Hallo ,
I have Edit my Option set values I noticed that the change are reflected without that i publish it.
that only happens when I add new values in the option set or Edit any existing value of option set .
have someone any idea about that?
Thanx
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Publish option set
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Unable to Add PCF Control by Editing Name space
Hello
I am unable to load / Add PCF Control after editing Name space and publishing in CRM.
First I have name space as , Which is published fine in CRM
<control namespace="XrmforyouControls" >
After Updating Namespace as , We are unable to find control in CRM
<control namespace="PCFControls" >
Please let us know if we are missed anything here
Thanks in Advance
James
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KingswaySoft SSIS error when Published - A password is required ...
Hello all ,
When testing the package from vs everything goes as expected and the task finishes without any errors . However , when I publish the package to SSISDB on Sql Server the package fails with this error
- KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException : CRM service call returned an error : A password is required in order to establish the connection ...
I'm using KingswaySoft as a tool for integration . I have package sensitivity as EncryptSensitiveWithUserKey and I'm writing the password on the connection manager .
Everything is ok on testing but when published it fails !
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How can I remove non-alphanumeric characters from a field using an on-save event?
Hello,
I am trying to remove non-alphanumeric characters from a field using an on-save event. Here is what I have in my OnSave event so far:
(DELCHR(String,'=','!|@|#|$|%');
What else do I need to add to get this event to work? I have not created OnSave events in the past and am new to JavaScript. When I try to execute the event in my form, I receive an error telling me I am missing the ']' symbol, which I do not believe is the issue.
Thanks!
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How can I remove non-alphanumeric characters from a field using an on-save event?
Hello,
I am trying to remove non-alphanumeric characters from a field using an on-save event. Here is what I have in my OnSave event so far:
(DELCHR(String,'=','!|@|#|$|%');
What else do I need to add to get this event to work? I have not created OnSave events in the past and am new to JavaScript. When I try to execute the event in my form, I receive an error telling me I am missing the ']' symbol, which I do not believe is the issue.
Thanks!
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Entity restrictions Note in CRM
Hello good day.
How could you restrict the permissions of reading the entity records note by entity.
For security you can restrict the entity note in general, but what I want is to restrict the permissions individually for each entity (opportunity, etc)
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edit ms CRM 365 interface using vs 2015(CRM SDK)
Hi, I`m new in developing CRM 365
I learned about plugins and I couldn`t find anything about changing the user interface of CRM 365 with plugins with visual studio.
for example, add a button to the top menu in invoice page?
I was thinking to make a plugin to clone invoices but I can't find anything about how I can add a button to the invoice page and execute my plugin with that.
I just wat register my plugin to CRM 365 and my custom button appears automatically.
thanks for helping me guys.
(I work on CRM 365 on-premise)
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CRM 2016 On-Premise - Quick Create onLoad - Get Id of Caller (Sub-Grid)
Hello,
I have a form which contains 4 sub-grids. Each of these sub-grids opens the same quick create form via the Add (+) button (I know... why have multiple sub-grids for the same child entity? The client wants it this way). OnLoad of the quick create form, I would like to determine which sub grid called it, but I seem to be unable to figure it out. I would then like to show / hide fields on the quick create form depending on the sub-grid Id (that part I know how to do ... I just can't seem to get the ID of the sub grid).
Looking at Ribbon Workbench I see that the (+) command adds the "SelectedControl" CRM Parameter to it's javascript function (action). I also know that using "SelectedControl.get_Id()" gives me the ID of the subgrid, but I can't seem to figure out how to access the SelectedControl parameter from onload of the quick create form. It seems as though that doesn't persist to the onload event of the quick create form.
Can somebody show me how I can achieve what I'm trying to do. Perhaps I'm going about this backwards? Perhaps there's a way of accessing the quick create form components from the (+) button of the sub-grid rather than trying to access the caller from onload of the quick create form?
Any help you can provide would be greatly appreciated.
Thank you in advance!
