Hi
Can someone assist me in auto populating the Effective From and To dates on a quote. I would like that when I Save a Quote that it automatically puts in today's date and then calculates 7 or 14 days to populate that date in the To field.
Kind Regards
Can someoe help me with the Quotes View where I have Total Amount showing, but this is the built-in Total Amount. I created some custom fields and needed to create my own custom Total Amount field to add up the custom fields I created. This is all pulled throgh onto theQuote for, but how do I change the My Quotes or Active Quotes view to show my custom Total Amounts field instead of the built-in one.
Hi,
I have functionality to create case automatically for each incoming email to any mailbox using out of the box functionality of CRM online 2013.
Now I want to save email and its attachment to SharePoint Library. The reason behind this is later on one stage of the case, we want to send an email to user who is not CRM user and want that user to read email/attachments. As user dont have access to CRM, we want to upload email/attachment to SharePoint and share that SharePoint link to outside user to have access it as those users will have access to just SharePoint but not CRM.
Can somebody help me and give idea on possible way to implement this ?
Thanks in advance,
Chintan Dave.
Issue: How to avoid overwriting properties and the cascading relationship of default entities through our solution.
Description: Our solution has contact default entity and some customized views for this entity. We have MSCRM fresh instance and on this organization contact audit history is enabled after installing our solution the contact audit history will be turned off, but this process is vice-versa.
I would like to know if there is a way for our solution to not touch these options and leave the settings that the customer has put in place.
I believe this can be handle by removing the properties of entity from customization.xml file as red marked in the below screenshot, but is this good way to handle these things. After removing this properties may it creates any problem or it could risk ? Because Microsoft doesn't recommended to do these things.
Please let me know your opinion.
HI ALL,
i am getting the error saying that into below code. "Attribute: pricelevelid cannot be set to NULL"
Entity PriceList = new Entity("pricelevel");
PriceList = beCollection[0];
//Guid PriceListId = PriceList.pricelevelid.Value;
Guid PriceListId = (Guid)PriceList.Attributes["pricelevelid"];
//priceListItem.pricelevelid = new CrmSDK.Lookup();
priceListItem.Attributes["pricelevelid"] = new EntityReference();
//priceListItem.pricelevelid.Value = PriceListId;
priceListItem.Attributes["pricelevelid"] = PriceListId;
//priceListItem.uomid = new CrmSDK.Lookup();
priceListItem.Attributes["uomid"] = new OptionSetValue();
//priceListItem.uomid.Value = crmProduct.defaultuomid.Value;
priceListItem.Attributes["uomid"] = crmProduct.Attributes["defaultuomid"];
//priceListItem.productid = new CrmSDK.Lookup();
priceListItem.Attributes["productid"] = new EntityReference();
//priceListItem.productid.Value = productGuid;
priceListItem.Attributes["productid"] = productGuid;
//_crmService = new CrmSDK.CrmService();
OrganizationServiceProxy _orgService = null;
//Create Or Initialize the CRMService object
// _crmService = CRMServiceUtility.GetCrmServiceByLoggedInUser(_serverURL, _organisation, new Guid(loggedInUser));
_orgService = Crm.App.AppService.CreateCrmServiceObject();
//Guid priceListItemId = _crmService.Create(priceListItem);
Guid priceListItemId = _orgService.Create(priceListItem); /*At this point it's throwing an error*/
return priceListItemId;
Can anybody help me what could be the wrong here although i am passing pricelevelid .
Dear Team,
I have bit issue in hierarchy security. Here i have created custom position hierarchy according to my Org chart. Here i have single person handling multiple position.
e.g. User-A is and Account Exec. and Purchase Exec. too.
How can i define the same in custom position hierarchy, and allow user to choose there position while login or after login.
HI All ,
what could be the possible resolution for the below code to be converted as per mscrm 2013 for late
bound.
this is in mscrm 4.0 code.
CrmSDK.new_payrate newPayrate = new CrmSDK.new_payrate();
Label lblId = (Label)gvPayRate.Rows[e.RowIndex].FindControl("lblId");
CrmSDK.Key Id = new CrmSDK.Key();
Guid currentID = new Guid(lblId.Text);
Id.Value = currentID;
newPayrate.new_payrateid = Id;
after this i will take the another values from different textboxes as required.
and will call the service.Update(newPayrate); method.
