Hi all
We Have CRM (2015 i believe) and are trying to get our project back up and running as users don't like using it. It's Vanilla and so doesn't work to our process'. One of the items i have been tasked with is to find out how Dynamics CRM can be utilised to use Timesheets and expenses. Can this be done without having an add-on?
There are a few articles out there, but to be honest they are bit part and tell you it can be done and that is it.
Thanks for reading.
Martin.
Hi all,
I have written a plugin wherein I am trying to get an XML response.
This is my code :
// Set the Method property of the request to POST. string strXMLServer = "xxx"; var request = (HttpWebRequest)WebRequest.Create(strXMLServer); request.Method = "POST";
// Set the ContentType property of the WebRequest. request.ContentType = "xyz"; // Assuming XML is stored in strXML byte[] byteArray = Encoding.UTF8.GetBytes(strXML);
// Set the ContentLength property of the WebRequest. request.ContentLength = byteArray.Length;
//(LINE 5) Get the request stream
Stream dataStream = request.GetRequestStream();
// Write the data to the request stream.
dataStream.Write(byteArray, 0, byteArray.Length);
// Close the Stream object.
dataStream.Close();
This code works fine when its written in a console application. But when I copy the same code to a class library(plugin) and tries to debug it using plugin profiler, the application gets stopped abruptly when it reaches (LINE 5)
i.e. At Stream dataStream = request.GetRequestStream();
NOTE: I am using Dynamics 365 online trial version
Any help would be appreciated :)
Thanks in advance
I need MS Silverlight for one of my Dynamics 365 Sales Apps to work. However, I have downloaded MS Silverlight, and zipped the file and tried importing it as a solution into my Dynamics instance and comes up with an error message.
Can MS Silverlight be integrated into a Dynamics CRM Online 2016 instance?
Hi all
We Have CRM (2015 i believe) and are trying to get our project back up and running as users don't like using it. It's Vanilla and so doesn't work to our process'. One of the items i have been tasked with is to find out how Dynamics CRM can be utilised to use Timesheets and expenses. Can this be done without having an add-on?
There are a few articles out there, but to be honest they are bit part and tell you it can be done and that is it.
Thanks for reading.
Martin.
I have a lookup field on a form. I want to open the lookup record in a new window once i click the lookup field value instead of opening the record in the same window. Is there a way to achieve this? either out of box or custom code?
Can anyone help?
Hi All,
I aam working on a scenario in which
when i click on save a Xrm.Utlility.Confirm dialog box comes with two options as 'Ok' and 'cancel'
when i click on 'Ok' the form must continue save and when i click on 'cancel' the form must not not save and remains as it is.
Please help as i have used prevent default and crmform.save(); function but the complete functionality is not working as desired
I want to customize a lookup view to show 3 desired columns. But i do not want to change the default lookup of the entity. Instead I'm using addCustomView to show my required columns but it shows the default lookup view by default. Lookup grid is working fine as per the gridLayout i have provided, but that is not showing on inline lookup(10 records)
Is there a way to show custom view instead of showing default System Lookup View?
Hello,
I want to change the default lookup view of the CC: field to look up contact by default rather than account.
Any suggestions would be welcomed
Thanks,
Tervinder
I'm cleaning up our CRM system that was built by an integrator of Dynamics. In the past a custom field called "Est. Revenue NEW" was used all over the place (reports, forms, etc.) which is a roll-up field summing data from another entity.
To make things cleaner I'm using the out of box Est. Revenue field to track this information for each opportunity.
Question - How can I force the rollup field to look to another field in the same entity and simply report back that number? Alternatively, if I delete the roll up field and create another one (calculated field pointing to the Est. Revenue field) with the same name in it's place will the views/reports look to this new field or will it be deleted when I delete the field initially?
Thanks all in advance!
Hello,
I want to create custom Opportunity entity based on system Opportunity entity(Copy each field) with 1:1 relation between them. Is there any way to do so? Or manually do I need to copy one by one?
thanks,
Ashish
l have been trying to extend Dynamics 365 using visual studio community 2015 and Dynamics 365 Developer ToolKit. l was installing the developer toolkit using the Extensions and Updates menu in visual studio. l did the same on another laptop and it works perfectly fine but l can't get it working on my machine. When l install it it l can develop but the problem is l can't get the plugins or workflow assemblies deployed to my CRM. My suggestion is how l can have the Use MsBuild For Deploying to CRM checkbox unchecked(see picture)-because l when l researched about the issue there was something about CRM Dynamics not designed to use MsBuild for deploying(not sure about this) and also on my other laptop that check box is not checked and it works perfect. Refer to the picture below.
We have a timesheet entity and the users want to enter several activities against a single dated entry. I've create two entities.
1. Timesheet Record that has fields - Employee Name, Date, etc.
2. Task Record that has fields - Project Name, Task Undertaken, Duration (hrs) etc.
I want a form that user can enter data into Timesheet Record fields and then enter 1 or more Task records carried out on that date on the same from.
Is this possible and if so what is best way to manage this.
