Send Welcome email
Send Welcome Email field is TRUE
Sends a form email letter to the Primary Contact Email address
As early as possible in a new project's timeline, we want to reach out to the customer to confirm that we have the right contact person and the right install date. The project must be assigned to a PM first, however, to include their email signature.
We need to integrate Dynamics 365 online instance with two SharePoints - one online version, open to everyone in the organization and one on-premise version, with more restricted access. For example, some documents associated with Accounts should be saved in the more public space and others in the private space. We don't want to have to divide entities into those integrated with one instance and those integrated with the other, ideally entities should be integrated with both and user would choose where to save the documents. Is that doable?
Hello
Unfortunately I couldn't find any clear information online so I would like to ask how new contacts are created for example in case I have a queue with email from which a case is auto created with contact populated field. How CRM creates these contacts in case we don't have them?
Hello
I need to build a solution where an entity is created automatically when a new email is received and fill some information in this entity about sender (contact or user). I prefer to handle all senders as contacts so not to create additional complexity. This is how I set fields in workflow and 'Requester' field is type of Contact
The problem is that if we have a user and a contact with the same email address and workflow tries to set fields while a new entity is being created we get an exception
The requested record was not found or you do not have sufficient permissions to view it.
Contact With Id = eb8945dd-284a-e711-8116-e0071b6ad151 Does Not Exist
Then I checked that Id and it turned to be a user with according email address although I have also a contact for this email address. So CRM prefers to treat sender as a user if it can find according one than as a contact.
What is possible solution in this situation?
We have an unmanaged solution in our CRM environment that changes the layout of a form and we are looking to revert the changes that it made.
We know that if we delete the solution, that just deletes the reference, but not the changes. As we understand it, we would need to delete the solution, then go into the default solution and revert the changes to the form there.
What we are concerned about is if we then introduce another solution at some point in the future that amends the layout of that form, will that form behave according to the new solution or will the changes made in the default solution override the layout defined in the new solution.
Many thanks
Hi Guys,
I have implemented a membership solution in Dynamics CRM 2016 Online where a Contact can purchase many different Memberships. Therefore, I created custom Membership Entity and created a 1:N relationship between Contact and Membership.
Overview of the design is
Entities
Membership entity has 1:N relationship with Product Entity and Membership entity also has 1:N relationship with Contacts. Basically, membership entity is a bridge between Contact and Product Entity. Every time a contact buys another membership for different product new Membership record is created.
Solution is working fine. However, client wants to create some Dynamic Marketing Lists and they want to add list of contacts who has purchased membership for particular product e.g. Monthly Magazine, Quarterly Magazine or Yearly Magazine.
I am unable to create fetchxml query between contact to membership as contact has Many to One relationship.
Can anyone please help me form fetchxml query or different solution/way so that i can make this work.
thanks you all in advanced
please help me out
I need my contact information only,it is showing all the contact information with in the contact list in crm.
Thank you
Hello Community experts,
we are using the serverside sync functionality (CRM online v8.2 + Exchange 2010 onPremise) and facing two issues:
1. Two Mailboxes weren't able to sync Appointments, Contacts and Tasks
(Exchange-Error: Microsoft.Exchange.WebServices.Data.ServiceResponseException: ErrorCorruptData)
2. Some CRM appointments (created locally via Outlook + Set Regarding) won't get an (Exchange) Outlook ID -> no update onChange
To troubleshoot both issues I was looking for a technical more detailed communication scheme/diagramm between the CRM/Exchange/OutlookAddin systems beyond this gernal docu picture (see link below):
docs.microsoft.com/.../server-side-synchronization
Could you recommend me some more detailed doku?
At the moment the whole process is a very very "grey"-box for me.
Best Regards,
Lukas
Hi,
I am novice in js-scripting and try to retrieve fields from a related entitity "contact"
and fill some fields with contact-details.
