Hi ,
I'm trying to set a default value for a lookup field. I keep on seeing "fieldid" in the suggested script.
How will I know the field id of a certain field?
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Get Field id
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Plugin recursion in MS CRM
Hi experts,
I have a query on the recursion of plugins. By default the maximum allowed loop for recursion is 8.
In my scenario I have self referential entity, used to maintain some configuration data for different business units.By default when I create a configuration record for the top BU it should get created for all the BU's under it and on update of the data on the parent record should also update all the records under it.
To achieve this we created a plugin which will be triggered on Create and Update of record.
when first record is created,on post create it finds the child BU's of the current BU and creates the record for the child in a loop and this Plugin will be called for all the child BU's till it creates the record for last child.
We have similar BU structure in all environments, but this Plugin is working in only some environments . In other environments we are getting exception at 8th time calling.
Do you see any issues here or any suggestions to re implement the logic in a different way would be appreciated.
Thanks!
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CRM Knowledge Base and SharePoint
Hello,
Can SharePoint be integrated with Dynamics CRM so SharePoint alerts and notifications are sent through Dynamics CRM?. If so, how?
Regards
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CRM Hybrid Configuration Error: "Aquiring [sic] Token from ACS has failed."
Message from 365::
*********************
Aquiring Token from ACS has failed. Please check if your tenantId is specified correctly in your Email Server Profile, and make sure your Exchange and CRM are under the same tenant
*****************************
Response from Exchange:
*****************************
System.FormatException: The e-mail address is formed incorrectly.
at Microsoft.Exchange.WebServices.Data.EwsUtilities.DomainFromEmailAddress(String emailAddress)
at Microsoft.Exchange.WebServices.Autodiscover.AutodiscoverService.GetSettings[TGetSettingsResponseCollection,TSettingName](List`1 identities, List`1 settings, Nullable`1 requestedVersion, GetSettingsMethod`2 getSettingsMethod, Func`1 getDomainMethod)
at Microsoft.Exchange.WebServices.Autodiscover.AutodiscoverService.GetUserSettings(List`1 smtpAddresses, List`1 settings)
at Microsoft.Exchange.WebServices.Autodiscover.AutodiscoverService.InternalGetSoapUserSettings(String smtpAddress, List`1 requestedSettings)
at Microsoft.Exchange.WebServices.Autodiscover.AutodiscoverService.GetUserSettings(String userSmtpAddress, UserSettingName[] userSettingNames)
at Microsoft.Crm.Asynchronous.EmailConnector.ExchangeConnectivityDiscoverer.DiscoverUserSettingsInternal()
Please i need your help
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Adding a Button to a Form
Hi All,
I want to add a custom button next to a field in a Dynamics 365 form. So I have used the following code and follow the instructions here-
https://www.tutorialspoint.com/microsoft_crm/microsoft_crm_html_web_resources.htm
<html><head>
<style>
.button {
background-color: 00bfff;
border: none;
color: white;
text-align: center;
text-decoration: none;
display: inline-block;
font-size: 10px;
cursor: pointer;
border-radius: 6px;
}
</style>
<script>
function TestClick()
{
alert("clicked!");
}
</script>
<meta charset="utf-8"></head>
<body>
<button class="button" onclick="TestClick()">Click</button>
</body></html>
But the output is like this on the form
Can someone please tell me what am I missing. What I actually want to do is when someone click on the button I want to execute a workflow, currently W/F is executing via a button in the ribbon. First i want to get display the button on the form.
Thanks.
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Plugin email Sql Encryption Symmetric Key Error
Hi,
I am getting some kind of Encryption error when I try and send an email in a plugin (action). I have two environments that are the same. It works in dev but when I deploy it to a UAT environment, i get the following error whenever the plugin tries to create/send an email. Neither environment is HTTPS. A lot of posts online say to go to Settings->Data Management->Data Encryption but that box will not open as its not HTTPS.
Cannot open Sql Encryption Symmetric Key because Symmetric Key password does not exist in Config DB
If anyone has any pointers that would be awesome.
Thanks,
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Forwarded email synch
Hello,
I have set sever syde sync on my O365 mailbox.
The sync works fine if I send an email directly to my mailbox address.
But if one email message is automatically forwarded to my mailbox by another (external) mailbox, the message is not synched on the CRM.
The scenario is the following:
O365 mailbox: mailbox@tenant.onmicrosoft.com
External mailbox: external@server.com
The external mailbox has a rule that automatically forwards emails with a specific subject to the O365 mailbox.
In this case email are not synched on the CRM.
Is there a way to make things working in case of forwarded email?
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How to create a quote follow up activity from Outbound eMail
I am testing CRM for Outlook add-in and I would like to know about how I can create a "Quote Follow Up" activity from an Outbound eMail a send to an (Account/Customer) .
