Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all 46379 articles
Browse latest View live

Need help creating rollup field for aggregating child records' Gross Profit values on Parent record

$
0
0

Hello,

I am trying to create a rollup field on a Parent Opportunity record that will show the sum of all Estimated Gross Profit values of the child Opportunities associated with that parent record. One parent Opportunity record can be associated with many child Opportunity records.

However, I am running into some issues.  Here is what I have on my rollup field so far:

A couple issues I've noticed:

1. The Parent Opportunity includes "Est. Gross Profit" as well, and if the user fills out this field on the parent record, it is showing up in my "Parent Est. Gross Profit" rollup field.  I only want child Opportunity records to be included in the sum for "Parent Est. Gross Profit".

2. I've noticed the rollup field takes a very long time to update... even hours maybe.  Is there a way to avoid this?

Am I going about this issue the right way?  Is there a better way to create a sum of the child Opportunities' Est. Gross Profit values on the parent record?

Thanks!


JavaScript value updating sometime after upgrade to UR 18 in MS CRM 2011

$
0
0

Dear Experts,

Recently we have upgraded our CRM version from UR 16 MS CRM 2011 to UR 18 MS CRM 2011 after upgrading we got an issue with one javascript. This javascript will update a field called case status in case entity on resolving the case. But it's not happening some times. Some times field is updating some times it's not updating we are unable to figure out the issue why it's not updating some times. we have checked the internet settings in the IE11 everything seems fine and our organization won't allow other browsers than IE 11. can you give me some suggestions below is my code for your reference

function updatecasestatus(context){

Xrm.Page.getControl("ccs_assignedto").setDisabled(false);
Xrm.Page.getControl("customerid").setDisabled(false);
var savebuttonmode = 1;
var resolvesavebuttonmode = 5;

var crmstatusfield = Xrm.Page.getAttribute("statecode").getSelectedOption().text;

// get Save method by getSavemode(), so for resovle button its '5'.
var savemode = context.getEventArgs().getSaveMode();

if(savemode == resolvesavebuttonmode )
{

var delayinresponse = Xrm.Page.getAttribute("ccs_delayinresponse").getValue();
if(delayinresponse == null || delayinresponse == 'undefined'){
alert('Please provide Delay in Responding details before closing');
context.getEventArgs().preventDefault();
return false;
}

var resolutionaccepted = Xrm.Page.getAttribute("ccs_resolutionaccepted").getValue();
if(resolutionaccepted == null || resolutionaccepted == 'undefined'){
alert('Please provide whether the resolution accepted or not by customer details');
context.getEventArgs().preventDefault();
return false;
}
//end of change

Xrm.Page.getAttribute("ccs_srstatus").setValue(5);
var uguid=Xrm.Page.context.getUserId();
var un=Xrm.Page.context.getUserName();
var date=new Date();
alert(un);

// on submit mode for sr status field
Xrm.Page.getAttribute( "ccs_srstatus" ).setSubmitMode( "always" );
Xrm.Page.getControl("ccs_cust_language").setDisabled(false);

var buttonId = "incident|NoRelationship|Form|Mscrm.Form.incident.MainTab.Actions";
var resolveButton = window.top.document.getElementById(buttonId);

Xrm.Page.getAttribute("statecode").setValue(1);

if(resolveButton != null && resolveButton != 'undefined'){
//searchButton.disabled=true;
resolveButton.style.display="none";
}

//parent.window.location.reload(true);

}


var caseStatus = Xrm.Page.getAttribute("ccs_srstatus").getValue();
if (caseStatus != null && caseStatus != undefined){
if (caseStatus == 1){
Xrm.Page.getAttribute("ccs_srstatus").setValue(2);
Xrm.Page.getAttribute("ccs_srstatus").setSubmitMode("always");
}
}
//End of change

}

Regards,

Mahesh

Unable to upload document to SharePoint on one Account - State Enabled, Security Group: Not Set

$
0
0

I get the error below when trying to upload documents to SharePoint from one account in CRM online. I have administrator privileges in both systems.  I am able to upload a document directly into the folder on SharePoint, but not from within CRM.  This is only on one account - documents can be successfully uploaded from other Accounts.

