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Date Format

January 27, 2015, 2:28 am
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I have a date format issue with one of my clients that is replicating in the sandbox and training environment.

I have changed the date format by following these steps:

  1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

    Settings appears on the nav bar.

  2. Click or tap Settings > Administration > System Settings > Formats tab

I changed the short date format to dd/mm/yyyy but when I go to a campaign and add a new campaign the proposed start & end date default to the format mm/dd/yyyy.It does the same for the actual start and end date.

I also confirmed the regional settings on both servers are set to the correct locale.

has anyone experienced this before?

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Integrating CRM 2013 ONLINE WITH FACEBOOK/Twitter API'S

January 26, 2015, 10:26 pm
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Hello All,

 

I need to integrate CRM 2013 online WITH FACEBOOK/TWITTER without purchasing a Microsoft social listening license. I know we can do it by using Facebook/Twitter API's.

 

I need to get posts, comments, tweets into CRM application.

 

For this how I need to proceed? Is there any plugins Codes? The things I need to consider?

 

Can anyone help on this.

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get the optionset value, based on this another field should be read only

January 27, 2015, 2:59 am
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Hi, I am using the following code where "If we select any value from the optionset,firstname should be read only",but i am getting an error--unable to get the property set disabled,if i chose some other field in place of first name,with any selection in the optionset that field is made readonly

code:

function firstnamereadonly()
{
  var option = Xrm.Page.getAttribute("new_contactrole").getOptions();
for(var i in option)
  {
   if(option[i].value == 4)
     Xrm.Page.getControl("firstname").setDisabled("true");
     else
     Xrm.Page.getControl("firstname").setDisabled("false");
   }
}

Thanks in Advance

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Dynamics CRM 2013 on-premise Javascript Error:Unable to get property 'form_onload' of undefined or null reference

October 2, 2014, 5:15 am
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We've got a fresh install of Dynamics CRM 2013 on-premise and I've just put all the recent updates on but I'm getting a JS error that I can't trace.

It happens when opening a contact record and the error is as follows:

I've done a fair bit of JS work before but I'm unfamiliar with CRM.

It is likely that the error comes from a 'Microsoft Dynamics CRM for Nonprofit Organizations' we have installed but I can't track track where the error even originates from to correct it.

Any help tracking this down would be appreciated. 

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Data Duplication Rules is not working on-premise in Dynamics CRM

January 26, 2015, 5:34 am
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Hi,

I required a little help about the data duplication rules at on-premise. I've tried it at online CRM it works perfect not at on-premise. 

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CRM 2013 list component issue with SharePoint 2010 SP2

September 26, 2014, 1:32 pm
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Our list component Integration doesn't work, when we configure the CRM Document Management Settings. We are not prompted to "create the document libraries in SharePoint" and the status remains processing forever, with no errors at all. This issue ocure on our CRM 2013 Installation with SharePoint 2010 SP2.

In our test environment in combination with SharePoint 2010 SP1 everythin is perfekt.

This Issue was also postet in other blog with no answer:

http://blogs.technet.com/b/ptsblog/archive/2012/02/24/crm-2011-and-sharepoint-2010-integration-part-1.aspx

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CRM Insights (Inside View) - Insights section not visible on Contact/Account renamed forms

January 27, 2015, 5:21 am
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Hi all,

 

I recently installed the Insights solution to CRM 2015 Online and came across a configuration issue that needs a bit of manual intervention. Thought I'd share the fix in case it proves useful to anyone that comes across the same problem:

 

When Insights is installed, the Contact and Account entity forms are automatically updated to include an 'Insights' tab containing the iv-connector web resource that displays the Insights data. By default, these tabs are not set to be visible so this has to be done manually. But!

In our solution we have renamed the form names from the standard 'Main' to e.g. 'Contact'. If you have a solution where the form names have been renamed, the Insights tab will try to load but fail and disappear again even if you have set it to be visible. No error message or other notification will appear.

 

To fix this, the iv_connector web resource needs to be edited in each form so that the custom parameter(data) is updated to reflect the new name of the form it is in. The 'out of the box', standard custom parameter(data) as shown above states:

 

solutionVersion=3.4&crm_version=v102&form_name=main

 

But if the form name has been changed from 'main' to e.g. 'contact', unless the parameter is changed manually to reflect this (so in this example solutionVersion=3.4&crm_version=v102&form_name=contact), the Insights sections will continue to be invisible.

 

Didn't take me too long to figure this out, but it never hurts to share, hopefully will save you a bit of time.

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Social Listening

January 23, 2015, 2:45 am
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Can somebody help in understanding social listening

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CRM-Outlook 365. Switch off task reminder to unassigned person

January 27, 2015, 5:40 am
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I have set up a task in the CRM system with myself as the owner. As there is a connection with outlook the assigned task appears in outlook as well. On the due date I get a reminder. so far so good. One of my colleagues who is not a assigned to the task also get a task reminder for the same task in his Outlook. I don´t get that. I have tried to search for any connections to his profile etc. but cant find anything that would result in him also getting the task showing up in his outlook. Can anybody help me with what might be the case.

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Workflow Account to Quote Populating Address info

January 16, 2015, 3:52 pm
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Hello Everyone:

We have a Workflow that would populate would populate the Address from Accounts to a Quote. Now it does not work. I recreated it and it still does not work.

Update field is set for Project ID

 

Note sure but a few days I took the Workflow off line because it was creating a loop

Any help would be great

Thanks

_damon

PS we are now using CRM Online 2015.

