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How to empty Start & End date fields on Appointment's form using openEntityForm method?

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Hello,

I tried to push null or "" but without any success. I have a button on Appointment's form and Javascript action behind.

Example:

var parameters = {};

parameters["scheduledstart"] =  ""; or parameters["scheduledstart"] =  null;

parent.Xrm.Utility.openEntityForm("appointment", null, parameters);

BR,

Miha


ODATA 2.0 vs ODATA 4.0 for Excel Power Query and CRM On-Premises 2016

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Hi

I've experienced very different performance when using ODATA 2 (Organization Data Service URL) versus ODATA 4 (Instance Web API Service Root URL) in Excel 2016 Power Query to connect to OnPrem CRM 2016 via ODATA-Datafeed.

Mainly I'm referring to tests I had done after reading this CRM tip of the day:

https://crmtipoftheday.com/2016/06/10/turbocharge-crm-to-powerbi-connection/

A query for a single table (Account) without any expanding/joins, transformation etc and about 6500 records with ODATA2 took ~ 37% of the time it took with ODATA4.

=> Win for ODATA2

A query of another table (Contact, 13000 records) where I added fullname and parentaccount name (=Customer field) by using expand took with 

ODATA 2: 0:47 min / 0:47

ODATA 4: 2:00 min / 1:59

=> Win for ODATA2

By the way: the structure of the available customer field database columns looks different between ODATA2 and ODATA4:

My strange finding was: in ODATA 2.0 the column ParentCustomerId.Name delivers Accounts & Contacts even when ParentContactId.Name was always null, whereas in ODATA 4.0 I get parentcustomerid_account.name which delivers only Accounts and parentcustomerid_account.fullname which delivers only Contacts.

 A query for the Contact-Table incl. expand of originatingleadid.fullname

ODATA 2: 0:43

ODATA 4 0:42

=> No winner

Merge vs Expand

Queried 3 tables Account, Contact, Country (custom); Not using a Data Model. Filtering on Account.Addr1_Country<>Germany.

ODATA 2.0:

Expanded columns in Query Editor: 1:04 / 0:55

Merging tables instead expanding columns in Query Editor (see tip of the day) 2:19 / 2:17

ODATA 4.0:

Expanded 0:36 / 0:36

Merged 0:50 / 1:00

Clear winner: ODATA 4 and using expand instead of merge.

In the tip of the day there was a clear statement for using ODATA 4.0 (which is, I think the official statement by Microsoft). In the PowerBI Podcast

https://crm.audio/captain-redlaces-episode-2-the-reckoning/

Scott Sewell recommended to use ODATA 2.0. Also other community members speak more for ODATA 2.0 than ODATA 4.0.

My test scenarios provide a mixed picture of what is better. As I think most queries done by End Customers using Excel will have more the character of my last test (Merge vs Expand) I should go for recommending ODATA 4. Also because Expanding columns is much easier to set up against configuring joins separately via Merge.

Do you have any different test results or recommendations?

'More' link in Activities section on Customer form disappears when clicked

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Hi,

I have some weird issue on Customer form. In activities section, if there are more records to be shown, we are shown a 'More' link at the end of the section. Upon clicking it, it should show the remaining records. But instead the link disappears and after changing some filter above the section, the 'More' link appears again. 

And now after clicking it, the remaining records are shown.

So my question is:

a) Why the link disappears on 1st instance?

b) Why doing some filter (or any) changes make the link appeared again?

c) This issue only occurs in IE and not on Chrome. :(

Any workaround or help appreciated.

Regards,

Prashant

Server URL Server-Side

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Hi Guys,

A have a little problem. Do you know how to obtain all the parts to construct a Record URL from a plugin?

I need to send an e-mail from a plugin, and in the body I must have the hyperlink to access that record. I know how to construct that URL, but I'm missing the server part ("servername/OrganizationName"). The OrganizationName I can get it from the IPluginExecutionContext, but I can't find the Server Name.

If anyone has an idea, I will be grateful.

Thanks for your time

Redirect on Sign in Page in Dynamics 365 Portal

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Hi,

I want to open Sign In Page directly, when any one hit the Portal URL. 

Can we redirect Home page on Sign-In page?

Can we applied any other approach for that?

Please suggest me good solution?

Thanks!

