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List Tool tab is not appearing in Case entity on Advance find view in CRM 2013

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Hello experts,

I am facing issue on production environment that List Tool tab is not appearing in Case entity on Advance find view in CRM 2013.

I am trying to access this functionality as System Administrator.(full access). The same functionality is working on UAT system however it is not working on production.

Environment details: CRM 2013 on-premises.

On developer tools, console section I am getting below error.

Thanks Swapnil


New Card Form Not Available to other Users

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I have a custom Activities entity that is displayed in an activities panel on the prime entity Information form.  I have created a new Card form for the activity entity and have set this to be used to display the activity entity details that are required in the control sub grid.  When I view the form as my user (Admin) all looks fine, however oher users don't appear to have the card form available because the information nominated is not displayed.  If I change the card back to the Information card (system default) all works perfectly (except that it has locked fields that I don't need displayed - hence the new card).  It appears to be a permissions problem or perhaps a "Personal Form??" issue.  Can somebody suggest where I need to look.

Delete Audit history by entity?

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Hi CRM World,

Can we delete the audit history by entity? I searched CRM SDK and found only one method: 

DeleteAuditDataRequest which is used to delete all audit history inside a partition (a quarter of year as per CRM) before a 
a given end date.

I am exploring if we have any other method to delete audit history only for a particular entity? Or is there any other method
to achieve this?

I am on Dynamics 365 Online.

Plug-in execution failed because no Sandbox Hosts are currently available - Dynamics 365 - Online

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Hi all,

We are getting the below exception when the plugin executes - we started getting this error from yesterday. Any clue what could be the reason and how to fix it? We are using Dynamics 365 - Onlinehttps://XXXX.crm8.dynamics.com

The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running.

 

Thanks.

Make use of the Dynamics 365 Knowledge base search from 3rd party site

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Hi

Does anyone know if its possible to effectively search the Dynamics Knowledge Base from the 3rd party web site, in our case it would be out intranet? We would have a search box on the intranet and it would search the KB in Dynamics.

Thanks

Steven

Add KnowledgeArticle Entity to web-based applications. New, edit, etc. buttons do not appear in the command bar

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Using the application's web form, the following prompt appears. Can it be deleted?

If you use the Unified Interface application, you will not have the above problem. Can you implement it in web-based applications? I don't want to add new and changes to the Unified Interface application.

Forgive me for not very good English

Sorting Notes Activities based on a Custom field inside Note

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Hi,

My requirement is that i want to sort Notes not on the basis of modified date of system in descending order .Infact, i want it to get sorted on the basis of a custom field inside Note.Sorting is to be done inside Activities section in Contact.

Is it possible to do it ?

Thanks,

dynamically change the description of a field

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Hi everyone,

I have a requirement where we need to change the description of the probability field dynamically based on the sales stage value. For example, the description for probability should be "within the range 10% to 20%" on solution stage and the description should change to "within the range 30% to 40%" on the proof stage.

Is there any way on how I can achieve this? 
Any links to tutorials or steps to achieve this would be helpful!

Thanks in Advance!


Parent Account field in account record not letting me map in Case record

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Hi experts

I have an out of the field in the account record called "Parent Account". I have also created another "Parent Account" field in the case record so that when the user chooses the customer, they can also see the parent account. 

For this requirement, I would like to map the parent account field in account entity to the parent account field in the case entity. But when I create the field the system creates a relationship itself and doesnt let me change it. 

How can I change the mapping? Or is there another approach to take for this?

Thanks,

Jon

The field you are trying to remove is locked and cannot be removed opportunity form

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Hi All,

The field you are trying to remove is locked and cannot be removed opportunity form.

Any Idea ?

Note :-  Also find attachment for the field you are trying to remove is locked and cannot be removed.

Get the api

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How can i get the api of particular entity like account?

Unable to import a solution from one instance to other

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Hi All,

When I try to import a solution from one instance to another, I am getting the error as shown below.

When I download the log file, it is showing the error as 

Cannot add Attribute with id (24e4749f-9c63-43d9-933a-e64634d09270) to solution (2551326a-8702-4bea-8fe1-6d9a9fd7e032) because it does not exist.

Please guide me in solving this issue. Any help is appreciated.

How to get logged in details of all Crm Users

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Hi All,

My Crm system has around 100 users in which some are disabled. I want to get the list of last logged in of all Users? When they are last loggin crm?

