Hi,
Usually i used this below code to retrieve value from field.
Xrm.Page.getAttribute("fieldname").getValue();
I have a lookup field with addCustomView in it. The filter within XML query is based on field(field A and field B) in the form. The problem is, when the value in the field A and B is not saved to the db. The above code will return null value. I want to get the value from field A and B before it's saved to DB
In my company, users create quotes in DocuSign, and when they save them an Opportunity gets created in CRM. In the CRM Opportunity, a document gets created in the "Note" section as well. For some reason when users save their quotes in QuoteWerks, the document in the CRM Opportunity says it was modified by me, even if someone else created it. Why might this be happening? How can I fix it?
Hi All,
Requirement is like I want to launch a Power BI report through a ribbon button in my D365 environment.
Is there any way to accomplish this requirement?
how to give functionality to a button by clicking ,it has to direct to a html webpage(writing javascript in html file) using ribbon workbench in ms crm kindly help me with this as i am new to this course
Hi Guys,
I got a task of expanding the Notes section as below,
when the page gets loaded.
I am able to accomplish this task,But What i problem i face here,
whenever I click on the Attach button it gets disapper and it doesn;t reappear or show "choose a file", I am unable to fix this one .
Please help and advise.
Hello,
Since yesterday, the outlook plugin won't works. When i click on the addon, it appaear a white windows without any choice...
Thanks for your responses
Hi,
I am trying to fetch data of one CRM instance to another CRM instance through virtual entities.
Steps I have followed:
1. I have generated bearer token of 1st CRM instance, for which i need to show data in another instance.
2. I have created data source in 2nd CRM org of type Odata V4. Added the URL of 1st CRM instance, added Authorization header with its bearer token value inside 'Request Parameters'.
3. Created a virtual entity by mapping already created data source and gave same schema name of entity (from 1st instance) in 'External Name'.
4. Wanted to use 2 fields which are already there - Id and Name, so added external names for these 2 as schema names from 1st CRM instance.
Trying to get the data from Advanced find, but getting below error:
Entity could not be retrieved from data source. Please try again or contact your system administrator.
Could anybody help if i am missing something.
TIA.
Hi All,
I made a JS Code to display the filtered case records, but it is displaying all the case records in the subgrid.
Previously, this was working with document.getElementById syntax but as this is not supporated in new UI. So, I am using Xrm.Page.getControl() syntax but using this syntax it displays all the case records not the filtered?
Code is given below: -
function GetCases() {
var casesGrid = Xrm.Page.getControl("CasesRelatedtoSites");
var accountChildCasesGrid = casesGrid.getData();
var rootAccountID = Xrm.Page.data.entity.getId();
if (accountChildCasesGrid == null){
setTimeout('GetCases()',1000);
return;
}
var fetchXml = "<fetch version='1.0' mapping='logical'>";
fetchXml += "<entity name='incident'>";
fetchXml += "<attribute name='title'/>";
fetchXml += "<attribute name='customerid'/>";
fetchXml += "<attribute name='statecode'/>";
fetchXml += "<order attribute='title' descending='false' />";
fetchXml += "<link-entity name='account' from='accountid' to='customerid' link-type='inner' >";
fetchXml += "<filter type='and'>";
fetchXml += "<condition attribute='accountid' operator='eq-or-under' value='" + rootAccountID + "' />";
fetchXml += "<condition attribute='accountid' operator='not-null' />";
fetchXml += "</filter>";
fetchXml += "</link-entity>";
fetchXml += "</entity>";
fetchXml += "</fetch>";
// Layout of subgrid.
var LayoutXml = "<grid name='resultset' object='8' jump='new_name' select='1' preview='1' icon='1'>" +
" <row name='result' id='new_boat'>" +
"<cell name='title' width='100' />" +
"<cell name='customerid' width='100' />" +
"<cell name='statecode' width='100' />" +
"</row>" +
"</grid>";
if (accountChildCasesGrid.control != null){
accountChildCasesGrid.control.SetParameter("fetchXml", fetchXml);
accountChildCasesGrid.control.refresh();
}
else{
setTimeout('GetCases()',1000);
}
}
Hi Guys,
In our CRM instance, the probability field is automatically set to 25% after winning any opportunity.
Any idea?
I am trying to Import a managed solution that imports plugin assemblies from DLLs stored in GAC. (This is CRM on-prem version 8.2.2)
After deploying the plugin DLLs to GAC, I am doing an IIS reset and Restart Async Services.
The solution import fails the 1st time. and when I do another IIS reset, it succeeds.
