Hello,
I have a javascrip that when a quote is lost it generates a new quotation with data from the previous quote via workflow.
I have a javascript that takes the previous Quote ID, brings the descriptions of the previous Quotes, and updates the information in the new Quotation.
So far so good, the problem is that I need to call this javascript when the workflow creates the quote, is this possible?
Thank you
Hi,
I have a problem with setting up with sharing 1 Sales Rep's information with 2 or multiple Territory managers (TM) from different Business Units (BU). Record are assigned to SR by Owner field (not through the team).
Sales rep can be part of 2-3 teams in different units. Territory managers have to see the records that belong only to them or Sales Reps from their team.
I've tried to create the Custom teams to provide TMs access to different BU, but I haven't found the way to limit their access to all the record of foreign BU.
What would be the correct organization structure (BU, Team) to apply here and what are the security roles i should apply?
Thank you!
Alex
Dear Friends
It is request to please guide me about the following scenario:
I have Table in HTML Web Resource for example #Table_Contact containing 3 column (CheckBox, ID, Name).
When I click on SAVE button of CRM, I want to fetch only the Checked Rows of #Table_Contact of HTML Resource.
I write the Function called Func_fetchCheckRows and call it on OnSave Event of Form.
Please guide me which method I will use to access the HTML Web resource.
Thanks
Hi,
How can I get the Value from an Item in the Multiselect field using JavaScript
data in multi-select field :
Item Value
----- --------------
Pear 1000000001
Orange 1000000002
Apple 1000000000
So now I want to get the value for Pear = 100000001
logic: Get (Value) where Item = Pear
There may be up to 30 items in my list to go through
The .getValue returns all values separated by a comma --> 100000000, 100000001, 100000002
The .getText returns all texts separated by a comma --> Apple, Pear, Orange
Any help is greatly appreciated.
Hello Experts,
I have a Poll entity having 1:N relationship with PollSession entity. Need to update SMS content in PollSession entity's text field based on SMS Content Template selected on Poll entity. Business wants to set SMS content with dynamic values (same feature as email template.)
I didn't find any OOB way, anybody can suggest me how can achieve this ??
Let me know if more information needed.
Thanks
Hello,
I am trying to insert (upsert) data using KingswaySoft to CRM Dynamics 365 On-premise.
During whole process all components are executed without issue and shows green upto end.
But when I stop my debugger it shows error as mentioned in subject line. For testing I am trying to insert five records but that fails.
I KingswaySoft component, I selected option to "Redirect row to error output" so that I can see what is causing the issue. But data row has no error description.
Hello
I'd like to know if there's a way to add a customized button on a BU.
I'm trying to add a button here:
Is it possible? and if so, how? I've tried using Xrm tool kit's ribbon workbench but it did not work.
Thank you
Hello,
I have seen "Mscrm.ButtonUtils.HoverOn" referred to in button-related posts.
Can anyone tell me where the Mscrm.ButtonUtils library is located within CRM, so that I can look at the methods? Specifically I would like to change the colour on HoverOn()
I have looked through all the web resource/customization options.
Many thanks
- Seamus
Sorry if it is a newbie question, but does document.getElementbyId not work if the control's attribute is set to "hidden" (CRM form textfield with "visible by default= no")
I am trying to use a dummy field ("new_place_holder") as a reference point to insert a button (unsupported, I know). It is below a subgrid and rather than waiting and checking that the subgrid had properly loaded I thought a workaround would be to use a dummy field as a placeholder (knowing it would be accesible before the subgrid).
My code is:
var placetoinsert = document.getElementById('new_place_holder');
insertAfterField.parentElement.insertBefore(my_new_button, var placetoinsert);
This works when the field 'new_place_holder' is set to "visible" on the form, but as it is just a referencing anchor I do not want it to be visible. As soon as I set it to visible=no it does not work. If indeed document.getElementbyId does not work if the control's attribute is set to "hidden", is there any other function/way of referencing a field for this purpose, which might work when the field is invisible?
I hope this makes sense.
Many thanks,
- Seamus
Hi, I know with CRM 2016 and the advanced find you cannot say show me contacts with no tasks without custom fetch XML.
I am curious though if with fetch XML you could could go a step further.
I would like to be able to say show me all contacts not on a specific static marketing list. If I use not on a marketing list it still returns contacts that are on other marketing lists, I would like to be more specific though.
Thoughts?
