Is it possible to hook and event on click of the Ignore And Save button from the duplicate detection dialog?
Thanks in advance!
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Is it possible to hook and event on click of the Ignore And Save button from the duplicate detection dialog?
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Quick Campaigns Won't Process E-Mails to EMAIL2
Hi there,
since we upgraded to Dynamics 365 v9.0 on-premise we are experiencing problems when sending email campaigns to contacts that only have private addresses (email2). I found only one person who had the same problem (https://www.crmug.com/crmug/communities/community-home/digestviewer/viewthread?GroupId=1285&MessageKey=c8d49b4b-27ea-4ee1-bf7c-18d45722b06e&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer) so I wonder whether this is rather a problem of configuration than a systematic bug.
Any ideas?
Kind regards
Lucas
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Crm Plugin Creation
I want to create the plugin on custom entity called Quote & Quote product in that there is 2 same lookup fields whatever values in there in quote lookup fields that value has to update in lookup field of quote product entity whenever a record is created in quote product from quote .Can any one help me on this !
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Insufficient permissions to reassign accounts
Hi There
I am getting the following error when trying to reassign an account.
This is despite me being a system administrator, and having the appropriate permissions to reassign an account in the settings that i can see.
How do i deal with this?
I presume that the highest level permission wins? If i have multiple user roles associated, that the maximum permission should come through?
Either way, something seems wrong.
Cheers
Andrew
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Global Action executed multiple times
Hello,
we're using on premise CRM version 1612 (8.2.2.112) where we developed new functionality that contains button on account ribbon which opens devExtreme form. User enters data on this form and clicks submit button that executes global action that is related to our custom plugin.
At this point our problem begins, because CRM executes action twice and I can't figure out why. I've already debug javascript and found out that the function which executes XMLHttpRequest to trigger our action is called only once. But when I take a look at IIS or Fiddler logs (or remote debug plugin) it looks action execution is sometimes duplicated. Firstly I thought the first request is preflight request but it doesn't contain OPTIONS in header.
The problem is that one of these request is denied with 401 error code and a credentials popup is opened in CRM. Also duplicated records are created because of duplicated execution.
Any ideas how to resolve this weird glitch?
Best Regards,
Matej
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How to customize the color of chart(on-premise)?
Hi Guys,
I have a chart in Dynamics CRM(on-premise)
It changed color on classic mode when I edit the chart XML file, but dose not work on Customer Service Hub page.
It works well D365 online.
Does anyone know if this is a issue or is the on-premise not supported?
Thanks a lot.
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PCF Calendar and loading
I am having loading issues with the PCF Calendar control. I use this control in a subgrid, and it displays data accurately but the problem is the fact that sometimes, when I navigate to the page containing the widget, the data is not loaded straight away. The users are still able to workaround this by using the refresh button on the calendar, but is there a way we can configure the calendar to wait until all data is loaded before showing?
Thanks
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generate early bound classes in Dynamic CRM
Hi,
Dynamic CRM online , I am trying to generate Early bound classes but getting error like
" An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication which has been deprecated and no longer supported in your environment. Please use oAuth2.0 authentication.
An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication which has been deprecated and no longer supported in your environment. Please use oAuth2.0 authentication.Unable to Login to Dynamics CRM"
Is there any way to generate Early bound classes using new authentication method(oAuth2.0) ?
Thanks,
Keyur Shah
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Security roles, business units and Teams with read only on another business unit
Hello all,
Here is my problem :
I have a business unit USA with two child business units : USA West and USA East. I have in BU USA West, User 1 and in USA West, User 2.
User 1 should be able to create and write records belonging to his BU (so created by him for now since he is the only one), and he should also be able to READ ONLY records of BU USA.
So he should see records of his BU (USA WEST) and record of USA EAST but in read only.
I want the same behavior for User 2.
how can I achieve this ? Should I assign User 1 to BU USA and in his role, put the "create" and "write" on user only and the "read" on Business unit privilege ? Should I use a team and create 2 roles ?
