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Enable multiple select option in lookup dialog window and add to grid in CRM

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Hi,

How to enable multi select option on lookup dialog and then add to grid when add button in clicked using JavaScript.

I wrote code for this but its not working. It is showing single record lookup window and how to add that selected record to grid. 

 

function showLookupDialog(SelectedEntityTypeCode,SelectedControl) {

        try {
            debugger;
            var serverurl = Xrm.Page.context.getClientUrl();
            var DialogOptions = new Xrm.DialogOptions();
            DialogOptions.width = 600;
            DialogOptions.height = 600;
            //Change
            var objecttypecode = "";
            if (parent.Mscrm.XrmInternal.getEntityCode != null && parent.Mscrm.XrmInternal.getEntityCode != undefined)
                objecttypecode = parent.Mscrm.XrmInternal.getEntityCode("contact");
            else
                objecttypecode = parent.Mscrm.XrmInternal.prototype.getEntityCode("contact");
            var url = serverurl + "/_controls/lookup/lookupsingle.aspx?LookupStyle=multi&class=null&objecttypes=" + objecttypecode + "&browse=0&ShowNewButton=1&IsInlineMultiLookup=0&ShowPropButton=1&DefaultType=10015";
    
            Xrm.Internal.openDialog(urlDialogOptionsnullnullCallbackFunction);
        } catch (e) {
            alert(e.message);
    
        }
        function CallbackFunction(result){
            for (var i = 0i < result.items.lengthi++) {
                var id = result[i].id;
                
                
                


            }
            alert(result);
        }
}

MS Portal Cache issue - Does not shows the latest data

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Hi experts,

We are experiencing issues with MS Portal (Dynamics CRM 365 On Premise). The issue is that when we retrieve already saved data in MS Portals, it won’t show the latest records until the cache is cleared using http://portalurl/_services/about and clicking the clear cache button. The problem is that it’s a manual process. We are looking for some automated solution. While googling I found 3 possible ways mentioned here https://rajeevpentyala.com/2019/05/09/ but none of them is working for us.

 

Does anyone else has experienced this issue? And do we have a solution to this problem?

Powerapps : using lookup in editform

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Hi ,

 

     i created an powerapps application from crm data ( for my exmple i used contact entity)

i can't save my form with lookup field , whene i  navigate to edit form , the field is disabled and i can't chose any value to save form.Thank you in advance

Hi, is there any way to cancel a running wait condition in MS CRM?

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I have a workflow with a wait condition of 1 hour. I want to delete or cancel that wait condition whenever a field has changed. Thank you in advance.

Dynamics CRM 8.2.9.19 on-Premise SharePoint Integration issue

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Trying to integrate sharepoint with Dynamics CRM V8.2.9.19 , followed steps provided in below link , yet receiving following errors .

https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/mt171421%28v%3dcrm.8%29

<errorlog><sites>
  <site>
    <url>XXXX.sharepoint.com</url>
    <exception>The request was aborted: The request was canceled.Access token could not be obtained from: accounts.accesscontrol.windows.net/.../2 for resource: 00000003-0000-0ff1-ce00-000000000000/XXXXX.sharepoint.com@XXXXXXXX</exception>
    <errorcode>-2147088205</errorcode>
    <correlation>b058079f-60e4-9000-2a8a-d37f7c12058a</correlation>
  </site>
</sites></errorlog>

Is it could be a domain issue as we have CRM setup on XXX.XX and sharepoint tenant is YY.YY ? 

JavaScript is not being loaded and getting error "there was an error with this fields customized event"

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I am getting error, that my JS is not loaded:

 

This function is not being loaded on the page, as you can see error message. I am having difficulty to understand, why my JS is not being loaded:

function filterleadContacts() {

    debugger;

    var LeadId = Xrm.Page.getAttribute("seda_lead").getValue();

 

    alert(LeadId);

    //filter LookUp BoothService

    if (IsFieldExistsOnForm("seda_lead")) {

        if (!IsLookUpEmpty("seda_lead")) {

            EnableField("primarycontactid");

            Xrm.Page.getControl("primarycontactid").addPreSearch(function () {

                addLeadCustomFilterLookUp(LeadId);

            }

            );

        }

    }

    else { HideField("primarycontactid");  }

}

 

// Method Description: Filter Function attached to filterBoothServices function

 

function addLeadCustomFilterLookUp(param_LeadId)

