Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all 46379 articles
Browse latest View live

Auto-fill a field when Lookup selected. Using JS

$
0
0

I have an Checking Transaction Entity, there will be a lookup field on that "cse_vendor_name" (Vendor Master Entity) and  "cse_expense_tracker", so every time I will select a cse_vendor_name it will auto-fill the field of cse_expense_tracker.  I already trying this work, but it doesn't

function makeRequest(method, url) {
    return new Promise(function (resolve, reject) {
        var xhr = new XMLHttpRequest();
        xhr.open(method, url);
        xhr.setRequestHeader("OData-MaxVersion", "4.0");
        xhr.setRequestHeader("OData-Version", "4.0");
        xhr.setRequestHeader("Accept", "application/json");
        xhr.setRequestHeader("Content-Type", "application/json; charset=utf-8");
        xhr.onload = function () {
            if (this.status >= 200 && this.status < 300) {

                resolve(xhr.response);
            } else {
                reject({
                    status: this.status,
                    statusText: xhr.statusText
                });
            }
        };
        xhr.onerror = function () {
            reject({
                status: this.status,
                statusText: xhr.statusText
            });
        };
        xhr.send();
    });
}

function setParentAccountbasedonPrimaryContact() {
    var lookup1 = Xrm.Page.getAttribute("cse_vendor_name").getValue()[0].id;
    var clientUrl = Xrm.Page.context.getClientUrl();
    var query = clientUrl + "/api/data/v8.0/cse_vendormaster(" + lookup1.slice(1, -1) + ")?$select=_cse_expense_category_value";
    makeRequest('GET', query)
   .then(function (res) {
       var res2 = JSON.parse(res);
       var guid = res2._cse_expense_category_value;
       var query2 = clientUrl + "/api/data/v8.0/cse_checkingaccounttransaction(" + guid + ")?$select=cse_vendor_name";
       makeRequest('GET', query2)
   .then(function (response) {
       var res3 = JSON.parse(response);
       var value = new Array();
       value[0] = new Object();
       value[0].id = guid;
       value[0].name = res3.name;
       value[0].entityType = "cse_checkingaccounttransactions";
       Xrm.Page.getAttribute("cse_expense_category").setValue(value);
   })
       .catch(function (err) {
           console.error('there was an error!', err.statusText);
       });
   })

   .catch(function (err) {
       console.error(' there was an error!', err.statusText);
   });
}



JavaScript- auto-fill a lookup field when another Lookup is selected.

$
0
0

I have this Checking Transaction Entity, there will be a lookup field on that "cse_vendor_name" (Vendor Master Entity) and  "cse_expense_tracker", so every time I will select a cse_vendor_name it will auto-fill the field of cse_expense_tracker.  I already trying this work code, but it doesn't,

function makeRequest(method, url) {
    return new Promise(function (resolve, reject) {
        var xhr = new XMLHttpRequest();
        xhr.open(method, url);
        xhr.setRequestHeader("OData-MaxVersion", "4.0");
        xhr.setRequestHeader("OData-Version", "4.0");
        xhr.setRequestHeader("Accept", "application/json");
        xhr.setRequestHeader("Content-Type", "application/json; charset=utf-8");
        xhr.onload = function () {
            if (this.status >= 200 && this.status < 300) {

                resolve(xhr.response);
            } else {
                reject({
                    status: this.status,
                    statusText: xhr.statusText
                });
            }
        };
        xhr.onerror = function () {
            reject({
                status: this.status,
                statusText: xhr.statusText
            });
        };
        xhr.send();
    });
}

function setParentAccountbasedonPrimaryContact() {
    var lookup1 = Xrm.Page.getAttribute("cse_vendor_name").getValue()[0].id;
    var clientUrl = Xrm.Page.context.getClientUrl();
    var query = clientUrl + "/api/data/v8.0/cse_vendormaster(" + lookup1.slice(1, -1) + ")?$select=_cse_expense_category_value";
    makeRequest('GET', query)
   .then(function (res) {
       var res2 = JSON.parse(res);
       var guid = res2._cse_expense_category_value;
       var query2 = clientUrl + "/api/data/v8.0/cse_checkingaccounttransaction(" + guid + ")?$select=cse_vendor_name";
       makeRequest('GET', query2)
   .then(function (response) {
       var res3 = JSON.parse(response);
       var value = new Array();
       value[0] = new Object();
       value[0].id = guid;
       value[0].name = res3.name;
       value[0].entityType = "cse_checkingaccounttransactions";
       Xrm.Page.getAttribute("cse_expense_category").setValue(value);
   })
       .catch(function (err) {
           console.error('there was an error!', err.statusText);
       });
   })