Editable subgrid save and refresh forcefully using JavaScript

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I want to Save and refresh editable subgrid. anyone have any idea about it how can i do this using JavaScript

Thanks in Advanced

Fetch XML query doesn't fetch the respective records with "Outer Join" condition

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Hi ,

I need to fetch the Appointment records  as per below condition  :

1. Status = Scheduled

2. Scheduled end date is "Next 3 weeks"

Please find below fetch xml :


<fetch>
<entity name="appointment">
<link-entity name="appointment" from="activityid" to="activityid" alias="ar" link-type="outer">
<attribute alias="Scheduled" name="subject" aggregate="count" />
<filter type="and">
<condition attribute="statecode" operator="eq" value="3" />
<condition attribute="scheduledend" operator="next-x-weeks" value="3" />
</filter>
</link-entity>
</entity>
</fetch>

But this fetch brings all  Appointment records irrespective of the fetch condition , and filter criteria mentioned.

I know , i can fetch the records by creating a simple view or if i remove "Outer" join this would bring respective records , but need to know the reason that why above query doesn't fetches the  records as per filter condition and why  it is not possible though "Outer join" ?

Quick Create form on OOTB entity doesn't load for some users?

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When some users attempt to quick create a contact, the standard contact form appears instead?  Anyone seen that behaviour before?


Microsoft Dynamics CRM Forums page. ....

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Hi,

From past 2 days I am seeing this message on Microsoft Dynamics CRM Forums page,  "Unfortunately, the page you've requested no longer exists. Please use the search form below to locate the information you're interested in". When I tried to search any answers or click on Microsoft Dynamics CRM Forums page. Any one else noticed the same? Is this page moved to any other location? Request is always going to error-notfound page. Can any one confirm whether the location is changed or why none of the results are coming when we Google?

Creating email template and data field values does not add.

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Hi all,

We are using Dynamics CRM 2015 On-premise Environment. My user account has an admin account. I have tried to create the email template in the CRM and add the data field value inside the template but the data field value does not add it. Attached the screenshot for your reference,

Note: It does not add only outside the CRM server. But I tried to add it in the CRM Server itself and it's working fine. 

Could you please guide me what can I do to achieve this which means from client machine it does not work.

Thanks 

Karthick.M

In Ribbon Workbench for Dynamics CRM 2016: How to 'Hide and Show Button Display Rules and Commands?

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In Ribbon Workbench for Dynamics CRM 2016: How to 'Hide and Show Button Display Rules and Commands'?

javascript access form header fields

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Hi, I am wondering how to access form header fields, since there is not event control option for those fields. I want to select an optionset value from a header field and the body field changes accordingly. how do we achieve that?

Duplicate Detection in Marketing Lists

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We are facing an issue with Marketing Lists in CRM where the same Contact record is being added to a Marketing List multiple times.

Unable to remove managed solution

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Hi.  We installed a trial, licensed, managed solution which I now need to remove.  When it comes to Deleting the Solution it fails with the error below.  

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The {0}({1}) component cannot be deleted because it is referenced by {2} other components. For a list of referenced components, use the RetrieveDependenciesForDeleteRequest.
Data[0] = "Workflow"
Data[1] = "<a id='a_helplink' tabindex='0' class='ms-crm-Dialog-Error-Link' onclick='openStdWin("\x2fAdroitTechnologies\x2ftools\x2fdependency\x2fdependencyviewdialog.aspx\x3fobjectid\x3d\x257b706db500-fd84-4cbe-ae25-ab6771100530\x257d\x26objecttype\x3d7100\x26operationtype\x3ddependenciesforuninstall", null, 800, 600, null)'>Details</a>"Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
  <ActivityId>89b57533-0ef7-428a-86c7-26c7d3e711c6</ActivityId>
  <ErrorCode>-2147160033</ErrorCode>
  <ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic">
    <KeyValuePairOfstringanyType>
      <d2p1:key>0</d2p1:key>
      <d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">Workflow</d2p1:value>
    </KeyValuePairOfstringanyType>
    <KeyValuePairOfstringanyType>
      <d2p1:key>1</d2p1:key>
      <d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">&lt;a id='a_helplink' tabindex='0' class='ms-crm-Dialog-Error-Link' onclick='openStdWin("\x2fAdroitTechnologies\x2ftools\x2fdependency\x2fdependencyviewdialog.aspx\x3fobjectid\x3d\x257b706db500-fd84-4cbe-ae25-ab6771100530\x257d\x26objecttype\x3d7100\x26operationtype\x3ddependenciesforuninstall", null, 800, 600, null)'&gt;Details&lt;/a&gt;</d2p1:value>
    </KeyValuePairOfstringanyType>
  </ErrorDetails>
  <Message>The {0}({1}) component cannot be deleted because it is referenced by {2} other components. For a list of referenced components, use the RetrieveDependenciesForDeleteRequest.
Data[0] = "Workflow"
Data[1] = "&lt;a id='a_helplink' tabindex='0' class='ms-crm-Dialog-Error-Link' onclick='openStdWin("\x2fAdroitTechnologies\x2ftools\x2fdependency\x2fdependencyviewdialog.aspx\x3fobjectid\x3d\x257b706db500-fd84-4cbe-ae25-ab6771100530\x257d\x26objecttype\x3d7100\x26operationtype\x3ddependenciesforuninstall", null, 800, 600, null)'&gt;Details&lt;/a&gt;"</Message>
  <Timestamp>2017-06-28T13:49:01.3249011Z</Timestamp>
  <ExceptionSource i:nil="true" />
  <InnerFault i:nil="true" />
  <OriginalException i:nil="true" />
  <TraceText i:nil="true" />
</OrganizationServiceFault>If anyone can help me on how to resolve this issue and find the "other 2 components" that it speaks about I would be grateful.   If I look at the details I get the following table giving me the dependencies, but do not know how to resolve the issue:

