Dear All,
I have used field values in global email template as {!addc_anonymoususer:addc_pin;} where addc_anonymoususer is custom entity and addc_pin is the field in this entity.when i check email body it is not showing the value of the filed it is still showing the {!addc_anonymoususer:addc_pin;} .
Please advise.
Hi,
I am unable to find "Enable Plugin trace logs " option under Administration-->System Settings-->Customization
Version using : Microsoft Dynamics® CRM 2015(7.0.2.53) (DB 7.0.2.53) (On-Premise)
Hi All,
I'm trying to create a view which will exclude contacts who are not eligible for a study. I have a custom entity volunteerauditnew which holds all the studies a contact have been assessed for and the final status.
For certain contacts, if they are marked as NOT Eligible for a study, a workflow runs which will reset the study field to blank and status is updated to Available after 30 days. These contact reappears in the study view since the status is now Available.
To hide contacts who have been marked as Not Eligible, I'm trying to Join the Contact entity with the volunteerauditnew entity and exclude contact where the Not Eligible date is NOT NULL using the Advanced Find query.
I'm not getting the desired result as the contacts who are not eligible are still showing in the view
The contacts highlighted below in the view should not appearing as the are Not Eligible and as we can see in the volunteerauditnew table the noteligibledate column has a date value .
Contacts in View
| Id | Full Name | Conditions | Contact Status | Created On |
| 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | Asthma | Available | 12/08/2019 04:52 |
| 2f5a9101-adb2-e911-b083-00155d264e5f | Jim | Asthma | Available | 30/07/2019 09:32 |
| 1eaec299-83af-e911-b083-00155d264e5f | Jul26 TEST | Asthma | Available | 26/07/2019 08:58 |
| b3c1cba0-b0bd-e911-b083-00155d264e5f | RS C Test | Asthma | Available | 13/08/2019 09:56 |
volunteerauditnew records
| Id | studyid | volunteeridid | name | createdon | noteligibledate |
| 6268b6ff-bcbc-e911-a878-000d3ae0e65e | 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | 12/08/2019 04:52 | ||
| 3a662c98-bfbc-e911-a872-000d3ae0e4ef | debbf603-107a-e911-a84f-000d3ae0b82e | 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | 12/08/2019 05:11 | 12/08/2019 05:11 |
| 89349a70-efbc-e911-a878-000d3ae0e65e | 2939e9a1-5eed-e811-a843-000d3ae0c995 | 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | 12/08/2019 10:53 | |
| db04dfed-fbbc-e911-a878-000d3ae0e65e | 63ac9f50-69b2-e911-a85f-000d3ae09197 | 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | 12/08/2019 12:23 | 12/08/2019 12:27 |
| 562cddd4-6fb2-e911-a872-000d3ae0e4ef | 63ac9f50-69b2-e911-a85f-000d3ae09197 | 5f0b8898-6fb2-e911-b083-00155d264e5f | Part1 Study C | 30/07/2019 02:15 | |
| 959987e5-24bf-e911-a870-000d3ae0eb8e | 63ac9f50-69b2-e911-a85f-000d3ae09197 | b3c1cba0-b0bd-e911-b083-00155d264e5f | RS C Test | 15/08/2019 06:21 | 15/08/2019 06:22 |
I also tried using xrmtoolbox to edit the linktype to outer as shown below but that did not work.
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" >
<entity name="contact" >
<attribute name="fullname" />
<attribute name="contactid" />
<attribute name="volunteerstudyid" />
<attribute name="createdon" />
<order attribute="fullname" descending="false" />
<filter type="and" >
<condition attribute="registrationtype" operator="eq" value="0" />
<condition attribute="multiselectcondition" operator="eq" value="2" />
<condition attribute="volunteerstudyid" operator="null" />
</filter>
<link-entity name="volunteerauditnew" from="volunteeridid" to="contactid" link-type="outer" alias="ad" >
<filter type="and" >
<condition attribute="noteligibledate" operator="null" />
<condition attribute="studyid" operator="eq" uiname="Research Study C" uitype="study" value="{63AC9F50-69B2-E911-A85F-000D3AE09197}" />
</filter>
</link-entity>
</entity>
</fetch>
Any ideas how I can create a view using advanced find or xrmtoolbox to exclude contacts who have a NotEligible date in volunteerauditnew Entity?
