Hi to All,
we use Microsoft Dynamics® CRM 2016 (8.0.1.79) (DB 8.0.1.79).
we noticed that the timestamps of all activities which belong to the opportunity change, when the owner is changed. The timestamps all get the timestamp of the change of ownership. We couldn't find any custom code. Is it possible that this is a basic functionality of Dynamics?
Many thanks for your help.
Reibini
Hi,
I am attempting to incorporate some search functionality in my application which queries the Dynamics REST API using FetchXML.
I have found that when attempting to perform search it works fine on non-lookup fields but I am able to search on lookup fields (i.e. on the incidents entity, statuscode like %case created%). It looks like in this case the like is performed against the numerical statuscode as opposed to the display string (i.e. Case Created).
How can I perform search on lookup fields?
Regards,
Andy
Hi,
I'd like to utilise the Relevance Search API in my application:
Search across entity data using relevance search (Microsoft Dataverse) - Power Apps | Microsoft Docs
Unfortunately when I make the API call (POST [Organization URI]/api/search/v1.0/query) I get the following error message:
We need to know the number of years until a contact's high school graduation year. Currently we have a text field for HS grad year (but it could be an integer).
I want to take this year, subtract it from the current year and populate an integer field with the result. However, there doesn't seem to be an easy way to do this.
I could have the user enter the HS grad year as a date, but then it would display the entire date and we only need the year. If using a date field is possible then I can do this with a simple calculated field.
Or maybe there's a way to do the following:
Users enters year in text field -> copy that into hidden date field with preset month and day -> calculate "years until..." field based on this date field
I am trying to get the values of market segment from lead from and use it to disable fields on the related entity, but my code does not work please help if you could i am new to javascript
market segment is option set
function GetMarketSegment(executionContext)
{
var formContext = executionContext.getFormContext()
if(new_marketsegmentcode = 359030000,359030003,359030004)
{
disableFormFields;
}
}
function disableFormFields(executionContext) {
var formContext = executionContext.getFormContext()
executionContext.getFormContext.getAttribute.forEach(function (control, index) {
var controlType = control.getControlType();
if (controlType != 'iframe' && controlType != 'webresource' && controlType != 'subgrid')
control.setDisabled(true);
});
}
$.ajax({
type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: Xrm.Page.context.getClientUrl() + "/api/data/v9.1/leads(new_marketsegmentcode)?$select=new_marketsegmentcode",
beforeSend: function(XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
XMLHttpRequest.setRequestHeader("OData-Version", "4.0");
XMLHttpRequest.setRequestHeader("Accept", "application/json");
XMLHttpRequest.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
},
async: true,
success: function(data, textStatus, xhr) {
var result = data;
var new_marketsegmentcode = result["new_marketsegmentcode"];
var new_marketsegmentcode_formatted = result["zipari_marketsegmentcode@OData.Community.Display.V1.FormattedValue"];
},
error: function(xhr, textStatus, errorThrown) {
Xrm.Utility.alertDialog(textStatus + " " + errorThrown);
}
});
Scenario:
A customer downloads a brochure from my website... so I create an "OPPORTUNITY" for that "CONTACT" at that "ACCOUNT". I "SET REGARDING" to the "OPPORTUNITY" and then send the email. Soon after, OUTLOOK CATEGORY shows that the sent email has been "TRACKED TO DYNAMICS 365" and the email appears in the "TIMELINE" in Dynamics under that "OPPORTUNITY". (all good so far!)
Then, that customer replies to my email with a question. That reply email is also tracked as evident by both the OUTLOOK CATEGORY showing "TRACKED TO DYNAMICS 365" and this second email appearing in the "TIMELINE" under that "OPPORTUNITY". (still good so far!)
So, I reply to this email and answer my customer's question. I want my reply email tracked as well, however, the tracking chain is broken and I must "SET REGARDING" all over again to the same "OPPORTUNITY" (not good).
Do I need to change a setting? Or am I doing something wrong? If my customer and I go back in forth 10 more times, I want all of the emails in this chain of correspondence tracked automatically to the original "OPPORTUNITY" without having to manually "SET REGARDING" 10 more times. What am I missing?
Thanks!!
