Does anyone know, or has any suggestions, on how to log a work order against a contact rather than an account in Field Service?
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How to create a work order against a contact rather than an account in Field Service
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Hour registration: from interaction log to insertable table to a workorder
Hello gentlemen,
The following is a big assignment and I really hope it is possible:
Is it posible to add an entity, "hour registration" to the interaction Log located in Ticket
Sorry for the fuzzy picture!
In addition, when that button is clicked i would like to get a "quick form" like a table with the headers Date>Estim. hours>Actual hour> traveltime> desciption. Below 5 or 6 insertable rows.
Those rows need to be stored and printed on a workorder template that we have. see pic 2.
That last part is doable for me but the question is: Is it even possible to create such workflow?
Or are there any alternative ways of creating a table?
Sincery,
Ruud
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Plugin: Compare FetchXML results
Hi -
I have a plugin with two separate fetchXML retrievemultiple requests. Both return contacts. I want to compare the two sets. List 1 contains a list of contactids (Guids) as does List 2. I want to be able to find the differences. For example:
List 1:
1234-3456
8888-9999
List 2:
1234-3456
8888-9999
3333-3333
I want to ignore the duplicates, and just use the unique record from list 2 (3333-3333), to go and create a custom record called new_delegate, which is linked to this contact.
Any ideas how I can achieve this please?
Thanks.
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Dynamics CRM (note section clickable hyperlink)
i may be missing something obvious but is appears that the notes section in plain text only?
is there a way to create a clickable link?
i have tried the below with no success:
<a href="url">link text</a>
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Create a record with ownerid mapped in relationship
Hello,
I've mapped the field ownerid on a N:1 relationship on my entity.
It works fine, it affects well the ownerid, owneridtype, owningbusinessunit. And in the PrincipalObjectAccess, there is no record.
But why if i don't map the ownerid and i just create a new record, a record is created in the PrincipalObjectAccess table, do you know why ?
Is-it permit to map the ownerid ?
Thanks,
Sebastien
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Solutions Import Error - MSCRM 2016
Hey,
I have some made some ribbon workbench customization in a lead entity and java scripts and the custom entity and it works fine in the dev environment and when I moved the solution to UAT, the customization I have done not working properly in the UAT.
Any Suggestions.. Please
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How to create Manage Solution for MS Dynamic CRM 2016 from Dynamic 365
How to create Manage Solution for MS Dynamic CRM 2016 from Dynamic 365
Thanks in Advanced
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Change text on Sales Attachment form
Hi CRM Users
Can I change the label text on Sales Attachment form?
also interesting Can I fields the label text on Sales Attachment form?
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NOt able to uncheck the option "Restrict cross-frame scripting, where supported " InFRame
I have a User/Team owned Custom entity. In the form of that entity I have added one IFrame control in the form. By default I check the option "Restrict cross-frame scripting, where supported" while adding. Now I have to uncheck this option and I am unable to uncheck that option.
In that IFRame control I am showing SharePoint List or grid. But it is not able to use that grid and giving error as "Script execution is blocked because the documents IFrame is sandboxed and the 'allow-scripts' permission is not set." Due to this error message I need to uncheck "Restrict cross-frame scripting, where supported" option in IFRAME control.
Can anyone please help me out on this.
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Retail Portal
Can we load the retail portal components to an existing portal? Where can we get the components?
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Can any one help me find my error ?
