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How to get contact information by using ParentCustomerId from Opportunity entity

February 15, 2017, 7:33 am
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Hi,

I want to get department name from ContactSet from opportunity form by filtering ParentCustomerId. But I am getting retrieveResult.status = 400.  Please find below script and help me to find solution.

Calling from Opportunity form

var accountID= Xrm.Page.getAttribute("customerid").getValue()[0].id;  (Potential customer from Opportunity)
var context = Xrm.Page.context;
            serverUrl = context.getServerUrl(); 
            var ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
            var retrieveResult = new XMLHttpRequest();
            retrieveResult.open("GET", ODataPath + "/ContactSet?$select=new_Department&$filter=ParentCustomerId eq guid'" + accountID + "'", false);
            retrieveResult.setRequestHeader("Accept", "application/json");
            retrieveResult.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            retrieveResult.send();
            if (retrieveResult.readyState == 4 )
             alert("e");
               {
                if (retrieveResult.status == 200)
                   {
                    var retrieved = JSON.parse(retrieveResult.responseText).d;
                    alert(retrieved.results[0].new_Department)
    
                
                }
            }

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Required that the owner is team

February 15, 2017, 7:33 am
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Hi,

when creating a new opportunity (or editing ownership of an existing) we want it so that the owner has to be a "team" and that you cannot set the ownership to a user.

How do I set that up?

Thanks in advance

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EntityList workflow will not trigger

February 15, 2017, 7:41 am
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I have an on-premise version of the portal set up and have an entitylist with a workflow defined.  This works fine.  I have created an online trial account with the portal and have the exact same configuration and the workflow will not fire.  I have verified the workflow is activated and I can trigger it via the CRM ui ok but it will not work in the portal.   When I click the "run workflow" nothing happens.  I am at a loss.

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unable generate new Portal form after changing form field

February 15, 2017, 7:47 am
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I have created a custom entity and added it to the crm portal.I used default page template(page/full page) to display the entity.After adding a new field to this form ,my changes are not reflecting in the portal form. 

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Min width of bar on bar chart

February 15, 2017, 7:47 am
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How do I set a min width of a bar on a bar chart?

The reason I want to do this is lets say there are two bars, one with with a value of 500 and one with a value of something very small, lets

say 1.  The bar with a value of 1 will be too small to click on for the users.

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Possible to customize Lead Status Reason option mouseover description (popup)?

February 15, 2017, 7:49 am
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Hi CRM masters!

Please advise how would it be possible to customize this popup text. What I want to achieve is to put a little more text with explanation in the Lead Status Reason popup box that appears when hovering mouse over the button with option. It's the "As Cannot Contact" or "As Canceled" etc. What I'd like to put there is something like for example for Canceled "Use when canceled by owner of the Lead. Choose No Longer Interested in case canceled by Customer". 

Can't find where to do this. Will appreciate your ideas. Have a suspicion this might have to be done via Ribbon Workbench but don't have enough experience with it yet. Thanks! Pic attached. 

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String text field can lookup entity list in dynamics CRM

February 15, 2017, 8:09 am
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Hello all,

I create new function to setup number sequence for entity in CRM System, I create new attribute is called Entity Name (string data type, mean which entity you want to generate number), and other attribute is called Entity Attribute (string data type, mean which attribute you want to assign number automatically) 

My question: I don't know how to create lookup to list all entity name and entity attribute of entered entity name.

I do research and found some ways but I still can not do and get some problem:

1. Can add javascript at onload event in form. Javascript will get Entity name via plugin as ODATA, and build array var[], then set arrary to control.

=> Question:

- For array, as I research must have 3 information: id, name, entityType, but for this scenario, we don't lookup to specific entity like lead, contract, contact, so how to fillin this value ?

- When I setValue array to control, it throw error invalidType ?

function LoadEntityList()
{
     var EntityLookup = new Array();
     EntityLookup[0] = new Object();
     EntityLookup[0].id = ?? ; //If I build lookup to specific data like Lead, Contact, I will have entity Id, but now we get Entity name so what value id here ?
     EntityLookup[0].name = "lead"; //May be name of entity
     EntityLookup[0].entityType = "lead"; //May be name of entity
     Xrm.Page.getAttribute("entityname").setValue(EntityLookup);
}

2. Base on form Duplicate rule setup, I use F12 Tool how to bind entity name as list at attribute Base record type

First thing: Base record type is single line or text (it is not a lookup)

Second thing: use F12, I can set list of option as select

Third thing: check javascript in form, and don't see any javascript and onload event method in this form

=> Question:

- How can Duplicate Rule form load entity name as list at Base record type ?

Thanks you so much for any comment and guide for me.

