Hi All, Image below from Portal Navigation. I'm looking to configure the navigation so that "Content" is not duplicated in the drop down. currently I have Content pointing to a Web Page,rather than just a Web Link Set as i'm using Web Page Access Control so that Content is only Visible to users after signing in. can anyone advise if this is possible please?
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Forum Post: hide navigation options
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Forum Post: Error Outlook client installation
Good afternoon, I am performing Microsoft Client Outlook 365 installation on a Windows 10, 64 Bit machine. But I am getting the message " Entity name does not exist. Please specify an existing entity name" "This entity with name = '' role '' with namemapping = 'Logical' was not found in the Medatata Cache" I am attaching the error attached. Could you help me identify the problem please? Thank you
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Forum Post: RE: Actions done in portal show in CRM as 'system' modified. How can we track which Contact made the change
As long as the entity has a lookup to Contact, you can use the Entity Form / Web Form option of "Associate Current Portal User". You could also do this with Entity Form Metadata and Web Form Step Metadata with "Set Value on Save" as "Current Portal User". The Close/Reopen Case actions are slightly different, but if you've set the above options, it might still work. Otherwise you'll have to settle for "last modified by" outside of those actions, or remove the buttons and instead use a field change trigger so you can still submit the form.
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Blog Post: Improve IT Help Desk Efficiency with a No-Code Bot – Microsoft Azure
Take Your Help Desk to the Next Level with a No-Code Bot Regardless of what industry you’re in, it’s important to offer your employees the support they need. For many organizations, this internal support takes the form of an online help desk. But, while there are certainly some inquiries that lend themselves to interacting with a live IT support representative, the reality is that most help desks end up repeatedly responding to the same set of frequently asked questions. Ask any IT employee who works in support, and they’ll tell you that they see questions like “Where do I go to reset my password?” on a regular basis. Knowledgeable IT employees end up wasting countless hours responding to these kinds of questions, rather than focusing on more complex tasks where their expertise is needed. What can you do to free up your IT help desk employees? One approach involves offering your employees a FAQ page where they can find answers to basic questions. But, many employees won’t know about the FAQ page, won’t be able to find it, or will have trouble locating their question on the page, or...the list goes on. In the end, they end up contacting support anyway. The truth is that when most employees have a question, they want to ask someone directly and get an answer. They don’t want to go diving through a long FAQ page or searching through the company website for help. But keeping staff on hand to respond to basic tech support questions just isn’t financially feasible. Fortunately, there’s a solution: you can create a help bot! While online help bots have been around for years now, most organizations perceive them as too complicated, expensive, or difficult to implement. The reality is that adding a bot to your website is easier than you think. Thanks to Microsoft, creating an online support bot is a simple, two-step process. First, you’ll create a knowledge base for your bot. Next, you’ll create the bot itself. The whole process is possible without the need for any coding whatsoever! Creating Your Bot’s Knowledge Base To get started with a support bot, you’ll need a knowledge base (KB). This will be the source of information that the bot accesses to respond to frequently asked questions. Compiling a knowledge base might sound like an onerous task, but it’s often simpler than you’d think. Do you already have a FAQ, list of questions, or other knowledge base of some kind on your website? If so, this is the perfect starting point for building your bot’s knowledge base. With the help of Microsoft’s QnA Maker and your existing Azure subscription, you can create your knowledge base by following an easy step by step process. Creating Your First Bot Once you’ve put together and published your knowledge base using Microsoft’s QnA Maker, you’re ready to create your first bot. Thanks to Microsoft’s easy to use tools, this step is just as straightforward as compiling your knowledge base. After you’ve published your knowledge base via the QnA Maker, you’ll be prompted to “Create a Bot.” This will take you directly to Microsoft Azure, where you’ll be provided with a template for bot creation. Once the bot is created, you can easily test it in Azure. From there, all you have to do is make the bot available via various channels such as Facebook, Slack, and/or your website. Taking the Next Step with Dynamics 365 CRM Integration Want to set up your own bot without any coding? FOLLOW OUR DETAILED, STEP BY STEP INSTRUCTIONS IN THE FULL ARTICLE At this point, you have a fully functioning help desk support bot on your website. But why stop there? By integrating your bot with Microsoft Dynamics 365 for Sales or Customer Service, employees can get answers to specific customer-related questions, such as “When was the last time we heard from Customer A?” or “What’s the email address for Customer Z?” Taking this next step requires a little bit of coding, but don’t worry: the experts at AKA can help! Click here to learn more about AKA’s Cloud Services and start benefiting from the power of bots today! ABOUT AKA ENTERPRISE SOLUTIONS AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900! The post Improve IT Help Desk Efficiency with a No-Code Bot – Microsoft Azure appeared first on CRM Software Blog | Dynamics 365 . Related posts: What Microsoft Dynamics 365 means for CRM pricing and competition New Feature – Tracking emails on the go is easier with Outlook iOS Updates If You’re App-y and You Know It, Clap Your Hands
