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Workflows to Limit Prospects to just 1 Campaign Automation?

April 3, 2018, 10:41 am
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Hi forum,


I have CRM 2015 with Clickdimensions, and i'm hoping to limit my campaign automations to 1 per visitor at a particular time. Currently, every time someone downloads one of our resources ( we have almost 90) they're entered into a drip marketing campaign, about 30 days long with a few different emails depending on their interactions. The problem i'm facing is that often people download many different assets, and some can be in the same category, meaning they receive various of the same emails.

Is there a workflow where I can limit this in some way? Thanks so much!

I just want to make sure we're not spamming people.

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get amount field value from price list item

April 3, 2018, 10:55 am
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Hi, I am trying to get amount field value from price list, but I keep getting "Object reference not set to an instance of an object", I am sure it contains value, what else I am missing.

price.GetAttributeValue<AliasedValue>("ad.amount").Value.ToString()


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Which trigger first Synchronous Plugin or Synchronous Workflow?

April 3, 2018, 10:57 am
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Which trigger first Synchronous Plugin or Synchronous Workflow?

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Workflow triggering twice

April 3, 2018, 10:59 am
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Hi,
Created a workflow On Change of Field "Review Trigger Reason" 

Condition is as:

If "Review Trigger Reason" field is update..It will run the workflow
1. It will check the condition "Review Trigger Reason" is contains data or not..If yes then it will go to next step
2. Then create a Annual Review Record
3.Again it will check the condition and Clear the field "Review Trigger Reason" .

When Field get Clear then it triggers the workflow again and passes all the condition .Then the workflows when runs for 3rd times it will get succeeded with step 1.

Not sure why it is triggering for 2nd time.when checks on System jobs it will show 3 times.

Is someone help me on this.thanks

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sharepoint document folder

April 3, 2018, 11:48 am
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Hi, I am wondering when creating an account or contact,  the sharepoint document folder will be automatically created? I have set the default document folder

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Help to Find /Do Updates in Microsoft Dynamics 2016

April 3, 2018, 12:28 pm
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Hello there!

I'm making this post for have a "organizated post" about this topic.

I'm working with Dynamics 2016 (On Premise) V8.0.0.1095 in ESP (Not ENU)

In others post I've read that I need Dynamics 2016 (On Premise) V8.2.2 to fix the "White Notes" in Google Chrome (and maybe others issues that I don't see yet).

My problem is that afther hours in searching the donwloads links in espanish vertions to Update 2.2 I get the follow error : "This machine don't have Dynamic Server 365" ; and the Users from this comunity told me that to install V8.2.2 I need the V8.2.0 named in others ways "Dynamics 2016 Update 2 (Pack 2)" and afther 3 hours (yeah.... because alls links transfer me to Update 2.2 or Update 2 ENU) but it gave me the same error.

My dude is

1)"Any can post me the steps to update it from V8.0.0 to V8.2.2 and their links in ESP?"

2) "How I can make sure that I've the °server° installed in this machine?"

Thanks

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moving existing CRM ADFS servers

April 3, 2018, 12:57 pm
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Hello All,

I am reading up on a lot of details what to do with ADFS servers but noone really concentrating on the CRM2011 side. Any suggestions on concerns and better prepare for from other experiences when moving CRM2011 ADFS server to a new ADFS server? Thanks.

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Search Opportunity by Email Address

April 3, 2018, 12:57 pm
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I have a requirement where user want to search opportunity by Email Address

 

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ESS Portal Article url no value

April 3, 2018, 1:27 pm
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Hello there,

Just wondering how come {{article.url}} has no value showing tho Was able to get the {{article.content}}

Regards,

Romark

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Dispersing Campaign Activities without email addresses

April 3, 2018, 2:25 pm
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Hi All,

Our business recently upgraded from Dynamics CRM 11 to 365 Cloud. During the upgrade we identified a change/issue with campaign activities.

Issue: When distributing campaign mailing activities, the activities are failing to appear in the contact records as the contact does not have a valid email address. Our users do not send out any emails from Dynamics and are only looking to add bulk activities (with tracked responses) for physical mailings that have been sent out

  • We are utilizing a Letter Activity
  • The email server is in no way configured for this version of Dynamics
  • As this is a physical mailing, email address is often blank for the contacts

It seems in 2011, the system would alert that the contact may not have gotten an email, but would still enter the activity into the record. The users are looking to replicate this as closely as possible.

It is required by our marketing department that we track both the items sent out and the responses received which is why campaigns were utilized.

End Goal: Bypass the requirement for email address/bulk email allow when sending out a campaign activity

Thank you!

