Notes being lost when clicking "save and close" on lead

October 9, 2017, 4:18 am

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Hi all,

We have a problem with the notes in CRM 2013 On-Premise, which is the exact same problem here: https://community.dynamics.com/crm/f/117/t/163853

If you create a note on the lead and do not click "Done" or you don't click somewhere else in the lead form so the note loses focus, but instead you click directly on the lead "Save and Close" button, the note is completely lost and this is a huge problem because sometimes, especially when being in a hurry, you might forget to click outside the form or clicking "Done".

Is there a way to solve this problem with Javascript or any other possible way that would show a message, or prevent the lead to be saved if the note hasn't been saved? Or even better an "auto-save" feature which is not the default CRM autosave feature? 

Because we have disabled that feature and there is no way to enable it only for specific entities. Instead, you should enable it for all and disable it where needed which is not practical and useful in our case.

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error while Invoking WCF Service Using Microsoft Dynamics Crm 365(online)

October 9, 2017, 4:39 am

≫ Next: How can customize blogs page in adx portal?

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I am trying to create Lead using wcf service in Microsoft Dynamics Crm 365 (online) but I got below error(Used Microsoft.Xrm.Sdk.dll version 8.2.0.713)

An exception of type 'System.InvalidOperationException' occurred in Microsoft.Xrm.Sdk.dll but was not handled in user code

Additional information: Metadata contains a reference that cannot be resolved: 'xxxxxxxxxxxxx.api.crm.dynamics.com/.../Organization.svc;sdkversion=8.2'.

How can customize blogs page in adx portal?

October 9, 2017, 5:05 am

≫ Next: how to design parent child form in crm ?

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we have a blog page on https://test.microsoftcrmportals.com/blogs/

I need to customize this page but ADX portal doesnt allow me to do so.

Is there a way to customize it?

how to design parent child form in crm ?

October 9, 2017, 5:11 am

≫ Next: Import contacts and associate it to account that belongs to the same owner

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I m designing a school form in crm. It has these fields:

• Student Name
• Address
• Email
• Phone
• Class
• Admission Date
• Class Admitted

I have used Contact entity and created a new entity AdmissionForm.

First is it good design i m trying to reuse Contact entity and use it for first 4 fields or I should add all fields in AdmissionForm ?

Many times user will directly come to 'AdmissionForm' form, how I can provide Contact fields on its form so that when user save AdmissionForm record, it should save data of contact field in contact entity and data of AdmissionForm in its entity ?

Please tell me if there is a better way to do this. I m new to CRM but have idea of its features. please tell what I should use.

Import contacts and associate it to account that belongs to the same owner

October 9, 2017, 5:11 am

≫ Next: JQuery data table

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We have two teams in our CRM, let's say Team A and Team B. 

For some particular reasons, Accounts and contacts thats belongs to Team A cannot be viewed by Team B, and vice and versa. 

Team A and Team B can have the same Accounts but it has to be 2 different records. 

So what I did:

- I have added Team A accounts and Team A contacts that are associated to the accounts (of Team A) previously added. 

--> Everything works fine

- I have added Team B accounts and Team B contacts that are also associate the accounts (of Team B) previously added.

--> The problem is that when it imports a contact that belongs to a company that exists two times (for Team A and Team B), it fails saying that there is a duplicate reference of the company and it doesn't know to which one, the contact should be associated to. 

So is there a way, using duplication rules for example, to say that:

-> "A contact that owner is Team A, has to be associated to the specified company and which also belongs to team A"

Thanks in advance !

JQuery data table

October 9, 2017, 5:24 am

≫ Next: Displaying CRM web services definition

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Hey i need to to create a Jquery table on click of a custom button,

I have already created a custom button, using Ribbon workbech , i need to now open a jquery table on click of that button and display a check list of contacts

Any leads on how to start?

Displaying CRM web services definition

October 9, 2017, 5:40 am

≫ Next: How Dependant option set created?

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Dear all,

Is there a way to display in a browser my CRM online web services methodes definition ?

regards

serge

How Dependant option set created?

October 9, 2017, 6:30 am

≫ Next: Search field not appearing in 'quick search'

≪ Previous: Displaying CRM web services definition

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hello,

I already questioned but i dont get full answer on  https://community.dynamics.com/crm/f/117/p/253790/709096#709096

I will creating two fields which is one of them is option set and another is single text field , when i select first option in optionset then creating dropdown list in single text field and when select second option then again another dropdown list will display on single text field.

thanx..

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Search field not appearing in 'quick search'

October 9, 2017, 6:48 am

≫ Next: change the state and status reason through Web Api.

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Hi, i recently added a field which is searchable.When i want add to this field in the 'quick search' i can select this field but it won't appear in the row with al fields.
When add as normal field it will appear, but not as searchable field.

