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Integrate CRM with WordPress website.

July 12, 2021, 11:15 pm
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Hello,

My requirement is I need a CRM that can track leads from my different wordpress landing pages and websites. The user may come from facebook/linkedin and source it should track that original source of the user. For example, if the user is going through Facebook and he/she see our ad then the user will click that and come to my website and submit the form so I want that user to be created as a lead in CRM and track the source of the lead was Facebook. 

Can anyone please help me in doing this? I am new to CRM. 

Thanks.

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System Views in Dynamics CRM

July 13, 2021, 1:39 am
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I have two questions:

1) Can I deactivate/delete system views? If yes then how?


2) I have a view "Open opportunities" that lists all the opportunities and a view "Won opportunities" that has the opportunities that have been won. I want to know that is there a way that an opportunity automatically gets removed from open opportunities once it has been won? Currently it is present in both the lists open & won. I want it to get removed from open opportunities and be only visible in Won opportunities view.

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How to get the same data that feeds the Dynamics CRM Dataverse analytics report in Power BI

July 13, 2021, 6:07 am
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Hello everyone,

I'm trying to develop a Power BI Report with Dynamics CRM user activity, similar to the dataverse analytics report with information regarding:

  • Total number of active users;
  • Total number of active users logged in CRM per day;
  • Total number of active users by operative system, device type , browser, etc.

I've connected Power BI to the Dynamics CRM database using Common Data Service connection. I'm able to retrieve most of this information through the audit table.

I would like to know which tables have information about the CRM usage:

  • Users login by date/time (in other words, everytime a user opens CRM, even if only to consult information). Through the audit, I only get infomartion about operations (creating/deleting/editing entities). If a user only uses the CRM to consult information (like openning the app or openning a entity), that access is not registered in the audit.
  • How did the users accessed CRM: Through ther phone, computer, did they access the website or the app, etc.

Thank you!

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Exporting to excel without hidden fields

July 13, 2021, 6:53 am
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Hi everyone,

When exporting from dynamics view to excel, you get columns A-C hidden. How can I get an excel file without these fields from dynamics.

I'm using Dynamics 9.0.24.8 on-premises.

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Is it possible to encrypt any field in D365 using OOB encryption?

July 13, 2021, 7:23 am
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Is it possible to encrypt any field in D365 using OOB encryption?

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Can we encrypt any field in D365 using OOB encryption?

July 13, 2021, 7:33 am
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Can we encrypt any field in D365 using OOB encryption?
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How to customize Print/Email to PDF Templates? And where is the default one?

July 13, 2021, 7:42 am
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I need to modify the content and layout of the PDF file that is generated via the "Export to PDF" button shown below. 

Where can I access the default template that handles this? 

What do I need to do to modify the default or create a copy to modify and then set the modified copy as the default?

The goal is that when users hit the "Export to PDF", the system uses my Modified Template instead of the default. 

Any help, advice, suggestions, and or "how to' instruction would be greatly appreciated. 

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Dynamics 365 9.0 Service Pack 1 taking long time to complete

July 13, 2021, 8:03 am
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I am currently in the process of installing Update 1.1 for version 9.0 on-premise. It is at the part where it is "Applying Database updates for organization. This is a long running operation." It has been running for well over an hour. Does anyone have any experience with installing this update? What kind of eta should I expect?

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When does field 'source email' get filled in automatically on a lead/contact/account?

July 13, 2021, 8:27 am
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Hello

Can anyone tell me when/how the source email field gets filled in on a contact/account lead?

I've created multiple marketing emails, but it never seems to be filled in automatically.

Who can help me?

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Javascript to open a related quick-create form

July 13, 2021, 8:57 am
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Hello,

I've been working on a javascript snippet that when you click on a button from the ribbon, it opens new quick create form for a related record. It is a custom entity, and I've created a 1:N relationship, where the Opportunity can have many of these "contact attempt" records tied to it. I'm super close with the code, but I cannot get the related opportunity to populate on the form. When you click the button on an opportunity's ribbon, it should populate that opportunity into the form, but It opens without that value every time. I've worked through a couple of suggestions here in the forum, including adding an onload action (based on this: https://butenko.pro/2020/09/15/js-how-to-get-the-originating-record-reference-in-the-form-script-of-the-quick-create-form/) and using the XRM open form utility (following this: https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg334375(v=crm.8)) But it's just not working. 

