We have a user who is unable to install Dynamics CRM for Outlook client to their office 365 outlook 2016 client. Thoughts?
Both client and office are 32bit
CRM Online
Windows 7 Desktop. (note: Their laptop installs OK)
Other remote installations work for Win 8, and Win 10.
Error log:
Hello,
I have the following requirement:
When a user clicks on a button on the out of the box quote entity, it fires off an on demand workflow. This workflow has many steps and one of them is sending an email.In this email however, I need to attach a SSRS report along with other fields in the quote record.
The current implementation does the following : Creates the email with the UI(workflow) where we just enter the to, from subject and the other fields by just looking it up.
Another important thing about this email is that it contains two hyperlinks, one to the quote record and the other to the opportunity record. However, currently it does not have the PDF attachment of the report.
In order to add the PDF report, I naturally have to shift the email to a custom workflow assembly. However, if I do that I will not be able to provide a link to the quote record and the opportunity record right ?
If that's the case, how do I implement this? A link to the quote record, opportunity record and a SSRS report attachment and the email must be sent directly. It should not just be created.
Is it even possible to implement the above requirement?
I have some fields on the form that only display after selecting a certain "type" from a drop down field. It is one of these fields that I would like to have visible when doing a multiple record edit. Is there a way to edit the "Change Multiple Records" form like you would any other form?
Hi, I am wondering if there is anyway to customize quick create form layout, it looks like I can not change the column layout.
Hello All,
I need to send email to initiating users's manager via plugin C# code.
Can anyone help suggest me how i can get user's manager via code in plugin.
Hi All
I am struggling to obtain the Guid value from an Entity Collection. I can get the main Guid but I just cannot get the other values from other elements.
I have run my query in FetchXML tester and get back the following xml:
<resultset morerecords="0" paging-cookie="<cookie page="1"><new_name last="COO1004" first="COO1004" /><new_changeofownershipid last="{1CFC3D14-A373-E711-80FD-005056890F56}" first="{1CFC3D14-A373-E711-80FD-005056890F56}" /></cookie>">
<result>
<new_changeofownershipid>{1CFC3D14-A373-E711-80FD-005056890F56}</new_changeofownershipid>
<new_name>COO1004</new_name>
<new_newautowatchserviceagreement name="GENJI4WHAT" type="10033">{15FC3D14-A373-E711-80FD-005056890F56}</new_newautowatchserviceagreement>
<new_currentautowatchserviceagreement name="GENJI4EVER" type="10033">{9DDA836B-C729-E711-80F0-005056890F56}</new_currentautowatchserviceagreement>
</result>
</resultset>
I am now trying to retrieve the Guid for my attribute "new_currentautowatchserviceagreement". I am using the following code with the query that obtains this response:
EntityCollection result = service.RetrieveMultiple(new FetchExpression(changeofownershipFetchXML));
ChangeOfOwnershipViewModel changeOfOwnershipViewModel = new ChangeOfOwnershipViewModel();
foreach (Entity changeOfOwnership in result.Entities)
{
if (changeOfOwnership.Contains("new_changeofownershipid"))
{
changeOfOwnershipViewModel.GUID = new Guid(changeOfOwnership.Attributes["new_changeofownershipid"].ToString());
}
if (changeOfOwnership.Contains("new_currentautowatchserviceagreement"))
{
changeOfOwnershipViewModel.currentautowatchserviceagreement = new Guid((changeOfOwnership.Attributes["new_currentautowatchserviceagreement"]).ToString());
}
if (changeOfOwnership.Contains("new_newautowatchserviceagreement"))
{
changeOfOwnershipViewModel.newautowatchserviceagreement = new Guid((changeOfOwnership.Attributes["new_newautowatchserviceagreement"]).ToString());
}
}I can see that my query is returning the correct data but I cannot get the Value required.
Thanks in advance.
Hello,
I have this exception when trying to upgrade a Dynamics CRM 2015 organization to 2016 with SP1 version
System.Exception: Error.ActionFailed Microsoft.Crm.Tools.Admin.ImportDefaultDataAction ---> Microsoft.Crm.CrmException: Error while importing workflow {8b12a2c7-088c-49aa-93b3-b618e2b26ea4} name Opportunity Revenue Rule ---> Microsoft.Crm.CrmException: Error generating UiData for workflow:, id:00000000-0000-0000-0000-000000000000 ---> System.NullReferenceException: Object reference not set to an instance of an object.
After a lot of search, all people who had this issue are talking about old CRM dlls registered in GAC. But this is a totally new CRM 2016 installation and I searched the GAC and found only two CRM assemblies that are automatically registered in GAC
Microsoft.Crm.SdkTypeProxy
Microsoft.Crm.SdkTypeProxy.XmlSerializers
Please your help.
Thanks..