{

    debugger;

    try {

        if (param_LeadId != null && param_LeadId != undefined) {

            //alert('Lead ID Value: ' + param_LeadId);

            //alert('Dekh Yaaar: ' + GetOptionSetValue("seda_lead"));

            var Acct = Xrm.Page.getAttribute("seda_casetypec");

                                                var obj = Xrm.Page.getAttribute("seda_lead");

                                                alert("Lead Value Checking: " + obj);

            alert("Uzwa Checking: " + Acct);

            var filter = "<filter type='and'>" +

                "<condition attribute='seda_lead' operator='eq' value='" + param_LeadId + "'/>" +

              "</filter>";

 

            //filter booth services based on the booth selected in participant screen

            Xrm.Page.getControl("primarycontactid").addCustomFilter(filter);

 

Xrm.Page.getControl("primarycontactid").addPreSearch(function () {

 

                      Xrm.Page.getControl("primarycontactid").addCustomFilter(filter);

 

 

 

        }

    }

    catch (e) {

        throw new Error(e.message);

    }

 

}

Portal - Display Currency symbol on Entity Form

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On the portal, we are using an Web Form to display some fields from a custom entity.

On the Web Form step 1 (read-only mode), there is a field that is a currency field, but no currency symbol is being displayed.

Right now, 100$ in CRM displays as 100 on the Portal.

We would like it to be displayed as 100$.

Is there anyway to achieve this with custom javascript? We tried adding the below code to the Web Page and the Web Step Form, but no luck so far.

document.getElementById("new_tarif").innerText = value + "$";

Thanks.

To trigger workflow from Webhook

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Hi CRM People,

Hope you are doing great, i have query which is that i have created a custom workflow activity which pulls the data from the client's API as per Account Number where it was included in Out of the box on demand Asynchronous Workflow so i am able to pull the data from their API into CRM system.

Now the thing is that whenever any updation or creation action perform in their web application so i want to trigger a workflow using Webhook.

How should I perform this task ?

Looking forward to hear from you. Or tell me any other way which could be best & will be glad to see any specific link.


D365 Portals Liquid fetchxml query results passed to Javascript finction

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Hi i would like to use liquid FetchXML to retrieve a contacts relating details from another entity and then store the data is liquid variables in the web template and use the variables in the relating webpages custom javascript area. It this possible

Thanks G

Security role setting for a newly added entity only shows Organization wide and not on user or business Unit level

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I have an entity that I created and its a child of Contact entity. When I go to assign permissions under Security the only option I get is either full Organization access (solid green dot) or nothing. I don't have the user level or Business Unit level option like I do for my other entities.

Retrieve data from Dynamics Customer Engagement Web API using .Net 4.5.2

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We need to retrieve data from Dynamics Customer Engagement from an application developed in c# .Net framework 4.5.2. We know that for v9.0 of dynamics web API .Net framework 4.6.2 or higher is needed. What we need to know is if there is any way to query data from dynamics Customer Engagement using our applications requirements (maybe using another API version) because we can't change our .Net version for other reasons. We also appreciate help finding some documentation for that.

We try to use an HttpClient to make the API calls. The problem is in the authentication step using Microsoft.IdentityModel.Clients.ActiveDirectory.

OOB Calculate Rollup Field System Jobs stuck in Canceled Status. How to force resume?

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Hi All,

For some reason our OOB Calculate Rollback Field got stuck in Canceled Status. We need to enable it again so calculation would work. In CRM UI, it doesn't allow the "Resume" button and saying the error T"he state transition requested is not valid for the current state. Current state: 3, current status: 32, target state: 0."

I've tried doing force resume thru SSIS package and c# code to Status=Suspended, Status Reason = Waiting, but no luck as well. It's saying the error "CRM service call returned an error: The state transition requested is not valid for the current state. Current state: 3, current status: 32, target state: 1."

Any ideas please?

How to display students name in html dashboard

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when we give student name in student name field(rohit) that name should display on html dashboard under student information how to show that. any one can you please help as it is an prod environment it cmes under priority 1

any suggestion will be marked as verified immediately

"The formula field isn't valid." when doing a CRM import

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Hi, 

I'm getting the attached error when attempting to do an import from Dev to Test. I've stripped everything out, and have no changes ... only the existing Entity and then I Export -> Import and get this error.

I've also included the XML log file ... and as you can see it doesn't say which field is giving me grief. It refers to "s137" but I don't know what that means.

