Hi,
I want to customize the behaviour of Close as Won and Close as Lost.
When a user Clicks the Close as Won certain fields should have values in it. If not it will prompt the user to fill it in. What is the best way to do this?
Cheers
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How to customise the clicking of Close as Won and Close as Lost
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I want to create an Action Step in my BPF to mimic closing an Opportunity as Won or Lost.
Hi
in my BPF I want to mimic the closing of an Opportunity. What is the steps of Closing an Opportunity? Is it just updating the Status reason and Status?
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The case is missing customer while importing case records from excel file in data management in crm 365 uci
Hi All,
I have excel file containing case records when am trying to import these records in field mapping not getting the field customerid in data management import data .
How can we pass the customerid field value to these all records so that import file will get successfull.
Any idea on this ?
Thanks,
Jharana
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More Information on File Data Type
Hi All,
I have a few questions on the Data Type: File.
We have encryption Key Enabled on our Production Instance. Our database version for Production is 9.2.21071.00142. Will our production instance support the FILE data type field?
Also, in the docs for CMK enabled environments, its mentioned:
Other limitations:
1. User Delegation SAS Downloads are not supported. - Could somebody please help me understand this.
2. Chunking uploads and downloads are limited to a single chunk - I did a POC, I can download a 15MB file without chunking, but while uploading its I am required to chunk it. Why this behavior?
Where exactly is the File Stored?
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Selected Entity is not valid for this client. Non-UCI entity detected when closing an opportunity.
HI,
I just enabled Customize close opportunity form. Since I want add more validation before closing an opportunity. But I am getting this error.
Selected Entity is not valid for this client.
Non-UCI entity detected when closing an opportunity.
How can I fixed this?
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CRM 2 Minute timeout limit plug in error
I am trying to process an action to join a membership to our CRM online.
It is quite a large membership with alot of additional subscribers and because of this it gets stuck on processing and appears to be hitting the 2 minute Microsoft time limit.
See error message below. Any ideas how to get around this?
Processing Issue
An unexpected error occurred from ISV code. (ErrorType = ClientError) Unexpected exception from plug-in (Execute): SI.CRM.Membership.Actions.MembershipActionSubmit: System.TimeoutException: Couldn't complete execution of the SI.CRM.Membership.Actions.MembershipActionSubmit plug-in within the 2-minute limit.
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Editing and saving contact form
Hello,
I have created a Dynamics crm trial account.
I have imported a manged solution.
I have also updated the Accounts and Leads form.
When I tried to save any changes to the contact form, i get the following error:
| There was an error calculating dependencies for this component. Missing component id contact_SharePointDocuments If you contact support, please provide the technical details. Activity ID: b4750273-14c8-4dff-aae8-22ab60d6970d Timestamp: Thu Aug 05 2021 12:31:13 GMT+0100 (British Summer Time) |
The solution xml does not contain any dependencies.
I am not sure where I am going wrong since the same solution was working before.
Thank you,
Kelvin.
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Not able to open Canvas App
Hi All,
I am trying to open a Canvas app from Model Driven Application. Here is the code but its not working correctly. I am getting error saying Page Not Found in the Pop up.
Xrm.Navigation.navigateTo({pageType:"custom",name:"cr5ac_applyleave_a98fc"},{target: 2, position: 1, width: {value: 50, unit:"%"}});
Please let me know what mistake I am doing.
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Sales Insight - Contact form
I have 3 modules - sales, Customer service and marketing
In one of the form I can see as insights tab- (contact form) . My Question is below insight will be valid for the Marketing app only not for the other two. Correct me If I am wrong.
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What's the best way to achieve real time integrate D365 Online with MS CRM 2013 OnPremise?
Hi All,
I would like to know the best approach to achieve real time integration between D365 Online with MS CRM 2013 OnPremise. The integration is to be performed for a few entities where any create or update in one version of CRM should reflect in another real time.
Thanks,
Saqib
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security roles
what security role controls record ownership in crm dynamics. i would like user to be able to edit this field
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CRM Emails, need help/advice
I am currently facing a situation where a company deployed crm 2013, configured SSS Email, and deployed it to certain users to test/use in the field.
One of the users was using the appointments as a notes section for the account, these "notes" were very much inappropriate to say the least. The appointments then went of to the account holders email along with the inapporpriate "notes" and it caused an entire sandstorm... So we disabled email's, built a custom entity called NoteBuilder to store notes about customer accounts, this entity cannot leave CRM. Problem solved for notes for sales guys.
Now since that incident about 6 years ago there has not been any Email functionaility at all, its configured but disabled for all users. We are now on Dynamics 365 v9.0.30.2 On-Premise and since we have expanded and brought in other departments we need to open up communmication between these departments within CRM and encorpate the service module.