Howdy CRM World,
Just got a bizzard requirement where in when my sales ppl insert email template (either from within CRM or outlook), apart from automatically filling in email subject & description, they also want to add a mailbox address or any user automatically to the email To/bcC recipients list. Is it even possible?
I know there is no place in email template to configure this or OOB way of achieving. Looking for valuable suggestions.
Thanks in advance
Hello,
is there any easy way to reset the security roles to how they are fresh out of the box? I was thinking I could reset the sandbox, but I don't think there is a "security role" solution I could export from the sandbox and import into production. Or could I create a custom solution? Any thoughts would be appreciated.
Also, what is the best security role to have read/write access to all basic and custom entities but not any more privledges than that really?
There seems to be a padding/spacing issue with buttons on the toolbar on the latest webkit-based browsers (noticed on Edge and Chrome so far).
We're on 8.1.0.359 - does anyone know if the most recent update rollup fixes the issue?
Hi,
I need to be able to get the User roles of the owner of a record. Am able to get CurrentUserRoles but the current user may not be the owner of the record that has been selected. The reason for this is that we have an entity called staff records for one of the services that our organization provides.
Staff (of that service) may fit into one of 3 categories:-
Team leaders need to be able to see the records of Support staff but not there own or other Team leader records - so when they open a record the code (javascript) needs to be able to check whether that record belongs to a Support staff person or another Team leader (i.e. their being a Team leader is defined by a particular security role).
So I was hoping to find some function along the lines of 'getSecurityRoles(userGUID)' which, I assume, would return an array of the User's roles (guids) from which I could then match a role and immediately close the form/record if necessary - i.e. if it belonged to another Team Leader.
If anyone can help me with the code to resolve this it'd be greatly appreciated.
Regards, Doug.
How can i create phone number validation on quick create account in CRM
Like this format: 999-999-9999.
phone number accept only numeric values
Can you please help any one.
Thank you
cannot get related entity data but i can get current entity data how to get related entity data
Requirement: Web role with employee and payroll admin can see the cases created by themselves and can also see the cases created by all payroll admins. i.e. all the cases with contact level access and other account-level cases with filtered by logged-in user and further filtered by a specific column.
Options tried that didn’t solve the issue :
Server-side filtering: To show the employee cases along with payroll admin cases,
The solution, which we are looking for:
As per subject, I need to export a record of all failed imports which exceed 5000 records. How can I do this please?
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Hey everybody!
Can anybody tell me if there is an dark mode feature for dynamics 365?
And if yes, where can I change this setting?
Regards
Sophie
CRM = On Premises, version 9
Exchange = Online
Hybrid connector = all setup
Server Side Sync = Configured. Test Connection results in 3 big green ticks
Open my own mailbox. Re-Approve email and test and enable mailbox. Incoming/Outgoing are listed as successful on the mailbox and I get the standard email in my inbox saying its now connected.
However when I try to track almost anything either in Outlook desktop or OWA it gets stuck in track pending. Wait the 15 minutes for sync - still stuck. The exception is the email sent from CRM 'Your mailbox is now connected' Those are fine.
Checked https://support.microsoft.com/en-us/topic/an-email-or-appointment-tracked-with-dynamics-365-app-for-outlook-shows-as-track-pending-6396f1e8-7a03-69a7-7035-18fe2cec9d93 - but I've done everything required there.
I check the alerts on my mailbox. Warnings for all the emails I've tried to track.
"An unknown error occurred while receiving email through the mailbox "[email subject]". Email server error code is Exchange server returned UnknownIncomingEmailIntegrationError -2147220969 exception. Searching the web for the message it gives other error codes. I looked up the error code on web service error codes. Name: ObjectDoesNotExistMessage: The specified object was not found. That's a classic and not going to get much further.
I see another error rarely in the app itself "Cannot connect to exchange". Search that too and get https://support.microsoft.com/en-us/topic/-can-t-connect-to-exchange-message-appears-when-using-dynamics-365-app-for-outlook-8e280900-70df-0843-0f08-8c5d85b91c9c - which is Exchange on premises - i.e. nothing to do with our setup of on prem CRM hybrid connecting to Exchange online. Cause suggests its a problem with Oauth though, so I decide to revisit the SSS setup bits on OAuth to see if I've suddenly missed something.