(I would like to try and resolve this without having to log a call with Microsoft, if possible).

Looking For Microsofts Dynamics Consultant / Developer

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I am looking for an expert with custom Microsoft Dynamics CRM to make tweaks, maintain, and update the system. This is a part time job ranging 20-40 hours a month. 

Job Type: Part-time


workflow help

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Hello

I have a workflow that waits for a few on change events and executes based on the value of a field. The workflow creates a new queue item based on the value of the field. The only different between the different queue items is the queue its assigned to. so effectively a queue routing workflow based on the value of the field. This all works fine and well except for one problem.

Sometimes in a single queue it will add the item twice or three times. all of them point back to the same record but in the queue it appears multiple times. I suspect that whats happening is that the workflow fires, and then on change occurs again and it fires again before the first one has had a chance to execute on the record. This in turn calls both of them to fire off at in parallel thus creating multiple queue items. Under normal circumstances i understand that if one queue item is created and after the second workflow executes , instead of creating a new queue item it would re parent the queue item to the correct workflow and clean up the extra record. but since they run at the same time i think whats happening is that its adding it to the queue twice.

 Does anyone have any suggestions on how to approach this problem. is there a way to limit the workflow to only run one at a time? wait for the first instance to finish and run in order for the same record.

regards

Add Fields From Related Entity to View

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I have 2 entities - Applications and Confirmations. There is a 1:N parental relationship from Applications to Confirmations and the resulting N:1 parental relationship from Confirmations to Applications. From the Confirmations view, I can add fields from the Applications view.

I need to be able to add some fields from the Confirmations entity to a view on the Applications entity. How can I achieve this? (apologies if this is a simple question but I seem to have a mental block on this).

Thanks in advance.

PickListMappingSet: not unique relation between SourceValue and TargetValue

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How does it come that the records of our PickListMappingSet doesn't have a unique relation within single option sets between SourceValue and TargetValue for ~67% of the option sets?

Picklist of Databases in quote header to configure specific database only?

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I want to add a picklist in the quote header to be able to select the different databases we have available. If I select "Database A" then click configure, only "Database A" will appear. I do not want the other databases to show when clicking on configure.

Thank you.

Set default value of Quantity and Unit on Opportunity Product

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We have customized our Products and Opportunity Products to fit our business needs.  We won't be using the Quantity or Unit fields at all in calculating totals.  Since they are required fields, I want to pre-populate the default values when an Opportunity Product is added.  I created a Business Rule as follows:

IF

Unit <> "Mb"

THEN

Set the default value of Unit to "Mb"

Set the default value of Quantity to 1.00000

I also tried setting the Field value but neither works as I would like.  The Unit field is always empty until I manually populate it, and I get an Information Dialog box saying, 'The value in the Quantity box has changed from "1" to "1" due to an update to the decimals supported in the product. ' 

The Quantity field does populate with 1.00000 after the user clicks OK, but I don't want the user to have to click off the dialog box every time they add another product to the Opportunity.

I have set all Products to the Unit Group Mb, and Decimals Supported is 5. 

Why won't these fields populate using the Business Rule?

Thanks in advance.

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