thanks
Forum Post: RE: Get resolution time for a case
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Forum Post: RE: Adding custom field mapping between quotedetail and salesorderdetail entity.
This solution works, but it has a drawback. After version 9.0 you can no longer transport these maps over a managed solution from you sandbox to your produktions environment. You will get an error saying something like: A managed solution cannot overwrite a AttributeMap component on the target system that has an unmanaged base instance. The most likely scenario for this error is that an unmanaged solution has installed a new unmanaged AttributeMap component on the target system, and now a managed solution from the same publisher is trying to install that same AttributeMap component as managed. This will cause an invalid layering of solutions on the target system and is not allowed. To overcome this problem I had to remove the maps again, and write plugin code that did the additional mapping. The plugin code i have created is 1) make sure that each quote line get a lineitemnumber assigned (unique within the quote). if you only use the standard ui for creating lines, i think you are all set here. it is already done. 2) The lineitemnumber IS part of the standard map when a salesorder is created from a quote(I assume the same goes for opportunity->quote and salesorder -> invoice) 3) now on pre-create-event for salesdetail, lookup the salesorder, if it has a reference in QuoteId, lookup the quote detail from quiteid + lineitemnumber, and take field content from there.
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Forum Post: RE: 'check in' feature in mobile app for Dynamics CRM
I was think that the option to enable user tracking GPS was default and enabled by the main console instead to set it individually
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Forum Post: Editable grid-Javascript in CRM 365
Why the values were changing in the editable grid view? which was return using javascript
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Forum Post: RE: USD - Upgrading D365 v8.2 to v9.0 with USD configuration
Absolutely, how can I miss about configuration migration tool in my answer. Also you can get that via nuget package. Thanks for reminding me that.
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Forum Post: RE: Using HttpClient from plug-in - used to be fine but now gives Overlapped I/O errors?
We are seeing the same issue. I just started looking into this. Was Microsoft able to determine the root cause or did you stick with retry loop?
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Forum Post: RE: How to remove Close as Won and Close as Lost options in opportunity for some specific users?
Hi Nithya, I have gone though this link, but the problem is it is not telling how I can hide these options for a specific user with respect to security role? I mean, if I have a user having the security role as for eg: admin, then how can I apply the customization to this security role? Infact all the solutions given above, all have the same problem. They are not showing how i can relate it to a specific user or a specific security rule.
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Forum Post: Email configuration on Dynamic CRM trial instance
Hi, Can anybody help me for email configuration on CRM trial instance. It would be grate help if anybody share a steps as well. Thanks in advance.
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Forum Post: RE: Business Process Flows are in disorder
Hello, In the 365 version, there is a new functionality introduced for the BPF. Each user has his own instance of the BPF for a record. Which means that if user A see BPF X on oppportunity 1, the user B can see BPF Y on opportunity 1. A solution could be to force the update of the BPF based on the type selected for example. When user load the case, and have the type "customer request case" if the current BPF is not the related one, then force the update of it so every user on the same record will see the same BPF. see : msdn.microsoft.com/.../dn817878.aspx Regards, Clément
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Forum Post: RE: Using HttpClient from plug-in - used to be fine but now gives Overlapped I/O errors?
Hi Eric, I spent a while trying to encourage Microsoft to find us something useful. Didn't manage it. We lived with the retry loop for a while but our customers would still see occasional errors even with high retry-limits. We eventually migrated everything "back" to use WebClient which (presumably because of its synchronous nature) doesn't seem to exhibit the issue. Luckily, none of our use-cases are sufficiently high load that thread availability seems to have been an issue for us. Just one of those things you have to put up with when you're not in charge of the whole stack, I guess... Cheers, Mike.
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Forum Post: RE: Searching the string like 'Sample_test' not working for a Virtual Entity
Which virtual entity provider are you using, and what technology is the underlying source ? The behaviour yet get may be due to the way the search is implemented in the source. For example, if the source is a SQL Server, and the search uses the LIKE operator, then the '_' is a wildcard character. If you wrote a customer provider you could probably work around this
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Forum Post: RE: CRM 2011 getting Generic SQL Error when importing a new web resource.
I suggest you check the organisation versions of each environment (you can see this in Deployment Manager), and if there is an option to update the organisation version, then do so. This is because there may be a mismatch in the organisation and CRM versions in each environment
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Forum Post: RE: Dynamics 365 Report error The report cannot be displayed. (rsProcessingAborted)
I have a System Admin user of Dynamics 365 receiving this error. I have also tested as another System Administrator. Any ideas in this instance? The reports were running fine Friday and they stopped running Monday. OOB reports are running. We have made no changes to the reports, but there was, according to MS, "a minor update" over the weekend. Seems to me it's obviously related to the "minor update", but I'm open to all ideas.
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Forum Post: RE: Email configuration on Dynamic CRM trial instance
Hi Pravin, Check this article- arunpotti.wordpress.com/.../how-to-configure-email-using-server-side-synchronization-in-crm-2016-online
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Forum Post: query "on or before" last month
Hello all, I am looking for a method where i can query records based on a date fields that is on or before last month. meaning, if i run the query today, the 31st of July, it should pick up all records where the date filed is within or before last month, which is June. I know this isn't straight out of the box within Dynamics, unless i am not looking in the correct areas. Is this possible with FetchXML? Thank You in advance! Leibish Ringel
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Forum Post: RE: KingswaySoft - Impossible to run SSIS package on SQL Server
Hello Cecile, For the error “ Value does not fall within the expected range ” error, it seems to be an issue caused by the SSIS optimization design, it happens when you don’t have all the output attached to a destination component. In this case, either of the following two options can solve the issue properly: Set the RunInOptimizedMode property to False in the Properties window at Data Flow Level . This setting can be found after you click the blank area on your data flow designer. Alternatively, you can try to direct other outputs of the XML Source component to a SSIS Destination component which can take care of this situation as well. Please let us know if there is anything else. Thank you, KingswaySoft support@kingswaysoft.com
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Forum Post: RE: How to remove Close as Won and Close as Lost options in opportunity for some specific users?
Hi, You can create a custom Javascript webresource which checks the logged in user and if the user is specific user (eg: admin), return true (which means the button will be visible?) else false to hide the button according to your requirements. Add this JavaScript webresource along with the opportunity entity to a solution and open this solution in ribbon workbench. Right click the button you need to customize and select Customize Command. In th display rules section, add a new custom rule and give the JavaScript function in your custom Javascript webresource which decide whether to show or hide the button (true of false returned from JS function). See: community.dynamics.com/.../178915 In the link above, it is getting the current user security roles. You can get the current userId in javascript using the code below. Xrm.Page.context.getUserName(); Hope this helps.
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Forum Post: RE: query "on or before" last month
Hi, I don't think straight forward way it is possible in dynamics CRM Fetch XML , however you can try to create another calculated date field and create a range and retrieve using greater than less than date condition.
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Forum Post: RE: How to Set Hyperlink for Column in Editable Subgrid D365
Hi, You can create a single line of text field with format as URL which shows a hyperlink. See: docs.microsoft.com/.../types-of-fields Hope this helps.
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Forum Post: RE: Dynamics 365 Outlook Client with no IFD
Hi happyman, I was able to resolve this. I bind the site in IIS with https and a ssl certificate. Make sure you have a valid certificate, in my case we used a self signed cert.
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