Hi,
I am creating a workflow that sends email notifications to owners of an event every time a new event is created or the owner changes.
However, the workflow doesn't trigger upon creation of a new event.
I tried using both background and real-time workflows, but no luck.
I followed this article to create the workflow.
What my workflow looks like:
Any help is much appreciated.
Thanks,
Carlyle
Hello All,
function testMethd() {
Xrm.WebApi.online.retrieveMultipleRecords("entitydefinition", "?$filter=entitysetname eq 'contacts'").then(
function success(results) {
for (var i = 0; i < results.entities.length; i++) {
debugger;
alert(results.entities.length);
}
},
function (error) {
Xrm.Utility.alertDialog(error.message);
}
);
}
I'm trying to fetch the data from EntityDefination metadata but it's not working.
Can you please help me?
Thank you
Contacts->related-service->cases .Its not showing any case records in the view. I Created many cases for the contact. And also not showing any case records under recent cases.
Hi,
In a web form we have 3 steps , ST1 , ST2, ST3 .
After Step ST1 its optional to fill ST2 and After ST2 step ST3 will be shown up.
Requirement - I have to make ST2 mandatory .
So I open Step 2 and set - Type - condition
In Condition Tab - I set the condition new_quantity but its saying - "attribute not found"
ST1 is linked with entity E1
ST2 is linked with entity E2
I checked the schema name of field in Entity E2 it was correct
Can any one help me
Hello,
I want to know if that is possible to set up form notification like built-in required field notification, which you click on one notification, it will bring you to the corresponding field.
I tried formContext.ui.setFormNotification(message, level, uniqueId); but this just show a notification, when you click it will NOT bring you to the corresponding field.
Thanks,
Ning
Hello Everyone,
I am installing Microsoft Dynamic 365 CRM V9 on-premise.
During installation setup is failing to download following
IE ESC (IE enhanced security) is OFF on the server - I referred here - https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/300813/v9-0-on-premise-install-issue-missing-prerequisites/867895
What I observed is that, I am not able to browse the URL mentioned above, where the setup is actually trying to locate those items from Microsoft official site. I got it from the setup log files.
Here are some screen shot for references.
When working in the default contact entity form
I'm unable to use the option search field to select 'Accounts' within the 'Account Name'
Only 'Contacts' are listed
This is the same for the 'Company' field, on 'contacts' variables are listed
Existing Contacts are linked to the 'Account in the Account and Company fields
suggesting that something as changed, probably an update
Please can you suggest suitable action to resolve
Hi,
I want to merge 2 CRM solutions in Powershell - like on Solution components Mover.
Is there any way to automatically run Solution Components Mover from a PS1 file ? a command line or a request
Thank you,
We have a SmartConnect command that we need to add to a workflow we created for sending invoices. It needs to be run (and completed) before the rest of the workflow is resumed. Is this possible with either a D365 workflow or Power Automate? If so, how?
Below is the command line we need to add:
C:\Program Files (x86)\eOne Solutions\SmartConnect\eOne.SmartConnect.RunMapConsole.exe PSA_ATTACH_EXPENSE_RECEIPTS_TO_INVOICE
Thanks!
My original question was "Can service agreements and assets be leverage in Customer Service without Field Service?" My initial thoughts were yes, since those 2 entities could just be included in the Customer Service Hub Model-driven app, using the App Designer. The processes associated with them might have to be customized depending on what you’re looking to achieve, but you could use the entities themselves.
But is there a license component here? Would the user have to have both licenses applied (Customer Service Hub AND Field Service).
Same question with the following "Can a field technician only work a Work Order, and the Field Service components associated, or can they work a Case also?
Thoughts appreciated. I know how things work on the back end in CE so again maybe this is a licensing question...
Thanks in advance.
Hi all,
Getting the below when trying to add a field to a form. Worked fine in the past.
Any help would be greatly appreciated
Hello everyone,
On the Lead Main form, OnClick of the 'Next Stage' button of the BPF,
Please help me on this, I'm quite new to Dynamics CRM 365 and have been struggled for weeks.
I have Dynamics 365 online
I created a sandbox instance and attempted to restore a backup from the production environment via the power platform admin center as per the Microsoft guide.
