Hi all,
Does anyone know of a way to create a Contract Line Item via Workflow when a contract is added.
I know how to and have done it with a plugin, but my the user would like the flexibility of being able to change the value of the fields being used to create the line whenever they want.
Which is why i'd like to know if it can be created in another way?
Hi All,
I used the Sitemap to create a navigaton Group and added custom entities to it. This worked fine until i logged on using a user that is not System Admin, the SiteMap group is not visible Any reason for this, do i need to apply any security ?
I also checked the custom entity and noticed that the Group doesn't get added to the entity.
Thanks,
Hi guys,
I have a really odd situation. When I deactivate a record in a custom entity, then open the record again to view it, it reactivates. I'm at a loss to work out what is causing this to happen, and there are no field changes or workflows or running that may cause it.
The only thing I can think that might be causing it is a javascript library on the form that is used to show/hide a tab, see below:
function ShowHideFollowUp(){
var followup = Xrm.Page.getAttribute("hr_followuprequired").getValue();
if(followup != null){
if(followup == 1){
Xrm.Page.ui.tabs.get("Follow-up_TAB").setVisible(true);
}
else{
Xrm.Page.ui.tabs.get("Follow-up_TAB").setVisible(false);
}
}else
{
Xrm.Page.ui.tabs.get("Follow-up_TAB").setVisible(false);
}
}
This function triggered on form load, could this be causing the issue? If so, how can I fix it? If not, has anyone got any other advice?
Thanks,
Ryan
Hello All Experts,
When i see the email messages inside the inbox then the Track button is visible to me.
When i select one of the email and Double click on it then the Track button gets disappear.
All buttons gets disappear but CRM 365 fields button is visible .
can anyone help me in understanding this.
How to track the email when that email is open in widescreen.
Hope you people understand my query.
Hi,
I am new in D365 CRM, When user add item/record in Account,contact & lead those record have full access of own record,other user can only see other items/records as well (not able to update/delete).
How to do this,please give me the solution?
Thanks in advance!
I want to place view in the dashboard , View name- account created before 30 days
And X axis should be account name y axis - date created
bar graph is fine. Can anyone please help me
i m uploading file to sharepoint from code and then creating SharePointDocumentLocation
record to attach document with Crm record.
I can see file uploaded to shrepoint under this folder (example):
https://mysharepoint.com/sites/canas/canas/Test%20name%203%20-%20Monthly%20Order%20-%202017_07e2fb8d-3237-e811-8181-e0071b66a1e1
So I see file if I navigate to:
https://mysharepoint.com/sites/canas/canas/Test%20name%203%20-%20Monthly%20Order%20-%202017_07e2fb8d-3237-e811-8181-e0071b66a1e1/file.txt
For this part first I m saving entity record, then upload document to sharepoint and in last creating SharePointDocumentLocation.
Problem is when I go to CRM record > documents I dont see document there :(
I even have tried to upload a document manually form crm but getting error:
clicking technical details it do not shows any other details but just this message.
please help
Hi Guys,
I have a query regarding HTML webresource.
For CRM v8.2, We have created a HTML webresource and added the same in the form. This webresource read a field data from the Current form and filter data accordingly in HTML. For reading data we are using below code
window.parent.Xrm.Page.getAttribute("fieldname").getValue();
As per my knowledge CRM v9.0 has deprecated Xrm.page.getAttribute. So can any one whats the alternative way to read data from the current form in HTML webresource.
Regards,
Sourav
Hi,
www.abc.com/api/data/v8.0/EntityDefinitions(LogicalName='task')/Attributes
Using above URL I'm getting all attributes of a task by logical name in ONPREMISES but it gives me an error.
