Hi all,
I'd like to import a history of closed (won/lost) opportunities by using the Data Import functionality.
I've added the "Status" (Open/Won/Lost) in my import file, but the opportunities are still open.
Any ideas?
Kind Regards,
Elmar
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Importing closed (won/lost) opportunities
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Migrating to Dynamics CRM 2013 on premise to 2015Online
Hello team,
I want to migrate my current CRM,which is in 2013 on premises to 2015 online.
How it can be done?
please guide me.
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setActiveProcess doesn't work with itself when creating new record
I've been tried to set Business Process Flow specified by OptionSet field. It is called by OnSave event and it works well when updating but it doesn't work when creating new record. But I found out that if a method comes before setActiveProcess, it works okey. Like:
alert(“Change BPF”);
Xrm.Page.data.process.setActiveProcess(processId, function () {});
If I remove the alert it doesn’t work. I just don’t understand why it work like this.
Hope you share an idea if you have any.
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The key differences between access teams and sharing records between owner teams?
Hi all,
I have a requirement which I think could be solved using either access teams or just straightforward sharing of records between owner teams, but I am not sure I fully understand the difference between the two. If an owner team owns the records, and grants access to a different owner team, that will give permissions to the record in roughly the same way as access teams as far as I can see...
I have some core (contact/account) records to import which come from a particular team.
Other teams in the business would like to use these records, but the team that the records come from would like to be consulted before granting access. So, the records belong to one team, and members of other teams must contact them for their approval before the records are shared and they gain access.
Could anybody explain to me the advantages of using access teams in this particular scenario? I am happy to provide further details if required.
Thanks in advance!
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mysterious language change
Hi everyone,
I am working in CRM online 2015. I was creating some business rule that they doesn't work that I would like it. But the last rule is special. My default language is spanish, when I create the business rule, I select and edit the condition in spanish, and when I accept the conditions, the ítems sabe in spanish. In the case of action is different.I create and edit actions in spanish and when I save them, they was saved in finnish (Finland). See pic below.
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how to change the crm 4.0 code with crm 2013 late bound code
Hello All,
Below is my code in 4.0
//Create the ConditionExpression.
CrmSDK.ConditionExpression condition = new CrmSDK.ConditionExpression();
//Set the condition for the retrieval to be when the project value is for the current project.
condition.AttributeName = "new_payratesid";
condition.Operator = CrmSDK.ConditionOperator.Like;
condition.Values = new string[] { EntityGUID };
//Create the FilterExpression.
CrmSDK.FilterExpression filter = new CrmSDK.FilterExpression();
//Set the properties of the filter.
filter.FilterOperator = CrmSDK.LogicalOperator.And;
filter.Conditions = new CrmSDK.ConditionExpression[] { condition };
//Create the Order Expression for sorting
CrmSDK.OrderExpression orderEffDate = new CrmSDK.OrderExpression();
orderEffDate.AttributeName = "new_effectivedate";
orderEffDate.OrderType = OrderType.Ascending;
CrmSDK.OrderExpression orderExpDate = new CrmSDK.OrderExpression();
orderExpDate.AttributeName = "new_expirydate";
orderExpDate.OrderType = OrderType.Ascending;
//Create the QueryExpression object.
CrmSDK.QueryExpression query = new CrmSDK.QueryExpression();
//Set the properties of the QueryExpression object.
query.EntityName = CrmSDK.EntityName.new_payrate.ToString();
query.ColumnSet = cols;
query.Criteria = filter;
query.Orders = new OrderExpression[] {orderEffDate, orderExpDate};
I want to change the above code as per crm 2013 using late bound , please kindly let me know how to change the above code.
Note:- Specifically i want to change the orderby code.
please kindly suggest me the best solution.
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AccessRights values in exception messages - how to find what they are when not in enumeration?
Hi,
So, I hit an AccessCheckEx failed, and in the exception log file message, it had the value AccessRights: 524296.
524296 isn't in the SDK documentation for the AccessRights enumeration here:
https://msdn.microsoft.com/en-gb/library/microsoft.crm.sdk.messages.accessrights.aspx.
I was able to figure out the problem was assigning a contact to another user in the same business unit when the assigner only had "User" assign privilege, and I noticed that the nearest value (AssignAccess) in the enumeration in the SDK docs is actually 8 less than the value in the log (AssignAccess should be 524288, I was getting 524296).
Is there an explanation for this? Also, is there a way to find the correct AccessRights when the value in the logs isn't in the enumeration?
Thanks in Advance!
