Hello All,
I have to do migration from 2015 on promises CRM to online 365 CRM.
I am looking for Scribe tool for migration but don't know how should I have to start with migration.
Please suggest.
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looking for Scribe tool for migration
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Can you Qualify a lead more than one time
Hi,
I have a discussion with my client, that is it possible to qualify the same lead more than one time and every time to create a new opportunity?
Can someone answer this dilemma?
Thank you.
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Crm Online JavaScript error: Xrm.Page.getControl(...).addOnKeyPress is not a function !?
function test() {
function validateInput() {
//get the value of the name field
var input = Xrm.Page.getControl("new_testautocomplete").getValue();
if (input != "") {
//check if the last key pressed is a number
if (isNaN(input.substr(input.length - 1)) == false) {
//display the message
alert("Numeric values are not allowed in the account name");
}
}
}
try {
//attach the validateInput function to the keypress event of the name attribute
Xrm.Page.getControl("new_testautocomplete").addOnKeyPress(validateInput);
} catch (e) {
// console.log(e);
alert(e);
}
}
}
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Error in Javascript
Hi!
Before the user leaves the form (Contact), either closes the form, close the window (web browser) or clicks in the menu I need to save some data to the entity.
My script is called from the OnLoad event of the form and it looks like this:
function SaveBeforeClosingForm()
{
window.onbeforeunload = function()
{
Xrm.Page.getAttribute("new_optionalstatus").setValue(100000001);
Xrm.Page.data.entity.save();
return null;
}
}
It works fine the first time I open the form and closes it.
When I open it again I can see my change have been saved but when I try to close it the second time I get a Javascript error.
I don't see anything wrong in my code, it works the first time.
Any help out there?↧
ASI iMIS v Dynamics
Hi,
We are a small not for profit and we are considering moving from an ASI iMIS CRM database to a Microsoft Dynamics solution.
At the moment we are evaluating Dynamics and there are one or two questions that I would be grateful for clarity. In Dynamics, I am not too sure what the difference is between records, accounts and contacts, but in iMIS we have several thousand records, each of which contain name, address and mailing details. The mailing details are custom fields created in iMIS, so that we can select which mailings (by post or email) a particular individual receives from our organisation. We can then generate a query and pull out all the records for a particular mailing and output the list to an envelope printer for a paper mailing or text file for email addresses.
Presumably, Dynamics should provide similar functionality? If so, should we use 'Contacts' to create new records of individuals? And presumably, we can create custom fields in 'Contacts' for our particular requirements? If so, can these custom fields be interrogated in search and query expressions and output to printers or file?
Many thanks.
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Est. Revenue field is locked on Opportunity main form
Hi All,
A few users are reporting that the Est. Revenue occasionally locks on the main Opportunity form when viewed in the web browser. I don't have any business rules or form scripts that lock that field. I also looked into the Revenue field and it is always set to "User provided". I have not been able to replicate this issue, but it keeps happening with a few users.
A) what could be the causes of this issue?
B) when it happens again, how should I go about investigating/debugging it?
Thanks in advance,
Ben
Current version: 8.2 / Online
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XrmToolbox
Hello,
I'm working on Dynamics CRM 2013 and want to install XrmToolbox and a few plugins to that.
What version/release of XrmToolbox is best to use with CRM 2013?
Thanks
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Business Process Flow not longer appear and switching to them does nothing
Hello,
We are using 365 dynamics online.
This morning, I have noticed that all business process flows seem to have stopped working. Or at least, they no longer appear on the relevant entity. On some entities with BPFs, the option to switch to a flow is there but when I select the flow nothing seems to happen.
The only thing that has changed since the last time we used CRM without these issues, was that we integrated it with a Sharepoint team site for document storage. We just followed the wizard that popped up asking if we wanted to integrate.
I have tried this on all browsers and including IE and still have the same issue.
Has anyone seen this issue and can help?
Thanks
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CRM Online Connecting with KingswaySoft or Scribe stopped after update
Good morning! Our Dynamics CRM was auto-updated over the weekend. Our current version is 1612, 8.2.1.207. I didn't see anything in the documentation about anything that might affect the use of connection adapters/connectivity software like KingswaySoft or Scribe -- but all of our processes are now failing.
I am able to log into CRM Online with my credentials without any problem, but both KingswaySoft and Scribe error.
The error from KingswaySoft is
KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: Metadata contains a reference that cannot be resolved: 'loganu.api.crm.dynamics.com/.../Organization.svc'. (SSIS Integration Toolkit for Microsoft Dynamics CRM, v7.4.0.6006 - devenv, v9.0.30729.1)
System.InvalidOperationException: Metadata contains a reference that cannot be resolved: 'loganu.api.crm.dynamics.com/.../Organization.svc'.
