We have a current dynamics instance pointing to a SharePoint site and share point integration enabled. Now we are doing a greenfields (reimplementing the entire system) implementation of same system and migrating documentlocations, we need to use the same sharepoint site. Can someone please put some light on how to achieve this. PS: We are migrating sharepointdoclocations and other entities with same guids using kingswaysoft/ssis.
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Forum Post: Pointing sharepoint site from 1 dynamics 365 ce instance to another
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Forum Post: RE: Can we send email in CRM plugin with a mailbox instead of system user
Hi, Configure your e-mail in a Queue. Use the queue as "from" when you create/send an e-mail. In your way to generate; Entity fromQueue = new Entity("activityparty"); fromQueue["partyid"] = new EntityReference("queue", fromQueueId); Regards,
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Forum Post: Field values in email templates not showing values
Dear All, I have used field values in global email template as {!addc_anonymoususer:addc_pin ;} where addc_anonymoususer is custom entity and addc_pin is the field in this entity.when i check email body it is not showing the value of the filed it is still showing the {!addc_anonymoususer:addc_pin ;} . Please advise.
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Forum Post: RE: Retrieving Related contacts information and save them on variables
Hi, 1. Opportunity, Contacts and Roles entities has Opportunity Contacts Lookup (if am not wrong) 2. am assuming you are trying to get contact values by executing this script in Opportunity entity. please do the following in your javascript 1. In opportunity Get the opportunity Contacts lookup record id. 2. Get all contacts which has this opportunity contact id. 3. get its values and save in variable. Note: In case my answer helped you. Kindly mark it as verified. Warm Regards, Pavan Kumar Garlapati Follow my Blog: https:// pavankumargarlapati.wordpress.com
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Forum Post: no option as Enable Plugin trace logs
Hi, I am unable to find "Enable Plugin trace logs " option under Administration-->System Settings-->Customization Version using : Microsoft Dynamics® CRM 2015 (7.0.2.53) (DB 7.0.2.53 ) (On-Premise)
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Forum Post: RE: Dynamics 365 for Marketing
Hi, As listed in the documentation you can only see other apps but not marketing ( https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/business-apps-dynamics-365 ). If you observe Marketing app pricing model also different so they are treating it seperately. This helps you to setup one. Just in case. ( https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/trial-signup ). Note: In case my answer helped you. Kindly mark it as verified. Warm Regards, Pavan Kumar Garlapati Follow my Blog: https:// pavankumargarlapati.wordpress.com
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Forum Post: RE: How to schedule crm workflows to send weekly reminder emails
Hi Naveen, You can create your own workflow schedule solution to schedule your workflows. You can check this link; https://www.powerobjects.com/blog/2012/11/09/create-recursive-or-scheduled-workflows-in-crm/ Or, you can use existing solutions to achieve that. You can check this link; https://alexanderdevelopment.net/post/2016/09/19/updated-solution-for-scheduling-recurring-dynamics-crm-workflows/ Regards,
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Forum Post: RE: Open Org Chart in iFrame
Hi Partner, By default it works for Account entity, if you want to enable hierarchy to contacts, you could read tutorial below: https://blogs.technet.microsoft.com/lystavlen/2014/10/02/how-to-enable-hierarchy-to-contacts-in-dynamics-crm-2015/ Once you could see a hierachy view for contact, then just replace original URL. Regards, Clofly
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Blog Post: CRM 365 - Unified Interface - do not see New Button and entities are read-only
When changing the interface of Dynamics 365 to Unified Interface, if by any chance you don't see the New Button to create entities, or even if the entities are read-only even being System Administrator, only thing you need to do is: - Go to Advanced Settings like in the image below: - Then, go entity by entity and uncheck the following setting. The Unified Interface act as Mobile version apparently, even accessing from the browser in your desktop or laptop. Publish settings and should work. Hope it helps.
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Forum Post: RE: Open Org Chart in iFrame
Hi , I may not have framed my question correctly. If you know there is an open org chart button in the ribbon of account record. I want to open that in an iFrame.