Any ideas on what settings need to be changed?

TIA!

Java script issue in MS CRM 2011

$
0
0

Dear Experts,

Recently we have upgraded our CRM version from UR 16 MS CRM 2011 to UR 18 MS CRM 2011 after upgrading we got an issue with one javascript. This javascript will update a field called case status in case entity on resolving the case. But it's not happening some times. Some times field is updating some times it's not updating we are unable to figure out the issue why it's not updating some times. we have checked the internet settings in the IE11 everything seems fine and our organization won't allow other browsers than IE 11. can you give me some suggestions below is my code for your reference

function updatecasestatus(context){

Xrm.Page.getControl("ccs_assignedto").setDisabled(false);
Xrm.Page.getControl("customerid").setDisabled(false);
var savebuttonmode = 1;
var resolvesavebuttonmode = 5;

var crmstatusfield = Xrm.Page.getAttribute("statecode").getSelectedOption().text;

// get Save method by getSavemode(), so for resovle button its '5'.
var savemode = context.getEventArgs().getSaveMode();

if(savemode == resolvesavebuttonmode )
{

var delayinresponse = Xrm.Page.getAttribute("ccs_delayinresponse").getValue();
if(delayinresponse == null || delayinresponse == 'undefined'){
alert('Please provide Delay in Responding details before closing');
context.getEventArgs().preventDefault(); 
return false;
}

var resolutionaccepted = Xrm.Page.getAttribute("ccs_resolutionaccepted").getValue();
if(resolutionaccepted == null || resolutionaccepted == 'undefined'){
alert('Please provide whether the resolution accepted or not by customer details');
context.getEventArgs().preventDefault(); 
return false; 
}
//end of change

Xrm.Page.getAttribute("ccs_srstatus").setValue(5);
var uguid=Xrm.Page.context.getUserId();
var un=Xrm.Page.context.getUserName();
var date=new Date();
alert(un);

// on submit mode for sr status field
Xrm.Page.getAttribute( "ccs_srstatus" ).setSubmitMode( "always" );
Xrm.Page.getControl("ccs_cust_language").setDisabled(false);

var buttonId = "incident|NoRelationship|Form|Mscrm.Form.incident.MainTab.Actions";
var resolveButton = window.top.document.getElementById(buttonId);

Xrm.Page.getAttribute("statecode").setValue(1);

if(resolveButton != null && resolveButton != 'undefined'){ 
//searchButton.disabled=true;
resolveButton.style.display="none";
}

//parent.window.location.reload(true);

}


var caseStatus = Xrm.Page.getAttribute("ccs_srstatus").getValue();
if (caseStatus != null && caseStatus != undefined){
if (caseStatus == 1){
Xrm.Page.getAttribute("ccs_srstatus").setValue(2);
Xrm.Page.getAttribute("ccs_srstatus").setSubmitMode("always");
}
}
//End of change

}

Regards,

Mahesh

Javascript Unified Interface issue

$
0
0

Hi Partners, 

I'm having an issue and I don't figure out what could be. 

In my Dynamics 365 for CE online, I have a Unified Interface, on lead entity sometimes the Javascript works fine other not. so then my Javascrits functions stop working.

at line 9 sometimes says "it can't read property addOnChange of null" but the field "rs_principal" exists and I'm not writing wrong, because sometimes it works well. (refreshing f5) even in other devices.

I'm using chrome. but with another browser happens the same , sometimes works other not. 

Can anyone help me? 

Dynamics 365 Online

Server Version: 9.1.0000.7625

Client Version: 1.3.2119-190813-224452

Thanks, regards. 

