Where can I find the "entity name" in fetchxml from CRM 2011?
Or I need to create one by myself in the fetchxml?
Thanks a lot!!!!!!!
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Where can I find the "entity name" in fetchxml from CRM 2011?
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Creating a new record based on Survey response data with Survey response associated entity data
Hello All,
My requirement was, I have few questions on Voice of Customer Page and those responses will be in Rating type. If the Rating for first 2 questions is Less than or equal to 2 then I need to create a new case with the existing associated entity for Response Survey(Case entity in my scenario). can you please suggest how to do it in detailed. Thanks in Advance.
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Bad request
I want to get invoice auto populate customer based on the invoice number entered in contact form and the other entity is Invoice entity.But i am getting Bad request after running it.Following is my code:
function InvoiceNumberOnChange(){
var invoiceNumber = Xrm.Page.getAttribute("new_invoicenumber").getValue();
if (invoiceNumber){
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/invoices?$select=CustomerId&$filter=invoicenumber eq '" +invoiceNumber+ "'", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var fieldId = results.value[i]["CustomerId"];
var value = results.value[i]["CustomerId@OData.Community.Display.V1.FullName"];
var fieldType = results.value[i]["CustomerId@Microsoft.Dynamics.CRM.Invoices"];
SetLookUp("new_invoicenumber",fieldType, fieldId, value)
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
}
// *** FUNCTION: SetLookUp
// *** PARAMS:
// *** fieldName = The name of the lookup field
// *** fieldType = The type of field (contact, account etc)
// *** fieldId = The ID of the value to set (GUID)
// *** value = the value(name) to set
function SetLookUp(fieldName, fieldType, fieldId, value) {
try {
var object = new Array();
object[0] = new Object();
object[0].id = fieldId;
object[0].name = value;
object[0].entityType = fieldType;
Xrm.Page.getAttribute(fieldName).setValue(object);
}
catch (e) {
alert("Error in SetLookUp: fieldName = " + fieldName + " fieldType = " + fieldType + " fieldId = " + fieldId + " value = " + value + " error = " + e);
}
}
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Cloning Contact Form
HI Guys,
I need to clone a contact form, so I had created a solution & would like to clone an existing form, however I am unsure the way to proceed. Is there possibility to clone an existing Contact Form?
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Form Name based on the fields of the form when saved
Hey, I want to set the name of the form as the following script date- contact name - and source but its not working ..
function setformname()
{
var currentDateTime=Xrm.Page.getAttribute("new_date").getValue();
alert(set current date);
var country = new Array();
var country = Xrm.Page.data.entity.attributes.get("new_contact").getValue()[0].name;
alert(lookup contact);
var source=Xrm.Page.getAttribute("new_source").getSelectedOption().text;
alert(set source);
Xrm.Page.getAttribute("name").setValue(currentDateTime + "-" +country+ "-" + source);
}
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Create a chart of sold Items for last month using Top filtering
Hi everyone!
I want to create a simple chart to display most popular sold items of last months.
So Legend Entry is my Item with Count All
Horizontal is Item (displays the name)
Horizontal Created On - Month
However there is no way to add a top rule to display only the top (most popular items) , or to sort the items by number of count all.
Any ideas how to do this?
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CRM 2011 PrincipalObjectAccess Table's cleaning
Hello everyone,
Except SQL scripts that can be easliy found over the web, is there another way to reduce the POA table's size?
In C# for example. I wrote a console app that revoke access for users but the corresponding rows still remains in the POA table.
Does someone have an idea? Only SQL script do the job?
Thanks.
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Campaign Distribution using Plugin
I have a campaign with related marketing list and campaign activities. I have to distribute campaign activity based on plugin registration step.
How to use campaign distribution message properties in plugin ?
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Connection CRM On-Premise IFD to Office 365
HI Everyone,
I have just finished linking up my IFD Dynamics 365 On-premise to Office 365 using the server side sync.
I have tested this and everything seems to be working correctly.
After this I have installed the new "App for Outlook" but for my user.
The installation went fine and I can see the "Dynamcis 365" button on every mail that I open.
When I click it redirects me to my IFD CRM but I alwas shows me a windows authentication pop-up and not the login page of my ADFS.
Has anyone set this up already?
Thanks,
Ive
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Adxstudio 7.0.0XXX for Dynamics 365?
Hi All,
We are trying to move our solution from Dynamics CRM 2016 online to Dynamics 365. Upon importing our solution, we get an error that the below adxstudio solutions should be imported first.
AdxstudioCommerce 7.0.0009
AdxstudioEventManagement 7.0.0012
AdxstudioForums 7.0.0013
AdxstudioHelpDesk 7.0.0011
AdxstudioIdentity 7.0.0003
AdxstudioPortals 7.0.0085
AdxstudioPortalsDependencies 1.0.0031
AdxstudioWebForms 7.0.0111
Where can I get these managed solutions?
I'm currently trying to install all the "portal" solution on the Dynamics 365 Admin Portal hoping that after the installation i will be able to import our solution. Any advice is appreciated. Thanks!
