Hi Valdimir, Have you looked into using Dialogs, which provide Visual Interactive Components for your Workflows, This will allow you to define Source and Target records each time you run the workflow; https://technet.microsoft.com/en-us/library/dn949331.aspx?f=255&MSPPError=-2147217396 https://blogs.msdn.microsoft.com/crm/2011/02/02/welcome-to-the-world-of-dialogs-part-1/
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Forum Post: RE: record changes with workflow
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Forum Post: RE: Unable to connect plugin Registration tool 2013
Getting This Error in log Source : Not Provided Method : Not Provided Date : 7/16/2016 Time : 8:09:08 PM Error : You don't have permission to access any of the organizations on the Microsoft Dynamics CRM server that you specified. Check with your CRM administrator. Parameter name: VINMART Stack Trace : Not Provided
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Forum Post: RE: Customize Open Activity Associated view of Account Entity
I don't get you. See I want edit activities list those are belong to account entity
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Forum Post: Why do I need IFD?
Hello, Our team has been installing and maintaining several On-Premise CRM installations on different networks. I have a new On-Premise CRM2015 installation in an existing network, and we are running into a lot of difficulties getting IFD to run properly on the network. We have burned several weeks trying to get IFD running on the network, and we are running out of time before we go live. We were able to get CRM running https, and authenticate by Active Directory outside the firewall. My question is: with AD authentication, and https in place, why do I still need IFD? Other than controlling session timeout, what benefit is there to get IFD running? I am interested in your thoughts. Thanks, PCR
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Forum Post: RE: Unable to find Sub-grid on Outlook Client Appointment form.
Hi Mohammad Have the same question as you - did you ever find out how to get sub grids working in crm fields on outlook?
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Forum Post: RE: Get Label Option Set in Retrieve Multiple
Hi Ricardo, I would think of the below two options. I believe getting the optionset label using XrmServiceToolkit.Rest call is not possible. Option 1: var fetchResult = XrmServiceToolkit.Soap(fetchXml) fetchResult[0].attributes. .formattedValue --> Gives the Text label of Optionset value fetchResult[0].attributes. .value --> Gives the Optionset value fetchResult[0].attributes. .type --> "OptionSetValue" Option 2: var result= XrmServiceToolkit.Soap.RetrieveMultiple(query); Please google to know how to build query. There is a specific format to build query. Hope this answers. Thanks
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Forum Post: RE: Unable to connect plugin Registration tool 2013
Hi Ganesh, It would be nice if you post the error description. Possible solution would be : Download the compatible latest SDK and build Plug-in registration tool with those dlls. Compatible SDK means - there are different SDK versions available for each Service pack. Thanks P.S: If this solves please mark as verified.
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Forum Post: RE: Certification and learning materials on Dynamics CRM 2016
Hi You can also refer to Hosk's blog. crmbusiness.wordpress.com/.../mb2-712-crm-2016-customisation-and-configuration-hosk-study-notes Thanks
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Forum Post: Displaying a Subgrid in Outlook Crm Fields
Hi All Is it possible to display a related Task subgrid specifically on the CRM Fields section of a appointment created in Outlook? I am using CRM dynamics 2015 with update 0.2 applied on the server and the latest crm outlook client (updated via windows update) running on outlook 2013 professional. Thanks in advance Paul
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Forum Post: RE: Why do I need IFD?
Hello my friend IFD is only required when access to CRM is required from outside your company network, enabling CRM for internet facing deployment will not only allow u to use mobile apps but also levetage on using some of the cloud services such as Azure, social listening, marketing etc so it is worthwhile having ifd enabled for your longterm crm strategy. Best Wishes, Raz
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Forum Post: CRM Goals and Associated Views
Hello, I'm having an issue with setting up a sales goal in CRM. I hope I provide enough information for an answer. Please let me know if not. Each opportunity my salesmen create will have multiple opportunity scopes. Each salesmen has a goal set up with the metric being the out-of-box total sale. I have created a new goal metric to pull from the opportunity SCOPE. I have created a new goal for John Doe using this metric. I think I am very close to getting it to calculate correctly. In the Goal, on the left there is "Participating Records: Actual (Money)", when I click on this it shows me " Opportunity Scope Associated View ". This view seems to be where John's sales are pulling from and it is showing him as being well over his target goal because the View is showing me 109 records which I don't know how they are "associated" with this salesman. I know this is a System View so I am unable to change it. How can I get the correct information to show in the Actuals? Please let me know what additional screenshots I may need to provide for an answer.
