Microsoft has made Dynamics 365 for Marketing available as a public preview, as disclosed in a new blog post by principal program manager Kishan Chetan. Chetan revealed in a new MSDW Podcast episode that the public preview puts Marketing on a pat... read more
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Blog Post: Public preview of Microsoft Dynamics 365 for Marketing aims to showcase the customer experience platform model
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Forum Post: RE: Posts, Activities and Notes in Leads - missing section
Hi Billy, If you take out the notes properties section out of the social pane tab does it show the social pane?
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Forum Post: RE: Comparing Date Values From Two Different Entities
Hi David, you can't compare fields in the workflows. Either try creating a calculated field and use it in the condition, or develop a custom workflow activity to do the comparison and to return a boolean value, for instance: msdn.microsoft.com/.../gg309745.aspx
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Forum Post: RE: Posts, Activities and Notes in Leads - missing section
Hi Billy, check section properties, not the activities tab properties - double click on that "social pane" header (not on the notes control)
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Forum Post: RE: Dynamics PSA Bookable Resource Booking
Hi Antti, I was thinking in the same lines, just wanted to be sure. Even though the bookable resources are booked, the resource requirement is for the whole project. Not the individual project task. Hence there is actually nothing that can be done from the resource booking side, apart from letting the others know that the resource is booked for a time period on that project. One more thing, I tried booking activities against resources which are groups. I assigned actual resources to the group (Parent child groups). When the booking was done for the group, it didn't create a booking for the child groups. This behaviour is different to Field Service. Just wanted to point that as well. Thanks a lot for the explanation. Charith
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Forum Post: RE: Error connecting to organisation with plug in tool
Hi, just in case.. you did download that version of the plugin registration tool from NuGet as describe below, right? docs.microsoft.com/.../download-tools-nuget
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Forum Post: RE: How to create a link dynamically in Description of Email activity?
Thanks Preeti! This is the code for link. var mainData = {}; mainData.subject = "Email Subject"; mainData.description = " Hi Please Check link Here: Microsoft "; var jsonEntity = JSON.stringify(mainData); var oDataSelect = serverUrl + "/api/data/v8.0/emails"; $.ajax({ type: "POST", contentType: "application/json; charset=utf-8", datatype: "json", url: oDataSelect, data: jsonEntity, async: false, beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); XMLHttpRequest.setRequestHeader("Content-Type", "application/json; charset=utf-8"); XMLHttpRequest.setRequestHeader("Prefer", "odata.include-annotations=*"); }, success: function (data, textStatus, XmlHttpRequest) { alert("success"); }, error: function (xmlHttpRequest, textStatus, errorThrown) { alert("Status: " + textStatus + "; ErrorThrown: " + errorThrown); } });
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Forum Post: Disposing Dynamics 365 Online Connection .
Hello All, I am doing some batch CRUD operation in a Window Service using OrganizationServiceProxy after certain interval of time(based on Timer.Elapsed event).My concern is that do i need to connect every time or is it fine to use the single connection for every loop.Will be there any impact if i use single connection ?I am using D365 Online V9.0 Code ==== orgService = CommonCRMHelper.IntiateOrganisationService(); if (orgService != null) { orgService.EnableProxyTypes(); crmContext = new XrmServiceContext(orgService); }
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Forum Post: RE: open external url from sitemap
I understand your frustration. But you cannot expect platform to behave the same way for native code (training link) and our custom navigation using sitemap extension. In fact we are utilizing the sitemap & web resource to hop on to external link. I almost implemented the same functionality, but got a white frame in crm (instead of your HTML webresource content), then I put a dashboard with other useful links to land (may be hyperlinks in HTML web resource)
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Forum Post: [Gamification].I don't understand about Player Profile
User Tam Bui has created 2 Opps Phuong Ho has created 10 Opps Thuong Nguyen has create 3 Opps But, in Player Profile of each user I don't understand why the system show that: Anyone can help me to explain why we have that ?
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Blog Post: Dynamics 365 Online Deployment Tips: Set Your Security Group!
