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

Populate field with highest date

$
0
0

Hi,

I have 4 fields on a form which calls for a user to enter dates.  There is a 5th field which should then automatically populate with the highest date entered by the users. I need to lock down this 5th field to prevent users from entering a date which can be done via business rule.  What is the best approach to have the system look at the dates entered and insert the highest value into the 5th date field?

thanks!


Plugin - Attribute not in dictionary - Only Case Description

$
0
0

Hi,

I have create a plugin for an incident, for when it is marked and an Incident or request it posts to my external service, all works well, however when I try and get the Incident Description there is no key there:

 myCase.description = entity.Attributes["description"].ToString();

I have debugged the plug in and as suspected there is no description Attribute, everything else works fine, am I missing something.

The plugin Stage in "On Create" of "Incident" and is Post-Operation and Synchronise on Server.  After the stage I have a POST image.  Any ideas as to why I am not getting the description field through?

Context-sensitive ribbons does not display like context-sensitive ribbons/buttons for lists or view in the Dashboard

$
0
0

Concerning this statement on this link: community.dynamics.com/.../150233 :

"Now in CRM 2013, context-sensitive ribbons does not display like context-sensitive ribbons/buttons for lists  or view in the Dashboard"

I have two on-prem environments:

  • 8.1: (8.1.0.359) (DB 8.1.0.359) - CRM 2016
  • 8.2: Version 1612 (8.2.1.176) (DB 8.2.1.176) on-premises - CRM 365

In Each environment I tried this.

  1. Turn on Queue's for Opportunity.
  2. Create a Test Dashboard and Add a list of QueueItems.
  3. Create a Test Opportunity and added it to a queue.
  4. Navigate to the Test dashboard.
  5. Verify whether the Command Bar buttons for Pick and Release are available.

Results:

  • 8.1 ---> DOES NOT WORK
  • 8.2 ---> DOES WORK

My questions:

  • Is there a way to make it work in 8.1?
  • Why is it working in 8.2?  I attempted to go through the release notes between the two version and could not find anything relevant.
  • What other options do I have?

USD - Refresh tab after qualify lead

$
0
0

Is there a configurationin USD after qualifying a lead in a tab. tab must refresh?

Plugin Error message - System.InvalidCastException: Specified cast is not valid.

$
0
0

Hi

I can't figure out why I am get this error message System.InvalidCastException: Specified cast is not valid.

I am doing a loop to make copies of detail records.

I am creating a reference to add to a lookup field.

Any ideal what is causing this error message?

                    //Instead of iterating through all the child records and creating one by one we can also use ExecuteMultiple method
                    foreach (Entity retrieve in service.RetrieveMultiple(query).Entities)
                    {
                        //Remove the primary key of the retrieved associated record
                        retrieve.Attributes.Remove("new_selectortemplatequestionid");
                        retrieve.Attributes.Remove("new_selectortemplateid");

                        //Set the primary key value to Guid.NewGuid()
                        retrieve.Id = Guid.NewGuid();

                        EntityReference newselectorTemplateLookup = new EntityReference("new_selectortemplate", selectortemplateId);

                        retrieve.Attributes.Add("new_selectortemplateid", newselectorTemplateLookup);
                        service.Create(retrieve);
                    }


Connect IFD MSCRM WebAPI from Android Studio

$
0
0

Can anyone tell me how to Authenticate and use (Get / Post) IFD claim based MSCRM WEB API from Android Studio.

Because i configure MSCRM on IFD not Azure and i can't find the solution on internet.

Dynamics CRM 2016 create multiple lookup on click of custom "+" button

$
0
0

I am using Dynamics CRM 365 and I am having a requirement of multiple lookups. On custom entity, I am having "Customer Type" lookup. I need to put one custom "+" sign on the form and on click of that sign, lookup attribute should be repeated as many times as the user wants. Please suggest the way if there is any to implement this functionality.

Calling an action recursively

$
0
0

Hi,

I would like to call an action recursively in CRM. The requirement is for an action to be called at 1 am every monday. Is this possible? if so how?


Dynamics 365 field service mobile application

$
0
0

Hi,

I need the e signature in mobile application so I downloaded the D365 for field service mobile application instead of the dynamics 365 mobile application but it says there for 30 day trial? does that mean, it needs additional payment?