{
"error":{
"code":"","message":"Bad Request - Error in query syntax.","innererror":{
"message":"Bad Request - Error in query syntax.","type":"Microsoft.OData.Core.ODataException",
"stacktrace":" at Microsoft.OData.Core.UriParser.Metadata.ODataUriResolver.ResolveKeys
(IEdmEntityType type, IDictionary`2 namedValues, Func`3 convertFunc)\r\n
at Microsoft.OData.Core.UriParser.Metadata.AlternateKeysODataUriResolver.ResolveKeys(IEdmEntityType type,
IDictionary`2 namedValues, Func`3 convertFunc)\r\n
at Microsoft.OData.Core.UriParser.Parsers.SegmentArgumentParser.TryConvertValues(IEdmEntityType targetEntityType,
IEnumerable`1& keyPairs, ODataUriResolver resolver)\r\n
at Microsoft.OData.Core.UriParser.Parsers.SegmentKeyHandler.CreateKeySegment(ODataPathSegment segment,
KeySegment previousKeySegment, SegmentArgumentParser key, ODataUriResolver resolver)\r\n
at Microsoft.OData.Core.UriParser.Parsers.SegmentKeyHandler.TryCreateKeySegmentFromParentheses
(ODataPathSegment previous, KeySegment previousKeySegment, String parenthesisExpression,
ODataPathSegment& keySegment, Boolean enableUriTemplateParsing, ODataUriResolver resolver)\r\n
at Microsoft.OData.Core.UriParser.Parsers.ODataPathParser.TryBindKeyFromParentheses(String parenthesesSection)
\r\n at Microsoft.OData.Core.UriParser.Parsers.ODataPathParser.TryCreateSegmentForNavigationSource(String
identifier, String parenthesisExpression)\r\n at Microsoft.OData.Core.UriParser.Parsers.ODataPathParser.
CreateFirstSegment(String segmentText)\r\n at Microsoft.OData.Core.UriParser.Parsers.ODataPathParser.
ParsePath(ICollection`1 segments)\r\n at Microsoft.OData.Core.UriParser.Parsers.ODataPathFactory.BindPath
(ICollection`1 segments, ODataUriParserConfiguration configuration)\r\n at Microsoft.OData.Core.UriParser.
ODataUriParser.Initialize()\r\n at System.Web.OData.Routing.DefaultODataPathHandler.Parse(IEdmModel model,
String serviceRoot, String odataPath, ODataUriResolverSetttings resolverSettings, Boolean
enableUriTemplateParsing)\r\n at System.Web.OData.Routing.DefaultODataPathHandler.Parse(IEdmModel model,
String serviceRoot, String odataPath)\r\n at Microsoft.Crm.Extensibility.OData.CrmODataPathHandler.Parse
(IEdmModel model, String serviceRoot, String odataPath)"
}
}
}
can anybody suggest me what is a concern here?
Multi-Select Option Set should filtered based on text entering in text field, it should be a custom filter.
Hello,
I've been looking for a way to get the result of the JSON-RPC for a while, without having to interface with PHP. Preferably via AJAX via jQuery for your own web app.
It hapert already when simply calling the 'RpcInfo.GetServerSettings'. Although I get back a 200 status, but the body is 'undefined'.
With the PHP API, I get the right information, so I think something is wrong with the request.
LOGIN DATA and HOST were masked for security reasons!
const md5 = require('md5');
const request = require('request');
const btoa = require('btoa');
var url = 'https://MyHOST:443/json/',
user = 'MyUSER',
pass = 'MyPASS',
uniqueID = md5('My-app' + Date.now());
require('ssl-root-cas').inject();
request.post({
method: 'post',
uri: url,
headers: {
'Authentication': 'Basic ' + btoa(uniqueID + '-' + user + ':' + pass),
'Content-Type': 'application/json'
},
json: true,
body: JSON.stringify({
version: '1.1',
method: 'RpcInfo.GetServerSettings'
}),
rejectUnauthorized: false
}).on('response', function(data) {
console.log(data.statusCode, data.body);
})Have I forgotten some permissions, or is there a missing parameter in the header for the request?
Authentication seems to work, otherwise I would certainly get no 200er. Or is that technically not possible to get the response via Ajax correctly?
Does anyone have an idea here, or am I wrong here?
