I tried enabling it but whenever I enter the SharePoint site URL which is in the same office 365 tenant and hit next, I get this error:
An error has occurred.
I don't know if I am going wrong anywhere. Any suggestions on this would be highly appreciated.
Hi Community,
I was wondering if it is possible to sum two option set fields in CRM without having to use javascript?
For example i have option set A with a value of 1, option set B with a value of 3, id like to add the two values and then store the total in a separate field.
Many Thanks in advance.
Hi,
Error : Refused to set unsafe header "Content-Length"
I get this javascript error in every form, view etc. What is it? How can i solve this issue? It appears with JsProvider.ashx. Sometimes it block to work form.
Hi All,
I need to create an approval workflow so that whenever a user clicks on the Do Not decrease entitlements button, an email is sent to a user (approver) so that he approves, declines it.
Can you please assist in what is needed to be done ?
Thanks
Hi,
I'm looking to have both a Customer Portal and Partner Portal using the same Dynamics 365 CRM instance.
Is this possible, as the portal application overview states.
"Portal is an Add-On subscription for CRM Online that allows you to extend the engagement with Customer and Employee audiences into an Azure-hosted web portal. This Add-On requires a pre-existing CRM Online subscription and may only be associated with one instance per Portal. Each portal includes 1,000,000 page views per month."
Thanks
Martin
Hi,
I understand that it is not possible to edit/customize Social pane, but is it possible to map a field to a Social pane?
I have a field "Last activity date" that should be mapped with the Social pane to display Date/Time of the last activity registered. So far I haven't found a solution how to do that.
.
Thanks!
Is there a way to customize the navigation bar or rollback to the previous one? It seems that it doesn't fully display the name of the tiles.
We have a single page application running in a browser and want to include forms, wich can submit data to microsoft dynamics.
I've seen that the web api supports JavaScript: https://msdn.microsoft.com/en-us/library/mt770370.aspx
But I have no idea how I can submit form data by the web api.
Hi All,
I am beginning the testing process of automatically converting emails to cases upon entering the queue.
In the instructions on technet, it indicates that the email will be removed from the queue automatically, upon conversion to case.
This is not happening in my testing. Anyone know how to fix that?
Also, if the email was being removed as expected, then how does the user (or team) know that a case has arrived to work on?
Hi
Currently I am working on MS CRM Dynamics 2016 Online Update1 ( Sandbox )
Also this application is already integrated with SharePoint online (Version : 16.0.0.6216)
We have integrated CRM with share point via Microsoft Dynamics CRM List Component earlier.
While creating case, the documents are displayed when navigating through
Header -> Case Management -> Cases -> CaseName -> (Down Arrow ) -> Common -> Documents.
Currently this is not working. I have read from link
( https://technet.microsoft.com/library/dn265924(crm.8).aspx#Anchor_2)
that MS has deprecated Microsoft Dynamics CRM List Component on Update1.
1) Do this has anything to do with displaying documents for a particular case ( incident ) ?
2) I have tried to integrate the CRM via 'Enable server based - SP integration', but it fails after the step
'Prepare Sites' , with an Unknown Error . The user has Admin rights in CRM as well as in SP .
Do the user require Global Admin Rights to perform this ?
Thanks
Sathyan
Hi Everyone,
I have a problem running the SSRS Fetch XML reports on CRM 2016 On-prem. The report works when I run it from Visual Studio, but when deployed to CRM org, It fails with the following error (see attached image):
The report cannot be displayed. (rsProcessingAborted)
I am using the Fetch XML data source type.
Does anyone encountered this problem before ?
Thank you.
Hello,
I am developing a plugin enabling to create a folder in SharePoint on premise, the plugin is registered is isolation mode :"none" .
private bool CreateFolder(string strFolderUrl)
{
try
{
WebRequest request = WebRequest.Create(strFolderUrl);
request.UseDefaultCredentials = true;
request.Method = "MKCOL";
WebResponse response = request.GetResponse();
response.Close();
}
catch (Exception ex)
{
// throw ex;
}
return true;
}
The line request.UseDefaultCredentials = true; occurs the following error:
Request for the permission of type 'System.Security.Permissions.EnvironmentPermission, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089' failed.
I see in some posts that I have to add <trust level="Full" />, I did it but it still not working.
Someone has an idea please ?
The new version of the toolkit allows you to deploy individual web resources which is fantastic.
