I have two different reporting servers.
Can i be able to use both reporting servers with a single CRM instance?
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SSRS
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calling a JavaScript function on status change event in opportunity form
Hello All,
I am calling a JavaScript function on status change event in opportunity form.
Here, I am trying to set a custom option set field value using below code.
Xrm.Page.getAttribute("CustomOptionSet").setValue(1);
Its not showing with new assigned value,please suggest why its not working.
scenario:
Once,I am Reopen opportunity I need to set option set value.
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Restrict Opportunity Views by User
Hi,
Is it possible to restrict the opoortunity views a user can view? Preferably without the use of add ons?
I need to restrict the opportunity records a user can see.
Any pointers would be helpful,
thank you
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Query based on Sibling Entity Attribute
I need to make a Marketing List that includes Contacts from all companies that do not have any employees who are clients. Within a given Account, I have some Contacts that are clients and some that are not. I cannot simply use that property of the Contact, because if a Contact is not a client but in the same company as a Contact who is a client, then even the Contact who is not a client should not receive the marketing mail. Therefore, I need to query all Contacts whose Parent Account does not have any child Contacts that are clients. How do I build this query with out-of-the-box features?
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Java Script To Lookup entity record and populate lookup field
Hi,
I am having real issues with this, so hopefully someone can help me. (FYI names are funny as fiddling in our sandbox environement
I have 2 Entities; competitor & liss_lvproduct. These two have an intercept entity (Manual Many to Many) called new_competitorproductanalysis. This entity has 1 lookup field to each of the entities above. This intercept entity provides our sales staff with information about a competitor and the specific product and gives hints on how to sell our Product over the competitor. So an info/help entity.
Attached to out contact entity we have a 4th Entity new_productfactfind this entity is completed by the user while on the phone to the contact and records info on when the factfind took place and additional info such as how ready/willing they are to use us for the product, how they chose a supplier for that product etc.
It is working really well, however while on the phone users find it time consuming to jump to through the entities to get to the new_competitorproductanalysis for info. My idea is once they have selected a competitor and liss_lvproduct, these details are used to find the relevant new_competitorproductanalysis record and populate it in a lookup field liss_analysis on the productfactfind form allowing the user to jump straight to the information record.
Any one have any ideas on how I can do this via Java Script or Workflow. We are on CRM 2016 upgrade 1 online.
Cheers
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CRM developer Toolkit - Visual Studio 2012
Hello,
I am working with CRM2011.
I am facing the below issue while trying to create a CRM project from Visual studio 2012 using the CRM Developer Toolkit:
- Package 'CRMDeveloperToolsPackage' failed to load
Note that I have Visual Studio 2012 ultimate (Version 11.0.61219.00 - Update 5) with crm developer toolkit for VS 2012(1.2.0).
I tried to repair the Visual Studio 2012, to re-install the Visual Studio 2012 with the Crm developer toolkit but same issue appears again and again.
Any Help can be appreciated.
Thanks,
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CRM Online 2016 Update Entity Scoped Business Rule Not Running
Hi there, i'm facing issues with Entity Scoped Business Rules, which are not running at the background as expected. it is a simple rule to set a value to a field whenever a rollup field within the same entity (Contact) is updated.
anyone face the same thing before ? or is this a bug?
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'Data Export service' in combination with CRM Online
We use CRM Online, and since this year we use Microsoft's 'Data Export service'. When we activate DES, CRM's performance decreases a lot. We are also using Click Dimensions, and in that situation only 1 out of 1,000 EmailEvents return to CRM. That is a painful situation. When we switch off DES, all EmailEvents return correctly to CRM again.
What can we do to use DES and CRM Online at the same time?
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Error in setting up Email in Workflow - Dynamics 365
Hi,
I'm trying to create an email record in a workflow, target entity: opportunity. While doing so, I have set From: Owner, To: A contact email. After this I hit Save & Close. When I again hit Set Properties button and go to the email configuration window & check the To address I have a "null" appended to the emails I have added.
Can anyone help me with this?
Thanks,
Karthik
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Restful API
We are looking at changing our current arrangement from using Scribe to integrate data from our on site systems, to using an API.
Is it possible for CRM to get data from another system by calling an API or do we have to utilise a third party software like Scribe to do this?
Thanks
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C# Dynamics CRM Online “The request was aborted: Could not create SSL/TLS secure channel.”
This is an example of web request from CodeActivity on Dynamics CRM Online .
public class CodeActivity1 : CodeActivity
{
protected override void Execute(CodeActivityContext context)
{
var postUrl = "https://httpbin.org/get";
var request = (HttpWebRequest)WebRequest.Create(postUrl);
request.Method = "GET";
request.ContentType = "application/xml";
request.ContentLength = 0;
HttpWebResponse webresponse = (HttpWebResponse)request.GetResponse();
Encoding enc = System.Text.Encoding.GetEncoding("utf-8");
StreamReader responseStream = new StreamReader(webresponse.GetResponseStream(), enc);
var result = responseStream.ReadToEnd();
webresponse.Close();
.....
}
...
}
I receive "The request was aborted: Could not create SSL/TLS secure channel." error. From the Microsoft documentation (msdn.microsoft.com/.../gg334752.aspx) are the following limitations:
*Only the HTTP and HTTPS protocols are allowed.