The errors in the Trace file are:
Crm Exception: Message: Plug-in assembly does not contain the required types or assembly content cannot be updated., ErrorCode: -2147204725
Crm Exception: Message: Plugin Types import: FAILURE. Error: Plugin: Ellucian.Recruiter.XCAS, Version=5.3.0.0, Culture=neutral, PublicKeyToken=55c547a3498c89fb of PluginTypeName: Microsoft.Crm.Entities.PluginType and PluginTypeNode: System.Xml.XmlElement caused an exception., ErrorCode: -2147188718, InnerException: Microsoft.Crm.CrmException: Plug-in assembly does not contain the required types or assembly content cannot be updated
Web Service Plug-in failed in SdkMessageProcessingStepId: {1B830950-E106-4EE1-B3FD-D348CB65DC8D}; EntityName: none; Stage: 30; MessageName: ImportSolution; AssemblyName: Microsoft.Crm.Extensibility.InternalOperationPlugin, Microsoft.Crm.ObjectModel, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35; ClassName: Microsoft.Crm.Extensibility.InternalOperationPlugin; Exception: Unhandled Exception: System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation.
Any help is appreciated.
Hi,
I would like to list all the active products that does not "contain" any opportunity product
How could I do this please?
Thank you!
Camille
Hello,
We have recently moved to SharePoint 2019 on prem and we are upgrading CRM 2016 to D365. I am wondering if SharePoint 2019 on prem will work with D365 on prem. I have seen some forums stating that people believe it does, but then when looking at the links the posted, it only talks about 2013 and 2016. I am having a hard time finding anything that actually states that it will or wont work with D365 on prem.
Hi,
I want to change the Quote "Close Pop-Up" default Field value.
Kindly check below screenshot, I want to change "Create a revised quote" default value as YES.
let me know if any solution or workaround.
Thanks in advance.
I have two Entities, Passengers (With date&Time field) and Bus (with date&Time field).
In Entity Bus i created a subgrid of Passengers,
When i select Particular Date&Time(30/07 8.00 am) then i want to see all the Passengers list who selected the same date&Time (30/07 8.00 am) in subgrid
Any Ideas
Hi,
I have a lookup that i need to customize. Is it possible to disable "Show Only My Records" checkbox?
Or can i do any manipulation about how it looks?
Thanks
I have recently joined a company where they send out Annual subscription letters manually.
Is there a way I can run a workflow to create a letter to the customer showing they what the current subscriptions are?
We have tried to do this in the test programme but it pulls through all the subscription history over the last 4 years not just the active one for the current year.
Many thanks
Chris Martin
We recently upgraded from CRM 2011 on premise to a new server for CRM 2016 on premise DB version = 8.0.1.97. Users were also upgraded from Office 2013 to Office 365 and then subsequently their old 2011 Outlook client was uninstalled and the 2016 version (build # 8.1.0.371) was installed.
There are a good number of users, though not all, that report they can see the CRM records in Outlook but when they click or double click a record there is no response. When right clicking an item there is no 'edit' option in the menu. Sometimes after multiple clicks a record will open but some will not at all and they must use IE. All users have at least read-only permissions on the records.
We have had them use diagnostics - clear temp files. Also have had them remove the Outlook CRM (.sdf) data files and resync along with restarting their machine etc.
This apparently fixes the issue but only for a short while (sometimes just minutes) and then issue returns again.
Are there any other possible suggestions ?
We cannot upgrade to any newer version of CRM or client at this time.
Trying to login to CRM dynamics and get the following message;
"An error has occurred.
Try this action again. If the problem continues, check the Microsoft Dynamics 365 Community for solutions or contact your organization's Microsoft Dynamics 365 Administrator. Finally, you can contact Microsoft Support."
This happen to anyone else, if so do you know how to correct it?
Hi,
I am getting the following error upgrading from 8.2.3 to 9.0 on premise
Invalid column name 'CampaignIdName'
This happens at the end of the upgrade process
Log Details:
11:48:35| Info| Upgrading the views in the MSCRM database
11:48:58| Info| Action Bin\Microsoft.Crm.Setup.DiffBuilder.dll:RegenerateAllViews with id c013f4df-104a-4f51-8eb5-524b2ff7fea5 of type DllMethod to Upgrading the views in the MSCRM database failed on attempt 2. Retrying in 30 seconds. Exception: Exception has been thrown by the target of an invocation.
11:49:47| Info| Action Bin\Microsoft.Crm.Setup.DiffBuilder.dll:RegenerateAllViews with id c013f4df-104a-4f51-8eb5-524b2ff7fea5 of type DllMethod to Upgrading the views in the MSCRM database failed on attempt 3. Retrying in 30 seconds. Exception: Exception has been thrown by the target of an invocation.