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CRM 2013 onpremise: keeps asking for credentials
Hello all,
Any thoughts about the cause of these multiple login requests?
It looks like this is happening when CRM tries to access webresources... apparently this is only happening in entities where i have custom code...
Same thing in edge, IE and chrome.
Thank you.
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Combine Fields
Hi ,
I have two fields Name and Address. Sometimes, the Name will populate but the Address wont. Even though the name has an address.
This is my expression for Name.
=Fields!LE_d08b5ac0b1b1a422353a6d092b699986_name.Value & IIF(IsNothing(Fields!LE_b7d5c9432034544323d9170db9688778_parentaccountid.Value),"",VbCRLF & Fields!LE_b7d5c9432034544323d9170db9688778_parentaccountid.Value) & IIF(IsNothing(Fields!LE_a1aa3e141cd5a40b23c154bb828c7a43_fullname.Value),"",VBCRLF & Fields!LE_a1aa3e141cd5a40b23c154bb828c7a43_fullname.Value )
This is my expression for Address.
=Fields!LE_b6831392115770835cce64e99a59be4a_address1_composite.Value & IIF(IsNothing(Fields!LE_c6b3b5d2a9364c90878a5d147b97b866_new_accaddresscomposite.Value),"", Fields!LE_c6b3b5d2a9364c90878a5d147b97b866_new_accaddresscomposite.Value) & IIF(IsNothing(Fields!LE_ee01d0012bc337ed13a152b51ed4e8d2_address1_composite.Value),"",VBCRLF & Fields!LE_ee01d0012bc337ed13a152b51ed4e8d2_address1_composite.Value )
Is there a way I can combine the two expressions below. So that Name must have an Address , to populate the table and vice versa?
=Fields!LE_b6831392115770835cce64e99a59be4a_address1_composite.Value & IIF(IsNothing(Fields!LE_c6b3b5d2a9364c90878a5d147b97b866_new_accaddresscomposite.Value),"", Fields!LE_c6b3b5d2a9364c90878a5d147b97b866_new_accaddresscomposite.Value) & IIF(IsNothing(Fields!LE_ee01d0012bc337ed13a152b51ed4e8d2_address1_composite.Value),"",VBCRLF & Fields!LE_ee01d0012bc337ed13a152b51ed4e8d2_address1_composite.Value )
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Address version of parentaccountid in Opportunities
Hi ,
I cant seem to find the Address version of parentaccountid.
Does on exist in CRM?
Thanks
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Deactivate Button no longer displays a dialog
Bug??...in Spring Release (aka CRM Online v7.1)...
The Deactivate button in Command bar NO LONGER displays a dialog box when multiple Inactive Statuses are available. It just gets set to the "default" Inactive status reason. So we no longer have the ability to, for example, deactivate a custom entity as canceled or completed. Everything gets closed as the default inactive status reason. I reported this via an SR to Microsoft and guess what here answer was..."this is a customization and we don't answer questions on customizations". Are you kidding me? Does anyone know why this was done, whether it was by design or is a bug? Either way, please get behind me and submit a case to MS about this. Thanks.
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Copy contacts on case
Hi,
Lets consider a scenario,an Account has multiple contacts.Whenever an account is created or updated,I have to create a case which will show all the details of account and its related contacts so that end user does not have to navigate anywhere.
I can show account details using Quick view form but should I create(copy) all the contacts to case(using plugin) as well.It may happen contacts can be updated/deleted etc ,same should reflect on case.
What would be the best solution to achieve this?
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Back up of JavaScript
Hi all
how to back up JavaScripts in Dynamics CRM 2011 on premise
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How to add multiple products in order through jquery
Hi,
I am using html web resource.
I want to create order and in which I want to add multiple products using jquery.
How can i achieve this?
Can I pass multiple products in single call?
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How to edit records and create new from outlook client
I am using Dynamics CRM Online 2015. I installed the outlook plugin and configure the outlook client for CRM synchronization. I am able to see all the entities and their respective records in outlook.
My requirement is to create new records and edit the existing records from outlook. I see New and Edit buttons on top but when i click on those buttons. It opens a pop as below & closes that instantly and nothing happens further.
Please suggest what to do i need to do.
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Tool Tips CRM 2011
Hello-
I created the following scripts for an Entity. It works perfectly.
I want to use this script for other entities to add help tips to attribute fields. I have tried several times but have failed. Please let me know what I should be doing. Thank you.
