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Scribe no longer working with Dynamics 365

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Hello,

We recently received the Dynamics 365 update (from CRM 2016) and now the integration from our main database to CRM (via Scribe) no longer works. It appears to be an issue with a DLL file - if we use an older version of a DLL file (from and older version of the Dynamics SDK) the Scribe DTS file makes a connection with CRM, but it times out before the integration can begin running. 

Do we need to upgrade Scribe? The version of Scribe Insight we are using is 7.8.0.46558.

Any assistance would be appreciated. 

Thanks!

Bryan


Quotes within Field Service

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Hello,

We are using this system for break/fix IT repair.  We have to provide quotes to customer prior to repair.  Does Field Service have a quote feature that could be sent to the customer for approval?

Thanks,

Shelley

Links from email notifications no long directs to correct item in CRM online

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Sales Managers and internal sales receives an email notification when a visitreport is made (other tasks as well). There have been a security update within the last 14 days. After this links no longer open the correct page in CRM, but instead opens on the front page (main dashboard). If you keep the browser open (CRM logged on), then you can open the link from your email again, and you CRM will open the visitreport correctly. Before the update, the visitreport would open directly (after logon screen, if not logged in to CRM).

We also use SharePoint, and this works just like before, and always opens the correct page, no matter if you are already loggen in or not.

Is this a normal behaviour? I hope not, beause it's quite irritating.

Kind Regards

Brian

Mail Merge Template Letters - Can you copy the data fields?

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I have a bunch of Mail Merge Template letters to create and all of them will share the same data fields even though the letters are different. Is there a way to copy data fields from one Mail Merge Template Letter to another so i don't have to go through and check them off individually every time I create a new one? 

Calculated field not working on mobile !

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Hi All,

The calculated field which works perfectly good on desktop is not working on my mobile. Is there any specific setting to be included ? Do we have any known issues with calculated fields on mobiles ?

Dynamic values and hyper links in email

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Hi all,

I need to send an email alerts between users using templates. I have below body:

Work Order <Work Order Number> has been assigned to you. In order to see the details please click the following link:

<link to booking>

 

I am using global templates to send an email. My code is below:

 

public static void Email(Guid To, Guid From)
{
Entity entity = GetGlobalTemplate("Marketing communication unsubscribe acknowledgement", service);
if (entity.Id != null)
{
Entity email = new Entity();
email.LogicalName = "email";
//to - Guid
List<Entity> ToEntities = new List<Entity>();
Entity activityPartyforTo = new Entity();
activityPartyforTo.LogicalName = "activityparty";
activityPartyforTo.Attributes["partyid"] = new EntityReference(EntityName.systemUser, To);
ToEntities.Add(activityPartyforTo);
email.Attributes["to"] = ToEntities.ToArray();
//from - Guid
List<Entity> FromEntities = new List<Entity>();
Entity activityPartyforFrom = new Entity();
activityPartyforFrom.LogicalName = "activityparty";
activityPartyforFrom.Attributes["partyid"] = new EntityReference(EntityName.systemUser, From);
FromEntities.Add(activityPartyforFrom);
email.Attributes["from"] = FromEntities.ToArray();

email.Attributes["regardingobjectid"] = new EntityReference(EntityName.bookableResourceBooking, recordId);


var emailUsingTemplateReq = new SendEmailFromTemplateRequest

{

Target = email,

TemplateId = entity.Id,

RegardingId = ((EntityReference)entity[bookableResourceBookingAttributes.createdBy]).Id,

RegardingType = EntityName.systemUser

};

var emailUsingTemplateResp = (SendEmailFromTemplateResponse)service.Execute(emailUsingTemplateReq);
}
}

How should I make red highlighted to dynamic? When I go to the template it is showing me only users values. When I go to the template types it is showing other values. 

Thanks 

Regards,

AW

Send email to contact after opportunity closed as lost after 6 months

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Looking for feedback on a workflow we are developing.

Problem:

We are looking to send an email to the primary contact of an opportunity after it has been closed as lost after 3 months and if no response send again after 3 months.  Below is the solution we developed but it does not seem to be working.

Also, is there any way to utilze a local signature with this workflow?

want

Any feedback would be appreciated.

FetchXML compare - Dynamics 365

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Hi guys,

Can we ignore accents when comparing strings using FetchXML?

For example, "Andre" must be equal to "André",  "Émèlie" must be equal to "Emelie", etc.

Thanks,

Akrem


Show or Hide section on form load based on field

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I am having an issue with Javascript when loading a page.  I need to show or hide a section based on a fields value from a drop down.  The sections are showing/hiding properly when the field is changed but does not run when the form loads.  It is set to run OnLoad in the event handler in Form Properties.  To be clear I want it to show/hide depending on the field when the page loads as well as when the field changes.  Below is my code.

function showHide()
{
Xrm.Page.getAttribute("vent_marketinglistdivision").addOnChange(function(){
var vent_marketinglistdivision =Xrm.Page.getAttribute("vent_marketinglistdivision").getValue();
if(vent_marketinglistdivision == 693450003)
Xrm.Page.ui.tabs.get("tabAssociate").sections.get("VPIT").setVisible(true);
else
Xrm.Page.ui.tabs.get("tabAssociate").sections.get("VPIT").setVisible(false);
});
Xrm.Page.getAttribute("vent_marketinglistdivision").addOnChange(function(){
var vent_marketinglistdivision =Xrm.Page.getAttribute("vent_marketinglistdivision").getValue();
if(vent_marketinglistdivision == 693450005)
Xrm.Page.ui.tabs.get("tabAssociate").sections.get("VTST").setVisible(true);
else
Xrm.Page.ui.tabs.get("tabAssociate").sections.get("VTST").setVisible(false);
});
}

Receiving error message when qualifying a lead

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Hi,

I am receiving an error message when I hit the qualify button. Please see below. Thank you.