Thanks
Jag
Hello,
I have datetime timezone independent field and when iam when iam passing datevalue to plugin through action as input parameter it is getting added 5.30 hrs. how can i get same value which i sent from crm form ? CRM is online version and oceana region.
please help
Is anyone currently using a customer journey right now that automates the process of, or parts of the process of telemarketing? Our telemarketers are currently calling potential clients, creating a lead and sending a follow up email (if call is positive) then creating an appointment with the sales team. I would like to know which parts of this process can be automated and put into a customer journey and if anyone is using CJs for anything similar could you please show me your examples as I am really struggling how to get my head around using CJs for telemarketers.
Thanks,
J.
We have CRM and ClickDimensions on prem installation. We use workflows to send emails, but recently we are unable to run the workflow. On the other hand we are able to send clickdimensions email manually.
The error
Plugin Trace:
[Microsoft.Xrm.Sdk.Workflow: Microsoft.Xrm.Sdk.Workflow.Activities.CreateEntity]
[CreateStep1: test cd ]
[ClickDimensions.Crm.MsCrm2011Plugins: ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin]
[cea55c7d-5312-e011-8519-78e7d162ee67: ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin: Create of cdi_sendemail]
SendEmailWFPlugin: Execute() started.
Error Message:
Unhandled Exception: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: Error in SendEmailWFPlugin plugin, Value cannot be null.
Parameter name: s; Message:Value cannot be null.
Parameter name: sStack: at System.IO.StringReader..ctor(String s)
at System.Xml.XmlDocument.LoadXml(String xml)
at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.IsAccountGdprCompliant(IOrganizationService service)
at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.ProcessSendEmailWFPlugin(IOrganizationService service, ITracingService tracer, Entity entity)
at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.Execute(IServiceProvider serviceProvider); at System.IO.StringReader..ctor(String s)
at System.Xml.XmlDocument.LoadXml(String xml)
at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.IsAccountGdprCompliant(IOrganizationService service)
at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.ProcessSendEmailWFPlugin(IOrganizationService service, ITracingService tracer, Entity entity)
at ClickDimensions.Crm.MsCrm2011Plugins.SendEmailWFPlugin.Execute(IServiceProvider serviceProvider)
Is there a supported way to open up a form based on the customertypecode or view the record is opened from?
I am using D365 and have the below script running on event type of on change. However, I am getting an error that says, "ReferenceError: 'executionContext' is undefined at PointofSale
function PointofSale()
{
var formContext = executionContext.getFormContext();
var RecordType = formContext.getAttribute("nhs_recordtype").getText();
if (RecordType != "Commercial")
{
formContext.getControl("nhs_communicationtype").removeOption({value: 100000000, text: 'Point of Sale Rebates'});
}
else if (RecordType == "Commercial")
{
formContext.getControl("nhs_communicationtype").addOption({value: 100000000, text: 'Point of Sale Rebates'});
}
}
Am I missing something?
Hi All,
I want to update exchange rates directly to a record. Is there any way? According to me there is no way. The only possible way is: update excharate on currency (transactioncurrency) entity and than update a single attribute to an entity where exchange rate updation required to recalculate values. Correct me if I am wrong.
Thanks
Regards,
Abdul Wahab
When our users in the Dynamics Portal make a change our modified comes over as 'SYSTEM', since the portal users are contacts this makes sense. Has anyone found a way to track which Contact is making the change, IE closing a Case record?
Getting error on last third line @ }).call(Sdk), which is not defining Sdk, can anyone please help me...
