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The best way for users to self-update their contact information in CRM?

September 27, 2018, 9:00 am
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Hi community,

My organization is looking for a solution that would allow our clients to self-update their personal information in CRM. We are considering Microsoft Portals as the primary solution. The idea is for clients to log in to a portal where the record attached to their email in CRM would be displayed. After they make necessary changes, their record would be updated accordingly in CRM. Does anyone have experience of implementing a similar solution? What do you recommend? 


Thank you in advance! 

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How to run a business rule when Switching Processes

September 27, 2018, 9:38 am
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I would like to update the "Resolve By" field on cases whenever the user switches between different processes to default to a certain value specific to that process (like modified date + 1 day). However I don't want this business rule to run at any other time and it should only run when switching processes on the case entity.

Is that possible?

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Upgrade from V8.2 to V9

September 27, 2018, 12:30 pm
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Hi, I plan to upgrade version 8.2 to version 9. Except some JS deprecated functions, do I need modify the code for customized workflow & plugin to fit?

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Find the application ribbon that is dependent on a web resource and delete it

September 27, 2018, 1:56 pm
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I am trying to delete a webresource (JS file) that is there in the system. 

When I click on delete, it says there are some dependencies and when I click on the  details, it shows this pop up

This doesn't have the solution in which it is in or the parent entity.

In this case, how do I find the dependent Application ribbon and delete it?

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Need to clean up CRM 2013 on premise

September 27, 2018, 2:33 pm
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We have CRM 2013 on premise. I am trying to do some cleanup. There are about 6 users that are no longer with the company and their user was deleted from active directory. The person that I thought was taking care of CRM all this time was not keeping up with users that left the company and now his role in the company has been changed.

So, I need to clear those old users of any assigned records and then change the roles of the user that is not longer taking care of CRM to just a salesperson. That means I also have to change jobs and workflows that are owned by him.

So to start I am first trying to reassign records. The problem is the process never finishes. For example one user named Chuck I have ran it 4 days in a row and it never finishes.

Any help is appreciated.

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Workflows for Rollup Fields

September 27, 2018, 2:40 pm
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Having trouble finding a way to sync data from a custom 'Last Contacted' field on the Contact (a calculated rollup field based on 'Last Email' and 'Last Phone Call'), to the same field on an Account. It doesn't seem possible to use a rollup field to trigger a Workflow! Is there a better solution for this? We're trying to have all the Sales Reps use "Set Regarding" on activities ONLY for Contacts as opposed to Accounts, so it would be great to have this information sync with the Account page.

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Field Service questions on Pricing and 15 minute durations

September 27, 2018, 3:30 pm
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1. Is it not possible OOB to add 15 minute increments to duration? After 1 hour it goes to 30 minute increments...

2. I have a requirement that the first hour rate of $50 is ALWAYS billed, even if the work takes less than an hour. After the first hour, we bill at increments of 15 minutes. So, if the job takes 1.5 hours, the total should be $75.

I created a Field Service Price List item, set the minimum charge amount to $50. However when I enter duration of 1.50 hrs, it is totaling the $50 and then another $50 + $25, which equals $125. I need the total to be $75, not $125. How do I configure the price list item to reflect always a base charge of $50, but not adding it "twice" when duration is over an hour?

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Action Steps is suddenly deleted

September 26, 2018, 4:15 am
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I have an action on custom entity and after a while i go to add some steps i found that all steps are deleted and I have no backup for that from my current environment and i have another environment staging so when I get the solution from the other environment to the current containing the action with deleted steps it gives me the solution imported successfully but I cannot see any new in the action it still has no steps anyone can help me please on this 

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Is there a way for me to get a User record's timezone settings?

September 27, 2018, 8:35 pm
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Is there an out of the box field for User records which determines the Timezone set on their personal settings?

Let say I am User A and I would like to retrieve User B's timezone settings.

Any ideas?

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How to get the personal options Timezone settings of OTHER(not current logged-in) User

September 27, 2018, 8:50 pm
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Hi!

I know there's a way to get the personal option timezone settings of the CURRENT user but we need to query as well the settings from other users.

Basically this is because we need to send an email notification with 'Date and Time' field which should be based from OTHER users and not the current users' settings.

Any thoughts on how to achieve this? Thanks!

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Cannot Debug Custom Workflow Activity

September 27, 2018, 10:48 pm
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I am not able to debug my custom workflow activity. The steps are not loading on my Plugin Registration tool.

I am using Dynamics CRM v8.2 and the latest Plugin Registration Tool (Downloaded using Power Shell).