Dynamics CRM 365 Version 8.2 On-Premise Latest Updates not in Windows Update/WSUS

$
0
0

Hello,

The last update for Dynamics CRM 365 Version 8.2 On-Premise in Windows Update and the Microsoft Update Catalog is Server Update 2.5, released back in April. But the latest update for Version 8.2 is Server Update 2.9, which was released a few weeks ago.

Any reason why Dynamics 8.2 On-Premise updates that are past version 2.5 aren't being pushed out through Windows Update/WSUS anymore?

Thanks.

testdfsdfhhhwrweter

Microsoft.Xrm.Data.PowerShell - get-crmrecordsbyfetch

$
0
0

Hello,

if i extract data via get-crmrecordsbyfetch i.e quotedetail the quoteid is displayed with the friendly name.

How could i extract the quoteid without the friendly name?

Kind regards


web service call from workflow

$
0
0

Hello.

Workflow configured to Start When="Record is created" and call assembly that call web service.
When I run it manually by "Run Workflow" it works, service is called.
But when record is created automatically in CRM, web service does not called.

What the difference ?

css code for border section and tab entity form in dynamics 365 v8

$
0
0

Hi all.I want add color to entity form for borders section and tab in version 8 like version 9.and i have the javascript code for run css but i dont have css code.Plese help me..................Thank you.

Installing v9 On Prem - where to find all the appropriate versions of prerequisites

$
0
0

Per documentation these prerequisites are required for installing CRM v9 On Prem, and though I know it'll attempt to download them during installation I'd prefer to download and install them manually as our servers may not have Internet access during installation.  Can someone direct me to which versions of each of these are required when installing Dynamics 365 for Customer Engagement On Prem and if possible the URL's to download them? 

Thanks.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/on-premises/install-or-upgrade-microsoft-dynamics-365-server

  • Microsoft SQL Reporting Service Report Viewer Control

  • Microsoft SQL Server Native Client

  • SQL System Clr Types

  • SQL Server Management Objects

  • Microsoft Application Error Reporting Tool

  • Microsoft Visual C++ Runtime Library

  • Windows Server Web Server Role

  • Windows Search

  • Microsoft .NET Framework 4, which includes the following components:

    • Microsoft .NET Framework 4.6.2 (required by Dynamics 365 Server)

    • Windows Workflow Foundation (required by Dynamics 365 Server)

    • Windows Presentation Foundation

    • Windows Communication Foundation (WCF) (required by Dynamics 365 Server)

  • Microsoft Chart Controls for Microsoft .NET Framework

  • Windows PowerShell

  • Microsoft URL Rewrite Module for IIS

  • File Server Resource Manager

Date time field showing one hour late if record created using CRM custom action

$
0
0

Hi All,

Scenario:

I' m facing one issue while creating record. I'm using plugin to create record and inside custom action and while creating record, passing current date and time to the one field called as "End Date"

It showing one hour late in crm plugin. (Inside trace log it showing accurate value)

Approaches tried:

1. DateTime CurrentDate = DateTime.Now.ToLocalTime();

2. Using User time zone.
public int? RetrieveCurrentUsersSettings(IOrganizationService service, Guid ContextUserid)
{
Guid UserId = ContextUserid;
var currentUserSettings = service.RetrieveMultiple(
new QueryExpression("usersettings")
{
ColumnSet = new ColumnSet("timezonecode"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression("systemuserid", ConditionOperator.In, new Guid[] { UserId })
}
}
}).Entities[0].ToEntity<Entity>();
//return time zone code
return (int?)currentUserSettings.Attributes["timezonecode"];
}

public DateTime RetrieveLocalTimeFromUTCTime(DateTime utcTime, int? timeZoneCode, IOrganizationService service)
{
if (!timeZoneCode.HasValue)
return DateTime.Now;
var request = new LocalTimeFromUtcTimeRequest
{
TimeZoneCode = timeZoneCode.Value,
UtcTime = utcTime.ToUniversalTime()
};
var response = (LocalTimeFromUtcTimeResponse)service.Execute(request);
return response.LocalTime;
}

