Hello,
Can some one guide me on the SQL Database sizing for Dynamics CRM on-premises.
What are the maximum or Minimum database size fro MSCRM. Is there any recommendation?
Thanks in Advance.
Regards,
Sidhant
↧
SQL DB Size for MS CRM On-premises
↧
How to Execute Report on Resco Mobile CRM App ?
I have a SSRS Report in CRM. I want to use this report in my Resco mobile app.
The data shown in the report comes from two different entities having no proper relationships , but the join between these two entities is based on a Text Field (String).
Is it possible to execute the reports in Resco Mobile app ?
↧
↧
Creating E-Mail Alert when a specific date has passed
Hi all,
I'm trying to create a workflow (think this is the best process to use), to send an e-mail alert to the owner of the record when the date in a specific field (Projected Start Date) has passed.
I'd need to have this workflow set up in both the Lead and Opportunity entities and I'd want the alert to be sent just once a day until the field is updated.
Any ideas gratefully received.
Many Thanks
↧
USD Trace
Hello,
Please i need to know how i can make some traces in MS CRM from USD .
EXP :
when i receive or make a call in USD i want fro exp to have in crm the duration of conversation or the name of agent and thank you for help.
Kind regards
↧
When click on "Regarding" in reading pane Outlook, the popup says "Requesting data from Dynamics 365"
When click on "Regarding" in reading pane Outlook, the popup windows says "Requesting data from Dynamics 365" (and nothing more happens. The customer has had the problem on different version of CRM Online and different version of Office. At the moment the client PC is running Office 365 (Outlook 2016), and the latest build of the Outlook CRM client. Same issue. The client computer run Windows 7. We have cleared the cache. Can't find anything in the trace log either. Any suggestion?
↧
↧
8.2 SDK Profiler Uninstall Issue
We have an installed, on-premise test setup that has the SDK profiler installed running on version 8.2. We have also installed our managed solution on the same setup but when trying to delete the Profiler solution, get an odd error that doesn't seem possible.
</ErrorDetails>
<Message>This solution cannot be uninstalled because the 'EntityRelationship' with id '5922dc38-e7bf-e611-80dc-000af785d323(mbs_businessunit_mbs_pluginprofile)' is required by the 'OurSolution' solution. Uninstall the OurSolution solution and try again.</Message>
<Timestamp>2017-02-27T12:06:01.6697921Z</Timestamp>
Any suggestions?
↧
Automatic Case Creation - unknown email adress
Dear all,
we configured automatic case creation for a customer service solution and if the email adress isn´t available in any account or contact there won´t be any case created in the system. I can just find the email in the queue and convert it manually but thats´s not what I want.
The owner of the rule is our crm admin who is able to create new contacts. Of course, I set the cross for create new contacts if the sender is unkown in the automatic case creation. I already found similar threads here but no viable answer for my problem.
Is it a bug in CRM 2016 on premise or is there any configuration needed for my case creation?
Additionally i want to create a new contact OR fill the customer field with a Dummy. So there are maybe 3 scenarios:
email adress found in CRM
not found --> new contact
not found --> dummy as contact
How can I differentiate those types mentioned above.
Thanks in advance
Patrick
↧
how to create following workflow: case owner has to change when owner account changes
hi all,
does anyone know how to create a workflow (or 2) which changes the case owner as soon as the account owner changes?
(if i adjust the relational behaviour it will execute the changes in the past as well which is unwanted)
many thanks in advance
best regards leo
↧
Dynamics 365 Portals (8.x) Code Extentions
ADX Experts,
Need your valuable opinion/suggestions on below points.
1. Since we cannot create an aspx page in Adx8.x, so only way to create a custom page in 8.x is via liquid template then what are ways to communicate to CRM in custom pages.
For example,
1. If we have to create a CRM record on click of a button click on portal then we need to write all code either inside web template using liquid or via JavaScript.
2. Again, on click of custom button if we need to retrieve some record data from CRM and based on that do validation on portal then it again requires code using liquid template and script.
Our concern is if we go by above approach then our custom pages will be so heavy to accommodate all operations.
Need to check what is the best practice in terms of code development for above scenarios.
2. I need to hide/ remove OOB register page from the portal. What are the possible ways/options to do the same.
3. What are the ways to clear cache in adx 8.x. Till 7.x, by closing the browser we were able to clear cache.
Any help/suggestions will be much appreciated.
Regards,
Rohit Negi
↧
↧
Dynamics 365 Serverside Synchronization - appointments, contacts, and tasks
Hi. I have just set up serverside synchronization for inncomming and outgoing emails. (on premise - server to server)
When I test and enable I get failure on appointments, contact and tasks - but no error in the alerts. How can I debug this?
Thanks
↧
how to calculate no. of days between two dates in reporting using regular expressions
i want to calculate the no. of days between two dates startdate and enddate in reporting using expressions
↧
View cases from all queues I am member of
Hello
I want to create a view that display all cases from all queues I am member of. Is this possible?
