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

Custom editable form on portal. Print afterward

$
0
0

I have two requirement from a customer I'm struggling with. Hopefully I will find some answers here. I'm not a big coding expert myself.

We have a product record in Dataverse (CDS) with basic info like itemno, description. dimension. Also editable dimensions for packaging dimension. The later are filled in by the vendor.
This information should then be printed on a A4 layout so it can be put on the outside of the box.

Preferably we create the input form very similar to the printed layout. So a standard entity form is rendering much to basic. How do i get the different input fields on dedicated places on my web page?
What would be a simple approach to let the portal user print the 'pixel perfect' shipping mark? A download pdf file would be ok,

The print should also include an image of the product. Should I go the web file route for that of a URL to the image?


If I'm running and Workflow (async) and a MS Flow (powerAutomate) on the same trigger, Which one will get executed first and what is the process behind it ?

$
0
0

If I'm running and Workflow (async) and a MS Flow (powerAutomate) on the same trigger, Which one will get executed first and what is the process behind it ?

CRM365 Portal - not applying N:N relationship from entity form

$
0
0

Hi,

i am CRM365 - powerapps portal (Custom Portal) 

I have CRM365 form which have 2 subgrids, 1st one have N:N to relationship (ED & ED outcomes) 2nd one display lookup which display selected records on 1st grid only.  It works perfectly fine in crm. When i copy and add same form in port as an entity form, relationship not working. Inspect element show filtering is applied but not working when i access form from CRM portal. Is it a Bug (N:N relationship not rendering correctly from crm to poral ? or am i missing something? Scrren shot for reference. 

1st grid (N:N relationsihip in CRM - Selected 2 records

In CRM

1 - i add 2 ed items ( career Growth , work job search) 

2 - On 2nd subgrid , i have lookup which display (2 items selected from 1st grid) 

On  Portal

1 - i add 2 ed items ( career Growth , work job search) 

2 - On 2nd subgrid , i have lookup which display all items . ( i want 2 items which selected in 1st one  

 

Inspect element applied all filters on grid. Not sure not displaying

 <div class="entity-grid" data-allow-filter-off="false" data-apply-related-record-filter="true" data-column-width-style="Percent" data-defer-loading="true" data-enable-actions="false" data-filter-attribute-name="ict_serviceplan" data-filter-entity-name="ict_serviceplan" data-filter-relationship-name="ict_ict_serviceplan_ict_employabilitydimensio" data-get-url="/_services/entity-lookup-grid-data.json/d78574f9-20c3-4dcc-8d8d-85cf5b7ac141" data-grid-class="" 

Thanks

Load a form "Tab" based on Security Role

$
0
0

Hi Everyone,

I am trying to Load a tab based on the Security role. Can anyone please help? 

I tried using the below code on the form onLoad but no luck.

Can anyone please correct me?? or provide a better solution.

For below code; i used onload function "leadFormCustomization.customEditAccess"

 

var leadFormCustomization = {

customEditAccess: function (execContext) {
debugger;
var formContext = execContext.getFormContext();
var userSettings = Xrm.Utility.getGlobalContext().userSettings;

//Get Security Roles of the current User
var securityRoles = userSettings.securityRoles;

//Below is the GUID of the Security Role "CustomEditAccess"
var securityRoleId = "7b54873B06-A234-EA11-A812-000D3A53014B";


for (i = 0; i < securityRoles.length; i++) {
//If current User contains the Required Security Role
if (securityRoles[i].toUpperCase() == securityRoleId.toUpperCase()) {
		Xrm.Page.ui.tabs.get("tab_2").setFocus()

}}}}


Thank you in advance.

How to display lookup values based on another lookup in Dynamics CRM

$
0
0

Hi,

I am trying to display Cities based on the Country selected. Have defined both Country and City as a Custom entity. In the classic view of Dynamics CRM I know that it can be achieved by using 'Related records filtering' option.

But I am trying to do it by using the new Power Apps UI. I am not able to find this option. Can anyone suggest how can I achieve it using Power apps.

Thanks

Microsoft Windows Server 2019 Support - it's now 2021.

$
0
0

I haven't seen a recent update on this topic and I'm about to embark on the Dynamics CRM journey. I am loathe to use Windows Server 2016 due to countless issues with Windows Updates (Different issue for another thread).

Microsoft hasn't appeared to update their Minimum / supported system requirements for over 18 months.

1. Does Microsoft officially provide support for Dynamics on Windows 2019 or have plans to?

2. Is Microsoft still actively developing Dynamics and interested in supporting it moving forward? (a lack of progression to the latest OS points puts this into question).