Before we enable emails again to test, Is there anyway to check the database or system for old appointments or emails that could potentionally be sent out the moment we enable emails for users? Can we purge those activities/appointments, or remove them from a queue if so?
Just looking for possible solutions for damage control before we enable emails again.
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Creating a thank you Word template that links to only one donation
Hello everyone
We've just started to create Word letter templates for our users in Dynamics CRM. So far we've managed to create simple templates that pull in the name, address and salutation of contacts from the Contact Entity.
However, we're now trying to say e.g. "Thank your for your recent donation of £x to y fund". To get this information we've added in the Donation Entity.
The problem we're having is how to pull the correct value for the donation and the correct value for the fund from the Donations Entity. Our donors often contribute different amounts to different funds, so how can we ensure the template selects the correct donation? For example, I could donate 5 different amounts to 5 different funds, but I would only need to be thanked for one (my latest) donation.
Any help would be much appreciated.
Many thanks
Jon
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Dynamics user with no first name
I have a user who doesn't have a first name.
I know Dynamics puts a # when either the first name or last name is missing.
The user name displays as "# name" which is a little irksome to the user.
Are there any work arounds so the users name simply display as "name" ?
I thought about putting a dot, dash or space in the first name field as that may me a little less visible.
daniel
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Anyone know how to fix this?
When trying to access an app I use daily, I got the following message today:
An error has occurred.
Try this action again. If the problem continues, check the Microsoft Dynamics 365 Community for solutions or contact your organization's Microsoft Dynamics 365 Administrator. Finally, you can contact Microsoft Support.
I am able to open other apps so I am at a loss.
Thank you for your help!
WCF
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Bulk Edit Contacts for DNC List in D365 Online
I've been tasked with importing a Do Not Contact List of roughly 47k into our Contact database. Most imported just fine, around 45k, but some didn't import because the contact already existed in our system. I was wondering if their was a way for me to edit all of these existing contacts in one go, instead of having to manually alter each and every one individually. I've only been on the job a couple of months with no prior experience, so any and all help is appreciated on solving this issue
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The HTTP request is unauthorized with client authentication scheme 'Anonymous'.
Hello. We have a console app which imports and updates records to our (cloud) dynamics 365 from a SQL table using OrganizationRequestCollection/ExecuteMultipleRequest
If the number of records processed is low there is no issue. Often there is no issue with processing "high" volumes (15k -20k records) but sometimes (- with no consistent cause - it actually seems to vary from job-run to job-run) the import stops (*NOT immediately, but randomly after processing 10 or 14 "chunks" (of 500 rows) with the following error:
error The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/guid_which_i_can’t_reconcile/oauth2/authorize, resource_id=https://our_dynamics_ 365_ url'.
I can't stress enough - , the error is inconsistent - 95% of the time it does not occur but when it does, I have no control over the cause - it seems to be dependent on time-of-run.
Does anyone know (a) what this error means and (b) how to stop it - note the "unauthorised" is strange because it displays this error DURING processing rather than at the start so is there some sort of token or authorisation which needs to be renewed or set to persist forever?
Very grateful for any help or advice,
Thanks,
- Seamus
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How to remove UTC time stamp on all outgoing appointments
I have been using Dynamics CRM for some time and when making an appointment with a customer it always stamps it with a UTC time stamp. It migrates into their calendar at the correct time and shows as the correct time on my outlook calendar but the customer receives the below and it can be a little confusing and look unprofessional. How do you remove this UTC time stamp? Dynamics, Outlook and the tablet are set to the correct Time Zone, so why does it continue to add a UTC time stamp on all outgoing appointments? I have used many CRM platforms and have never had this issue.
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Merge 2 fields with data in CRM
Hi,
Is it possible to merge 2 fields with data in to 1 field or a new field in a Sales form?
Or maybe display data from those 2 fields in 1 field with the possibility to edit the data?
Please advise.
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Dynamics CRM Recover Deleted Data Model and Data Managed Solution
Hi,
Recently we have deployed Managed solution to Production enviornment and as part of this deployment couple of fields were removed and data for those fields also removed from Production Environment.
My Question is how can we recover fields and Data which is removed.
Q. I can understand, we will easily recover fields from Dev instance but how to recover data which was removed from Production?
Q. Is there any way we can recover fields/data model if removed accidently by someone from Dev instance?
I am thinking of below solution for first issue. Please let me know if this is a viable solution.
We will first deploy the data model from Dev to Prod. We have the Database back which we did before the deployment. We are planning to restore the backup in separate fresh environment. We will then use ExportToExcel/Console/SSIS package to move data to Prod enviornment.
I would really appreciate your response.
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