Hello guys,
I'm new to this CRM and Dataverse, might need your guidance on how to add Web Resource to a library ?
So in Dataverse I just add new Web Resource, but I don;t how to add this to a library. Some say in need to be in Classic View. so I'm already in Classic view then select the Web resource that I created. but don;t know what to do next.
Please help.
Thanks
Hello,
We have quite a large database in D365 (approx 40Gb) and the storage costs are quite expensive as you will know.
Realistically, a percentage of the records in CRM are probably old enough where they are only required for historic purposes.
What are the options for archiving such data? I've had a look around and pretty much drawn a blank save for exporting out to SQL/Excel somewhere which seems a little primitive.
Thanks in advance..
Hi guys,
Just "thinking out loud" here, I'm wondering if in Dataverse, when we add a new record which will open a "main form" to create, to be instantly and automatically save at the same time ?
I need that when Dataverse open the "Create form" the GUID for the record is created, no need to click Save button.
Kindly advice, is this possible.
Thanks.
Hi Community,
Can we hide Advanced Find, Quick Create and Task flow buttons from top bar in Model-driven app, refer below screenshot for details:
Thanks,
Hardik Chauhan
Hello All,
In our crm instance i have created routing rules to Automate the case for route to it's correct queue.
But i noticed some thing that after creating the case(with click on "Save")button only after 1 mintues it's automate routed to queue according to it's condition even i not click on "Save & Route" or "Applying routing rule" or "Add to Queue" button.
So i want to know that i'ts oob behaviour?
Hi,
I've encountered a strange behavior in our CRM Online Instance:
I have multiple Forms with "missing" Fields for e.G rollupquery. If I open the form editor they exist on the form and are published.
But they're still getting hidden by something! When I use a script in the console to unhide all Fields on form, they appear.
There are no custom Scripts on that Form, it's completelly vanilla
I've tried:
- removing and adding them again
- using the new & old Solution Editor
- importing the Form from a vanilla CRM
- Modifying the Solution per text editor
but the result stays always the same.
Any Ideas?!
Hello,
our users want to send emails from CRM and they want to enter a queue as the sender.
I cannot select a queue in the "From" field of an email from in CRM.
Is this possibe?
If so, what settings do i have to make for this?
Thanks and best regards
Georgios
Hello,
I have a JS code which runs on Account form onLoad and rollup field onChange - and copies the value from a rollup field to a temp field. I am using that temp field as a trigger in my workflow to set the account status accordingly.
However, I have noticed that whenever the system updates the rollup field, it does copy over to the temp field fine, BUT does not trigger the workflow since the form does not save after the temp field updates. I added lines of code to autosave. But it is not working as expected. Note that I do have auto-save turned on in System Settings, but the save does not trigger when the temp field populates.
function new_openopp ()
{
var formOP = Xrm.Page.getAttribute("opendeals").getValue();
Xrm.Page.getAttribute("openopportunitiestemp").setValue(formOP);
function AutoSaveForm() {
if (Xrm.Page.ui.getFormType() == 2) { //only for form update
var intervalId = window.setInterval(
function () {
window.clearInterval(intervalId);
Xrm.Page.data.entity.save()
}, 3000);
}
}}Is there anything missing here? Would appreciate any help here.
Thanks,
Aneeqa
Hi,
I have tried many different ways to implement this but I am unable to achieve desired result. Please guide me if you have come across this with a good solution.
I have form with two options field. I am trying to lock this two options field once the user makes a choice and saves the form. That means he has locked his choice.
So, far I tried a business rule and a client side script to lock the field on change of the same field. What's happening is it locks as soon as I click on the field and even before saving the form. That means if user makes a choice by mistake he can't revert back. And I can't implement it through plugin either. So, I am kind of stuck as to how best to implement this! Am I thinking through in the right direction? or is there a better way to handle this usecase? Please suggest.
Thanks for any help!
Hi Guys,
I am trying to create a simple report using the oob report wizard in CRM online.
I am getting the the below error. Previously I was able to create the reports in the same way.
How can I resolve this issue?
How is this going to work as the Dynamics App for Outlook requires Internet Explorer and does not work with Chrome or Edge? Will they be releasing a new version. What about on-premise users?
docs.microsoft.com/.../internet-explorer-11-support-end-dates
I'm having an issue with a dependency on a custom control I've installed and used in a couple forms.
I first imported a managed solution of the control in Dev and tested it out. A couple weeks later I imported an updated version of the control. It was working great until I tried to export my solution. There was a missing dependency on a part of upgraded control, which seemed strange. Still not sure why that happened.
To fix this, I tried deleting the control solution but the following dependency came up:
This says it's Required By my TABLE NAME (Form). This is NOT the name of the form it was on. I've never seen a dependency like this before so not sure how to fix it. I tried removing the control from the subgrids it was on and was able to export it from Dev and import into Test, but now the control doesn't work at all.