Thanks for the advice in advance
/Enrique Villamil
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Import Leads from Excel File
How can I import multiple leads from and Excel file ?
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I a trying a very simple stuff. getting value of a lookup field in My CRM console application
Hi Everyone,
How are you .
am new to Microsoft language .currently am working on console application which will have to retrieve lookup field value in my console .
i don't syntax, how to retrieve value from lookup field.
entity name is :kcd_creditrisk
field name id :kcd_billid
Thanks.
Venkat
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can I access error log or trace for Adxstudio ?
Last time I was facing an issue and there was a generic error message with a GUID which was not giving a hint what is wrong. Is there a error log or trace available for Adxstudio to see more details ?
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Error message CRM MOBILE
Hi everybody
I got this error message in the lead form on dynamics crm for phone
can you please help me to resolve the problem
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Points by closed opportunity
Hi!
Dynamics 365 is knew to me and now I´ve got a task I need some help with.
I need to make a solution that gives the user points when a business opportunity is closed.
If it´s closed as won the user is given 5 points and if it´s closed as lost the user gets 1 point.
For the moment I use the free trail of Dynamics 365. I´m really grateful for any help given.
Best Regards
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Update "Primary Relationship Owner" field for around 1000 records
Is there any shortcut to update the "Primary Relationship Owner" field for around 1000 records other than doing it manually one by one?
Thanks for your help!
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Setting Default Pricelist
Hi ,
I want to set a default value for pricelist when the forms open
but my script is not working
var object = new Array();
object[0] = new Object();
object[0].id = "D48ABA4F-D1AC-E711-8103-C4346BADB6BC";
object[0].name = "Local";
object[0].entityType = "pricelevelid";
Xrm.Page.getAttribute("pricelevelid").setValue(object);
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adxportal hosting options with 365 CRM ?
Hi,
I m new to adxportals, we have dynamics 365 latest version.
In some training videos they suggest to install portals by importing and exporting packages. Do I have this option with 365 ?
What hosting options I have with CRM 365 ? Has it to be in azure ? If so will I able to access code and config files ?
Please guide how it should be I want to have flexibility where I can change code and config files.
thank you.
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Sending Emails to Distribution list from Dynamics MSCRM 2015
I have added "Distribution List" email Id as Contact in dynamics and sending an email to the Contact.
It fails to send the email. However, I can send emails from outlook to the same list successfully. I wonder what stops to reach emails to the recipient's mailbox when sending from Dynamics.
Please help to resolve. Below is the failure email received.
Delivery has failed to these recipients or groups:
(XXXXXXXXXXXXXX@XXXXXX.com)
Your message can't be delivered because delivery to this address is restricted.
For more information about this issue see DSN code 5.7.1 in Exchange Online.
Diagnostic information for administrators:
Generating server: SERVERNAME
XXXXXX@XXX.com
Remote Server returned '550 5.7.1 RESOLVER.RST.AuthRequired; authentication required'
Original message headers:
Received: from xxxxx by xxxxxxx
xxx with Microsoft SMTP Server (TLS) id 15.0.1263.5; Fri, 3 Nov
2017 14:51:04 -0400
Received: from xxxxxxxxxxxx (111.11.11.11) by rxxxxxxxxx
(111.11.11.11) with Microsoft SMTP Server id 15.0.1263.5 via Frontend
Transport; Fri, 3 Nov 2017 14:51:04 -0400
MIME-Version: 1.0
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[CRM 365].[Interactive Service Hub]. I cannot see the Process Stage when create article ?
Hi Pros,
Why I cannot see the process stage although I already activated the process stage?
Can you explain and give me the way to show the process stage when I create article via Interactive Service Hub?
Thank so much all
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QueryExpressions: What's your preference?
Hi,
Our software developers are starting to use CRM SDK a lot.
As I am reviewing code, I notice that some developers like to write QueryExpressions inline and others prefer nesting.
Inline:
QueryExpression qe = new QueryExpression("account");
qe.ColumnSet = new ColumnSet("accountid", "name");
Nesting:
QueryExpression qe = new QueryExpression()
{
EntityName = "account",
ColumnSet = new ColumnSet("accountid", "name")
};I would like for all of our developers to use either one way or another. I am leaning towards the nested route since it's easier to read. Imagine if you have 2 or 3 levels of linked entities. It's much easier to read as opposed to the inline method.
Questions:
- Are there any guidelines for writing QueryExpressions or is it based on preference?
- Which way do you prefer (inline, nesting) and why?
Any other tips would be appreciated.
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Create new Pop Up helpers balloons for some fields in Portal Case form
Hello,
I am using CRM Online.
I am willing to create some helpers for my users that are having issues filling forms, for this I would like to create some more helper balloons on the form. Please see below the one that comes with Portals as default.
Any help is welcome.
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