Thanks for your time.

Thomas

Migrating Users from Internal (AAD) to Guest (AAD)

$
0
0

We're an unusual organisation in that the vast majority of our Dynamics 365 CE Power App users  are outside our organisation.  When the system was implemented, we created AAD accounts in our tenant for these users, and allocated licenses etc.  Not sure why this done (before me!).  We can now provision guest users with the per app licenses and PowerBI licenses that they need, but we have transactions for existing users in Dynamics that we want to preserve, i.e. when we create a guest user for "Person A", we want to ensure that the domain user "Person A"s history is merged (ie, we don't have an audit trail for 2 different user accounts).  So, not an Azure problem, but a Dynamics one.  Perhaps we can somehow update the Dynamics user's SID/object ID from Azure with the "new" one?

Any help or suggestions appreciated.

Steve.

Future of USD with respect to Customer Engagement (On Premise)

$
0
0

Hello Experts,

I need your Valuable input in order to clarify few points related to Future of USD with Dynamics CRM Customer Engagement Module (On Premise).

Our Client is currently using Following:

Dynamics CRM Version: 8.2.10.24 (On Premise)

USD Version: Unified Service Desk: (USD) 4.1.1397

Browser: IE 11

By Keeping certain factors in Mind Like (IE support Deprecation in Near Future, OMNI Channel USD Features Updates, High Rate of CRM Migrations to Online Versions) - What you think Are there any Items that we need to prepare for with respect to Future?

Any Suggestions will be highly Appreciated.


Regarding Option Set

$
0
0

I want to add the dynamic Single Line Text Field data to Option Set I have written JavaScript regarding the same, But I want maximum value of available options set options see the example for your reference

 Example:

Skill is option set [Java, C++, C] there options are available and there values are as follow [112550000,112550001, 112550002]

if I will add next skill using JavaScript I want  maximum value which is present at option set for.Ex -> 112550002

Is there any method which will fetch the maximum value of option set automatically

Thanks! 

Sending Bulk Email

$
0
0

Can anyone please help me for send bulk email for approx 500 subscriber at a time 

Is it possible to host Power App and Dynamic CRM (SAS) between two different tenancy.

$
0
0

Can anyone help me with a solution to host CE portal (public facing) and Dynamic 365 CRM hosted in different tenancy . This is similar to have portal in DMZ and Data source in the internal network which could provide logical boundary to achieve security requirement using D365 SAS.

my plugin is working only on profiling ,if triger generally i'm getting an error like this "Object reference not set to an instance of an object" what is the issue can any one help me here?

$
0
0

THIS IS MY CODE

MY IS BELOW:

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;


namespace ActionStepsExecutionStatusDecisionPlugin
{
public class ActionStepsExecution : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory servicefactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = servicefactory.CreateOrganizationService(context.UserId);
try
{
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity _target = (Entity)context.InputParameters["Target"];
EntityReference regarding = null;

QueryExpression querytask = new QueryExpression(_target.LogicalName);
querytask.Criteria.AddCondition("activityid", ConditionOperator.Equal, _target.Id);
querytask.ColumnSet = new ColumnSet("regardingobjectid");
EntityCollection task_entity = service.RetrieveMultiple(querytask);
foreach (Entity task_res in task_entity.Entities)
{
regarding = (EntityReference)task_res.Attributes["regardingobjectid"]; //ActionSteps

}

if (regarding.LogicalName == "qbd_actionsteps")
{
string InputField = string.Empty;
Entity action_entity = service.Retrieve(regarding.LogicalName, regarding.Id, new ColumnSet("qbd_actionstepssource"));//Retrive source field schema name
if (action_entity.Contains("qbd_actionstepssource"))
{
InputField = action_entity.GetAttributeValue<string>("qbd_actionstepssource");
}
else
{
throw new InvalidPluginExecutionException("Action Steps Source cannot be null");
}


EntityReference parent_entityref = null;

#region Get Total Task Count
QueryExpression querycount = new QueryExpression(_target.LogicalName);
querycount.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, regarding.Id);
querycount.ColumnSet = new ColumnSet("subject");
EntityCollection taskcount = service.RetrieveMultiple(querycount);
int task_count = taskcount.Entities.Count;
#endregion

