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Identity customization in CRM 2013

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Hi,

I have unique reference number customization in CRM 2011.  Unique reference number will be created for each opportunity when save opportunity.  I did the following to achieve this functionality.  

1. Add new field called New_referenceNo  in opportunity form as shown in second picture.

2. Change filed property of New_referenceNo of table OpportunityExtensionBase in sql server as shown in below screen.

Allow Nulls No, Change Identity Specification to Yes ,Increment 1, Identity Seed 1.

3 When save first time SQL will give the next sequence number to the opportunity in table and will update in reference Number.

Since in CRM 2013 OpportunityExtensionBase and OpportunityBase merged into OpportunityBase table Kindly help me to do the same in CRM 2013.

I did the following to get this but it is giving error.  Please find the details.

Run the script to change Allow Null option to No

 ALTERTABLEOpportunityBaseALTERCOLUMNNew_referenceNointNOTNULL

Change filed property of New_referenceNo of table OpportunityBase by design  - right click on table

Change Identity Specification to Yes ,Increment 1, Identity Seed 1.

But I am getting the below error when save opportunity.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Generic SQL error.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
  <ErrorCode>-2147204784</ErrorCode>
  <ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
  <Message>Generic SQL error.</Message>
  <Timestamp>2017-03-06T05:07:52.1418066Z</Timestamp>
  <InnerFault i:nil="true" />
  <TraceText i:nil="true" />
</OrganizationServiceFault>


Need help with custom business process flow

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Hi,

I have a custom business process flow for Lead which has different stages Sales call,Technical call and proposal.

1) Technical call stage contain a field named closed date.Even if we provide valid date it will show error message and from Technical call stage it is not possible to move to the next stage.

2) Once the Lead is qualified in to Opportunity and moves from Sales call to Technical call stage,It is not possible to edit the fields in that stage.But It is possible to edit the fields when we move next stage( Proposal)

Can anyone suggest how to resolve these issues?

Thanks in advance. 

Passing vales from former to formally (setting defaults)

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Hi,

I'm currently looking for a way to pass data from various fields to populate on the subform from another entity.

In this case, whenever a new appointment is created from the account form, I would like to populate the location field with the account adress field and the appointment subject with "visit "+accountname in the appointment form.

Couldn't get it to work with a workflow. It stays empty ...

CRM Project Service | Show all projects

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Does anyone know if it is possible to prevent users to write time on projects / tasks on which they are not allocated?

With the options "Show all projects" and "Show all tasks", it is possible to write time on all projects. Is there a way to disable these options?

Thanks!

Alteration of declarebutton in the ribbon

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Hello Gentlemen,

In the ribbon, the declare button, in that pop-up window i want to add an "selection option"  to sent an email to the declared user as a reminder with ticket details.

The thing is i can't find where i can adjust that button.

Is it done with the ribbon benchworker and if yes what is the best way to do that?

Cheers,

Ruud

I got this error “Support user does not have permission on this operation” when I want to give GrantAccess to a record in CRM SDK 2015

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I got this exception: "Support user does not have permission on this operation" when I try to give access to a record for a user. this is my code:

public void GrantAccess(Guid targetId, Guid principleId)
        {

            using (var serviceProxy = new OrganizationService(ConStr))
            {
                IOrganizationService service = (IOrganizationService)serviceProxy;
                var request = new GrantAccessRequest()
                {
                    Target = new EntityReference(Account.EntityLogicalName, targetId),
                    PrincipalAccess = new PrincipalAccess()
                    {
                        AccessMask = AccessRights.ReadAccess,
                        Principal = new EntityReference(principleId.ToString())
                    }
                };
                service.Execute(request);
            }


and my Constr is like:

private static readonly string ConStr = "Url=http://crm.[ourdomain].com:90/Test; Domain=[ourdomain]; Username=[user]; Password=[password];";

I cand read the data, for example I get this method: RetrieveSharedPrincipalsAndAccessResponse even more I "RevokeAccess" by RevokeAccessRequest, but I couldn't Grant access or modify it.

