I have an aspx page in account form with some data in the aspx page. And Account is having Custom Field as Status with values InProgress,Registered, Rejected . So onsave of account form if the Custom Field status is Registered or Rejected then i need to send aspx updated data to the same aspx page. in the aspx page i will use external system api then i will send these updated data to that external api.

How to achieve this. Any suggestions please.

Thank you.

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How to add onkeypress event in CRM 2015 using supported javascript

January 27, 2016, 2:26 am

≫ Next: Authentication via Facebook Login and ADFS

≪ Previous: Trigger Action from CRM Form to aspx Page

Hi,

Is there is any supported way to add onkeypress event in CRM 2015.

I don't want to use document.getElementByid.

Any help is appreciated.

Thanks in Advance.

Nausher

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Authentication via Facebook Login and ADFS

January 27, 2016, 2:28 am

≫ Next: Yammer integration with MSCRM 2015

≪ Previous: How to add onkeypress event in CRM 2015 using supported javascript

Hello everybody,

I am using the current version of Dynamics CRM Online and I want my users to be able to authenticate with Facebook Login and ADFS. I imagine the user going to the website. Then, there should be a first check if the user is already authenticated with ADFS. If so, he gets access to the CRM system. If not, he will be redericted to a Facebook login box. If he's already authenticated with Facebook, he gets access to the CRM system. Otherwise he would have to authenticate with Facebook and then gets access.

So, how is that possible? I guess, I would need to setup an ACS to do this. What else would I need? Which components would I need to set up and how would they all work together?

Thank you!

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Yammer integration with MSCRM 2015

January 27, 2016, 2:29 am

≫ Next: Setting different roles when exporting and reading.

≪ Previous: Authentication via Facebook Login and ADFS

Hi All,

We are trying to configure yammer in MSCRM 2015.Our aim is to connect Yammer through MSCRM 2015 so that we can connect our application to social network and fetch customer details from Yammer to CRM.

Due to network restriction we are unable to use the OOTB yammer configuration provided by MSCRM 2015.

So we will be using Yammer provided REST APIs to consume data from Yammer from your application

1:-Creating app in Yammer

2:-Generating the Client ID, Client secret to call the details from yammer to CRM

3:-Authenticating in Yammer for a particular user

4:-Use Rest Api(https://developer.yammer.com/docs/usersjson) to create leads details in CRM.

We are done with the first 2 steps ..Please share some valuable information to accomplish the remaining steps(3rd and 4th step)

Regards,

Babu

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Setting different roles when exporting and reading.

January 27, 2016, 2:39 am

≫ Next: CRM 2015 Online Support

≪ Previous: Yammer integration with MSCRM 2015

A special request from my client.

Users can view accounts’ data in whole organization.

However, users can only export accounts’ data belong their own department when exporting.

This is a strange request but I have to be satisfied with this commercial issue.

What should I do?

I am looking forward to your comments.

Thanks

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CRM 2015 Online Support

January 27, 2016, 2:47 am

≫ Next: DateTime field: Removing options from Time dropdownlist

≪ Previous: Setting different roles when exporting and reading.

Hi,

How long I can stay on CRM 2015 online version. We are not ready yet for 2016 online version. Can we stick to CRM 2015 online version as long as we wish?

Any help is appreciated.

Thanks,

Hari

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DateTime field: Removing options from Time dropdownlist

January 27, 2016, 2:49 am

≫ Next: Subscription system entity

≪ Previous: CRM 2015 Online Support

Hello,

In my Phonecall records, I have a field "Due Date", which is a date time field, with the time dropdownlist showing times from 12:00 AM till 11:30 PM. It seems that I will never need to use values from 12:00 AM till 9:00 AM and from 8:00 PM to 11:30 PM Is there a way i can remove these values from the time dropdown using javascript or any other method?

Thanks,

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Subscription system entity

January 27, 2016, 2:58 am

≫ Next: Use of social In-site in CRM-2016

≪ Previous: DateTime field: Removing options from Time dropdownlist

Have just had a customer say they've had a load of records disassociated from the system entity Subscription. I can't find any information about what that system entity does, or what could cause that disassociation.

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Use of social In-site in CRM-2016

January 27, 2016, 3:13 am

≫ Next: Read only Security Role issue

≪ Previous: Subscription system entity

Hi all,

Just started with CRM 2016(On-Permises) and in that found that social Insights in the customization found that Every form has a social Insights. How to use that effectively.