Anybody any idea?

thanks

WimK. NL

change the state and status reason through Web Api.

October 9, 2017, 6:54 am

≫ Next: Voice of the customer: report if language=ITALIAN

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Hi ,

i would like to set the state and status to open for phone call  entity through web API .

could any one please help me on this .

Thanks,

Waseem 

Voice of the customer: report if language=ITALIAN

October 9, 2017, 7:09 am

≫ Next: Edit "Unscheduled Work Order View" on Field Service Dashboard

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Hi all,

I install Voice of the Customer on a Dyn365 with language = italian.

But I can't run any report, because VOC reports are available only if I change the language into English.

Is it correct? Why cannot I run report in italian?

Thanks in advance,

Davide

Edit "Unscheduled Work Order View" on Field Service Dashboard

October 9, 2017, 7:28 am

≫ Next: Deactivate / reconfigure Sharepoint integration?

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Hi Guys,

I'm trying to update "Unscheduled Work Order View" on Field Service Dashboard. I searched on how to do it, found below link, and many similar to this:

https://neilparkhurst.com/2016/09/05/field-service-configuring-the-schedule-board/

But I'm not able to see this option in our CRM instance (latest version). I think they redesigned the "Tab Settings" page. It is looking like this 

Any idea on how to update the view?? I updated the OOB Unscheduled Work Orders view in the Customizations, but it didn't update the view on the Schedule board??

Thanks in advance !!

Deactivate / reconfigure Sharepoint integration?

October 9, 2017, 7:35 am

≫ Next: Related account for an activity view

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Is there any way to deactivate the Sharepoint integration in Dynamics CRM?

Our Sharepoint server has a new document location ID so I want to re-run the 'Activate Sharepoint Integration Wizard' so I can enter the new ID.

Related account for an activity view

October 9, 2017, 7:39 am

≫ Next: Ribbon for Closed Email

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Hi

I wonder if it possible to display (as a column) in a view the related account for an activity, if the regarding is something else then an account?

What I mean: If I create an opportunity for a specific account. And then create an activity for this opportunity, can I display this activity in a view and in the same time I can see the related account (as a column)? 

Ribbon for Closed Email

October 9, 2017, 8:01 am

≫ Next: How to call dynamics crm action with input parameters via ajax

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Hallo everyone,

I hope someone can help me out.

I trying to create a Button "Closed Email" in account Entity or other Entity.

The Button is in the Navigation section.

- On clicking; The Button, should  open the custom system View and show all relative Email.

Thanks for your help in advance, 

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How to call dynamics crm action with input parameters via ajax

October 9, 2017, 8:02 am

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How to call dynamics crm action with input parameters via ajax :

for e.g.

https://organizationname/api/data/v8.2/contract(927F9379-C196-E711-8117-C4346BAC0A3C)/Test_Action, Parameters

Custom Field in BPF can't get it to unlock

October 9, 2017, 8:12 am

≫ Next: Appointment Activity is showing different "start date" and "end date" for when selected "All day event" and "Duration=1 day"

≪ Previous: How to call dynamics crm action with input parameters via ajax

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I've created a custom lookup field to a custom entity in my instance. I have the field in the BPF on two different flows. On the lead to opp flow, the field works fine, is unlocked and editable.

In the Opp only flow it's locked for all users but me. I have gone in to check that field security is disabled - it is. I have opened up the security role to that field and entity for the users, and they still have a lock.

Is there something I'm missing? Not sure where else to check.

Thanks in advance!

Appointment Activity is showing different "start date" and "end date" for when selected "All day event" and "Duration=1 day"

October 9, 2017, 8:21 am

≫ Next: How to email previous owner of an Account

≪ Previous: Custom Field in BPF can't get it to unlock

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Hello experts,

I do have a problem with Appointment activity. When I selected "start date" to 10/09/2017 and selected "All day event" marked ,my "end date" is setting to 10/10/2017 for "Duration =1 Day".But if I turn on the legacy form ,then its showing "start date: 10/09/2017" and "end date :10/09/2017" which counts for 1 day exactly. But if I turn off legacy form the "start date" and "end date" are showing different dates as mentioned in first case which counts for 2 days duration. Any idea why is this  showing different dates for "Duration =1 Day" and how to rectify this issue?

       

Any idea would be appreciated. Thanks

How to email previous owner of an Account

October 9, 2017, 8:23 am

≫ Next: How to retrieve data of another entity from the current entity?

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Is there a way to email the previous owner on the account when the owner field is changed?

How to retrieve data of another entity from the current entity?

October 9, 2017, 8:30 am

≫ Next: Multiple Actions called from Dialogs - 2nd Acton's not showing?

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hi,

i have a requirement.I have 2 entities A and B.When i am working on B entity i want to retrieve the records from A entity.How can i retrieve using C#?