function FetchCity()
{
//getting city from citizen
var City = Xrm.Page.getAttribute("new_city").getValue();
alert("alert city 1");
if ( City != null && City != "")
{
var Country;
var serverUrl = Xrm.Page.context.getClientUrl();
if (serverUrl.match(/\/$/))
{
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
}
alert("alert city 2");
alert(City[0].id.toString());
//query to fetch
// To be updated as required
var fetchXml = "<fetch mapping='logical' version='1.0'>"
+ "<entity name='new_city'>"
+ "<attribute name='new_cityid'/>"
+ "<attribute name='new_country'/>"
+ "<filter type='and'>"
+ "<condition attribute='new_cityid' operator='eq' value='" + City[0].id+ "'/>"
+ "</filter>"
+ "</entity>"
+ "</fetch>";
alert("city 3");
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)
{
alert("city4");
var vals = doc.getElementsByTagName("KeyValuePairOfstringanyType");
alert(vals.length);
for (var j = 0; j < vals.length; j ++ )
{
alert("city5");
if(vals[j].getElementsByTagName("key")[0].firstChild.nodeValue =="new_country")
{
alert("city 6");
Country= vals[j].getElementsByTagName("value")[0].getElementsByTagName("Id")[0].textContent;
var CountryName = vals[j].getElementsByTagName("value")[0].getElementsByTagName("Name")[0].textContent;
alert("country check 1");
var value = new Array();
value[0] = new Object();
value[0].id = Country;
value[0].name = CountryName;
value[0].entityType = "new_city";
Xrm.Page.getAttribute("new_country").setValue(value);
alert(CountryName);
}
if( ! CheckFetchedValueExistance('new_country', vals, 'key'))
{
alert("City Not Found.");
// Xrm.Page.getAttribute("new_country").setValue(null);
}
}
Xrm.Page.getAttribute("new_country").setValue(value);
alert(CountryName);
}
else
{
alert(7);
var vals = doc.getElementsByTagName("a:KeyValuePairOfstringanyType");
alert(vals.length);
for (var j = 0; j < vals.length; j ++ )
{
alert(8);
if(vals[j].getElementsByTagName("b:Key")[0].firstChild.nodeValue =="new_country")
{
alert(9);
Country= vals[j].getElementsByTagName("b:value")[0].getElementsByTagName("Id")[0].textContent;
var CountryName = vals[j].getElementsByTagName("b:value")[0].getElementsByTagName("Name")[0].textContent;
alert("country check 2");
var value = new Array();
value[0] = new Object();
value[0].id = Country;
value[0].name = CountryName;
value[0].entityType = "new_city";
Xrm.Page.getAttribute("new_country").setValue(value);
alert(CountryName);
}
if( ! CheckFetchedValueExistance('new_country', vals, 'b:key'))
{
alert("City Not Found.");
}
}
}
Xrm.Page.getAttribute("new_country").setValue(value);
}
}
// function to check if field contains value
function CheckFetchedValueExistance(names, vals, key)
{
for (var j = 0; j < vals.length; j ++ )
{
if(vals[j].getElementsByTagName(key)[0].firstChild.nodeValue == names)
{
return true;
}
}
return false;
}
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OpportunityClose entity
Hi all,
How do I find OpportunityClose entity in SQL? Please suggest me the solution.
Thank You
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Unable to update invoice product using plugin
I've following plugin that run when an Invoice Product is being created from Invoice Product sub-grid or form. But it seems it don't updated the Policy Date field. I debugged the code and it run successfully but the field is not updated. Any suggestion?
try
{
IPluginExecutionContext context = (IPluginExecutionContext)isp.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)isp.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity invoiceProduct = (Entity)context.InputParameters["Target"];
if (invoiceProduct.Attributes.Contains("invoiceid"))
{
Entity invoice = new Entity("invoice");
invoice = service.Retrieve("invoice", invoiceProduct.GetAttributeValue<EntityReference>("invoiceid").Id, new ColumnSet("new_policydate"));
invoiceProduct.Attributes["new_policydate"] = Convert.ToDateTime(invoice.Attributes["new_policydate"]);
}
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException("Error: " + ex.Message);
}↧
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CRM 2013 - getDisabled error with iframe in outlook client addon
Hi, I have designed a form in CRM 2013 for an Organisation entity that basically just displays an iframe with a src that is an SSRS report.
This works fine when CRM is accessed from it's webpage but when the same page is displayed in the outlook add-in it shows the below error:
The form works perfectly all right except for this and there is no missing data.
If I remove the iframe from the form the error does not show.
If I point the iframe at a blank page the error still shows.
Is there a correct way of adding an iframe to a form that will not show this error in the Outlook addin?
The add-in has been upgraded to the latest version: "CRM2013 SP1 for MS Office Outlook with offline access"
Thak you in advance
Tony
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CRM Outlook app not visible in Outlook
We have Dynamics 365 and exchange online.
I setup server side sync for my user and then went to "settings" and "crm app for outlook". I could see that my user was listed as "eligible" in the box, and clicked the "add app" button. After a short while it said in green "Added to Outlook".
However, when I start Outlook the app is not visible anywhere. Can't see it in the web version of Outlook either.
I read that it's supposed to be an icon on the ribbon. It is listed among the "add ons" in settings though.
Does anyone have a clue on what's wrong?
Thanks in advance.
