Hello Guys I want to get the sum of some of the records in an entity field For example :
I want to get the sum of all Budgets in every specific year
Thanks in advance.
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Sum of some of Records in an entity field
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Voice Of Customer Routing Rules
How to Create Routing Rules for a Multiple Response?
For Example, I have added multiple response survey part which has values - Branding, Price Competitive, Branding & Others and I have also added "Others" as a Long Answer Survey Part.
"Others" visibility has been set to "Do not Display".
Now i want to show "Others" (Survey Part) only when Others is selected from my multiple Response survey part. How do I achieve this?
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msdyn_agreement' entity doesn't contain attribute with Name = 'transactioncurrencyid
Hi,
I am getting this error while creating agreement records in Dynamics 365 field service.
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: 'msdyn_agreement' entity doesn't contain attribute with Name = 'transactioncurrencyid'.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>3fae96c6-5418-41cf-a6a7-17ef4a83e9db</ActivityId>
<ErrorCode>-2147217149</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>'msdyn_agreement' entity doesn't contain attribute with Name = 'transactioncurrencyid'.</Message>
<Timestamp>2017-02-28T11:40:37.937339Z</Timestamp>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText>
[Microsoft.Crm.Audit: Microsoft.Crm.AuditCreateUpdatePlugin]
[060a43d1-79ff-4f30-abf0-8bdb0bec547a: AuditCreateUpdatePlugin]
</TraceText>
</OrganizationServiceFault>
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Post upgrade CRM 2013 missing indexes
Hello Experts,
We performed the in-place upgrade CRM 2013 over CRM 2011, which went successful.
After upgrade we were evaluating the indexes which goes missing in CRM 2013 and we found that there are some indexes on CreatedOn field which are not present in CRM 2013, these indexes seems to be OOB indexes.
Could you please guide me in this regard, what happens with indexes after upgrading CRM 2013 over CRM 2011.
Thanks,
Rahul
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Dynamics 365 | The "+" button in Contact sub-grid displays quick form
Hello,
I'm trying to customize a CRM Dynamics 365 Online, but i'm facing an issue, the "+" of the contacts sub-grid in Account form displays the quickCreate form while I need the lookup. The Account field in contact entity is Optional.
Could you please help? I tried to create another 1-N relationship but it has the same behavior.
Thank you,
Regards,
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Excluding single products from discounting (without generation of price lists)
Hi community,
I wanted to know if there is a shortcut to exclude single products from discounting.
I don´t want to set up discount lists if avoidable.
Imagine apples and peaches are ordered, nice customer wants super express delievery (cost 100).
So a&p shall be discounted with 10%, super express delivery never ever.
My sales people give discount customers individually when quoting, but I wann exclude some of it.
THX
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How do i connect php to crm
There is special requirement. Client want to connect Microsoft CRM dynamics with there existing php application.
Can I get any help on this, i will highly appreciate it
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Comprehensive List of Security Options and Settings
Hi All,
I have scoured the Microsoft site, forums, blogs and anywhere else I can think of and Bing can find, but with no success. Is there a list somewhere that documents all of the 300+ settings in the security roles?
Most of them are self-evident and obvious, but there are some that are not so and I'd love to know what they are for and what the impact of them being set is.
Seems like it would be in the Security Concepts page or the Setting Up Users and Roles page, but I can't find it anywhere. Am I missing it, or maybe in a third-party resource?
Thanks in Advance,
Frank
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Email Activity Requirement
Hello All,
We have a requirment
The email activity is automatically displayed and opened for the user that initiated the quote. There should be no need to navigate to activities to open that email activity by the user manually.
Is this possible using a plugin or javascript? The trigger for the above requirment is a button click.
Thanks,
Abhilash.
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Send an email to the owner of the case when the user post something in the post section of the case record
Hi,
I have a requirement such that whenever any user posts something in the post section of the case record, email should be triggered to the owner of the case record. Is there any way to do it using out of box CRM method.
1 )How to do it if i need to do it by code.
2) How to do it if to do it by out of box CRM method.
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Imported Organisation from previous system backup, no reports run.
After importing a new organisation based on a backup from a previous system all reports are now blank. but previous worked on old system, have tried:
1. reimporting rdl files one by one.
2. applying a solution exported from the previous system
3. restarted report server services
4. checked report server account was in AD report group in CRM OU
still nothing.
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Ribbon problem
Hi all,
We have a problem with ribbons when importing our solution. When import process is finished, and we refresh browser some of the ribbon items disappear which are previously shown. We have three ribbon items that we have in this solution, they are shown but some standard items disappear, like Plugin Trace-log, Sync, etc. What could be the problem? Are we missing some step when exporting solution or that is a default behaviour?
