Hi experts,
In the case record, I've created two fields called called resolved by and resolved date.
I want to store the information about who (user) closed the case and when the case was closed.
So I created a workflow that when the status changes to Resolved/Cancelled, it should take the oob modified by value and modified on value and store in the my custom fields that I created.
However, the workflow isnt working.
Any help would be appreciated.
Thanks,
Jon
Hi all,
I'm receiving a Status Code 400: Bad Request error when trying to create a new Address record using the Web API. I'm able to authenticate as expected and when I change my JSON to create an account record it works perfectly.
I've tried the following for my JSON:
JObject newAddress = new JObject
{
{"Name", "Address Test"},
{"addresstypecode", 1},
{"Line1", "Line 1"},
{ "ParentId_contact@odata.bind","/contacts(b1d5e428-e130-e811-812f-e0071b6e06c1)"},
{"ObjectTypeCode", 2}
};
Any suggestions helpful!
Thanks,
Vikesh
Hello Guys ,
I'm using Dynamics 365 on premise with ADFS claim based internally ( no IFD applied)
the sign out button redirected to ADFS successfully , but when I click back button or open the CRM url it redirects me to the CRM main page without any authentication required although I've already signed out.
How can I fix it ??
Thanks
Hello Everyone,
This if my first question in this forum.
Can any one guide me the link for Downloading & Installing CRM in dynamics 365? Please provide me the steps for Downloading & Installing CRM in Dynamics 365. Thank you.
Regards,
Amarendra.
Hi,
I am trying to solve what I presume will be quite common need.
In Field Service we have Customer Assets and Service Accounts.
We have routine maintenance bookings on either monthly, bi-monthly, quarterly or half yearly recurrence for customer assets.
We also need to have one annual maintenance booking and in turn cancel the normal booking so a monthly would have 11 normal and one annual booking. The difference is the annual has extra service tasks compared to a normal booking
The easy way I see to solve this is have a normal and a annual booking setup and when it's created do a lookup of normal bookings and cancel / delete the normal booking. If the agreements are setup with the same recurrence start date this is quite simple as they will both fall on the same date. This also carries a risk if the plugin runs before the normal booking is generated.
The problem in this instance is that the anniversary date (agreement) and booking (recurrence start date) are different and the anniversary should drive the annual date i.e. 12 months from anniversary. To change the recurrence start date can be done however it's over 500 assets which I can do relatively easily through ssis however as it's production would preferably not just in case it causes issues.
My next idea was to have a plugin:
Set to pre create of workorder
Check is maintenance work order
Look up agreement start date
Check agreement start date against booking date with something like this:
Get entityreference from msdyn_primaryincidenttype to msdyn_incidenttype
Update msdyn_incidenttype to annual incident type
Hopefully this would work and populate with correct service tasks. I'm a little concerned whether it may still get updated / overwritten after this by agreementbookingincident entity.
I would just change on Post Create however the Incidentype to workorder service task is referential so would need to delete existing service tasks, update incident type.
Not far off testing in a sandbox however was just after some thoughts or ideas!
Hello Gays ,
I've installed ADFS with Dynamics 365 claim based and sign out works correctly , but the weird thing is when I open ADFS IIS and open Default web site I did not find any content
, so what's is and how I can customize the sign out button action or logout page without finding any content ?
Regards,
I want to get Account related post, Activities and Contacts using SSRS. How can I link these 3 tables with account table
Hello,
I'm a user of the Dynamics CRM android app for both phones and tablet. The same problem occur on both versions. I start the app and it take several minutes to load. This can't be necessary each time since the data that is changed is very little each time.
So then I wonder why this is, or how to fix this. Or dont Microsoft give a ***?
Jens N
Hi There. Is there any User Manual for MS CRM Dynamics 365 2013?
Thanks.
Jorge
Hi,
I have a scenario where we want use channel properties on a 'Record Creation and Update Rule' to pass information into CRM through email and could do with some help.
It is my understanding that I can populate the additional parameters field on an email by using a workflow which copies information from the subject line, before sending the email to a queue with a record creation rule active on it. Can anyone confirm me that this is the case?
Also, how can you use channel properties to pass a lookup value into the record you are creating? The example we have, is we would like to append the newly created record to an account. We're not sure whether we can pass the GUID in as a parameter, or a unique value (ie account number) etc?