*Access to localhost (loopback) is not permitted.
*IP addresses cannot be used. You must use a named web address that requires DNS name resolution.
*Anonymous authentication is supported and recommended. There is no provision for prompting the logged on user for credentials or saving those credentials.
Do you have suggestions or ideas relating to the nature of the problem ??
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How can we share the same atachment between incidents?
Hi people! This is my first question here. I'm from Brazil and I'm helping to manage the CRM in my job. I'm really enjoy work to Dynamics CRM, it's fun! ;)
So, we have some problems here, but We have a main problem how can we share the same attachment between entities?
For example, here we have decided to put only activities in queue. Then if we attached some file in the incident, the sector who get this activity needs go to incident to get this attachment.
Or other example, we created a secundary incident, but there is an important attachment in the first incident, the user needs go to the first incident to access this attachment?
I don't know if I was clear, but I tried! Thanks for any help. "Obrigado"!
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Dynamics 365 Outlook Client tracks all emails regardless of email tracking setting
Hi My Dynamics 365 OnPrem Outlook client personal setting are as selected below but for some reason the Outlook client appears to automatically track all my emails even if they are not Contacts, Accounts or Leads in my CRM system.
Is anyone else experiencing this problem?
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when i try auth 2.0 using credentials according API i am facing issue.
when i try auth 2.0 using credentials according API i am facing issue.
"Microsoft Internet Explorer's Enhanced Security Configuration is currently enabled on your environment. This enhanced level of security prevents our web integration experiences from displaying or performing correctly. To continue with your operation please disable this configuration or contact your administrator."
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Authentification with .net 4.0 for Dynamics CRM 365 (onpremise + online ) ...
Hi !
1st time working with CRM/Dynamics ...
I'm trying to set up basic communication with our CRM webservice through our own ERP app. I want to do something similar to this :
https://msdn.microsoft.com/en-us/library/gg334708(v=crm.8).aspx
But every single tutorials or sample code I find have the same way to build up a connection : with the usage of this OrganizationServiceProxy class
private OrganizationServiceProxy _serviceProxy; _serviceProxy = new OrganizationServiceProxy(OrganizationUri, null ,serverConfig.Credentials, null)
From what I've read, OrganizationServiceProxy is found into the "Microsoft.Xrm.Sdk"
It seems to work when I coded it, aside from the most important ... I can't compile : this dll ( and all the dlls in the sdk ) are build up for .net framework 4.5, and we have to use the .net framework 4.0 for some of our clients.
When I try to download older sdk, I cant find the Microsoft.Xrm.Sdk.dll or any trace of the OrganisationServiceProxy class anywhere ...
Anyone could point me in the right direction ?
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Refresh annotation list on page dynamically when external service added annotation.
Hi there.
Is exists any way to dynamically update on loaded page (for example Contact page) list of annotations.
External service via SDK added annotation. But in this time some users have loaded Contact form with annotations, and this list doesn't include last added from service annotation (until user clicks annotation tab again).
I want to see added annotation in real time!
:( Please help!
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Javascript code to retrieve the username from logged in username
i want the javascript code to retrieve user full name from the logged in user name on the custom entitiy
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Remove Subject Tree
Good afternoon everyone,
I use the Subject Tree in CRM for Occurrence and other system tables.
I need to remove some subjects, would you let me know if this practice is recommended?
If I can not hide or disable the Subjects?
Thank you
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Cannot Create a new option set field
Hi All,
Having a strange issue here. We have a on-premise deployment of MS CRM 2016 which has been quite heavily modified using out of the box customisation.
The issue is i have created a new entity and have been adding fields, approx up to 80 however when i go to create a new option set, i receive a SQL error with the not so help message of 'An error occurred'. The log file is equally uninformative.
For the option set values i have used global options sets and manually added the values but the creation does not work when using either.
I must point out that i am still able to create other fields.
I have checked the sql server and the windows event viewer but nothing out of the ordinary, everything seems to be fine.
Is there some sort of limit which is in place to restrict the number of times a global option set is being used or a limit to the number of times option set fields can be used?
Any information would be really helpful especially if it means i can avoid logging a case with MS!
Kindest regards.
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Aggregate FetchXML against WebAPI fails
Hi,
The following fetchXml works fine against OrgSvc:
<fetch top='50' aggregate='true' ><entity name='account' ><attribute name='cf_customerclassification' alias='classification' groupby='true' /><attribute name='cf_segment' alias='segment' groupby='true' /><link-entity name='peikko_memo' from='peikko_account' to='accountid' link-type='inner' alias='account' ><attribute name='peikko_date' alias='quarter' groupby='true' dategrouping='quarter' /><attribute name='createdon' alias='cnt' aggregate='count' /><filter><condition attribute='ownerid' operator='eq' value='xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx' /><condition attribute='peikko_date' operator='in-fiscal-year' value='2017' /></filter></link-entity></entity></fetch>
I'm porting all the scripts to use WebAPI instead of REST+SOAP. When the same fetchxml is executed against WebAPI, I get this error message:
The property provided was of type System.Int32, when the expected was of type System.DateTime
Anyone had the same problem?
Thank you,
Laszlo
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