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Plugin to prevent customer can not check out more than 3 book at a time.

September 27, 2018, 11:10 pm
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Dears,
i have a book entity with attributes (check out (Two Option) , Contact (Lookup) )
Would You Please Suggest The Logic To Create plugin To prevent the creation of book record if the associate contact had checked out 3 times in different records . 
Thanks

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How to open an email from outlook by click of a button from Dynamics CRM form

September 27, 2018, 11:12 pm
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I have a requirement where i have to open an incoming email in outlook on click of a button from Dynamics CRM.

Any guidance or help is appreciated.

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Unit and Suggestions column not showing on the subgrid of Opportunity product entity

September 27, 2018, 11:21 pm
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Hi,

I created the following view of Opportunity Product entity : 

I get to see the below subgrid on CRM : 

and the below subgrid on Sales Hub app : 

So, in the Sales Hub, Unit and Suggestions column is not visible. Why is it so?

I even created another view with only Unit and Suggestions, I am able to see these column in CRM but not on Sales Hub. Is it the out of the box property of Dynamics 365 or a bug?

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Run reports and Print using Unified Interface

September 27, 2018, 11:24 pm
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How to add watermark, password protection to pdf files while downloading from dynamics CRM 365?

September 28, 2018, 12:02 am
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Hi All

I have a requirement from client to have watermarks, password protection in pdf files while they get downloaded in CRM application?

For example, I download a report within CRM in pdf format which should have watermarks, password protection.

Please suggest.

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Email attachments from signatures

September 28, 2018, 12:06 am
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Hello,

Does anyone know a solution how to hide or make CRM not to show inline images as attachments (for example logos in signatures which were inserted as images)?

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Sql error: 'Transaction (Process ID 184) was deadlocked on lock resources with another process and has been chosen as the deadlock victim. Rerun the transaction.

September 28, 2018, 12:36 am
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Hello Everyone!

I am using Workflow Scheduler solution which is available on git hub. In my scenario i want when user go to holiday so he assign his cases to another user and when he come back so his delegated cases again reassign to him. So i created 2 custom activities. In one activity cases are assigned to delegated user successfully when a holiday start date comes and in second activity cases are reassign to primary user when holiday end date comes. Scheduler workflow executes when record of "Recurring Process" entity creates. I am creating 2 records of "Recurring Process" entity. In first record of recurring process creation my cases successfully assigns to delegated user but when creates second record of "Recurring Process" so cases reassign to Primary user from delegated user but it does not work except some records. Because some cases assigned successfully to its primary user but on another cases following error occurred.

"Sql error: 'Transaction (Process ID 184) was deadlocked on lock resources with another process and has been chosen as the deadlock victim. Rerun the transaction."

Kindly Give me suggestion what i do? My activities are correct and i know this problem is occuring due to workflows which are executing parallel. So tell me how to resolve this issue?

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Calculation of today's date in yyyy-MM-dd format.

September 28, 2018, 12:49 am
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Hello Experts,

The below lines of code working fine in my JS Webresource function.But same is not working when i embed these lines in a function which is present in an html file .


var d = new Date();
var DateJour=new Date(d.getFullYear(),d.getMonth(),d.getDate(), 0, 0, 0, 0);
var frmatedDateJour = DateJour.format('yyyy-MM-dd');

There is no error,but variables DateJour and  frmatedDateJour have nothing calculated though i am getting date in var d .

Any clue?

I want to calculate today's date in yyyy-MM-dd format.

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D365 - Multiple email recipients and queues

September 28, 2018, 1:44 am
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Hi All,

I have a scenario where a customer is currently experiencing issues in relation to multiple email recipients. The scenario is as follows:

  • An email is sent to multiple recipients which in turn creates queue item records in multiple queues.
  • A number of different teams need to work on the record at the same time however one team 'picks' the item from their queue and as by design, it is removed from all other queues. This means some teams can miss this email if another team gets there first.
  • The pick and release functionality doesn't meet the requirement as each team needs to create their own case record from the email activity.
  • The workaround at the minute is for the other teams to send the email from outlook directly from their mailbox into their specific queue and then convert to case

Has anyone experienced this scenario before and can advise on a probable solution for this? As Dynamics is performing as designed, I believe custom functionality would need to be implemented in order to either 1) intercept the email and create multiple email activity records from which cases can be created 2) allow the email to come into the queues as currently working however write custom functionality to create the required multiple cases whenever the first team picks the email activity record and clicks on 'Convert to Case'?

Any advice would be greatly appreciated.

Thanks.

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