Hi,
I'm trying to create a child opportunity and I want that all he elements of the parent opportunity follow. Is it possible?
Thanks
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Child Opportunity
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Connector for Microsoft Dynamics for Microsoft Dynamics NAV
Hi
I am trying to Install Connector for Microsoft Dynamics for Microsoft Dynamics NAV on the System where SQ: server Ver. Microsoft SQL Server 2017 (RTM) - 14.0.1000.169 (X64)
My CRM is installed on another system
when I try to install
I am getting the following
-----------------------
Product: Connector for Microsoft Dynamics --
DeployDacPac threw an exception: Microsoft.SqlServer.Dac.DacServicesException:
Could not deploy package. ---> Microsoft.Data.Tools.Schema.Sql.Deployment.DeploymentFailedException:
Unable to connect to target server.
---------------------------------------
Please help me
Microsoft SQL Server 2017 (RTM) - 14.0.1000.169 (X64) Aug 22 2017 17:04:49 Copyright (C) 2017 Microsoft Corporation Enterprise Evaluation Edition (64-bit) on Windows Server 2012 R2 Standard 6.3 <X64> (Build 9600: ) (Hypervisor)
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Dynamics 365: Unified Interface: Inject FetchXml into Subgrid
Hello,
We have a sub-grid on the entity's form and the data of this sub-grid depends on some field's value.
To accomplish this we use
grid.control.SetParameter('fetchXml', query);where
grid is an HTML element of the sub-grid on the entity's form
query is a string which contains a fetch xml query with our field's value.
I know that it is an unsupported way and it works for Dynamics 365 CRM with classic UI but it doesn't work in the v.9 unified interface.
I have spent some time debugging internal CRM scripts and found out that there is a Microsoft.Crm.Client.Core.Storage.DataApi.ListQuery object. And I can call it's "set_FetchXml" function to inject my own fetch xml query into this grid. And it works. But I didn't find a way how to get this object from a sub-grid HTML element.
If anyone did research how to do it, please advise.
Thanks in advance.
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Can I logout user after a period time from mscrm 2016 on-prem ?
Hey I need to config my crm to my users (sso login) so after 10 mins not using the website they will automatically log off , how can I do that?
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Need to customize the sitemap based on the security roles
Need to customize the sitemap based on the security roles. for some security roles i need to hide the modules, and for some roles i have to hide the entities under the same module. I am using dynamics 365, i came to know there is a new way to do it. Help me?
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Workflow is email recipient contains...
Im trying to setup a seemingly simple condition for a workflow on the email entity, but i cant get it work. Its either always matching or never. The condition im looking for is if the "To" contains email1@domain1.com and email2@domain2.com. It should match if the two email addresses are in the "To", i dont care if other emails are there as well. It should not match if the only one of those are found. In my case, the recipient in the "To" is a Dynamics User, not a contact. Unfortunately, the workflow condition, doesn't offer a "contain", only "Contains Data". The other two options are Equals or Not Equals. So if i say "If Equals email1@domain1.com;email2@domain2.com", then its always matching, even the To only contains email1@domain1.com and not email2@domain2.com. If i say "If Equals email1@domain1.com, and another condition which would be True (the Owner, which would be different", then it never matches.
My condition currently looks like this (replaced the values with the fictional one). This is always matching, meaning, even if the To in the recipient is only email1@domain1.com or only email2@domain2.com.
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Populate a Contact Lookup Field from a QR Code Value
I've seen several posts about populating lookup fields using a QR code field value (such as a GUID). I had to find a way to populate a Contact lookup field using a QR Code as a means to take attendance at an event...1:N relationship from the custom event entity to contacts. I was using Google's QR Generator API to dynamically create unique QR Codes that are linked to from a customer service portal. Google's API for QR Generation can be accessed by using:
https://chart.googleapis.com/chart?chs=150x150&cht=qr&chl=[whatever string value you want to encode]
I found that most suggested answers for accomplishing the lookup field population involved a now deprecated HTTP Request function to perform a lookup action on the CRM (also involved using additional SDK libraries). In my case, however, I was able to completely bypass the use of an HTTP Request and additional libraries and instead directly set the necessary lookup field attributes: contact ID, contact display name (i.e. "John Smith"), and entity type (contact). Here is my custom JavaScript:
function QRValue_OnChange() {
var qrvalue = Xrm.Page.getAttribute("demo_attendeeqrvalue").getValue(); // the QR value
var splitqr;
if(qrvalue) {
splitqr=qrvalue.split("&");
setLookupValue(splitqr[0].replace("%20"," "),splitqr[1]);
}
}
function setLookupValue(lookupName, lookupId) {
var lookupData = new Array();
var lookupItem = new Object();
lookupItem.id = lookupId;
lookupItem.name = lookupName;
lookupItem.entityType = "contact";
lookupData[0] = lookupItem;
Xrm.Page.getAttribute("demo_attendee").setValue(lookupData); // the lookup field to populate
}
In this case, I encoded the contact's name followed by an ampersand (&) and then the contact's unique id. I used the & symbol as a means to later split the QR code into contact name and contact ID before passing the parameters to the lookup field set function. (I have a replace function call because spaces are usually encoded as '%20' in URLs.) This JS file runs onChange() of the QR field (Google how to set up a custom JS Web Resource File on a form). This strategy worked like a charm for our needs. Hope this helps someone! Let me know if it does so I can feel good :)
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Are the server requirements the same for CRM 2016 as they are for 365?