This should happen onchange of a lookup-field "new_projektkontakt"
I have loaded the SDK.WEBAPI.js library befor my script :
function retrieveContact() {
var contact = Xrm.Page.getAttribute('new_projektkontakt').getValue();
SDK.REST.retrieveRecord("", "Contact", "EMailAddress1,FullName,MobilePhone,Telephone1", null, function(result) {
var eMailAddress1 = result.EMailAddress1;
var fullName = result.FullName;
var mobilePhone = result.MobilePhone;
var telephone1 = result.Telephone1;
}, function(error) {
Xrm.Utility.alertDialog(error.message);
});
Xrm.Page.getAttribute('new_name').setValue(fullname);
Xrm.Page.getAttribute('new_email').setValue(eMailAddress1);
Xrm.Page.getAttribute('new_mobiltelefon').setValue(mobilePhone);
Xrm.Page.getAttribute('new_festnetz').setValue(telephone1);
}
I get the errormessage :
ReferenceError: retrieveContact is not defined
at eval (eval at RunHandlerInternal (xxxxxxxgmbh.crm4.dynamics.com/.../ClientApiWrapper.aspx), <anonymous>:1:1)
at RunHandlerInternal (xxxxxxxgmbh.crm4.dynamics.com/.../ClientApiWrapper.aspx)
at RunHandlers (xxxxxxxgmbh.crm4.dynamics.com/.../ClientApiWrapper.aspx)
at ExecuteHandler (xxxxxxxgmbh.crm4.dynamics.com/.../ClientApiWrapper.aspx)
at Mscrm.TurboForm.Control.CustomScriptsManager.$Db_1 (xxxxxxxgmbh.crm4.dynamics.com/.../formcontrols.js)
at Mscrm.TurboForm.Control.CustomScriptsManager.executeHandler (xxxxxxxgmbh.crm4.dynamics.com/.../formcontrols.js)
at Mscrm.TurboForm.Control.CustomScriptsManager.executeHandlerByDescriptor (xxxxxxxgmbh.crm4.dynamics.com/.../formcontrols.js)
at xxxxxxxgmbh.crm4.dynamics.com/.../formcontrols.js
at xxxxxxxgmbh.crm4.dynamics.com/.../global.ashx
at Mscrm.TurboForm.Control.Data.LookupDataAttribute.fireOnChange (xxxxxxxgmbh.crm4.dynamics.com/.../formcontrols.js)
Help is much appreciated !!
Harald
Hello,
Hi, I have been working with dynamics 365 v9.0 and I have been facing this issue when I am opening a URL on dynamic crm 365 web using Xrm.Navigation.openUrl, the URL gets opened in new window, But in "UI Interface", it is opening in new tab.
Does anybody help me for this issue?
Your suggestion would be appreciated.
Has anyone been able to change the SYSTEM user who is responsible for all portal actions to a different user?
Workflows are in place that send emails based on the "created by" user, and so we need to replace the SYSTEM user with a specific user in Dynamics who can send the emails.
Thanks!
Hi everyone.
We have something strange happening when information is processed through crm mail. It's uncertain if this has anything to do with Dynamics CRM.
The subject word chosen from a dropdown list is repeated a number of times, and it's not the same number of times. It's at least five or as many as twenty times. "Example;Example;Example;Example;Example;Example;Example;Example;Example;Example; Contact Me"
Has anyone seen this before?
Best Regards
When I open a SystemUser Form the following Javascript pop up Alert appears while I haven't registered any Javascripts in the form.
Hi,
I have made a synchronous plugin registered on Post retrieve of savedquery.
So I want to modify the fetchxml and the layoutxml of a view.
The update of the fetchxml works well, not the layout.
the new layout throw an error:
Here is the code below:
var output = esp.GetOutputParameter<Entity>("BusinessEntity");
QueryExpression qenew = new QueryExpression("sqli_opportunityroadmap");
qenew.ColumnSet.AddColumns("sqli_annee");
qenew.LinkEntities.Add(new LinkEntity("sqli_opportunityroadmap", "opportunity", "sqli_opportunitid", "opportunityid", JoinOperator.LeftOuter));
qenew.LinkEntities[0].Columns.AddColumns("sqli_num_chrono", "parentaccountid", "sqli_roadmap");
qenew.LinkEntities[0].EntityAlias = "roadmap";
qenew.LinkEntities[0].LinkCriteria.Filters.Add(
new FilterExpression()
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("estimatedclosedate", ConditionOperator.NextXMonths, 3),
}
}
);
QueryExpressionToFetchXmlRequest req = new QueryExpressionToFetchXmlRequest();
req.Query = qenew;
QueryExpressionToFetchXmlResponse resp = (QueryExpressionToFetchXmlResponse)AdminService.Execute(req);
string myfetch = resp.FetchXml;
System.String layout = @"< grid name ='resultset' icon='1' preview='1' select='1' jump='sqli_name' object='10074'>
< row id ='sqli_opportunityroadmapid' name='result'>
</row>
</ grid > ";
output["layoutxml"] = layout; // if I comment this line, the view is correctly displayed with default layout.
output["fetchxml"] = myfetch;
Thank you.
