Is it possible and if yes how do i set it up?
Also is it possible to search based on a string which is part of the string in the field and not all of it. (without *)
Thanks
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Global search in Whole number fields
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Changing ownership of the mail merge entity to organization
I have an interesting issue and it is time I ask for some help. There is an issue that I need to solve regarding CRM 2013 permissions on mail merge templates. They default to being owned by the user and I need to change that to organization ownership. Teams did not solve it. And when I went to edit the entity in the default solution the option to select ownership is grayed out and I cannot select it. It there some way to make this change happen or automate it when a template is created it is then set to being owned by the organization. Thank you.
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Turning on CRM Components
Our CRM environment currently just uses the sales components, however, we'd like to add the marketing component. Does anybody have any experience on how the process works.
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Impersonating a user for testing
If I wanted to impersonate a user so I see what they see, for testing purposes is there a way to do that. I currently setup my security as the person but I'd like to test more directly by impersonating.
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Copying "production" organization to "sandbox" organization
I've started a new job and noticed that there is a sandbox organization set up, but no one knew it was there. I would like to copy our production data into it and use it as a test environment (since right now testing is being done in production).
It seems Dynamics CRM 2016 (on prem) does not support copying organizations to sandbox like the online version does, I found instructions that said it was as simple as:
- Copy production SQL database with new name
- Run SQL script on new database to reset organization ID (2016 version at bottom: https://social.microsoft.com/Forums/en-US/b8dfb946-bb02-4fb9-a92f-22ffb8b7071c/crm-2011-import-organization-on-the-same-server-or-how-do-you-create-a-development-sandboxes?forum=crmdeployment)
- Import organization and select copied database
Now I haven't seen or touched Dynamics CRM until last week, so I'm not really familiar with the back end. Is _all_ data about an organization solely kept in the database, there isn't any other files that need to be copied? Is there a better way to do this?
Thanks
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Unexpected Error saving record
Hi,
We are getting the following message when trying to save a new record in our CRM D365 online instance:
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.FormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #F5484349Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>3f60b7f9-318e-413a-a585-0442b56622d1</ActivityId>
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>System.FormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #F5484349</Message>
<Timestamp>2018-03-01T17:44:59.2149918Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>
So far this is only happening for 1 record. There is a plugin that fires on the creation of the new record but the error happens before the plugin fires. I have debugged through the code JavaScript the runs on save and I get the following error in a file called shellcoreming2am_e2706378.js:
Unhandled exception at line 407, column 5 in r1.res.office365.com/.../shellcoreming2am_e2706378.js
0x800a138a - JavaScript runtime error: Function expected occurred
Anyone have any ideas what this might be about or seen it before?
Many thanks
Phil
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CRM SharePoint Relative URL
Hello,
I would like to know about how to change de Relative URL from the GUID to a different entitty attribute when I am using the SharePoint / CRM integration.
Could anyone help me?
Thank you very much!
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CRM Online with Azure ADFS Proxy for On-Premise Exchange?
Hi All,
We are planning to implement CRM Online soon, and we would like to make use of the Exchange server integration.
The problem we face is that we don't want to enable Basic Authentication to our On-Premise exchange server and allow that type of authentication from Outside.
(Per this article, Basic auth is required: https://technet.microsoft.com/en-us/library/mt622059.aspx)
We are wondering if there is any way to setup CRM Online's Exchange Server integration through an Azure ADFS/ADConnect type of proxy.
The goal is to have CRM Online authenticate against the Azure ADFS, and be able to impersonate users for the Exchange integration, while avoiding having to enable the Basic authentication access to our on-premise servers from outside.
I do have a ticket open with MS about this, but I'm not sure if they have a clear understanding of the issue at this point.
Thanks,
-Brandon
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How to get the data from multiple entities to get kicked out into a readable format...
I am looking to see if there is a way to export the data from CRM 2016 from multiple entities all at one time? For instance. If I have an account, that is tied to Entity B, which is also tied to Entity C, is there a way to get all the data that is tied to the Account outputted in some way?
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Create assign To button and link with Form (Entity)
Hello,
On the lead entity, have created a field "Does Application study require" with option set YES/NO.
Now i need help here, when select YES option then should get a window or button asking ASSIGN TO lookup (to assign this task to engineer) and once assigned then only application Study form or entity should assign to that engineer.
Once engineer studied and fill the application study form and submit then it should come and link to the same.
Regards
Faisal
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Past Records of User Who Changed Business Units
Hello all,
I am stuck on some filtering possibilities and hope someone can give me some guidance.
