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

Failed to use Drill down function when i retrieve N:N relationship chart entity

$
0
0

HI,

I was building up a custom chart which is retrieving N: N relationship entity. but can I know why it's refuse to use the drill-down function? 

below is my XML source code:

<visualization>
  <visualizationid>{81A80FF4-9710-E811-80D8-00155D006725}</visualizationid>
  <name>Campaign by Channel</name>
  <primaryentitytypecode>campaign</primaryentitytypecode>
  <datadescription>
    <datadefinition>
      <fetchcollection>
        <fetch mapping="logical" aggregate="true">
          <entity name="campaign">
            <attribute name="campaignid" alias="CountOfCampaign" aggregate="count" />
            <link-entity name="etq_etq_channel_campaign" from="campaignid" to="campaignid" link-type="inner">
              <link-entity name="etq_channel" from="etq_channelid" to="etq_channelid" link-type="inner">
                <attribute name="etq_name" alias="GroupBy" groupby="true" />
              </link-entity>
            </link-entity>
          </entity>
        </fetch>
      </fetchcollection>
      <categorycollection>
        <category alias="GroupBy">
          <measurecollection>
            <measure alias="CountOfCampaign" />
          </measurecollection>
        </category>
      </categorycollection>
    </datadefinition>
  </datadescription>
  <presentationdescription>
    <Chart Palette="None" PaletteCustomColors="91,151,213; 237,125,49; 160,116,166; 255,192,0; 68,114,196; 112,173,71; 37,94,145; 158,72,14; 117,55,125; 153,115,0; 38,68,120; 67,104,43; 124,175,221; 241,151,90; 186,144,192; 255,205,51; 105,142,208; 140,193,104; 50,125,194; 210,96,18; 150,83,159; 204,154,0; 51,90,161; 90,138,57;">
      <Series>
        <Series ChartType="Column" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
      </Series>
      <ChartAreas>
        <ChartArea BorderColor="White" BorderDashStyle="Solid">
          <AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
            <MajorGrid LineColor="239, 242, 246" />
            <MajorTickMark LineColor="165, 172, 181" />
            <LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
          </AxisY>
          <AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
            <MajorTickMark LineColor="165, 172, 181" />
            <MajorGrid LineColor="Transparent" />
            <LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
          </AxisX>
        </ChartArea>
      </ChartAreas>
      <Titles>
        <Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59"></Title>
      </Titles>
    </Chart>
  </presentationdescription>
  <isdefault>false</isdefault>
</visualization>


Thank You


Scheduled workflow date condition

$
0
0

Hi experts, 

I have created a workflow using Workflow Elements (available on AppSource) to trigger a workflow every Thursday.

I have a date field called XPT Ship Date.

This workflow should check if the project template is "NOS" and if the XPT Ship Date is in 2 weeks or less. 

I think my logic for the if condition for "XPT Ship Date within 2 weeks" may be incorrect.

Please help me out with the correct if condition of I'm wrong.

Thanks,

Jon

Email Integration

$
0
0

Hi,

I have a CRM on premise version 2016. I need set up an email integration. i.e i need to set up mail boxes for users, so that they are able to send out emails.
How do i do this? 

Thanks.

How to Integrate Dynamics CRM & BizTalk Server

$
0
0

Hi All,

How can we integrate Dynamics crm with BizzTalk ?

What is real use of that ?

How to give 1:N relationship between opportunity product to my custom entity

$
0
0

Hello,

I am new in dynamic 365

I want to create a 1:N relationship between opportunity product id to my custom entity opportunity product,

i am not getting option to mapp this field

Field Service - Product Type Service

$
0
0

Dear all,

In the Field Service Product Type there has an one type called Service. The serviceable products are sold in Time basis. How products are sold in time basis.I don't know how to do give me explanation with example please.

Thank You

Dinesh Raja

open html (dialog) by ribbon button

$
0
0

I have to create a new ribbon button on Account.

On click of this button, HTML webresource similar to dialog should open containing  - 

One dropdown list - which are lookup values from Account form (values to be fetched from CRM)

Text field - Reason

Submit button

On submit, it should create an email containing account url and requesting email receipent to approve change request . 

Please help !!

How to Un Link record from Subgrid

$
0
0

Hello All,

I have requirement where I have two Custom entities having 1:N relation, means If one Entity has Lookup than on the Other Entity form there will have Subgrid.  Now suppose In the subgrid I have 3 records which means subgrid Parent Entity link is provided in the three entities (Lookup field). Now I can manually open these entities remove the lookup field value one by one which is nothing but UnLinking, but can I do unlinking directly in the Subgrid??

because  now what It is showing is Delete button as soon as we hover over the record on subgrid. so when I click on delete It asks "Do you want to delete this....?" and If I click Yes It permanently delete but mine requirement is just to do Un linking at that moment? 


Customer Insights - Generate SAS token

$
0
0

Hello,

I want to use the Hub API from Dynamics 365 for Customer Insights (docs.microsoft.com/.../apiquickref)

I'm trying to test it via Http requests within Postman. The problem is that I don't know how to generate a SAS token.

In Azure, Customer Insights gives me a policy name with a primary key. I've tried to generate a SAS token following this docs.microsoft.com/.../generate-sas-token, but no success.

Postman returns me the following error:

{"errors":[{"errorCode":"ResourceUrlMismatch","message":"Resource url being accessed is outside than what token allows"}]}

Thank you for your help.

Can i get the multiple record guid from view in ms crm?