However no matter what I do the production backup/restore window always says No valid targets, even though on my environments page I have a live sandbox which is running on a URL.
I've also tried creating a sandbox with no database, doesn't work either
Do I need a certain license or something to be able to restore backups onto sandbox?
Hi,
I was wondering if anyone has had this issue and how they've fixed it:
Problem: the icon I've chosen for a particular custom entity is showing in the sub area of the site map correctly.
However, when I navigate to a form on a different entity, select the Related tab and scroll down to the custom entity that I mentioned in the Problem, there's a different icon.
Why are they not consistent?
I updated the icon by going to the solution, adding in the icons as Web Resources, then going to the entity and using 16x and 32x SVG icons.
Then I saved and published.
Any ideas?
Cheers,
Aron
After we changed CRM to "Unified Interface", we getting error about $ symbol.
Here are the error log file:
ReferenceError: $ is not defined
at Object.updateRecordSync (vms.crm.dynamics.com/.../vms_invoicebookingRibbon:280:9)
at Approve (vms.crm.dynamics.com/.../vms_invoicebookingRibbon:314:13)
at il.executeFunction (vms.crm.dynamics.com/.../app.js
at il.execute (vms.crm.dynamics.com/.../app.js
at vms.crm.dynamics.com/.../3.js
at i (vms.crm.dynamics.com/.../app.js
at vms.crm.dynamics.com/.../3.js
at Array.forEach (<anonymous>)
at vms.crm.dynamics.com/.../3.js
Hello,
I'm using Crm Dynamics 365 on premise.
I'm looking for a workflow that can change the color of the navigationbar.
The workflow should change the color of the navigation bar, when a explizit 'Distributor' chosen.
Is that possible with a workflow or must be a javascript code?
I know how to make a new design with the chosen color, but the color should only change if the distributor 'xyz' has chosen.
So the navigationbar should change from blue mint to yellow for example.
Thanks for helping!
Robert
Hi guys,
I am new to Dynamics 365 customization and I would really appreciate your input.
I have a customer who wants to fetch some data (from his own customer API) and display the data into the Account and Opportunity form.
There will be a communication with his API when an account or opportunity is Retrieved.
I have created a webresource and I am communicating with his API with success.
However I have 2 issues and I would need your help:
1. The secret key and token are in the javascript code of the webresource and this is a security concern. Where can I store the key securely?
2. The customer wants this as a Dynamics App in the appsource, so more of his customer can quickly buy the app and install it on there instances.
How an app can be modify the vanilla Accounts and Opportunity forms and embed the webresource? Also, if you have any documentation about the pricing
of the Dynamics App work would be appreciated.
Thanks a lot
Hello,
the unbound action InstantiateTemplate does not seem to be work properly in Power Automate.
Did anyone used it before successfully?
This is my Input. It seems to be correct:
And this happens when I trigger the FLOW:
Error:"The API operation ‘PerformUnboundAction’ requires the property ‘body’ to be of type ‘Array’ but is of type ‘Object’."
Can someone explain why this happens and how to solve it?
Best Regards
David
Hi ,
We have implemented Dynamics 365 portal latest version for one of our customer.
If user A has opened the record A, and sets the option set field "action" value to 1 and saves the record and keeps the record A open in the page.
If another user B opens the same record A and changes the option set field "action" value to 5 and saves the record.
If user A is updating some other field value for Record A and saves it, UNFORTUNATELY, VALUE OF THE ACTION FIELD IS SET BACK TO 1, WHICH IS NOT UPDATED BY USER A.
Please let me know how to stop the Field updates if the field is not changed. Let me know if there is any configurations
Please help!! it is creating lot of problems
Dear Team,
I have added an additional stage to the standard Business Process Flow in Microsoft Dynamics 365 CRM. This final stage, I'd like the Opportunity to open the Account record, like how you work on the Qualify stage in Lead record and then it moves over to Develop in the Opportunity record. Is there anyway I can do this?
This is how the 'Out of the box' Lead to Prospect workflow works, I want to mirror this but for Close to Customer and then open the regarding account record.
