Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all 46379 articles
Browse latest View live

CodePlex Chart Map 3.0 RC1


Dynamic CRM Cumulative bar chart

$
0
0

Is there a way in CRM to create a chart (either through XML modification or natively) that will allow to cumulative values in a series (shown in image below, It's just a sample image for desired result)?

feb 01 2017 = $15,000 becomes feb 01 2017 = $15,000
feb 02 2017 = $7,000 becomes feb 02 2017 =$22,000
feb 03 2017 = $20,000 becomes feb 03 2017 = $42, 000

feb 04 2017 = $15,000 becomes feb 04 2017 = $57,000
feb 05 2017 = $7,000 becomes feb 05 2017 =$64,000
feb 06 2017 = $20,000 becomes feb 06 2017 = $84, 000 
feb 07 2017 = $20,000 becomes feb 07 2017 = $104, 000

Advanced Find reports in Dynamics CRM 2011

$
0
0

Hi all,

Advanced Find reports exported as static worksheets, open with .xls. Advanced Find reports exported as dynamic worksheets open with .xml. I need every reports open in .xls format(as Default). Is this possible in dynamics CRM 2011?

Add image on a button using ribbon workbench

$
0
0

Hi all

I added image using ribbon workbench as shown below:

but When I go to UI, button is not showing me any image.

What is wrong?

I used the same images in my CRM 2011 instances and the are working properly.

Thank You

How to prevent deleting records which are not specified in lookup field?

$
0
0

Hello,

I have custom entity "Offers" connected with Opportunities with N:1 relationship. When user creating new offer, it is stored in lookup field "Last offer".

Each opportunity can have N offers, but only last created is stored in that field. What I'm trying to do is to prevent users from deleting those offers, that aren't stored in lookup field.

I've created a workflow that should be working:

If Opportunity:Last offer not equals Offer;

abort workflow status cancelled (typical workflow error appears).

That of course didn't work well for some reason. I wasn't able to delete offer that wasn't stored in lookup field, but also one that was in that field.

I created reversed workflow that should prevent from deleting offer stored in lookup field:

If Opportunity:Last offer equals Offer;

abort workflow status cancelled;


After attepmting to delete offer stored in field no error message shown up.

So, in conclusion, I can't delete any offer record or I can delete all of them.

Any ideas, what can I do to accomplish that?

Best regards,

BB

Cannot insert duplicate key row in object 'MetadataSchema.AttributePicklistValue' with unique index 'ndx_AttributePicklistValue'. The duplicate key value is (b994cdd8-5ce9-4ab9-bdd3-8888ebdb0407, 1, 0, 80110602-3489-4c69-b8fc-e9b46cb24e36,

$
0
0

Hi,

I am getting below error when i try to import solution into the target system. Does anyone faced this issue earlier. It would be of great help if any solutions for this.

Regards,

Tejas

Paging is not working on RetrieveMultiple Message

$
0
0

Hi All,

I am working on Dynamics CRM project and in one requirement I am not able to find the solution. I have created plugin for RetrieveMultiple Message which fires on views which I have created for entity. But, somehow paging stopped working.  I am taking records information from OutputParameters like 

var retrievedResult = (EntityCollection)context.OutputParameters["BusinessEntityCollection"];

and query from 

QueryExpression qe = (QueryExpression)context.InputParameters["Query"];

I am looping on retrievedResult and modifying field values and added in different collection - EntityRecords. 

foreach (Entity entity in retrievedResult.Entities)
{

// My code 

-

-

EntityRecords.Entities.Add(entity);

}

Total number of records currently showing 272 but when i loop retrievedResult it only gives me record count which i have set in CRM (from option->general tab = 100)

At the end I am binding my collection to context.OutputParameters["BusinessEntityCollection"]  like

context.OutputParameters["BusinessEntityCollection"] = EntityRecords;

I want to implement paging and want to show all records with page size set by user. 

Please guide to implement paging in this scenario.

Thank you.

How to do sub grid Read only in Dynamic 365 using java script.

$
0
0

I need to disabled form sub grid. I have already  tried below code but did not get success.

1.  window.parent.document.getElementById(subgridName + "_span").disabled = "true";   -> Not working

2. Put sub grid in Tab and disabled tab but did not work.

Please have any other solution then let us know.


Minimal outlook version required for folder tracking

$
0
0

Hi all,

Does anybody know what the minimal required outlook version is to be able to perform folder tracking?

The minimal outlook requirements for dynamics 365 is outlook 2010 (https://technet.microsoft.com/en-us/library/hh699818.aspx), so is this the same for folder tracking? Or is folder tracking not possible in this oldest version of outlook 2010?

