dear all
i do have 7 different SLA definitions for 7 different case subjects, each one of these SLAs has its own checks and validations.
now, none of these SLAs is working until it is set to "Default"? how to make these 7 SLAs work together?
i dont want to create one SLA and then create 7 "SLA Details" , i beleive this is hard to manage later on.
please advise.
thanks,
Hi All,
We have requirement where we need to display conversations to specific to group of users who are with in area [Patch].
Now we need to provide ability to have conversations between customers specific to that area.
For conversations we are planning to use forums functionality of Portal, but we do not find any way to display particular threads based on the logged in user.
We should be able to create a thread for patch where only the customers in that patch could participate in conversations.
Any help would be greatly appreciated!
Thanks in advance!
Hi,
We are using an Azure VM to host our SSRS reports. We have a custom workflow activity that needs to connect to the reporting service on the VM. We had to create firewall rules for port 80 for the IP addresses in this link https://support.microsoft.com/en-gb/help/2728473/microsoft-dynamics-crm-online-ip-address-ranges (Our CRM online region is Europe) and all was working OK until we upgraded to Version 9 from 8.2. Now we get permission error when trying to connect to reporting service via the custom workflow activity. We noticed that there seemed to be 2 additional IP addresses for the UK listed at the bottom of the page in the link above. We added rules for those 2 IP addresses and still cannot connect to report service.
We opened port 80 to all traffic and the permission error goes away and we can connect to report service OK.
Does anyone know how to find out the IP address for our CRM instance so we can add it to the firewall exceptions?
Thanks
Phil
dear all
i do have some cases where they are resolved by normal users, but in "Activities" , the action is under the name of "System", how is this possible and how to prevent it although i am not using user impersonation?
thanks,
Hello, can we create the post in FB/LinkedIn/twitter/insta and have it create the campaign in CRM with anyone who is interested as a Lead associated with that campaign? I know we can go from CRM to Facebook etc but can we go the other way?
Hi
Has anyone experienced any issues retrieving a record using Xrm.WebAp.retrieveRecord method in the new v9 Unified Interface? I have created some JavaScript below that works fine in the classic web UI however when I use the new unified interface get errors in console 'A failure occurred in Wep Api in Dynamics 365'. JavaScript example below:
function setSalesValue(executionContext)
{
var formContext = executionContext.getFormContext();
var daysDone = formContext.getAttribute("kit_daysdone").getValue();
var salesValue = formContext.getAttribute("kit_salesvalue");
Xrm.WebApi.retrieveRecord("kit_rates", "e85f60c6-1ec4-e811-a96b-0022480149c2", "?$select=kit_value").then(
function success(result) {
console.log(`Retrieved values: Value: ${result.kit_value}`);
// perform operations on record retrieval
var salesRateValue = result.kit_value;
salesValue.setValue(daysDone * salesRateValue);
},
function (error) {
console.log(error.message);
// handle error conditions
}
);
}
When comparing Dynamics to other CRM's, it is very slow navigating from page to page. Is there a reason for the slowness? Are there things that can be done to speed up my CRM? I'm 1 user...very limited in what I do. Can't imagine it would be this slow. My internet is very fast overall--for example I can browse like lightning when testing out other CRM's.
Thanks,
Brady
Hi All,
I have a question regarding Dynamics CRM and IIS Dot net trust level.
When i set the Dotnet trust level to Medium, Dynamics CRM fails to load. I understand that full trust is required for Dynamics CRM to load correctly. However I couldnt find any Microsoft documentation on this same. Is there any links for me to refer to, Any help is appreciated
Hi All,
In our portal environment whenever users are trying to submit the request and include text like "<TextHere>" i.e. some text within angle brackets, request submission fails with exception.
I have tried this in a new trial organization as well without any customizations and I am getting similar results.
Has any one faced similar issue and any solution for this, (preferably a non javascript/jquery solution as that would have to be implemented as as regex on lots of fields and on lots of forms) ?
Thanks,
Abhinav Ranjan
Does that makes sense or any other approach to be taken into consideration.
I know CRM 4 is very old, and I think it's unlikely, but I have been asked whether it is possible to integrate Adobe E-sign with it.
Does anyone know?
Hello All Experts,
I have come across below error while importing the solution from dev environment to the next environment.
The import of the solution solName failed. The following components are missing in your system and are not included in the solution. Import the managed solutions that contain these components (PluginProfiler (2.0.0.0)) and then try importing this solution again.
any help will be appreciable.
Hi All,
I want to add a validation before closing an opportunity. A subgrid in opportunity form should have at least one record before closing.
If the subgrid doesn't have at least one record then an alert should be displayed showing please enter the data before closing opportunity.
Hi all,
I have a question regarding Claim Based Authentication . It looks like everything is properly configured federation metadata, cert atc. and still I'm prompted to put my credentials when I try to access Dynamics 365. I think, however not 100% sure, that the problem might be with AD FS configuration, however Azure AD is managed by other company and we don't have an access there to make sure.
Did anyone come across this issue before? Maybe someone has an idea how to solve this or can point to the right direction.
Windows Server 2016
Dynamics 365 on Premise
Thanks in advance,
P. Lis
Hi,
Is there a way that i can clear the cache of CRM, after updating to version 9 i'm facing too much delay in applying the customization, for example i add new field called ets_Sequence
for the first 3-4 hours i will keep getting errors
'entityname' entity doesn't contain attribute with Name = 'ets_sequence' and NameMapping = 'Logical'.'
to fix it i need to re run my code for 2-3 times
Any ideas
Hello,
I created d365 trial Account recently and I can't see the Project, Portal and Field Service modules.I tried to include these modules while creating Trial account.Also, installation is failed on installing these from portal.office.com.
Any Idea or update how to resolve it.Also, any links to share to achieve all 3 modules in D365 Online and on-prem?
Hi All,
When i qualify a Lead and enter required details and click on save ,Save is not happening while checking using F12 i could see the error Refused to set unsafe header "Content-Length" .
This gets resolved when i refresh or when i close and open again in Chrome.
But this issue doesn't come in other browsers.
Let me know how this issue could be resolved .
TIA
Hi All,
Please suggest me the ideas how to create appointments through MS CRM D 365 Portal.
Requirement is like:
Patients will login through portal and create the appointment on the basis of available doctors and time slots.
Once the appointment get create the email and text message should send to both doctors and patients.
Thank you in advance.
Regards,
Parashuram Jadhav
Is there a way to implement content approval on a D365 portal where a content editor can update page content and not have it published until an approver approves the update? Have been using the following article regarding creating new publishing states and transition rules on a D365 portal but if we create a new publishing state and set 'IsVisible' = false and a content editor changes the web page state to this, the page is hidden from users.
Thanks in advance