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Tasks view not showing the records. But record is exist
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Reset counter number from auto number in crm 365 using on demand workflow
Hi All,
Currently, Case entity uses auto number format which is like ABC-Todaysdate-5 digit number in online crm 365 using console created auto number field.Now i want to create on demand workflow so that when moving to other environment we can reset the counter number which is last 5 digit & should start with 00001.
Any link or idea to use oob wf here ?
Thanks,
Jharana
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Is it possible to calculate Estimated Arrival Time and Travel Duration when Booking Method is Manual?
I am creating resource booking using two methods
1. Book ribbon button on Work Order (Image below)
2. Create resource booking from related resource bookings grid (Image below)
so when I create from method 1 it is calculating estimated arrival time and estimate travel duration but when creating from method 2, it shows 0 minutes in ETD (Image below)
What I notice is when I create from method 1, booking method is Schedule Assistant and for 2 it is Manual, so I created a workflow on create of Bookable Resource Booking if booking method is Manual set to schedule Assistant but it is not updating EAT and ETD
So my question is it possible to calculate Estimated Arrival Time and Travel Duration when creating from method 2?
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Task Form shows the opportunity field with lock.
Task Form shows the opportunity field with lock. can any one explains how. not showing on form in dynamic 365.
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How we can hide the button or stop it functionality when its open-schedule
how we can hide or stop book button functionality if system status is open-schedule
any help would be great
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Customize D365 Email Tracking
Hello,
I am currently doing research into email tracking for my department and had some questions about customization of email tracking. Currently we track emails in a shared mailbox by utilizing a Microsoft Forms page that we’ve created and feed the results in Power BI for reporting. However we’d like to have the tracking feature readily available in the Outlook Ribbon.
We currently want to track (manually is perfectly fine) what department is sending the email, what’s the email about, what department should handle the email, and if the email was successful resolved. If possible we’d like something similar for emails that we send from the shared mailbox. So my question is, can you customize D365 to be able to customize (maybe check boxes manually for relevant information) what you track?
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Device Failed Enumeration on Anywhere USB 5M
I recently purchased a 5-port AnywhereUSB and when I connect a Verifone MX800 family POS payment terminal I see DeviceFailedEnumeration in the status in the Remote USB Hub Viewer.
The only that shows up in Device Manager is an "Unknown Device" under "Universal Serial Bus Controllers". However, when I look at the properties of this device the Physical Device Object name has a vendor ID of 1608 which is not the Vid of the Verifone so I'm assuming this is for the USB hub itself.
I should also mention that when connected properly, this device shows up as a COM port in Windows and I have a feeling that this behaviour may have something to do with the problem.
I am testing this on a Windows 7 x86 workstation
Hub firmware: v1.38.1013
Hardware: Rev A - G2
Any suggestions on what to do next?
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Categorizing E-mails on Outlook Plugin
Hi-
Is it possible to add fields to the Set Regarding feature on the Dynamics 365 plugin for Outlook? We'd like to be able to categorize our e-mails.
Thanks,
Jason Brzoska
Director of Operations
Newton and Rochelle Becker Charitable Trust
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Portals logged user showing in lookup field- how to disable?
Hello! So in a customer Portals we have an entity permission for the Portals logged user related accounts (Accounts entity permission). From this permission there is a child permission for the related contacts. Sometimes the logged user (Contact) set his "Company" field to an account of his own Portals list. Meaning he will show up in his own contact list in the Contacts page in the Portals. And in the "Company" field of the "Contacts" form he will be available as well.
What we need to do is don't allow the logged contact to appear in the lookup field, it causes trouble. I tried to make an entity permission to Contact - Self with no append or append to permissions, but it didnt work. The logged user still showing up in the lookup field. Any idea how to do this? Thanks!
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RibbonWorkbench - Now Requires two additional parameters
Hi,
I'm using RibbonWorkbench, and I keep getting this error message when I try to call a workflow via javascript.
For the success and failure callbacks I have a simple alert("success") and alert("fail")
I am calling this button from an Entity Grid (not the page itself) so not sure what I should specify for PrimaryControl but this seems to be done by default as well?
Thanks in advance - Greg
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Installation problem with Dynamics 365 v9 - microsoft.crm.setup.server.grantconfigdbdatabaseaccessaction failed
I'm having a problem completing the installation of Dynamics CRM v9. I'm looking to set up a dev sandbox environment, using Hyper-V, and two Windows 2019 images, one for the App and the other for SQL Server. I get to the point where SQL Server scripts are being run, and encounter the following;
I've seen many posts about stopping SSMS, logging out/disconnecting from the SQL Server machine, which doesn't seem to make a difference in this case. I've also tried to manually add the SQLAccessGroup Login (it's not there currently in the SQL Server Logins), but I am not able to add the Login, as I get the same error as above; Windows NT User or Group not found.