Saad
Hey,
trying to add a "Run Workflow" button into a CRM 2016 Dashboard ribbon.
Any help/advice would be appreciated.
Cheers
Hello Everyone,
Please help what I 'm doing wrong over here, the code works while debugging however it's not getting triggered on automatic record creation, I have registered this plugin as "Create", "PostOperation", "Synch".
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService crmService = serviceFactory.CreateOrganizationService(context.UserId);
tracingService.Trace("{0}: Begin", tracePrefix);
Entity targetEntity = (Entity)context.InputParameters["Target"];
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
if (context.MessageName == "Create")
{
Entity postImageEntity = (Entity)context.PostEntityImages[POST_IMAGE_ALIAS];
var programEnrollmentService = new ProgramEnrollmentService(crmService, tracingService);
Guid? accountOnPostedSurvey = null;
if (postImageEntity.Contains(CrmMetadata.Test.Account))
{
accountOnPostedSurvey = postImageEntity.GetAttributeValue<EntityReference>(CrmMetadata.Test.Account).Id;
}
Guid? contactId = null;
if (postImageEntity.Contains(CrmMetadata.Test.Contact))
{
contactId = postImageEntity.GetAttributeValue<EntityReference>(CrmMetadata.Test.Contact).Id;
}
programEnrollmentService.UpdateAAEnrollmentDetails(targetEntity.Id, contactId, accountOnPostedSurvey);
var TestEntity = new Entity(CrmMetadata.Test.LogicalName);
TestEntity.Id = TestRecordId;
if (accountId.HasValue)
{
var _enrQuery = new QueryExpression("Test");
// Query expression code written --> Assume
EntityCollection enrollCollection = _crmService.RetrieveMultiple(_enrQuery);
if (enrollCollection.Entities.Count > 0)
{
foreach (Entity act in enrollCollection.Entities)
{
Guid? progromEnrollId = ((Microsoft.CECRM.Comm.Crm.Test)act).TestId;
var EnrollmentStatus = ((Microsoft.CECRM.Comm.Crm.Test)act).EE_EnrollmentStatus.Value;
TestEntity[CrmMetadata.Test.AAProgramEnrollmentName] = new EntityReference(CrmMetadata.ProgramEnrollment.LogicalName, (Guid)progromEnrollId);
TestEntity[CrmMetadata.Test.AAProgramEnrollmentStatus] = new OptionSetValue((int)EnrollmentStatus);
}
_crmService.Update(TestEntity);
}
Hi,
We are using DotMailer to send marketing content to our users. On the DotMailer website, the integration should work both ways but we are seeing limited return from DotMailer into CRM. When a user selects 'unsubscribe' from DotMailer, this does not update the 'Do Not Allow Bulk Emails' field as explained on the DotMailer website.
We have checked the email account settings and the option to update this field is ticked. Has anybody else experienced this issue?
Hi,
I want to implement multiple line field expansion with JS.
It is described here:
However, I receive an error during the load of the form:
Advises on what is wrong really appreciated.
Hi,
I have already disabled areas from xrmtoolbox (Ex: PSA, field service), I want to reactivate them again, but I can not find them in my default solution.
m.i.c.r.o.s.o,f,t 365 Support -1/844/750/6263 m.i.c.r.o.s.o.f.t OFFice 365 support
m.i.c.r.o.s.o.f.t 365 Support -1/844/750/6263 m.i.c.r.o.s.o.f.t OFFice 365 support
m.i.c.r.o.s.o.f.t 365 Support -1/844/750/6263 m.i.c.r.o.s.o.f.t OFFice 365 support
m.i.c.r.o.s.o.f.t 365 Support -1/844/750/6263 m.i.c.r.o.s.o.f.t OFFice 365 support
m.i.c.r.o.s.o.f.t 365 Support -1/844/750/6263 m.i.c.r.o.s.o.f.t OFFice 365 support
m.i.c.r.o.s.o.f.t 365 Support -1/844/750/6263 m.i.c.r.o.s.o.f.t OFFice 365 support
m.i.c.r.o.s.o.f.t 365 Support -1/844/750/6263 m.i.c.r.o.s.o.f.t OFFice 365 support
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