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Dynamics CRM 2015 Installation Issue
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Voice of the Customer Survey Responses by contact and each answer in Excel export
Hi,
I need to export all the question responses from all survey responses in same Excel -file with responses' text comments included.
This seems to be impossible, as I have not created a separate feedback entity for the survey.
Is it really so that I need to export the data separately from each Survey Response (Survey Responses > Survey Response > Question Responses -tab)??
Or can I somehow do Excel export that includes all the survey response in the selected survey (not the summary, it needs to have all the answers per contact)?
Thanks,
Br, Suvi
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Closed Activities Navigation Link
In CRM 2011 the 'Closed Activities' link was on the left side navigation of a given entity. With 2016 it moved, along with other 'Common' navigation links to the top navigation bar.
In 2011 when selecting this link the view title (in this case closed activities associated view) was not shown but the where the user clicked on the left navigation was still highlighted so the user knew they were looking at closed activities. Now in 2016 clicking on closed activities on the top navigation bar still shows the same view with no title but since the navigation bar collapses a user cannot tell what view or context they are in.
Is there a way to present a title or keep the navigation bar from collapsing under certain circumstances (ie choosing closed activities)
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Appointment Script Error on Save Event: Mscrm.Form_onsave is not a function at eval
We are getting a very weird error on the Save event on Appointment Form.
We have no script on the form.
But every time we hit the Save Button, we get this error:
TypeError: Mscrm.Form_onsave is not a function at eval...
Log file:
TypeError: Mscrm.Form_onsave is not a function
at eval (eval at RunHandlerInternal (crmpg-test.harriscomputer.com/.../ClientApiWrapper.aspx), <anonymous>:1:7)
at RunHandlerInternal (crmpg-test.harriscomputer.com/.../ClientApiWrapper.aspx)
at RunHandlers (crmpg-test.harriscomputer.com/.../ClientApiWrapper.aspx)
at ExecuteHandler (crmpg-test.harriscomputer.com/.../ClientApiWrapper.aspx)
at Mscrm.TurboForm.Control.CustomScriptsManager.$Cb_1 (crmpg-test.harriscomputer.com/.../formcontrols.js)
at Mscrm.TurboForm.Control.CustomScriptsManager.executeHandler (crmpg-test.harriscomputer.com/.../formcontrols.js)
at Mscrm.TurboForm.Control.CustomScriptsManager.executeHandlerByDescriptor (crmpg-test.harriscomputer.com/.../formcontrols.js)
at crmpg-test.harriscomputer.com/.../formcontrols.js
at crmpg-test.harriscomputer.com/.../global.ashx
at Mscrm.TurboForm.Control.Data.DataEntity.$Dd_1 (crmpg-test.harriscomputer.com/.../formcontrols.js)
We are using CRM 8.2 on-premise.
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Report for investment audit
What would be the simplest way to create a report for an investment audit that would report changes to show a snapshot of actions for a period of time?
I just noticed the reporting module is not enabled, so the reporting wizard is not available. Should I enable the report module and would the wizard be able to create this type of report?
I’m currently creating complicated views.
Any information and assistance would be appreciated.
Thanks
Jarrod
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CRM 2016 compatibility with SQL Server 2017
Hello All,
Can someone confirm, is MS SQL 2017 supported for MS Dynamics 2016? MS SQL 2014 mainstream support ends on July 2019. So we have plan to upgrade MS SQL from SQL 2014 to SQL 2017.
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data transformation in word template ?
Can we do some transformation or manipulation of data in word press ? or can we modify query before data load ?
Any idea how I can put some logic for data population ? For example display or hide a record based on other data ? Or any way (plugin, JS,workflow). Please guide.
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Typescript using Xrm.WebApi.retrieveMultipleRecords getting error message
I am using Typescript and have install the npm install @types/xrm --save-dev. Everything seems to be working.
