Hello,
I need to make an upgrade of our CRM, but need to downgrade it, because changed the version.
I mean I had a CRM 2011 Professional, I need to have CRM 2011 workgroup
then I'll update to the 2015 version.
It's possible?
Thanks
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Downgrade CRM version
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Block Files without extension
Hi,
Is there any way to block attachment files with no extensions, since CRM only allows to set the file extensions to be blocked. But what about files with no extensions?
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Business rules
Hi all,
In the case entity, I have several custom fields.
I have a business rule that sets them to visible IF a certain case type is selected.
if NOT, then the several fields are set to not visible.
My issue is that roughly half of the fields are never affected byt the rule, they simply do not auto hide, they show regardless of the case type.
Business rule is set to 'All forms'
There is no reason that I can see as to why this happens.
Is there a limit on each form as to the number of fields that can be affected by a rule?
Many thanks
David
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CRM Reports with SSAS connection to datasource
Hi all,
I have created a report in visual studio that connects to a datasource using a SSAS connection. The report runs fine here as below:
but as soon as i inport this .rdl file into CRM 2015 i get the dreaded error:
can you advise on what the difference is running from VS to running in CRM?
Thanks
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How to put the products list in email template type Quote
i think is clear my question, y would like to see the product details on the email that i sent to the client using workflows
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How to set lookup value with business-rule in CRM 2016
Hi all!
I've got strange behavior of business-rule in crm 2016.
I create a simple business-rule to set any lookup field value.
For example - if Company contains data then set Contact to value Contact1
After that I get a proplem - the record after creating or any change is permanently unsaved. No error message appears.
I can press "save record" a lot of times, the changes will be saved, but at the same moment the record becomes unsaved again.
The only decision to make the record saved is to set Contact to value Contact1 manually. But after changing any field and saving the change, the record becomes permanently unsaved again.
I've tried different CRM 2016, different entities and fields, each time I get an error of unsaved record....
I didn't have such problem in CRM 2015.
Any ideas?
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Adding Opportunity Products to Email notifications
Hello,
I am working on an email notification triggered by field changes on an opportunity record. This notification is supposed to pull in the opportunity products that have been associated with the opportunity. Querying on or exposing opportunity products has been a known limitation of Dynamics CRM. Has anyone found a workaround to doing this? My end goal is to be able to send email notifications with product information to the users or contacts listed on the opportunity. Any suggestions or feedback would be appreciated.
Thanks.
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Authentication w/ web services - MS Dynamics 2016 API
Hi,
I need to create a node.js service that can query MS Dynamics CRM for data regarding contacts (kind of a bridge on top of the Dynamics Web API). I have read the documentation but I am confused as to which authentication protocol I should use.
I see references to OData, REST and SOAP. If I want to use OAuth, should I first declare my web service following these instructions? https://msdn.microsoft.com/en-us/library/dn531010.aspx
I see lots of references to ADAL to connect via Azure to the online version of MS Dynamics.
Could you point me to the right location on how to get started with a premise version of MS Dynamics?
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location of file attachments
(sorry - new admin trying to figure things out) - we're upgrading to CRM 2015 from our current CRM (it's many many years old). everything was imported/migrated into the new CRM with no apparent errors. but i can't figure out something . . . in the old (and still current) crm, if you attach a file (to an account, lead, or whatever), the file is added to the database; specifically, the dbo.AnnotationBase table. so when I look in this table, i see that there are thousands of records in this table. however, after migrating to the new CRM, i can't seem to find those file attachments when i look in that table - there are a handful of records in this table, but nowhere near what's in our old database table. is there another table that houses the file attachments now? i'm not sure where i can look to find them (if they exist). i even added a test file attachment and can't find it in the AnnotationBase table.
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OrganizationService error "Expected non-empty string. Parameter name: authenticationInfo"
Hi, all.
I am using custom WCF Service which invokes OrganizationService.Create method.
When I am using it from visual studio debug - it works well and successfully returns me guid of created record.
But when I am trying to call the same service hosted at IIS - it returns a strange error.
<s:Envelope xmlns:s="schemas.xmlsoap.org/.../envelope">
<s:Body>
<s:Fault>
<faultcode xmlns:a="schemas.microsoft.com/.../dispatcher">a:InternalServiceFault</faultcode>
<faultstring xml:lang="ru-RU">Expected non-empty string.</faultstring>
<detail>
<ExceptionDetail xmlns="schemas.datacontract.org/.../System.ServiceModel" xmlns:i="www.w3.org/.../XMLSchema-instance">
<HelpLink i:nil="true"/>
<InnerException>
<HelpLink i:nil="true"/>
<InnerException i:nil="true"/>
<Message>Expected non-empty string.
Parameter name: authenticationInfo</Message>
<StackTrace i:nil="true"/>
<Type>System.ArgumentException</Type>
</InnerException>
<Message>Expected non-empty string.</Message>
<StackTrace>at Microsoft.Crm.Exceptions.ThrowIfEmpty(String value, String parameterName)
at Microsoft.Crm.Authentication.UserManagementFactory.ValidateSpecialUser(String authenticationInfo, Guid organizationId)
at Microsoft.Crm.Authentication.UserIdentityAuthorizationManager.ValidateSpecialUser(String authenticationInfo, Guid organizationId)
at Microsoft.Crm.Authentication.ClaimsIdentityAuthorizationManager.CheckAccess(AuthorizationContext context)
at Microsoft.Crm.Authentication.WindowsIdentityAuthorizationManager.Authenticate(OperationContext operationContext)
at Microsoft.Crm.Authentication.WindowsIdentityAuthorizationManager.CheckAccessCore(OperationContext operationContext)
at System.ServiceModel.Dispatcher.AuthorizationBehavior.Authorize(MessageRpc& rpc)
at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage11(MessageRpc& rpc)
at System.ServiceModel.Dispatcher.MessageRpc.Process(Boolean isOperationContextSet)</StackTrace>
<Type>Microsoft.Crm.CrmArgumentException</Type>
</ExceptionDetail>
</detail>
</s:Fault>
</s:Body>
</s:Envelope>
I checked it and found - this exception comes from OrganizationService.