<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">Active stage is not on 'Lead' entity.</faultstring><detail><OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts"><ActivityId>8404a09a-393b-4372-ae1a-656760dfc9c5</ActivityId><ErrorCode>-2147220970</ErrorCode><ErrorDetails /><Message>Active stage is not on 'Lead' entity.</Message><Timestamp>2017-10-10T20:33:37.7618947Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><InnerFault><ActivityId>8404a09a-393b-4372-ae1a-656760dfc9c5</ActivityId><ErrorCode>-2147220970</ErrorCode><ErrorDetails /><Message>Active stage is not on 'Lead' entity.</Message><Timestamp>2017-10-10T20:33:37.7618947Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><InnerFault xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><OriginalException xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><TraceText xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /></InnerFault><OriginalException xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /><TraceText xmlns:i="www.w3.org/.../XMLSchema-instance" i:nil="true" /></OrganizationServiceFault></detail></s:Fault></s:Body></s:Envelope>

Overriding the DateTime field in the Entity Form

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Hi,

I have added logic to set datetime field on creation of task record in the Task entity.

if (formType == 1) {

 Xrm.Page.getAttribute("datetime").setValue(new Date());

}

But when I try to create it from UI and changed the Time  of the "datetime" field and tried to Save it.

It is not saving with the changed time. It is saving with current datetime only..

Migrate Reports from CRM 2013 to Dynamics CRM 365

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Hello,

I have migrated my organization's data from CRM 2013 toDynamics CRM 365.

CRM 2013 has some saved reports under Reports>All Reports, including Sub-Reports.

Is there a way I can migrate these reports across along with their queries?

Thank you.

How to display a business process flow in floating mode

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Hi

I am reviewing Dynamics 365 July 2017.  I have found several references saying "The stages in a business process flow can now be displayed in docked or floating mode.  The stages of the Business process flow will be more easily visible, as they will be laid out in a vertical layout rather than a horizontal one."  However, I cannot see how to achieve this.

Has anyone discovered this secret?

how to retrieve related entity data from the current entity using javascript rest service

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hi,

i have a requirement.I have 2 entities .When i am working on  current entity i want to retrieve the records from related entity.How can i retrieve using javascript rest service?

i used this code but getting error

var countryid;
var countrypopulation;
function GetSelectedCountryId()
{
//catching selected lookup id
countryid=Xrm.Page.getAttribute("tj_countryname").getValue()[0].id;
}
function CopyPopulation()
{
//retrieving the data by passing lookup id
XrmServiceToolkit.Rest.Retrieve(countryid,"tj_countrySet",function(columns)
{
//catching parent entity population attribute data
countrypopulation=columns.tj_population;
},
function(error)
{
alert(error.message);
},
false
);
}
function UpdatePopulation()
{
//updating the population field in the current entity
Xrm.Page.getAttribute("tj_population").setValue(countrypopulation);
}

Survey on training organizers for 1 day training (1 day training can have 4-5 trainers)

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Hi all,

Thanks in advance for help and inputs

I have to create VOC survey for getting feedback on training organizers for 1 day training (1 day training can have 4-5 trainers) and overall feedback. Please advise on best approach

My setup

Events - training event for a day or multiple days

Attendees - contacts and people coming for taking training

Trainers - list of crm users and contact (external trainers)

My goal

Survey to get feedback on events

Survey to get feedback on trainers

preferably in 1 single survey. Please advice how its possibe

Many thanks for helping

Also any body done dynamics survey through sdk or code. please share details


Business role not activated on Quick create form

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I create business role to show field only if the other field have spacific value.

the business role works fine in Main form but in Quick create form it's not working.

I changed the scope of business role to be "Entity" but the problem is the same!

any help plesae?

thanks 

Editable Views

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Hi , 

If i have many views inside an OOB entity and i want one of its views as an editable grid and display it in dashboard ..Is it possible in Dynamcs 365..

Thanks for any help .!

RetrieveUserPrivileges web API in Dynamics 365

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Hi Experts,

RetrieveUserPrivileges soap request doesnt give any response in Edge browser .

Can some one tell me is there any API for RetrieveUserPrivileges ?

Thanks In Advance

Error response "You should specify a parent contact or account"

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When sending data to client. we were getting response like below.

"You should specify a parent contact or account"

We have tried even below option. 

<a:KeyValuePairOfstringanyType>
<b:key>primarycontactid</b:key>
<b:value i:type="c:string">1900ec4b-3557-4f72-1512-8ffbb551f12a</b:value>
</a:KeyValuePairOfstringanyType>
<a:LogicalName>incident</a:LogicalName>

But again we are getting same.

Can you please some one help this to short out?

Workflow

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When we create a new case 

Workflow should sending an email to assigned to ..it should send to distribution list.

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