When adding a new note, is there someway to stamp the body of the note with the person creating the note and the date the note was created.
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Adding Create Date to Note.
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SDK.REST.createRecord error
Hello, I'm trying to use the SDK.REST.createRecord method but I'm getting the following error message:
"type error: Unable to get property 'createRecord' of undefine or null reference"
Here is the code:
function CreateEmail()
{
debugger;
try {
var email = new Object();
showMessage();
GetOwnerID();
email.Subject = "Bon de commande PDF";
var activityParties = new Array();
var partyObj0 = new Object();
partyObj0.PartyId = { Id: ownerID, LogicalName: "systemuser" };
alert(partyObj0.PartyId.Id);
partyObj0.ParticipationTypeMask = { Value: 1 };
alert(partyObj0.ParticipationTypeMask.Value);
activityParties[0] = partyObj0;
var partyObj1 = new Object();
partyObj1.PartyId = { Id: ownerID, LogicalName: "contact" };
partyObj1.ParticipationTypeMask = { Value: 2 };
activityParties[1] = partyObj1;
var partyObj2 = new Object();
partyObj2.PartyId = { Id: ownerID, LogicalName: "contact" };
partyObj2.ParticipationTypeMask = { Value: 2 };
activityParties[2] = partyObj2;
//set email.email_activity_parties to activityParties
email.email_activity_parties = activityParties;
SDK.REST.createRecord(email, "Email", EmailCallBack, function (error) { alert(error.message); });
}
catch (e) {
}
finally{
}
}
// Email Call Back function
function EmailCallBack(result) {
}
I don't really understand, email is not null.
Any Ideas?
Thanks in advance for your help.
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Sorting Legends Alphabetically in CRM
I have two graphs in CRM that are the exact same except one is for 'Leads' and the other is for 'Accounts'.
The Legends I use are the different 'USERS' (Salesman).
I would like each USER to have a particular color for all graphs.
But if you look at picture below you can see that, for instance, Larus Isfeld is 'BLUE' in first graph and 'GREEN' in second graph.
Is there a way to sort alphabetically or what would be the best solution?
(Instead of sending a link to a page can someone please just sent me the line I have to put into XML format? Ex: <order alias="some-alias" descending="false"/>
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How to create custom actions in code with SDK
I am playing around with custom actions as a way to fire plugins that do custom business logic we can trigger from an external application. We have it working just fine, but I was wondering if there was a way to define the custom actions using the SDK like we do with custom plugins or web resources. I want to automate it as much as possible like how the .crmregister file automates the registration of plugins. I find it necessary since my plugins depend on those custom actions existing before I deploy them. Any ideas how to accomplish this? Is this where custom xaml workflow projects come into play?
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Update Custom Field from one form to another
Hi
I have created a custom field in Quote Products, but want it to update a custom field on the Quote Form as well. Can someone tell me how to do this.
Kind Regards
Andrea
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From field not set in IE11 & IE10
Hi,
We have various email queues in CRM. Upon clicking on an email and selecting reply in IE9, the from box originally starts off as the users details, then after approx. 1-2 seconds it flashes and changes into the name of team assigned to the view.
This is the desired result as it means anyone can reply quickly from their main team email address.
However, in IE10 & IE11 the 'from' boxes still flashes but remains as the users name. So they then have to go in and manually select the teams emails for it to be sent from.
This remains the same even in compatibility mode.
It is does not have the desired effect in Firefox, Chrome or the outlook plugin. So seems to only work in IE9.
Are there any fixes for this?
Thanks
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Where can I see the "CRM Discovery Server Name" ?
Hello,
I was trying to use visual studio to make a plug-in but it looks like I can't connect my CRM account, does anybody know where on CRM to get the "Discovery Server Name"?
Thank you very much,
Regards!
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field locked out a user
We have four required fields on our Lead form. One is location because my company owns over 50 properties. I was training a new user and she was locked out of the Location field. It's a look up field. She couldn't type inside the field or click on the magnifying glass to look for more records. Why would that happen to only one user?
Thanks -- Deb
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CRM Versioning added Solutions on CRM: Any tool? How could I manage different versions of solutions on CRM?
Hello,
Apart the solution section, does anybody knows about a tool to manage versions of added solutions on CRM?
How can I manage versions of solutions on CRM?
What is the correct way to manage solutions on CRM?
Thank you very much,
Best Regards!
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Create a dependency when a certain Account is selected, another required field is required, when creating a Case
In our instance of Dynamics (2015, Online), when you create a Case, the Account/Customer field is required (tied to customerid) by the system. I was wondering if there was a way that if a certain Account (e.g. Company A) was selected, then another field becomes required by the system. However, for example, if Company B was selected, the additional field would not be required.
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Is it possible to make a field mandatory on one form and the same field not mandatory on another form?
Is it possible to make a field mandatory on one form and the same field not mandatory on another form?
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Security Role Problem CRM 2015
Dear Sir,
I need help.