Below is my code snippet. Any help/ideas would be appreciated. (aaaaa = replacing the company name in the code)

function contactAttemptQC() {    var entityFormOptions = {};
    entityFormOptions["entityName"] = "aaaaa_contactattempt";
    entityFormOptions["useQuickCreateForm"] = true;

    var today = new Date();
    var dd = String(today.getDate()).padStart(2, '0');
    var mm = String(today.getMonth() + 1).padStart(2, '0'); 
    var yyyy = today.getFullYear();

    var formParameters = {};
    formParameters["name"] = "Contact Attempt";
    formParameters["aaaaa_contactdate"] = today;

// Set lookup column
    formParameters["aaaaa_attemptsid"] = "parentRecordReference.id";
    formParameters["aaaaa_attemptsidname"] = "parentRecordReference.name";


// Open the form.
    Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
        function (success) {
            console.log(success);
        },
        function (error) {
            console.log(error);
        });
}
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How to implement Multi-selection optionset in CRM V8.2

July 13, 2021, 8:58 am
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Hi,

we are using CRM 8.2, and we need Multi-section optionset in our project, I know this will be a default feature on CRM V9.0, but since we are still usingV8.2, can anybody help me how to create this Multi-selection optionset in CRM 8.2?

Thanks  a lot,

Peter

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Can we encrypt any field in D365 using OOB encryption?

July 13, 2021, 9:26 am
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Can we encrypt any field in D365 using OOB encryption?

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Duplicate Contacts in Dynamic Marketing List

July 13, 2021, 11:38 am
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Hello!

Can you tell me the best way to remove duplicate contacts in a dynamic marketing list?

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We ran into a problem moving the form field

July 13, 2021, 1:50 pm
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I am trying to arrange fields on a form. If I move fields on the left side (vertically only) it works, if I try to move fields on the right side the dynamics shows me the title's error. I noticed the console gives this error:

TypeError: Cannot read property 'colspan' of undefined
at Function.isNewCellHaveSpace (form-designer.c6a96a7f.chunk.js:2)
at Function.addToAvailableSpace (form-designer.c6a96a7f.chunk.js:2)
at f.restructureSection (form-designer.c6a96a7f.chunk.js:2)
at f.addCellToSectionWrtReferenceCell (form-designer.c6a96a7f.chunk.js:2)
at f.insertCell (form-designer.c6a96a7f.chunk.js:2)
at f.insertElement (form-designer.c6a96a7f.chunk.js:2)
at g.insertElement (form-designer.c6a96a7f.chunk.js:2)
at n.makeFormModelChange.actionName (form-designer.c6a96a7f.chunk.js:2)
at Object.<anonymous> (form-designer.c6a96a7f.chunk.js:2)
at Generator.next (<anonymous>)

Funny enough, after I receive this error if I successfully move the left side verticlly again the field on the right side i attempted to move deletes itself from the form completely. 

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how can you have a shipto_composite without a shipto_addressid?

July 13, 2021, 3:00 pm
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<filter type='and'><condition attribute='shipto_addressid' operator='null' /><condition attribute='shipto_composite' operator='not-null' /></filter>

I have 62 salesorders that pass this filter. Many more that don't -- it's intermittent.  Has anyone ever seen this?

More importantly, how do we avoid a 63rd?