What can be the reason of such behaviour? Any ideas?
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CRM Connector? - Other Core CRM Application Dependencies
Hi we are new to CRM, I am trying to create and run sales reports but I am getting an error which is pointing back to us not having reporting services running on the SQL server.
(Reports cannot be run because the Connector for Microsoft SQL Server Reporting Services, a required component for reporting, is not installed on the server that is running Microsoft SQL Server Reporting Services.)
Can you please tell me if this is an actual requirement in order to run basic pipeline reporting? Is this pertaining to us not having Connector installed? And if so, are there any other CRM dependencies with Connector such as importing from 3rd party application data which I am already somewhat aware of.
Thanks in Advance!
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Generating and distributing Service Report to customer
I'm looking for thoughts and experience with generating a service report for a customer from CRM/FieldOne. Our proposed process is as follows:
Tech arrives onsite, interacts with FieldOne using his phone/tablet/laptop. At the end of service he creates and prints/emails service report to customer. The service report will contain general information about the Work Order, pictures of the service performed, possibly grids of service tasks performed, products used and finally a customer signature.
1. What options are available if the tech is not able to be online/connected? Is it possible to perform the above service report from the Resco client on the tech's phone/tablet?
2. Do you have any best practices or examples of successfully service reports you can share?
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Edit FetchXML query in Excel Dynamic Spreadsheet
I working on creating an excel report for CRM Online. I have exported a dynamic worksheet from CRM - all working fine in Excel. I would however like to edit the fetch XML in Excel because the advanced find does not have the capabilities I need. The issue is that I can not find the fetch XML in Excel.
Any help would be much appreciated.
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ColumnLabelStyle - Label at the base of the column instead of at the top of it
Hi, relentlessly I've searched the Internet for a way to display the labels of a column chart series at the base of the column instead of at the top of it.
What am I missing?
<Series ChartType="Column" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40, LabelStyle=xxx">
</Series>
If you know the syntax for it, please let me know :)
Thanks
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Bulk Update of Contact Records not updating Owner field
Hi there,
I am using Dynamic CRM 2015 on-site and am trying to perform a bulk update of Contact records. However, I am having issues getting the owner field to update - it seems to ignore the updated value.
I am exporting in to Excel from a view using the "Dynamic Worksheet" and adding the Owner field to ensure this is exported. I then export to Excel successfully.
I open the Excel file and change the value of the Owner field in one row to the Full Name of another User in the system.
When I then import the data via the wizard, the job finishes successfully but the Owner field remains unchanged.
Has anyone seen this before? I've run out of ideas.
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Error checking in C#
what is the easiest way to check if a field value is null or nothing is returned in a collection? Try catch works for one or two fields, but I have like 15 that I need to use to create the sales order entity.
I want to be able to create an order entity even though there's no value and not break in the middle of the code. Is there a function I can use for each field without too much hassel?
Sample code:
This gets the account id by looking up the name of the customer.
var account = GetEntityCollection(_service, "account", "name", customerid, new ColumnSet("accountid", "name", "defaultpricelevelid"));
Guid accountId = (Guid)account[0].Id;
salesorder["customerid"] = new EntityReference("account", new Guid(accountId.ToString()));
private static EntityCollection GetEntityCollection(IOrganizationService service, string entityName, string attributeName, string attributeValue, ColumnSet cols)
{
QueryExpression query = new QueryExpression
{
EntityName = entityName,
ColumnSet = cols,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = attributeName,
Operator = ConditionOperator.Equal,
Values = { attributeValue }
}
}
}
};
return service.RetrieveMultiple(query);
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Rounding Error Calculated Fields
I have a fee calculation tool that is incorrectly calculating a % due to a rounding error. Basically the calculation is fees/assets*100=fee % The specific calculation in this case is (184,817.73/132,012,665)*100 but the system calculates to .13 instead of .14. Even if I set the decimal precision to 4, it shows .1300
What can I do to fix this?
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Inbox syncing with CRM instance
We have a user who's entire Inbox is syncing with CRM and we cannot determine why. Their mailbox is setup like other users. Other users are able to read their mail. Anyone have a good idea on where to turn this off?
Thanks
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USD agent script before a session starts?
I wish to start the Agent Script before a contact is selected from the quick find search. This so we can make consistent the welcome and pre-validation customer experience.
Problem is the Agent Scripting hosted control cannot be launched until there is an active session.
I've tried creating a dummy session (not in any CRM context) and then opening a new session once the contact is selected, problem is closing the dummy.
I'm trying to fire an action call SessionTabs / CloseSession but it doesn't seem to respect the SessionId parameter I am passing, for the dummy session I wish to close.
Two questions:
1. What might I be doing wrong?
2. What do others do to handle welcome/ pre-validation scripts?
Thanks in advance
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Fantasy Sales Team - User population
I currently have our CRM instance authorized and connected using the credentials provided in the Fantasy Sales dashboard settings.
For some reason when attempting to set up a new game (by adding users prior to) it does not display any of our users in CRM active, or inactive.
If the system is already connected, and previous data has been removed and refreshed, what are the steps in order to add users?
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