Hi
We are upgrading from v.8.2 to 9 version of CRM online. We have lot of j script code binded with XRmservicetoolkit.js for making soap calls. Is there any updated version of the library available ?
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XRMServiceToolkit for CRM 365 V9
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Dynamics 365 Marketing Forms File Upload Field
Our client will start using Dynamics 365 Marketing Application and they want to utilize marketing forms. They want to have file upload fields within these forms. I think it's not possible out of the box but wanted to check if there is a workaround?
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How to Update the records in CRM from excel by using Plugin.
Hi All,
I have a scenario to update the records in crm from excel by using Plugin.
Thanks in advance
Regards,
Narendra
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How to get value in text box using option set
Dears
How to get value in text box using option set,i need java script for this ,please help me for this
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How to set a Quote in Active State with CWA
Hi everyone,
I wrote a CWA to help bulk edit records, regardless their state.
Everything works fine exept for active quotes. If a quote is active and in progress, I put it in draft state, do the update and try to reactivate it via C# code:
SetStateRequest state = new SetStateRequest
{
State = new OptionSetValue(attribStateCode), //1
Status = new OptionSetValue(attribStatusCode), //1
EntityMoniker = entRef
};
service.Execute(state);
The error message I get is quite confusing:
1 is not a valid status code for state code QuoteState.Active
Because statuscode 1 == In Progress.
Does anyone know what I am doing wrong?
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Using On-Premise data in RSS or XML feed to external website
Hi All
I have been asked to look at providing a very small subset of our On_Premise CRM2016 data available to an external site using RSS or XML.
As its none sensitive data there is no security needed, as long as only the data we want can be exported.
Any ideas?
Thanks
Wayne
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System Update schedule diapered
Hi
any one had the issue that his update schedule gone, today it was scheduled to update production instance, but suddenly the update is gone and there is now schedule, i receive last week confirmation email that 7 days until the update and i'm the only admin so no one can change.
is this common?
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Cast EntityRefernce to Guid to update an Entity
Hi
I'm getting an EntityReference back from a newly created contact in-order to then use that to update another Entity but I can't cast the EntityReference to a Guid.
Please help.
' get primary app id from the new contact Dim contact2 As Entity = New Entity("contact") contact2 = service.Retrieve("contact", contactid, New Query.ColumnSet(True)) Dim gAppRefAs Guid = New Guid() gAppRef= contact2("tri_primarystudyapplicationid") ' Update the app record using the Primary App id Dim app As Entity = New Entity("tri_studyapplication") app = service.Retrieve("tri_studyapplication", gAppRef, New Query.ColumnSet(True)) app("new_advert_group") = txtAdGroup.Text app("new_advert_campaign") = txtAdCampaign.Text app("tri_enquirycomments") = txtComments.Text service.Update(app)
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Updating dependent fields
I have two fields on my contact form country and its manager. Both are the lookup fields. I have a countrymanager table where i have values stored as Country as its associated manager. Like for United States->Manager1 and Canada->Manager->2.
Now i have a requirement that when person select country its manager is also selected.
Can you guide me how to achieve the same?
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Validate whether an attachment is present or not while saving the entity record
Hi All,
I have a scenario where I want to validate whether at least one attachment is present or not before saving the record. While saving, if attachment is not present, then it should stop the user from saving the record giving an alert popup.
If attachment is there, it should read the file and should create the record in the annotation entity.
Generally, the notes section which is used in MS CRM entities, will be enabled only after saving the record. However, I have to attach a file and do validation after the document has been uploaded before saving.
Note: I have the code to create the annotation record when file is validated after saving the record.
Awaiting your responses and valid suggestions!
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Related work orders is blank when Customer asset > Convert to Customer asset is Yes
Hi,
I performed the steps below:
1. Created Product and marked YES in Convert to customer asset under Field Service tab
2. Convert Opportunity to Work Order
3. Product is automatically populated.
4. Schedule Work order
5. Product is used; Work Order is completed
6. Changed status to Closed-Posted
Result: Customer asset is automatically created with the same name as the product name
ISSUE: There is no related work order when I browse through the system created customer asset.
Can anyone please help me? Did I miss something?
Thanks!
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Email Notification when user reopens an opportunity
Hi,
I would like to know if anyone knows how to be notified when someone reopens an opportunity.
Thanks a lot!
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Security roles: delete notes and activities owned by other users
Good afternoon,
i have a question related to security roles.
I have an entity named "X", that have Notes and Activities.
I have set the security role so that users can delete only their Note and Activities.
The situation is the following:
- If i'm the user A and i'm owner of "X" entity, I'm able to delete my own Notes and Activities and also Notes and Activities owned by user B, C, D, E....
- If i'm the user A and "X" entity is not owned by me, i can't delete Notes and Activities owned by other users, but i can delete only mine.
The question is: is there a way to avoid that user A, owner by "X" entity, can delete associated Notes and Activities owned by user B, C, D, E?
