Hi All,
We want to find last updated date of Email Id field value of all contacts available in CRM 2016. We enabled audit history for this entity.
System showing this date when we checked one by one contact audit history manually. However is there a way to export this dates in bulk at once, instead of searching from audit history by opening audit log of each contact manually.
Hi
Since 2018 we have piled up a large list of Business Process Flows, that we use in different apps, one app for each department, but some flows are used in all apps, and some only in one app.
Now we would like to compare all the flows, to see what flows we could merge, and what flows to get rid of.
In this process we have hired a new architect, to help us with a lot of streamlining in all our systems, among them, our Dynamics 365 CRM.
This architect would like to get all our flows exported with all details included, so that he easily can compare the flows, and see which flows might look the same, and then together with the superusers, get to an agreement of which flows should be standard flows to use.
From the Flows list, there is no option to export the flows, if I open a flow in Edit mode, there is also no way to export it.
Is this even possible, and what about Xrmtoolbox, could there be a plugin that support what we need to export in that?
Thanks
Dear Everyone,
I added "Knowledge Base Search" to the sitemap through a URL
My problem is that while it does open successfully and directs to Knowledge Base Search, it does so, not in the Area "Service" in which I have added it, but in the area "Sales", as shown below.
I specifically want it to direct to Knowledge Base Search, andin the area "Service".
I have tried to search online for a solution but could not find it. I would guess that some parameter might help me, but nothing I have tried seemed to solve the problem.
The link I am using as the URL is -> /main.aspx?pagetype=kbsearch&showLang=1&enableSelection=1
and it directs to -> /main.aspx?pagetype=kbsearch&showLang=1&enableSelection=1&forceUCI=1&appid=c052460e-9c30-******-******-********************
Anyone has any suggestions on how I can configure to direct to the area I want - or in any specific area for that matter?
Thanks in advance, John!
P.S. Sorry about sticky, remove it if I shouldn't have placed it, first post on this forum!!
Hello
I've integrated CRM with share Point and after that when ever i try to open the documents from CRM using default site location it uses the GUID to create a folder in share point. I want to change the document name from GUID to number or title. How can i do that?
can we add share point folder location as the default location in the CRM ?
We have recently upgraded crm2016(on-premise) to dynamics 365(on-premise).
In 2016, we were able to modify CRM ribbon via Ribbon workbench solution & Visual ribbon editor (desktop app). Now with the upgrade, none of them is connecting. Any help will be much appreciated.
Hello,
We use Microsoft Dynamics CRM 2016 on-promise in our company. We have an organization and created multiple solutions ( which share common option-sets ) for each department (Sales, Service, Marketing, etc...).
The problem is that we work on the same organization which end-users are connected to and using. It has multiple drawbacks like performance issues while publishing and half-baked features (because we are developing and publishing on the same server)
My question is that is there a way to separate Develop and Production environments like Git branches ? ( Git the Source Control )
And by that I mean can we develop our customizations in a develop organization and then publish them on the main organization ( Be informed that we have multiple solutions )
I hope that I could describe the problem. I'll be glad if you share your opinions if you have any experience on this topic
Thanks.
I have created a model driven app in PowerApps and synched it to an outlook mailbox. All works well and we can send receive emails in the Model Driven App. However, if I add an attendee to an appointment, it keeps sending that attendee the appointment emails every 8 minutes. It is also adding the sender and attendee details every time again in the description every time it sends a new appointment email (see email screenshot below) Anyone have any ideas what is causing this issue?
Any help appreciated.
Here are some screen shots.
On the Schedule Board, in the list of Resources, we have a need to see the "Description" of the Warehouse instead of the Warehouse number on the resource card...
Is this something that is possible without too much customization?
See screenshot:
I have received a request to create a view in Dynamics CRM showing the users their open Leads that were 'created' this year OR were 'last contacted' this year OR have a related activity record that was created this year. Sadly it seems the system is unable to include a related entity in an OR group in an Advanced Find.
Is there another way of a creating a view with this criteria?
Hello, I would like to highlight certain fields on my form, or change the color of the text. Wondering if there is any way to do this?
Thanks for your help,
Chris
Hello Experts,
I Have an email record (GUID), I am trying to retrieve the email sender from the email activity. Retrieving the email sender sender could either be in form of the email address or GUID if its an existing contact.
I can retrieve other attributes like Subject, regarding ID , and duration, However, when retrieving the email sender nothing is returned.
Guid NewId = new Guid("c3f857cb-caff-ec11-82e4-000d3ade27bd");
// Try to retrieve the record from the current entity
Entity email = service.Retrieve("email", NewId, new ColumnSet(true));
string mailSubject = email.Attributes["subject"].ToString();
var senderId = ((EntityReference)email.Attributes["from"]).Id;
Console.WriteLine(senderId);
Console.Read();
Please any help will be appreciated!
I have a Record Creation and Update rule for email-to-case creation, which use the Power Automate engine.
When I try to activate, the modal dialog that pops up with the activation button is blank.
I have tried other browsers, incognito/in-private and all that kind of stuff. But still it is not possible to activate the rule.
In the past I solved the problem activating the rule in the old interface, but that one is not longer available.
I've browsed the other solutions posted here but nothing worked.
Thanks in advance,
i want to get all Iframe Properties ( Name , URL ) in CRM on-premises in one time .
Instead of open Entity then form ( one by one ) from customization .
