hi Guys,
Am new for the dynamics crm.i want to know Brief about the Business unit,teams,User and Security roles.Please tell me guys if any video tutorial is there plz attach the website url.
Thank You
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Brief Deatils about Dynamics CRM
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Resources field in PSA - In Work Breakdown Structure
Hi All,
I've started to dig in to PSA. When I open the Project Task under a Project, I see Resources is a Single Line of Text field. Any ideas on what's this supposed to be?
Also, out-of-the-box, I see that the Tab on the form is incomplete without me doing any customization.
Kindly advise.
Thanks.
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MSCRM 2016 Multi line text box is able to scroll after case is resolved
HI,
I facing an issue currently, which is I not able to scroll Multi-line text box when after Case is resolved. but before this, its working fine and able to scroll even the case is resolved.
Please refer the image and my CRM version.
Can I know any solution for me? or is any roll-up is able to scroll my multiple line text box as previous ??
Thank you
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Urgent help - Lookup Filtering Issue - MS Dynamics CRM Online
Hi Guys,
I am stucked in one scenario and till now I am not able to find any solution for this. Please help if possible
Scenario : I have two lookups on Case entity - CaseType and CaseSubType. There is one another lookup on Case form - ProductGroup. I need to filter CaseType field on the basis of ProductGroup selected on case form.
Data is filtered as per my requirement but i am facing below error on CaseType selection.
Below is my complete code which is implemented on ProductGroup lookup change.
There is no syntax error but when i am selecting value in CaseType, i am getting generic error "MS Dynamic CRM encountered an error, for more help contact your administrator"
Kindly help where I am wrong.
function setLookupView()
{
Xrm.Page.getControl("demo_casetype").addCustomView(viewId,entityName,viewDisplayName,fetchXML,layoutXML,isDefault);
Xrm.Page.getControl("demo_casetype").addPreSearch(filterCaseType);
}
function filterCaseType()
{
var productgroup = Xrm.Page.getAttribute("demo_productgroup").getValue();
if (productgroup != null)
{
var _productgroupid = productgroup[0].id;
var _productgroupname = productgroup[0].name;
}
//var viewId = Xrm.Page.getControl("demo_casetype").getDefaultView();
var viewId = "{C14FE1A3-38AD-E711-8127-C4346BDCDF41}";
var entityName = "demo_casetype";
var viewDisplayName = "Filtered Case Type";
var fetchXML = "<fetch distinct='true' mapping='logical' output-format='xml-platform' version='1.0'>" +
"<entity name='clix_casetype'>" +
"<attribute name='clix_casetypeid'/>" +
"<attribute name='clix_casetype'/>" +
"<attribute name='createdon'/>" +
"<order descending='false' attribute='demo_casetype'/>" +
"<link-entity name='demo_casesubtype' alias='ae' to='demo_casetypeid' from='demo_casetypeid'>" +
"<filter type='and'>" +
"<condition attribute='demo_productgroup' value='"+_productgroupid+"' uitype='demo_productgroup' uiname='"+_productgroupname+"' operator='eq'/>" +
"</filter>" +
"</link-entity>" +
"</entity>" +
"</fetch>";
var layoutXML ="<grid name='resultset' object='1' jump='demo_casetype' select='1' preview='1' icon='1'>" +
"<row name='result' id='demo_casetypeid'>" + "<cell name='demo_casetype' width='300'>" + "<cell name='createdon' width='125'>" + "</row>" + "</grid>";
Xrm.Page.getControl("clix_casetype").addCustomView(viewId,entityName,viewDisplayName,fetchXML,layoutXML,true);
Xrm.Page.getControl("demo_casetype").addCustomFilter(fetchXML);
}
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Lookup grid layout change
Hi - I would like to add more columns on first grid layout. I found several blogs where grid layout change xml was implemented for the filtered lookup view but I need the first grid layout change. Please share.
