Hi Striker439, This is a common request with the popularity of online products. You need to migrate the solution, entity data , web resource and plugin step by step. There are all many tools which could help do above migrations. I think the following blog would help you a lot as it had also recommended related tool for each step： nishantrana.me/.../ In addition, Microsoft Dynamics CRM (on-premises) to Microsoft Dynamics Online Migration Guide: download.microsoft.com/.../OPtoCRMOnlineMigration.pdf If you have any question surrounding this, pls no hesitate to contact us or open one new question. Have a nice day. Regards Johnny
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Forum Post: RE: Steps to migrate from Dynamics 2016 8.1 to Dynamics 365 online
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Forum Post: Reg Filter in a GRID in an entity
Hi guys, I have a custom entity in which i have subgrid to display the views of another entity and now what I want is to filter the Product grade field based on the material group category. Is it possible? I have tried addpresearch and custom filter method but it doesn't work here. any suggestions, please.
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Forum Post: RE: Plugin not getting updated in managed solution
Thank Goutam, The steps are included. The error details on certification have been attached. The problem is that these errors have been rectified & the code in the mentioned lines have also been removed but still, the same issue is showing up.
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Forum Post: RE: GEO-Coding Mapping Tool??
Hello, which features you want that's all are available in Quick Maps . Dynamics CRM plugin which helps the user in visualizing the CRM data on a map. set and share routes. I want to know about this tool to take a demo and look at it. Features: Recognize Top-Performing Regions Increase Sales Team Productivity Detailed Market Analysis Find & Target New Leads Collaboration with Marketing Dept. A 360 Degree Sales Solution
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Forum Post: RE: Plugin not getting updated in managed solution
Hi, Kumar. Goutam already point out the correct information. When you create solution, make sure you also included the SDK Message processing step and the Assembly (full package of plugin). It suppose can override your customization. If you can show us your solution, it will be better to check.
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Forum Post: RE: Plugin not getting updated in managed solution
Thanks, Temmy I have included the processing step. Please find the solution images.
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Forum Post: RE: Plugin not getting updated in managed solution
Try to update directly plugins in the target system using plugin registration tool.
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Forum Post: RE: How can a SSRS Report use saved Admin Credentials in a Data Source , overwriting the firing User's credentials.
[quote user="erhan.keskin"] Make sure you turned off the integrated security for the data source(s). If that report needs to run on the whole data in DB, you may use the tables as opposed to using views. e.g; Table : ContactBase, View : Contact [/quote] As a matter of fact, there is some data sets that actually need to be filtered, some of them run on the whole system data, and the others are filtered for specific conditions. i just want to say as well that I'm using FetchXML as a way to retrieve data from the system into Data Sets. is your way to use "tables" instead of "views" applicable in FetchXML?
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Forum Post: RE: How can a SSRS Report use saved Admin Credentials in a Data Source , overwriting the firing User's credentials.
[quote user="Vipin J"] Credential setting under Data Source is ignored once you upload the SSRS Report, especially if you are using Filtered views. If there is a global report you can remove word Filter from the table and report will ignore the security principal of Dynamic CRM and access all record in the system. You should take care when you are using Joins and Linked Query, you must remove all Filtered Keyword from table prefix. Refer here for some of the best SSRS report configuration. https://vjcity.blogspot.com/2019/05/dynamic-crm-ssrs-report-best.html [/quote] I didn't mention this in my first question. but i m using FetchXML to retrieve data. does FetchXML comply to the security principals of Dynamics upon running the report?
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Forum Post: Add own template to associated documents new menu
We have set up Dynamic 365 for Customer Engagement to use Sharepoint Online. In the Associated Documents form we want to add own own templates to the NEW menu. Is this possible?
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Forum Post: In a custom entity, updating specified field(not currency), the field currency also be updated
In my a custom entity, there are many fields, also contain the field currency. The field currency also be updated while I update other field, although the field currency is still original value. Attached image is Audit History. Here is a snippet of the code: Entity vendorResource = new Entity("EntityStaff"); vendorResource.Id = vendors.Entities[0].Id; vendorResource.Attributes["abc_building"] = new EntityReference("abc_officefloor", buildingID); vendorResource.Attributes["abc_seat"] = new EntityReference("abc_facilityseat", seatID); service.Update(vendorResource); I just want to update Facility Site and Seat fields, but I don't know why the field Currency also be updated. Help me!