Also behavior of date field is already "User Local"

Any help will be appreciated 

What all things we should take care when upgrading CRM 2016 on premise instance to Dynamics 365 on premise

$
0
0

We are currently on Microsoft CRM 2016 on premise and plan to upgrade to Dynamics 365 on prem. Suggest steps to follow for the upgrade and what are the unsupported customizations in Dynamics 365 which worked on 2016

Subjecttree of Servicehub is randomly rendered

$
0
0

Hi,

I configured a subject tree in Dynamics 2016/365. In the common/classic UI everything is going well, if you open a case and select a subject. But when you open it in the Servicehub, the subjects are "randomized". Some subelemetns are in root-level and the ordering itself is gone.

Do you guys have any suggestion what’s going wrong there or how to fix this?

Best regards,

Klemens

CRM 2016 Update Issue to Dynamics CRM 365

$
0
0

Hi,

I've got an urgent problem with the update of our CRM 2016 on premise to Dynamics 365 on premise. 

I've set up the new CRM system with the newest update installed (Dynamics CRM 365 0.6) and everytime I try to import the organization, that I just imported on the SQL 2016 SP2 server I get the following error: 

System.Exception: Error.ActionFailed Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction ---> Microsoft.Crm.CrmException: Error in Action: Bin\Microsoft.Crm.Setup.DiffBuilder.dll:Pass2 on attempt 3. System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> Microsoft.Crm.CrmException: Failed to process metadata description - Name: PrivilegeObjectTypeCode, ID: 0b01e67c-285a-4b33-99ef-0dffa80e0590 ---> System.ArgumentException: An item with the same key has already been added.

Unfortunately I don't seem to find any helpful informations on the web and I need to setup this system quite urgent. Does anyone know about this issue and got a hint for me?

Thank you very much!

BR,

Maurice


What all things we should take care when upgrading CRM 2016 on premise instance to Dynamics 365 on premise

$
0
0

We are currently on Microsoft CRM 2016 on premise and plan to upgrade to Dynamics 365 on prem. Suggest steps to follow for the upgrade and what are the unsupported customizations in Dynamics 365 which worked on 2016

short detail value change in lookup

$
0
0

Hi,

When creating a new case we can see short details section and if we wanted to change a value in lookup records section how to do that? for example if we search for word AIR and replace all AIR items to something else .Please see the below screenshot.

lets assume i need to change AIR permissions to AIR Test. I'm unable to find how to do that.any help is highly appreciated.

Preimage doesn't return same fields in different situations

$
0
0

Hello, I'm having a problem where the Preimages on a Pre-Operation plugin and a Post-Operation plugin don't return the same amount of fields. on the same Entity.

The Pre-Image is set to return All Attributes, and in one instance returns 72 key-value pairs, and in another, it returns 67 key-value pairs.

Anyone got any idea why this might happen?

in InstanceA we are trying to Assign a Case entity to another SystemUser, and in the other we are just saving it without doing much else.

in InstanceA 72 key-value pairs are returned in the code, whilst in the normal save, only 67 return.

Thank you!

Migrating Ribbon Workbench Changes to different Environment

$
0
0

Hi,

I have performed few ribbon changes in my Dev machine using the Ribbon Workbench tool. If I have to move it to the higher environments, exporting and importing the entity inside a solution will work? Or will I have to redo all the changes using workbench tool in the other environment?

Sending Emails via Invoice Entity

$
0
0

We currently send out email with an attached PDF invoice to customers when an invoice is created in our system.  Our customers want the ability to specify a second email address that should receive this email as well.  We do not want to have a contact created for this to happen.  Is there any way for a CRM workflow to use an email address in the TO or CC that is not an actual record in the system?  Note: Our system is set to send unresolved email addresses and the invoice entity option to create an email is greyed out and we can not select it.   

Viewing all 46379 articles
Browse latest View live


<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>