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Blog Post: Tip #1296: Quoting for developers
If you think this tip is great, I’ll take it as a compliment. If you think it’s lame, Joel is the one to blame because he was the one who convinced me to publish it. I like smart quotes (in Word and in Outlook). They make your text look “smart” without too much effort. On the other hand, they are pain in the neck when you need to insert a piece of code that contains single or double quotes. Smart quotes ain’t so when copied and pasted into a code editor. This is what I do when I use Word/Outlook and want to make my code reusable: I type the quote and then immediately press Ctrl-Z. That “undoes” just the last operation which happened to be the conversion of a quote to a smart one. Problem solved. Cover photo by Florian Klauer
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Forum Post: RE: Bulk delete order
The bulk delete job runs asynchronously in the background without blocking other activities. The query expressions that describe the records on which to run the bulk delete job are specified in the QuerySet property of the request. A bulk delete job deletes the specified records according to the cascading rules. These rules are based on the relationship type between the entities.
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Forum Post: Create View - Exclude contacts Not Eligible using Link Entity
Hi All, I'm trying to create a view using Advanced Find which will exclude contacts who are not eligible for the study. I have a custom entity volunteerauditnew which holds all the studies a contact has been assessed for and the final status. For certain contacts, if they are marked as NOT Eligible for a study, a workflow runs which will reset the study field to blank and status is updated to Available after 30 days. These contacts reappears in the study view since the status is now Available. To hide contacts who have been marked as Not Eligible from reappearing in the Study View after 30 days, I'm trying to Join the Contact entity with the volunteerauditnew entity and exclude contacts where the Not Eligible date is NOT NULL using the Advanced Find query. I'm not getting the desired result as the contacts who are not eligible are still showing in the Study View The contacts highlighted below in the view should not appearing in the View as there status is Not Eligible and as we can see in the volunteerauditnew table the noteligibledate column has a date value . Contacts in View Id Full Name Conditions Contact Status Created On 409f1dff-bcbc-e911-b083-00155d264e5f Jag G Test Asthma Available 12/08/2019 04:52 2f5a9101-adb2-e911-b083-00155d264e5f Jim Asthma Available 30/07/2019 09:32 1eaec299-83af-e911-b083-00155d264e5f Jul26 TEST Asthma Available 26/07/2019 08:58 b3c1cba0-b0bd-e911-b083-00155d264e5f RS C Test Asthma Available 13/08/2019 09:56 volunteerauditnew records Id studyid volunteeridid name createdon noteligibledate 6268b6ff-bcbc-e911-a878-000d3ae0e65e 409f1dff-bcbc-e911-b083-00155d264e5f Jag G Test 12/08/2019 04:52 3a662c98-bfbc-e911-a872-000d3ae0e4ef debbf603-107a-e911-a84f-000d3ae0b82e 409f1dff-bcbc-e911-b083-00155d264e5f Jag G Test 12/08/2019 05:11 12/08/2019 05:11 89349a70-efbc-e911-a878-000d3ae0e65e 2939e9a1-5eed-e811-a843-000d3ae0c995 409f1dff-bcbc-e911-b083-00155d264e5f Jag G Test 12/08/2019 10:53 db04dfed-fbbc-e911-a878-000d3ae0e65e 63ac9f50-69b2-e911-a85f-000d3ae09197 409f1dff-bcbc-e911-b083-00155d264e5f Jag G Test 12/08/2019 12:23 12/08/2019 12:27 562cddd4-6fb2-e911-a872-000d3ae0e4ef 63ac9f50-69b2-e911-a85f-000d3ae09197 5f0b8898-6fb2-e911-b083-00155d264e5f Part1 Study C 30/07/2019 02:15 959987e5-24bf-e911-a870-000d3ae0eb8e 63ac9f50-69b2-e911-a85f-000d3ae09197 b3c1cba0-b0bd-e911-b083-00155d264e5f RS C Test 15/08/2019 06:21 15/08/2019 06:22 I also tried using xrmtoolbox to edit the linktype to outer as shown below but that did not work. Any ideas how I can create a view using advanced find or xrmtoolbox to exclude contacts who have a NotEligible date in volunteerauditnew Entity? Thanks Jag
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Forum Post: How to get selected datetime in plugin for Timezone independent fields
Hello, I have datetime timezone independent field and when iam when iam passing datevalue to plugin through action as input parameter it is getting added 5.30 hrs. how can i get same value which i sent from crm form ? CRM is online version and oceana region. please help
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Blog Post: Setting up a Trial Environment in Dynamics 365 App for Outlook and Exchange
