Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all 46379 articles
Browse latest View live

Retrieve parent entity lookup field value from javascript

$
0
0

can any one suggest why iam not able to get new_area field in result of retrieverecord ?

new_area is lookup field in new_contry entity iam able to get new_name but not new_area do i miss anything here in select?

after retrieving record i want to set value to another lookup.

Xrm.WebApi.retrieveRecord("new_contry", contryid, "$select=new_area,new_name").then(
function success(result) {
if (result != null) {
//set text field

//set lookup field
if (result.new_area != null) {
var object = new Array();
object[0] = new Object();
object[0].id = result.new_area.id;
object[0].name = result.new_area.name;
object[0].entityType = "new_area";
Xrm.Page.getAttribute(new_area1).setValue(object);
}


Customizing access to opportunities

$
0
0

Hi!

I created Option Set field in Opportunity (new_opptype = [Type1, Type2, Type3]).

In the system I need to have Sales Leaders for each type of opportunities (Sales Leader for Type1, Sales Leader for Type2,...)

Sales Leader for Type1 can work only with Opportunity Type1, Sales Leader for Type2 can work only with Opportunity Type2, ...

How I could make it? Have somebody any ideas?

Thanks!

 

How to Connect KingswaySoft from Dynamics 365 using Azure Data Factory v2

$
0
0

Hi,

I am trying to install/add KingswaySoft Adapter in Azure Data Factory to connect Dynamics CRM 365 as a destination,

I want to move Azure SQLDB to Dynamics 365 using KingswaySoft service without using VM or on-premise.

Can I install  Adapter in Azure using any way.

Thanks in advance.

Thanks & Regards

Rudra

quick form for customer field

$
0
0

Hi, how can I call the quick form from customer field when clicking "+New" button

Customize sub-grid

$
0
0

Situation: I added a sub-grid to show a related entity to the opportunities form and two columns are showing, Name and Created On.

Question: How do I customize the sub-grid to show more (columns) fields from related entity besides just Name and Created On?

Thanks!

Field Validation using JavaScript

$
0
0

Hello,

In our CRM we have to send a XML file to Department of State to have our records processed. But the DOS do not accept some special characters and we would like to implement field validation using JavaScript. I was able to find some sample codes for email validation, but I did not find it for regular text fields. Is there anyone that could help me achieve this?

Creating subscriptions via api

The Thirsty Crow

$
0
0

One hot day, a thirsty crow flew all over the fields looking for water. For a long time, he could not find any. He felt very weak, almost lost all hope. Suddenly, he saw a water jug below the tree. He flew straight down to see if there was any water inside. Yes, he could see some water inside the jug!

The crow tried to push his head into the jug. Sadly, he found that the neck of the jug was too narrow. Then he tried to push the jug to tilt for the water to flow out, but the jug was too heavy.

The crow thought hard for a while. Then, looking around it, he saw some pebbles. He suddenly had a good idea. He started picking up the pebbles one by one, dropping each into the jug. As more and more pebbles filled the jug, the water level kept rising. Soon it was high enough for the crow to drink. His plan had worked!

Moral: Think and work hard, you may find solution to any problem.


Can Dynamics 365 on-premise connect with PowerBI on-premise

$
0
0

I am proposing a data analytics solution for my customer's Dynamics 365 system. Their system is on their private cloud, not online version.

I heard that PowerBI has an on-premise version. Can PowerBI on-premise connect with Dynamics 365 on-premise?

Window Service vs Console Task Scheduler which will be theBest approach to run external application to interact with Dynamics crm

$
0
0

Hi All,

       I want to perform some calculations /crud operations on more than 10k crm records within a intervals of time which will be the best approach to do it window service with timer or console application with scheduler.I als want to know the best way to handle exceptions and rollback mechanism.

Error on Plugin Registration

$
0
0

I'm trying to register a plugin and I get an error. I've used this plugin in other CRM instances in the past, and it worked fine.

We are using CRM on-premise 8.2.2.112. See error message below. Any advice?

Unhandled Exception: System.AggregateException: One or more errors occurred.
at System.Threading.Tasks.Task.ThrowIfExceptional(Boolean includeTaskCanceledExceptions)
at System.Threading.Tasks.Task.Wait(Int32 millisecondsTimeout, CancellationToken cancellationToken)
at System.Threading.Tasks.Parallel.PartitionerForEachWorker[TSource,TLocal](Partitioner`1 source, ParallelOptions parallelOptions, Action`1 simpleBody, Action`2 bodyWithState, Action`3 bodyWithStateAndIndex, Func`4 bodyWithStateAndLocal, Func`5 bodyWithEverything, Func`1 localInit, Action`1 localFinally)
at System.Threading.Tasks.Parallel.ForEachWorker[TSource,TLocal](IEnumerable`1 source, ParallelOptions parallelOptions, Action`1 body, Action`2 bodyWithState, Action`3 bodyWithStateAndIndex, Func`4 bodyWithStateAndLocal, Func`5 bodyWithEverything, Func`1 localInit, Action`1 localFinally)
at System.Threading.Tasks.Parallel.ForEach[TSource](IEnumerable`1 source, Action`1 body)
at Xrm.Sdk.PluginRegistration.Forms.PluginRegistrationForm.btnRegister_Click(Object sender, EventArgs e)
Inner Exception: System.ArgumentNullException: Value cannot be null.
Parameter name: source
at System.Linq.Enumerable.Where[TSource](IEnumerable`1 source, Func`2 predicate)
at Xrm.Sdk.PluginRegistration.Forms.PluginRegistrationForm.<>c__DisplayClass13_1.<btnRegister_Click>b__0(CrmPlugin currentPlugin)
at System.Threading.Tasks.Parallel.<>c__DisplayClass42_0`2.<PartitionerForEachWorker>b__1()
at System.Threading.Tasks.Task.InnerInvokeWithArg(Task childTask)
at System.Threading.Tasks.Task.<>c__DisplayClass176_0.<ExecuteSelfReplicating>b__0(Object )