John Doe left the Chicago Business Unit on 12/31/17 and joined our Denver Business Unit on 1/1/18.
I have looked through business unit change help in this forum and cannot find what I'm specifically trying to do.
I DO understand the consequences of moving a user to another business unit and them taking all records with them.
I am able to assign most records like accounts and contacts to a Chicago user without issue.
The only records we would like to keep under this user are opportunities.
Therefore, I want to FILTER my Opportunity VIEWS to include all records for John Doe for the correct time period per unit.
Example: Chicago Won Opportunities for this Fiscal Year. Fiscal year goes from 6/1/17 to 5/31/18.
Can I filter this to show all opportunities that John Doe won from 6/1/17 to 12/31/17 and then change the Denver view to show the ones going forward from 1/1/18?
I guess what my long winded question is asking is if CRM can do an "IF/THEN" filter?
This is a public view that many of the higher ups view often. I'm sure it would be easier to create an entirely new personal view but I need this one to show it.
Thanks for your time.
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SLA's - First response Sent DELAY
Hi there,
We use SLA's to monitor which Cases are being worked on in a 4 hours delay.
Now to push this a little further, we would like to capture the time between Case Creation and First Response Sent.
Scenario:
SLA Item Failure: 4 hours
Business Hours are from 8am to 5pm
If a case is created on Monday at 3pm, and the First Response is sent Tuesday 9am, the delay should be 3 hours. So the SLA was fulfilled.
If a case is created on Monday at 3pm, and the First Response is sent Tuesday 11am, the delay should be 5 hours. So we failed to fulfill the SLA. But failing by 1 hour is different than failing by 3 weeks...
So my question is: is there a way to capure the delay in a field in CRM? We want to analyze our average response time.
Thanks!
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Duplicate SDK message processing steps
I just noticed that I have quite a few Duplicate SDK message processing steps in my crm solution on UAT so I’m guessing various developers have not used our VSTS deployment but rather used the plugin registration tool to register steps causing duplication. Have I guessed right and is it just a matter of deleted all the steps and redeploying from my DEV environment?
Thanks G
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MS CRM Portals Two Factor Authentication Issue
Hi,
Is anyone else having issues when they enable two factor authentication on the MS CRM Portals after the recent update to Portals 8.4.0.275?
It works fine without Two Factor enabled, and was working fine in previous version, but since the update I get the following error.
Thanks in advance.
Just need to know if others are experiencing this too.
Percy Stephansen
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Can't move subgrid on form
Why can't I move a subgrid on a form?? Why does it work sometimes but not others? I realize it's just one of many, many bugs, but - why?
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Lead not linked to Account
If we enter the Existing Account for a Lead, why is the Lead not then linked to the Account?? Can this be fixed?
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Change Lead name to Topic
On the Lead form and Lead lists, the Lead name is shown as the contact's name, which is fine for B2C but wrong for B2B - it should be the Topic. Can that be fixed?
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Upgrade Online Dynamics 365 organization to Dynamics 365 CE Version 9.0
We are about to upgrade our Online Dynamics 365 organization to Dynamics 365 CE Version 9.0. I was wondering if anybody is aware of any developer’s guide documentation that could help us with this upgrade. Any guides related upgrading plugins, client scripts, dialogs, processes, and Web APIs.
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Error on accessing Account entity in Sandbox
Hello,
We are using CRM online version 9.
I am getting the following error only for Account entity in Sandbox and not for anything else.
I have the admin rights.
Any idea about this?
Thank you.
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Pre filtering CRM 2015 v 7.0.2.146
Hi All,
I am aware that there is an out of the box functionality to pre filter a lookup field based on another lookup field. However, that out of the functionality works only in the form not in the Business Process Flow, isn't? So I have created a JavaScript functionality that adds addPreSearch() function to the lookup field I would like to be pre-filtered. This is working fine when I populated the parent lookup field then populate child lookup field. But, when I deleted the value from both lookup fields then populated them again, on my child lookup field, it will say "No records found". This does not work in the form as well. Below is the code for my pre-filter.
if (Xrm.Page.getControl("header_process_new_ratetype") != null) {
Xrm.Page.getControl("header_process_new_ratetype").addPreSearch(function () {
fetchXml = "<filter><condition attribute='new_ratecategory' operator='eq' value='" + rateCategory[0].id + "' /></filter>";
Xrm.Page.getControl("header_process_new_ratetype").addCustomFilter(fetchXml);
});
}
Am I missing something here?
Thanks in advance.
Regards,
Marvin
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