Hello.
My Dashboards have at least 4 sections showing up correctly only in the web browser, but on the CRM App, the sections being shown on these Dashboards is only 2 sections. What could be the problem? All of them are actually enabled for Mobile Phone.
Hi CRM Experts!
is there a way to add the action of the "Make order" button to a custom workflow?
I need to create automatic Sales orders depending of a custom field "Number of orders" in my Sales Quote
Thanks in advance!
Hi,
in process of migrating connections between contacts and accounts however when using kingsway soft to migrate , the connections between records are being duplicated when migrated?
Migrated in the following order.
1.connection role entity migrated first
2. connection role association entity migrated second.
3. connection entity migrated - then duplicates of the connections are created.
Any advice on how to prevent this or is the process above incorrect?
Hi,
As we are planning to upgrade the one of our customer from Dynamics 2016 to Dynamics 365 (Online).
Since we are in need of Custom Code Validation Tool for Dynamics 365 to cross check the deprecated items, if it has.
Thanks,
raagav.
Hi I read many article about clearing a field and tried them but, they are not running.
I tried this code, but nothing happen.
Xrm.Page.getAttribute("cse_expense_category").setValue(null);
my full code;
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 setExpenseCategorybasedonVendor() {
if(Xrm.Page.getAttribute("cse_vendor_name") && Xrm.Page.getAttribute("cse_vendor_name").getValue()){
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_vendormasters(" + lookup1.slice(1, -1) + ")?$select=_cse_expense_category_value";
makeRequest('GET', query)
.then(function (res) {
var res2 = JSON.parse(res);
var guid = res2._cse_expense_category_value;
var query2 = clientUrl + "/api/data/v8.0/cse_expensemasters(" + guid + ")?$select=cse_name,cse_expensemasterid";
makeRequest('GET', query2)
.then(function (response) {
var res3 = JSON.parse(response);
var value = new Array();
value[0] = new Object();
value[0].id = res3.cse_expensemasterid;
value[0].name = res3.cse_name;
value[0].entityType = "cse_expensemasters";
Xrm.Page.getAttribute("cse_expense_category").setValue(value);
Xrm.Page.getControl("cse_expense_category").setFocus();
Xrm.Page.getControl("cse_amount").setFocus();
Xrm.Page.getControl("cse_expense_category").setFocus();
Xrm.Page.getControl("cse_memo").setFocus();
if (lookup1 = null){
Xrm.Page.getAttribute("cse_expense_category").setValue(null);
Xrm.Page.getElementById("cse_expense_category").clear();
}
})
.catch(function (err) {
console.error('there was an error!', err.statusText);
});
})
.catch(function (err) {
console.error(' there was an error!', err.statusText);
});
}
}Hi,
Just for my curiosity, Whether it is possible to implement multiple interfaces in plugin.
I want whenever new plugin created it always execute my public custom method from another class in the same assembly.
Is there is any approach ?
I have a post operation update plugin that that both Pre and Post Image Alias's and selected parameters of just a handful of fields. When creating the plugin I expected that the pre and post images would contain only the values in the parameters. However when I update any field in the form, not just the parameters in the alias the plugin in firing. I believe that I should have set the filtering attributes instead of the alias parameters, is this correct? And if so can someone explain to me the reason why one would select parameters for pre and post image alias' ?
thanks
Looking to disable "Direct Email" like in the case of running an Advanced Find/Report, but I'd still like Workflow/Process emails to still send. An example of a workflow/process email would be: "If account is X and case type is Y, then send email to contact Z and account X".
I've disabled Email Template (Core Records tab on the Security Role I'm looking at), but left Process on the Customization tab untouched from what it was previously. Would that be enough to accomplish my goal?
Hi I read many article about clearing a field and tried them but, they are not running.
I tried this code, but nothing happen.
Xrm.Page.getAttribute("cse_expense_category").setValue(null);
my full code;
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 setExpenseCategorybasedonVendor() {
if(Xrm.Page.getAttribute("cse_vendor_name") && Xrm.Page.getAttribute("cse_vendor_name").getValue()){
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_vendormasters(" + lookup1.slice(1, -1) + ")?$select=_cse_expense_category_value";
makeRequest('GET', query)
.then(function (res) {
var res2 = JSON.parse(res);
var guid = res2._cse_expense_category_value;
var query2 = clientUrl + "/api/data/v8.0/cse_expensemasters(" + guid + ")?$select=cse_name,cse_expensemasterid";
makeRequest('GET', query2)
.then(function (response) {
var res3 = JSON.parse(response);
var value = new Array();
value[0] = new Object();
value[0].id = res3.cse_expensemasterid;
value[0].name = res3.cse_name;
value[0].entityType = "cse_expensemasters";
Xrm.Page.getAttribute("cse_expense_category").setValue(value);
Xrm.Page.getControl("cse_expense_category").setFocus();
Xrm.Page.getControl("cse_amount").setFocus();
Xrm.Page.getControl("cse_expense_category").setFocus();
Xrm.Page.getControl("cse_memo").setFocus();
if (lookup1 = null){
Xrm.Page.getAttribute("cse_expense_category").setValue(null);
Xrm.Page.getElementById("cse_expense_category").clear();
}
})
.catch(function (err) {
console.error('there was an error!', err.statusText);
});
})
.catch(function (err) {
console.error(' there was an error!', err.statusText);
});
}
}Is there supposed to be a "Government" Type under Industry in Company Profile for an account? If so, it is not on ours. If not, how do I create the custom type. Searched under help and was unable to find any documents to lead me anywhere.