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Forum Post: RE: Mass conditional lock / unlock fields;tabs;section
Thanks, Necdet. I am new to CRM technical part. Could you please assist me on how to add this code. I added it but it's throwing me an error. Error message: Web resource method does not exist: Ticker Change What function name I should mention while adding? Thank you once again for your support. Hema
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Comment on Refactoring Pipelines and Implementing PowerApps Checker in DevOps for Dynamics 365 for Customer Engagement Solutions - DevOps Part 2
Hey Artem! You are definitely asking the right questions. These are all topics we are still discussing within the PFE team and with the D365 CE product group. There will be more official information available for this in the near future, but I can give you some of the basic premises that we are considering in approaching these topics. The biggest pain point in customizing D365 CE is that traditionally, the platform has been its own editor, and doesn't have a native way to track and version control changes. The product group is working towards separating this coupling; for example, the official place to manage solutions is now https://make.powerapps.com , instead of the legacy web app UI. For the purposes of DevOps, we want to be thinking the same way, and treat our environments as being part of our IDE. 1. We are big fans of the Gitflow Workflow. If you aren't familiar with it, Atlassian does a pretty good job explaining it: www.atlassian.com/.../gitflow-workflow Consider building out your CI / CD process around the Gitflow Workflow in combination with the premise that each environment is part of a developer's IDE. 2. Following from the information I've provided, each developer should probably be working in one org per branch they are working in. The exception here would be if two developers are collaborating on the same feature. If two or more developers are actively making changes in a single org, at the very least, they should be in a call together, actively sharing what they're working on in conversation. Think of shared development orgs in the same way you might think of a Visual Studio Live Share session. Merging changes during concurrent development is perhaps the biggest gray area for us right now. Again, I would emphasize thinking of an environment as being part of your IDE, and consider how you merge changes for any code-based project: in order to successfully merge from a feature branch down into the develop branch, the feature branch needs to be ahead of your develop branch. So any changes that have been made to the develop branch need to be pulled back into the feature branch and merged there by the developer. In this scenario, you might consider building out some tooling for automatically merging any changes that can be done trivially without chance of conflict, and then performing manual steps to merge potential conflicts. It should feel as close as you can get to the "ours vs. theirs" approach when working in your other IDE's. 3. We don't have an official recommendation for solution versioning, but I would recommend considering whether you are going to need patches as part of your deployment process. In my own opinion, patches should be thought of as hotfixes, and though this is part of the Gitflow Workflow, in an ideal world, hotfixes should only be needed in an absolute emergency, which should be rare if you are employing automated testing in your process. Otherwise, "urgent" changes should never be so urgent that you need to break your deployment process in order to implement them. This is largely thanks to the fact that you are deploying small sets of changes to production as often as possible. If you are not using patches, honestly, the only law of solution versioning is that your versions be sequential, so that if you are looking at a feature branch environment, the solution version there should be ahead of develop if no changes have been made to develop since the branch was created, but it should be behind develop if another feature branch has been merged into develop after the feature branch I'm working on was created, and prior to me merging the changes from develop back up into my feature branch. There are many changes coming up regarding solution layering and management, so continue to stay tuned for those. We will also be elaborating on conceptual questions like the ones you have asked here in future blog articles. Thank you for your interest! T
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Forum Post: RE: Mass conditional lock / unlock fields;tabs;section
Hi Hema, Can you give me more detail under which condition you want to lock/unlock tabs or section. What is the name of tab/section you want to lock/unlock and under which condition it must work?