Additional info: Folder tracking was introduced to CRM with Microsoft Dynamics CRM 2015 Update 1 (more info: https://community.dynamics.com/crm/b/mscrmdaily/archive/2015/04/24/2015-update-1-folder-level-tracking)

Single or Bulk SMS options in CRM 2016

$
0
0

Hello,

Can you please help me with information on whether I can send single or bulk sms from CRM. I am trying to research on this however I came across one article that says Microsoft has discontinued SMS service for CRM. Some articles say that it is now a part of Microsoft Dynamics Marketing. However I am unable to find any detailed information. All the articles I am trying to open up are redirecting me to this link which is providing little information: https://www.microsoft.com/en-us/dynamics/marketing-customer-center/get-started-with-microsoft-dynamics-marketing.aspx

What are my options to shoot SMS to customers from CRM. Any help would be appreciated.

Thank you.

SSRS without Visual Studio

$
0
0

Hi all,

I need to customize few reports which are not possible in Dynamics CRM online. I browsed and found that I need to install SSRS for reporting on Windows OS.

Can someone clarify 

a. Do we need to have Visual Studio installed, if we want to work on SSRS

b. Is there any way we can create custom reports i.e. Data Loader etc.

Please reply as I need to work on this urgently.

Regards

Deepak Kumar

Email configuration?

$
0
0

Hi all

I have email configured in my CRM server. I want to see How? How can I am able to see this configuration?

Thank You

C# Plugin Question - Custom Entity not found

$
0
0

Hi. I have been using the Microsoft tutorials to understand plugins and (ex HttpResponseMessage & HttpClient).

The Task below works fine when my query parameter is either the "contacts" or "accounts" entities. I created a custom entity - "Automobile" which I am able to perform CRUD operations, create processes etc. from the CRM application, however, when I try to run the plugin below where the query is now "Automobiles" I am getting a 404 - Not found error. I don't know why my custom entity cannot be found. Any ideas why?

privateasyncTask<HttpResponseMessage> SendCrmRequestAsync(HttpMethod method, string query, Boolean formatted = false, int maxPageSize = 10)

{

HttpRequestMessage request = newHttpRequestMessage(method, query);

request.Headers.Add("Prefer", "odata.maxpagesize=" + maxPageSize.ToString());

if (formatted)

request.Headers.Add("Prefer","odata.include-annotations=OData.Community.Display.V1.FormattedValue");

returnawait httpClient.SendAsync(request);

}

Dynamics CRM solution in git

$
0
0

Hi there!

Is exist any way to dynamically uploading solution in git?

For example, at least web resources.

regarding migration

$
0
0

i am new to ms crm and know just some customisations herei got chance to work on migration there r no team can any one explain HOW TO MIGRATE DATA FROM ORACLE CRM TO MS CRM IN detailed with giving code for the migraion.

thanks


Multiple Security groups possible for an instance?

$
0
0

Hi dear Dynamics Experts,

Would any of you know if it is possible to add more than 1 security group to an instance?

Thanks!

How can i manage the multiple solutions (SDKs and Customizations) and merge them?

$
0
0

Hello, Dear experts,

i get now a new task to maintain our CRM development environment. Multiple colleges have involved the development/customization for years. So I am facing a CRM system with several historical customizations:

Besides the system solution we have 8 solutions:

At first, 4 managed solutions:

  • CKEditor, version 1.0, installed on Mar.2nd, 2015
  • Ribbon Workbenche, version 2.0.0.7, installed on Mar.1st, 2015
  • XrmSvcToolkit, version 0.2, installed on Jun.21th, 2013
  • Adxstudio CRM 2011 Productivity Pack, version 1.0.0021, installed on Feb.23th 2013

Then 4 unmanaged solutions:

  • RibbonEditor    # some UI extension
  • Projectmanagement,   # customization for project management
  • MyCustomization2013  # customization for Dynamics 2013
  • MyCustomization2015  # customization for Dynamics 2015

All such solutions have been imported in a new Dynamics 365 (on Premise). I don’t like such a terrible structure and want get idea from CRM experts:

  1. Are there any SDKs which have been included/replaced in Dynamics 365? Do I need all the 4 managed solutions in the current Dynamics 365?
  2. Can I upgrade the 4 managed solutions automatically? or I have to do it manually?
  3. Can I merge our own customizations, which were impmented in the 4 unmanaged solutions, into one customization?
  4. How can I keep a clean structure in the future development?

Best Regards

How to set a radio button in the field of two option set in CRM 2016

$
0
0

Hey, 

I need to put in the gander 2 radio buttons female and male, I tried  the 2 option set with radio button when changing the properties, but its not working .. Any suggestion? 

Thanks

find the last modified date

$
0
0

Hi, dear Experts

I was wondering whether there is way to find out when a solution was modified last time? I can't get it.

By the way, is there any mechanism to track the development? even undo the last changes?

Best Regards

Unified Service Desk - ShellExecute

$
0
0

Has anyone successfully used the ShellExecute action on the CRM Global Manager control?   I want to use it to open a web page outside of USD, but no matter how I enter the parameter it just opens file manager, which is the same result as entering no parameter at all.

The "documentation" says of the parameter:

Launches an application by specifying the complete URL or path to the application.   Note: The user must have rights to run the application.

The URL or path of the application to run.

I've tried

Thanks

Viewing all 46379 articles
Browse latest View live


<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>