hi
i want to change UI of date time in Microsoft dynamics crm 2015
3 component is showing date time
1. grids
2. fields
3. date time picker
and ... every where is showing date time (i do not want to change db data) Only change what last showing to client !
i want to change the code and UI like jalaly month or an other date picker . pleas help me .
Best Regard
Mani
Hello,
I want to install CRM on-prem, am not expecting there to be a solution to but thought i ask.
Scenario : Is there any open source CRM database I can download to populate a CRM instance for data to work with. More like Northwind and Adventure for SQL ?
Thanks,
Hi,
I am working in the account form. I need to put the value of my variable "str" in the search field as shown below in the picture. So I put the text "TESTACCOUNT" in the variable "str", no issues there.
The issue is getting the var str in that search box. So my goal is to filter the records according to str value.
I have tried the following 2 javascript lines but have no luck with either.
1. Xrm.Page.getAttribute('ShipmentReportsInformation_findCriteria').setValue(str)
2. document.getElementById("ShipmentReportsInformation_findCriteria").value = str;
Any idea on how to achieve this?
Kind regards
Hi,
when exporting opportunities as Dynamic PivotTable in Dynamics CRM 2016 On-Premise the dates are exported in the US format (MM/DD/YYYY) but my excel perceives the dates as little-endian (DD/MM/YYYY).
This causes the issue that some dates are not seen as dates and others are wrong. Example:
I would think this is an excel issue, however, Dynamic Worksheet exports and Static Worksheet exports work perfectly fine!
Is there a way to solve this issue?
Thanks for any help,
Jonas
I just wanted to get an idea of how other people used orders and invoices in CRM.
At my organisation people kind of treat them as the same thing. An order is raised when someone is buying something from us and for 80% of those orders we raise an invoice to post to them. For the other 20% they have already paid via another system so no invoice is required.
Now technically, the order represents someone agreeing to buy a service from us and the status reasons can say when we fulfil this order. The invoice is regarding the payment of this service. You could change the status of an order to fulfilled months before the associated invoice is changed to fully paid.
In my system when an invoice is paid we would want the status to change to fully paid but there is a requirement to change the status of the associated order from invoiced to fulfilled. Is that how others would do this?
The default status and status reasons for an order don't seem correct. I could have an order that is invoiced AND fulfilled but I need to choose one.
Can people explain what their definitions of order and invoice are and the route through the status/status reasons they take and which reasons trigger changes to other statuses.
Hi.
Within the Helpdesk on the portal I need to be able to allow contacts to access cases for specific accounts other than just their own parent account.
Now I can't seem to find a way to do this, so my next option was to create a many-to-many relationship between case and contact (maintained via plugins) and link the contact to the relevant cases in this way.
I can't seem to find a way of using the defined M:M CRM relationship in the entity permission records though. is this possible?
Alternatively I tried creating a custom entity containing lookups to Case & Contact (essentially mimicking the M:M relationship described above which would also be maintained using plugins).
I then created 2 entity permission records - the parent one on this new entity linking from the contact.
The child one defined against the case entity using the parent permission.
I thought this would allow the contact to see any case records defined in the new custom entity but again this hasn't worked.
Is there some way to get this working using Entity permissions?
Essentially what I am trying to achieve is...
Contact Joe Bloggs has Account A as his parent account (the out-of-the-box entity permission allows him to correctly see all cases for this account).
But I need to be able to define that he also sees cases for accounts B and C.
It doesn't matter if I have to do some work in plugins to link the contact to the relevant cases to get it to work, as long as I can satisfy the requirement.
Thanks in advance for any assistance.
Please assist with the following error message I am getting with regards to CRM installation.
Error message below. It specifies that the website is not available, though I have installed IIS on windows server 201 r2.
Hi,
Im trying to fetch a case's associated custom entity 'productset' 's subgrid record by using a fetch xml. For which i am getting exception as invalid xml. The xml query is:
string fetch3 = @"
<fetch mapping='logical'>
<entity name='new_productset'>
<attribute name='new_productsetid' />
<attribute name='new_name' />
<attribute name='createdon' />
<filter type='and'>
<condition attribute='new_associatedcase' operator='eq' uiname='"+objContext["title"].ToString()+@"'uitype='incident' value='"+caseorderId.ToString()+@"'/>
</filter>
</entity>
</fetch>";
The plugin step is on update of case record post operation
I'm working on system workflow
I have Account entity and two custom entities are associated with it.
While I'm creating Contact and parent as Account then I need to create a account related custom entities records in contact
(Custom entity 1 and custom entity 2)
Can someone Please suggest me how to achieve this.
Thanks,
Hi,
I am working on MS Dynamics CRM 2016 integration using SOAP. I was trying to execute WHOAMI request but getting InvalidSecurity error with NTLM authenticaion via SOAP UI.
InvalidSecurity : An error occurred when verifying security for the message.