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Forum Post: Dialog Warning
Hello I have a dialog i want to call this dialog from button(ribbon) i wrote a javascript function to call this dialog, the dialog gets open but it shows "Dialog Warning".Kindly help me out this problem.
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Forum Post: RE: Dynamics CRM 2015 On Prem - Appointments, Contacts, Tasks Exchange 2010 On Prem sync fails
In order for user to be able to Synchronise Appointments, Contacts, and Tasks, with an Exchange Server that is running On-Premise, we must grant the user we are going to use to connect to Exchange with the exchange impersonation role. We can do this by going to the Exchange Server, and opening an Exchange Management Shell. Then we need to run the following command: New-ManagementRoleAssignment -Name "CRM Exchange Service" -Role:ApplicationImpersonation -User crm-exchange.service@test.local Where crm-exchange.service@test.local is the account we want to use to connect to exchange.
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Blog Post: Why CRM Developers Should Use Business Rules More
I was working within CRM recently, attempting to configure some form level logic in order to display/hide fields, based on certain conditions on the form itself. I went into it rather gung-ho and immediately started writing the following JScript function: function hideFormFields() { var myField = Xrm.Page.getAttribute("jg_myfield").getValue(); if (myField = "Value1") { Xrm.Page.getControl("jg_myfieldtohide1").setVisible(false); Xrm.Page.getControl("jg_myfieldtohide2").setVisible(false); Xrm.Page.getControl("jg_myfieldtohide3").setVisible(false); Xrm.Page.getControl("jg_myfieldtohide4").setVisible(true); Xrm.Page.getControl("jg_myfieldtohide5").setVisible(true); Xrm.Page.getControl("jg_myfieldtohide6").setVisible(true); } else if (myField = "Value2") { Xrm.Page.getControl("jg_myfieldtohide1").setVisible(true); Xrm.Page.getControl("jg_myfieldtohide2").setVisible(true); Xrm.Page.getControl("jg_myfieldtohide3").setVisible(true); Xrm.Page.getControl("jg_myfieldtohide4").setVisible(false); Xrm.Page.getControl("jg_myfieldtohide5").setVisible(false); Xrm.Page.getControl("jg_myfieldtohide6").setVisible(false); } } I then suddenly thought “Hang on – can’t this be done via a Business Rule instead?”. For CRM Administrators who do not have any previous development skills, Business Rules were a godsend when Dynamics CRM 2013 was first released, having been continually improved since. They essentially enable you to implement conditional logic and actions on your entity forms, without the need of writing a single line of code. Business Rules are, in fact, a form of JScript, utilising many of the capabilities available as part of the XRM framework. As an excellent case in point, we can very easily replicate the above code into a Business Rule, like so: There is an important lesson here, that anyone who works extensively within CRM needs to always remember; if it can be done out of the box within CRM, then why would you go to the trouble and effort to write a JScript function? Here are some reasons why CRM Developers should always think twice before typing away on that new form-level JScript function: Business Rules actually do a lot more than you’d expect This is something I am guilty of forgetting, and I’m having to train myself to consider this more carefully in future. In the above example, I made the immediate assumption that showing/hiding form fields on a conditional basis was not possible via a Business Rule – how very wrong I was! This seems to underline a general theme with how CRM customisers/developers approach Business Rules, assuming a glass half-empty approach. As of 2016 Update 1, as well as being able to modify a fields visibility, Business Rules can also support the following scenarios: Show Error Message Set Field Value – Fields can be set to match the value of another field, a specific value (including lookups), the result of a formula (Date/Number fields only) or be cleared of data. Set Business Requirement. Set Default Value – Fields can be set to match the value of another fields, a specific value (including lookups) or as the result of a formula (Date/Number fields only). Lock or unlock field What emerges, when combined with the conditional logic builder, is a means of utilising some of the most frequently used methods available to you via the SDK. And we can also hope and anticipate that as part of future releases of CRM, this list will be expanded on further. Business Rules are supported, whereas your JScript may not be To summarise another way, although you can do lots of things via Jscript within CRM, that doesn’t mean that you should . One thing I have observed with those who work with CRM, but have had more of a developer background, is that there is tendency to utilise methods/code which is not officially supported by Microsoft within CRM. Looking around the CRM community, and you often see that an unsupported solution is provided to a specific requirement, but often with no warning label attached to stress what it is doing. A good example of something which is unsupported is manipulating the Document Model Object (DOM) of the current page. Just because it works now doesn’t mean it will in the future, potentially causing major problems for your CRM deployment. If you are ever in doubt, be sure to review the supported extensions article on MSDN for CRM , and always think twice before you start using that nice bit of code you find on a Google search. Your JScript may cause problems for end users So your JScript is supported – great! But that doesn’t necessarily mean it’s going to work well from an end users perspective. If your JScript code, for