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Microsoft Unified Interface does not fire an onChange or onLoad event when a field is updated from a real time workflow.

April 4, 2019, 11:37 am
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Hello.

I have a Dynamics 365 org (9.1.0.3063) where I update a field on a form, which triggers a real time workflow.  The completed workflow updates another field on the form, which we use to execute JavaScript to set the form notification. This process works well with the default web app, but does not work with the new Unified Interface. My testing shows that updating a field with a real-time workflow does not fire the field's onChange or the form's onLoad events.

Can anyone confirm they are experiencing this as well, and perhaps offer a workaround?

Thank you for reading.

Ref: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/events/attribute-onchange

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Pulling a grid from an account record onto a stream of activities.

April 4, 2019, 11:37 am
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I am trying to build an activity that will pull information in from the account based on the dates that that information is no longer accurate. For example, if our account has a goal that expires 4/4/19, then the information about the goal will pull into the activity. 

The challenge is, if I have more than one goal associated with the account it makes more sense (to me at least) to make goals an entity and associate it with the account so it will show up in a grid on the account. But this makes pulling it into the activity more difficult. An additional challenge is that these are pre-scheduled activities that go out at a set cadence and pull other date specific information from the account already, so I can't create the activity directly from the goal out-dating.

Is there a way to put that same grid from on the account to on every activity of a certain type that I make? And even better if I can hide those goals on the grid that are not out dated.

My best guess is creating tons of hidden fields on the account and upon changes to the goals, it would update those fields and those fields would pull to the activity, but I wanted to check if there was a better/simpler/more elegant method before I started making a mess of my CRM.

I really appreciate your advice!

tl;dr: Can I pull a related entity grid related to an account into an activity related to that same account automatically?

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Opportunity Estimated Revenue not calculating from Quote amount.

April 4, 2019, 12:47 pm
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Hi,

I have a trial account in dynamics 365. No customization made.

1. I have created Opportunity and added 'Topic' , 'Contact' , 'Currency' , 'Price List'
2. Added 'Revenue' as "System Calculated"

3. Saved

4. Added active Quote

But still 'Est. Revenue' not calculated from quote amount. Tried clicking 'Recalculate Opportunity' button but no help


Note: 'No' product added to Opportunity

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To Inactive record after validate date field

April 4, 2019, 1:20 pm
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Guys, I have a problem!

I need to change the status of a product to inactive after the expiration date (system field) is exceeded. What is the best solution for this?

Tks

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Updating bpf stage id v9

April 4, 2019, 1:37 pm
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Hello community,

i'am trying to update the stage of a bpf but getting the error:

Active Stage ID ‘985ad5d7-fda7-4adb-a2c6-d328b9989367’ does not match last Stage ID in Traversed Path ‘38a8cae5-cf4f-414d-b135-a32d0cecbc12’.

Code:

FetchExpression BPFex = new FetchExpression(baseQuery);
EntityCollection e = service.RetrieveMultiple(BPFex);

if(e.Entities.Count>0)
{

foreach (var sa in e.Entities)
{

EntityReference d= sa.GetAttributeValue<EntityReference>("activestageid");
d.Id = myid;
service.Update(sa);


}

thank you

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Sharepoint integration - metadata

April 4, 2019, 5:06 pm
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We are looking to leverage the integration between dynamics 365 and Sharepoint to store documents against to account record. The issue that I’m finding is that we aren’t able to create new metadata fields when uploading a document from CRM. Doesn’t anyone have any ideas on add ins that can help address this gap? Thanks Eric

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Create a lookup field on web template

April 4, 2019, 5:44 pm
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Hello everyone  my name  is  Taniguchi  and  i am created  a table  boostrap  to  look  like a grid  and  i want to  put a  lookup  field  in this web template but  i dont  know  how

Can  anyone  one  help me ? Thanks

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About CRM programming environments and skills with class tree structure diagram such as IOrganization Service, IDiscoveryService,

April 4, 2019, 7:03 pm
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I am just learning CRM with trial version of Microsoft Dynamic 365 for Customer Engagement, I need help from all experts, I appreciate if any expert can correct me and add or change my following findings:

so far, to make it simple, I found that the program coding environment basically includes:

1. Client side object model (Xrm.Page Object Model) which uses JScripts, and combined with HTML, CSS, xml, images etc.

2. Server side programming, basically writing different plugIns using IOrganizationService and IDiscoveryService using C# or VB

Is my understanding right, can anybody correct me or add more of it?

Many programs have their class diagram as a tree structure, so I can put it on the wall in office for reference daily,

does anybody have resource links or PDF document of CRM program class (Object) diagram, basically, we can see all classes in one diagram overview?

Thanks a lot

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how to get value while click on RoleList ? use javascript

April 4, 2019, 9:42 pm
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Hello experts 

how to get value while click on RoleList ?when i click rolelist it value  should be display on text .please advise or share me javascript ,i want to do in javascript 

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Change owner of Dashboards, Reports and Views

April 4, 2019, 10:56 pm
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Hi,

I do have few Dashboards, Reports and Views created by few users and they shared to few users. Now they left the company and we would like to deactivate their account from CRM. If we do this then it will impact on all reports, Dashboards and Views.

