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Create Case from emails between two CRM Mailboxes

August 11, 2015, 2:00 am
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Hello
I am facing the following problem:

The user "user1" with the E-Mail address user1@company.com is created as a normal user in CRM.
The queue "support" with the E-Mail address support@company.com is created as a normal Queue in CRM.

The mailbox of user1 is configured like this:


The mailbox of support is configured like this:

The "Convert Incoming Email to Activities" option in the queue is set to "All email messages".

We are using the email router with just this queue (it is properly configured).

The "Track emails sent between CRM users as two activities" is activated and the activity will be created.

Now the problem is the following:

CRM does not create a case automatically (service management module) from this email, but I found the following entry in the system jobs:

Any ideas? If I send an email from a non-CRM user, the case will be created.

Thanks!


Best regards

Raphael

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Alternatives to QuickView form for single field on associated record?

August 11, 2015, 2:11 am
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Hi All,

 

I would like to display a single field on a form, which comes from an associated record of a different entity.

If I use a QuickView form, because I have to put the field in a section in a tab on the form, when it is rendered, I get a 14px <tr> element above it, and a 28px <tr> below it, meaning there are ugly gaps.

Is there a solution to this?

I think (in theory) I could override the CSS for the relevant element, and publish it as a web resource and load/set it on formload, but that would be terribly inefficient.

I also think I could run some javascript on formload to get the associated record, parse it, and set the value of the field I'm interested in on a field in the form, but that would be terribly inefficient.

Is there a simple way of displaying the value of a field in an associated record without using a QuickView form?

Thanks in advance!

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Getting Error while executing fetch XML through SDK

August 11, 2015, 2:41 am
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Hello,

I am using below fetchXML query to get Records count of Contact entity, which is working for all of our customers, but getting error for one of our customer.

<fetch distinct="false" mapping="logical" aggregate="true">
    <entity name="contact">
        <attribute name="contactid" alias="recordscount" aggregate="count"/>
        <filter>
            <condition attribute="modifiedon" operator="ge" value="2015/05/26 02:55:16 AM" />
            <condition attribute="emailaddress1" operator="not-null" />
        </filter>
    </entity>
</fetch>

 

Error: "An attribute can not be requested when an aggregate operation has been specified and its neither groupby nor aggregate. NodeXml : <attribute name="ownerid" />"

 

Current version of customer CRM is MSCRM 2011(5.0.9690.3557) also the user is having full admin rights those are using in service while fetching data.

 

I am not able to figure out why I am getting this error.

Can anyone help me here how to resolve this issue

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Restrict opportunity have only single quote record

August 11, 2015, 2:49 am
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Hi there,

                   I have situation -when I am going to close quote corresponding opportunity must be close.this causes problem when I have multiple quote records for an opportunity.

so I try to solve this  using  following way-

when user create quote for opportunity .restrict user if there is already quote for that opportunity.but I dont have idea how to achieve this.

Thanks.

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Is there a way of getting all the logical names in a Form

August 11, 2015, 2:56 am
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Hi,

Is there a way of getting all the logical names in a Form onto an excel sheet?

Thanks,

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Can the USD client be hosted as application over Citrix XenApp 7.6

August 11, 2015, 2:57 am
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Dear All

We wish to host the Unified Service Desk client over Citrix XenApp 7.6. Is this possible.

We see that USD client doesn't allow multiple invocations, have you faced a similar situation ever?

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On change of lookup JavaScript is not Triggering

August 11, 2015, 2:57 am
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Hi,

I have a JS on Change of lookup.

This JS is for if we select value in the first lookup, the second lookup should become editable and mandatory.

if we made null in the first lookup then the second lookup should become locked field.

if I select one value in the first lookup then the second lookup is becoming mandatory field.

if I removed that value then this lookup is becoming locked field.

but if I select the same which I have removed then the JS is not triggering and the second lookup is not becoming  editable.

can any one please help me on this.

Thanks.

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import organization failes at pre chekup statea after mapping stage

August 11, 2015, 2:59 am
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Hi All,

 I have one of the database backup and tried that to import organization .

first it was succesfully checked up the import organization prerequisite checkup, later i found that there is some hard disk space which is less than the required one,

meanwhile my system unexpectedly got shutdown, after that i have started to delete the progress halted organization import from the deployment manager and later on i have tried to import the organization using the same database, but unfortunately at the time of pre checks it got failed, saying that some foreign key dependency.

why this has happend and what will be the best resolution for this, kindly suggest me the proper solution.

some people or blogs say that delete the previous database and restore the new backup and then again import organization.

although i am following the same but this is not good to do this.

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CRM online - what happens when an account expires?

August 11, 2015, 3:21 am
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Hi All,

What happens in Dynamics 2015 Online when a user account expires?

AD syncs to the cloud, so after an account expires or is disabled in AD, it will expire or be disabled in the cloud.

Dynamics uses the cloud for authentication, so once this happens presumably they will not be able to log into Dynamics.

What happens to:

  • References to their user in Dynamics, e.g. in the audit logs - do they drop back to being a GUID, or does Dynamics still display their name and details.
  • Workflows that were running under their account - do they keep running?
  • Records, views etc they had ownership of.

Thanks in advance!

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In azure virtual machine, cannot find SSRS instance name when install Dynamics CRM 2015 reporting extension.

August 11, 2015, 3:25 am
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I can connect to reporting service configuration manager, and the SSRS instance name as the following picture shows is MSSQLSERVER.

When I install Dynamics CRM 2015 reporting extension, it can find the SQL Server, but cannot find the SSRS instance name.

Could anyone give me a hand? thanks.