$
0
0

Scenario:  I want to retrieve all guid of selected multiple records from view(without opening record) in ms crm by clicking on custom button. If yes how?

Get the code of Geo code

$
0
0

When we make a new account record it will show geo code where we enter the location  address then it will show on bing map.

So, my question is how i get the code of that geo code map?

Opportunity close - desciption field REQUIRED?

$
0
0

Hi all,

My management really want to make the field "Description" on the Opportunity Close entity required, since too many of our sales guys don't fill this important information. I cannot seem to change anything, since it is managed?

Is there a workaround?

Thanks!

Configuring IFD on CRM 365 On premises. HELP

$
0
0

Hello,

I have a client that has CRM365 on premises. He want to access CRM from a tablet.

Our IT deparmtnet configured the "Claim Based Authentication" & "IFD". They used a self signed certificate .

Result : The client is not able to access CRM from the tablet (Ipad) and I am not able to open plugin registration tool.

  • Is the problem with the certificate ? We don't want to buy a wildcard one and then have same issues.

Any idea how to solve this.

  • Can we overcome this if we used an Android /Windows tablet without buying a certificate.

Your Help is much appreciated .

Find workflow based on owning user and calling user

$
0
0

Hi everyone!

I am testing a scenario of qualifying a lead with security roles. I am trying to decode the error but am not able to.  Is there any way on how I can find a workflow based on its owner id and calling user id?

Please help me out with this. Here is the error log downloaded.

<s:Envelope xmlns:s="schemas.xmlsoap.org/.../envelope"><s:Body><s:Fault><faultcode>s:Client</faultcode><faultstring xml:lang="en-US">SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 6af9456a-2628-e811-8117-e0071b66cfa1, OwnerId: 31ddb544-b918-e711-810a-e0071b69ffe1,  OwnerIdType: 8 and CallingUser: 5e39b8b0-1af2-e611-80f6-e0071b661f01. ObjectTypeCode: 1, objectBusinessUnitId: fee1b889-f4ea-e611-8103-e0071b69ffe1, AccessRights: WriteAccess </faultstring><detail><OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts" xmlns:i="www.w3.org/.../XMLSchema-instance"><ActivityId>7eb3fe5a-9584-4908-99a0-834f258b92a2</ActivityId><ErrorCode>-2147187962</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic"/><Message>SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 6af9456a-2628-e811-8117-e0071b66cfa1, OwnerId: 31ddb544-b918-e711-810a-e0071b69ffe1,  OwnerIdType: 8 and CallingUser: 5e39b8b0-1af2-e611-80f6-e0071b661f01. ObjectTypeCode: 1, objectBusinessUnitId: fee1b889-f4ea-e611-8103-e0071b69ffe1, AccessRights: WriteAccess </Message><Timestamp>2018-03-15T07:56:59.3983526Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true"/><InnerFault><ActivityId>7eb3fe5a-9584-4908-99a0-834f258b92a2</ActivityId><ErrorCode>-2147187962</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic"/><Message>SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 6af9456a-2628-e811-8117-e0071b66cfa1, OwnerId: 31ddb544-b918-e711-810a-e0071b69ffe1,  OwnerIdType: 8 and CallingUser: 5e39b8b0-1af2-e611-80f6-e0071b661f01. ObjectTypeCode: 1, objectBusinessUnitId: fee1b889-f4ea-e611-8103-e0071b69ffe1, AccessRights: WriteAccess </Message><Timestamp>2018-03-15T07:56:59.3983526Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true"/><InnerFault i:nil="true"/><OriginalException i:nil="true"/><TraceText i:nil="true"/></InnerFault><OriginalException i:nil="true"/><TraceText i:nil="true"/></OrganizationServiceFault></detail></s:Fault></s:Body></s:Envelope>

Thanks in Advance!

Get timer value

$
0
0

Hi,

How can I get the timer value and passed it in other field.When the user routes the case,

the timer should stop and the value should be stopped


Dynamics 365: Split Opportunity Amount over Months

$
0
0

Hallo everybody,

I want to do the following:

An Opportunity has an Amount of 100.000. This money will not be available, when the Opportunity closes, it will come over the project time which is for example. 30.11.2018 to 31.03.2019.

We want to report, how this money is splitted in years, so in this case we would say:

In 2018 we'll make 25.000

In 2019 we'll make 75.000

I have no idea how to handle this at the moment. Do you have any suggestions/ideas to solve this? Thought about some calculated field, but I think, it has not enough capabilities for this action.

Already sent email is being received by the user again and again

$
0
0

Hi All,

We are facing a strange issue here. There is one email which was sent from CRM. The status of  this email is Sent. However, the No. of delivery attempts field keeps increasing and the recipient has received too many emails. The attempts count is now more than 2000. Did anyone face the same issue? If yes, what is the solution?

Order Product & Activities

$
0
0

Hello,

I need to link order product to tasks.How can I achieve this ?

Unable to connect with CRM datasource while trying to do the SSRS reporting

$
0
0

When I try to put the connectionstring and credential it accepts, but when I try to add dataset it throws error :The connection to server "iiiiib.crm8.dynamics.com;..................126" could not be established. Make sure that the connection string and credentials are correct, and try again.

Please help me, I am new to CRM. And also same thing happens when I try to register pluggin. Same kind of credential error comes.

How to add Dynamics CRM users to Office 365 groups

$
0
0

Q1. Can we do this?

Q2. Is there any extension available to add Dynamic CRM users to Office 365 Group.

Q3. If possible other ways. How we can perform this task.

Viewing all 46379 articles
Browse latest View live


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