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create new invoice from the code
Hi, I am trying to create a new invoice from the existing invoice and add the products from the existing invoice as well. The issue is it is duplicating products, I highlighted the products that I need. Please help
// getting old invoice details
var oldInvoiceDetails = from o in svcContext.InvoiceDetailSet where o.InvoiceId.Id == entityRef.Id select o;
// add everyting from old invoice details to new invoice detail
foreach (var oldinv in oldInvoiceDetails)
{ InvoiceDetail invdetail = new InvoiceDetail();
invdetail.InvoiceId = new EntityReference(Invoice.EntityLogicalName, invoiceId);
invdetail.ParentBundleId = oldinv.ParentBundleId ?? null;
invdetail.ProductId = oldinv.ProductId; invdetail.UoMId = oldinv.UoMId;
invdetail.Quantity = oldinv.Quantity;
invdetail.ExtendedAmount = oldinv.ExtendedAmount;
service.Create(invdetail);
}
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Credit notes and refunds
Evening,
Does anyone know about credit note and refund process on CRM ?
Thanks
Sara
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Linking multiple entities in one Fetch XML
Hi,
I have a scenario where Entity A need to me linked to Entity B and it is one to many relationship. i.e one record in Entity A can have a relationship with n records in Entity B.
But I want to retrieve records from Entity B based on priority.
I want to retrieve A to B with B age as 20, if I don't find 20 I'll go with 30 and so on.
| Entity A |
| S.no |
| A1 |
| A2 |
| Entity B | ||
| Key | Name | Age |
| A1 | X | 20 |
| A1 | Y | 30 |
| A1 | Z | 40 |
| A2 | L | 30 |
| A2 | M | 40 |
From the above tables I want
A1-X
A2-L
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Get-CrmInstanceBackups
I'm attempting to return a list of backups for a given instance. However, when I call this cmdlet this error message is returned: Get-CrmInstanceBackups : Need a non-empty authority
I was wondering if someone could post a working example of Get-CrmInstanceBackups.
My example looks like this:
$password = (ConvertTo-SecureString "<redacted>" -AsPlainText -force)
$cred = New-Object System.Management.Automation.PSCredential ("<redacted>", [securestring]$password)
Get-CrmInstanceBackups -ApiUrl "https://<redacted>.crm.dynamics.com" -InstanceId "<redacted>" -Credential $cred -Verbose
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Two jobs are created on a single instance
Hi,
I have created an event on entity say account and register such a way that when account entity instance is created, I have triggered a custom action (Job).
It is working fine I register single entity.
But if I register multiple entities like account and activity, and try to create instance on account, it raises two actions.
Is there any relation between account and activity, I mean when account instance is created, internally an activity instance is created?
Any help is greatly appreciated.
Thanks and Regards,
Rama
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How to schedule crm workflows to send weekly reminder emails
Hi,
How to send reminder emails weekly once to crm users using workflows or any other options in dynamics CRM 2016?
Thanks,
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swagger for Microsoft dynamic 365 for integration into other application
i have a proxy application which handles token generation and also stores the webapi's of application so that use can have all resources at one place. i need a swagger file for rest api's in Microsoft Dynamic CRM.
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Manage Activities/Custom Activities using Calendar 365 for Dynamics 365/CRM
Managing all your customers, appointments, meetings, etc. in your Dynamics CRM while keeping a separate calendar? Not anymore! We have the perfect calendar plugin to go with your Dynamics CRM. A calendar that gives you an overview of the scheduled, ongoing, and completed activities of the whole team. Make your days more productive by starting with us today!
Take Test Drive
Create & Manage Multiple Activities
Manage all your activities including tasks, recurring appointments, phone calls, service and campaign activities, etc right from your Dynamics CRM calendar. No more managing multiple calendars and forgetting events, email follow-ups, etc. Create, edit and copy CRM activities as well as custom activities.
Activity Reminders
Keep up with your day using our Dynamics CRM calendar and get activity reminders according to your preference. Never miss an event, task, or an appointment with our reminder feature. Send email reminders to your team members of their activities, calls, etc.