Does anyone have any advice? I've search this forum and others and tried all the solutions given. 

tia,

Rodney

XML Log: 

<Row ss:AutoFitHeight="0">
<Cell ss:StyleID="s137" name="Time">
<Data ss:Type="String">15:55:17.61</Data>
</Cell>
<Cell ss:StyleID="s137" name="ItemType">
<Data ss:Type="String" />
</Cell>
<Cell ss:StyleID="s137" name="Id">
<Data ss:Type="String" />
</Cell>
<Cell ss:StyleID="s137" name="Name">
<Data ss:Type="String">all</Data>
</Cell>
<Cell ss:StyleID="s137" name="LocalizedName">
<Data ss:Type="String" />
</Cell>
<Cell ss:StyleID="s137" name="OriginalName">
<Data ss:Type="String" />
</Cell>
<Cell ss:StyleID="s137" name="Description">
<Data ss:Type="String" />
</Cell>
<Cell ss:StyleID="s137" name="Status">
<Data ss:Type="String">Failure</Data>
</Cell>
<Cell ss:StyleID="s137" name="ErrorCode">
<Data ss:Type="String">0x80044150</Data>
</Cell>
<Cell ss:StyleID="s137" name="ErrorText">
<Data ss:Type="String">Target string size is too small to represent the XML instance</Data>
</Cell>
</Row>

Hide Flyout menu in Ribbon when no items are visible

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When placing a flyout in the ribbon, is there a way to determine that all the individual buttons within the flyout are hidden so therefore hide the flyout itself instead of showing an empty flyout? 


Export to Excel - Dynamic Pivot Table

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Hi,

In CRM 4.0 as soon as we open a Dynamic Pivot table, the excel opens up as below. But in CRM 2013, even though we export a Pivot Table, the excel opens up only with the data. Not in the below format. Any idea why?

Please give me information for Business Rules Active or DeActive for StateCode and StatusCode value.

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Hello All Expert,

Please give me information for Business Rules Active or DeActive  for StateCode and StatusCode value.

Thanks,

can somebody please guide how to start off with MS Dynamics CRM.

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Hi,

I am new to MS Dynamics CRM, can somebody please guide how to start off with MS Dynamics CRM.

Thanks & Regards,

Adding Opportunity Product / Opportunity Line Item to Opportunity via C# in Dynamics CRM

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I have a scenario where I need to insert Opportunity line (Opportunity Product) to Opportunity via C#. I have gone through the Web API Entity reference and tried to insert Opportunity product via C#.

var jsonBody = new Dictionary<string, object>()
{
{ "uomid@odata.bind", "/uoms(5b71260d-3248-e611-80d1-00155ddc4299)" },
{ "productid@odata.bind", "/products(9a9b2e45-d5d3-e811-80e5-00155d02682b)"},
{ "opportunityid@odata.bind", "/opportunities(eb166885-4fde-e911-a95a-00155d026b79)"},
{ "quantity", 1.0000000000 }
};

string httpUrl = "{my URL}/api/data/v8.2/opportunityproducts";
string httpMethod = "POST";
var url = new Uri(httpUrl);
var method = new HttpMethod(httpMethod);
var request = new HttpRequestMessage(method, url);
HttpClient client = new HttpClient(new HttpClientHandler() { Credentials = new NetworkCredential("***", "***", "**") });
client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("application/json"));
client.Timeout = TimeSpan.FromMilliseconds(Timeout.Infinite);
string jsonItem = Newtonsoft.Json.JsonConvert.SerializeObject(jsonBody, Formatting.Indented);
request.Content = new StringContent(jsonItem.ToString(), Encoding.UTF8, "application/json");

var responseaa = client.SendAsync(request).Result;
string responseContent = responseaa.Content.ReadAsStringAsync().Result;

The Above code is not working and it's not inserting any new line Item.

I am getting BadRequest with message :
"message":"Unexpected exception from plug-in (Execute): XrmMasters.CalculateOpportunityProducts: System.NullReferenceException: Object reference not set to an instance of an object."

Any idea on how to insert Opportunity Line Item with Product reference via C#. Am I missing any fields here to associate the product with Opportunity Line?

Any help is appreciated.



Help creating a rollup field for all Appointments under an Account

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I build a field with Appointments Regarding Leads and Contacts (as that seems to be the best option) but not all Appointments are rolling up.

Thoughts?

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