I have created a number of surveys on my dev system so what's the best way to transfer them to another instance. Has someone done this before and if so are there any points to follow.
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voc survery transfer to another instance
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Unified Service Desk solution not installed on the selected CRM organization
Hello everyone
yesterday I created a trial of dynamics 365 v9 and then I downloaded the "USD PackageDeployer", started installing and asked me to login with my organization but then it stayed in the login menu without starting to install the USD solution within my instacia of Dynamics 365.
Do you know why it can be?
Regards, and thank you very much
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LinkedIn Lead Gen Forms
Hello,
When I create an "LinkedIn user profile", it's seem to run well howewer the sync never work (I wait hours)
In addition if the "LinkedIn user profile" is create and approved, the field "Autorized User name" is empty...
Any idea ?
Regards
Christophe
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how to get a text value from option set
I'm using crm 2016 and I want to know if there is a way to get a text value from an Optionset or must I create an ENUM and according to my INT value retrieve my text value from my OptionSet.
I searched in this forum and found this option :
OptionSetValue opProductType = new OptionSetValue();
opProductType = (OptionSetValue)pCall.xnes_test2;
var optionValue = opProductType.Value;
I get the value 2 but in my field the value 2 = test2.
Is there a way ? or should I fall to a world of enums
thanks
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How to debug a custom workflow?
Hi all,
Help me with how to debug a custom workflow in Ms CRM 365.
Thanks,
Vignesh M
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How to prevent unrelated emails entering the Queue?
Hi Guys,
We have queue called "Support Queue" where incoming mail is set to support@example.com. But emails from other email id , example others@example.com is entering the queue. How to prevent it.
Thanks,
Vignesh M
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Forms fields hide/show based on User’s Security Role
I am trying to map Salesforce “record type” feature (which let you offer different picklist values and forms layouts to users based on security roles) in Dynamics CRM.
As per my understanding, in Dynamics, it can be achieved in 2 ways.
1) Use JavaScript to fetch User’s security role and based on that show/hide specific fields on form.
2) Create seperate forms and Enable Security Roles on forms which will provide only applicable forms to users.
Note: One user can have multiple roles hence multiple forms are applicable.
Please suggest which approach is better in terms of design, user experience and maintenance.
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Phone call entity in Business process flow
I want to have a stage in the business process flow that will guide the user to make a phone call to a contact/lead. I guess the best way is using a phone call entity.
My question is what happens when the contact doesnt answer the phone in the first attempt. I want to user to schedule a future phone call for himself and repeat doing that until he reaches the contact.
Is there a recommended way to build a BPF that supports this need?
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Call Javascript web resources from Console.
Hi experts,
There is a javascript resource attached to a form. But during run, I cannot explicitly call functions from console. During check of page I don't see any imports of my js resource. Is there any way to execute function defined?
TIA.
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How to copy notes from lead to opportunity using plugin?
Hi,
I want to copy notes from lead to opportunity using plugin code.
I apply this code:
protected override void ExecuteCrmPlugin(LocalPluginContext serviceProvider)
{
if (serviceProvider == null)
{
throw new InvalidPluginExecutionException("serviceProvider");
}
// TODO: Implement your custom Plug-in business logic.
//Get the Plugin Contex from service provider
IPluginExecutionContext context = serviceProvider.PluginExecutionContext;
//Check weather the "Traget" exists in the inpu parameter
if (context.InputParameters.Contains("Target") == false) return;
//Check weather the Input Parameter is a entity or not
if (context.InputParameters["Target"] is Entity == false) return;
//Get service and service factory from service provider
IOrganizationService service = serviceProvider.OrganizationService;
//Extract the tracing service for use in debugging and to do tracing
ITracingService tracingService = serviceProvider.TracingService;
//Check weather the Target entity have the originating lead filed or not
Entity selectedEntity = (Entity)context.InputParameters["Target"];
//Here my code is not working,selectedEntity does not find "originatingleadid",please help me how to solve this.
