Here's the deal, I have to add 10k+ price list items to 500+ price lists. Using SSIS from my client machine will take hundreds of hours.
Can anyone offer a framework where I can upload CSVs or something and run an ADF or something to avoid the internet lag?
Just pointing out the technology/jargon needed to find what I'm looking for would be wonderful.
TIA
Hi all
Please explain me different between Actual revenue value and Pipline net sales value?
While i am working with Opp i have a Pipline net sales value which depends on product items in the quote. And this value i will see in the Net sales report in the dashboard.
When i close Opp as won the system suggests me set Actual revenue value. If i set it, Papline net sales value will not change.
My question is - what is Actual revenue field value sense?
Hello,
I have following query in LINQ to LEFT JOIN same entity:
query = from a in orgSvcContext.CreateQuery("entity1")
join b in orgSvcContext.CreateQuery("entity1")
on new { v1 = a["field1"], v2 = a["field2"] } equals new { v1 = b["field2"], v2 = b["field1"] } into gr
from c_joined in gr.DefaultIfEmpty()
where c_joined["field0"] == null && (a["field1"].Equals(new Guid(@param)) || a["field2"].Equals(new Guid(@param)))
select a;
It complains the following error:
invalid 'join' condition. an entity member is invoking an invalid property or method
I refer from here: https://docs.microsoft.com/en-us/dotnet/csharp/linq/join-by-using-composite-keys
Anything wrong with my 'JOIN'? I have no problem if I just use:
on a["field1"] equals b["field2"]
Thanks in advance.
Dear All,
We have an Onpremise Environment that connects to CRM + ADFS + IFS.
If we tried to connect this environment in My Customer VPN/ Internet, I can able to access the organisation Successfully using Console application C#.
But, when we try to connect inside Server With the same code, we are getting "Organisation Service Proxy Null" Error.
I tried using Localhost or Https://URL/Orgnamr or Httsp://URL,
I can't figure out the Answer, can any one provide me the code for the same ? That would be really helpful, thanks in Advance.
VERSION : Dynamics 365 8.0 ( On premises)
Hi everyone
We have Dynamics 365 CE 9.0 Online environment with a plugin that being fired by an action message and the process sometimes takes over the 2 minutes.
Due to the limitation of the 2-minute timeout, the plugin throw an error.
I read that we can use Azure Functions in order to bypass Dynamics 365 CE 9.0 Online limitation of the 2-minute timeout.
My concern is:
Dynamics Plugins runs in transaction, if an error occurs during execution, the entire process is roll backed and no data will be persisted/updated. How can I achieve the same result within the Azure Function?
I'm looking to find the best solution.
Hi,
We are trying to download the 2 different documents from a single DocuSign Envelope using the Power Automate, however, both the documents are merged into a single document and then it downloaded.
Expected Solution: As per our requirement, we need to download both the document as a separate document instead of merged document.
Please refer the steps we are following to achieve this requirement.
Any help is highly appreciated.
Regards
Sandeep
The Document Associated Grid in the Dynamics solution I am working with appears to have been previously customised to hide/remove certain buttons from the ribbon. There is also another contextual button called Edit Properties.
None of these buttons appear in the Document Associated Grid - does anyone know how to re-instate/display them?
I have arelady opened the SharePointDocument entity in the RibbonWorkbench and observed HideCustomAction elements defined for these buttons. I selected Un-Hide and published the solution but the buttons still do not appear.
Can anyone help? Could this be a security role privileges issue?
Any suggestions gratefully received!
Power Portal not displaying all the field while trying to create record grid . This is the basic form of create record have three fields available but not displaying while trying to create.
Please any one can help on this .
Hi,
Inside the App Dynamics 365 for Marketing we have created a Web Page, containing a registration form for the users, nested inside our web Portal. When the form il filled, a Lead record is created.
Now, we decided to place this form on an external Host too, so that we have an additional channel through the users can register. After the registration a lead record is created too.
In this last case, we need to return somehow information to the external host about the Lead created, so that the host can perform a qualitative analysis on its systems about the record created through its host (e.g.: How many are the created records in total? How many the record coming from trusted servers? Ho many are fakes record?....etc etc)
We are thinking if is possible to return the Id number from Lead generated to the external host. Or, alternatively, insert into the html code of the web page a counter (or a pixel) that can track and return this information.
Is it possible to develop something similar?
Thanks
Luca
Hi
When I create a task in CRM, the task gets synced into Outlook. I can then see the task in the Outlook task-list and in Microsoft To-Do. Any changes (like changing closing date, acitivity status etc.) I make in CRM gets synced to Outlook.
But changes I make to the task in Outlook does not get synced to CRM. E.g. if I change the follow-up date or task status in Outlook, these changes will not show in CRM.
What is going on?
Best regards,
Andreas Mørck
Hi
I have created a custom task field named "Follow-up" task on our Lead form. We also have the field "Estimated Closing Date" on the Lead Form. When setting a date in the "Estimated Closing Date" field, a Follow-up task in CRM is automatically created (via a custom process). We then get a reminder for the Follow-up task in Outlook.