   .catch(function (err) {
       console.error(' there was an error!', err.statusText);
   });
}

Add cases to expired Entitlements

$
0
0

Hello All,

We have a requirement where the users need to be able to add cases to an entitlement even after it is expired. When ever the users try to do this it throws an error:

Is there any way around this? 

Thanks in advance.

What should happen to my email when using server-side sync

$
0
0

Hi

Can someone please clarify what should happen to my email when using server-side sync?

I have my own expectations which appear to be wrong.  Documentation is not clear and appears mis-leading.  Microsoft support have given conflicting information. 

We are using CRM Online 2016.  We have not upgraded to Dynamics 365 yet.  We are using Exchange Online from the same O365 tenant.  I use Outlook 2016.  I have a test contact in CRM with a valid GMAIL address.  My user is configured to use Server-Side Sync and has been approved and enabled.  I do not have CRM for Outlook installed.  My personal settings are set to track all messages.

  1. Outgoing - If I send an email from Outlook to my test contact, should the email appear in CRM against my test contact?
  2. Incoming - If I send an email from gmail from my test contact, should the email appear in CRM against my test contact?
  3. Replying Outgoing - If I reply to an email in Outlook, should the email appear in CRM against my test contact?
  4. Replying Incoming - If I reply to an email in gmail, should the email appear in CRM against my test contact?

If the answer to the above is no, what do I need to do so I can use Outlook to send and receive email and automatically sync them to CRM?

Can't create client extension

$
0
0

Hi,

Im trying to create  client extension to configure a new sitemap, but the add option is not showing me

Am I doing something wrong? My privilegies are system administrator.

Regards.

Tracking records in outlook

$
0
0

Hi  There,

Do we need to have the mailbox configured for tracked emails in outlook to be created in CRM?  And also convert to and View in CRM  buttons doesn't seem to be active in Outlook as in the below image. Any thoughts?

Can you also please share any knowledge based articles what need to be set to working before using the outlook crm client.

Thanks

Drew

Adxstudio Entity Form: Display field as HTML

$
0
0

On our portal, we are using an Entity Form to display a form which contains a multi-line field and we would like the content of this field to display as HTML instead of text area.

Is there any way to achieve this with Custom javascript?

Right now the field shows the HTML code and does not render the HTML.

CRM Dynamic 4.0 Mapping from a parent to a Qualified child "Lead" entity

$
0
0

CRM Dynamic 4.0 Mapping from a parent "Account" entity to a Qualified child "Lead" entity 

1. Is it possible to map a parent entity to a Qualified child "Lead" entity when in its current state is locked after the convert process is completed?

I have created a duplicate clone view for "Lead Entity" to match "Account Entity" and the mapping for all fields are completed for Lead to Account.

I have also created mapping from the Account to the Lead entity and when converting the Lead to an Account the information carries over. The issue is I am trying to make the data that is updated in the Account entity carrier back to the Lead entity so if the records in Leads are reactivated the data from the Account entity will update. Basically cloning all data inputted in either entity.

2. Would a workflow be needed to update the Qualified child "Lead" entity in this case?? 


Audit User Access(Outlook client)- Last Login Date

$
0
0

Hi, We're using Microsoft Dynamics CRM 2013 On Premise version. Recently we got a requirement for displaying user Last Login date. We're mostly user CRM Outlook plugin. I noticed that there are two CRM access entries logged  in Audit Summary just by opening Outlook(2010) without navigating to CRM from Outlook. It doesn't make any sense. Any insights? Thanks

One entry is "User accessed via Web" and the other one is "User accessed via Web Services". Please see attached screenshot.