Thanks,
Ensar
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Dynamics 365 | Availability of webressources in smartphones
Hello,
I would like to know if web ressources are available in smartphones, the custimmization form suggests only to enable it for tablets.
Thank you,
Regards
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Dynamics365 | Add button in connection subgrid
Hello,
When I add a connection roles subgrid in a Dynamics 365 form, the "+" button doesn't appear in the browser, but when I use the Mobile version it appears, is there any why to make it appear in the two?
Thank you,
Regards,
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Plugin for filling quote product lineitemnumber does not start on CRM Online platform
Hi!
I met a strange situation in different CRM Online instances on both versions CRM 2016 and Dynamics 365.
The goal is simple, add lineitemnumber to the quote product when it is greated. It is counting the number of created rows on the quote, increasing the figure by 1 and writing it to the created quote product.
The problem shows himlself in the morning when people are starting to work with CRM and create the first quotes.
Adding quote lines to the first quote takes a lot of time, platform seems like freezing. Some time it is giving time out error messages.
After waiting a 30 seconds or minute, the added quotelines are appearing to the quote form.
Quotes what are created later, are working good, without any delays.
That's a weird situation, seems like lineitem numbering plugin is "sleeping" and needs to "wakeup".
When I disable the plugin, the CRM starts to work normally, such behaviour will disappear.
Do you have any experiences with lineitem numbering with CRM Online?
What can cause such issue in CRM?
With thanks
Peep Palts
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Duplicates Detected -- Webpage Dialog - permissions
Hello all,
I'm looking to publish some rules which will trigger the Duplicates Detected -- Webpage Dialog upon saving a potential duplicate.
The problem I'm facing is the More Actions dropdown which allows anybody to Deactivate or Delete record. Has anybody found a way to remove this or remove permissions to this dropdown within the Duplicates Detected -- Webpage Dialog?
Many thanks,
Robert
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Managed solution with 1 entity
Hi,
There is already a managed solution in my UAT & live environments, with all entities in the solution. I would like to create 2 new managed solutions with just 1 entity in each - 1 solution for the Contact entity and 1 for Opportunity. If I do this, are there any risks to the existing functionality? I'd like to have these entities in 2 separate solutions to minimise risk when deploying changes to live. I've mainly used unmanaged solutions before, and would just put whatever entity I wanted to update in the solution, then delete the solution as it was unmanaged, but I'm not very experienced with managed solutions. I've read up on them, but I'd really like this specific question answered.
Thanks.
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Integrate exchange server on premises with crm 2011
Hi all
I need to know How can Integrate exchange server on premises with crm 2011 on promises without any email router?
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Service Activity - Send Direct Email
In the Service Activity, the "Send Direct Email" button's tooltip says it will send an email "to the people scheduled to complete this service activity."
Obviously this means that it should send a message to the Resources on the Service Activity. However, it actually sends the email to the Customer.
Anyone know how to make this work properly?
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CRM2013 IFD not creating federationmetadata.xml
CRM gurus,
This was working until the certificate expired on the ADFS server, this has been renewed now and I've been able to update our pre-prod environment and this works ok.
What I'm struggling with is getting the Production environments working with ADFS 2.0 .
I have followed several guides which all look pretty straightforward in terms of getting it up and running.
however, I'm struggling, spend 2 days learning/working on it.
Please trust that the basics have been done and are ok. (I think)
renewed public SSL certificates, installed, tested and working, permissions set for network service to access SSL cert, all DNS entries done and are public facing, SSL applied to both ADFS and CRM servers websites, client side authentication wizard run on CRM box.
CRM version is 2013 UR 4 was applied recently.
We have a Forefront TMG web proxy server doing all the rules for access etc..
crm-auth.mydomain.org
crm-disco.mydomain.org
crm.mydomain.org
I've run the claims based authentication wizard, with no problems. pointing to our STS server on crm-auth.mydomain.org
When I run the Internet Facing Deployment wizard everything checks out ok.
After running IFD when I try and view the crm-auth.mydomain.org/.../FederatedMetadata.xml file on the CRM server it displays 404 Page Not Found.
I'm also unable to create the relying trust from the ADFS server pointing to crm-auth.
To me it just seems like the XML has not been created.
what is a little strange to me is when I paste the following crm-auth.mydomain.org/FederatedMetadata into a browser it redirects to adfs.mydomain.org/.../le ................. presenting me with a login screen, however this fails as no claim can be setup with access to a working xml.
Hopefully the above makes sense, I'm not always good at articulating the tech!
Mike.
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