I have used Xrm.Page.getControl("cdms_marketcolorinstanceid").addCustomFilter(filter); and
Xrm.Page.getControl("cdms_marketcolorinstanceid").addPreSearch(addFilter); in my case and not able to add columns.
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Remove Standard duplicate detection Validation for Contacts in Portals
How to remove Standard duplicate detection Validation for Contacts in Portals
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Can we load remote data into Select using select2 by calling ajax calling action Refer link http://select2.github.io/select2/
Can we load remote data into Select using select2 by calling ajax calling action Refer link select2.github.io/select2
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work Order Number is not getting Autowork Order Number is not getting Auto Populated in Work Order Entity in Resco App Populated in Resco App
work Order Number is not getting Auto Populated in Work Order Entity in Resco App.Please give me solution.
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work Order Number is not getting Auto Populated in Work Order Entity in Resco App
work Order Number is not getting Auto Populated in Work Order Entity in Resco App
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How to add the Security Roles Dropdown option on Grid view
Hi,
I created the user view where Name and security roles has to be shown.
Now all the security roles should be listed on the dropdown. Can we add the Security role in the dropdown?
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Work order : Change automatic fields mapping with address of the customer
Hello,
By default, when creating a new work order and selecting a service account, the address of the service account is automatically retrieved as the following :
address1_line1 => msdyn_address1
address1_line2 => msdyn_address2
...
I would like to change this automatic mapping, for example :
address1_line1+ ' ' +address1_line2 => msdyn_address1
What could be the best way to achieve this ?
Thank you in advance
Julien
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Plugin is not working while update the record
Hi,
I wrote the plugin for Assigning the leads to specific users based on conditions while create the lead.when I create the records its working fine but when I update the field value it's not working. earlier it works fine.but I am not able to findout what went wrong in the solution? can any one suggest. please
here is my code
IOrganizationServiceFactory servicefactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService client = servicefactory.CreateOrganizationService(context.UserId);
_leadID = entity.Id;
if (((OptionSetValue)entity.Attributes["country_value"]).Value == 905080000)
{
QueryExpression _queryforteams = new QueryExpression("team");
_queryforteams.ColumnSet = new ColumnSet(new string[] { "country", "businessunitid" });
EntityCollection _teams = client.RetrieveMultiple(_queryforteams);
foreach (var c_team in _teams.Entities)
{
if (c_team.Attributes["country"].ToString() == "India")
{
QueryExpression _Query = new QueryExpression();
_Query.EntityName = "systemuser";
_Query.ColumnSet = new ColumnSet(true);
_Query.ColumnSet.AddColumn("systemuserid");
_Query.LinkEntities.Add(new LinkEntity
{
LinkFromEntityName = "systemuser",
LinkToEntityName = "teammembership",
LinkFromAttributeName = "systemuserid",
LinkToAttributeName = "systemuserid",
LinkCriteria =
new FilterExpression
{
Conditions ={
new ConditionExpression("teamid",ConditionOperator.Equal,c_team.Id)
}
}
});
EntityCollection team_users = client.RetrieveMultiple(_Query);
foreach (var tu in team_users.Entities)
{
QueryExpression qe = new QueryExpression("lead")
{
ColumnSet = new ColumnSet(new string[] { "leadid", "ownerid", "fullname", "emailaddress1" }),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
//new ConditionExpression("leadid", ConditionOperator.Equal, new Guid("{8C9FE1B9-ED62-E711-A815-00155D02DE23}")),
//new ConditionExpression("statuscode", ConditionOperator.Equal, 3),
new ConditionExpression("ownerid", ConditionOperator.Equal, tu.Id),
},
},
}
}
};
EntityCollection Assigend_records = client.RetrieveMultiple(qe);
if (Assigend_records.Entities.Count <= 26)
{
AssignRequest assign = new AssignRequest
{
Assignee = new EntityReference("systemuser",
tu.Id),
Target = new EntityReference("lead",
_leadID)
};
client.Execute(assign);
}
}
}
}
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How to hide Form Name in Microsoft CRM 365
Hi,
I want to hide Custom entity form name in Microsoft CRM 365. I have tried the following method to hide form name on form load js.
function SetFormHeaderNone()
{
document.getElementById('FormTitle').style.display = 'none';
}
But the above not working instead display error.