User Not Able to See Notes

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Not able to visualize the notes when accessing  within CRM.

User Not Receiving Email Notification

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Not receiving an email when the ownership of the ticket within CRM has been changed to our user.

the user is stating that email notification was not received when assigned.


Emails are not being sent from CRM

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It looks like the app server and exchange server have lost connection and no emails are being sent.

we must have had to bounce something that lost the connection between the CRM app and the Exchange server because we are seeing pending emails from this point forward on the CRM system.

how to bounce the CRM App to get this connection going again?

Duplicate values while running plugin

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Hi, we have a plugin which gets last inserted record from database and then increments it while creating user. The problem is recently we found that two users are registered with the same Id in database. How can we lock the database so that while a user is created, no other user is able to create a new entry.

Thanks

Fetching a field in JavaScript

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Hey can anyone help me find my error ?

// ----- Start OF Script : Fetching country code on change of country ------ //

function FetchCountryCode()
{
//getting country from citizen
var Country = Xrm.Page.getAttribute("new_country").getValue();

if (Country != null && Country != "")
{
var AreaCode;

var serverUrl = Xrm.Page.context.getClientUrl();

if (serverUrl.match(/\/$/))
{
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
}
//query to fetch
// To be updated as required
var fetchXml = "<fetch mapping='logical' version='1.0'>"
+ "<entity name='new_country'>"
+ "<attribute name='new_countryid'/>"
+ "<attribute name='new_areacode'/>"
+ "<filter type='and'>"
+ "<condition attribute='new_name' operator='eq' value='" + new_country[0].id + "'/>"
+ "</filter>"
+ "</entity>"
+ "</fetch>";


var xml = "<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
"<soapenv:Envelope xmlns:soapenv=\"schemas.xmlsoap.org/.../envelope\">" +
"<soapenv:Body>" +
"<RetrieveMultiple xmlns=\"schemas.microsoft.com/.../Services\" xmlns:i=\"www.w3.org/.../XMLSchema-instance\">" +
"<query i:type=\"a:FetchExpression\" xmlns:a=\"schemas.microsoft.com/.../Contracts\">" +
"<a:Query>" + fetchXml.replace(/\&/g, '&' + 'amp;').replace(/</g, '&' + 'lt;').replace(/>/g, '&' + 'gt;').replace(/\'/g, '&' + 'apos;').replace(/\"/g, '&' + 'quot;') + "</a:Query>" +
"</query>" +
"</RetrieveMultiple>" +
"</soapenv:Body>" +
"</soapenv:Envelope>";

var xmlHttpRequest;
var doc;
var result;

if (window.XMLHttpRequest)
{
// code for IE7, IE8, IE9 , IE10 , Firefox, Chrome, Opera, Safari
xmlHttpRequest = new XMLHttpRequest();
xmlHttpRequest.open("POST", serverUrl + "/XRMServices/2011/Organization.svc/web", false);
xmlHttpRequest.setRequestHeader("SOAPAction", "schemas.microsoft.com/.../RetrieveMultiple");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);
result = xmlHttpRequest.responseXML.xml;
}
else
{
// code for IE6, IE5
xmlHttpRequest = new ActiveXObject("Microsoft.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);
result = xmlHttpRequest.responseXML.xml;
}

if (window.DOMParser)
{
parser = new DOMParser();
doc = parser.parseFromString(xmlHttpRequest.responseText, "text/xml");
}
// Internet Explorer
else
{
doc = new ActiveXObject("MSXML2.DOMDocument");
doc.async = false;
doc.loadXML(result);
}

if (navigator.userAgent.toLowerCase().indexOf("chrome") > - 1)
{

var vals = doc.getElementsByTagName("KeyValuePairOfstringanyType");

for (var j = 0; j < vals.length; j ++ )
{

if(vals[j].getElementsByTagName("key")[0].firstChild.nodeValue == "new_areacode")
{
AreaCode = vals[j].getElementsByTagName("value")[0].textContent;
}

if( ! CheckFetchedValueExistance('new_areacode', vals, 'key'))
{
alert("Country Not Found.");
}
}
}
else
{
var vals = doc.getElementsByTagName("a:KeyValuePairOfstringanyType");

for (var j = 0; j < vals.length; j ++ )
{
if(vals[j].getElementsByTagName("b:key")[0].firstChild.nodeValue == "new_areacode")
{
AreaCode = vals[j].getElementsByTagName("b:value")[0].textContent;
}

if( ! CheckFetchedValueExistance('new_areacode', vals, 'b:key'))
{
alert("Country Not Found.");
}
}
}