Any help appreciated! We are on CRM 2016 8.2.2 IFD on premise
Hi All,
Need to add one custom button in Entity form(Edit) in Portal & on click of that need to do some operation.
How can we do please suggest here ?
My approaches is need to take web template whether is it correct way ??
Thanks,
Jharana
We have a case record that looks up to a customer, How do I get the context of the lookup to show in the data parameter section of usd so I can pull the different fields from the contact entity to verify the customer. Below I am using an entity search but it gives an error of "Not being able to convert the replacement parameter"
<?xml version="1.0"?>
<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0">
<entity name="contact">
<attribute name="fullname"/>
<attribute name="emailaddress1"/>
<attribute name="mobilephone"/>
<attribute name="contactid"/>
<attribute name="lib_identificationno"/>
<attribute name="lib_dateofbirth"/>
<attribute name="address1_composite"/>
<order descending="false" attribute="fullname"/>
<filter type="and">
<condition attribute="contactid" value="{[[incident.customerid.Id]x]}" operator="eq"/>
</filter>
</entity>
</fetch>
Hello everybody
I'm new to the community; I've searched for a solution to the following problem but I couldn't find it, so I'm here.
A customer asked for a way to keep collegues informed of email tracking; in my scenario the same email has been sent to two different technician and they want that if one of them track the email in Dynamics 365, the collegue could see it to avoid doing the same.
I've read quite a lot yesterday among documentation and discussions, but I couldn't find a clear answer to the question: does the new App for Outlook solve this problem?
Or else, did anyone find a solution to do that?
Thank you!
David
Hi
We are on CRM2013 (on premise) and want to suppress scheduling alerts when creating new Appointments. See screenshot below.
I found following post: http://mscrm2011work.blogspot.nl/2012/12/suppress-scheduling-alert-while.html which suggests setting the variable bUseEngine = false in the OnLoad event of appointment form.
I've tried that. But it does not work. Does anybody whether this fix should work? Or is there another way to disable the alert?
Many thanks
Alen
Hi Experts,
I have a requirement from a client, in which If user is trying to add TML to a campaign , it should check some conditions, on the basis of that we need to allow or disallow TML to be associated with the campaign.
How Can I achieve this using plugin and on which event? sample code would be great.
Issue:
I want to map custom fields to quote details from Opportunity product, when I create a quote.
Relationship mapping: https://archive.codeplex.com/?p=crm2011entitymaps this looked to be exactly what I need but the solutions isn't available anymore.
I checked also: https://www.inogic.com/blog/2012/12/add-mapping-for-custom-attribute-of-order-product-to-invoice-product/
But I can't found the ID's with the URL for D365 version 9.0
SourceEntityName = ‘opportunityproduct’ and TargetEntityName = ‘QuoteDetail’
So could someone help me to create the URL? Or maybe have an other solution for mapping the custom fields
I am using kingswaysoft tool to import the customer but getting below error.
[Dynamics AX Next Sequence Number [1007]] Error: An error occurred with the following error message: "System.NotSupportedException: Next Sequence Number function is not supported when OData service endpoint is used. (SSIS Integration Toolkit for Microsoft Dynamics 365, v9.2.0.6687 - DtsDebugHost, v14.0.1000.169)".
Hello,
We are using Dynamics CRM Online. My manager got an email that has hyperlink of a specific record. When the link is clicked an error occurred. You can see screenshot below, operating system is Mac Os, we can open that record by clicking the same link from our Windows machines. Is there anyway to solve this problem for this Mac Os user.
Good Morning,
I have the CRM ON Line and I need and in the Quotation I have the Status Drafts, Active, Win, Closed is it possible to change the name of the Closed to Lost status?
Tank You
In dynamics CRM 365 (online) I am using Ribbon Workbench I required to hide '+' button of Order subgrid on Account form and keep it showing on Contact form. I am using following script and setting for Enable Rule of 'New' and 'Add Existing'. But its not working and keep showing on both forms; accounts and contacts. Any idea how to make hidden on Account form only?
Ribbon Workbench Settings:
Default: True
Function Name: hideCreateButton
Invert Rule: False
Library: <name of library>
Script
function hideCreateButton(){
var entityName = Xrm.Page.data.entity.getEntityName();
if(entityName == "account"){
return false;
}
return true;
}