How to use filter on link entity

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Hey,
I'm trying to get a product records according to linkentity filtering, I need to get all products that has Active productstatus and the linked phonecall category is fun and not open:

AKA : PRODUCT - (productstatus = Active)& (linkedphonecallcategory = fun && linkedphonecallstatus != open)

when I run my current query, the results I get are without the liked entity filter... I don't understand why.
That's my code:

QueryExpression query = new QueryExpression("product");
query.Criteria.AddCondition(new ConditionExpression("productstatus", ConditionOperator.Equal, 0));
query.ColumnSet = new ColumnSet("product");
LinkEntity phoneCallLink = new LinkEntity("product", "phonecall", "productid", "regardingobjectid", JoinOperator.LeftOuter);
FilterExpression filter1 = new FilterExpression(LogicalOperator.And);
filter1.Conditions.Add(new ConditionExpression("phonecallcategory", ConditionOperator.Equal, GetConfigByKey("fun")));
filter1.Conditions.Add(new ConditionExpression("statecode", ConditionOperator.NotEqual, 0));
phoneCallLink.LinkCriteria = filter1;
phoneCallLink.EntityAlias = "products";
EntityCollection AllProductsWithSpecificCallsNotOpen = new EntityCollection();

CTI for All Logs?

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Hi Gurus',

Please tell me the best approach for CTI to have all kind of logs and pop ups with MS CRM 2016


Error when qualifying leads

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I have a user that gets an error message when trying to qualify leads.

The content of the error message is:

<s:Envelope xmlns:s="schemas.xmlsoap.org/.../envelope"><s:Body><s:Fault><faultcode>s:Client</faultcode><faultstring xmlns:xml="www.w3.org/.../namespace" xml:lang="en-US">There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing.</faultstring><detail><OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts" xmlns:i="www.w3.org/.../XMLSchema-instance"><ActivityId>f5078c52-acd7-40e9-822f-0777f5b0c07c</ActivityId><ErrorCode>-2147220911</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" /><Message>There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing.</Message><Timestamp>2018-04-18T14:42:36.707235Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true" /><InnerFault><ActivityId>f5078c52-acd7-40e9-822f-0777f5b0c07c</ActivityId><ErrorCode>-2147220911</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic" /><Message>There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing.</Message><Timestamp>2018-04-18T14:42:36.707235Z</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>

We have the following plugins enabled:

I really don't know what plugin could be causing this, also we have the CRM Online version 8.2!

Thanks in advance!

I can provide more details if you want!

MSCRMWorkflowUtilities - IFD Internal Email Req

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Anyone got a solution for this?

We are IFD and our emails contain Hyperlinks that try to go to external address rather than the internal one.

This prompts user with login page which is not desired behavior. I found that the above library has an internal URL function but is archived with codeplex, wondered if anyone has a link to solution valid for CRM 2015 Sp1?

Alternatively how else can I get around this issue please.

How to get site name of organization?

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Hi Experts,

I want to know about my site name i.e. organization firm name. How to get?

Please give me suggestion.

Thanks in advance.

How to export Posts of entities in CRM

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Hi All,

How to export Posts of entities in CRM

is it possible ?(Advance find or etc)

So something like this :-

Thanks

retrieve the child account fields(Name, Address1_Latitude, Address1_Longitude) under the parent account

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I am sharing a code of retrieve the child account under the parent account using WEB API. So please can anyone tell me the error.


function retireveAllChildAccounts() {
var parentaccountId = window.parent.Xrm.Page.getAttribute('parentaccountid').getValue();
var req = new XMLHttpRequest();
req.open("GET", window.parent.Xrm.Page.context.getClientUrl() + "celebdrbsystem.api.crm8.dynamics.com/.../accounts$select=Name,Address1_City,Address1_Latitude,Address1_Longitude" + "&$filter=ParentAccountId/Id eq guid" + parentaccountId + "", false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");
req.setRequestHeader("Prefer", "odata.maxpagesize=10");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var AccountName = results.value[i]["Name"];
var AccountName_formatted = results.value[i]["AccountName@OData.Community.Display.V1.FormattedValue"];
var Address1_City = results.value[i]["Address1_City"];
var Address1_City_formatted = results.value[i]["Address1_City@OData.Community.Display.V1.FormattedValue"];
var Address1_Latitude = results.value[i]["Address1_Latitude"];
var Address1_Latitude_formatted = results.value[i]["Address1_Latitude@OData.Community.Display.V1.FormattedValue"];
var Address1_Longitude = results.value[i]["Address1_Longitude"];
var Address1_Longitude_formatted = results.value[i]["Address1_Longitude@OData.Community.Display.V1.FormattedValue"];
}
}
else {
alert(this.statusText);
}
}
};
req.send();
}

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