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Dynamics 365(online): Business process flow icons missing in Windows 7
Hi,
When I accessed Dynamics 365(online) in windows 7 with IE 11 and Firefox(51.0.1), the Business process flow icons are missing(for every entity):
When I accessed the same Record in Windows 7 with same browser Firefox(51.0.1), it looks fine:
Does anyone have the same issue or can help me out? Thanks a lot!
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Dynamics 365 Home Not Working Correctly
Hi guys,
Our dynamics home page doesn't seem to be working correctly. Usually when I click on to Dynamics 365 after logging into Office 365 I am taken to a home page, which displays my apps. From here I used to be able to see both my instances of CRM (production and sandbox) as well as an option to 'Find more apps that work with Dynamics 365'.
However, now when I log into dynamics 365 it will begin loading the home page but rather than staying on the home page it will immediately redirect me to my production version of CRM. I get a glimpse of my apps before I'm redirected and it seems that sandbox has diapered, which is not the case as I can still access sandbox by typing in the URL.
Can anyone offer any advice?
Thanks,
Ciaran
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Dynamics 365 Can't Edit or Create workflow
Hi,
I updated Dynamics CRM 2011 to Dynamics 365 but I'm getting an error whenever I try to edit a workflow or create a new one. Note that, this only happens when it's in Draft. When it's Activated I can open the workflow and see all the steps.
However, as soon as it's deactivated, I get the following error:
[CrmException: Exception retrieving custom activity info - Object reference not set to an instance of an object.] at Microsoft.Crm.Workflow.ObjectModel.CustomActivityInfoMetadataBase.GetCustomActivityInfo(ActivityInfo activityInfo, Int32 isolationMode) at Microsoft.Crm.Workflow.ObjectModel.CustomActivityInfoMetadataBase.GetCustomActivityInfo(Guid pluginTypeId) at Microsoft.Crm.Web.Sfa.WorkflowDetailPage.ConfigureCustomActivityStepMenu(CommandBarPopup addStepButton) at Microsoft.Crm.Web.Sfa.WorkflowDetailPage.BuildStepMenu() at Microsoft.Crm.Web.Sfa.WorkflowDetailPage.ConfigureWorkflowStepMenu() at Microsoft.Crm.Web.Sfa.WorkflowDetailPage.ConfigureMenus() at Microsoft.Crm.Application.Controls.PageManager.OnPreRender(EventArgs e) at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) [HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.] at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)
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Create Generic Accounts to allow for multiple notifications to groups on Activity assignments
a generic account nee to be created or the ability to send notification to multiple people within a group when a case is assigned to their group.
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empty field that empty another fields-JavaScript
Hey I'm using the following script but its not working, I want to empty the region and city fields if the user didn't choose a country
function emptycountry()
{
var country=Xrm.Page.getAttribute("new_country");
var region=Xrm.Page.getAttribute("new_region");
var city=Xrm.Page.getAttribute("new_city");
if (Xrm.Page.getAttribute("new_country").getValue() = null)
{
Xrm.Page.getAttribute("new_region").setValue(null);
Xrm.Page.getAttribute("new_city").setValue(null);
}
alert(country);
else (Xrm.Page.getAttribute("new_country").getValue() != null)
{
Xrm.Page.getAttribute("new_region").setValue();
Xrm.Page.getAttribute("new_city").setValue();
}
}
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capture resolution date when case is resolved
Hi all,
Is there a way I can create a workflow that executes when the case is resolved and perform the below tasks:
a. Stores the current date in a field for date of resolution.
b. Sends a confirmation mail to customer.
I am not able achieve the above tasks was all blogs says CASE RESOLUTION is not supported.
Do I really have to use plugging. Since I don't have VS as I am a MAC user, what could be the best approach.
Regards
Deepak Kumar
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Display different form for a entity (say account) in different areas (Sales and Marketing) of Dynamics CRM Online
Hi ,
Can someone tell me as how can I display different 'Account' form in different areas (Sales and Marketing) of Dynamics CRM Online
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CRM 2016 Onpremise : Problem when I want to apply a filter to a field when displaying a view while this field is already filtered in the view definition
Hi,
When I display a view and I activate the filter button, I can apply filters on different columns. However if I try to apply a filter on a field, which is already filtered in the view definition with a 'not equal' condition, it does not allow to change the filter and I can't click the OK button
Has anyone ever encountered this problem?
Thanks for any suggestion
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Report duplicates in Campaign Response & between Marketing Lists associated with a Campaign
Hello,
When a Campaign has Members coming from multiple Marketing Lists, chances are there is duplicate data.
If Campaign Responses are then generated, there too duplicates could be found. So...
- How to show duplicates for multiple Marketing Lists used in one and the same campaign?
- How to show duplicates in Campaign Responses?
I'm looking for a more user-friendly solution than just sifting through the whole customer column manually.
Best regards,
Jay
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Hide activities tap in Dynmaics 365 mobile app
Hello,
Dynamics 365 mobile app-
I would like to use the notes section only in the mobile app. How can I remove the activities tab ?
The social pane in CRM has tab for Activities and tab for notes. In the web we can hide the activities section using javascript, how do I achieve similar to javascript on the mobile app?
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