Dear Friends
I have the following JavaScript in HTM Web Resource :
function action()
{
//var parentActivityId = parent.Xrm.Page.data.entity.attributes.get('activityid');
var parentActivityId = '8f39813a-2850-e911-a2b6-005056986a49';
alert("working" + parentActivityId);
var countTables=$('#Tab').find('table').length;
//alert("Numbers of Table are" + countTables);
var table_ID="Tab";
var table_No=1;
//var countCheckedRow=$('#Tab1').find("input[type='checkbox']:checked").length;
//alert("Checked Rows are" + countCheckedRow);
var table_ID=table_ID+table_No;
alert("working" + table_ID);
var grid = document.getElementById("Tab1");
//alert(document.getElementById("Tab1").rows[0].innerHTML);
alert(parent.document.getElementById("Tab1").rows[0].innerHTML);
//Reference the CheckBoxes in Table.
var checkBoxes = grid.getElementsByTagName("input");
var topicID = "";
alert("check boxes - "+ checkBoxes.length);
for (var i = 0; i < checkBoxes.length; i++) {
if (checkBoxes[i].checked) {
alert("Checked");
alert(document.getElementById("Tab1").rows[i].innerHTML);
// var row = checkBoxes[i].parentNode.parentNode;
//topicID = row.cells[1].innerHTML;
//alert(" " + topicID);
}
}
in the above function both of following statement not working:
alert(document.getElementById("Tab1").rows[0].innerHTML);
alert(parent.document.getElementById("Tab1").rows[0].innerHTML);
Is there any concept to generate fields dynamically ??
Hello,
As now the customization are done through Power Platform, I created a standard custom entity , but cannot see anywhere in the UI.Also previously we used to configure the area also for the custom entity ,where it needs to be displayed. But now it is not asking that configuration even.
Where can i see my created custom entity?How can I define area where it should be available?
I am trying to import an organization from crm 4 to crm 2011
Below is the error I receive
System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> Microsoft.Crm.CrmException: The dependent component Entity (Id=5f2e7ae7-d327-49b5-a343-61d48f1bcd28) does not exist. Failure trying to associate it with EntityRelationshipRole (Id=f6b1b0e9-f61a-434d-8dc8-a3417eccb233) as a dependency. Missing dependency lookup type = PrimaryKeyLookup.
I queried SQL & found out that the error means the below:
The dependent component Entity (TransactionCurrency) does not exist. Failure trying to associate it with EntityRelationshipRole (TransactionCurrency_KbArticle) as a dependency.
These are system entities, please advise how can I proceed
Hello,
I've 2 quick campaign that are always in progress state and the counter doesn't move.
How can I correct the state ?
Hello,
My database is growing quickly because of emails sent by Quick Campaign.
The size is now 150 Gb.
Is it possible to clear "some" email (NOT ALL) from Audit History ? Because the delete only move the e-mails to the history and the database size is the same.
Thanks in advance,
After updating CRM Tablet App for Android (update from 23.2.2019) cann't connect to CRM server , error "
iPad CRM Tablet app works fine. Server version 8.2.2.112 (IFD setuped correctly and working for web browser, iPad app)
Any ideas? How/where can I get previous CRM tablet app version to compare behavior.
Help appreciated.
David S
Hi,
The users are using Relevance Search to search from attachments. Now in the Unified Interface the search find correct annotation (note) but user cannot navigate to the regarding entity nor open the attachment from the form.
I have discovered couple of workarounds but all of those are so clumsy that it really slows down users. So are there better workarounds or even a solution? I have not yet tested the behavior in the April 2019 UI refresh .
My workarounds
- Use dedicated "classic" app for this kind of search (I have 5 different user groups with UI apps and only one classic APP so there are mixed needs for the app)
- Use advanced search to search the annotation using the filename from Relevance search results. From Advanced search the "classic" note form is opened instead of UI form
- Open the annotation from relevance search results. Then edit the url and remove the appid parameter => classic form is opened
We have a qouple of workflows set up, that create emails in draftmode, with pre-defined senders and recipients (For example the owner of a case, and the customer).
An example would be a case being resolved, and the system then creating an email in draft mode from - with the owner of the case being set as sender. In many circumstances we need to have these in draft-mode, so that the user can make adjustmenst to the predefined text before sending, add attachments and so on.
Recentely we upgraded to 8.2.3.8 on-prem, and after this we are having trouble with the users default signature being added when the users open the workflow-created email.
It's then added at the TOP of the email-message itself, not after the workflow-created text.
The signature is not added during the email-creation itself, as I've checked this by expanding the email in social pane - it's only added upon opening the mail, before sending.
So what I've now spent hours searching for, is a way to actually add the default signature in the workflow-process itself, to remedy this problem?
I cant find any way, so far, of doing this through the default workflow designer...no step for "add email signature" or such...
(I've also tried both realtime and background workflows, ownership of the created email and such - but nothing has come out of it so far.)
Tips would be very much welcome here....
Unable to connect CRM on premise through console app using "Service" account.Getting below error.Do we need to add any specific roles to device accounts other than "system admin" role.
Error:The caller was not authenticated by the service
OrganizationServiceProxy _serviceProxy;
ClientCredentials client = newClientCredentials();
client.UserName.UserName = UserName;
client.UserName.Password = Password;
using (_serviceProxy = newOrganizationServiceProxy(newUri(SoapOrgServiceUri), null, client, null))
{
_serviceProxy.Authenticate();
return (IOrganizationService)_serviceProxy;
}