example, does not provide a sufficient level of error handling, your end users could end up receiving error messages frequently. Or perhaps consider a scenario where your code is handling your errors well and outputting them correctly for potential debugging; this can lead to more lines of code that are unnecessary, and cause an impact when running the application on certain machines/browsers. With Business Rules, you don’t have to worry about addressing that careful balancing act between form loading times versus JScript library sizes. And, you can be assured that the CRM application as a whole will be able to handle your custom logic without affecting the performance of your deployment. Jscript should have a time, place and bespoke requirement What I mean by this is that JScript should only really begin to factor in when you are dealing with very specific, business requirements that the application “as-is” has no means of satisfying. An example of this is if you need to provide specific data validation to a field (such as a telephone number or bank sort code number). The only way this is ever going to be possible is via some kind of Regular Expression (RegEx) validation, which can only be performed via JScript. As one the key takeaways from this blog post, I would stress that you should always first attempt to build a Business Rule that is designed to meet the requirement that you are looking for, utilising other out of the box elements where appropriate (fields, workflows etc.). When it starts to become pretty obvious that a Business Rule is not going to cut it, then you can “give yourself permission” to start writing a JScript function A “No Code First” approach should always prevail I was recently introduced to this simple concept, but it is one that got me thinking and re-evaluating many of my previous solutions that I have built within CRM and elsewhere. When attempting to provide a potential solution to a requirement within CRM, you should try and put forward two solutions (where possible): a solution that can be achieved using out of the box functionality and one that requires bespoke coding to resolve. It may be that the first solution requires considerable time to build within CRM, but doing it this way could mean your solution is a lot more readable and understandable for those going into the system in future. By comparison, your 3-6 lines of code could prove to be virtually indecipherable. So, in conclusion, can you guess what your new “Rule” should be moving forward? Going back to my earlier example of your CRM Developer, AKA Former Application Developer, person, you can anticipate that they will have a very good knowledge of what CRM is capable from an SDK point of view. What may be lacking is a good understanding and knowledge of application as a whole, and specific features (such as SLA’s, Business Process Flows etc.). I would invite these people, and in fact anyone who works extensively with CRM, to focus their learning efforts towards the functional side of the application, so that they can ensure they have a good grasp of what CRM is capable of doing with, potentially, just a few mouse clicks. And, finally, to always think twice and consider alternative solutions before deciding on the best option – for everyone involved.
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Forum Post: Duplicate Detection Rule
Hello, I was looking for a duplicate detection rule that identifies whether an entity line item has already been added for my entity header. How can I make this possible? Thanks and best, Amber
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Forum Post: RE: Add unsubscribe link in a custom HTML template?
Hi J99K, I don't believe this is possible out of the box within CRM. The only way I could think of doing is by having a custom URL link in the template, that performs some kind of web services call when clicked back into CRM. However, this could prove to be quite complex to setup. Is your CRM instance connected to Dynamics Marketing? If so, then you can use the Subscription Center feature to handle unsubscribe requests. More information about this feature can be found here: www.microsoft.com/.../create-a-subscription-center-page-using-a-plug-in.aspx Hope this helps! Regards Joe
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Forum Post: print of custom entity form or i can send it to as an attachment via mail
Hello All, I need to take a print of custom entity form or i can send it to as an attachment via mail in 2011 version. For email attachment,should i have to create report or not? Can anyone please suggest me how can i'll proceed.
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Forum Post: RE: Is it possible to pre-populate information from a field (of a form) into the dialogue wizard?
Hi Thomas, no problem. Sorry for my late response too. I want to display data of the form within the option set of the dialog. In the dialogue, I went into Prompt and Response (Set Properties) -> Response Details -> Response type as Option set (Picklist) . Then the 'Default value' is deactivated automatically.
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Forum Post: Export and Import saved views from 2011 to 2016
HI all I got a major issue in here I need to transfer almost 60 saved views between organization with different CRM versions (from 2011 to 2016) I saw some post but none of them talks about different version Any chance anyone have a clue according this issue? Yotam Sina Project Manager | Rotem Dynamics
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Forum Post: RE: Dialog Warning
Hello, Could you please provide source code of your script and screenshot of appeared dialog?
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