On-premise CRM 2011 and on-premise Sharepoint 2013 integration. Here i want to get the data from sharepoint record into crm mapping to crm enity with all the fields. And Want to send notifications in crm when the record is created in sharepoint and when its closed.
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On-premise CRM 2011 and on-premise Sharepoint 2013 integration
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Account contacts filtered lookup
I have a filtered lookup for contacts that partly works and I would like to know how to fix it. If a contact has been added to an account from within the account page the filtered lookup will work correctly. However if a contact has been created and then after the fact an account (or company) has been added then it will not show up in the filtered results.
I am able to go into the look up more records portion and uncheck "filter by related" I can then find the person I'm looking for.
When on the account page I am able to see the contact regardless of which way they have been added, but the filtered lookup only works if they have been added from the account page. Aside from the obvious "only add them from the account page" suggestion, what can I do to fix this?
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Activity Phonecall being overwritten by other user immediately after post.
I am trying to figure out why an activity phonecall posted to an account is immediately being overwritten and timestamped by another user. What would be the reason for that and how can it be solved? It happens instantly after the post in most cases and in other cases it appears to be after some sort of bulk action that took place.
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Business Process Flows Problem
I am pretty new in Microsoft Dynamic CRM and I am trying to figure out how "Business Process Flows" works.
There is several Process for Case of Contact entity and some of them is active.
- How can set one of them as default?
- Can I set condition to switch between Process by a particular field value??
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Auto track sent email messages
Is there a way to automatically track all email messages our sales reps send to contacts or leads in our CRM? I don't want to have to remember to click the track button and I don't want to track all emails they send. I only want to automatically track email they send to contacts or leads. I can automatically track email they receive from contacts and leads. However I want to automatically track email going the other direction as well.
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How to find all Competitors associated with an Opportunity using the Web API
I took a couple of my opportunities and assigned competitors to them.
Then I issued this request:
myorg.crm.dynamics.com/.../connections$filter=record1objecttypecode eq 3 and record2objecttypecode eq 123
and got back an empty result set. According to the docs for connection entitytype: https://msdn.microsoft.com/en-us/library/mt607963.aspx
123 : Competitor and 3 : Opportunity
I also tried:
dealcoachpro.crm.dynamics.com/.../connections$filter=record1objecttypecode eq 123
and
dealcoachpro.crm.dynamics.com/.../connections$filter=record2objecttypecode eq 123
both with empty results.
In fact, in my trial account the only other object record types (beside opportunity=3 and contact=2) are lead=4 and user=8.
If the competitors can't be retrieved by connection, how does one get at them?
THANKS IN ADVANCE.
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Unsync Outlook contacts auto synced from CRM (due to default setting)!?
We have exchange side syncing. The CRM filter settings by default (and per user which is a pain!) enables contact syncing.
So whenever we add a new user to CRM, the auto syncing kicks in adding allthe CRM Contacts into the Outlook Address Book. With thousands of Contacts in CRM, this is causing big issues for users re marketing lists, duplicates etc.
Is there a way to unsync or identify all the contacts now in the Outlook Address Book that were synced from CRM?
Turing off the syncing setting does not seem to in turn unsync the auto-syned contacts.... is this correct?
How then do i clean up these CRM -> Outlook contacts?
Thanks
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Dynamics 365 On Premise Security Assessment
Good Morning!
In order to fulfil a security assessment prior to deployment of a Dynamics 2016/365 On Premise solution, I am looking for documentation in that will help satisfy the following questions;
- Has the Dynamics 365 On Premise solution been independently assessed by a 3rd party to provide assurance that solution (including the code) is secure?
- If so, could we review the report?
- How often is the solution independently assessed?
- Is the Dynamics 365 On Premise regularly patched for vulnerabilities?
- Please provide evidence to support this.
Can you please assist me locate the relevant documentation for the Dynamics 365 On Premise?
Thanks in advance.
George
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CRM App for Outlook Configuration Stuck at "Pending" Status
We are using CRM 2016 8.1 on-premise with Exchange Online. We have server-side sync configured and working using the hybrid connector as documented. This all works properly. Mailbox tests pass and emails are tracked.
But when we go to Settings->CRM App for Outlook and click Add the App to Outlook it just hangs at "Pending" status. If we click the "Learn more" link it just says that it may take up to 15 minutes or the user's mailbox may not be processing updates. However each user's mailbox is functioning properly. There are no Alerts for the mailbox or overall for the Server Profile. I also do not see any messages in the Event Viewer.
Is there any way to find out what the problem is here?
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Command bar button modification on CRM 2016
Dear all,
I am interested in modifying following button on dynamic crm.
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Dynamics 365 Online cannot delete email activities
Hi,
I am having problems deleting email activities.