The feature of Security Group in the Dynamics 365 Online deployment has been there for a while. However, I often find either people do not understand it correctly or this feature is not being considered as an important “checklist item” for a smooth deployment. So, in this post I will share some reasons on why we need to plan setting up the security group. To support the example, I’ve set up the following scenario: In my instance I have 4 users: And 2 Security Groups for Production and Sandbox Where in Production, everyone is the member of the group: While in Sandbox, Test User 3 should not access the environment Now, let’s begin with the reasons why we need to implement Security Group. #1 For Authorisation Purpose In typical Dynamics 365 implementation, there will be multiple instances, such as DEV, TEST, UAT and PROD. When the instance has been associated with the security group, only users that are member of the security group can access the environment. The traditional way to restrict access by not assigning the security role to the users is still viable, but this leads to the reason #2 below. The difference on the error message would be as follow: Not assigned with the security role Not part of the Security Group #2 To Keep Users in the Instance Clean On top of the first point, to prevent the users to access the environment, having security group configured for the environment will also prevent the users that are not part of the security group to be synchronised with the environment. A thought come into my mind: it won’t harm right to have the users synced. As long as, we are not assigning the security role to them. Yes, it’s true from the authorisation perspective. However, having them in the environment that they are not supposed to be, also means they will be under the list of “Enabled User” that can be used in selection when assigning records. In multi-organisations deployment, it also means the user from different organisations are visible to the environment. These situations could cause confusion to the users. The list from Production environment: The list from the Sandbox environment: #3 To Hide Unnecessary Items at the Apps List/Instance Picker With the “App” concept in Dynamics 365 Online, the home.dynamics.com will contain all kind of “Apps”. This includes the Apps that deployed within the instances. When a user have the privilege to access multiple instances, they also will see the “Apps” that are deployed in those instances. IMHO, it is always the best approach to hide anything that users should not see, so that they could focus on what they need to do with the system. For example, my user that has full access to all environments, could see the following: Meanwhile, the Test User 3, can only see 1 “App” that is associated to the instance that this user has access (controlled via the Security Group). The same thing with the Instance Picker (this has been superseded by the home.dynamics.com ). However, if users might have bookmarked this page. The following is the list from my user: Meanwhile, this is from the view of Test User 3. Conclusion Implementing Security Group for Dynamics 365 implementation should be considered in the design and planning to ensure proper and robust security and user experience. Hope this helps! References https://blogs.msdn.microsoft.com/crm/2017/03/30/my-apps-on-home-dynamics-com/ https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/add-instance-subscription#BKMK_man_sec_group
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Forum Post: RE: Dynamics 365 Online - Sharepoint online Folder creation
Hi Martijn I don’t see the sample guide in your post. Can you repost it?
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Forum Post: RE: How to create a link dynamically in Description of Email activity?
Hi, Try using below hyperlink tag as we use when we create email manually. Google www.google.com Hope you get it working.
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Forum Post: Cannot Access sandbox after reset
Hi, I reset the sandbox instance however upon accessing it I encountered this error
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Forum Post: RE: How to create a link dynamically in Description of Email activity?
Hi, This is a known issue in crm. Please check below links: community.dynamics.com/.../180143 community.dynamics.com/.../249225
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Forum Post: RE: Onchange event gets fired when value is set programmatically using "setvalue "
Hi all, This is still a huge problem although on official documentation it says that onChange events do not fire with setValue. One solution that I came up with is to remove the function from the onChange event and add it manually on the onLoad event using Xrm.Page.getAttribute("fieldname").addOnChange(function). After that we need to remove onChange function and add it again whenever you're going to set the value. So it's gonna look something like this` Xrm.Page.getAttribute("fieldname").removeOnChange(function); Xrm.Page.getAttribute("fieldname").setValue(value); Xrm.Page.getAttribute("fieldname").addOnChange(function); So it turns out that every time we're setting value, there's no onChange function to fire. This is working for me. Hope it works for you too :) Thanks, Arsen.
