Hi
Lets say i have a contact and custom entity related to contact called "exams".
I have configured cascading so that when a contact is shared, the "exams" are shared also.
Now, lets say there were 4 "exams" against a contact and then i shared it. But then i added a 5th "exam" afterwards.
Would the person/team i shared with be able to see that 5th exam?
I would assume not, as the record didnt exist when i initiated the share orignally? what is supposed to happen here?
Thank you
Hello All,
I want to delete duplicate contact records on the basis of duplicate "Email" addresses from 2011 dynamics CRM version. Could anyone please suggest me here.
Thanks,
Hello everyone,
I have to add a noindex configuration on a CRM portal, but can't find any good reference on how to do this configuration.
I'm searching for metatags or even http headers.
It's possible to configure that in portals or I have too add a metatag in every template that I use?
Thanks.
Need to find out what version we have and how to find out the cozyroc version
For some reason starting mid last week when I try to save a new business rule the "Save" button turns into a scroll bar (see screen shot below) this is only happening in chrome. I've restarted, cleared cache, still having to switch to IE to create business rules?? any ideas?
Dear All,
We recently encountered an issue with dashboard chart, when we view the dashboard the chart shows error like below
So to fix this issue we manually increased the max limit of 'AggregateQueryRecordLimit' to 500000 but it is causing the performance issue, I would appreciate if anyone could let me know the work around.
USE MSCRM_CONFIG
GO
UPDATE DeploymentProperties
SET IntColumn = 500000
WHERE ColumnName = 'AggregateQueryRecordLimit'
SELECT ColumnName
, IntColumn
FROM DeploymentProperties
WHERE ColumnName = 'AggregateQueryRecordLimit'
Hi, I'm trying to display custom html, I use Xrm.Internal.openDialog function as it displays window pretty, like crm does.
Here's my js:
var DialogOption = new Xrm.DialogOptions; DialogOption.width = 700; DialogOption.height = 520;
Xrm.Internal.openDialog("/WebResources/new_closePhoneCall_confirmed.html", DialogOption, null, null, function (returnValue) { alert(returnValue) });
And my html page:
<html><head><script src="/WebResources/ClientGlobalContext.js.aspx" type="text/javascript"></script><link rel="stylesheet" type="text/css" href="new_bootstrap.min.css"><script>
function closeDlg() {
var result = "123";
Mscrm.Utilities.setReturnValue(result);
try {
closeWindow(true); // Close the dialog box
}
catch (e) { }
}
setParams = function (link, target, action) {
var form = document.findElemetById("mainF");
form.action = link;
}</script><style>
#Close {
position: absolute;
bottom: 0px;
}</style><meta charset="utf-8"></head><body style="word-wrap: break-word;"><div class="jumbotron" style="max-width:500px"><div id="mainF" class="container text-center"><input id="Close" class="btn btn-primary" type="button" value="Confirm and close" onclick="closeDlg();"></div></div></body></html>
It displays my page just how I want but I need to pass parameters to it - call js function inside or something...
How do I do this?
Passing params inside url like this doesnt work, I get error 500
Xrm.Internal.openDialog("/WebResources/new_closePhoneCall_confirmed.html?param='value'"//... err 500Passing params inside url like this doesnt work, I get error 500
And also I see parameters 3 and 4 (I have them as nulls) in Xrm.Internal.openDialog() - what are they for? I can't find any description for them
As per business requirements and raising tickets with MSFT, we have to register a larger number of Trials every month (as they expire).
Unfortunately, seems like my account hit a limit, as the GUI for registering and verification does not allow any of my phone numbers anymore. The error message is:
"Sorry, we need additional information to verify your identity. Please contact Office 365 Support."
As we have currently multiple tickets open with MSFT, which needs to be verified on Trial instances, please help me resolve the issue.
Thanks in advance, Andras
Hi guys.
When I create a new invoice within the products I can insert a negative amount related to the quantity and then the amount becomes negative. How is it possible?
CRM2016
Just wondering if any one else has come across this
I have a custom entity with a two option field new_sendReport.
I have created a custom workflow to fire when new_sendreport is changed to a yes value. The workflow doesn't fire, however if i set the workflow as a 'on request' and click run workflow, if the new_sendmail is yes the workflow fires.