Workflow to Auto populate the Lookup field

$
0
0

Hi Folks ,

    I am using CRM 2013 , I have entities called Events, Leads and Members . In the Event entity i have lookup fields for leads and Members. Now the problem is when i enter the email address in Event Entity . the lead lookup field or Member lookup field should Auto populate  once the email address match with lead record Email Address or Member Email Address .For this Scenario i created a workflow , but it is not working 

Here is the conditions of workflow 

  If Event  (Email Address) equals to  Lead (Email Address), then

  Update  Event  Lead field with {lead(event)}

Other Wise  If Event (Email Address ) equals to Member (Email Address), then 

Update  Event   Member Field with {lead(member)}

Can Anyone help me to achieve this so i can track all the activities and events occurred for each record in Lead and Member 

Thanks In Advance,

Hide and make Iframe visible in Form in RescoMobile App Javascript

$
0
0

Hide and make  Iframe visible in Form in RescoMobile App Javascript

Error registering ILMerged assembly with input parameters of type EntityReference

$
0
0

Hello,

I'm trying to register an Action with InArguments of type EntityReference. The only change is that the assembly is ILMerged and references to other assemblies.  With InArgument of type string, the assembly is registered successfully but same for InArgument of type EntityReference, it throws below error.

Non-ILMerged assembly with InArgument of type EntityReference workes fine. Please suggest if I'm missing anything. Thanks!

Error:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The type InArgument`1 of the property OpportunityRecord is not supported.
Detail: <OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts" xmlns:i="www.w3.org/.../XMLSchema-instance">
<ErrorCode>-2147200995</ErrorCode>
<ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>The type InArgument`1 of the property OpportunityRecord is not supported. </Message>
<Timestamp>2018-01-24T05:19:38.711107Z</Timestamp>
<InnerFault>
<ErrorCode>-2147200995</ErrorCode>
<ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>The type InArgument`1 of the property OpportunityRecord is not supported. </Message>
<Timestamp>2018-01-24T05:19:38.711107Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</InnerFault>
<TraceText i:nil="true" />
</OrganizationServiceFault>

Server stack trace:
at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)
at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)
at System.ServiceModel.Channels.ServiceChannelProxy.InvokeService(IMethodCallMessage methodCall, ProxyOperationRuntime operation)
at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(IMessage message)

Exception rethrown at [0]:
at Microsoft.Crm.Tools.Libraries.RegistrationHelper.RegisterPlugin(CrmOrganization org, CrmPlugin plugin)
at Microsoft.Crm.Tools.AssemblyRegistration.PluginRegistrationViewModel.btnregisterClick()

InArgument Declaration:

[Input("OpportunityRecord")]
[ReferenceTarget("opportunity")]
public InArgument<EntityReference> OpportunityRecord { get; set; }

[Input("AccountRecord")]
[ReferenceTarget("account")]
public InArgument<EntityReference> AccountRecord { get; set; }

[Input("ContactRecord")]
[ReferenceTarget("contact")]
public InArgument<EntityReference> ContactRecord { get; set; }

[Input("OperationType")]
public InArgument<string> OperationType { get; set; }

How to make save changes notification work properly.

$
0
0

Hello All Experts,

We have seen that when we create a record for a custom entity we save it.

we have B.P.F on the custom entity which has some stages.

when we see the main grid view records having different stages on the B.P.F are shown, but sometimes 

the stage is selected x and it does not reflect in the main grid view.

when i reopen the record there comes a notification unsaved changes , if we do save that then main grid displays the correct stage.

My query after user saves the data then why that notification is coming.

is there any javascript or anything that is causing that , if so then how can i find which thing is responsible for this.

help will be appreciable.


Microsoft Dynamics CRM Integration with Microsoft Projects

$
0
0

Hi All,

My Client is Using Microsoft Projects for their business. Now we are going to implement Microsoft Dynamics CRM 2016 On premises. But they wanted their existing data's to be Presented in MSCRM as same as the Data's which are Presented in MS Projects. I would like to know how to do this integration is it Possible?? 

I need your help Guys

Thanks in Advance

Regards 
Vinoth Anand M

questiom3

$
0
0

Hi,

I want to  Fetch data from lead entity to contact entity what is the approach and should i make look up field of contact on lead form.?

How to fetch the Missing Mandatory fields upon clicking on the submit button

$
0
0

Hi

My Question is how to get alert on missing mandatory fields of entire entity and related entities also upon clicking on the submit button in the form.

dialog box should show with all the missing fields which are null. 

Example:

primary entity is Account and assume it mandatory fields are F1 and F2

related entity is customer and assume it mandatory fields are F3 and F4

 i need to write the code in JavaScript, any Help should be appreciated

Thanks 

Teja 

Weird behavior on form editor page

$
0
0

Hello everyone,

.

I have the following weird behavior appearing on form editor page.

All icons are not placed correctly.

.

Has anyone experienced this issue yet?

More information: this occurs on IE, FF and Chrome.

I have Dynamics 365 Updates 2.2 installed.

.

Thanks,

Kim Anh

Add button is missing in Dynamics CRM Project Task Sub-Grid form in Project main form

$
0
0

I have added a Project Task Sub-Grid in the Project main form in Dynamics CRM, however, the add button is missing, anyway to show it?

Attached pls find the screen dump for illustration.

  

Viewing all 46379 articles
Browse latest View live


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