I'm sorry for my bad english :)
Thank you in advance.
Axel
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Best practice when using C# with Custom Activity Forms
I created a Custom Activity that includes 3 Forms. When I create a new Activity, it displays a Form that is not ideal to say the least. I can add a new Tab to the Form, but I can't get rid of Controls or edit the General tab using C# code. I did figure out how to Disable a Control using C#, but the Control is still visible.
Form created by new Custom Activity.
XML of Form above.
<form>
<tabs>
<tab verticallayout="true" id="{4bb16a6a-31ad-4cc3-89d9-0f5c0ce1513b}" IsUserDefined="1">
<labels>
<label description="General" languagecode="1033" />
</labels>
<columns>
<column width="33%">
<sections>
<section showlabel="false" showbar="false" IsUserDefined="0" id="{c8ae51d8-372a-400c-b84e-f902a2556435}">
<labels>
<label description="General" languagecode="1033" />
</labels>
<rows>
<row>
<cell id="{12bb5f80-fe02-4c94-bdb6-d1f2698a2a71}">
<labels>
<label description="Subject" languagecode="1033" />
</labels>
<control id="subject" classid="{4273EDBD-AC1D-40d3-9FB2-095C621B552D}" datafieldname="subject" />
</cell>
</row>
<row>
<cell id="{2a9fcaf8-9dfc-4be7-8796-41eb5ed21680}">
<labels>
<label description="Owner" languagecode="1033" />
</labels>
<control id="ownerid" classid="{270BD3DB-D9AF-4782-9025-509E298DEC0A}" datafieldname="ownerid" />
</cell>
</row>
<row>
<cell id="{db978cab-ae1b-4b10-a7dd-4d51c2bf90f1}">
<labels>
<label description="Regarding" languagecode="1033" />
</labels>
<control id="regardingobjectid" classid="{F3015350-44A2-4aa0-97B5-00166532B5E9}" datafieldname="regardingobjectid" />
</cell>
</row>
</rows>
</section>
</sections>
</column>
<column width="66%">
<sections>
<section showlabel="false" showbar="false" id="{bef99b59-4504-49ab-ada6-d1a3d486dafb}" IsUserDefined="0" height="auto">
<labels>
<label description="Notes" languagecode="1033" />
</labels>
<rows>
<row>
<cell showlabel="false" rowspan="15" auto="false" id="{ec6122ad-cbe9-4a39-8206-8abe1fd7d4f1}">
<labels>
<label description="Note Text" languagecode="1033" />
</labels>
<control id="notescontrol" classid="{06375649-c143-495e-a496-c962e5b4488e}">
<parameters>
<DefaultTabId>NotesTab</DefaultTabId>
</parameters>
</control>
</cell>
</row>
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row height="auto" />
</rows>
</section>
</sections>
</column>
</columns>
</tab>
</tabs>
<header id="{e4f23238-c7f0-48e0-a05b-5d45cbf8019e}" celllabelposition="Top" columns="1111" labelwidth="115">
<rows>
<row>
<cell id="{4af19ef2-9557-4baa-8603-4d3d3411b6a8}">
<labels>
<label description="Priority" languagecode="1033" />
</labels>
<control id="header_prioritycode" classid="{3EF39988-22BB-4f0b-BBBE-64B5A3748AEE}" datafieldname="prioritycode" disabled="false" />
</cell>
<cell id="{c576970e-fdf3-4580-9741-359efb7c800a}">
<labels>
<label description="Due Date" languagecode="1033" />
</labels>
<control id="header_scheduledend" classid="{5B773807-9FB2-42db-97C3-7A91EFF8ADFF}" datafieldname="scheduledend" disabled="false" />
</cell>
<cell id="{a28f5773-dc63-4086-8897-024285249534}">
<labels>
<label description="Activity Status" languagecode="1033" />
</labels>
<control id="header_statecode" classid="{3EF39988-22BB-4f0b-BBBE-64B5A3748AEE}" datafieldname="statecode" disabled="false" />
</cell>
<cell id="{e84997f0-6c1d-449a-9ef1-c95262fa7621}">
<labels>
<label description="Owner" languagecode="1033" />
</labels>
<control id="header_ownerid" classid="{270BD3DB-D9AF-4782-9025-509E298DEC0A}" datafieldname="ownerid" disabled="false" />
</cell>
</row>
</rows>
</header>
</form>
Note: If using this Form, I would like to remove the Notes Control, add more Controls to the General Tab
and move the Priority, Due Date, Activity Status etc... to the first column.I've can also create a new Form the way I want it using C#, but I can't figure out how to make the Activity use the new Form using C#. I've tried deleting the existing Form and setting IsDefault to true on the new Form, but that doesn't work. I get an error when I try to create a new Activity.
I've also tried updating the existing Form with new FormXml, but when I try to create a new Activity, I get an error.
What is the best method or approach to this problem.