If anyone could help me it would be great !
Thank you
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CRM 2011 on premise IAAS VM migration to Azure
Hi,
We have a plan to move our CRM 2011 on premise IAAS VMs to Azure. I have seen blogs and Microsoft compatibility list as well which clearly states that CRM 2011 is not supported on Azure VM.
But wanted to check, if we move our CRM 2011 on premise IAAS VMs to Azure VM as IAAS Azure is it supported?
We tried to replicate this in QA but we encountered some issues where our integrated application starts giving connection errors while making calls to CRM Organization service. This made me think that migrating CRM IAAS VM to Azure will not work.
Please confirm...
Thanks,
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customize cascadierung
hi,
we are many admins are working on CRM, one of us has changed an important cascading.
how can i know witch admin mad that changes to the relationship cascadierung between entities.
Best regards
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Custom view issue while populating value in Javascrip
Hi All ,
I have requirement where to get multiple value of country and populate in country look field and i fetched the value also from multiple record of teams of user and store in array with id,entity and country name
This data extraction is not possible from fetchxml, so i fetched it through iteration as every team has different country so it collected all country from all teams a user belongs to in var lookup as shown in below code .
I'm trying to populate these all country name in custom view, but i'm getting error 'Xml passed to platform in invalid' ,
Please help, if its possible to populate custom view from lookup array, i need to populate on countryname in custom view .
Code is below
filterCountryLookup: function(formContext) {
var userID = Xrm.Utility.getGlobalContext().userSettings.userId;
var userName = Xrm.Utility.getGlobalContext().userSettings.userName;
var viewId = "{FCEF151C-F1A9-E811-8142-3863UB357WA0}";
var viewDisplayName = "Country View";
var entityName="asc_country";
var lookup=new Array();
var fetchXmlQuery = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>" +
" <entity name='team'>" +
" <attribute name='teamid' />" +
" <attribute name='teamtype' />" +
" <attribute name='asc_country' />" +
" <order attribute='asc_country' descending='false' />" +
" <link-entity name='teammembership' from='teamid' to='teamid' visible='false' intersect='true'>" +
" <link-entity name='systemuser' from='systemuserid' to='systemuserid' alias='ad'>" +
" <filter type='and'>" +
" <condition attribute='systemuserid' operator='eq' uiname='" + userName + "' uitype='systemuser' value='" + userID + "' />" +
" </filter>" +
" </link-entity>" +
" </link-entity>" +
" </entity>" +
"</fetch>";
var encodedfetchxml = encodeURIComponent(fetchXmlQuery);
var req = new XMLHttpRequest();
req.open(
"GET",
Xrm.Page.context.getClientUrl() +
"/api/data/v9.1/teams?fetchXml=" +
encodeURIComponent(fetchXmlQuery),
true
);
req.setRequestHeader("Prefer", 'odata.include-annotations="*"');
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for(var i=0;i<results.value.length;i++)
{
var country=results.value[i]["_asc_country_value@OData.Community.Display.V1.FormattedValue"];
var countryid=results.value[i]._asc_country_value;
var entityname=results.value[i]["_asc_country_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
lookup[i]=new Object();
lookup[i].id=countryid;
lookup[i].name=country;
lookup[i].entityType=entityname;
}
var layoutXml = "<grid name='resultset' object='2' jump='name' select='1' icon='1' preview='1'>" +
"<row name='result' id='id'>" +
"<cell name='country' width='300' />" +
"</row>" +
"</grid>";
if (lookup!== undefined) {
formContext.getControl("asc_countryid").addCustomView(viewId, entityName, viewDisplayName, lookup, layoutXml, true);
formContext.getControl("asc_countryid").setDefaultView(viewId);
}
console.dir(results);
} else {
alert(this.statusText);
}
}
};
req.send();
},
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Opportunity Source Quick Campaign
Can anyone advise as to how to get the name of the 'Quick Campaign' that led to the creation of an Opportunity displayed as a lookup field in the actual Opportunity form please?