I can fetch list of all Dashboards, Reports and Views, but should I update the owner or Do I need to create new?

Please suggest as soon as possible.

Regards,

Vaibhavi Pandya

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Passing a form attribute parameter to a iframe

April 4, 2019, 11:15 pm
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Hi all,

I've got a quick question on how to pass a form field attribute as a parameter in the url of the website iframe. I'll give you the situation:

I want to put a iframe which loads the website (url: "https://test.website.com/user/") and the parameter string on change of a tab (expand or collapse) to the end of the url e.g. "https://test.website.com/user/<parameter>". I've seen an article on this to improve performance of the form here. The iframe is put in a form within the Accounts entity and I want to retrieve a field attribute from the contact (field name "new_attributefield") in the Primary Contact lookup field against the account (field name "primarycontactid".

I've created the form tab and have it collapsed by default and inserted the iframe into the tab. I'm just a little lost as to what to put into the webresource javascript so that it passes the parameter to the end of the URL. The nuance is that the field attribute isn't on accounts but from the contact referenced in the primary contact lookup field.

I tried using the javascript provided in the cobalt site but the script wasn't working. Any help would be greatly appreciated.

Kind regards,

Michael

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Possible way to Add ribbon button for both Sales and Sales Hub using one Solution itself?

April 4, 2019, 11:41 pm
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I am trying to place a ribbon button for my custom solution for Sales app in CRM. I have to place the button on the SubGrid (Mcrm.Subgrid) ribbon for it to show up in Sales Hub (with the UNIFIED INTERFACE) and in EntityForm (Mcrm.Form) for it to show up in the Sales app (Legacy web client).

Is there a way I can have both scenario's handled with one placement?

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How to Change lookup field to optionset field

April 4, 2019, 11:45 pm
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Hi Guys,

I have two entities. i create relationship between two entities and add lookup field to one entity but in my requirement i want to change my lookup field to optionset type. It is any possibility is there for change lookup to optionset. anything is there means please tell me guys

Thank You

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Auto follow-up task workflow not working for all users

April 4, 2019, 11:49 pm
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Hi

I have created a workflow similar to this (https://www.powerobjects.com/blog/2012/09/20/how-to-create-automatic-follow-up-activities-in-crm-2011/) that will create a follow-up task in Outlook whenever we set a closing date for the opportunity or lead. Scope is set to organisation.

The problem is that it works every time for me, but only sometimes for my colleague. When it does not work for my colleague, the workflow either does not create a follow-up task or the follow-up task looks like it was created by me (which it was not).

What seems to be the problem here?

Thank you.

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Is it possible to submit import job again?

April 4, 2019, 11:50 pm
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Is it possible to submit import job again?

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Notes not showing on Edit Case Entity Form of Customer Service Portal

April 5, 2019, 12:23 am
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Hello Expert,

I am facing issue while Editing Case from Portal. On the entity form of edit case I can't see Add Notes section. Even I am unable to see any note added from CRM. Only thing I can see is Portal Comments there. 

Any idea what can be wrong there?

PS I have checked entity permissions, entity metadata and web roles as well.

Thanks

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Best practice to replicate CRM (dynamic 365) data to on-prem SQL server

April 5, 2019, 12:31 am
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Hi,

just wondering what is the best option to create replicated data of all or selected entities to on-prem SQL server.

So far I have used SSIS with Kingsway components to move the data. However, how can we create tables structure for all or selected entities automatically? or how the Optionset will work? what are other things that need to be taken care of?

Do I have to create dataflows for each entity manually or there's a tool/script that can help?


Please let me know from your experience the best way to achieve this?

Note: I know about the data export service but we have already ruled this option.

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Contact can not be deleted. Help

April 5, 2019, 12:48 am
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When I delete a contact, I get the following error.

  Invalid column name 'msgdpr_GDPRParentId'

Help me please.

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how do I change Title of a Record form ( Dynamics 368 v9 )

April 5, 2019, 1:49 am
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In the lead form the title highlighted in the snip above shows the name of the person, I would like to change it to the lead Title instead. 

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Dynamics 365 CRM Integration

April 5, 2019, 1:50 am
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Hi,

I have a plugin on update of opportunity. In the plugin , I am consuming an external service and getting a JSON object . In the code, I am iterating through the JSON object and creating/updating other entity records. My question here is , let's suppose if the JSON object has 100 iterations and at 50th iteration if I get an error while updating/creating the other entity , then what will happen ?

All the next 50 records doesn't get updated/created ?

Even the first 50 records will be reverted back which created/updated ?

How can I loop through all iterations , even there is an error at some iteration ?

Basically, here I need to send a log file on how many records updated and how many created ? and also how many failed . How to achieve this ? Could some one please help me. Thanks !!

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