1) Create a new Form that loads when a new Activity is created. Delete the old Form.
2) Edit the existing form
I've used plugins that seem to be able to create and use custom Forms, so I know it's possible.
If possible, please provide code snippets with your response. Any help is much appreciated. Thanks!
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Order line Item Product name change
Good day,
We have a workflow that creates orders with a line item product name AC Tradeshow. When the line item is created we would like to update the product name to AC Tradeshow - "(add the) Booth number".
Thank you in advance for your help.
Have a good day,
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Waiting system jobs won't resume
Hi experts, need your suggestion here. We got some workflows with waiting conditions in it. It will leave waiting condition when the condition is met. This works as expected. But sometimes even after the condition is met, it will continue to stay in waiting state(Wouldn't proceed forward). I have to manually pause and resume the workflow to continue it. Not sure why its not moving forward
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Need suggestion for Date is exceeded Confirm Decision Date field in close stage(opportunity), Update the opportunity.
Hi,
If the date is exceeded in the 'Confirm Decision Date' field in close stage(opportunity), and haven't marked whether the opportunity is own/loss,
a notification should be sent to the owner of the opportunity. i.e please update the opportunity(own/loss).
Thanks in advance.
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Filter lookup based on business Unit
Hi,
Let me brief first current scenario. We have customize lead entity by using Ribbon Workbench. When user click on new lead, a HTML window will come and ask to select Business Unit. Once user selected Business Unit . This below formula added on form properties.
*********************************************************************************************************************
function SetBUField() {
var BUName = window.parent.Xrm.Page.getAttribute("new_bu").getValue();
if (BUName != null) {
var req = new XMLHttpRequest();
req.open("GET",
Xrm.Page.context.getClientUrl() + "/api/data/v8.0/businessunits?$select=businessunitid,name",
false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var businessunitid = results.value[i]["businessunitid"];
var name = results.value[i]["name"];
if (name == BUName) {
var lookUpValue = new Array();
lookUpValue[0] = new Object();
lookUpValue[0].id = businessunitid.replace('{', "").replace('}', "").toString();
lookUpValue[0].name = name.toString();
lookUpValue[0].entityType = "businessunit";
Xrm.Page.getAttribute("new_businessunitid").setValue(lookUpValue);
}
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
}
//Function to Filter Market Segment
MarketSegmentFilterSearch = function () {
Xrm.Page.getControl("new_marketsegmentid").addPreSearch(function () {
AddPreSearch();
});
}
//Function to Filter Market Segment
AddPreSearch = function () {
var businessUnitId = Xrm.Page.getAttribute("new_businessunitid").getValue()[0].id;
if(businessUnitId != null){
var Filter = "<filter type='and'><condition attribute='new_businessunitid' operator='eq' uitype='businessunit' value='"+businessUnitId+"'/></filter>";
Xrm.Page.getControl("new_marketsegmentid").addCustomFilter(Filter, "new_marketsegment");
}
}
****************************************************************************************************************************
Above formula works fine.
We have created 3 custom entity (Market Segment, Product, Region) Each entity has 2 field (Name & Business Unit)
Issue happening here when we running multiple lookup filters, sometime it works properly some it doesn't.
Requirement : Once business unit selected, all the 3 custom entity should show only name related to business unit.
Please help !
Regards
Faisal
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SLA Bug Resolving Cases | Resolved By SLA Status Errors in Background Process
Using Dynamics CRM 2016 On-Premise version 8.2
We have a very simply Service Level Agreement (SLA) business map in operation for case management.
- In our success Criteria rule for Resolve By we have the criteria [Case Status Equals Cancelled;Resolved]
- The success action for this is to update the case and set the "Resolved By SLA Status" = succeeded
However, this never works. When we resolve a case and go back into the record, the case is now read-only but the "Resolved by SLA status" still says "In Progress".
When I look at the background processes associated with this record I can find the workflow map, but it remains in a waiting state. When you drill into that map you can see the key steps in the process have errored. The error is always in the same place... its the update case action that is trying to change the "Resolved By SLA Status" value.
At the top of the screen is the error "This case have already been resolved. Close and reopen the case record to see the updates".
It looks to me like the case is being resolved, marked as read-only, and then tries to change the value of the "Resolve by SLA status" which obviously isn't going to work.
Has anybody else seen this issue? Is it an error in the SLA Engine that needs reporting to Microsoft or is there something I've done wrong during implementation.
Any assistance gratefully received
Steve
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Action Required – Time-sensitive: Important Information About Your Microsoft Dynamics CRM Online Service
I have been receiving this mail a few times but I have no clue why! I dont know whats ACS or IF we are using it at all. If we are using then how can I check it?
Thank you in advance for any response!
We have detected an issue on your CRM online instance that we need your help to resolve. Action is required before August 15, 2018 to ensure your current CRM client component(s) that are installed in your environment using ACS for authentication will continue to run as expected. Description of the issue: Risk of not taking action: Action to be taken:
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