I was looking at the requirements for Dynamics 365 and really didn't see any differences between 2016 and 365 for server requirements. Am I missing something?
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Incorrect Pricelist for CRM On-Prem?
Hi,
On this page:
https://mbs.microsoft.com/partnersource/uk/pricing-ordering/price-sheets/dynCRMpricesheet
There is a pricelist for CRM On-Premises. But this pricelist doesn't match with the latest licensing guide
which suggests that CRM On-Prem is now licensed through application specific User CALs and not Basic, Professional and Essential user cals. Is this the correct version of this form?
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formContext issue with CRM 2016
Having an issue now...I have the following script: My page wont load. I have the "Pass execution context as first parameter" box checked in the onload event as well as on the RecordType field for the onchange event. Where am I going wrong?
function RecordTypeOnChange(executionContext)
{
var formContext = executionContext.getFormContext();
var RecordType = formContext.getAttribute("nhs_recordtype").getText();
var RequestType = formContext.getAttribute("nhs_requesttype").getText();
if (RecordType == null || RecordType =='undefined' || RecordType =='')
{
formContext.getControl("nhs_requesttype").clearOptions();
formContext.ui.tabs.get("tab_idcardandmemberbooklets").sections.get("tab_idcardandmemberbooklets_sec_MemberBookletComments").setVisible(true);
}
else if (RecordType != null && RecordType != 'undefined' && RecordType !='')
{
formContext.getControl("nhs_memberbookletstargetmaildate").setVisible(true);
formContext.ui.tabs.get("tab_idcardandmemberbooklets").sections.get("tab_idcardandmemberbooklets_sec_MemberBookletComments").setVisible(false);
formContext.ui.tabs.get("tab_idcardandmemberbooklets").sections.get("tab_idcardandmemberbooklets_sec_memberbooklets").setVisible(false);
formContext.ui.tabs.get("tab_idcardandmemberbooklets").sections.get("tab_idcardandmemberbooklets_sec_clientor3rdpartyidcardsrequests").setVisible(true);
formContext.ui.tabs.get("tab_idcardandmemberbooklets").sections.get("tab_idcardandmemberbooklets_sec_IDCardBranding").setVisible(false);
}
}
/**************************************************************
Function to call on Load
**************************************************************/
function RecordTypeOnLoad(executionContext)
{
RecordTypeOnChange(executionContext);
}
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How to change the language of workflow/process?
Hi Experts,
Do you have any idea on how to change the language of the custom workflow/process?
Thanks in advance for the help.
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Portal web form subgrid - stop responsive table layout on small screen size (mobile)
Hi all,
I have a web form step that displays my CRM form. The form contains a subgrid that on a normal desktop screen displays fine.
but when i resize the screen or display on a mobile device the bootstrap changes to display as below.
any way to prevent this? there is plenty of screen estate still so i want it to display as per desktop still.
Thanks in advance.
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Un-Hide "Switch Process" menu option
Hi,
I have successfully hidden the 'Switch Process' button using the Ribbon workbench (XrmToolBox CRM 365 CE v1.2018.1.20) but I cannot seem to un-hide it. I delete the hide actions message, publish and and open WorkBench but the button has not reappeared. I am using Dynamics 365 v1612(8.2.2.112) On-prem.
Any help would be much appreciated.
Regards
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Scheduling an Open Appointment on the 365 phone app
How would an end user Schedule an open appointment in the CRM 365 phone app? The Status field is locked.
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WARNING: Solution and Publisher Options are not available since your language does not match system base language.
"WARNING: Solution and Publisher Options are not available since your language does not match system base language."
i have got this error when i change the privilege for customization solution From Organization to BU in the security role
and when i verified the personal option -> language -> i have
can someone help me please?
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Workflow message not showing from editable grid
We have a workflow to ensure that a field cannot be changed if certain conditions are met. If this field is changed from an editable grid, the workflow is cancelled and the change gets discarded, as hoped - but the cancellation message we set does not show. It works fine in the regular form for the entity. Is this expected behaviour? Any way around it, if so?
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Javascript - checking a lookup value for null failing
Hi,
I am writing a odata request in a script which is retrieving the values that I need correctly. Problem is when the retrieved value is null, I am checking if the value is null or not before proceeding further but it ignores the if condition and enters the loop even though the value is null.
Country is a lookup field. Can someone please guide me through this? Thanks.