I created this Java Script.
function loadHelp() {
$.ajax({
type: "GET",
url: "http://uspdcdcrm002d/ReedSmith/WebResources/cpdc_PracticeAreaHelp",
dataType: "xml",
success: parseHelpXML
}); //end ajax
}
function parseHelpXML(data) {
var entity = Xrm.Page.data.entity.getEntityName().toString().toLowerCase();
entXML = $("entity[name=" + entity + "]", data)
$(entXML).children().each(function (i) {
var attr = this.getAttribute("name");
var txt = $(this).find('shorthelp').text();
registerHelp(entity, attr, txt);
});
}
function registerHelp(entity, attr, txt) {
var obj = document.getElementById(attr+'_c').children[0];
html = '<img src="/_imgs/ico/16_info.gif" alt="" width="16" height="16" /><div id="help_' + attr + '" style="visibility: hidden; position:absolute;">: ' + txt + '</div>';
$(obj).append(html);
}
*******It pulls or gets this data xml *******
<help>
<entity name="opportunity">
<attribute name="cpdc_subpracticearea">
<shorthelp>To activate select Practice Area and click Save.</shorthelp>
</attribute>
</entity>
</help>
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Error after installing update rollup 12 until 18
Hello everyone!
I have CRM on premises and recently installed update rollup 12 until 18. After that, I can't access the application anymore, and I receive the following message:
Erro.
Tente esta ação novamente. Se o problema persistir, consulte a Comunidade do Microsoft Dynamics CRM para obter soluções e contate o administrador do Microsoft Dynamics CRM na organização. Finalmente, você pode contatar Suporte da Microsoft.
System.IO.FileLoadException: Could not load file or assembly 'Microsoft.Crm.Core.WebServices, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. Either a required impersonation level was not provided, or the provided impersonation level is invalid. (Exception from HRESULT: 0x80070542) File name: 'Microsoft.Crm.Core.WebServices, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' at Microsoft.Crm.Errors.ErrorInformation..ctor(Exception exception, Uri requestUrl, Boolean logError, IOrganizationContext context) at Microsoft.Crm.Errors.ErrorInformation..ctor(Exception exception, Uri requestUrl, IOrganizationContext context) at Microsoft.Crm.MainApplication.Application_Error(Object sender, EventArgs eventArguments) === Pre-bind state information === LOG: DisplayName = Microsoft.Crm.Core.WebServices, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35 (Fully-specified) LOG: Appbase = file:///D:/Program Files/Microsoft Dynamics CRM/CRMWeb/ LOG: Initial PrivatePath = D:\Program Files\Microsoft Dynamics CRM\CRMWeb\bin Calling assembly : Microsoft.Crm.DiscoveryService, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35. === LOG: This bind starts in default load context. LOG: Using application configuration file: D:\Program Files\Microsoft Dynamics CRM\CRMWeb\web.config LOG: Using host configuration file: C:\Windows\Microsoft.NET\Framework64\v4.0.30319\aspnet.config LOG: Using machine configuration file from C:\Windows\Microsoft.NET\Framework64\v4.0.30319\config\machine.config. LOG: Post-policy reference: Microsoft.Crm.Core.WebServices, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35 LOG: Attempting download of new URL file:///C:/Windows/Microsoft.NET/Framework64/v4.0.30319/Temporary ASP.NET Files/root/82d17739/c70f8eb8/Microsoft.Crm.Core.WebServices.DLL. LOG: Attempting download of new URL file:///C:/Windows/Microsoft.NET/Framework64/v4.0.30319/Temporary ASP.NET Files/root/82d17739/c70f8eb8/Microsoft.Crm.Core.WebServices/Microsoft.Crm.Core.WebServices.DLL. LOG: Attempting download of new URL file:///D:/Program Files/Microsoft Dynamics CRM/CRMWeb/bin/Microsoft.Crm.Core.WebServices.DLL. ERR: A fatal error occurred when retrieving next codebase for download (hr = 0x80070542).
I was mining at Internet looking for any help, but I couldn't found so much.
Do you have any sugestion?
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Chrome Compatability
Hello,
Is there a way to have the print button show in report viewer on chrome for CRM 2015?
Thank you,
Schweep
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Attaching Image in Note - CRM 2015
Hello Experts !!!,
I just need to know how to attach an image into Note dynamically. I do not want to store image on server side.
I have a google maps static API, from which i need to retrieve an image jpeg and store it as attachment in Notes.
Please explain as fast as possible
Thank You
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Last Email date
I am trying to create a field on the contacts page to display the Last Email date. I have something similar set up with calls.
Unfortunately we do not often use the "set regarding" field on emails and as such I am unable to do this as a roll up calculation.
Does anyone have any ideas on how I could go about this?
Thanks.
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