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Forum Post: RE: Create View - Exclude contacts Not Eligible using Link Entity
If you're trying to do an outer join or exclude, wouldn't you want to use the linked records where the "Not Eligible Date" contains data? I'm honestly not a FetchXML guy, but think that would be the right logic in your case.
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Forum Post: RE: hide navigation options
You will have to create content as a separate tab. The second content you see is the actual working tab. The first being just the tab name and shows you the options within.
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Forum Post: RE: Actions done in portal show in CRM as 'system' modified. How can we track which Contact made the change
Just to add to that, in the Associate Current Portal User on Insert, you should check the Associate Current Portal user field, and in the Target Entity Portal User Lookup Attribute, select the name of the field that is a lookup to your Contact entity. For example in case, that would be msa_partnercontactid. There are various fields that are available out of the box in the system entities that you can use for this, usually prefixed with msa or adx. Note that the above is on the creation of the record, and not in edit mode. Hope this helps.
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Forum Post: RE: hide navigation options
You can also use a web template to control the navigation: {% assign nav = weblinks['WebLinkSetName'] %} You can then loop through the navigation items and child items... {% if nav %} {% for link in nav.weblinks %} {% assign sublinks = link.weblinks %} Add your logic to show or hide the sublink here Hope this helps.
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Forum Post: RE: Actions done in portal show in CRM as 'system' modified. How can we track which Contact made the change
The other response is correct, I'll just add the one gotcha with it. When using the Metadata etc a Contact updating their own Contact record (e.g. if you have a form that lets the Portal user update some data on their Contact record directly) will throw an error. This occurs due to the Hierarchy settings that Microsoft introduced a few versions ago - just something you also may need to work around.
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Forum Post: CRM Outlook Plugin Fails to Install
Hello, New to the forums. I have found that my Windows 10 version 1903 computers cannot install the CRM Outlook plugin update rollup 18. Anyone else having that issue or have tips how to resolve this? I've reproduced the issue on 3 computers with 1903 (1 with all updates for OS, 1 with no updates (only 1903), and my current computer, same version of office on all computers. Then with Windows 10 version 1809 (all OS updates applied), same version of office, the rollup 18 does install as expected. Installed msoidcli_64bit Installed .Net 3.5 via Software Center Reboot Install CRM2011-Client-ENU-i386 ( select do not download from MS update) Install CRM2011-Client-KB2958724-ENU-i386 > fails (update rollup 18) Error: The type initializer for 'Microsoft.Crm.FeatureControlChecker' threw an exception. The type initializer for 'Microsoft.Crm.LocatorService' threw an exception. Unable to initialize the native configuration support external to the web worker process (HRESULT=0x80040154). nativerd.dll must be in %windir%\system32\inetsrv Any tips is appreciated.
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Forum Post: RE: hide navigation options
Hi, You may already know that when we create a web page, it actually creates 2 records for web page. One with "Is Root" equals "Yes" and other with "No" [which we called as content page]. If you delete the content page i.e. the web page which has "Is Root" equals "No" then you will not see the second content option. You will still be able to apply Web Page Access Control for the webpage as you still have the one which says "Is Root" equals "Yes". Hope this helps.