//set fetched country code in country code on citizen
Xrm.Page.setAttribute("new_countrycode").setValue();
}

// ----- End OF Script : Fetch Country code on change of Country------ //

// ---------------------------------------------------------------------------------------------------------------------------- //

ASP CORE Dynamica CRM

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hi everyone,

please help.

does anyone here tried to connect asp core(not asp mvc 5) mvc to dynamics crm online?

I cant connect connect my asp core in dynamics crm.

thank you in advance

Ho to disable timer in BPF in Dynamics 365

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How to disable timer in BPF for Dynamics 365 

Import and Re importing not working on CRM 2016

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When we download the template from system and filling the data and  importing using sheet using import option. When we check the status in the imports its keep on submitted only as shown in below image. Could any one suggest what was the exact problem. We have restarted asynchronous service also.

Option Set and translations

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Hello,

1. I have question about the Microsoft Dynamics CRM Option set.
2. I have dynamics crm on-premise 2016 (8.1.0.359) with base language: English.
3. Other installed language: French, German, Polish, Chinese
4. I have prepared global option set: eg MyGlobalOptionSet
5. I have prepared translations for Chinese language for that option set.
6. I have put this option set field on my account main form.
7. After I have switched language from English to Chinese. I still see the values from that option set in English but after I selecting one of this value the language is change to Chinese.

Is it a bug or a feature :D Is it possible to present those values in Chinese language ?

Best regards,
Wojtek

 


Clear Lookup field onLoad CRM 2011

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I am trying to clear a lookup field onLoad on Opportunity. When an Opportunity is created from an account the custom lookup field (to accounts) is populated with the 'Potential Customer'. I want this field to be blank, i have tried to delete the mapping and it is not possible. 

I have tried the following Javscript but that doesn't seem to play either.

function clearCustomLookup() {
if (Xrm.Page.ui.getFormType() == 1) {
var cust = Xrm.Page.getAttribute("customerId").getValue();
var cust1 = Xrm.Page.getAttribute("new_currentinusematerialmanufacturer").getValue();
if (cust != null && cust1 != null) {
if (cust[0].id == cust1[0].id)
Xrm.Page.getAttribute("new_currentinusematerialmanufacturer").setValue(null);
}
}
}

Any Ideas ?

Thanks in adavance

Case Satisfaction Survey

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i couldn't find the Target Entity "adx_survey_casesatisfaction "  and getting an error . 

any links on how  to configure case satisfaction survey for customer self- service portal will be helpful ..!

How to totally change look and feel of Dynamic CRM On premise ? Is there a master page which I can modify ?

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We have a client and we are trying to explore the possibility of how to totally change look and feel of Dynamic CRM On premise ?

Is there a master page which I can modify ?

Automatically create connections

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Hi,

In our industry we receive leads from multiple sources, meaning that we sometimes get duplicate leads.

We need to be able to connect the leads so that on the lead form we can see all duplicate leads.

Where this gets tricky is when we have several duplicates of a lead. Imagine lead A is received and then lead B. The connection is created that A is a duplicate of B and therefore B is a duplicate of A. Then lead C is received. We create a connection that A is a duplicate of C and therefore C is a duplicate of A.

What I would like to happen is that the system automatically creates a connection between B and C because they are all duplicates of each other.

Then when Lead D comes in, it is connected to A and then the system automatically connects it to B and C.

Is this possible?

Thanks,

Robin

Microsoft Dynamics 365 not finding the XrmServiceToolkit 2.2.1 any solution for this ?

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Even system settings changed to Use legacy form rendering to yes

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