if (selectedEntity.Attributes.Contains("originatingleadid") == false) return;
EntityReference entLead = (EntityReference)selectedEntity.Attributes["originatingleadid"];
Guid LeadGuid = entLead.Id;
try
{
if (context.MessageName == "Create")
{
#region Get Originatimg Lead Notes and attachment details from Lead Entity
string strFetchNotes = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='annotation'>
<attribute name='subject' />
<attribute name='notetext' />
<attribute name='documentbody' />
<attribute name='filename' />
<attribute name='annotationid' />
<order attribute='subject' descending='false' />
<link-entity name='lead' from='leadid' to='objectid' alias='aa'>
<filter type='and'>
<condition attribute='leadid' operator='eq' value='{0}' />
</filter>
</link-entity>
</entity>
</fetch>";
#endregion
strFetchNotes = string.Format(strFetchNotes, LeadGuid);
EntityCollection entNotes = (EntityCollection)service.RetrieveMultiple(new FetchExpression(strFetchNotes));
if (entNotes != null && entNotes.Entities.Count > 0)
{
for (int i = 0; i < entNotes.Entities.Count; i++)
{
Entity entNote = (Entity)entNotes.Entities[i];
#region Creating new Notes record from Existing Notes Record
//array to remove from notes record
string[] strAttributesNotestoRemove = new string[] { "createdon", "createdby", "modifiedon", "modifiedby", "annotationid", "objecttypecode", "objectid" };
//Clone new notes object from existing notes record
Entity entNewAnnotation = CloneRecordForEntity("annotation", entNote, strAttributesNotestoRemove);
//Add object id to attach this new notes to Invoice sponsor item record
entNewAnnotation["objectid"] = new EntityReference(context.PrimaryEntityName, context.PrimaryEntityId);
entNewAnnotation["objecttypecode"] = context.PrimaryEntityName;
service.Create(entNewAnnotation);
#endregion
}//End for notes count
}//End entities count
}//End of create contex
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(
String.Format("An error occurred in the {0} plug-in.", this.GetType().ToString()), ex);
}
}
Thanks in advance.
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why not support custom entities in WEB API(Rest Builder)
Hi to all
i need to get the related entity id then pass or update the fields to parent records by using web api, but it is not visible primary entity name attribute....??
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Outlook Client - Default Email Duration
When we create an email in CRM, default duration is 0 minutes. I know we can change that using a small piece of javascript.
When we create an email in Outlook and we track it in CRM, default duration is 30 minutes. Is there a way to change this to another value?
Thanks!
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The 'recently viewed' has more than 50 records per entity, causes slow performance
Hi,
We have on-premise 2016 installation where we are noticing RecentlyViewedEntityDatahas more than 50 RecentlyViewedItemitems. Due to this, len(RecentlyViewedXml)becomes very large (>100K) and user experiences overall slow performance.
SELECT TOP 100 len(RecentlyViewedXml) AS RecentlyViewedXmlLength, * FROM UserEntityUISettings WHERE len(RecentlyViewedXml) > 1000 ORDER BY RecentlyViewedXmlLength DESC
We have make RecentlyViewedXmlfield null & restart IIS overnight since user's browser cache populates server-side data again I guess.
Has anyone experienced this issue & has any pointer on how resolve this.
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Products Subgrid not being displayed on Opportunity Create Portal Page
Hi, I am a beginner at Dynamics Portals. I want to configure a Dynamics Portal to create an opportunity which leads to a work order. I need to be able to add products on the "opportunity create" page. I added the entity form metadata to the entity form but the subgrid does not show up on the portal page.
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Removing sample data from Dynamics 365 online
Hi,
Can someone please tell me how can I remove sample data from Dynamics 365 online, when I go to the Sample data it shows as follows
But see the following- this ample data still here, like this there are multiple sample data in the system
Thanks.
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Campaign Template - Email Recipient Limit 20?
Hi, have been using dynamics and we were using Quick Campaign until noticed there is a workflow which limits the send to just 20.
Set up some Campaign Templates, to try and send again but, same result?
We were expecting a limit of 500 per Office Online, but it seems that we can't send any more than 20.
Anyone encountered this issue?
Cheers and thanks,
Wayne
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USD - UNIFIED SERVICES DESK APPLICATION IS ALREADY RUNNING
Whenever I close USD, and the try to run it again. I'm always having the notification the the USD application is already running. Then the application will not continue to load.
Upon checking the Task Manager, even though I've closed the USD app already, the USD app task in the task manager is still running. When I try to end the USD tasks and re-run USD again, that's the only time that USD will run as expected again.
Please help! thank you!
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How to stop auto sync in server side synchronization in ms crm?
Hi Guys,
Unwanted emails are getting tracked and sent to queue. So how to stop auto sync emails in MS CRM Online?
Thanks,
Vignesh M
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Creating Activities - Forms
Hi,
I have added some custom fields to the Phone Call activity, and need to surface these in the Create Form.
There are 2 options I have tried 'Main Form', or add a new 'Quick View Form':
If I cannot create a Phone call activity using the Main form and am stuck with using a quick form, how can I set the default to be my own custom form, because we are unable to edit the default, managed form.
Thanks,
LJ
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MS-CRM Administration and Security Access Documentation
System administration : Administration and Security Access Documentation
example user faces : site creation no access , and project creation no access.
it says insufficiency right access errors.
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