When assigning the sales person role to every user on the CRM , and this user have all privilege that make him to create new account entity ( Read,Write,Delete,Append and Append to) therefore while entering with this specified user , and open the account entity and create new account , it gives me Insufficient Privilege.
what is this issue ? please I need help
Please
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Dynamics CRM 2013 Mobile App SubGrids
Hi,
We created a custom entity called Timesheet. This timesheet is a subgrid on the form that loads, and uses some javascript. This form works great in the browser but it doesnt look like you can do hardly anything with mobile forms except expose attributes. Anyway around this?
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Workflow -send an email
Hello Everyone:
I want to create a workflow that will
1. Assign a Lead to a user (did this part)
2. Send a email to the new User cannot figure this part out.
for the send to i'm using User
Any help would be great
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Get max length value for text field
Hello all,
I want to create a function to retrieve the maximum length value of fullname from Contact entities. My function looks like this:
function getCustomerNameMaxLegth() {
var max_length;
max_length = 0;
var vres = "";
try {
var oDataURI = Xrm.Page.context.getClientUrl()
+ "/XRMServices/2011/OrganizationData.svc/ContactSet?$select=FullName";
var req = new XMLHttpRequest();
req.open("GET", oDataURI, false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.send();
if ((req.readyState == 4) && (req.status == 200)) {
var vrecord = JSON.parse(req.responseText).d;
if (vrecord.results != "") {
vres = vrecord.results[0].FullName;
if (vres.length > max_length) {
max_length = vres.length;
}
}
}
}
catch (e) {
alert("Error:" + e);
}
return max_length;
}
The problem with this function is that it looks for the maximum value only in first 50 records from contact. In my contact entity i have 3000 records and i want to get the maximum length value from entire list of records.
How can i do that?
Thanks!
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Create sub-site in SharePoint Online on create of account entity record in CRM Online Organization without using "Microsoft.SharePoint.Client" DLL
Hi,
I want to create a sub-site in SharePoint Online on create of account entity record in my CRM Online organization.
I don't want to use"Microsoft.SharePoint.Client"as the use of this DLL requires installation of SharePoint Client Components on the client server. As my CRM environment is Online, I cannot use this DLL. So, I am trying to use REST APIs to implement the functionality.
Does anyone know how to achieve this?
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Date Check Condition
Hello,
I need a check condition in my workflow that checks for records within the
- last 90 days
- last 180 days
- last 365 days
How can i do this ?
Many Thanks
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Upgraded to CRM 2015 Online - Emails No Longer Send
We upgraded to CRM 2015 (on-line) on the 31st. At that point our emails that are set up to fire for a workflow no longer send. It says "Send Pending" and gives me the pesky pending email popup. My IT gentleman who set much of this up originally when we had 2013 is no longer at our company and the CRM stuff has been handed to me to work on. I've got much of it down, but the email set up was always his deal. Now it's not working and I'm stumped.....
A couple of questions:
1) I had everyone in the company disable and uninstall the CRM 2013 for Outlook plugin while the transition happened. We will be going and installing the CRM 2015 for Outlook plugin here soon, as time permits.
2) I have installed the CRM 2015 for Outlook plugin and have been running it, but I too, cannot get CRM to send emails.
3) I currently have my inbox settings as follows:
I cannot for the life of my figure out if we have "server side sync" set up or are supposed to use the Microsoft Dynamics CRM for Outlook config. I've tried both and emails do not send. Is there something that I'm missing? Why would emails stop after the upgrade. I didn't think the change over affected emails.....help!
Thanks
Nathan
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Auto Populating Data Into a Record
I was just wondering say I have the "Accounts" entity populated with data, when viewing this data if I click on the account name of a specific person how do I make it so the form that shows up gets populated with data? For example, on the right hand side of the default form there are sub grids (contacts, recent oppurtunites, and recent cases). How do you actually populate data into these without doing it manually?
Is there a way to do this? Any help would be greatly appreciated!
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UpdateRequest SuppressDuplicateDetection parameter does not work.
I am trying to update the account associated to a new Opportunity I am creating. I wrote a plugin to retrieve the account, update a field and then update the record. Problem is I get this error:
A record was not created or updated because a duplicate of the current record already exists.
It's being caused by the fact that I have a duplicate detection rule that sees another account that may be duplicate of the one I'm trying to update. So I found this parameter I could set on the UpdateRequest object to make it ignore duplicate detection called SuppressDuplicateDetection. Problem is even if I set it to true I still get the error. Here is the code I am using.
UpdateRequest reqUpdate = new UpdateRequest();
reqUpdate.Target = accountEntity;
if (reqUpdate.Parameters.Contains("SuppressDuplicateDetection"))
reqUpdate.Parameters["SuppressDuplicateDetection"] = true;
else
reqUpdate.Parameters.Add("SuppressDuplicateDetection", true);
UpdateResponse updateReponse = (UpdateResponse)service.Execute(reqUpdate);
Based on my testing I can only assume that this parameter does not work. Has anyone else used this with any success?
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