In Outlook, we can change the follow-up (closing) date or close the Follow-up task. The Follow-up task will then change date or close in CRM. But the "Estimated Closing Date" field on the Lead form will not show the new date, but will stick to the date that was originally set on the Lead form.
How can the "Estimated Closing Date" field on our Lead form show the date changes we make in Outlook?
Best regards,
Andreas
We are currently running CRM 2016 with ADFS 2.0. We are trying to setup MFA with Azure for CRM. How can this be accomplished?
I need to include in my JavaScript code, a check/test to detect if it is running on the Unified Interface Website (dynamicsorg.crm.dynamics.com) OR if its running on the Mobile App for IOS or Android.
I see something here https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/173636/how-to-test-the-crm-mobile-application-for-running-javascript?pifragment-97030=1 that talks about that, but the code listed does not seem to run or generate the alert within the mobile app?
What JavaScript code can I use or how can I "detect" if the current app is the D365 Mobile App installed on a Mobile Device OR if it's the Unified Interface/Web?
Im trying to improve the regex for email matching (Im not running the tracking token).
We have some case registration build (Custome entity). Each case get a unique increasing number. We send emails from that entity and use the unique number in the subject.
The problem is that when users answer the emails they are not always getting tracked. It can be many reasons, ex. addin small changes to the subject or adding additional contacts to the mail.
My idea was to improve the regex to leave anything out besides the unique case number -> maybe it should be "Case # Case number" (To make it more precise). The case number can be either 4 or 5 digits.
A typical subject could be: "Case # 4.2345 // Title from the case and maybe some other reference (33243)".
If that email is answered it can be "RE; Case # 4.2345 // Title from the case and maybe some other reference (33243)".
Or maybe a user also add something to the subject "RE: Case # 4.2345 // Title from the case and maybe some other reference (33243) users have now added a new number 45 that will typially break the matching".
The regex will then have have to filter anything out besides "Case # 4.2345 //" But i ca not get the regex working. Is it even possible to create such regex (As far as i understand it will have to filter out anything before "Case" and anything after the "number". (maybe the first time "//" appear that than be used to filter out anything after / to the right"). And yes if the user messes with the case number then it doesn't work - but that is acceptable.
Created a new field in CRM 365, for ex Column2
I would like to update all rows from Column2 to be equal to Column1, column 1 and column 2 have the same data type.
Would there any problem if we use sql scripts to update the new field?
SQL script to update Column2
Update Table A
Set Column2 = Column1
Would there any issues/risk in using SQL updates?
There are thousand of records to be updated, therefore using the supported method would take time.
We only need to update Column2 from Column1.
Hey! In my app I don't want no one to be able to create invoices. How do I disable that button? In permissions I turned that off and it did not work.
I am using Power Query to get data for a report from Dynamics CRM. The data I want is in the Opportunity table. Several of the fields I am interested come from choice fields and the values in the table for the options are numeric values. I want to know where to find the option descriptions.
For example, the SalesStage can have one of four values - 0, 1, 2, 3 for Qualify, Develop, Propose, and Close.
On my report I don't want to show 0, 1, 2, 3. I want to show Qualify, Develop, Propose, and Close. Of course I don't want to hard code the values in the report.
Where in the CRM database are the choice values stored?
Hey! So, I need help removing a button.
That image you have a button called "Criar" (create). I want to remove it. I want to only certain people be able to create/view the button. Already tryed RibbonWorkbench but I couldn't edit the solution because it has more than 5 entitites and it has forms, etc, etc. Can you please help me?
Scenario: On Account entity under details tab when i am setting donotfax=allow, on bottom down in contacts right click new contact which opens quick create form and in contact quick create form when i am changing account name which is a lookup field email field should be mandatory that is set required level is required pasting down the code
function emailvisibility(executionContext) {
debugger;
var accountName;
var formContext = executionContext.getFormContext();
if (formContext.getAttribute("parentcustomerid").getValue() != null) {
accountName = formContext.getAttribute("parentcustomerid");
if (accountName != null && accountName != undefined) {
var id = formContext.getAttribute("parentcustomerid").getValue()[0].id.slice(1, -1);
var name = formContext.getAttribute("parentcustomerid").getValue()[0].name;
var EntityType = formContext.getAttribute("parentcustomerid").getValue()[0].EntityType;
Xrm.WebApi.online.retrieveRecord("account", id, "?$select=donotfax,name").then(
function success(result) {
var id = result["id"];
var donotfax = result["donotfax"];
var donotfax_formatted = result["donotfax@OData.Community.Display.V1.FormattedValue"];
var name = result["parentcustomerid"];
if (donotfax == true) {
//formContext.getAttribute("emailaddress1").setVisible(true);
formContext.getAttribute("emailaddress1").setRequiredLevel("required");
}
else {
formContext.getAttribute("emailaddress1").setVisible("false");
formContext.getAttribute("emailaddress1").setRequiredLevel("none");
}
},
function (error) {
Xrm.Utility.alertDialog(error.message);
}
);
}
}
}
Can anybody tell me what is wrong in the code and help me solve my query ?
Thanks & Regards
Ainee Ahsan
?executionContext = s {_sharedVariables: {…}, _clientApiExecutor: S, _eventSource: W, _depth: 0, _eventArgs: undefined, …}