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Forum Post: Classic interface vs. Unified interface for yet to be go LIVE client
We are currently developing for one of our clients in classic interface. A lot of development has been done so far with classic interface and some of tasks are still under development. There are lot of functionalities, which use Xrm.Page directive too. Now, our dilemma is, should we move the client to Unified Interface at this stage and validate all the developed features again at new UI. OR Should we continue with the classic one, do the GO LIVE for the client at the end of this year. Could anybody advise on this? Any help would be much appreciated.
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Forum Post: D365 Entity Messages - Custom Display string does not work in D365 latest version
Hi, I have added Custom display string in Quote entity Messages ("Effective To") and published but CRM still display's Default string. Tried importing translation with new text, still no luck. Can anyone confirm if this is a MS bug in latest release? Thanks in advance.
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Forum Post: RE: D365 Entity Messages - Custom Display string does not work in D365 latest version
Hi Padma , Are you changing display name of "Effective To" field ? I just checked trial environment and its working fine for me . Can you remove the field from the form and add again . Don't forget to do publish all customization.
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Forum Post: RE: Classic interface vs. Unified interface for yet to be go LIVE client
For me if your customer are allowing and giving time to move to unified interface , my opinion is to change your code according to unified interface. You may know classic API will be deprecated in slowly so it would be great if you provide customer with latest UI supported at the same time of Go-Live. Replacing Xrm.Page would not take much time , think like you will get the advantages of the formContext over Xrm.Page.
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Forum Post: RE: Posts - How to export or migrate in D365
I have the problem if I want to update the documentrequest entity from my source to the destination the error always comes up: Error: [SSIS.Pipeline] Error: SSIS Error Code DTS_E_PROCESSINPUTFAILED. The ProcessInput method on component “Dynamics CRM Destination” (162) failed with error code 0xC02090F9 while processing input “Input” (180). The identified component returned an error from the ProcessInput method. The error is specific to the component, but the error is fatal and will cause the Data Flow task to stop running. There may be error messages posted before this with more information about the failure. [Dynamics CRM Destination [162]] Error: An error occurred with the following error message: “System.Exception: An input for statecode field is required when statuscode is mapped. (SSIS Integration Toolkit for Microsoft Dynamics 365, v11.0.0.7160 – DtsDebugHost, v14.0.3002.145)”. This happens with the following fields: -statuscode(Status Reason Data Type) If I do not map these fields then it works. But we need those fields … How can you solve this? I hope someone can help me on the Internet, I do not really think what and have been looking for hours .. Thanks
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Forum Post: RE: D365 Entity Messages - Custom Display string does not work in D365 latest version
Are you using CRM on premise version ? I have faced the same issue on "on-premise" version. Try to rename field with other string and again rename with "Effective to". It should work. Also try to remove and add field on form
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Forum Post: Integrating CRM 2013 on Premise and Office 365
Hello, Now, we are using Microsoft Office 2013 and MS Dynamics CRM 2013 with UR 5 with Outlook integration. We will replace Microsoft Outlook 2013 by Office 365 Outlook. MS Word, Excel and MS Dynamics CRM remain unchanged. Is it supported? Integrating CRM 2013 on Premise and Office 365 CRM 2013 on-premise, Office365 email, and Server-side sync does anyone have any guidelines for integrate CRM 2013 on-premise and office 365? Please advise what changes are required.
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Forum Post: javascripts for using in ms crm 365
Hello everyone , i need one small help in java scripts. i have written below code in field called actual start -(this is field) in form in ms crm 365. my requirement is ....when i open a page then actual start date should be auto field and if someone want to change date in less then current date then it should through alert message and make the field blank ( actual start ) while saving the form and does not let the save the form unless entered the current date or future date ... ---------------------------------------------------------------- function fromDateValidation() { debugger; var fromDate = Xrm.Page.getAttribute("actualstart").getValue(); var today = new Date(); var currentDate = today.setHours(0, 0, 0, 0); Xrm.Page.getAttribute("actualstart").setValue(currentDate); // var currentDate = today.getDate(); // var getFromDate = new Date(fromDate); //var frDate = getFromDate.getDate(); if(fromDate < currentDate) { alert("Start Time cannot less than Today's date"); Xrm.Page.getAttribute("actualstart").setValue(null); return false; } } ----------------------------------------------------------- m sorry to ask this but m new to this java scripts thanks . AMit
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Forum Post: Reg Filter in the subgrid between teo fields
Hi Guys, i have a subgrid and I want to filter the subgrid between two fields present inside the subgrid. For ex: I have 4 fields inside the subgrid, ShopName(Single line of text) Braches city(lookup) Mobile Number Amount. In the above, I want to filter Branch's city field based on the shop name selected. I am able to do this in the parent form of the View in the subgrid. is this possible to do directly in the subgrid itself? Please advise. Regards, AxTechie2120
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