Hello,
I'm trying to create a new service case via the Web API.
I try to POST an Http Request to /api/v8.2/incidents, but I get a 400 Http error back.
Which are the mandatory fields that I need to send in my HttpRequest ?
Thank you
Hi Dynamics experts!
How can I delete multiple sales orders from an opportunity depending of a value in status for example?
Thanks in advance!
Hi There,
I am trying to convert a personal dashboard into a system dashboard and in my process, noticed that all personal views & charts needs to be converted into system views/charts.
Is there a way to convert into system specific views/charts/dashboards in crm 2013? OR it has to be built from scratch?
Please advise.
Thanks...
Problem:
I have Committees to which there are Titles within each one. (member, observer, treasurer,etc)
I need to connect a Contact to a Committee with a specified Title. Some contacts could be in more than one Committee with the same or a different title.
I have created a Committees entity and I have created a Titles entity. The Contacts entity has a N:N relationship with the Committees entity and the Committees entity has a N:N relationship with the Titles entity
I had no issue with relating the Contacts with the one or more Committees and but introducing the Titles has become a challenge.
Here is an example:
John --> Finance Committee --> Observer
John --> Audit and Investment Committee --> Treasurer
John --> Tech Committee --> Chair
Any help would be greatly appreciated
Malcolm
I'm trying to get a list of contacts where the Account (Company name) they belong to has a particular dealer brand record (custom) and they don't have a internal id (custom) record with a certain product. I can't figure out how to get it to show those that have an internal id with a different product or they don't have a internal id record at all.
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" >
<entity name="contact" >
<attribute name="fullname" />
<attribute name="telephone1" />
<attribute name="contactid" />
<order attribute="fullname" descending="false" />
<filter type="and" >
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="emailaddress1" operator="not-null" />
</filter>
<link-entity name="account" from="accountid" to="parentcustomerid" link-type="inner" alias="aa" >
<link-entity name="lvp_dealerbrand" from="new_dealerid" to="accountid" link-type="inner" alias="ab" intersect="true" >
<filter type="and" >
<condition attribute="lvp_brand" operator="eq" uiname="Brand1" uitype="lvp_brand" value="{22040AB5-6FFF-E611-80EE-C4346BAD8294}" />
</filter>
</link-entity>
<link-entity name="tec_internalid" from="tec_account" to="accountid" link-type="outer" alias="ac" intersect="true" >
<filter type="and" >
<condition attribute="tec_product" operator="ne" uiname="Product1" uitype="product" value="{5836F9B1-341C-E611-80E6-6C3BE5A878BC}" />
</filter>
</link-entity>
</link-entity>
</entity>
</fetch>
Is what i'm trying to do possible?
All,
I am moving from ADX Studio to MS Dynamics Portals (Version 7.x to version 8.x).
In our older version (On MS CRM 2015) we only have Customer Portal and our Forums, Ideas, and Case Satisfaction Survey were part of our Customer Portal.
I notice in MS Portals, Forums, Ideas, and Case Satisfaction Survey are under the Community Portal Web Site.
Is there any benefit to having Forums, Ideas, and Case Satisfaction Survey under the Community Portal Web Site instead of the Customer Portal Web Site... Or was that just MS putting a few different examples out there?
If I just change the Web Site for Forums, Ideas, and Case Satisfaction Survey from Community Portal to Customer Portal (As well as the Pages/Files/etc..)... will that do the trick?
Just wondering if anyone else has done that.. suggestions?
Thanks
Paul
Dynamics 365 update mid Feb 17 and today the Case entity stopped being visible. When Case is selected from the ribbon, we can no longer see the list of cases and only see the error shown below
We have no other information being provided by the system and have no idea therefore how to debug this.
Any ideas as to how to find out what is causing this?
How to Make one to one Relationship in crm? Please guys be more specific.
Thanks in advance
As part of implementing Dynamics CRM, I need an entity, Which has some fields from Account entity and some new and business specific fields. What is best approach -
I am beginner in Dynamics CRM so any pointer to similar example will be great help.
I am NOT able to see Account entity in my solution. I need to customize it for my specific use.
Scenario -
Previously I was getting Account entity in solution. I added and then removed the same from my solution. Now I need to add this once but NOT able to find this.
For activity entity, I did the same steps (Added -> Removed from Solution), but I still can see Activity entity here to add again.
Please suggest the solution and reason (if any) or any work around.