I did my first deploy. I am getting the following error message on Xrm.WebApi.retrieveMultipleRecords. Any ideal on what I did wrong. Do I need to deploy something else.
function start() {
var mydataset = "?$select=new_datatrackingId,new_objectid,OwnerId,new_userid,new_source,new_name,new_customerid";
mydataset += ",new_udf1,new_udf2,new_udf3,new_udf4,new_udf5,new_udf6,new_udf7,new_udf8,new_udf9,new_udf10,new_udf11,new_udf12,new_udf13,new_udf14,new_udf15,new_udf16&";
var filter = "$filter=";
filter += "(CreatedBy/Id eq guid'" + userId + "' ";
filter += "and new_source eq 'Incident' and statecode/Value eq 0)";
var options = mydataset + filter;
Xrm.WebApi.retrieveMultipleRecords("new_datatracking", options).then(
startCallBack,
function (error) {
alert("Error: " + error.message);
}
);
}
function startCallBack(results) {
var audit = results[0];
$("#iModel").val(audit.new_udf1);
$("#iCompleteOn").val('');
$("#iProduct").val(audit.new_udf3);
$("#iProjectNo").val(audit.new_udf4);
$("#iAudit").val(audit.new_udf5);
$("#iULENo").val(audit.new_name);
$("#iTechnician").val(audit.new_udf6);
$("#iFileNo").val(audit.new_udf8)
$("#iSamples").val(audit.new_udf15);
$("#iEngineer").val(audit.new_udf7);
$("#iSamplesReceived").val(audit.new_udf10);
$("#iTechnicianName").val(audit.new_udf13);
$("#iEngineerName").val(audit.new_udf14);
$("#form_caseid").val(audit.new_objectid);
}
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Number of orgs still using onprem
Hi All
I have created a rather complicated auto migration tool that can manage the migration of entities, metadata, workflows, plugins, and all data from crm onprem to online over the last few years working with customers performing this process and automating parts along the way.
Looking at setting up a commercial tool (I know there are others out there), but it would take a bit of effort to turn it into a production ready system. just wanting to get a feel as to the number of orgs people work for or work with that still use onprem and would migrate to the cloud if there migration path was far less complicated.
Thanks
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Unable to Create related entities in one operation
Hi, I am trying to create an account entity and its related entities in a single operation but I am getting status 400 i.e a bad request. I am not able to understand where I am making a mistake. Below I am providing the request format. Please help.
POST [Organization URI]/api/data/v8.1/accounts HTTP/1.1
Content-Type: application/json; charset=utf-8
Accept: application/json
{
"name": "Sample Account",
"primarycontactid":
{
"firstname": "John",
"lastname": "Smith"
},
"opportunity_customer_accounts":
[
{
"name": "Opportunity associated to Sample Account",
"Opportunity_Tasks":
[
{ "subject": "Task associated to opportunity" }
]
}
]
}
POST[OrganizationURI]/api/data/v9.0/accounts HTTP/1.1 Content-Type: application/json; charset=utf-8 OData-MaxVersion: 4.0 OData-Version: 4.0 Accept: application/json { "name": "Sample Account", "primarycontactid": { "firstname": "John", "lastname": "Smith" }, "opportunity_customer_accounts": [ { "name": "Opportunity associated to Sample Account", "Opportunity_Tasks": [ { "subject": "Task associated to opportunity" } ] } ] }
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About adding button on form
Please send source code how to add Button on entity form.
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IFD Installation
Dear Team,
I got the below architecture from our client to install/configure IFD.
And i have a query what is CRM Front End Server in DMZ and CRM Front End Deploy Admin Server.
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Hide values on "Timeline" in Portals
Hello everybody
I was wondering if it is possible to hide values within the timeline when displayed at the portal site.
It is set to show activities and it is the value "created by" on "portal comments" i would like to hide / remove. I know it is a OOB, but is there a javascript that can hide some of these values?
Hope someone can help
Best regards,
Casper
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SLA not working with business hours
Hello all,
I am working with Dynamics CRM 2016 on-premise (V8.1). I have an SLA which was working well. The customer asked us to add "Customer service calendar" so that non-working days would not be calculated within the SLA duration.
