to get some of your suggestions. 

Thanks,

Durgesh

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