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Run Report for the activities

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Hi there

I have created an activity for a custom entity. When I open the activity I am not able to run the report for the records from the ribbon. We can do this directly for the entity records.

This is how I proceed, Step 1: Open the activity and then click on run report but I cannot see any report created for this activity.

Step 2: When I go the activities > select the activity from the list and then I opened the list of records which shows the report as follows:

Can anyone suggest if there is a way to run the report for the activity records directly from the ribbon without following the step2?

Thanks


Why don't i get results for an Advanced Find to list Contacts in a *Dynamic* Marketing List?

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Hi all,

If I make a Static Marketing list and manually add contacts > I can then go make and save an Advanced Find that returns that same list of contacts.

The find logic is: Give me all contacts that are linked to a related Marketing List "X"

However, if I do the exact same thing, but the Marketing list is dynamic, the Advanced find gives no results??

If i go to the dynamic marketing list, there are contacts in there... so that isn't the issue.

I  know i can just re-create the dynamic marketing list filters and save that as an advanced find, but means if i change the criteria of the marketing list, i need to remember to go change the criteria of the advanced find to so that the lists returned are the same...

Thanks

K

ADXstudio Portal Setup - Getting this error: [pluginassembly] Adxstudio.Xrm.Workflow.AssignWebRole, Version=1.0.1.0, Cu...

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I am trying to install the latest ADXstudio portal (on premise) to my D365 CRM environment and I am getting this error.

[pluginassembly] Adxstudio.Xrm.Workflow.AssignWebRole, Version=1.0.1.0, Culture=neutral, PublicKeyToken=d3ebcae416f78f44 - Plug-in assembly does not contain the required types or assembly content cannot be updated.

Pass query string to one step to next step in web form

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hi,

I have created first step Load Form type and mode is Insert,and next step is User control type and mode is Edit,now I want to send query string from step-1 to User control type.BELOW IS SCREEN SHOT..

But i am not getting any id in step-2 after clicking on next of step-1.

Custom Template Editor

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Hello,

I want to create a Custom template editor, similar to what we get in Email Template editor. Idea behind this template editor, is basically create a SMS with dynamic content. Once template is created I should be able to distribute the activity against contacts in marketing list similar to what we can do with Email Templates.

Can someone provide with possible approach for this?

I need to know how do i find the attachment of email

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I need to know how do i find the attachment of email.

any help will be highly appreciated

Cannot disable Change Email link on profile page

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Hi All,

We don't want user to be able to change the email address. I have created site setting "Authentication/Registration/EmailConfirmationEnabled" and set it to false even then button is visible.

I have looked at the code, looks like "Change Email" link will always be available regardless or is there some setting that I'm missing.

Thanks,

Regarding javascript error

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Hello,

I am new to Dynamics 365. I am trying to do code so that if I enter the invoice number in contact form then it should show up the customer name itself and the invoice number is present in invoice entity. Also, the customer name for the respective invoice number should be the one in invoice entity.Following is my code:

function invoiceIdBasedSearch()
{
var invoice_no = Xrm.Page.getAttribute("InvoiceNumber").getValue;
var contact_no = Xrm.Page.getAttribute("new_invoicenumber").getValue;
if (contact_no == invoice_no )
{ var contact_cus = Xrm.Page.getAttribute("FullName").getValue;
Xrm.Page.ui.getAttribute("CustomerId").setValue(contact_cus);

}


Error

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Hey, I was working on an employee entity everything is working, but when i want to add a new employee an error is appearing, I disabled all the business rules and the scripts but It's still not working.

Can anyone tell me what that error means:


<CrmScriptErrorReport>
<ReportVersion>1.0</ReportVersion>
<ScriptErrorDetails>
<Message>Uncaught TypeError: Cannot read property 'addOnChange' of null</Message>
<Line>19953</Line>
<URL>/_common/JsProvider.ashx?bundle=FormControlBundle&ids=1223231347-405283869</URL>
<PageURL>/form/page.aspx?lcid=1033&themeId=f499443d-2082-4938-8842-e7ee62de9a23&tstamp=566142&updateTimeStamp=636215421355511937&userts=131328292166561451&ver=-444613272#etc=10017&extraqs=%3fetc%3d10017&pagemode=iframe&pagetype=entityrecord&counter=1488355656157</PageURL>
<Function>anonymousr:Cannotreadproperty'addOnChange'ofnull</Function>
<FunctionRaw>TypeError: Cannot read property 'addOnChange' of null</FunctionRaw>
<CallStack>
<Function>anonymousr:Cannotreadproperty'addOnChange'ofnull</Function>
</CallStack>
</ScriptErrorDetails>
<ClientInformation>
<BrowserUserAgent>Mozilla/5.0 (Windows NT 6.3; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/56.0.2924.87 Safari/537.36</BrowserUserAgent>
<BrowserLanguage>undefined</BrowserLanguage>
<SystemLanguage>undefined</SystemLanguage>
<UserLanguage>undefined</UserLanguage>
<ScreenResolution>1600x900</ScreenResolution>
<ClientName>Web</ClientName>
<ClienState>Online</ClienState>
<ClientTime>2017-03-01T10:07:37</ClientTime>
</ClientInformation>
<ServerInformation>
<OrgLanguage>1033</OrgLanguage>
<OrgCulture>1033</OrgCulture>
<UserLanguage>1033</UserLanguage>
<UserCulture>1033</UserCulture>
<OrgID>{8843AA2D-56E8-E611-80D7-00155D004F8B}</OrgID>
<UserID>{A6EBB65E-56E8-E611-80D7-00155D004F8B}</UserID>
<CRMVersion>8.1.0.359</CRMVersion>
</ServerInformation>
</CrmScriptErrorReport>