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Forum Post: RE: Getting "ReferenceError: Sdk is not defined
Hi, When you say "Sdk.Entity" you re basiclly referencing another library which has this (SDK) namespace defined along with other functions & methods. You need to find that liabrary in your project/ crm and add reference to that as well along with your current liabrary. Hope this helps.
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Forum Post: RE: Open Org Chart in iFrame
Hi Partner, I created a web resource with an iframe element to load "org chart" and insert it as new tab section into account form as per my understanding, HTML code is below: However, the URL you given is link to View Hierachy(legacy web client) instead of Org Chart, they have different URl, below are two links for same account: View Hierachy(legacy web client): clientURL + /_root/hierarchy.aspx?etc=1&oId={AEA19CDD-88DF-E311-B8E5-6C3BE5A8B200}&sitemappath=SFA|Customers|nav_accts Org Chart: clientURL + / main.aspx?appid=c3afb293-aaa5-e911-a9d0-000d3a1ada5f&pagetype=control&controlName=LinkedInExtensionControls.OrgChart.OrgChartControl&data={"AccountId":"{AEA19CDD-88DF-E311-B8E5-6C3BE5A8B200}","AccountName":"City+Power+&+Light","ReferencingAttribute":"parent_contactid"} and View Hierachy(UCI): clientURL + /main.aspx?appid=c3afb293-aaa5-e911-a9d0-000d3a1ada5f&pagetype=control&controlName=MscrmControls.HierarchyControl.HierarchyControl&data={"etn":"account","id":"AEA19CDD-88DF-E311-B8E5-6C3BE5A8B200"} Both Hierachy(UCI) and Org Chart in UCI are rendered by new javascript library, I havn't seen Org Chart button in legacy web client and direct SRC attribute to acess them without top and left side navbar. Anyway, you could replace any link that you actually want in the iframe src attribute, and remove extra navbar elements with more DOM manipulations. Regards, Clofly
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Forum Post: i am not able to access New Solution wizard
after clicking new solution ,Error has occurred on the new solution wizard. If anybody knows this please respond to myquery.
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Forum Post: Javascript syntax for on Search button click -I need to get data
Hi, What is the synatx or code for search button. when clicked i need to get data
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Forum Post: Aggregate FetchXML against WebAPI fails
Hello Expert, The following fetchXml below code. var apiQuery = myurl/api/data/v8.2/+ reviews"; var fetchXML = ' ' + ' ' + ' ' + ' ' + ' ' + ' ' + ' ' + ' ' + ' ' + ' ' + ' ' + ' ' + ' ' + ' '; var encodedFetchXML = encodeURIComponent(fetchXML); var results; var req = new XMLHttpRequest(); req.open("GET", apiQuery + "?fetchXml=" + encodedFetchXML, false); req.setRequestHeader("OData-MaxVersion", "4.0"); req.setRequestHeader("OData-Version", "4.0"); req.setRequestHeader("Accept", "application/json"); req.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\""); req.onreadystatechange = function () { if (this.readyState === 4) { req.onreadystatechange = null; if (this.status === 200) { results = JSON.parse(this.responseText); if (!isNullOrUndefined(results) && results.value.length > 0) { results = results.value; } } } }; req.send(); return results; I'm porting all the scripts to use WebAPI. When the same fetchxml is executed against WebAPI, I get this error message: "The property provided was of type System.Int32, when the expected was of type Microsoft.Xrm.Sdk.EntityReference" and also I got this. status=400 instead of this.status =200. Anyone had the same problem? Thanks
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Forum Post: addOnKeyPress is not working
Hi, I am working in dynamics 365 v9.0 online, I am trying to get the auto complete functionality on web not for mobile or templates by using JS, in which I have used addOnKeyPress. But I am getting error " Cannot read property 'addOnKeyPress' of null " . Then I have checked and searched on web I found that this method has been deprecated for v 9.0 and we have to use a custom control. I have tried to use custom control but it didn't worked. Any suggestion will be very helpful.
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