I'm trying to change the sorting of the default view "Active Contacts", I can change the sorting in the settings but no change takes place when I publish the customizations. On the view if I select filter and click the arrows beside the Full Name column I am unable to select "Sort A-Z" or "Sort Z-A" because they are greyed out.
Any thoughts?
On-premise / v 7.0.0017
I would like to rehash this older thread from two years ago:
https://community.adxstudio.com/forums/adxstudio-portals/23edb78f-82b9-e411-80f7-00155dc0a3d4
We have a very similar situation, except the multi-lingual site will go down once or more a day. Frequency seems tied to traffic. So far only can be temporarily fixed by resetting IIS. Only the english and french home pages have a blank (null) parent page. Has there been any update/fix on this, or gained knowledge on what is causing the problem?
Thanks.
I need to get rid of Quickbooks and pretty much have Dynamics take over and have a smooth transition.
I need the customer database I need my sales team to be able to enter in all their information they enter on QB onto Dynamics
HI,
Can we filter three lookup fields one by one based on the other previous lookup field.
Example:
Consider there are 3 lookup fields (A,B & C)
Lookup field B should be filtered based on the records from lookup field A. And lookup field C should get filtered based on the lookup field result from the lookup field B .
Thanks,
M.Sathish
I have proble where in the portal the cache remains stale for about 1 day and anything updated within the CRM directly isn't reflected within the Portal for about this time. Any changes made at the front-end of the Portal is shown almost instantly.
What we need is if we update the data in the CRM directly then we need the Entity Lists updated asap (and this is taking about 1 day at present which isn't acceptable). Old data on the front-end after it has been updated in the CRM is a big issue right now.
How do i get contact entity data using soap envelop
how to get dynamic list using soap envelop
I need to put in the gender radio button list, I tried the two option sets with radio button when changing the properties, but that didnt worked
Hello, I work as a support agent for a MS Partner and right now, we use Zendesk for our support cases. We're transitioning into the new Interactive Service Hub for all things support and out of Zendesk and right now, I'm playing around in our test environment to get a better feel for it.
One thing that I'm finding is troublesome, is that if I create a case from our customer service portal and attach a screenshot or document to my case, in the ICH, I have to navigate to the case > activities > activity in question > download attachment > open it. Compared to ZD, this is a TON of steps just to view the attachments, which our clients use quite frequently. Additionally, ZD allows you to view the attachment in a lightbox window directly in their interface, which is a huge QOL.
My main grip however, is that there is no way to even determine if an attachment came in; I can see all the back and forth between customers/agents in the timeline,but is there an easier way to know that an attachment actually came in? Many customers do not use verbiage like "See attached", they just attach docs and expect you to see them. So unless I'm constantly shifting between the activities and the timeline, I would never know that they had sent an attachment. Maybe I'm overthinking this, but is there a way to know that attachments have been included in a client's response from the portal? Or for agents to send attachments in a portal comment?
Hello Everyone,
I am facing a strange issue in CRM 2013 onpremises.
all of sudden JS scripts (OnLoad and Onchange) stopped triggering !!!
I can confirm that NO update happened (browser or CRM SP).
and its been observed that all the field level functions are unmapped automatically !!!
What can be the cause for this entity corrupt?
Please share your experience. Its Quite URGENT.
TIA
Has anyone had any experience with editing the exported XML from the source CRM Organization and then importing into the Target CRM Organization?
I want to migrate Teams between Dyamics365 online instances.
A workaround I used to use in the past (using a different tool) was to update the administrator ID and business unit ID (guids) in the source xml with the administrator ID and business unit IDs from the Target instance.
When I edit the XML in the data file from the export using CRM Configuration Migration tool and then save the XML and zip the file, it says "invalid import error" when I select the Zip file when trying to import into the target instance.
Is there any way I can determine why the zip file is now invalid?
When export file from Marking list, how to add a column in the export file with the name of "marketing list", just like tag?
See the example below, i would like "EDM - Appeal Removed" to be a column in the exported file. the column name is "Marketing list", the column value is "EDM - Appeal Removed".
thanks.
Hi,
I'm new to JScript and I'm struggling with getting the correct result.
Below is code I am using to retrieve the value to the aml_ParentAccount lookup field. I have been researching and trying different scenarios for the last 3 days with no avail. I have even tried all lowercase, but also to no avail.
I am trying to set the variable Acct with the value in aml_ParentAccount. I have commented out the different scenarios I have tried, and the errors they return.