My Case is :-
my network team will change Machines IPs so i want to make sure all my iframe using DNS not direct IP .
Hi,
I have set an error when the user selects a contact field.
formContext.ui.setFormNotification(" Contact already exists for the organization with the selected contact.", "ERROR", "contactid");
Then when I click the save button how i can check if the form has an error (something like this formContext.ui.getFormNotification) without running the validation again?
Hi,
We finally upgraded to Dynamics 365 v8.2. Yes, it took us too long, we were hoping that all the bugs must be fixed by now:)
But apparently nav bar is kind of not fully functional, which is a pity since everything else works!
Hi guys,
can someone please help me in it. as i am new in Dynamics 365 CRM, I want to change the behavior of this Activity pointer from System to Referntial. How it can be done?
Hi,
I have done the SharePoint integration to manage the related document for an entity. It is working and I am able to add the Documents tab by following the below article.
After following this, Document Associated Grid is the default view and is showing both files and folders in the associated item folder. The issue when I click on any folder from this view, it is not showing the contents of the folder and instead it is just get selected as shown below:
A similar kind of setup is working in my trial tenant. But somehow I am facing issues in my actual tenant. Can someone please help me to understand if I am missing something.
How to integrate Message Bird with Dynamic 365 CRM?
Hello,
Can anyone help me how to proceed with my code.
This is my code for calculating totals when creating a record in order product lines.
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
if (context.MessageName == "Create")
{
Entity salesorderdetail = context.InputParameters["Target"] as Entity;
if (salesorderdetail != null)
{
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
QueryExpression query = new QueryExpression()
{
Distinct = false,
EntityName = "crcd0_summaryorderproduct",
ColumnSet = new ColumnSet("crcd0_totalcost", "crcd0_totalmargin", "crcd0_roi", "crcd0_contractfromdate", "crcd0_contracttodate", "crcd0_totalamount"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "crcd0_existingproduct",
Operator = ConditionOperator.Equal,
Values =
{
salesorderdetail.GetAttributeValue<EntityReference>("productid").Id,
}
},
new ConditionExpression
{
AttributeName = "crcd0_salesorder",
Operator = ConditionOperator.Equal,
Values =
{
salesorderdetail.GetAttributeValue<EntityReference>("salesorderid").Id,
}
}
}
}
};
EntityCollection summaryCollection = service.RetrieveMultiple(query);
Entity summary = summaryCollection[0];
QueryExpression salesOrderQuery = new QueryExpression()
{
Distinct = false,
EntityName = "salesorderdetail",
ColumnSet = new ColumnSet("crcd0_summarycost", "crcd0_margin", "priceperunit"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "productid",
Operator = ConditionOperator.Equal,
Values =
{
salesorderdetail.GetAttributeValue<EntityReference>("productid").Id,
}
},
new ConditionExpression
{
AttributeName = "salesorderid",
Operator = ConditionOperator.Equal,
Values =
{
salesorderdetail.GetAttributeValue<EntityReference> ("salesorderid").Id,
}
}
}
}
};
QueryExpression salesorder = new QueryExpression()
{
Distinct = false,
EntityName = "salesorder",
ColumnSet = new ColumnSet("crcd0_totalcost", "crcd0_totalmargin"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "salesorderid",
Operator = ConditionOperator.Equal,
Values =
{
salesorderdetail.GetAttributeValue<EntityReference>("salesorderid").Id,
}
}
}
}
};
EntityCollection orderQuery = service.RetrieveMultiple(salesOrderQuery);
EntityCollection order = service.RetrieveMultiple(salesorder);
Entity salOrder = order[0];
var totalcost = (orderQuery.Entities.Sum(o => Convert.ToDecimal(o.GetAttributeValue<Money>("crcd0_summarycost").Value)));
var totalmargin = (orderQuery.Entities.Sum(o => Convert.ToDecimal(o.GetAttributeValue<Money>("crcd0_margin").Value)));
var roi = Convert.ToDecimal(0);
if (totalcost != 0)
{
roi = orderQuery.Entities.Sum(o => Convert.ToDecimal(o.GetAttributeValue<Money>("crcd0_summarycost").Value)) / orderQuery.Entities.Average(o => Convert.ToDecimal(o.GetAttributeValue<Money>("priceperunit").Value));
}
var totalamount = (orderQuery.Entities.Sum(o => Convert.ToDecimal(o.GetAttributeValue<Money>("priceperunit").Value)));
summary["crcd0_totalcost"] = new Money(totalcost);
summary["crcd0_totalmargin"] = new Money(totalmargin);
summary["crcd0_roi"] = roi;
summary["crcd0_totalamount"] = new Money(totalamount);
salOrder["crcd0_totalcost"] = new Money(totalcost);
salOrder["crcd0_totalmargin"] = new Money(totalmargin);
service.Update(summary);
service.Update(salOrder);
}
}
}else if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference && context.MessageName == "Delete")
{
}
}
I need to add on delete step and recalculate thw totals when a record is deleted. I tried creating the step as post op and adding pre image, but pre image is null.
We have a field "competitor" on leads form with option set "Yes" and "No" and is set default as blank. Using an automated flow which should get triggered once lead is created , It should check for field on leads page and look for the same in excel file stored on SharePoint site. If both are matching then option set should be changed to Yes else left blank. Also there are different tabs in excel sheet stored in SharePoint.
Looking for best way to get this done. Any help will be appreciated