If I write click on the CRM Package project, select Deploy and chose an individual web resource, then it seems as if all that happens is that the web resource gets deployed.
If you right-click on an individual javascript file within the project and select deploy this kicks off a project build, and seems to try and deploy database projects which are present in the solution, before deploying the javascript web resource.
I would like to find a way to take a write-in product entered into a quote and make it become an existing product from that point forward. Similar to how entering in a lead creates a new contact.
My company makes many custom products in addition to standard products. Because of this we utilize the write-in product feature. Occasionally the custom product will be ordered again and would like to simply just select the custom item from the existing products, just like I would any other standard product.
Is this able to be done? If so, is it able to be done without code?
Hi All,
I'm using web services to create records through person entity but there is an embedded opportunity entity section for program level and entry term.
How can I access them in my code becuase I tried this and it gave me eror , field doesnt exist in person form.
account.Attributes["elcn_anticipatedentrytermid"] = new EntityReference("elcn_datatel_academicterm_opportunity_anticipatedentrytermid", new Guid("232ad52b-a648-e311-97b2-005056ae44f4"));
Any help will be so appreciated
Hi All,
we have a small section of opportunity entity inside person entity in a form called"new prospect students".
How can I point my webservices code to that section like
account.Attributes["opportunity->prorgam-name????"] = new EntityReference("?????", new Guid("232ad52b-a648-e311-97b2-005056ae44f4"));
Thanks alot
I've recently set up a trial for the new portal feature in dynamics 365. I've read a lot of documentation and have things up and running. I can configure portal features in dynamics, and I can view the sample custom portal. My issue is that when I sign in through the portal I cannot edit the UI of the portal, so I cannot surface any crm data nor can I create the appropriate naviagtion. It's my understanding that when I sign in using the "Azure AD" button, I should be signed in as an admin. Clicking this button does sign me in, but I cannot edit things. My profile pages tells me to confirm my email, but upon clicking the "Confirm Email" button, I get the following error:
"We're sorry, but something went wrong. Error ID # [223485af-e610-4f6c-8cf5-2625b5cb772d]"
Any ideas on how to get this last piece working? Am I likely missing a step in my setup? Or failing to give myself the proper security role/priviliges? Thanks for any help.
I'm puzzled that there is no simple data migration tool included for this and that 3rd party is suggested. I must be missing something when it comes to exports/imports... I just want to move the data as-is, etc... It's the same system, 1 user... why so hard?
If I do an advanced find, for Accounts/Contacts and Activities... If I add all the columns for that entity and run an export to excel...
There are hidden fields that contain GUIDs in the first few columns that say 'don't modify'. These GUIDs are generated from the onpremise DB and if I am importing them into CRM Online, these GUIDS are useless and not needed... right? Trying to use these on import seems to make things choke.
My exported data for accounts, there are NO account numbers (blank). The accounts have 'Primary Contacts'...
Import process seems to choke on the fact that I can't import an account that has a Primary Contact because there are no contacts defined (yet).
My exported data for contacts, there are NO contact numbers. The contact has a Company Name (but no account number), trying to import them seems to mostly fail because it is trying to map contacts to accounts without luck. It seems like
My exported data for activities, there are NO contact numbers (or names) or Account numbers (or names). I haven't actually tried importing these yet due to the problems with Accounts/Activities needing to be solved first.
I read somewhere that creating a ZIP file with the contacts and activites inside, will allow it to process them both at the same time (allowing it to link the two), but this seems to fail as well.
I disabled duplicate checking, since I thought maybe it was fixing duplicates while importing and it wasn't able to link the two because the perfect isn't there any longer...
My patience is running low on what should be a simple task...
But basically, it seems there is no account,contact or activity ids that allow the linkage to happen. What am I missing? Is there a way to generate account/contact numbers and add those to the exports and use those as the matching key?
Two weeks ago CRM was no longer able to save the activity information in the account. All information such as phone calls and emails are automatically saved to the primary contact. In some cases randomly saved in the account. Has anyone seen this? Which is not a problem of permission or user function. This is true even with the administrator. Anyone already got this problem?
Hi Guys,
I'm using webservices to create records in opportunity entity,
There are alot of lookup fields
How can I sue them in the code
and wht does this mean?
account.Attributes["????"] = new EntityReference("????", new Guid("b90240ad-2d0a-e511-80df-0a2032eda900"));
Thx alot