I've tried:
None of this fixed the control not working in Test nor did it remove the dependency.
I've reached out to the developer who said there may be an older version installed in the environments but haven't heard anything else from him yet.
Any thoughts would be greatly appreciated!
I need to take all of the customizations from one environment, and move them to another. However, the source environment has several managed solutions which are not present in the new environment (its brand new). If i take the entire default solution and export it, then import it to the new environment, it tells me that everything from the managed solutions is missing.
If I then go to the managed solution, create an unmanaged solution to export the individual entities, when I export and import that, it tells me that the managed solution is missing. even if I go down to the single entity level and export just one entity and its required components, it tells me that the entity that I am importing is missing or not in the solution.
Is there a way to move managed solution components without the original managed solution files? I dont have them.
Hi,
Is it possible to add the custom filtering to the dashboard views?
I have read some posts that mentions that custom filtering is possible in the subgrids by adding xml in the retrieve multiple plugin but not sure if it is possible to do it in Dashboard views.
Please advise is there any approaches to make custom filter possible in the dashboards?
Thanks!
After migration from CRM 2011 to CRM 365 ON-PREMISE, there is a problem with standard export of reports in any format (pdf, xlsx, ttif, html).
Sometimes (very rarely) there are no problems, but most often the CPM immediately gives an export error "An error has occurred. Please try again later."
Also there is no way to print. After clicking on the printer icon, CPM offers to print not "to a printer", but in pdf. If allowed, the above error occurs.
The problem with printing is not critical, but the impossibility of exporting to pdf or xlsx greatly interferes with work
Tell me what you need to enable to export without problems?
Thank you!
Hi, I have a question. I want to create a chart inside the crm that can display total and percentage. E.g: Total gender and percentage. Can a chart like column or bar chart display both values?
We are trying to set up Dynamics Portal Authentication using Microsoft Live ID (someone@outlook.com OR someone@hotmail.com)
For this we have enabled Microsoft Provider in the Authentication Setting for the Portal (from within the new portal setting page on make.powerapps.com)
A new app registration was created in Azure using the Personal Microsoft account option and the client id and client secret was set within the authentication setting.
While trying to login from the portal it takes to the Microsoft login page where I enter the credentials someone@outlook.com, however on clicking next it does not take to the password page, instead throws an access denied error on the portal.
Any ideas what am I missing here?
Hello,
I recently upgraded the SQL database for my on premise Dynamics CRM 365 CE instance.
I upgraded from SQL Server 2016 to 2017 ditto for SSRS. I had previously updated my instance with cumulative update 0.28 (9.0.28.1) because according to Microsoft documentation there is support for this version of SQL server since CU 0.3: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/software-requirements-for-microsoft-dynamics-365-server?view=op-9-0.
Unfortunately, since this update I have problems: I can't import or create organizations and the reporting part is not recognized anymore.
Does anyone have an idea?
Thanks,
Hello guys,
This is actually can consider related to my previous thread, about Web resources for Open a new form then Save -> https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/430042/open-create-form-and-save-instantly
But it may not necessary also.
Issue is about specifying a default value for my fields, while having this kind of script ->
function OpenAndSaveForm(executionContext) {
//Get the form context
var formContext = executionContext.getFormContext();
// Get the form type
var formType = formContext.ui.getFormType();
if(formType == 1) { //create form
try {
formContext.data.entity.save();
}
catch (e) {
Xrm.Utility.alertDialog(e.message);
}
}
}
So because I want to have a default value in my 2 fields (xyz_description and xyz_date), I was adding these to statements :
function OpenAndSaveForm(executionContext) {
//Get the form context
var formContext = executionContext.getFormContext();
// Get the form type
var formType = formContext.ui.getFormType();
if(formType == 1) { //create form
try {
formContext.getAttribute("xyz_description").setValue("Orders");
formContext.getAttribute("xyz_date").setValue(new Date());
formContext.data.entity.save();
}
catch (e) {
Xrm.Utility.alertDialog(e.message);
}
}
}
The lines in red are my addition, but currently produces an error saying "Cannot read property 'setValue' of null"
What would be the cause of it ? Is it correct that inside those "formContext.getAttribute" is my field name ? or should be other which makes it error. ?
Kindly advice.
Thanks
Hi,
In RTE editor properties as documented there are two types of configuration 1) default supported props 2) Individual Configurations
Here in the default supported props structure we can include support configurations from CKE editor also as mentioned.
But there are only few Individual configuration settings mentioned in the site. My question is are they limited and added by Microsoft directly to the environments or those are also customizable as like CKE editor support to default supportedprops structure config ?
Please any one clarify this question.
Thanks