Odata Filter - MSCRM 2016 Online

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Hey,

I have doubt in Odata Filter, say I have filter like below,

var filter = "Name eq 'Sample Team'";


I want to add another some teams like ABC Team and XYZ team to this filter,

Guidance Please

Logic App action to update CRM record

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Hi,

I tried to use Logic App to update a CRM online data entity.

However I cannot find a logic app action that update a CRM record.

Thanks,

How to see Related Records in Dialog for Contacts & Accounts ?

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Hello Everyone,

In my case, I have an entity 'Sales Orders' on which there is reference to both Contacts & Accounts. Both of them are liable to have a Sales Orders.

Similarly, Both of them are liable to have 'Bank Accounts'.

The Problem I'm facing right now is, there is a dialog on 'Sales Orders' which allows users to create a 'Receipt'.

The dialog takes a input parameter of 'Bank Account'. I need to see only the Related Bank Account(s) based on the Contact/Account selected on the 'Sales Orders'.

Currently, it shows up all the 'Bank Account' records. Need help ASAP.

Thanks in Advance..

Error #26090, #26234 and #27938 getting logged every minute

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Hi,

We have IFD CRM running successfully for last one year and recently we see bunch of errors getting logged every single minute with event ids as 26090, 26234 and 27938. Please see error details for reference mentioned below:

  • #26090 - An error occurred while opening mailbox xxxx@xxxxxxxx.com. System.Net.WebException: The operation has timed out at System.Web.Services.Protocols.WebClientProtocol.GetWebResponse(WebRequest request)
  • #26234 - The Email Router service could not process a provider work item using assembly: Microsoft.Crm.Tools.EmailProviders.dll and class:                   Microsoft.Crm.Tools.Email.Providers.ExchangePollingMailboxProvider. System.Net.WebException: The         operation has timed out at Microsoft.Crm.Tools.Email.Providers.ExchangePollingMailboxProvider.HandleRetrieveNextMessage

    Error(Exception e)
  • #27938 - An error occurred while checking for email messages to process in mailbox

    xxxx@xxxxxxxx.com. System.Net.WebException: The operation has timed out at System.Web.Services.Protocols.WebClientProtocol.GetWebResponse(WebRequest request)

Any suggestions or guidelines are appreciated.

Emails Syncing to Outlook from Sandbox not Production

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I have downloaded the CRM for Outlook App from my production Dynamics CRM Online 2016 version, and have added the web address from the production version. However, when I test the email synchronisation process they are only syncing from the Sandbox version.

How do I change or delete the path from the Sandbox to Outlook - to Production to Outlook?

Where can I find tutorial for fetchxml?

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Where can I find tutorial for fetchxml? I could not find them by browsing the net. I am confused of the meaning of words like "to", "from" etch in fetchxml. Thanks so much!


Enable Competitor Entity for E-Mail Tracking with CRM Outlook Add-In

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Hi all,

I was wondering how I can influence whether an entity is avaible for search in the "set regarding" option in the Dynamics CRM Outlook Add-In.

Some custom entities I have created are availible others aren't.

Addititonally the OOB competitor entity is not availible for tracking.

How can I resolve that issue?

Best regards,

Daniel

Error while configuring CRM email router manager

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Hello,

I am configuring Email router through CRM email router configuration for the first time. For incoming profile and outgoing profile , i am using Exchange Online server type and for deployment Microsoft Dynamics CRM Online. But on clicking load data i am encountering below error. I have referred many links regarding this and tried but still nothing worked. Can anyone suggest what am i missing?

 

Sharing a Personal View CRM 2012

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Hi guys,

Myself and two others in my team use the service section of CRM all day long. I have created a few personal views that really help me in speeding up filtering through our cases, and I was wondering if there was any way I could share these views with my team or enabling and allowing others to access them, without us all having to individually create them.

Kind regards,

Joe!

New panel button disapeared

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Hi,

I am having problems when trying to add a new panel in Sales section. Basically I cannot add a new tile/panel because the button "New" does not appear. It only appears the "update all button". BTW, I am administrator of the system.

I attach a screenshot so you can see what I am talking about.

Best regards,

Francisco Javier Castillo Cobos

Hide Button in Business Process Flow

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Hi all,

I have created a custom BPF which connects the opportunity with a custom entity.

There is a workflow in the background which creates the corresponding dataset of the custom entity for the opportunity.

Once I proceed in the BPF and I attempt to swap the entity the newly created dataset is nicely shown as selection in the pop up as shown below.

Is there any way I can remoce the "create" button which I marked red in the picture? Or at least disable its functionality.

Thanks in advance for any help.

Best regards,

Daniel Sturm

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