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MSCRM 2015 - SSIS script task error : DTS script task has encountered an exception in user code

August 11, 2015, 3:47 am
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Hi experts,

My requirement is to import data from SQL DB and create valid leads depending on data from DB. I am using 2015 CRM and SSIS script task for calling CRM web services by adding required below references and respective dll's,

using System.Configuration;

using System.ServiceModel;

using Microsoft.Crm.Sdk.Messages;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Query;

using Microsoft.Xrm.Sdk.Client;

using Microsoft.Xrm.Client;

using Microsoft.Xrm.Client.Services;

I added the same dll's to C: \ Program Files \ Microsoft SQL Server \ 110 \ DTS \ Tasks folder.

Script task is working fine in case of basic c# code but when I try to access CRM web services I am getting below error

below is my sample code:

public void Main()

{
try
{
OrganizationService service;
String connectionString = "Url=goservicepro.crm5.dynamics.com; Username=veerballa@goservicepro.onmicrosoft.com; Password=Test@123;";
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
using (service = new OrganizationService(connection))
{
Entity newAccount = new Entity("lead");
}
}
catch (Exception ex)
{
MessageBox.Show(ex.Message);
}
}

Can you please let me know where I am doing wrong or should I add references at any other places?

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How to add script automatically on creating new survey form every time?

August 11, 2015, 3:48 am
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Hi,

I am adding  java script to hide some  controls on the Survey Form. I just want to add this script on page load of survey form automatically. This survey form will be open from Contact and Lead.How can i work out on this and also whenever creating new survey form i just want the script to add automatically not manually. Please help me

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Three currency field on a form of three different countries

August 11, 2015, 4:15 am
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Is it possible to add three different currency field of three different countries. For example 1st field shows Indian currency, 2nd field shows US currency and 3rd field shows UK currency.

If yes, then how shall i implement this.

Thanks.

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SharePoint 2010 integration with MS CRM 2013 issue

August 11, 2015, 4:26 am
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Hi All,

I am using MS CRM 2013 on premise and SharePoint 2010 on premise.

I am trying to integrate Account with SharePoint site. List component is already installed on SharePoint. Now i want to integrate Account entity using public IP in MS CRM 2013. But i am getting below error, please suggest me any solution. Thanks in Advance.

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CRM 2013 - Plugin registration tool - authentication failed

August 11, 2015, 4:30 am
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Hello all,

I want to use crm plugin registration tool for my plugins, but when i try to connect with it, i received this error:

Source : System.ServiceModel
Method : ThrowIfNegotiationFault
Date : 8/11/2015
Time : 2:21:48 PM
Error : The request for security token could not be satisfied because authentication failed.
Stack Trace : at System.ServiceModel.Security.SecurityUtils.ThrowIfNegotiationFault(Message message, EndpointAddress target)
at System.ServiceModel.Security.SspiNegotiationTokenProvider.GetNextOutgoingMessageBody(Message incomingMessage, SspiNegotiationTokenProviderState sspiState)

In trace i have found the following information:

The Security Support Provider Interface (SSPI) negotiation failed.</ExceptionString><NativeErrorCode>8009030C</NativeErrorCode></Exception></TraceRecord>

I am using trial crm workgroup edition 2013.

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Possible to show Account Address on Appointment Form?

August 11, 2015, 4:41 am
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Hi ,

Is it possible to Show the Address , from whatever is entered in the regarding field. In the regarding field it could be an account,lead, opportunity, contact names. I would like to also display the addresses that belong to the account, lead , opportunity, contact.

Thanks

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ADFS would refresh the login page after correct authentication

August 11, 2015, 4:50 am
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Hi,

I could not get the adfs to redirect to CRM. The authentication was happening I could tell from the DC security event log, but the adfs would refresh the login page after correct authentication, only internal  Windows authentication would work correctly.

Any ideas ? Thank you

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How to add look up field value while creating record using jquery

August 11, 2015, 4:57 am
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Hi,

I want to create record of purchase order .in which supplier is a look up field

I want to add supplier how can i achieve this?

i have tried this..

debugger;
var serverUrl = location.protocol + "//" + location.host;
var test = {};
test.new_name = "PO-test";
test.new_potitle = "PO-test";

test.new_parent_supplierid = {
Id: value,
LogicalName: "new_supplier"
};

var jsonAccount = window.JSON.stringify(test);
var oDataUri = serverUrl + "/XRMServices/2011/OrganizationData.svc/new_purchaseorderSet";

$.ajax({
type: "POST",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: oDataUri,
data: jsonAccount,
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
},
success: function (data, textStatus, XmlHttpRequest) {
debugger;
alert("Success");
},
error: function (XMLHttpRequest, textStatus, errorThrown) {
debugger;
alert("error");
}
});

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Is there any type of variable we can define to identify workflow run previously for which condition

August 11, 2015, 5:26 am
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I have to create a custom workflow,which will trigger on specific weeks on creation of contact ,and after triggered process will continue for the specific contact forever.

But how i can identify which operation will executed already.

means suppose I am creating a contact in on 3rd week of Jan system should have to send a mail and wait till the next date for the further operations.if i am calling workflow recursively how i can ensure about previous operation is done or not.Is there any type of variable we can define to identify this?

example:

3rd week of month -- jan -- send mail

4th week of month -- jan -- create task

1st week of month -- feb-- send mail

3rd week of month -- feb-- create task

1st week of month -- march-- send mail

2nd week of month -- april -- send mail

.....

.....

.....

.....

3rd week of month -- dec

please guide me.

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Solution to check if phone number is valid

August 11, 2015, 6:04 am
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Hi ,

Is there a solution or plugin for crm, that checks if a phone number is valid?

Thanks

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