It happens to certain emails, and when I go to the Sales > Activities entities, and select "All Emails", and I select one without "Regarding", and click the "Delete" button on the top menu, and I get
"
Unexpected Error
An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics 365 Community for solutions or contact your organization's Microsoft Dynamics 365 Administrator. Finally, you can contact Microsoft Support. If you contact support, please provide the technical details. |
"
Recently we just upgrade it to Dynamics 365 8.2 from Dynamics CRM 8.1 2016 update. And I have never tried to delete any activities before the upgrade, so I can't say it's causing the problem.
Thanks a lot.
Ares
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Issue with Apply filters on Entity list in custom web template
Hello All,
i am facing issue while implementing Entity list in liquid. generated liquid as per our requirement and applying entity list to that , referred below for this - https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/liquid-templates/examples/example-entity-list-table/ now this article does not have filters to add , so referred one more article on adding filters to entity list liquid template - https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/liquid-templates/filters/entity-list-filters/ this is to show filters in radio button or check box , I modified this to show our filter as drop down list but when clicked on apply filters button , filters are not getting applied to Entity list. below is the html / liquid , i am using to render filters of the entity list
is this correct? am I missing something in this ?
{% assign filters = entitylist | metafilters: params.mf, entityview %}<div id="heading">
{% block Filters %}
{% if filters.size > 0 %}<div id="rightheading"><div id="entitylist-filters">
{% for filter in filters %}<select id="{{ filter.id }}" data-filter-id="{{ filter.id | h }}" class="entitylist-filter-option-group">
{% for option in filter.options %}<option class="entitylist-filter-option" name="{{ filter.id | h }}" value="{{ option.id | h }}" {% if option.selected %} selected="selected" data-selector="true" {% endif %}>{{ option.label | h }} </option>
{% endfor %}</select>
{% endfor %}</div><button class="btn btn-default" data-serialized-query="mf" data-target="#entitylist-filters">Apply Filters</button></div>
{% endif %}
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Profile Picture in Header
hi All,
we want to show profile picture in right hand top corner where we currently showing name of the logged in user.
can we can achieve this in web template using liquid ? what can be the approach .
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How to change document path URL
We have two entities in Dynamics CRM, Accounts and Doctors. Account has record with name XYZ and Doctors also has a record XYZ. The problem is both of these persons URL is pointed to same document library in Sharepoint. How to change a person's document path URL ?
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Will workflow execute if plugin registered on same event throws error
Have small query,
say i have a plugins(both pre and post) and async workflow registered on same event(say post update of contact).
Now post/pre operation plugin steps throws an error based on some condition(mean sometimes error prone). I want know if the workflow will execute irrespective of error in plugin's
Thanks
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Export a file to OneDrive business
Hi,
In CRM online, is it possible to export the data into a file and put the file to a OneDrive business folder?
Thanks,
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Get the time only from Date/Time field
Hi everyone!
I have a field that has both Date and Time displayed. I want to get the value of the time field and use it to change other related fields.
is this possible by workflow or any other method(without SDK ) .As i want to use this in community portal.
Any suggestions are welcome..!
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Set default business process flow when opening a custom enitity record
Hi Communitiy,
Is it possible to set a default business process flow for specific security roles for records from a custom entity that interact with a system entity?
Situation:
From an Opportunity BPF, I am creating or selecting a record from a custom enitity. This custom entity has its own process (BPF). What I want is when opening the Opportunity from the Opportunity menu to see the Opportunity Process (BPF) and when opening the custom entity record from the custom entity menu to see the Custom Entity Process.
I tested and at the moment, when I click on the name of the custom entity record via the custom entity menu, I still see the Opportunity Process (BPF). I know i can switch processes, but that is not what i want. I want to see the custom entity bpf when opening the custom entity record.
Hope you can help.
Thanks much, Debbie
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Opportunity product in CRM 2013
Hi,
I have below customization to update presales team, product type and to calculate margin in CRM 2011. I upgraded CRM to CRM 2013. But there is change in design, here the opportunity product is capturing in opportunity main form.
In CRM 2011, product will be entered in separate form and I have given script to update above mentioned fields when change product. Please find below screen.
But in CRM 2013, product can be captured in main form so I have to give the script on product change in the opportunity main form. I can find the product in disabled. Kindly help me to give the script in product in main form.
I want to add the script when add product as shown in below screen.
Another change I need the Existing product by default, how I can pass this default value when load opportunity form. This is asking when add new opportunity product
I am planning to upgrade CRM 2013 to CRM 2015 then CRM 2016, Kindly inform if any solution in higher versions.
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JavaScript User Roles
Hey,
I want to get the user roles of the current logged user!
Say User has two roles A and B assigned directly via Manage roles options and have some indirect roles say C assigned via that team that he belongs too.
Now the User will have three Roles AB(Directly Assigned )C(Indirectly assigned via- Team).
Now I want to get the roles AB(Directly assigned) and not the C. How to achieve it any suggestions?
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