Hi
Is this possible to add condition in workflow in process like whether sub-grid contain data or not ?
Thanks,
Chintan.
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Checking Subgrid is not null in workflow
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Chrome - Pop-Up Blocker Message Appearing On Adding Appointment via a Sub-Grid
Hi,
I am hoping someone can help/has had this strange issue themselves. We are currently on CRM 2013 Spring Release in the cloud. We access CRM using Chrome version 40. We have 180 plus users across sites and currently 30 in my site.
We have 1 user (only 1), who intermittently gets the Chrome Popup Blocker message when they try to add an appointment from an activity Sub Grid on the Contact Form. The thing is we have allowed pop ups from CRM, and added the correct URLs to the various Allow settings. What seems strange is it will work fine for a number of hours, then suddenly, all he gets is the message. Restart Chrome and it goes away sometimes for a minute or two, sometimes for hours. He is only using Chrome for CRM no other browsing.
The message reads: A Microsoft Dynamics CRM window was unable to open, and may have been blocked by a pop-up blocker. Please add this Microsoft Dynamics CRM server to the list of sites your pop-up blocker allows to open new windows:ORG.crm4.dynamics.com
We have tried all the settings and reinstalling. We think we have won, then boom it suddenly appears again.
Thanks for yor help in advance.
Graham
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The plug-in execution failed because the operation has timed-out at the Sandbox Host. System.TimeoutException: Microsoft Dynamics CRM has experienced an error.
I am using MS dynamic CRM online 2015. I created a custom workflow activity to Import customer data from outside into CRM. When I am running my custom workflow activity by using a dialog in the online CRM, I am getting error message "The plug-in execution failed because the operation has timed-out at the Sandbox Host.
System.TimeoutException: Microsoft Dynamics CRM has experienced an error." Please any one help me and suggest any solution for this error.
Thanks
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Tracking emails
We have had some issues tracking emails, and on occasions it doesn't seem to want to work.
After some discussion we would prefer the emails to automatically track from Outlook to Dynamics and for us to select if we don't want them to track rather than the other way around. Does anybody have any tips on the best way to do this.
Thanks
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Automatically move the stage of the Business Process Flow
Hi I would like to move the user automatic to the next stage when they have field in all the required step. I know you can use Xrm.Page.data.process.moveNext("", function() {}); to move the user on the next stage. I’m struggling how to write this into JavaScript to check if all steps are complete move on?
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Update closed/inactive records
Dear,
We would need to update a specific field on closed Opportunities.
This field would be a custom lookup that references a custom entity.
So we would need to populate this field with the GUID of the corresponding custom entity record.
I know the trick of using the Excel Import/Export but this works only with the records on the page (so batches of 250 recs max). In this case I'm talking about thousands of records. Also this would alter the opportunity modification date which is something we would like to avoid.
Is there another way to proceed? As it is a custome field referencing a custom entity, could we make the update at SQL level? What would be the potential threats of doing so?
I know this is not recommended but this would be a oneshot.
Thanks for your feedback,
Best regarsd,
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How to change sub grids Associated View buttons action
Hi All, Thanks for my previous questions answers.
Scenario:
We have to change action performing on sub grids Associated Views (Expand) button. (Refer below image)
We are having View A in sub grid A, View B in sub grid B on same entity (like Account) Form and views are of same entity (like Contact). When we click on above button it is opening Associated View on both sub grids (like Contact Associated View). Instead of this functionality we have to open View A and View B respectively.
Question:
Is it possible?
If yes how can i achieve this.
Thanks in advance.
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Qualify a Lead
Hello Everyone:
When we qualify a Lead is there away to omit/stop it from becoming a Opportunity and have it go to the Account instead
Any help would be great
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unable to share personal view - button is present but greyed out
Hey guys I know this is pretty basic but for the life of me I cannot figure it out.
I am unable to share a personal view due to the button being greyed out.. I'm using Dynamics CRM 2011 on prem.
Here's what I have checked so far...
I have tested using vp of sales security role as well as other security roles...
VP of sales security role has the follow security role permissions set:
and
Maybe I am missing a access level on one of these fields, but I am not sure what else to check besides what I have specificed above. Thanks in advance.