Here is my script:
function fillAppName()
{
debugger;
var formType= Xrm.Page.ui.getFormType();
if(formType==1)
{
var userId=Xrm.Page.context.getUserId();
var serverUrl;
if (Xrm.Page.context.getClientUrl !== undefined) {
serverUrl = Xrm.Page.context.getClientUrl();
} else {
serverUrl = Xrm.Page.context.getServerUrl();
}
var ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
var userRequest = new XMLHttpRequest();
userRequest.open("GET", ODataPath + "/SystemUserSet(guid'" + Xrm.Page.context.getUserId() + "')", false);
userRequest.setRequestHeader("Accept", "application/json");
userRequest.setRequestHeader("Content-Type", "application/json; charset=utf-8");
userRequest.send();
if (userRequest.status === 200) {
var retrievedUser = JSON.parse(userRequest.responseText).d;
var userApplication = retrievedUser.new_Application;
var userCountry=retrievedUser.new_country;
//return userFullName;
if(userApplication!=null){
var appValue=new Array();
appValue[0]=new Object();
appValue[0].id=userApplication.Id;
appValue[0].name=userApplication.Name;
appValue[0].entityType=userApplication.LogicalName;
Xrm.Page.getAttribute("new_application").setValue(appValue);
}
if(userCountry!=null && userApplication.Name!='xxxx')//it enters the loop here even if userCountry is null
{
var countryValue = new Array();
countryValue[0] = new Object();
countryValue[0].id = userCountry.Id;
countryValue[0].name = userCountry.Name;
countryValue[0].entityType = userCountry.LogicalName;
Xrm.Page.getAttribute("new_country").setValue(countryValue);
}
}
else {
return "error";
}
}
}Thanks for any help!
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"new_opportunity" cannot be upgraded by managed solution
Just in case somebody run into this error in Resourceplanning.
If you add a new entity to the scheduling board (like Opportunities) you can create the relationship directly in the form "Entities for Resourceplanning"
There you select the entity you want to add and the booking relationshsip and request relationship. If you have not prepared a relationship already it creates one for you called "new_Opportunity" ( or "new_YOURSELECTEDENTITY).
PROBLEM: This created an unmanaged relationship in a managed solution (the standard MSFT Resource Management Solution)
It all works fine until you customize something which has any relation to the scheduling entities and you want to import your solution as managed solution into the enviroment. Now you get an error that a unmanaged component cannot be overwritten by a managed component if the target is a standard solution. The error makes sense but as you have never built an unmanaged component in your environment it confuses completely.
What to do:
1) Create a relationship yourself in your dev environment and export it as managed into your target environment
2) Delete the entity from the list of activated entities in the setup assistant for "Activate Entities for Resource Planning". This will not delete all your bookings but do not book anything while this is deleted
3) Add you entity to the list of entities for resource planning ("Entities for resource planning")
4) While adding before save select in the two dropdown boxes the relationship you have imported before
Given the above you can now also import managed solution into environments where you have created a new relationshop
BUT: Unfortunatley during the last updates of Ressource Management from Microsoft the relationship was reset to "new_opportunity" As this relationship does not exist the plugin of the scheduling board cannot find it and you cannot book ressources as the booking area is inactive.
Now go back to the "entities for Resource Planning" and delete the entity again and set it up new with your own relationship. Scheduling board is running after that again.
However I raised a bug at Microsoft that this is overwritten and that this is an error.
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Azure Blob to Dynamics 365 using Azure Data Factory
Hi,
I was trying to create records from Azure Blob storage to Microsoft Dynamics 365 using Azure Data Factory. My question is Can we create related records in CRM and assign to the lookup field on the Primary entity?
Lets say "I have a line in File with all the information about Contact and Account entity. Can I create 2 records and assign the Account record to the Contact record using Azure Data Factory?"
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Setting the value of an Option set field in CRM 2016 with javascript
I am new to CRM so I can not solve the following.
I have a custom entity "Books". I have a field which is "numberofpages_prefix" integer, what I am trying to do is set the value of another option set field " complexity" with three options "easy" ,"medium" , "hard" depending on the number of pages entered. My event is set onChange and I keep getting the last else statement which is an error message instead of the options. I tried removing the else statement but I am still not getting the value set. Help would be very appreciated.
Here is my code:
function complexityChange ()
{
var pagesNumber = Xrm.Page.getAttribute("sonade_numberofpages").getValue();
var setComplexity = Xrm.Page.getAttribute("sonade_c");
if (pagesNumber > 0 && pagesNumber <= 99)
{
setComplexity.setValue("Easy");// also tried with the option value
}
if(pagesNumber > 99 && pagesNumber <= 299 )
{
setComplexity.setValue("Medium");// also tried with the option value
}
if(pagesNumber > 299)
{
setComplexity.setValue("Hard"); // also tried with the option value
}
else
{
Xrm.Page.getControl("sonade_numberofpages").setNotification("Pages number invalid");
}
}
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