Although at some level i have been able to change the old functionality to new one
but i am confused with this line of code.
as i have changed that code with below line of code
System.Web.UI.WebControls.Label lblId = (System.Web.UI.WebControls.Label)gvPayRate.Rows[e.RowIndex].FindControl("lblId");
Guid currentID = new Guid(lblId.Text);
newPayrate.Attributes["new_payrateid"] = currentID;
There is an error when calling the this "_service.Update(newPayrate);" method saying
An exception of type 'System.ServiceModel.FaultException`1' occurred in Microsoft.Xrm.Sdk.dll but was not handled in user code
Additional information: Incorrect attribute value type System.Int32
so i thought other values are correct but probably that "CrmSDK.Key Id = new CrmSDK.Key(); "
is getting some wrong value.
Kindly give me the ideas for this , how to resolve
Can anybody help me for this
Hello,
I have found a lot of online solution to send email with attachment of report in PDF.
But, I am in a stuck in that all blogs how this all functionality is works and how to implement in my instance.
I am currently following this blog for my solution.
https://meghshyam.wordpress.com/2014/12/21/send-email-with-attachment-in-crm-2013/
http://xrmmatrix.blogspot.in/2011/06/creating-report-as-pdf-attachment-in.html
I am also trying this one..
http://ankit.inkeysolutions.com/2012/11/dynamics-crm-2011-creating-e-mail.html
In this one blog can you please elaborate where to use which one web resource.
Thanks in advance.
Best Regards,
Divyesh Sapovadiya.
Hi All,
I want get the quick view details for contact in the account form. i have added the script in the account form.
finally I am getting null value in the result. please assist..
function getQuickView()
{
if (Xrm.Page.getControl("contactquickform_contactquickform_contact_emailaddress1") != null)
{
var manfCountyctrl = Xrm.Page.getControl("contactquickform_contactquickform_contact_emailaddress1");
var email= manfCountyctrl.getAttribute().getValue();
alert(email);
}
}
For any given entity how can I get it's Quick Find View in c# ?
For ex: In account we have Account Name,Account Number,Primary Contact etc etc
I have enabled it in the CRM but I cant get it in c#.
Thanks
Hi,
If I have a lot of organizations, this function return all crm organization with a user that only have right on one of them.
Why ?? And how to limit ?
Thanks
If a user adds an Account, and does not select an Originating Lead at the time of adding, then the field cannot be updated after that. There is no way to select a lead once the Account has been saved.
Does anyone know of a way to get around this?
Hello,
I've recently implemented the Personal Wall on a dashboard to show posts regarding records that our users are following.
Every user is getting an error message on their wall. Whenever a user signs in, by default, the Personal Wall displays "You do not have permissions to see this view. Contact your system administrator." When the user refreshes the view, the error message disappears and is replaced by the relevant posts.
I've checked to make sure that all users have permissions to read the Wall View. Could anyone provide some guidance on how to make sure this error message goes away permanently?
Thanks in advance,
Anthony
After installing Rollup 13 for the CRM Email Router on my Exchange (2007) server, I am now seeing high cpu usage from both the lsass.exe service and the Dynamics CRM Email Router service. I can tell they are related becuase when I stop the router service the lsass.exe process drops off significantly. As far as I can tell, everything else is working as intended however I can not operate with continuous drain on my CPU.
Hi everyone,
We got the CRM online update late April 1st and I'm still see the same navigation menu - besides an added filter for advanced find, and the new search. Isn't there suppose to be a new button to show up by home button, to bring up all of the entities?
Thanks!
Hi, I am planing for MB2-707 (Microsoft Dynamics CRM Customization and Configuration) If anyone has any kind of study material then please share. Any kind of help would be beneficial for me. Looking for the kind support of all you guys as always. Thanks, Raghava
Hi, everyone
Got a question:
How can I get informed about upcoming Updates in MS CRM 2015 On Premise ? Also if there are already any updates released where can I download them from so that I can make some tests?
Thank you in advance
Hi,
I want to create a workflow which will case status by checking some condition. One condition I find difficult to implement is that
- Change case status only if email activity associated with case complete
Can somebody tell me how I can add this condition in workflow before case status update ?
I know second why if there is no way to get to know by creating custom field and update it when email is created on that case but I want to use inbuilt logic if available.
Thanks,
Chintan Dave.
Hi,
I am not able to select any option from Areas to display this entity.
I can create attribute, customize the form but cannot display the form in any Area.
All the the options are unchecked.
Please find attached screen shot for your reference.
I can display the entity by making changes in site map but I want a simple way.
Please help.
Hello-
when attempting enable previously disabled user, the error "External Error - No Such Object on Server" is received. We have ensured that the user is present in the necessary AD groups. further details of error are below.
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Server was unable to process request.Detail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
<ErrorCode>-2147016656</ErrorCode>
<ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
<Message>Server was unable to process request.</Message>
<Timestamp>2015-04-03T15:18:51.6481034Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>