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Forum Post: RE: OnChange Event fire automatically after save Case form
Hi all, This is still a huge problem although on official documentation it says that onChange events do not fire with setValue. One solution that I came up with is to remove the function from the onChange event and add it manually on the onLoad event using Xrm.Page.getAttribute("fieldname").addOnChange(function). After that we need to remove onChange function and add it again whenever you're going to set the value. So it's gonna look something like this` Xrm.Page.getAttribute("fieldname").removeOnChange(function); Xrm.Page.getAttribute("fieldname").setValue(value); Xrm.Page.getAttribute("fieldname").addOnChange(function); So it turns out that every time we're setting value, there's no onChange function to fire. This is working for me. Hope it works for you too :) Thanks, Arsen.
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Forum Post: RE: Duplicate Detection Using JavaScript
Hi Clement. Thanks for the reply. I used the above WS call but I did not get any result to display. actual there is a duplicate record. Mainphone is telephone1 mobile is mobilephone retrieveResult.open("GET", ODataPath +"/LeadSet?$select=FullName&$filter=(telephone1 eq "+mobilevalue+" or mobilephone eq "+mainphonevalue+")",false); I do not get any results at all. See my query below function CaptureMiRequirements_onSave(eventArgs) { var mobile = Xrm.Page.getAttribute("mobilephone"); var email = Xrm.Page.getAttribute("emailaddress1"); var mainPhone = Xrm.Page.getAttribute("telephone1"); var isNull = mobile.getValue() == null && email.getValue() == null && mainPhone.getValue() == null; var isBlank = mainPhone.getValue() == "" && mobile.getValue() == "" && email.getValue() == ""; var notificationMessage = "Error"; if (isNull || isBlank) { Xrm.Page.ui.setFormNotification("To save this record, please enter either an Email address, Main Phone or Mobile number.", "ERROR", notificationMessage); eventArgs.preventDefault(); eventArgs.returnValue = false; } else { Xrm.Page.ui.clearFormNotification(notificationMessage); } if (mainPhone.getValue() != null || mobile.getValue() != null) { var mainphonevalue= mainPhone.getValue(); var mobilevalue=mobile.getValue(); var context = Xrm.Page.context; var serverUrl = context.getClientUrl(); var ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc"; var retrieveResult = new XMLHttpRequest(); alert(mainphonevalue); alert(mobilevalue); alert(context); alert(ODataPath); retrieveResult.open("GET", ODataPath +"/LeadSet?$select=FullName&$filter=(telephone1 eq "+mobilevalue+" or mobilephone eq "+mainphonevalue+")",false); retrieveResult.setRequestHeader("Accept", "application/json"); alert("suga1"); retrieveResult.setRequestHeader("Content-Type", "application/json; charset=utf-8?"); alert("suga2"); retrieveResult.send(); alert("suga3") if (retrieveResult.readyState == 4 /* complete */) { if (retrieveResult.status == 200) { var retrieved = this.parent.JSON.parse(retrieveResult.responseText).d; var Result = retrieved.results; if (typeof Result !== "undefined") { Result.foreach(function(data){ alert(data.FullName); // should display the lead full name }); var count = Result.length; if (count>1) { alert("duplicate value not allowed"); executionObj.getEventArgs().preventDefault(); } } } } /*Xrm.Page.ui.setFormNotification(ODataPath, "ERROR", notificationMessage); eventArgs.preventDefault(); eventArgs.returnValue = false;*/ } } in the above script, I get all the alert messages except lead's fullname and duplicate value not allowed. Can you please check my script and correct me where I'm failing here. As I'm newbie to CRm development, I'm still in the learning curve
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Forum Post: RE: Duplicate Detection Using JavaScript
Hi Suganthar , Dynamics CRM support OOB duplicate detection rules you can go to settings - > Data Management -> Duplicate Detection Rules. You can select entity lead and add your condition . Its very easy to implement. Thanks Goutam
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Forum Post: Opportunity View Issue
Hi I want to edit opportunity views but when i try to add any column, view don't shows column name instead shows some Guid. Based on my search i found Record Type "Opportunity" is not present on Opportunity Entity Any export opinion
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