Went to https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/deployment-administrators-guide/hh699726(v=crm.8)?redirectedfrom=MSDN and checked ADFS server (version 6.3.0.0 apparently according to the about - though its on Server 2012). Forms Authentication is ticked for Intranet.
Look at the next step $ClaimsSettings = Get-CrmSetting -SettingType OAuthClaimsSettings - Output it, because I swear I did this last time, and it indeed is set to Enabled = True.
Back on the ADFS server, I re-run the following as it was reccomended to try: Set-AdfsProperties -WIASupportedUserAgents @("MSAuthHost/1.0/In-Domain","MSIE 6.0","MSIE 7.0","MSIE 8.0","MSIE 9.0","Trident/7.0","MSIE 10.0","MSIPC","Windows Rights Management Client","MS_WorkFoldersClient","=~Windows\s*NT.*Edge")
And on the guide above I try re-running the script on AvDFS Add-AdfsClient -Name "Dynamics 365 App for Outlook" -ClientId [our id] -RedirectUri https://[crmurl]/crmmailapp/code_auth.aspx
I could have sworn I did this last time without issue, but this time I get an exception: The client id must be unique across all clients. I'm guessing that's because I already did it the first time. If I go Get-AdfsClient -ClientId [clientid] I get the matching parameters and it is enabled, so I presume I've covered the bases there.
Tried going over https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/post-installation-configuration-guidelines-dynamics-365#additional-steps-for-clients-unable-to-connect-to-the-dynamics-365-server-via-ifd reccomended by Microsoft from previous thread, specifically remove site authentication providers.
Tried removing and redeploying the app.
Enabled protected mode in Local intranet (it already was for internet) and added our CRM url to the trusted sites.
I am a system administrator so it is not security role related.
I'm not really sure where to go from here? Changes in IIS? I saw a thing about running a Powershell script along the lines of Grant-AdfsApplicationPermission -ClientRoleIdentifier "" -ServerRoleIdentifier https://auth.abc.com - but the grant-adfsapplicationpermission command is not recognised on my adfs server, seems to be for a later version of windows server?
Still get the same cannot connect and the unhelpful error code after all of the above.
Hi experts,
I have a problem regarding a new column of an existing table.
In the Case entity, the Origin column allows to choose between Phone, Email, Portal and Internal.
However, for an evaluation by means of a diagram I would like to distinguish only between internal (contains internal) and external (contains telephone, e-mail and portal).
Therefore I have created a new column called Source. Here there are only the options Internal and External. Now I have created the following business rule of the Case entity:
If Origin equals "Internal"
Then
Set Source to "Internal
Else
Set Source to "External
This also works well when new cases are created. However, this business rule does not apply to old, i.e. existing, cases. The Source column is only updated once I open a case. Then only this case will be updated.
How can I make the data update also for existing cases without having to open all of them? Or how do I trigger the created business rule for all cases?
Thank you very much in advance!
Hi All,
We are using MS Dynamics 365 On-Premise version 8.2.
Our client also has old application running on MS Dynamics 2011. Now they are facing issue with "Window.ShowModalDialog()" in the Dyanmcis 2011 application. Here is the query:
We’re having a problem in some of our CRM where in the old code we had written uses Window.ShowModalDialog but that is no longer supported by the latest updates to Chrome and Edge.
var popup = window.showModalDialog(Xrm.Page.context.getClientUrl() + "/WebResources/cmm_sendemail.htm", this, 'center:yes;unadorned:yes;resizable:1;dialogHeight:60px;dialogwidth:550px;scroll:no;status=no');
So we have to use window.open
var popup = window.open(Xrm.Page.context.getClientUrl() + "/WebResources/cmm_sendemail.htm", "Send Email", "center=yes,height=60,width=550,scrollbars=no,resizable=no");
How do we pass the form context (“this”) to the HTML page so we can extract EntityID, EntityName, etc.? Do we have to send each one individually or can we send the whole form context and extract it by element name on the HTML page?
Because this will no longer work since there is no dialogArguments being passed.
var entityId = window.dialogArguments.Xrm.Page.data.entity.getId();
var entityName = window.dialogArguments.Xrm.Page.data.entity.getEntityName();