-----
"use strict";
(function ()
{
this.tcc_EmailReportRequest = function (n, t, i, r, u, f)
{
function v(n)
{
if (n instanceof Sdk.Entity)
o = n;
else
throw new Error("Sdk.tcc_EmailReportRequest SourceEntity property is required and must be a Sdk.Entity.");
}
function y(n)
{
if (n instanceof Sdk.Entity)
s = n;
else
throw new Error("Sdk.tcc_EmailReportRequest ExecutingUserEntity property is required and must be a Sdk.Entity.");
}
function p(n)
{
if (typeof n == "string")
h = n;
else
throw new Error("Sdk.tcc_EmailReportRequest Reporturl property is required and must be a String.");
}
function w(n)
{
if (typeof n == "string")
c = n;
else
throw new Error("Sdk.tcc_EmailReportRequest BillToPersonId property is required and must be a String.");
}
function b(n)
{
if (typeof n == "string")
l = n;
else
throw new Error("Sdk.tcc_EmailReportRequest AttachmentFileName property is required and must be a String.");
}
function k(n)
{
if (typeof n == "string")
a = n;
else throw new Error("Sdk.tcc_EmailReportRequest EmailBody property is required and must be a String.");
}
function e()
{
return ["<d:request>", "<a:Parameters>", "<a:KeyValuePairOfstringanyType>", "<b:key>sourceEntity<\/b:key>", o == null ? '<b:value i:nil="true" />' : ['<b:value i:type="a:Entity">', o.toValueXml(), "<\/b:value>"].join(""), "<\/a:KeyValuePairOfstringanyType>", "<a:KeyValuePairOfstringanyType>", "<b:key>executingUserEntity<\/b:key>", s == null ? '<b:value i:nil="true" />' : ['<b:value i:type="a:Entity">', s.toValueXml(), "<\/b:value>"].join(""), "<\/a:KeyValuePairOfstringanyType>", "<a:KeyValuePairOfstringanyType>", "<b:key>reporturl<\/b:key>", h == null ? '<b:value i:nil="true" />' : ['<b:value i:type="c:string">', h, "<\/b:value>"].join(""), "<\/a:KeyValuePairOfstringanyType>", "<a:KeyValuePairOfstringanyType>", "<b:key>BillToPersonId<\/b:key>", c == null ? '<b:value i:nil="true" />' : ['<b:value i:type="c:string">', c, "<\/b:value>"].join(""), "<\/a:KeyValuePairOfstringanyType>", "<a:KeyValuePairOfstringanyType>", "<b:key>attachmentFileName<\/b:key>", l == null ? '<b:value i:nil="true" />' : ['<b:value i:type="c:string">', l, "<\/b:value>"].join(""), "<\/a:KeyValuePairOfstringanyType>", "<a:KeyValuePairOfstringanyType>", "<b:key>emailBody<\/b:key>", a == null ? '<b:value i:nil="true" />' : ['<b:value i:type="c:string">', a, "<\/b:value>"].join(""), "<\/a:KeyValuePairOfstringanyType>", "<\/a:Parameters>", '<a:RequestId i:nil="true" />', "<a:RequestName>tcc_EmailReport<\/a:RequestName>", "<\/d:request>"].join("")
}
if (!(this instanceof Sdk.tcc_EmailReportRequest))
{
return new Sdk.tcc_EmailReportRequest(n, t, i, r, u, f);
}
Sdk.OrganizationRequest.call(this);
var o = null, s = null, h = null, c = null, l = null, a = null;
typeof n != "undefined" && v(n);
typeof t != "undefined" && y(t);
typeof i != "undefined" && p(i);
typeof r != "undefined" && w(r);
typeof u != "undefined" && b(u);
typeof f != "undefined" && k(f);
this.setResponseType(Sdk.tcc_EmailReportResponse);
this.setRequestXml(e());
this.setSourceEntity = function (n)
{
v(n);
this.setRequestXml(e())
};
this.setExecutingUserEntity = function (n)
{
y(n);
this.setRequestXml(e())
};
this.setReporturl = function (n)
{
p(n);
this.setRequestXml(e())
};
this.setBillToPersonId = function (n)
{
w(n);
this.setRequestXml(e())
};
this.setAttachmentFileName = function (n)
{
b(n);
this.setRequestXml(e())
};
this.setEmailBody = function (n)
{
k(n);
this.setRequestXml(e())
};
};
this.tcc_EmailReportRequest.__class = !0;
this.tcc_EmailReportResponse = function (n)
{
function i(n)
{
var i = Sdk.Xml.selectSingleNode(n, "//a:KeyValuePairOfstringanyType[b:key='emailId']/b:value");
Sdk.Xml.isNodeNull(i) || (t = Sdk.Xml.getNodeText(i))
}
if (!(this instanceof Sdk.tcc_EmailReportResponse))
return new Sdk.tcc_EmailReportResponse(n);
Sdk.OrganizationResponse.call(this);
var t = null;
this.getEmailId = function ()
{
return t
};
i(n)
};
this.tcc_EmailReportResponse.__class = !0
}).call(Sdk)
Sdk.tcc_EmailReportRequest.prototype = new Sdk.OrganizationRequest;
Sdk.tcc_EmailReportResponse.prototype = new Sdk.OrganizationResponse;
Hi All,
Image below from Portal Navigation. I'm looking to configure the navigation so that "Content" is not duplicated in the drop down. currently I have Content pointing to a Web Page,rather than just a Web Link Set as i'm using Web Page Access Control so that Content is only Visible to users after signing in.
can anyone advise if this is possible please?