 

CRM online integration to web service

$
0
0

Hi what is the approach I would need to take to make crm online 'back end' to sales through Amazon, Website and EBay? Is there a product out there that would provide an interface or would they each have their own web service? Would be interested in documents or article on this. Thanks

Globally Change Date Format

$
0
0

Is there a way to set the date format to mm/dd/yyyy globally?  

I know that the system settings doesn't change it for the users and that users must go into their personal options to set.  Any suggestions?

Thank you -

CRM2016-Online

Migration to Dynamics CRM 2016 on-premises

$
0
0

Hi team,

We have a web site using an oracle database called for example "MyOrganization". We need to migrate to Dynamics CRM 2016 on-premises. In this case, we will do a manually transformation of this oracle database to an Sql Server database called "MyOrganization_MSCRM" that respects the structure of CRM database (to be imported after in a deployment).

What we think, is to transform each table "tableX" in oracle to a table "tableXBase" in Sql Server that represents the entity called "tableX" and replacing the Foreign keys to other table with a GUID.

I shared with you my concerns and I would ask you whether you could suggest me any idea or any clue to achieve this.

Thanks a lot..

Akrem

  

Calculated rollup error, manually recalculate doesn't work

$
0
0

My opportunity form has a calculated rollup field to get the sum of estimated $ amounts of different items in the opportunity. One user is reporting issues, nothing happens when he clicks the manual recalculate button. I set up a test account with the same security role. I went to an opportunity he reported having issues, I was able to recalculate manually without issue. 

Anyone seen this error before?

Is there a limit to the number of times I can use a rollup field? I have 1 rollup field but 500+ opportunities entered.

Thanks

What is the difference between sending the email as a queue and sending the email as a User?

$
0
0

Hi,

I would like to know what is the difference  between  sending the email as a queue and sending the email as user.

We have around 5 different emails that we will be using to send automated email through workflows. And there are 5 different  queues setup for those email address. So wondering why didn't they create 5 users instead  of 5 queues to send email from.

Any experts advice is highly appreciated.

Thanks,

Adding Label or Javascript notification Dynamics 365 Online HomePage

$
0
0

Hi Guys,

It is possible to add some Label or Javascript Notification above the Sales Activity Dashboard? On the home page:

Thanks!


How to Hide Button in Ribbon Workbench with CRM Dynamics 365

$
0
0

Hello,

I had created button -"Reopen" button in Appointment Entity. Whenever user wants to open closed appointments or closes the appointment by mistake-> this button works best. But, after opening the appointment still i'm able to see reopen button on the form which doesn't make sense?

I had inserted button on Form Page

I had tried using display rules on button by ValueRule --> its not working

with enable rules --> its also not working

Can anyone help me in this ?

Thanks

Change Opportunity Form Based on Field Value

$
0
0

Hello!

Is it possible to set a workflow to pick which form to use when a lead is qualified?

I've made a new Lead to Opportunity sales process where in the lead stage there is a field called "client type".  From there the process branches into three different process flows depending on the client type.  Can the opportunity form be updated via the client type field as well?

For example if I have a buyer and a seller client type, when the user qualifies the lead a different process ribbon is displayed depending on if it's a buyer or seller client.  I'm trying have the opportunity form below the process ribbon be specific to each client type.

Any idea if it's possible, and if so, how do I go about setting that up?

Thank you! 

Get active records in the entity using CRM 2016 web API

$
0
0

When i query active record through CRM web API below error occur

  • ?$filter=statecode eq '0'
  • ?$filter=statecode eq 0

I have tried to query both ways the below error coccur


The query parameter  statecode eq '0' is not supported

Create Product family wise sales reports

$
0
0

Hi,

I want to show the total revenue generated by selling products. I want to create a dashboard chart where it shows sales reports product family wise in CRM Dynamics dashboard.

Any suggestions would be most welcomed on the same. 

Customising the default system behaviour of lead to opportunity business process

$
0
0

By default if a user creates a new lead and wants to move from stage 'qualify' to the next stage, user first has to qualify the lead to do this. 

And once user qualifies a lead he works on the next stages but on a different entity 'opportunity'.  How can I re-configure this. Lets say I want the user to move to a different stage on the same entity without qualifying the lead, i.e without converting the lead to an opportunity.  

Any suggestions on the same would be most welcomed. 

Viewing all 46379 articles
Browse latest View live


<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>