#region Task Loop - Action Step Status Update
QueryExpression query_as = new QueryExpression(regarding.LogicalName);//ActionSteps
query_as.Criteria.AddCondition("qbd_actionstepsid", ConditionOperator.Equal, regarding.Id);
query_as.ColumnSet = new ColumnSet("qbd_name", "qbd_actionsteptaskstatus", InputField);//qbd_actionstepsidcc
EntityCollection asfetch = service.RetrieveMultiple(query_as);
foreach (Entity actionsteps in asfetch.Entities)
{
parent_entityref = (EntityReference)actionsteps.Attributes[InputField];

#fields update
}
}
#endregion

#region Action Step Loop - Parent Entity Status Update
Entity parent_entity = service.Retrieve(parent_entityref.LogicalName, parent_entityref.Id, new ColumnSet("qbd_name", "qbd_executionstatus"));//Retrive Parent

QueryExpression query_actions = new QueryExpression(regarding.LogicalName);//ActionSteps
query_actions.Criteria.AddCondition(InputField, ConditionOperator.Equal, parent_entityref.Id);
query_actions.ColumnSet = new ColumnSet("qbd_name", "qbd_actionsteptaskstatus", InputField);
EntityCollection actionsfetch = service.RetrieveMultiple(query_actions);
foreach (Entity all_actionsteps in actionsfetch.Entities)
{

#fields update
}
#endregion

}
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
}
}

Do we need EasyRepro if we have JavaScript Unit Tests?

$
0
0

Hello Everyone

I am Test Architect at FM Global. I evaluating JavaScript based unit testing vs EasyRepro based end to end automation to validate our customized UI business rule and behavior. My question is do we need EasyRepro based tests if we already do our unit testing thoroughly in JavaScript. What are the risk if we do not do Easy Repro automation.      

SLA / Entitlement migration

$
0
0

Hello Community,

wasn't able to find anything so far regarding this, so I thought I'd ask if someone had a better idea than "ask MS Support".

Situation:
We're using Customer Service (in the Cloud) and we've built our incident management in there. Right now, we are using a mix of new and old records to measure our KPIs:

Entitlements are configured per customer, e.g. "Customer Y - 24/7*4h", using 11 different SLA configurations
SLAs use the "Enhanced SLA" that's about to be deprecated in October. I've just run the Migration Tool (Migrate automatic record creation rules and service-level agreements | Microsoft Docs) for those, expecting the entire thing to be migrated and replaced - however all it does is create new SLA records with the new tech used - but all our entitlements are still using the old SLAs.

Is there a way to also migrate those to the new SLA records? Mass Editing seems to be disabled for this entity for some reason (Thanks, MS).

Error while adding Batch Gifts in Fundraising and Engagement for D365 Sales

$
0
0

After installing Fundraising and Engagement for D365 Sales App. When I click on Save under Batch gifts (blue Button) as per screenshot I get the following error "An unexpected error occurred from ISV code. (ErrorType = ClientError) Unexpected exception from plug-in (Execute):  Plugins.TransactionGiftCreate: System.Exception: The given key was not present in the dictionary."

Has anybody come across this error and have a solution


Quick View form cannot display after upgrade to V 9.0.24.8

$
0
0

Hi all,

I have a Dynamics CRM 2013 and upgraded to the latest version 9.0.24.8. After that, I found the quick view form with a subgrid cannot display normally on the entity form. If I expanded the tab by default and refresh the form, it will be fine. I would like to know whether it is a known issue and any plan to fix it.

Unable to activate key in Gamification

$
0
0

Hello,

I am unable to activate the Activation Key as it is showing an error

I tried closing all the windows and log in multiple times but it is showing the same error

I had create account and contact through lead. lead's contacts information should displayed Primary contact lookup in account

$
0
0

Hello,


I had create account and contact through lead.  lead's contacts information should displayed Primary contact lookup in account.

How can i fix the above one using workflow.

Could you please help anyone.

Thank you.

Regarding Option Set

$
0
0

I want to create new option set values dynamically, Is there any approach for that

I tried to use addOption(obj) method but dynamically created option are only available in UI side and Database couldn't add new created options

Remove comma from whole number field using Java Script, this whole number is incremented and update to primary key text field on other entity as record id

$
0
0

I have whole number field, which is created on Numbercreation entity which is  incremented and updated for each record created on Service entity with the help of workflow proces, this whole number is updated on  primary key text field on Service entity as record number. The problem here with whole number field is it is updated with comma on Service enitty e.g. " 600,000,001"  in this format. How can I remove this comma on the whole number field for whole instance not for personal settings.

Viewing all 46379 articles
Browse latest View live


Latest Images

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