Also to that i want to link the social Account (eg: linkedIn or facebook) to it so that it will be easy for users to view those contact profile in CRM . So how to achieve that any help would be grate

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Read only Security Role issue

January 27, 2016, 3:46 am

≫ Next: Edit Custom Fields of Emails from Outlook

≪ Previous: Use of social In-site in CRM-2016

We have Automatic Case Creation and Update Rules enabled. This rule is creating Case. We have one Org level Read only Security Roles.

when the Case is opened by this user for the first time we are getting below error:

--------------------------------------------------------------------------------------------------------

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Principal user (Id=a9ec6860-e9b3-e511-80e0-6c3be5a8ab90, type=8) is missing prvWriteIncident privilege (Id=7b26693f-1c0c-4e87-8918-f4cc7d219d70)Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ErrorCode>-2147220960</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>Principal user (Id=a9ec6860-e9b3-e511-80e0-6c3be5a8ab90, type=8) is missing prvWriteIncident privilege (Id=7b26693f-1c0c-4e87-8918-f4cc7d219d70)</Message>
<Timestamp>2016-01-27T11:11:02.0425641Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>

--------------------------------------------------------------------------------------------------------

As per our analysis it is trying to update Traversal Path, Process id, Stage Id after the Case is created so this Security Role is having Read only it is throwing this error.

we tried updating Traversal Path, Process id, Stage Id using Post-operation and Asynchronous Execution mode(Run in User's Context: System Admin) Plugin but it is not triggering.

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Edit Custom Fields of Emails from Outlook

January 27, 2016, 3:46 am

≫ Next: difference between organisation create and Users create role

≪ Previous: Read only Security Role issue

I'have added custom fields (two options box) into the Email entity. This fields are editable from the "CRM Fields" view in Outlook.

Now, from what I know, Custom fields are only editable when the mail is Open.

That means those fields are not editable once the mail is sent or when a mail is received. In these two cases, we cann't set the fields.

Is there anyway to keep them editable and be able to edit this fields (and save the email) even for sent or received e-mail?

Thanks a lot

↧

difference between organisation create and Users create role

January 27, 2016, 3:59 am

≫ Next: how to configure mail server in online

≪ Previous: Edit Custom Fields of Emails from Outlook

Hello All,

Can any one know what is the difference between organisation create and Users create role.

here organisation and user is security roles they have create permission.

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how to configure mail server in online

January 27, 2016, 4:04 am

≫ Next: What is the best way to link Products to Activities

≪ Previous: difference between organisation create and Users create role

Hello All,

Recently i had created account in CRM on-line 2016 version.

For learning purpose i want to integrate mail server with it,please suggest me how i can do it.so i can send or receive mail from the server.I am using gmail server now for testing.

Once it will done i'll move to my live environment.

please suggest me.

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What is the best way to link Products to Activities

January 27, 2016, 4:13 am

≫ Next: Error when exporting dynamic marketing list members to Excel on CRM2015

≪ Previous: how to configure mail server in online

Hello,

In my company they want to have a link to one or more products in every activity(meeting, email....). This to be able to create reports like "How many Emails related to the Product X".

To keep things as simple as possible for the sales (Only click one button and use lookup...), I was asked to create a checkbox for each product into the Email Entity.

The "CRM fields" from Outlook looks as follow:

What is the problems of this solution:

Adding, Changing or Removing one product require to update all activities (email, meetings..) manually (and be sure to be in line).
Users can't edit the custom fields once the e-mail is sent (or from received emails).
Value of related products from response emails are obviously not set to the values of the sent e-mail, while the topic is still related to the same products.
Custom fields are lost if we use a "Server Side Synchronization" setting.

What is the best way to resolve this problematic (Be able to resolve 2 and 3 at least) ?

Keep in mind, that the process of linking the products to the activity should be really easy and fast for the users.

Thanks a lot!!!

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Error when exporting dynamic marketing list members to Excel on CRM2015

January 27, 2016, 4:21 am

≫ Next: Server-side email tracking

≪ Previous: What is the best way to link Products to Activities

Hello,

I tested all out CRM 2015 deployments. It is not possible to Export a dynamic worksheet. I tested it also on crm 2011, 2013. It worked fine.

On CRM 2016 and CRM online it is not possible anymore to export dynamic worksheets.

CRM2015

select the columns and click on Export, then this error occurs:

nothing in the error log or someplace else.

CRM online

could it be that Microsoft deprecated this funktionality on Marketing list?

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Server-side email tracking

January 27, 2016, 4:32 am

≫ Next: CRM Tablet App

≪ Previous: Error when exporting dynamic marketing list members to Excel on CRM2015

When enabling server-side sync for our users I find that CRM syncs emails relating to inactive contacts as well as active. Is this by design? How could I configure CRM so that inactive contact records are ignored during the auto-sync process?

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CRM Tablet App

January 27, 2016, 5:13 am

≫ Next: Personal/User Charts

≪ Previous: Server-side email tracking

Dears

I configured the Claim-Based authentication and IFD on 2 test servers one host CRM server 2015 and the other 2016 on-premises and I'm not able to connect with Ipad the app trying to load with welcom screen and never loaded without any error messages

I enabled CRM app loging from IPad and get the below errors

2016-01-26 15:27:32 +0000 [ERROR]: Telemetry Reporter: End Point Not Set. Dumping Event Data. | [{"ActivityId":"","EventName":"Authentication_Trace","EventValues":{"Message":"Authentication: Entering

Could anybody help me

↧

Personal/User Charts

January 27, 2016, 5:36 am

≫ Next: Downgrade CRM version

≪ Previous: CRM Tablet App

Hi,

How to find personal chart owner in CRM online version?

Any help is appreciated.

Thanks,

Hari.

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