Creating YTD reports from Advanced Find is problematic.
I am in July, but want to run a report showing data for June YTD, so I need to exclude the data from current month.
The 'This Year' operator allows me to get all data for this year, but doesn't exclude 'This Month' - I was hoping to do a Group AND where I could group 'This Year' and 'Not This Month', but there's no option for 'Not This Month', just 'This Month'.
Has anyone got a solution for this?
(Using MS Dynamics 365 Online)
Hi everyone,
I have an requirement when user( field name 'manager') selected from the look up field on the account form, have to provide read/write permissions to the selected user . Initially users don't have read&write permissions. for this i'm using plug-in & access teams. At the same time user needs read&write permissions for the account child records. for this i think i can achieve same way like using access teams & plug-in but the problem is need to trigger plug-in on UPDATE of parent record manager field & CREATE child record messages on two different entities. i have 3 more entities to configure security in a same manner . Is there any simple way or work around to provide access to the parent/child records???. Thanks in advance.
Are the unique identifiers unique only inside the organization or completely unique? Meaning can I export contacts from my organization's dynamic instance and import them into another organization's dynamics instance and not have clashes of ids?
how i can convert a string to YYYYMMDDMMHHSSFFF dateandtime field
Hi
I have a CRM 2011 On premise system. I am trying to create a new organisation in deployment manager and it gives me this error.
Could you help me how to achieve fixing this error please?
Microsoft SQL Server Reporting Services: Unable to connect to the remote server XXXXXXX/ReportServer_INST01
Thanks
Arj
I'm trying to fetch information about contacts and opportunities through the api, as I read in the docs contact endpoint docs. For a given contact that has an account linked to it the api returns `null` for _accountid_value field but the account id is returned in this field: _parentcustomerid_value. What is the difference between. What is the difference between both fields?
In the documentation for _accountid_value the description is "Unique identifier of the account with which the contact is associated." and for _parentcustomerid_value: "Select the parent account or parent contact for the contact to provide a quick link to additional details, such as financial information, activities, and opportunities.".
What is the difference between parent account and an "associated" account?
Same goes for opportunities there are _accountid_value _customerid_value and _parentaccountid_value _parentcustomerid_value. When is an account considered parent?
Hi All,
I am trying to get all the users or teams to with whom the current record is shared. Am trying to achieve this using the Xrm.Webapi.execute method and the unbound function
Unfortunately, when registering an Application in AAD for access to the Dynamics API, only the 'Delegated Permissions' is electable, and I believe that 'Application Permissions' is what's required for a Client Credential flow.
Our web app cannot facilitate an Authorization Code flow. We might use a 'service account' credential, but to get this to work it appears necessary to configure the App as a public client, which is not secure.
What other options do we have here?
Thank you!
Hi,
I have a custom entity with a lookup to the contact entity and I have this field mapped to a field on a custom activity entity. The relationship between entity 1 & entity 2 (activity) is 1:N.
The issue I'm having is that upon changing the contact lookup on entity 1, the target lookup that is mapped in entity 2 remains the same. I need it to change when the source lookup is altered.
I believe I can do this with a workflow but I'm trying to find a simpler or more efficient way to do this. If anyone has any suggestions, please let me know.
Thanks for your help
I know this isn't native functionality, but would it be possible to add tooltips for option set values through javascript or C# plugins?
All of the older posts I've seen have all said this isn't possible, but don't explore how to go about this through custom code. The closest thing I could find was this forum post which shows how to add tooltips to fields before it was implemented in CRM, but I'm still unsure how I would reference the specific option set values.
I'm not asking for fully fleshed out code, but if someone has any guidance on something I could try, I would greatly appreciate it.
Thanks!
I am looking if anyone knows what the error ExchangeSyncUserClientIdOutdated means and how to fix it? I cannot find any documentation listing this error code.
I am needing to update a fields on an editable grid. I want to select the records on the grid, then press a button that executes code to update the field on the form of all the selected records. Here is my code so far:
function getIds(selectedItems) { for (var item in selectedItems) { if (selectedItems.hasOwnProperty(item)) { fetchData(selectedItems[item].Id); } } } function fetchData(appointment_id) { Xrm.WebApi.retrieveRecord("appointment", appointment_id, "?$select=_regardingobjectid_value").then( function success(results) { var clientId = results["_regardingobjectid_value"]; getCarOne(clientId); }); } function getCarOne(clientId) { var req = new XMLHttpRequest(); req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/new_cars?$select=_new_carOne_value,&$filter=new_status eq 100000001 and _new_client_value eq" + clientId, true); 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 _new_carOne_value = results.value[i]["_new_carOne_value"]; var _new_carOne_value_formatted = results.value[i]["_new_carOne_value@OData.Community.Display.V1.FormattedValue"]; var _new_carOne_value_lookuplogicalname = results.value[i]["_new_carOne_value@Microsoft.Dynamics.CRM.lookuplogicalname"]; } else { Xrm.Utility.alertDialog(this.statusText); } } }; req.send(); }
What I am doing is:
1) selecting the records(all appointments) and getting the appointment record ID
2) using WebAPI to get clientID, then passing clientID into a new API call
3) using the HTTP request to get all car records with a certain status for each client. This is where the break happens. the req.send(); function doesn't seem to work from the grid
though it works just fine if I have the form open.
4) I have not got to this step yet, but the once I get the fields I need, I want to use that information to build a string to update a field with.
I have requirement to retrieve account records by using webapi filter condition (Filter condition should have more than one value).
Can you please help me on how to connect CRM from console application using WebApi. Please share any sample working code
Thanks
I have a bunch of background workflows that need to be converted to real-time workflows so that the "Modified By" field doesn't get updated with the workflow owner. The problem is that a lot of the workflows that need to be converted have a "Timeout Until" step where the workflow waits one minute to run. These "Timeout Until" steps are necessary, as there are plug-ins and other workflows that need to run first in order for these workflows to run correctly.
I do not believe it is possible to use "Timeout Until" in a real-time workflow. My question is what should I replace "Timeout Until" with? I want certain workflows to execute AFTER other workflows, so I need some sort of replacement.
Below is an example of a background workflow I need to convert to a real-time workflow:
Any help/workaround suggestions would be greatly appreciated. Thanks!
Hi,
Usually i used this below code to retrieve value from field.
Xrm.Page.getAttribute("fieldname").getValue();
I have a lookup field with addCustomView in it. The filter within XML query is based on field(field A and field B) in the form. The problem is, when the value in the field A and B is not saved to the db. The above code will return null value. I want to get the value from field A and B before it's saved to DB
In my company, users create quotes in DocuSign, and when they save them an Opportunity gets created in CRM. In the CRM Opportunity, a document gets created in the "Note" section as well. For some reason when users save their quotes in QuoteWerks, the document in the CRM Opportunity says it was modified by me, even if someone else created it. Why might this be happening? How can I fix it?
Hi All,
Requirement is like I want to launch a Power BI report through a ribbon button in my D365 environment.
Is there any way to accomplish this requirement?
how to give functionality to a button by clicking ,it has to direct to a html webpage(writing javascript in html file) using ribbon workbench in ms crm kindly help me with this as i am new to this course
Hi Guys,
I got a task of expanding the Notes section as below,
when the page gets loaded.
I am able to accomplish this task,But What i problem i face here,
whenever I click on the Attach button it gets disapper and it doesn;t reappear or show "choose a file", I am unable to fix this one .
Please help and advise.
Hello,
Since yesterday, the outlook plugin won't works. When i click on the addon, it appaear a white windows without any choice...
Thanks for your responses