Perform Multiple Actions
What if you could convert your appointment and tasks into your leads right from the Microsoft Dynamics CRM calendar? With our calendar add-on, you can! Convert any calendar activity into existing cases/leads & reassign them to other users or teams.
Activity Filtration
Eliminate the confusion with our advanced activity filtration feature. You can filter activities according to their statuses .i.e Open, Scheduled, Canceled, etc. and also to contacts, accounts as well as other modules related to accounts and contacts.
Productive Calendar Views
Different activities and schedules require different kinds of view. With our Calendar 365 plugin, you get 4+ views of the calendar with dynamic tooltip & detailed pop-up. Views include Gantt, Agenda, List, etc. which are developed keeping in mind the requirements of professionals from assorted industries.
If you want to be more specific and centered to your business needs, you can send us your requirements hereand we will get you the solution that matches all your business objectives.
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Seeking CRM MYOB Integration specialist
Hi,
Does anyone know of a Dynamcis / MYOB specialist? We have an integration currently with a bespoke Accounting system via SQL.
We want to replace that with MYOB for a 5-7 year solution.
Any suggestions appreciated.
(Have reached out to Magnetism NZ...no response)
Thanks
SWH
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Classic Web Client Deprecation - not likely to be announced at least until March 2020
An article posted by Dynamics CRM Tip of the day with the title “Transition to Unified Interface. Now” had got a lot of people’s attention around the word and there are loads of frustrations and panic about speed at which the possible Classic Web Client deprecation announcement and removal expected to happen.
https://crmtipoftheday.com/1287/transition-to-unified-interface-now/
The article pointed to the few references, including Unified Interface Playbook (http://download.microsoft.com/download/A/F/3/AF3D45A7-4F38-41BE-8956-1DF7A4A5AFDB/dynamics365unifiedinterfaceplaybook.pdf). It’s the Unified Interface Playbook that had the text “THE SITUATION The Web Client is likely to be deprecated by October 2019 with a view to be discontinued a year later”. However, the same playbook when I checked yesterday (13th August 2019) says this instead, “THE SITUATION There is a fantastic opportunity to review the value of the Unified Interface as we move towards it being the strategic direction”. What changed then? Clearly the deprecation news has caused loads of panic and alarm and Microsoft realised the line published on the Playbook not helping at all so they changed it now. Since the Wave 2 release (Oct 19 - March 2020) plan does not mention anything about Classic Web Client depreciation, at least we can be sure this is not going be announced until after March 2020.
When will the Classic Web Client deprecation news likely to be announced?
I am going to predict this here as I do not have any solid evince to prove. Based on what has been shown and discussed in recent Business Application Summit and other videos, the Classic Web Client deprecation announcement is definitely in the plan by Dynamics team. The line that caused the panic indicates the teams planning and working on this. With the introduction of PCF and loads work towards unifying PowerApps (Modal and Canvas), it is possible the Classic Web Client deprecation would be announced as part of Wave 2 2020 release plan.
When will the classic Web Client likely to be removed?
Let’s assume Microsoft will announce the depreciation in Oct 2020, I do not think they will remove the web client all together within a year. Why? A year time is simply not enough to plan and conduct a project to transition from Classic UI to UCI, especially by the clients who have built products with heavy UI customisation and configurations. I think the classic client will be around for few more years after the announcement. The Dialog depreciation was announced in 2017 but it still not removed as of today. If a feature like Dialog is not removed for over 2 years since announcement, definitely the whole classic web client would stay longer than that. Personally, I think the classic web client will not be removed until early 2023. We just have to wait and see how much of my predictions become true
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create a simple check
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Trigger CRM Workflow using Power App
Hello All,
Currently we are using CRM 365 V9.0. We are using Dialog in our existing implementation to achieve some functionality. As per Microsoft, Dialog will be deprecated in nearer feature and we can replace those Dialog with Power App.
I have one requirement where we need to trigger CRM Workflow from Power App Button. Is there any way to achieve this functionality?
Thanks in advance!
Regards,
Jigar
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