The trouble is, each time I add a customer service calendar to the SLA, this one does not work anymore. The SLA is not instantiated when the event occurs. And once I remove the work hours (empty opening hour lookup field in the SLA form), the SLA is instantiated normally.
The question is: is that a known Microsoft bug? Does anyone know a solution for this issue?
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CRM 2011 > Activities button disabled and IIS reset solved problem but why its getting disabled
Hi
Could some one can help me that Activities button getting grayed out so that users can't add new activities form Account , contact etc.
The problem is solved when IIS reset but want to know the reason if updates in client machine causing the issue.
Thansk
Mahesh
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i have a problem with xrmtool when i try using portal record mover plugin when i export record
snapshot of the problem
any one hlep me please ?
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Show Modal dialog in CRM Entity Form.
Hi Expert,
I have a requirement to show a modal Dialog on the click of ribbon button on an entity, onclick it should show a dialog where user will select some input from the dropdown and returning selected value and saving with the entity form. earlier it was implemented using window.ShowModalDialog function where I was passing URL of html webresource and showing it on the CRM Form, but its not supported in Chrome. I am looking for the alternate way to achieve this.
Thanks
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Microsoft dynamics CRM Excel Add-in does not show in Ribbon for Dynamic excel sheet.
Hello There,
I have Microsoft Dynamics CRM add-in installed with outlook.
When I open Excel by pressing WIN + Search > Excel > Run as Admin, Go to data> It shows the 'Refresh from CRM' Option.
but when I try to refresh the normal excel which is created by > right click on desktop> new > Microsoft Excel worksheet > Open it, Go to Data> here I don't see 'Refresh from CRM' Option. The same thing happens if I try to refresh the dynamic excel sheet downloaded from CRM.
Needed your help here.
Thank you!
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Issue Add user in Team Template C# code
I have the following business logic:
When you add a record the fields required attendees and optional attendees, must check that these records are system user type, then insert them in an access team template, this in the entity appoitment. This is my code; however, when executing it I get the following error: Privilege Type Share not defined on entity 'SystemUser'
private static void regardinCitas()
{
Entity cita = _service.Retrieve("appointment", new Guid("A9E39164-4980-E811-942F-00505681106C"), new ColumnSet(true));
if (cita.Attributes.Contains("requiredattendees") || cita.Attributes.Contains("optionalattendees"))
{
EntityCollection requeridos = cita.GetAttributeValue<EntityCollection>("requiredattendees");
EntityCollection opcionales = cita.GetAttributeValue<EntityCollection>("optionalattendees");
EntityCollection usuariosParticipantes = new EntityCollection();
foreach (Entity partR in requeridos.Entities)
{
if (partR.GetAttributeValue<EntityReference>("partyid").LogicalName == "systemuser")
{
usuariosParticipantes.Entities.Add(partR);
}
}
foreach (Entity partO in opcionales.Entities)
{
if (partO.GetAttributeValue<EntityReference>("partyid").LogicalName == "systemuser")
{
usuariosParticipantes.Entities.Add(partO);
}
}
foreach(Entity usuario in usuariosParticipantes.Entities)
{
AddUserToRecordTeamRequest teamAddRequest = new AddUserToRecordTeamRequest();
teamAddRequest.Record = new EntityReference("systemuser",usuario.GetAttributeValue<EntityReference>("partyid").Id);
teamAddRequest.SystemUserId = usuario.GetAttributeValue<EntityReference>("partyid").Id;
teamAddRequest.TeamTemplateId = new Guid("2A25FF10-F0F2-E811-9437-00505681106C");
_service.Execute(teamAddRequest);
}
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Dynamic worksheet exported to Excel, when I 'Refresh' data, it clears the entire worksheet.
HI,
I'm running latest Dynamics 365 online. When I export a Dynamics worksheet into Excel, then press 'Refresh' data, it clears the entire worksheet. I don't receive any errors.
Any help would be appreciated.
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