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Qualifying a lead and creating only a contact (not a opportunity as well)

April 3, 2018, 3:04 pm
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I am wanting to have leads be converted to contacts when I qualify them, but I do not need an opportunity created. How can I do this? 

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Creating a relationship to entities without a lookup

April 3, 2018, 4:01 pm
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Hi everyone,

I have transactions from a 3rd party system I need to bring into CRM. I have my custom entity to hold these records but it is related to another entity through a string field. How can I relate these two entities 1:N without using a lookup? I have tried creating multiple relationship types but unable to do so without a lookup field.

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Dyn365 Unified vector entity icon incorrect on list view

April 3, 2018, 4:36 pm
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Using new SVG vector images for unified interface display of entity icon is incorrect for list views. Please advise on removing circle cropping?

using true vector image 16x16.

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Asynchronous workflow is not working in CRM 2013

April 3, 2018, 5:54 pm
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Hello Experts,

I need your help to solve the below mentioned situation.

In our current project we have front end server and backend server for CRM 2013.

1] My front end server is (Web application server) here we have CRM with web application server,organisation web service and discovery service.

2] Back end server has asynchronous service, email integration service and deployment administrator server.

Situation : Today by mistake I uninstalled dynamic CRM 2013 setup from backend server. due to which my components of Backend server ( refer point 2) got deleted.

We reinstalled the CRM 2013 server again and we reviewed that my asynchronous services are up and running. However the asynchronous workflows are not working after this installation.

Requesting you to kindly suggest me the path forward to get this asynchronous workflows working.

Thanks in advance

Best Regards

Swap

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UPDATE ENTITY USING ANOTHER ENTITY

April 3, 2018, 6:01 pm
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Hi;

I am trying to find ways how to update an entity when another entity has been updated in our CRM 2011 on premise.

I have a main form/entity called Collection Order form and under Collection Order form I can create another form which is called Job Order form. In the Job Order Form, I have a field named SDR Number which is automatically field up by a script when the Job Order Status has been change and saved. 

Now what I want is when the SDR Number has been generated in the Job Order Form, I want the same SDR Number to be copied to the same field under the Collection Order where the Job Order was created.

I already tried to this using workflow but unfortunately the SDR Number field under Collection Order is not appearing in the choices in fact I cannot choose any of the fields under collection order form when create the workflow under Job Order Form

Please advice thanks in advance.

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Tips For using Linq in Dynamic CRM

April 3, 2018, 7:57 pm
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For those who want to use Linq in Dynamic CRM plugin.

CrmOrganizationServiceContext which was reference of Microsoft.Xrm.Sdk.Client no longer use in MSCRM 2016


So to use this in MSCRM 2016 you need to open NuGet : 
1.  install Microsoft.CrmSdk.CoreAssemblies
2.  using Microsoft.Xrm.Sdk.Client
3.  OrganizationServiceContext 

And Linq is better than Query Expression when retrieving the huge data
Query Expression Data Limit = 5000;
Linq can retrieve the data you without data limitation.



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Cannot mapped industry field in import data wizard

April 3, 2018, 8:39 pm
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Hi,

I need to map my "Industry" in my excel file but I cannot find it in the list of fields

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Can I change the Dynamics 365 tablet application icon

April 3, 2018, 9:22 pm
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Hi,

It seems a little bit silly but I have a requirement to change the icon of the Dynamics 365 app for tablet for an IFD instance of my on premise project.

Does anyone know if this possible?

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One outlook client. Two Dynamics CRM connections/two accounts

April 3, 2018, 10:54 pm
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Im from a marketing agency. 

For two of our clients we have been given email addreses which connect to their respective exchange servers and which we use on a daily basis.

eg
Myname@client1.com

Myname@client2.com

We use a single outlook client to connect to both of those email addresses (and also our agency exchange account emails).

Now both of these clients want us to connect to their Dynamics CRM. (im assuming Dynamics online)

So can we do this? and will the tracking be seperated by account.
Eg

MyName@client1.com will connect to client1s Dynamics CRM and track only their emails/contacts.

MyName@client2.com will connect to client2s Dynamics CRM and track only their respective emails/contacts etc

And we need to use our agency email account which should not be tracked at all. This all needs to be done from one outlook desktop client..

Supplementary question.

How would this work with the android outlook ap? Because we currently connect to all three email accounts from the one outlook app.

Obviously we dont want any data shared between clients or given to the wrong client.

Thanks in advance.

Im a tech novice so please dont use big words :)

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Field service for On prem CRM 2016

April 3, 2018, 11:01 pm
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Hi all

could you tell me if i can have field service features on our on prem CRM 2016 server?

its been a long time since field service is available on online CRM but how about on-prem?

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