I can see that the Opportunity forms have the 'Source Campaign' to display a 'proper' Campaign name but I can't seem to crack how to get a similar thing going with a 'Source Quick Campaign'. I assumethis is partly because quick campaigns are essentially activities and thus don't exist as a proper entity upon which to base a lookup field on.
(We only have Sales Hub / In-App Marketing)
Many thanks for any advice
D
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Wanted to filter timeline control through Javascript
In timeline control, it displays all email activity and notes. Whenever a case is assigned to someone we generate a notification which is also visible in the timeline. Now users wanted to control this visibility, like filter type, where they can filter such emails. I was thinking to provide a checkbox so that when a user checks that checkbox, it will hide all notification emails.
till now I have tried to get the control and then set the filter xml but it's not working, can someone guide me on whether this is possible or not.
var c = Xrm.Page.getControl("Timeline");
c.setFilterXml("<filter><condition attribute='owninguser' operator='neq' value='9d52b1ee-07d9-e711-80f4-3863bb368de0' /></filter>");
c.refresh();
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How to work in a group on solutions?
Hello Community!
We working with client with CRM 2016 on-premise who want often a few new feature on the same place in CRM, like opportunity. When we must change or add on the code it's less problem. Problem it's when we must change something on the CRM. Often we must prepare a few independent solutions who make changeng, like add new fields, changes on the form or views. Client dont accept every feature on the same time (somethinks time The difference accept is a few weeks or months!), but this, what was accepted must move to the next environment.
What is best practise or what you propose as work (CRM development) in group?
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Where is the Sandbox Processing Service?
In 9.0? I don't see it under Services in the Windows control panel. For the record, I also do not see the VSS or Unzip service listed.
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Code
show details of account created and updated using javascript in CRM
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What does [Activity Status] "yt" mean?
My D365 users are seeing "Activity Status: yt" when updating/handling D365 tasks. This occurs when the user clicks Mark Complete at the top of the form. When the user closes a task from the task Timeline, "Activity Status: yt" does not appear in the Timeline display, but if the user opens up the task record, "Status: yt" appears on the detailed task page.
When I look at the task records, they appear to have reasonable State Code and Status Reasons. This issue was not reported until after our classic-to-UI transition; I'm wondering if this may be related, but I have no direct evidence to think so.
I don't think the "Activity Status: yt" issue is causing any functional issues, but it does look alarming with the red band and the red icon. Should I be worried about this? How do I fix this?
Update (12/7/2020): It looks like the "Activity Status: yt" definition appears automatically even on new task records (that have not been appended yet). But the "Activity Status: yt" definition appears slightly below the actual Activity Status. In the case of a new (not appended-yet) task, the Activity Status is "Open". As you can see, my Activity Status field on my form has two definitions (see screenshot).
Also, I'm unable to actually create and save a new Task. When I try to click Save or Save and Close, it does nothing. But it looks like my users were able to create tasks through a roundabout, automated process (maybe classic workflows). I don't recall the Task entity being deprecated, but it is behaving like it is deprecated.
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Marketing List members "Filter by" greyed out
We just switched to the new UI last week.
I'm trying to filter Marketing List members, but the option "Filter by" is greyed out. Each column does give me the option to Sort. I am able to "Filter by" for other entities, but not in subgrids for related entities. Is there a way to change this?
Thanks in advance!
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WEB API - $select=(all except one?)
Hello,
I'm reading about retrieving an entity via the web api and I understand that you can retrieve a record with all fields, or via $select only some fields.
Is there a built-in method to retrieve all fields 'except' certain fields?
e.g. GET[OrganizationURI]/api/data/v9.0/accounts(00000000-0000-0000-0000-000000000001)?$except=name,revenue or maybe $select=-name
If not, I can do this programmatically, but it would be ideal if this existed
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