I'm sure to be missing something simple but am clueless as to what , any ideas?
Just curious, does anyone know if the Restart in the portal admin area does an IIS reset, or an app pool recycle? I am thinking the second one, but just wanted to understand fully what it's doing.
Hi,
We have CRM documents stored in SharePoint. I need to move them to a different SharePoint location and of course ensure they link up to the records in the same way. I don't really know where to start with this and not hugely familiar with SharePoint. Does anyone know of a tool to do this or where I should start?
Thanks,
Richard
Hi,
I have a handful of leads that are shooting back an error when i try to qualify them. What i understand is the process flow for these leads has been completed correctly, ie, the lead was qualified, an opportunity, contact and account was created from this qualification but the lead stayed at the "open" stage.
So now when i try to qualify the lead the system is thinking this has already been qualified (see error message stating active stage is not a lead) How can I get around this to mark these leads as qualified without creating a new contact, account etc and getting passed this error.
Thanks in advance for the help.
Full error message:
<s:Envelope xmlns:s="schemas.xmlsoap.org/.../envelope"><s:Body><s:Fault><faultcode>s:Client</faultcode><faultstring xml:lang="en-US">Active stage is not on 'Lead' entity.</faultstring><detail><OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts" xmlns:i="www.w3.org/.../XMLSchema-instance"><ActivityId>f1f4989c-6a97-4481-a088-bb1850c925f7</ActivityId><ErrorCode>-2147220970</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic"/><Message>Active stage is not on 'Lead' entity.</Message><Timestamp>2017-12-04T15:25:58.2449541Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true"/><InnerFault><ActivityId>f1f4989c-6a97-4481-a088-bb1850c925f7</ActivityId><ErrorCode>-2147220970</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic"/><Message>Active stage is not on 'Lead' entity.</Message><Timestamp>2017-12-04T15:25:58.2449541Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true"/><InnerFault i:nil="true"/><OriginalException i:nil="true"/><TraceText i:nil="true"/></InnerFault><OriginalException i:nil="true"/><TraceText i:nil="true"/></OrganizationServiceFault></detail></s:Fault></s:Body></s:Envelope>
I switched our Dynamics CRM deployment from Windows Auth to Claims Auth. We do not yet have an IFD setup, and ADFS is running on a separate server.
Users can access CRM without any issues, but we're experiencing issues with our Email Router. All of our configurations are the same, except now we reference https instead of http for our CRM endpoint.
We're seeing the following error whenever we try clicking "Load Data" within the Email Router Configuration Manager.
Has anyone else seen this before?
We're running CRM 2016 On Prem with the latest updates.
How can we default a email template in Dynamics 365?
We want users to use a email template which includes merge fields from the case form, but we are finding user shave to manualy insert the template - can we default this in any way?
hello
we have a subscribe queue , whereby the website subscriptions drop into the queue as an email
however the description page is html and therefore when exporting to excel the field is full of characters.
for now we are manually converting each email one by one into an excel file which the details from the description field so these can be imported as contacts.
is there any way of exporting these emails without these html special characters? or in excel format that field please?
any suggestions would be great
thanks in advance
Hi, I am trying to sort optionset items in alphabetical order through javascript, but it didn't work with "array.sort()", then how should I achieve this?
Is there a way I could make a comment box show based on the selection I choose for example I have the following options in my picklist
Apple
Orange
Pear
Banana
Lets say I want the comment box to show when I choose Pear and Banana, upon selection I will need the comment box to appear and be required.
Is this possible?
Thanks,
Hi,
I am trying to do Telephone Integration with dynamic crm in the part of integration I installed 3cx for phone in VM. I added Microsoft dynamic crm Plugin also.but I am not able to check Enable Integartion in (Extension =>edit =>Integrations). here I mentioned the screen shot also.Please suggest me how to resolve this issue. please.. Thanks in Advance.
Hello,
I am going to be updating our CRM 2016 on premise environment early next year and will be upgrading to 365 on premise. Is there someplace that I can go or does anyone have the steps as to what things need to be done before the upgrade, during the upgrade and after the upgrade? Also, what about custom entities and Contract entities, Contract line entities? I understand these are going away and being putt into Entitlements. What does that mean for us with moving to 365?
Thank you for your time.
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