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USD - External Hosted Application not 'staying' in USD tab

February 15, 2017, 8:15 am
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I have a hosted control that is a CCA Hosted Application > External Hosted Application.  No adapter.  Application Hosting = "Use SetParent".  But every time I click a toolbar button that fires the this hosted application's default action (to launch it), my external application launches outside of USD instead of residing within the tab (hosted control) I setup for it.  Am I missing a step here?

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Business Process Flow On Exit Workflow doesn't pass back business process error message

February 15, 2017, 8:23 am
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Using Dynamics 365 with the new On Exit of stage workflow parameter, upon exiting a stage I run a workflow that sweeps the record and child records for any issues.  If child records havve issues they roll up (forced rollup) to an integer on the record the BPF is running on.  I then check that integer and if it's >1, I stop the workflow with an error.  

When Dynamics processes all of this when the user clicks Next Stage, I never get the business process error message and it lets the user navigate to the next stage.  I would have hoped that if an "on exit" workflow fails that the message would be rendered to the UI and not let the user navigate to the next Stage.  ;-(

The business scenario I'm trying to solve is checking for exceptions before a payment record can be set to APPROVED.  The check for exceptions happens when the user changes stages.  

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Move entity From CRM 2011 To Dynamics crm 365

February 15, 2017, 8:46 am
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Hi everybody,

How can i move all the entitys and their fiels in dynamics crm 2011 to Dynamics crm 365 ? 

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Get the reason for a rollback of an action to the caller

February 15, 2017, 8:48 am
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Hi,

This is the scenario in my codeactivity (all try/catch context handling omitted)

protected override void Execute(CodeActivityContext context)
        {
                     // This causes a rollback, the caller of the action does not know why since message is not passed to caller
                    throw new Exception("My Exception");
            }

What happens is, that if I call the action which holds this codeactivity from c# (service.Exectute(MyActionRequest)
 I will get an AggretateException with no inner content that refers to "My Exception" in any way (that I could find).

So the caller will not be able to respond to different Exceptions and provide an appropriate feedback/logging.

Has anyone found a way to achieve a Rollback AND inform the caller why it happened?

BR

Gerhard

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Adobe forms vs. CRM portal

February 15, 2017, 8:56 am
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Hi everyone, I heard from Adobe sale reps that CRM portal will be deprecated in favor of AEM forms. How credible is this information ? Thanks. 

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Business Process Flow Visual Design in Dynamics 365 - how do connectors work?

February 15, 2017, 9:02 am
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After several hours, I give.  How are the connectors supposed to work in the new BPF Visual Designer?  Can you connect a Stage back to another one??  Can't seem to do anything with them and can't find any information.

Thanks!

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Roadmap for CRM Portal 8.x on premise

February 15, 2017, 9:02 am
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Hi everyone, will CRM portal 8.x will eventually be release on premise ? What will be the upgradability for client who use AdxStudio 7.x with no intention to migrate to the cloud? Thanks.

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Hide or disable Warning Message in Products

February 15, 2017, 9:12 am
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Hi, I need help. Is there any solution that I can use to disable-hide that warning? Maybe with javascript? 

I want to let users create products without a default price list  

That notification appears when I save the product before add price list items.

Thanks

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Send a follow up email after 7 days after the creation of Account

February 15, 2017, 9:56 am
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Hi ,

Whenever a account is created , I have to send a follow-up email to the primary contact after 7 days of the creation date.

I think this can be done through a system workflow. An step by step workflow steps with workflow screen shot is highly appreciated.

Thanks

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Service Activity: There was an error with this field customized event

February 15, 2017, 10:12 am
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Hi all,

When creating a service Activity and selecting a service, I get the following error:

I have done no customization to the service activity form. Would anyone have a clue why this is happening. We are currently using CRM 2013 sp1 UR3.

Thank you

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Users can't see their Goals

February 15, 2017, 10:55 am
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Hello,

I've setup a number of goals in the system under 3 Goal Managers.

The Goals are calculating correctly and rolling up correctly. the Goal Managers can see their goals as well as their staffs. 

However, the Goal Owners can't see their goals.

I believe I have the security setup properly. They have read access to goals in their business unit and full access to Goal Metrics. 

Is there anything specific I should be checking?

Thank you,

Brianna

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'Modified By' field(s) in Dynamic CRM

February 15, 2017, 11:05 am
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Greetings All,  

I am trying to hunt down documentation on specifically what actions cause the ‘Modified By’ and ‘Modified On’ fields to populate in MS Dynamics CRM.   Does anyone know of or can point me to documentation on these specific fields?

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CRM Online without Outlook has delivery notifications?

February 15, 2017, 11:42 am
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Hi people!

Anybody knows if the CRM Online without Outlook has "delivery receipt"/"read receipt"?

Thanks!

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