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Images in Synchronous workflows

January 27, 2015, 4:27 am
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Hi,

How can I get a Pre Image and Post image in Synchronous workflows?

 

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How do I prevent Sales people deleting Opportunities: but allow them to edit and delete opportunity products

January 27, 2015, 2:51 am
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Removing delete rights on the Opportunity Entity for Sales people stops them deleting Opportunity Products they've accidently added.

What's the best way to stop sales people deleting an Opportunity but allowing them to edit open ones.

my idea: re-grant 'delete' rights on the opportunity and remove all the delete buttons... but then how do admins delete opportunities?

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CRM 2013 Business Process Flow adding entities

January 19, 2015, 5:38 pm
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Hi 

I am working on CRM 2013 on-premises, I am trying to design a business process flow that starts from Lead and ends in a custom entity called Household. There are three entities participating in this process Lead, Contact and Household. The problem is I am unable to select a Household from Contact because these are related in many to one relationship. Contact has lookup field called Primary Household in the Household entity.

Is there any way to add entities that have many to one relationship with the previous entity in the business process flow?

Thanks,

Tenison

 

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Has anybody come across a 3rd party tool to update child records from a parent record's subgrid?

January 27, 2015, 4:19 am
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I've had a request from a customer which I'm certain will need a 3rd party tool to achieve, but I've no idea what's out there - has anybody come across something? I'll try and briefly explain a bit...

We have an entity which has a related child entity with multiple records. The sub entity is just a load of numbers which are then displayed in a subgrid on the parent record. The customer wants to be able to update these records in the subgrid without opening them up one by one.

Has anyone come across anything that might do this?

By the way, bulk edit isn't an option as the updates will all be different.

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Full screen dashboard on displays.

January 26, 2015, 4:37 am
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Error: There was no endpoint listening at net.tcp://crmapp3001/CrmSandboxHost

January 27, 2015, 6:45 am
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Hi All

I have encountered a problem with CRM partially reporting errors with the sandbox service.

The system consists of the following servers:

crmweb3001 - Only frontend roles installed
crmapp3001 - All roles installed
crmsql3001 - SQL server

The system is running ADFS/IFD and everything seems to be working perfectly when using the UI and working through Outlook. The system uses split DNS so requests from the internet goes to the frontend server and requests from the intranet goes to the backend server. The setup is hosting multiple organisations.

The problem occures in a simple plugin i have developed. The plugin executes when a custom entity is updated and does a retrievemultiple on a related child entity to Count the number of related entities. The plugin is working perfectly in the Development setup with all roles on one server.  

If i access the UI on the backend server, and update the entity, the plugin is executed perfectly.
If i access the UI on the frontend server, and update the entity, the plugin gives the following error:

The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running.
System.ServiceModel.EndpointNotFoundException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #F037E259

Looking through the trace files this is the details i found

System.ServiceModel.EndpointNotFoundException: There was no endpoint listening at net.tcp://crmapp3001/CrmSandboxHost that could accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if present, for more details.

In the trace files i can also see the backend servers is preparing the endpoint a couple of lines earlyer:

net.tcp://kmdcrmapp3001/CrmSandboxHost
using clientSpn: MSCRMSandboxService/CRMAPP3001
created WCF channel OK

So it seems the server know to get ready for sandbox processing, but it only works if everything is running on the backend server.

I have verified that there is no firewall blocking connections between the 2 servers and name resolving is also working as expected.

Could this be a SPN configuration problem?

Any help is appreciated. Thanks

/Peter

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How to create a Filter Expression with AND & OR?

January 27, 2015, 4:54 am
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Hello everyone,

I'm using a Query Expression to filter some data, and I can't figure out how to combine the LogicalOperator.AND & LogicalOperator.OR together. 

To explain this better I'll give you the following example. I get a string with keywords like this "MySQL Javascript". I split the string by spaces, and I add a condition for every word (Filter.FilterOperator = LogicalOperator.AND) - this way I will get the results that contain MySQL and Javascript in the same result.

I'm trying to do the same for the words that are lower case. That way I'll find the words that are not specifically written with the upper cases. I would've searched only in lower case, but my data is case sensitive.

So basically I need to know how to get all the results that contain the upper or lower case from the given words. 

Anyone?

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Integrate CRM 2013 with facebook,twitter without any third party tool

January 26, 2015, 11:17 pm
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Hello,

i was searching for alternate ways to integrate CRM 2013 with social media like Facebook and twitter without any third party tool, but didn't get any thing.

if you guys can suggest anything. so please do

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Quick question on CRM for Outlook re: email in a queue vs. tracked email

January 19, 2015, 9:13 am
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Hi all:

My understanding has been that (1) if an email is either tracked or using Set Regarding, only then will that email appear in a recipient's queue, and (2) this would apply to cc: or bcc: fields, but not necessarily to fw:, as that is controlled by the recipient's settings in CRM for Outlook.  I am trying to understand and isolate why certain emails are in users' queues while others are not.

As a related set of questions, (1) once the Email entity has Queues checked in the Customization pane under Communication & Collaboration, it cannot be undone, (2) if so, is there a setting that allows a user to use CRM for Outlook but never have emails enter their queue?

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How can I hide some entities in Dynamics Marketing?

January 27, 2015, 5:43 am
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Hello,

How can I hide some entities from the menu?

for example, to hide Assets & Media.

Thank you

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