Good afternoon,
I am performing Microsoft Client Outlook 365 installation on a Windows 10, 64 Bit machine.
But I am getting the message "Entity name does not exist. Please specify an existing entity name"
"This entity with name = '' role '' with namemapping = 'Logical' was not found in the Medatata Cache"
I am attaching the error attached.
Could you help me identify the problem please?
Thank you
Hello,
New to the forums. I have found that my Windows 10 version 1903 computers cannot install the CRM Outlook plugin update rollup 18. Anyone else having that issue or have tips how to resolve this? I've reproduced the issue on 3 computers with 1903 (1 with all updates for OS, 1 with no updates (only 1903), and my current computer, same version of office on all computers. Then with Windows 10 version 1809 (all OS updates applied), same version of office, the rollup 18 does install as expected.
Error: The type initializer for 'Microsoft.Crm.FeatureControlChecker' threw an exception. The type initializer for 'Microsoft.Crm.LocatorService' threw an exception. Unable to initialize the native configuration support external to the web worker process (HRESULT=0x80040154). nativerd.dll must be in %windir%\system32\inetsrv
Any tips is appreciated.
after clicking new solution ,Error has occurred on the new solution wizard. If anybody knows this please respond to myquery.
Hi, What is the synatx or code for search button. when clicked i need to get data
Hello Expert,
The following fetchXml below code.
var apiQuery = myurl/api/data/v8.2/+ reviews";
var fetchXML = '<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" aggregate="true">' +
'<entity name="review">' +
'<filter type="and">' +
'<condition attribute="score" operator="ge" value="10" />' +
'<condition attribute="reviewid" operator="eq" uitype="review" value="' + reviewID.replace('{', '').replace('}', '') + '" />' +
'</filter>' +
'<link-entity name="reviewsection" from="review" to="reviewid" link-type="inner" alias="ac">' +
'<link-entity name="action" from="reviewsection" to="reviewsectionid" link-type="inner" alias="ad">' +
'<attribute name="agendaitem" alias="cntAgenda" aggregate="count" />' +
'<attribute name="commitment" alias="cntCommitment" aggregate="count" />' +
'</link-entity>' +
'</link-entity>' +
'</entity>' +
'</fetch >';
var encodedFetchXML = encodeURIComponent(fetchXML);
var results;
var req = new XMLHttpRequest();
req.open("GET", apiQuery + "?fetchXml=" + encodedFetchXML, false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
results = JSON.parse(this.responseText);
if (!isNullOrUndefined(results) && results.value.length > 0) {
results = results.value;
}
}
}
};
req.send();
return results;
I'm porting all the scripts to use WebAPI. When the same fetchxml is executed against WebAPI, I get this error message:
"The property provided was of type System.Int32, when the expected was of type Microsoft.Xrm.Sdk.EntityReference" and also I got this. status=400 instead of this.status =200.
Anyone had the same problem?
Thanks
Hi,
I am working in dynamics 365 v9.0 online, I am trying to get the auto complete functionality on web not for mobile or templates by using JS, in which I have used addOnKeyPress. But I am getting error "Cannot read property 'addOnKeyPress' of null" . Then I have checked and searched on web I found that this method has been deprecated for v 9.0 and we have to use a custom control.
I have tried to use custom control but it didn't worked. Any suggestion will be very helpful.
Hi Experts,
I am trying to enable "PDF Generation" in Dynamics 365 but I am unable to see "Sales Administration - PDF Generation" tab. I have System Admin security role. What else am I missing?
I can only access Sales and Settings but not Sales Admin.
Below is the Dynamics 365 environment info.
Hi,Can any one tell me. Code for
Employee A taken Leave in Month, A B C D E
similarly
Employee B taken Leave in Month A B C D E
Employee and Month are Option set Field