I would be glad about a short feedback.
Hi All,
Below is my code for creating fields in SharePoint List, it is creating field in SharePoint List, but along with that it is throwing error "Input string was not in a correct format"
private string SendODataJsonRequest1(string url, Dictionary<string, string> headers = null)
{
try
{
string req = "{'__metadata': { 'type': 'SP.Field' }, 'Title':'Facts4', 'FieldTypeKind': 2 }";
byte[] requestContent = !String.IsNullOrWhiteSpace(req) ? Encoding.UTF8.GetBytes(req) : null;
Uri uri = new Uri(url);
HttpWebRequest request = (HttpWebRequest)HttpWebRequest.Create(uri);
if (request.CookieContainer == null)
{
request.CookieContainer = new CookieContainer();
}
CookieContainer cookieContainer = GetCookieContainer();
foreach (Cookie c in cookieContainer.GetCookies(uri))
{
request.CookieContainer.Add(uri, c);
}
HTTPResponseData resData = SendHttpRequest(
uri,
"POST",
"application/json;odata=verbose;charset=utf-8",
requestContent,
request,
headers
);
return Encoding.UTF8.GetString(resData.Data, 0, resData.Data.Length);
}
catch (Exception ex)
{
}
return "true";
}
Any Suggestion will be Mark as Verified.
Best Regards,
Shahbaaz
Hi All,
How to get OwnerId in plug-in and work-flow activity in CRM.
any idea ?
Thanks
Hi - Is there a way to force the system to create a new record when you click the lookup button (instead of having the lookup appear then having to click new)? I know you can achieve this functionality via the sub-grid by making the 1:N relationship required. Haven't had any luck on the look up field, if its even possible...
Hi CRM experts,
We require to add a new sub-grid to opportunity form with following fields.
- Designation (lookup field)
- Response field (Text field)
So far I've managed to customize opportunities form to below level (New sub-grid is on the center column).
I've used a view created in opportunity entity as source
But it doesn't allow to add multiple responses against an opportunity. How should we customize to achieve below requirement.
Ideal scenario would be as following.
1) An user create a new opportunity
2) Select respondents from a look-up list and enter their response in a text box
Scenario: On our opportunity form we have an Account lookup field. We want to pass this value to the new contact form.
We also have a contact lookup on the same form, when the user selects the New button from the contact lookup window, can I pass parameters from the current form to the new contact form? If so how would this be accomplished?
Here is an image of the button I want to pass parameters to, from the form the lookup field is on:
Thanks for any help or ideas.
Hi,
We have implemented custom html page in D365. In that page, our customer has asked search functionality similar to advanced find and based on the advanced find condition, we need to show the results in the html page.
I have two ideas to implement this functionality. But not sure whether those are possible.
Please let me know whether these are possible. Also, if you have any suggestions, please let me know.
Thank you,
Nithya
You can think of our company as a temp agency. Within CRM we have a company record, a contact record, a temp record, a job record, and a candidate record. Each company has a contact, each contact has a job. Each temp that we could place has a temp record, and when we add a temp as a "candidate" for a job we create a candidate record. The candidate record is the linkage between then temp and the job.
Currently, we can only add one temp to a job record at a time. Sometimes, we have candidate lists (i.e. the list of possible temps to fill a role) that are in excess of 40 or even 50 candidates. Adding that many records one at a time is seriously detrimental to our business. Has anyone encountered this type of situation before, and is there a readily available solution?
Hi, how do we customize the drop down menus associated with account & contact
I am trying to install a solution and it gives an error:
The import of the solution XXXX failed. The following components are missing in your system and are not included in the solution. Import the managed solutions that contain these components (msdyn_service(9.0.5.37) and the try importing the solution again.
"Organisation (All Organisations) / All organisations / view / msdyn_service (9.0.5.37) / organisation"
But my source environment doesn't include this solution msdyn_service(9.0.5.37) in the first place.
I can't delete the view in the original solution as its managed. Any ideas please?