I have uploaded a screen shot of the field name to prove that I am spelling it correctly.
Can anyone help advise what the correct code is to retrieve the value from the aml_ParentAccount lookup field.
function concatTitle()
{
var Title = Xrm.Page.getAttribute('aml_name').getValue();
// Works - Returns the text value or null if empty.
debugger; // To pause code
// var Acct = Xrm.Page.getAttribute('aml_parentaccount').getSelectedOption();
// var Acct = Xrm.Page.getAttribute("aml_parentaccount").getSelectedOption();
// Errors - Returns "Object doesn't support property or method 'getSelectedOption'"
// var Acct = Xrm.Page.data.entity.attributes.get('aml_ParentAccount').getValue();
// var Acct = Xrm.Page.data.entity.attributes.get("aml_ParentAccount").getValue();
// Errors - Returns "Unable to get property 'getValue' of undefined or null reference"
// var Acct = Xrm.Page.getAttribute('aml_ParentAccount').getValue();
// var Acct = Xrm.Page.getAttribute("aml_ParentAccount").getValue();
// Errors - Returns "Unable to get property 'getValue' of undefined or null reference"
// var Acct = Xrm.Page.getAttribute('aml_ParentAccount');
// var Acct = Xrm.Page.getAttribute("aml_ParentAccount");
// Errors - Returns back null, regardless if there is a value or not.
var TrialID = Xrm.Page.getAttribute('aml_clientprotocoltrialid').getValue();
// Works - Returns the text value or null if empty.
}
Hi guys,
I am having issues with editing the form, the issue is that I can't even find the form to edit, I was expecting to find it in something like Solution / Entities / Case / Forms but instead I understand it is inside somewhere Self-Service Website / Customer Service - Case Details, but there is no form in there. It may also be that I am in the wrong place.
Any help would be appreciated.
Hi Guys,
Email Related issue again-
Client has sent an email to an incorrect email address by putting an extra '.' after '.com', like abc@gmail.com.
Ideally, this email must fail with a status 'Failed', but when we check the email form we are shown 'Status Reason' & 'Activity Status' as 3 which is 'cancelled'(screenshot 1).
But when we advanced find the same email, we find it under status 'sent' and when we check in the grid as well it is sent (screenshot 2), which is absurd.
Now, when I tried the same scenario, I get the expected results; Status Reason is Failed on both form and grid (Screenshot 3 & 4)
if you have any idea on this, comment please !
We need to implement the adxstudio portal with the weixin(wechat) provider using OAuth2 authentication.
However, we cannot find any information for the CRM portal to setup the OAuth2 provider as weixin.
Please advice the method and setting for the portal to setup support weixin provider OAuth2.
Hi,
Currently there is a CRM 2011 Application in NA Domain, talking to server level- there are 2 IIS Web servers that host 2 CRM front end APP servers and 2 back end SQL database servers , 2 Asynchronous servers , 2 Reporting servers and 1 Email exchange server. All the servers runs on Microsoft windows 2008 R2 Enterprise OS.
The plan is to migrate the CRM 2011 Application from NA Domain to a restricted zone/domain which needs to raise a firewall in order to access this domain/zone.
Below is the approach for this Migration.
The two IIS web servers will be deployed into new domain/zone leaving the rest servers in the NA domain only. As the OS also upgrades from windows 2008 R2 to windows 2012 R2 , installation of CRM 2011 instance from scratch is performed.
Appreciate your time for sharing your knowledge!
Regards!
Rajesh
Hi,
I have created a field "Reason to Recycle" on our lead form and want to make this compulsory everytime the "Status Reason" field changes from Active to Passive. Need some help on how to go about doing this. Thanks!
I want to migrate my solution and data from Dynamics CRM 2013 On-premise instance to Dynamics 365 online . Is there any established approach?Multiple hops via 2015,2016 is suggested in https://technet.microsoft.com/en-in/library/hh699673.aspx .However,the article https://msdn.microsoft.com/en-us/library/gg328109.aspx#BKMK_VersionCompatibilty indicates that direct portability from 2013 to D365 is available. Latter would be preferred if it is supported. Is it possible to export my CRM 2013 solution and import it directly on Dynamics 365 online with minor fixes to be applied later?
Is there any detailed information on the feature comparison-both technical( such as SDK updates, deprecated functions) and functional (enhanced business rules,calculated fields etc) between Dynamics CRM 2013 and CRM 2016 /Dynamics 365 ?