Partner Portal: Edit button text and destination page.

$
0
0

Hi community,

I've setup the Partner Portal and on the home page their are a few blue buttons. These buttons go to a specific page on the portal.

How can I modify the text label of these buttons as well as the destination page? What Portals entities should I be looking at to make the changes?

Cheers,
VVG

Account cannot reopen

$
0
0

Hi Experts,

When user is trying to reopen the account in record itself, there is a javascrip error stated " object is not found" error. but it is ok when reopen the account in main view

We do not have any Js on that form.

Any ideas?

DYNAMIC 365 online Integration with NAV 2016

$
0
0

Need a help in an integration of DYNAMIC 365 Online Integration with NAV 2016  if anybody have performed this, please let me know the procedure .I want to get customer data of NAV in an accounts of CRM.

How to get The Geo location of end user in Dynamic CRM?

$
0
0

Hi,

I am working on dynamic CRM Integration with word press(form to form mapping), when end user gives his information in contact us form in the website, the information entered by the user is automatically stored in Dynamics CRM in the form of a Lead. This works as expected but I would like to prepopulate the Geo location of the user i.e. browser IP address in Dynamics CRM for which I created a plugin in the Dynamics 365. It gives the Microsoft regional IP address instead of the user's IP address. Please help me in fixing this issue, thanks in Advance.

CRM CASE-Stages Business Process Flow

$
0
0

Hi, In CRM There are 4 stages as shown below 

We have Timer . when the status is in Progress as shown below in Resolve in.

When we change the status from in progress to waiting for details. the timer in resolved in changes to Paused as shown below

Here is my question now"

Can i know suppose if someone has paused the status to paused.

who has paused and how long it paused????

any suggestions will be marked as verified . this would be more helpful

Customization Analysis Tools - Dynamics CRM

$
0
0

Hi Everyone,

Is anyone aware of any tools to generate customization analysis report in dynamics crm similar to the Customization Analysis Report (CAR) for Finance and Operations.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/dev-tools/customization-analysis-report

My requirement is to run a tool to generate an excel like report for a CRM solution/instance which gives me the deviations from the best practices / errors/warnings.

Your response is greatly appreciated.

Thanks in Advance,

Mahesh


Interactive Service Hub no German translation in the navigation

$
0
0

Hello everyone,

we need your help with the Interactive Service Hub at Dynamics 365 (8.2.2.112) on premise.

After importing the German language pack, we noticed that the navigation is not fully translated into German.

 Standard and custom entities appear in English. Only the "queues" are translated as "Warteschlangen". We checked our translations up and down and could not find anything. In the system itself, the translations are displayed correctly.

Does any of you have any experience or a helpful tip for us?

 

Thank you very much!

Nicole

Incorporate Holiday schedules in calendars in Dynamics 365 CRM

$
0
0

Hi,

.

I created the above holiday schedule.

I created the above customer service calendar. But, how do I incorporate this calendar to the calendar in Dynamics 365?

I have found many resources on how to create these calendars, but, none seem to explain how to incorporate these.

Dynamics 365 FTPS settings

$
0
0

Hi,

I have a quick question.  We have a running FTPS server, we want to use this withint ax365, but there is only the option SFTP settings?  Is the microsoft built-in ftps server not supported anymore in AX365??  Can someone provide us with a solution so we can use our ftps server to get this environment ready.

and in worst case , if my FTPS server isn't supported anymore, anyone got a trustworthy free FTPS alternative running on windows server 2016?

Thanks in advance.

greetings

Crm 365 + CTRL+SHIFT+Q closing the browser.

$
0
0

Hello All Experts,

Can anyone let me know hwy this is happening, 

i am using the above combination for diagnosing the page load behavior in CRM.

it was working fine but suddenly it's not working now.

Phone numbers deleted in Outlook

$
0
0

Hi,

I activated the Dynamics 365 app (not the Client) for Outlook for my client. After a while he notices that Telephone numbers are missing of a number of contacts in Outlook. These contacts have not been actively synced or imported in CRM. And it seems to happen with contacts without an e-mailaddress. 

We're wondering if it's the Dynamics 365 app that causes this problem. Does anybody has experienced this before?

Cheers,

Timothy

Viewing all 46379 articles
Browse latest View live


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