Please find my soap request snippet here:
POST xxxxxxxx/.../Organization.svc
<env:Envelope xmlns:env="http://www.w3.org/2003/05/soap-envelope" xmlns:wsa10="http://www.w3.org/2005/08/addressing">
<env:Header>
<wsa10:Action env:mustUnderstand="1">schemas.microsoft.com/.../Execute</wsa10:Action>
</env:Header>
<env:Body>
<Execute xmlns="schemas.microsoft.com/.../Services" xmlns:xsi="www.w3.org/.../XMLSchema-instance">
<request xsi:type="crmtns:WhoAmIRequest" xmlns:crmtns="schemas.microsoft.com/.../Contracts" xmlns:xrmtns="schemas.microsoft.com/.../Contracts">
<xrmtns:Parameters xmlns:scg="schemas.datacontract.org/.../System.Collections.Generic"/>
<xrmtns:RequestId xsi:nil="true"/>
<xrmtns:RequestName>WhoAmI</xrmtns:RequestName>
</request>
</Execute>
</env:Body>
</env:Envelope>
Content-Type: application/soap+xml;charset=utf-8
Accept: application/soap+xml
Am I missing something here?
is it possible to mapp subgrid entity in different record
Could someone please suggest me how can I retrieve values irrespective of their datatype? Thanks in advance.
static void UpdateField(IOrganizationService orgService, string entityName, Guid entityId, Entity rollupEntity, Dictionary<string, KeyValuePair<string, string>> attributes)
{
Entity _entity = new Entity(entityName);
_entity.Id = entityId;
foreach (var attr in attributes)
{
//_entity[attr.Key] = rollupEntity.GetAttributeValue<AliasedValue>(attr.Key);
if (attr.Key == "id")
{
_entity[attr.Key] = rollupEntity.GetAttributeValue<string>(attr.Key);
}
else if (attr.Key == "agreementdate")
{
_entity[attr.Key] = rollupEntity.GetAttributeValue<DateTime>(attr.Key);
}
}
orgService.Update(_entity);
}We are sharing access to specific Leads/Opportunities with users.
When that user is granted access to a Lead, we'd like it to carry forward to the Opportunity when that lead is qualified. Currently, if a user who has been shared access to a Lead attempts to view the corresponding Opportunity (via the Business Process Flow), they will receive an access denied error until the corresponding Opportunity is also shared with them.
Is there any way to have this opportunity record shared automatically in CRM?
Thanks!
Is there a way to attach a document to a note using an IPAD? Currently, it is only showing the camera roll but we need to be able to attach actual documents.
My marketing team needs to generate a marketing list based off industry. In this list they want all contacts that are part of certain industry. I can easily get all primary contacts however unable to get all related contacts. Am I missing something or is this a limitation of CRM Online. Please advise.
Good Day,
Ultimately I'm trying to create an e-mail via a workflow that will include two links to a related record: One that will open the record in Web CRM (that's easy) and a second that will open the record in the Mobile App (either Tablet or Phone).
I've been able to generate "deep links" using a CodePlex tool HERE and also from the Tablet App. I'm using CRM 2016 Online - the latest version.
I have had no luck on an Andriod Mobile Phone using either the native e-mail app or outlook app getting deep links to work - either creating one or opening one.
On the phone in the Dynamics CRM (For Phone) app if I select a record and "Share Link" and e-mail the link from and to an e-mail set up account on my phone the deep link is not functional on the phone. On the draft e-mail that is created only the text is shown ("Record Title/Name (Web Link) and a link is not actually created.
On the tablet app if I select a record and "Share Link" and e-mail the link from and to an e-mail set up on my tablet I can launch the tablet app. Using that same e-mail link on my phone the Phone App will not launch.
Even if I hard code a URL into an e-mail like this: ms-dynamicsxrm://?pagetype=<VALUE>&etn=<VALUE>&id=<VALUE> the mobile phone app is still not launched.
The fact "Phone" is specifically called out here and is available to send a link from the phone app tells me this is supported/should work. Has anyone out there had any luck with Mobile Phone App Record Linking?
Thank-you,
CRMKonrad
When trying to export to Dynamic Pivot Tables get an error "We can't sign you in".
1. I have disabled all the check boxes in "Trust Settings"
2. I have given permission of Export to Excel to the role
Hello Team,
We are using Dynamic crm 2015.
in the outofbox address field comes like a set which includes the street1,street 2, street 3, city, state and zip.
In the state field I would like to show this as an option set but we cannot change the datatype for the outof box state field.
If I add a new field I will be loosing the outofbox feature to show the address a composite key ( single box)
Any help or guidance in achieving this is highly appreciated.
Thanks,
Jeevan
Has anybody found a solution to the following problem -
A tab called tab_1 is in a managed solution and deployed to our TEST environment.
Later tab_1 is renamed to tabMeaningful (or deleted and readded with the new name) and then deployed again to TEST.
The result is the form shows both tab_1 and tabMeaningful.
I understand this is because of the layering logic of managed solutions.
Note: it also happens with subgrids and ribbon buttons.