11:50:32| Error| Applying database updates to organization with name = CrescendoSystemsCorp Id=c937539f-2d8c-44a0-9955-a99e5a6293e4 failed with Exception:
Microsoft.Crm.CrmException: Error in Action: Bin\Microsoft.Crm.Setup.DiffBuilder.dll:RegenerateAllViews on attempt 3. System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: Invalid column name 'CampaignIdName'.
at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction)
at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)
at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady)
at System.Data.SqlClient.SqlCommand.RunExecuteNonQueryTds(String methodName, Boolean async, Int32 timeout, Boolean asyncWrite)
at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(TaskCompletionSource`1 completion, String methodName, Boolean sendToPipe, Int32 timeout, Boolean& usedCache, Boolean asyncWrite, Boolean inRetry)
at System.Data.SqlClient.SqlCommand.ExecuteNonQuery()
at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command)
at Microsoft.Crm.CrmDbConnection.<>c__DisplayClass106_0.<InternalExecuteNonQuery>b__0()
at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func)
at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func)
at Microsoft.Crm.Metadata.SqlHelper.ExecuteBatches(IDbCommand sqlCommand, String sqlScript)
at Microsoft.Crm.Metadata.SqlHelper.ExecuteBatches(ISqlExecutionContext context, String sqlCommand)
at Microsoft.Crm.Metadata.ViewGenerator.RegenerateReportViews(Guid[] entityIds, Dictionary`2 viewSet, Boolean grantAccessToReportObjects)
at Microsoft.Crm.Metadata.ViewGenerator.RegenerateViews(ViewGenerationInfoDictionary viewGenerationSet, SqlViewTypes viewTypes, Boolean grantDatabaseAccessToReportViews)
at Microsoft.Crm.Metadata.ViewGenerator.RegenerateEntityViews(String[] entityPlatformNames, SqlViewTypes viewTypes, Boolean grantDatabaseAccessToReportViews)
at Microsoft.Crm.Setup.DiffBuilder.RegenerateAllViewsPrivate(String isServerMode, SqlExecutionContext sqlContext, String isXrm)
at Microsoft.Crm.Setup.DiffBuilder.RegenerateAllViews(String isServerMode, String isXrm)
--- End of inner exception stack trace ---
at System.RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor)
at System.Reflection.RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments)
at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
at System.RuntimeType.InvokeMember(String name, BindingFlags bindingFlags, Binder binder, Object target, Object[] providedArgs, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParams)
at Microsoft.Crm.Setup.Database.DllMethodAction.Execute(Guid organizationId, Nullable`1 operationType)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.<>c__DisplayClass85_1.<ExecuteReleases>b__0()
at Microsoft.Crm.Setup.Database.DatabaseInstaller.<>c__DisplayClass85_1.<ExecuteReleases>b__0()
at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action)
at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseInfo releaseInfo, Boolean isInstall)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.installInternal(Boolean isInstall, Int32 languageCode)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.<>c__DisplayClass92_0.<Install>b__0()
at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action)
at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.<>c__DisplayClass94_0.<InstallUpdate>b__0()
at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action)
at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
at Microsoft.Crm.Setup.Common.Update.DBUpdateDatabaseInstaller.ApplyDBUpdates(Guid orgId, Nullable`1 operationType, Int32 langCode, String releaseFilePath)
at Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction.ApplyDBUpdatesInternal(Guid orgId, String orgUniqueName, String releaseFilePath, OrganizationOperationType operationType, Boolean isXrm, Int32 langCode)
11:50:32| Info| CrmAction execution time; InstallDatabaseUpdatesAction; 00:03:26.6839515
11:50:32| Error| Installer Complete: OrganizationUpgrader - Error encountered
11:50:32| Error| Exception occurred during Microsoft.Crm.Tools.Admin.OrganizationUpgrader: Action Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction failed.
InnerException:
Microsoft.Crm.CrmException: Error in Action: Bin\Microsoft.Crm.Setup.DiffBuilder.dll:RegenerateAllViews on attempt 3. System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: Invalid column name 'CampaignIdName'.
at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction)
at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)
at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady)
Any help is greatly appreciated
Thanks
We have old CRM On-Premise with some data in it. And we want to migrate that data to the new server we have. We do not want to migrate all the entities but just some specific ones. I tried to use Configuration Data Migration Utility tool from CRM SDK but it only imported data and not the Notes (Annotations) and attachments for each record. I also tried using Kingswaysoft but cannot figure out a way to import notes just for one entity from old CRM to new one.
Please help!
Thank You,
SJ