Often when making Email Configurations and changes to Dynamics 365 App for Outlook, we want to be able to test these before applying them to avoid issues and ensure correctness. This guide is a quick tutorial to setup a trial environment for Dynamics 365 App for Outlook, so we can test all those quirky configurations before deploying them. The first step is to setup your trial environment. If you haven’t already done so, follow this link if you would like a quick and easy step through on navigating the Microsoft site to access your own 30-day Dynamics 365 Trial for Free. Once you have setup your trial environment, the next step is to attain a trial subscription for Office 365. You can access the Microsoft Admin Portal from your Dynamics 365 environment by clicking the Waffle icon from the top left and selecting Admin. Navigate to Subscriptions Add Subscriptions Now you want to look for, and select Office 365 E1, E3 or E5. This variation offers more features respectively, which may or may not be required for the purpose of your trial. Hover over the More Options icon and select Start Free Trial. Enter your contact number, you will receive a confirmation code which you can then enter in the next screen. Click Try Now > Continue. The next step is to enable the Office 365 product license for your user/s. In the left navigation Pane, hover over the User icon and select Active Users. You can select the existing User or create a new one, click Edit. Assign the Office 365 Product License and click Save. Although it is typically defaulted as such, you should check that your environment synchronization method is setup for Microsoft Exchange Online for the server profile, and Emails are on Server-Side Synchronization. Navigate here via Advanced Settings > Settings > System: Email Configuration. If you want to synchronize appointments/contacts/tasks, then you can select server-side synchronization for that as well. Now that you have done this, the next step is to enable that User’s mailbox in Dynamics 365. Navigate to the Dynamics 365 trial environment and in the Settings icon select Advanced Settings > Settings > System: Email Configuration > Mailboxes. Select the mailbox of the User record that has the appropriate Product License Select Approve Email > Test & Enable Mailbox. Refresh this window until you see Success under Incoming Email Status and Outgoing Email Status. Once this is successful, go back to Settings > System: Dynamics 365 App for Outlook. Select the User and click Add App to Outlook. This may take several minutes to complete but the status shown to the right of the User’s Full Name will eventually change to “Added to Outlook” after refreshing the page. Once you login to the Outlook Desktop App and navigate to your Inbox, you should be able to access Dynamics 365 App for Outlook in the ribbon like below.
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Forum Post: RE: Getting the error: The request SetWordTemplate cannot be invoked from the Sandbox.
Hi Nithya, Can we call SetWordTemplate without Process js from Js?
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Forum Post: RE: FetchXML query
Thank you for the reply mardukes. I already have N:N relationship between Assignment and Contact. This relationship is used for subgrid to add Contacts. The lookup that I have on Assignment entity is pointing to Contacts as well. But when I navigate to that lookup I have a subgrid to show Associated Assignments. I would like to show assignments that are associated though lookup and subgrid. Is it possible to do? I have tried the intersection but is seems that this is not something that can be implemented for this
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Forum Post: RE: Create View - Exclude contacts Not Eligible using Link Entity
I have 2 things you can try: 1) The easiest is if you have Dynamics 365 Marketing and create a Segment. Segment management has pretty straightforward ways to manage this. 2) Without Segments, you do still have the ability to make a Marketing List from these Contacts. What you'd do is make a static list with the initial view of all your study contacts. You'd then remove members who are in the Not Eligible view to get your Eligible Contacts. Good luck!
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Forum Post: RE: Dynamics Gamification and CRM Portals for On-Prem
Any updates on this?? Clients are on Dynamics 365 v9 on premise and asking for gamification.
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Forum Post: Telemarketing Customer Journey
Is anyone currently using a customer journey right now that automates the process of, or parts of the process of telemarketing? Our telemarketers are currently calling potential clients, creating a lead and sending a follow up email (if call is positive) then creating an appointment with the sales team. I would like to know which parts of this process can be automated and put into a customer journey and if anyone is using CJs for anything similar could you please show me your examples as I am really struggling how to get my head around using CJs for telemarketers. Thanks, J.
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