Can anyone point me in a direction to look?
Thanks
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Close (set to complete) task using javascript from incident page.
Hey guys,
I'm using CRM 2015 on prem.
From the case webpage, I want my users to close all open tasks using a button (on my webressource)
When i attempt to close a task, I'm getting a "web 500 error" Iif i change the status to something else it works fine (differed or in progress)
code is fairly straightforward... (see bellow)
I wonder if its because i need to update statuscode And Statecode at the same time, (statuscode is not in tasks, and statecode is not in activitypointer)
activityId='98ec5ed5-ace6-eb11-813e-00155d012d09'
var entity = {};
entity.StatusCode = { Value: 4 };
var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/XRMServices/2011/OrganizationData.svc/TaskSet(guid'"+activityId+"')", false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "MERGE");
req.send(JSON.stringify(entity));
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Check For Notes Attached On Account/Contact
Hi there,
I'm looking for a way to check if the account and contact entity have any files attached to them or not.
So I have a Boolean field on the account and contact entity that checks that.
I tried to write a 'code activity' to check that. I triggered the code on create and delete of the annotation entity, but the code in Realtime mode for delete triggers before the action so I don't get the write answer, also I had some trouble on running the bulk workflow for all the annotation records.
Any ideas about how doing this?
I'm using Dynamics 9.0.24.8 on-premises.
Regards
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Post IFD configuration, unable to Browse CRM
Hello Everyone,
We have configured our on premise CRM on IFD. Post IFD, I am getting windows Security popup and after entering credentials received error "HTTP Error 401.1 - Unauthorized: Access is denied" while browsing the CRM organization (https://OrgnizationName.Domain.Com), however when I'm trying to browse like this (localhost/OrgnizationName) it working with the same credentials. Please help and share your suggestion to fix the issue.
Thanks in Advance
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Dynamics reports or PowerBI
Hello,
For the entity "Contact" we set up an option set field where we can choose a type of contact. To simplify let's say that we can choose between yellow/blue/white color.
Our client would like a chart with the total number of activities by type of contact (yellow/blue/white) on a period of time. How can I manage to do that? Using PowerBi or dynamics 365 is enough?
thank you in advance,
Antonio
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User removed from the Dynamics App for Outlook
Hi,
Wondering if anyone else as experienced this?
One of my users who had previously been added to the Outlook app and was able to send / receive and check emails all of a sudden their profile was showing 'Not Run' in:-
Incoming Email Status
Outgoing Email Status
Appointments, Contacts and Task status
Their profile as not changed nor their password
Regards
Chris
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How can my workflow send out E-mails to contacts?
To expand on the situation:
I need to create a Workflow that is able to send out an E-mail with an attachment and a short line of text to the E-mail address, located in a Contact.
This Workflow should only be executed when triggered manually.
So far, I've been able to create one that can be triggered manually and has all the other requirements as well. (Attachment & text)
My current problem is that the Workflow doesn't use the E-mail field and the error:
At least one recipient must be specified before the email message can be sent.
Is there a way to add a recipient using the given contacts' E-mail field?
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How to fire a dynamics C# plugin on specific field value?
How can I enable a dynamics c# plugin when a specific value is chosen from an options set?
For example: I have an option set that contains the values red, blue, and green. I want the plugin to start working when the user chooses blue and do nothing otherwise.
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Case generation from E-Mails
Hi everyone,
my company uses MS Dynamics CRM 2016 in our customer service department for a while now, but there's an issue we haven't figured out a workaround yet.
We have several KeyAccounts which all use different inboxes. The case creation through the CRM works perfectly fine for these accounts until an e-mail arrives from an e-mail account of a registered CRM user.
We only manage KeyAccount accounts through the CRM but not or internal, personalized accounts. So all mail accounts for CRM users are disabled.
How do we get the CRM to create cases from e-mails if they have been sent to one of the inboxes by a registered CRM user?
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Microsoft.Xrm.Data.PowerShell Parameter to update Format
Hi, can someone please advise which parameter to be supplied to cmdlet "Set-CrmSystemSettings" to change the format to English (United Kingdom) ?
I have installed the modules as suggested on seanmcne/Microsoft.Xrm.Data.PowerShell: This module uses the CRM connection from Microsoft.Xrm.Tooling.CrmConnector.Powershell and provides common functions to create, delete, query, and update data as well as functions for common tasks such as publishing, and manipulating System & CRM User Settings, etc. The module should function for both Dynamics CRM Online and On-Premise environment. (github.com)
I am able to update most of the system settings
e.g. Set-CrmSystemSettings -conn $conn -ACTDeliveryMethod 1
but cannot find anything that will allow me to change the format - even tried Get-Help Set-CrmSystemSettings -Detailed
I need to do this via the Shell so I can automate the setup.
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