Please anyone help me.
Thanks
Srini
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Importing Data from Excel to CRM in POSTS Section
Hi Team,
Please help me out to get the solution for it.
Scenario: I have vtiger where there is huge data. I have imported all the data into an Excel sheet now i want to import all these data to CRM in POSTS Section.
Can anyone help me out ?
Thanks in Advance,
Anita Chaudhary
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Dynamics CRM Portals
We want to start working with Dynamics CRM Portals.
And now we are faced with the permissions problem, we want to use the portal to make it like personal account for every contact in our CRM.
Can we make the scenario, where every user (contact) that came to the portal, he will see only his data, after use his credentials on the portal?
What permissions we need to use.
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CRM 2016 case status showing additional values in the custom portal
Hi Team,
We recently upgraded our CRM version to 2016. After up gradation we are facing some with the case status. Case status list is showing additional values in the custom portal we implemented but not showing in CRM as shown below. It is showing one additional value in custom portal as "Merged". Could any one help me to resolve this issue.
CRM:
Custom Portal
We have written following code for retrieving case status in the custom portal we implemented
RetrieveAttributeRequest _Request = new RetrieveAttributeRequest
{
EntityLogicalName = Incident.EntityLogicalName,
LogicalName = PicklistName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse _Response = (RetrieveAttributeResponse)_iOgranizationService.Execute(_Request);
StatusAttributeMetadata _StatusAttributeMetadata = (StatusAttributeMetadata)_Response.AttributeMetadata;
OptionMetadata[] optionList = _StatusAttributeMetadata.OptionSet.Options.ToArray();
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Assign support emails to contacts
Hi,
I'm new to this so...
On Dynamics Online I have a queue that contains emails sent form a website support form, so To and From fields are always the same.
Prior to sending those emails I create contacts in CRM using Dynamics API based on user input (email, name).
Is there a way to determine and set "RegardingTo" field to the actual contact?
Thanks
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Need Good Approach - please Suggest : Want to call External API from Dynamics CRM except Scripting & want to capture response of API
Hi All,
I want to call External API in dynamic crm & want to bind html grid with API response.
there is limitation to call my External API using script (i mean browser security). Is there any other way ? how can i achieve this ?
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Creating a note by a user with no rights to the note parent record throws an error.
Hi Everyone,
I know the reason for this error, but I'm looking for ideas on how to solve it.
I have a security role A where users having this role have Create, Write rights set to User for a custom entity (called C). Now C has Notes switched on. So a user U with role A, can go and create C. U can also add notes. Now say User X comes along who also has role A, he can see the record created by U. If user X go to the Notes section, it allows him to add some notes but when he hits the Done button, CRM throws a generic error.
Error
An error has occurred.
Try this action again....contact Microsoft Support.
So I get it that the security role A, allows any user to create and edit entity C and as Notes will inherit from C, hence users can add and edit notes if they own the record, but those users such as X who dont own the parent record C obviously cant create/edit the notes on that record. But the problem is I'd like to trap this error so that I can prevent it being displayed or atleast inform the user X that he's trying to do something for which he doesnt have access rights. Anyone who has come across this problem too???
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Permissions needed to Send Email
Hello All,
Issue we are facing:
We have a custom activity type entity and an approval process on it. Whenever a user updates it's status to approved we are triggering a real time workflow which runs under user's context. We are simply updating this status on another entity and are sending in an email from a common email account. However, we are facing permissions issue if we don't issue "Share" privilege on our activity entity. How does this make sense, can any one answer why? We have rest others taken care already like "Send on Behalf another user" and etc. Thanks in advance.
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