Hello,
We have a form with 2 categories “technical and controls”. When the user creates the control record, we have a workflow to create the Technical record. On the update of the control record the technical record should be updated based on the Control record. I created a plugin on the pre operation update, the code retrieves the correct values but doesn’t save the changes. Please check the below code
namespace PTD.Plugins
{
using System;
using System.ServiceModel;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System.Linq;
public class PreProjectTechnicalDataUpdate01: Plugin
{
public PreProjectTechnicalDataUpdate01()
: base(typeof(PreProjectTechnicalDataUpdate01))
{
base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(20, "Update", "new_projecttechnicaldata", new Action<LocalPluginContext>(ExecutePreProjectTechnicalDataUpdate01)));
}
protected void ExecutePreProjectTechnicalDataUpdate01(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
Entity entity = null;
Entity preentity = null;
if (localContext.PluginExecutionContext.InputParameters.Contains("Target") && localContext.PluginExecutionContext.InputParameters["Target"] is Entity)
{
entity = (Entity)localContext.PluginExecutionContext.InputParameters["Target"];
}
else
{
return;
}
if (localContext.PluginExecutionContext.PreEntityImages.Contains("test"))
{
preentity = (Entity)localContext.PluginExecutionContext.PreEntityImages["test"];
}
else
{
return;
}
new_projecttechnicaldata company = entity.ToEntity<new_projecttechnicaldata>();
new_projecttechnicaldata project = preentity.ToEntity<new_projecttechnicaldata>();
using (GeneratedEntities orgContext = new GeneratedEntities(localContext.OrganizationService))
{
if (company.new_Type == "Technical")
{
}
else if (project.new_Type == "Technical")
{
}
else
{
var CT = (from b in orgContext.new_projecttechnicaldataSet
where (b.GetAttributeValue<Guid>("new_company") == project.new_Company.Id)
&& (b.GetAttributeValue<Guid>("new_project") == project.new_Project.Id)
&& (b.GetAttributeValue<DateTime>("new_date") == project.new_Date)
&& b.GetAttributeValue<string>("new_type") == "Technical"
select b).FirstOrDefault();
Int32 CertifiedClaims = 0;
if (company.Contains("new_certifiedclaims"))
{
CertifiedClaims = (Int32)company.new_CertifiedClaims;
}
else if (project.Contains("new_certifiedclaims"))
{
CertifiedClaims = (Int32)project.new_CertifiedClaims;
}
CT["new_certifiedclaims"] = CertifiedClaims;
decimal GrossProfitt = 0;
if (company.Contains("new_grossprofitt"))
{
GrossProfitt = (decimal)company.new_GrossProfitt;
}
else if (project.Contains("new_grossprofitt"))
{
GrossProfitt = (decimal)project.new_GrossProfitt;
}
CT["new_grossprofitt"] = GrossProfitt;
}
}
}
}
}
Hey, I want to set the field Region (lookup on new entity) – filtered by Country. if emptied, then empty city
- Entity Region (has a name field + a lookup on country)
City (lookup on new entity) – filtered by region
Country code à fetched from country automatically
- Entity: Country (has a name field + area code integer & mandatory field that only allows 5 characters (ex 00961)
- Entity Region (has a name field + a lookup on country)
- Entity City (has a name field and a lookup on country and region)
i'm using the following script but its wrong any help?
function FilterLookup()
{
Xrm.Page.getControl("new_region").addPreSearch(function () {
var region= Xrm.Page.getAttribute("new_region").getValue();
// Get the lookup Object, and extract the value of region
if(region != null)
{
var region = region[0].name;
var city = region[0].text;
// Filter the cities by region
fetchXml = "";
// Apply the filter to the field
Xrm.Page.getControl("new_city").addCustomFilter(fetchXml);
}
});
}
Hi,
If I add a new field to an entity in CRM, and then regenerate the early bound proxy class file, I presume I have to rebuild any solutions that reference this file, eg. a solution with all my plugins, or workflow activities, and re-register them with the plugin registration tool? Even if the plugins themselves haven't been updated?
Thanks.
Hi all,
Can any one help me to sort out the problem,
How to Filter subgrid based on the lookup value in CRM 2016 on-prem?
Regards,
Habeeb
I am trying to
1.Create a campaign activity(Relating to existing campaign)
2.Add marketing list to campaign activity(Marketing list is already being part of existing campaign)
3.Distribute marketing activity
I am able to create a campaign activity but when I try to add a marketing list to a campaign activity. there is no error. but Marketing list is not added to campaign activity. I have used below code. Pls suggest.
string MLlist= "list";
AddItemCampaignActivityRequest addStaticListToCampaignActivityRequest = new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _marketingListId,
EntityName = MLlist,
};
service.Execute(addStaticListToCampaignActivityRequest);
Hi all,
I have installed D365 update on my on-premise environment, my environment got upgraded successfully, but now I am unable to assign Sys. Admin security role to any user.
Also, I am unable to perform Publish All Customization operation. It is throwing Insufficient permission error even though I am logged in with System Admin role.
Hi all,
As per my requirement i skipped the price list in quote and order.
i am getting the notification on the form as shown in below fig.
I have added $("crmNotifications").hide(); script
on my development environment onload of the quote form notification is not showing.But the same error showing on the UAT environment.
What would be the cause can any one suggest me please.
Hi, we have CRM 2015 & I need a report or advanced find based on:-
Active Contacts - Done
Active Accounts of the Active Contacts - Done
From the above those that were invoiced in 2012 or 2013 or 2014, BUT not those accounts that were invoiced in 2015, 2016 or 2017
I tried the above with the invoiced date looking for on or before 31/12/14 which showed me what I thought I needed, but then realised that some of those accounts also have invoices from 2015, 16 or 17 so the report needs to exclude these, there does not appear to be any exclusion in the date options?
We are basically looking to email any Active contact of any Active Account that has not been invoiced since 31/12/14
Thanks