Thanks for answer
↧
What to look in when making snapshot isolation level ON in CRM DB in sql server
Hi,
So, I found that RCSI is supported on Dynamics CRM on-premise 2015 which we have.
Before turning ON what are the things we have to look for in CRM before turning ON this features!
I am monitoring tempdb performance on SQL end but have no idea what to look for and what to test in CRM?
Thanks.
↧
↧
Logic app and CRM
Hi,
I created a logic app on Azure.
When I using the Logic Apps Designer and use a blank template, I choose trigger "Dynamics 365 - when a record is created", in the Organization Name drop-down box, I can't find my organization. I manually type in the organization name, then choose from the Entity Name Drop-down box, and it showed "Could not retrieve values. Crm Instance was not found."
I do have a CRM instance, but why I can't choose from the logic app?
Thanks,
↧
Performance problem while calling custom action via javascript.
Hi there!
I have trial instance of Dynamics CRM Online (365).
I am implementing an integration and I have custom action has been written with .NET.
This action includes logic such as:
1. Read config from CRM. (Config saved in CRM like 1 record of custom entity)
2. Send request to some...
3. Recieve response.
4. Update some entity.
I call it using Process.js.
But time for reading 1 config entity record is about 6seconds.
It is bad for integration!
Why so long? May be because trial version, or different server locations of CRM instance parts?
The code of reading part:
var config = dataContext.xxx_integration_configurationSet.SingleOrDefault(); <-- executed about 6 seconds
I have only 1 config entity record in CRM.
↧
Error: 404 - File or directory not found
Hi all
I am using following code:
function ClonePhoneCall() {
var serverUrl = Xrm.Page.context.getClientUrl();
if (RecordId != null) {
var RecordId = RecordId.replace('{', '').replace('}', '');
var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
var ODATA_EntityCollection = "/PhoneCallSet";
var QUERY = "(guid'" + RecordId + "')?"
QUERY += "$select=PhoneNumber,DirectionCode,RegardingObjectId,"
QUERY += "Subject,Description,ScheduledEnd,PriorityCode,OwnerId";
var URL = serverUrl + ODATA_ENDPOINT + ODATA_EntityCollection + QUERY;
$.ajax({
type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: URL,
beforeSend: function (XMLHttpRequest) {
//Specifying this header ensures that the results will be returned as JSON.
XMLHttpRequest.setRequestHeader("Accept", "application/json");
},
success: function (data, textStatus, XmlHttpRequest) {
//This function will trigger asynchronously if the Retrieve was successful
Object = data.d;
},
error: function (XmlHttpRequest, textStatus, errorThrown) {
//This function will trigger asynchronously if the Retrieve returned an error
alert("AJAX call failed; Error - " + XmlHttpRequest.responseText);
}
});
}
}
and it is giving me this error:
AJAX call failed; Error - <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "www.w3.org/.../xhtml1-strict.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"/>
<title>404 - File or directory not found.</title>
<style type="text/css">
<!--
body{margin:0;font-size:.7em;font-family:Verdana, Arial, Helvetica, sans-serif;background:#EEEEEE;}
fieldset{padding:0 15px 10px 15px;}
h1{font-size:2.4em;margin:0;color:#FFF;}
h2{font-size:1.7em;margin:0;color:#CC0000;}
h3{font-size:1.2em;margin:10px 0 0 0;color:#000000;}
#header{width:96%;margin:0 0 0 0;padding:6px 2% 6px 2%;font-family:"trebuchet MS", Verdana, sans-serif;color:#FFF;
background-color:#555555;}
#content{margin:0 0 0 2%;position:relative;}
.content-container{background:#FFF;width:96%;margin-top:8px;padding:10px;position:relative;}
-->
</style>
</head>
<body>
<div id="header"><h1>Server Error</h1></div>
<div id="content">
<div class="content-container"><fieldset>
<h2>404 - File or directory not found.</h2>
<h3>The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable.</h3>
</fieldset></div>
</div>
</body>
</html>
I do not know Where an I wrong? Please suggest me the solution.
Thank You
↧
Showing Lookup Element by code Using the old version of adx
I am using an old version of ADXStudio as I received a change request for an existing project, I need to add a lookup to one of the forms, and filter it by related entities using LINQ. Is there any asp or adx element that can do what I want?
I know that the newer versions of ADX have this facility automatically rendered when using a web form, but I am obliged to continue the old existing work.
Thank you.
↧
↧
Activity form
Hi all
There is no form on activity entity as shown below
But When I go to the ribbon workbench. It shows me the form on activity as shown below:
What is the concept?
↧
Default number of entities in crm.
How many default number of entities are there in crm 2013 & 2016.
↧
How to make only customer to access portal website?
Hello,
I have created customer self service portal, see here - https://custsup.microsoftcrmportals.com
I want to provide access (can login) to only those customers whose records is there in my crm system. but in the portal site there is register link where anybody can register and creates case. How can I limit access only specific to my customers?
thanks,
Ashish
↧