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Deleting anything from the CRM Site gives me this error
<html xmlns="http://www.w3.org/1999/xhtml"><body><parsererror style="display: block; white-space: pre; border: 2px solid #c77; padding: 0 1em 0 1em; margin: 1em; background-color: #fdd; color: black"><h3>This page contains the following errors:</h3><div style="font-family:monospace;font-size:12px">error on line 1 at column 1: Extra content at the end of the document
</div><h3>Below is a rendering of the page up to the first error.</h3></parsererror></body></html>
can anyone tell me what this is and what can I do to fix this so I can delete contacts, and leads, etc.
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Workflow Filter: Trying to add requirement that Opportunity was created by a member part of a specific Team.
Hello Community!
I'm trying to add a filter to a "Check Condition" step on a workflow in CRM 2015 on-prem. The filter should read "Opportunity > Created By > Equals > Team" but I am unable to figure out how to specify a team vs. hard-coding the members of a team. I'm trying to make this filter dynamic moving forward vs. hard-coding the team members individually.
Any assistance you can provide is greatly appreciated!!!
Thanks,
- Jared
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How to add " Add New Activity " Button to that particular case in Dynamics 365 with Ribbon Workbench
Hi,
My Problem is whenever we are opening a particular case or Active case , we go to common -> Activities -> Add new activity where you can create new task or appointment or take information from the client right
for example -
case Average order shipment (below pictures)
when I tried to add same the button on form itself using ribbon workbench . Added successful but not working as it has to be. Its creating tasks but not under same case.
In ribbon 2016, I created Solution for cases, added application ribbon into it. From application ribbon entity, I got add new activity button and copy button to case entity in form.
Please let me know how to solve this problem with step by step solution provided.
Thank you,
Deepthi
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Change opportunity with team members license.
Hello,
I want to change Probability field value for Opportunity based on request created by Team member license by creating event. Team members licence can't change opportunity record, so I want to make workflow like Team member will create event (kind of request to manager to update opportunity values) and manager will change probability field based on event created by team member. Is it proper way to change opportunity with team members license?
I already thought to create replication of opportunity entity that can be used by team members license, see here - community.dynamics.com/.../228476 but it violates Microsoft licensing guide. So tying to find out alternate way. Any one has idea to do so?
Thanks,
Ashish
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Exporting CRM Solution Error
I want to export a Dynamics CRM 365 solution. Tools like the ALM Toolkit e.g. didn't worked.
My Questions:
1) Is it possible to export the entire CRM365 solution by powershell at all?
2) If it is not possible by powershell - is it possible by c#?
I can connect to the crm withouth problems by powershell. But If I try to call
When I call this:
$domain = "https://mypath.com" $username = "user" $password = "password" $secPassword = New-Object -TypeName System.Security.SecureString $password.ToCharArray() | ForEach-Object {$secPassword.AppendChar($_)} $credentials = new-object -typename System.Management.Automation.PSCredential -argumentlist $username, $secPassword $conn = Get-CrmConnection -Url "https://mypath.com" -Credential $credentials
$exportPath = "C:\Users\xy\Data"
Import-Module "C:\Users\xy\Scripts\Adxstudio.Xrm.PowerShell\Adxstudio.Xrm.PowerShell.dll"
Export-CrmContent -Connection $conn -OutputPath $exportPath -Uncompressed -Generalized
I get the following error:
Export-CrmContent : Metadata Contains A Reference That Cannot Be Resolved: "mypath/.../Organization.svc". In C:\Users\my.ps1:14 Char:1 + Export-CrmContent -Connection $conn -OutputPath $exportPath -Uncompre ... + ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + CategoryInfo : NotSpecified: (:) [Export-CrmContent], InvalidOperationException + FullyQualifiedErrorId : System.InvalidOperationException,Adxstudio.Xrm.PowerShell.Cmdlets.ExportCrmContent
But if I set up the $conn by using this:
$conn= Get-CrmConnection -OrganizationName MyOrg -DeploymentRegion MyRegion -OnLineType Office365 -Credential $credentials
I can get the organizations without problems. But when I try to call the export method with this connection I get:
The Parameter "$conn" cannot be bound. The value "Microsoft.Xrm.Tooling.Connector.CrmServiceClient" of the type "Microsoft.Xrm.Tooling.Connector.CrmServiceClient" can't be converted to "Adxstudio.Xrm.PowerShell.Cmdlets.PsCrmConnection".
Are there any ideas to solve one of the both problems to export the crm solution?
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