System.InvalidOperationException: There is an error in XML document (1, 1298).
System.Xml.XmlException: The maximum nametable character count quota (16384) has been exceeded while reading XML data. The nametable is a data structure used to store strings encountered during XML processing - long XML documents with non-repeating element names, attribute names and attribute values may trigger this quota. This quota may be increased by changing the MaxNameTableCharCount property on the XmlDictionaryReaderQuotas object used when creating the XML reader. Line 1, position 1298.
The error for Scribe:
The errors appear to be different, but odd that they both started at the same time and right after the update. Any idea what is wrong -- and what would fix both of them ? Thanks for any pointers you might be able to give!
Kristi
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How to invoke plugin by clicking custom button placed on form using html web resource?
Hello,
I have placed custom button on Form using web resource. I want to invoke plugin logic (c# code) when user clicks the button on form.
is it possible to do so?
Regards,
Ashish
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Import records from email attachment in Microsoft dynamics CRM
Hi,
I'm a newbie to MS Dynamics and want to implement a feature which can extract the records from incoming attachment and insert them into a custom entity.
I got a post here to create a new record if the email with attachment is received but I need that attachment to be extracted (if it is .csv) and then the rows to be inserted/updated in Dynamics for a custom entity.
If there any built-in capabilities from where I can start? Can anybody please guide me to do this?
Appreciate your help in advance.
Thanks,
Sandip
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Absence (Out of office) activity in Sales module + integration with Outlook
Hello,
I just wonder if there is one recommended way to introduce Absence activity? I would want to see it also in Outlook.
Thank you!
BR,
Miha
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Add Notes to Order Line
I need to enable Notes to the Order Line.
On the edit form/insert/ it says "This button is currently disabled"
On the General properties, under Communication & Collaboration, the Notes is greyed out.
How do I get this enabled?
Thanks very much
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CRM WebAPI Unknow Error
HI,
In new CRM2016 SP1, im trying to use the CRM WebAPI
https://myserver/myorg/api/data/v8.1/
And im having this error: "Unknow Error"
I tried this but it doesnt solve the issue: https://support.microsoft.com/en-us/help/896861/you-receive-error-401.1-when-you-browse-a-web-site-that-uses-integrated-authentication-and-is-hosted-on-iis-5.1-or-a-later-version
Note: Im using CRM 2016 on premises, F5 load balance, 2 front-ends.
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dynamics 365 report extension error
Hi, I got this error when I install report authoring extension, any idea?
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Opportunity process flow has disappeared
For some reason, this one opportunity does not have a process flow. It seems to have disappeared once I tried to move to the next process. Have I clicked something or has anyone else come across this. All our other opportunities have the process flow. We have tried it on Microsoft Edge and Firefox browsers.
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Exporting as excel in CRM 2011 error occur "Object doesn't support property or method 'getParameter'"
Hi
I have recently updated the CRM 2011 environment with Rollup 18. After install rollup 18 I could n't export data in excel, error occur "Object doesn't support property or method 'getParameter".
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Common Data Service/Model integration with Dynamics 365
I've been investigating the Common Data Service/Model and how it integrates with Dynamics 365 (CRM for the time being, not Operations).
I have created Flows which connect D365 to the CDM i.e. when a record is created in D365, also create it in the CDM.
There are quite a few 'Picklists' in the CDM, most of which are very useful and (almost) contain exactly what we're after - although it appears they cannot be edited...
My questions are:
- How does a Global Option Set in D365 compare to a Picklist in the CDM?
- Is it possible for the Picklists to be used in D365 at all?
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How to move business process flow stage programmatically
Hi,
I have created a custom option set field with all bpf(with 4 stages) stage names, I want to set my stage according to the selected option, for that i am using plugin i can set stage only next stage or previous stage with it, if i go directly from 1st stage to last stage it shows me some step number is missing bpf error, i have not made any field mandatory on bpf. (dynamics 365 online)
Please guys let me know if this is achievable or not
Regards,
Nishant K
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Dynamics 365 App for Outlook - Auto populate contact on case
I'm trying to set up the outlook app for use. When I choose to "track" an email and attach it to a case, the case quick create forms opens up in the app. I would expect it to auto-populate the Contact field to associate the case to the sender of the email. My guess is that because that field ("customerid") can be populated by either an account or a contact is why it doesn't auto-populate. I am not using accounts at all, only contacts, so I'd like this field to populate once I choose to track the email via a case. Is there any way to accomplish this? Thanks for any help in advance.
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