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How to get quickview form attribute values in CRM 2015
Hello all,
I am trying to values from quickview form i wrote code as below,but am getting null
var manfCountyctrl = Xrm.Page.getControl("contactquickform_contactquickform_account_telephone1");
var salval = manfCountyctrl.getAttribute().getValue();
and how to assign lookup field value to another lookup field value
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Unable to detect any parameter in html (webresource) when value is passed from onload method of form
I am trying out some stuff. For which I created a simple Entity. In the form of the entity I have added a simple web resource (html). And for the onload of the form I am calling the following function
function HelpDeskActivityOnLoadhandler()
{
var customParameters = encodeURIComponent("first=First Value&second=Second Value&third=Third Value");
Xrm.Utility.openWebResource("tsi_scriptzz",customParameters);
}
Here is the code for the tsi_scriptzz.html
<html>
<body>
<script type="text/javascript">
var vals = new Array();
if (location.search != "") {
vals = location.search.substr(1).split("&");
for (var i in vals) {
vals[i] = vals[i].replace(/\+/g, " ").split("=");
}
}
</script>
</body>
</html>
MY PROBLEM IS -> location.search is always coming back with empty string. So, it not getting the parametrs I am passing from the load method of the form.
Could someone kindly help me.
Thanks,
Hasib
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Set global optionset from sync workflow
We are trying to set a value of global option set from a sync workflow. We are able to set a normal text field but not the global option set.
Please help.
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CRM 2015 Server installation fails with 'current user is not a domain user'
I'm installing a CRM 2015 Server in a pretty restricted environment and run the installation as a valid domain user, which is also Admin etc. But still the installation fails with the error message 'the current user is not a domain user' and rolls back the installation...
What could be causing this error message? The user which runs the installation looks fine. We run everything as admin etc. but still no luck.
Any advice/help is appreciated.
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Synchronising contact Outlook CRM
Hi,
I set track contact in Outlook, but it was not created in CRM. Server- Side Synchronization is enabled.
Thanks!
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CRM loses connection to SQL
Hi Everyone,
I have a Dynamics CRM 2015 On-Premise instance installed on a Windows Server 2012 R2 and a connection to a SQL Server on a different machine with similar specs.
Just recently an issue has popped up that occasionally (once or twice a day) that when trying to browse to CRM the browser loads for a couple minutes before showing an Error Page. This is accompanied by several errors in the Windows Logs: "A network-related or instance-specific error occured while establishing a connection to SQL Server. The server was not found or was not accessible."
If I restart the machine where CRM is hosted than the problem gets resolved, but only temporarily.
I've tried a few troubleshooting steps including:
- Restarting Async Service, but it fails when trying to stop and hangs at 'Stopping'
- Disabling Firewalls, all the windows firewalls on both servers are turned off
Any thoughts? Thank you
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issues with removing business required for specific field when option set equals specific value
So two fields, an option set and a single text data type field.
When I set the option set value to 'other', I want it to make the single text box field called 'other reason' business required WHICH IT DOES.. I got that part to work properly.
Here's my question,
So if someone mistakenly selects 'other' value, and then selects a different option in the option set... The single textbox field called 'other reason', stays business required..... I need it to reset or setRequiredLevel set to none.
I need to setRequiredLevel to none on the the single textbox 'other reason' field, if another option is selected after selecting 'other' from the option set.
Here's what I got so far -
function new_declinereason_onchange() {
var decreason = Xrm.Page.getAttribute("new_declinereason").getValue();
if (decreason == 100000005) {
Xrm.Page.getAttribute("new_otherreason").setRequiredLevel("required");
}
}
it's not set to 'other' but still business required because I selected 'other' first....
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Automatically Track Outlook e-mails in CRM
Is there a way for Outlook e-mails to be matched against CRM contacts and automatically create e-mail activities in the CRM contact record?
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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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CRM 2015 Outlook Client has blank windows
I just started having trouble with my Outlook 2013 client. When trying to view anything in CRM they all come up a blank window. The same URL opens fine in a browser. I have tried to reinstall the client and reconnect but the same thing happens. Also, when I track something the window opens with content but the search will not work. Sounded like there was a "blank window" issue with the upcoming roll-up, but wasn't sure if it could be anything else.
Thanks in advance,
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how to place a html web resource on top of All Email activity view.
Hello Expert, i would like to place a html page on top of All email activity view and the same view should be display inside the html page. Is it possible through site map editing. Please suggest approach.
Thank you
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