My production application hit this error when trying to save a record. Previously there was a workflow to trigger once record was saved. This workflow was then being deactivated and removed. New workflow with same name was being created. However, the application is still calling the old workflow. Checked thru the workflowbase, workflowbaseid, LocalizedLabel, WorkflowWaitSubscriptionBase, WorkflowDependencyBase, WorkflowLogBase, and WorkflowWaitSubscriptionBase tables but unable to find the missing workflow id. Do you have any idea how the removed workflowid is being called? How to resolve this?
I'm wanting to import 2,000 products and have them assigned to a master price list at the same time - can this be done?
Also, how am I best then to update price lists? create a new price list or update the existing one somehow?
Hi experts,
Has anyone tried CRM Online with Incoming Email ?
I am wondering, I have set up the Server Side Sync Outgoing and Incoming, the results are success at all (with Hybrid Email server profile - Exchange 2010).
I can send email from CRM to Account email or other user email.
But, weird, I cannot receive the Incoming Email, the email I have checked in Outlook Office 365 is already there, but cannot come to CRM.
But, I tested already and it said successfully in the Mailbox Configuration Setting.
My question is, why I can send email and test it successfully but no incoming email and is that because of the version? It is CRM Online?
I use System Admin as well during testing.
Thank you for your help.
Thanks.
Hi All,
I have an odd one this time and any help is appreciated...
A customer provides discount per unity rather than per line item. Very simple, there is a System Setting under Sales to have discounts applied per item:
All the product prices are exclusive of any additional sales tax, and most products have a volume discount applied to them.
The issue is around Tax calculation and the Extended Amount. When The tax field is populated (manually or via workflow calculation), instead of the Extended Amount going up by that amount, it actually goes down by that amount. That would make sense if the price per unit was tax inclusive, but there is no where to specify this on the product or price line item.
If the System Setting for discounts is flipped back to "Line Item" the field is calculated as expected.
Note that all of this is without actually entering a value into the discount, which means CRM didn't actually need to calculate a discount yet, either per line or per item, yet the extended amount is very different...
Anyone know how to fix this up? Am I missing anything?
Hi All,
My client has a business process that requires their users to go out to an external system to complete risk assessments on a client record (the CRM record is sync'd to this system), and once they complete the assessments the updated scores and information are sent back to CRM by the external system. Due to this, they want the button to access the assessments in CRM to open the URL in the same tab. The users have a button in the external system to go back to CRM. This is to prevent users working with outdated data since the page hasn't been refreshed.
I have tried a lot of different solutions that work when using javascript on a std HTML page, but CRM is blocking the url from opening in the same window.
Anyone got a solution that would enable me to do this?
This is for CRM 2016 On-prem.
Hi
I can find a list of multiple events attached to a single individual no problem, however when I reverse this and try and list the individual (and others like them) as attending multiple events I can't get it to work.
What I want is a report which, in simple terms, says.....
Give me all the contacts who have attended both event A and event B. The list should not contain people who have attended only one of them.
Thanks
Graham
I'm importing invoices using the standard import with a data map.
An invoice consists of a header and a number of lines
How can I make sure that an invoice is imported completely or not at all?
e.g. the header imports successfully but then there is an issue importing one or more of the lines.
I only want the invoice in the system if all the information has imported successfully
We have a number of ipad users on CRM Mobile app that would like to be able to print customer letters.
We currently do client side printing for desktop users but im looking for bulk/batch/back office printing solutions for ipad users.
Any recommendations of printing solutions for Dynamics 365 online?
Hi,
I have a requirement to set up a mail queue in CRM to convert emails to cases coming into a queue.
I set up the mailbox queue and ran the test to ensure the incoming and outgoing test messages are being sent and received.
When I try send an email to the address technology@searescue.org.za it does not appear in CRM activities. I turned off the auto case creation to test the incoming mail but still not received. I then checked the mailbox is receiving the email in Outlook but not in CRM.
Any idea's what to check next?
Thanks
I imported the label translations to some fields that are only in BPF (not into the form body) and They were not translated. It was made in CRM 2015.
How could it be the reason?
Thanks.
Hi Guys
Can you please help me with this issue. I'm still junior and I have no idea how to fix it.
I have html web resource that is showing on my dashboard. I can see data from that web resource in my system but client admin can't see that. only the heading of the web resource is showing but not data that the web resource is pulling.
Hi all,
I have a critical issue I am using CRM 2015.Most of my workflow system jobs giving me status "waiting for resources" , and number of these workflows increase till it causes system freezing .
This issue was repeating monthly but now it repeats every 15 minute.Every time the system works after restarting the ASYNC services and I run a script and I attached it within this post but it is hard and waste time to make restart for system every 15 minute.
I want to know what is the reason for entering workflows in "waiting for resources" status and how can I solve this issue ?
Thanks in advance
I have a Field Service Installation with a number sequence format for WO as WO-00023. This sequence is configured using the standard FS setting. Suppose if I delete all my Work Orders and start new from WO-00001, how do I do it. Couldn't find any option to reset the sequence. I need to know where it the last used number count stored.
Would appreciate your help.