TiA

-Tally Ho

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Power Automate flow to send email connect d365 sales

July 13, 2021, 6:10 pm
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Hi,

I have never used power automate earlier, Requirement is I need to send email notification to Owner's of the record if the due date is Overdue. How can I achieve this in Power Automate. Like recurring every morning, this flow should run and check for the records which is overdue and send email notification. I googled everwhere but couldnt find the exact way

What I need to select from here? Help

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Bulk Contact merge using console application

July 13, 2021, 7:58 pm
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Hi I am trying to use the below code to contact merge ,

but this code gives only for text field how about two options ,optionset values and date values


for example if the master contact record has one field(attribute) with flag yes or no, for this how we do validate for subordinate record and master record and how do we assign that value from subordinate record to master record, please help for the option set values and date values as well.

publicvoidMergeAccounts(Guid masterAccountId, Guid subOrdinateAccountId)
       {
           try
           {
               //Create CRM Connection       
               IOrganizationService crmConnection = GetCRMConnection();
 
               //Create the target for the request.       
               EntityReference target = newEntityReference();
 
               //Id is the GUID of the account that is being merged into.       
               //LogicalName is the type of the entity being merged to, as a string       
               target.Id = masterAccountId;
               target.LogicalName = "account";
 
               //Create the request.       
               MergeRequest merge = newMergeRequest();
 
               // SubordinateId is the GUID of the account merging.   
               merge.SubordinateId = subOrdinateAccountId;
               merge.Target = target;
               merge.PerformParentingChecks = false;
               Entity updateContent = newEntity("account");
               varcols = newColumnSet(new[] { "primarycontactid", "websiteurl", "telephone1", "fax", "emailaddress1"});
 
               //Get Master Account Primary Contact,Website,Phone,Fax,Email
               varmasterAccount = crmConnection.Retrieve("account", masterAccountId, cols);
 
               //Get Subordinate Account Primary Contact,Website,Phone,Fax,Email
               varsubOrdinateAccount = crmConnection.Retrieve("account", subOrdinateAccountId, cols);
 
               //If PrimaryContact,Website,Phone,Fax,Email fields data are populated on the Subordinate Account and NOT populated on the Master Account. updated these Subordinate account values to the Master record.                 
               if(!masterAccount.Contains("primarycontactid") && subOrdinateAccount.Contains("primarycontactid"))
                   updateContent.Attributes.Add("primarycontactid", newEntityReference("contact", subOrdinateAccount.GetAttributeValue<EntityReference>("primarycontactid").Id));
 
               if(!masterAccount.Contains("websiteurl") && subOrdinateAccount.Contains("websiteurl"))
                   updateContent.Attributes.Add("websiteurl", subOrdinateAccount.Attributes["websiteurl"]);
 
               if(!masterAccount.Contains("telephone1") && subOrdinateAccount.Contains("telephone1"))
                   updateContent.Attributes.Add("telephone1", subOrdinateAccount.Attributes["telephone1"]);
 
               if(!masterAccount.Contains("fax") && subOrdinateAccount.Contains("fax"))
                   updateContent.Attributes.Add("fax", subOrdinateAccount.Attributes["fax"]);
 
               if(!masterAccount.Contains("emailaddress1") && subOrdinateAccount.Contains("emailaddress1"))
                   updateContent.Attributes.Add("emailaddress1", subOrdinateAccount.Attributes["emailaddress1"]);
 
               merge.UpdateContent = updateContent;
 
               // Execute the request.  
               MergeResponse mergeRes = (MergeResponse)crmConnection.Execute(merge);
           }
           catch(Exception ex)
           {
               //Throw the exception       
               throwex;
           }

 Kindly help me here 

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Dashboard Filter by

July 13, 2021, 10:31 pm
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Hi, I have a question on filtering dashboard. I want to create a new dashboard and I want to add some other field inside the Filter by category and right now I haven't found a way to do it:

I want it to be like below example,where I can select the filtration not just based on Created on and Modified on:

How do I do that? 

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I have a scenario where i need to make the bpf stage as finished when clicked on resolve case. Currently when i click the resolve button its going into Aborted state, how do i change this?

July 13, 2021, 11:23 pm
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I have a scenarion where i need to make the bpf stage as finished when clicked on resolve case. Currently when i click the resolve button its going into Aborted state, how do i change this?

I need to make the bpf stage closed eben if the case is resolved in the first stage.

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Replace fields shown on list in categorized search

July 14, 2021, 12:06 am
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I want to replace the 3 fields that appear in the categorized search with 3 other fields:

 

I configured the Quick Find view to display the fields that I need, however, I am still not getting the results that I want. 

Does anyone have any suggestions or steps that should be taken, please?

Kind regards,

Marie

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