If an assembly is missing in the debug folder that means you have to change the reference properties to copy on local the assembly.
↧
Forum Post: RE: C# to CRM: System.IO.FileNotFoundException: Could not load file or assembly 'Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The system cannot find the file specified. File
↧
Blog Post: Enable Sharing and Collaborations with Microsoft Dynamics 365 for Sales
Did you know that 45% of global B2B services decision-makers are working to improve collaboration between internal organizational silos to drive digital sales information ? This is according to an August 2018 Forrester Research Study by Mary Shea and Meredith Cain, “ B2B Digital Sales Transformation: Three Global Leaders Share Best Practices .” Solving customer problems and responding to them quickly are necessary for the modern business climate. The better you can do as a sales team to connect with your customers more cohesively leads to an organization’s health and growth. Collaborations make this possible. Success is inevitable when individuals share ideas and information to create more efficient sales practices . You learn from and with each other, and have a resource hub to document it all in so no one loses track of your business’ North Star, so to speak. This value is true for sales teams across business sectors. The potential complications with achieving this value, however, often lie within salespeoples’ travels. When sales teams are dispersed across the country or even the globe, it can be hard to connect and collaborate without the proper technology to support your processes and practices. In fact, it’s nearly impossible. There’s no reason to stress, though. The technology your sales team needs to succeed is at your disposal for quick utilization and fast turnaround. It’s all about sales enablement! With Microsoft Dynamics 365 for Sales , sellers have the ability to go mobile, which makes a world of difference . Sellers today require technology that includes familiar and intuitive productivity tools for email, document creation, and data collection . Individuals succeed through team collaborations, and taking things on the go helps them soar together more effectively. This is where Microsoft Dynamics 365 for Sales comes into play as your sales team’s “ productivity hub “. Sales teams don’t have time to learn complicated technology. Microsoft knows this well. That’s why Microsoft Dynamics 365 for Sales is so helpful. It is designed to be user-friendly and seamlessly integrate with the way they work. It was designed with the seller and how they work in mind. Microsoft Dynamics 365 for Sales enables sharing and collaborations through: Document sharing and co-authoring tools Powerful email and chat apps Connections with internal and external collaborators And more These system attributes help sales teams achieve a core goal many businesses are focused on today: Create stronger, more meaningful, and productive interactions between salespeople and customers to drive business forward and enable organization-wide digital transformation . Learn more about Microsoft Dynamics 365 for Sales here . If you would like more help exploring the right technology solution for your organization, contact us and learn more about Microsoft Dynamics 365’s capabilities here . RESOURCE: “6 Strategies to Boost Sales Productivity.” Boost Sales Productivity | Microsoft Dynamics 365, https://info.microsoft.com/ww-Landing-6-strategies-to-boost-sales-productivity-ebook.html . Contact Us Today To learn more about Ledgeview’s Expertise Let’s Talk Related Articles Julia Flaherty Infographic: 5 KPIs and Metrics for Success with Lead Generation with Inside Sales Julia Flaherty Julia Flaherty Enable Sharing and Collaborations with Microsoft Dynamics 365 for Sales Julia Flaherty ADDITIONAL POSTS The post Enable Sharing and Collaborations with Microsoft Dynamics 365 for Sales appeared first on Ledgeview Partners .
↧
↧
Forum Post: Add sales' steps of Opportunity in asp.net
Hi all, as in subject I need to add the possibility to go forward in the sales phases of the Opportunity in asp.net. So, I want to do via code (c#) what you can do directly in crm. Thanks for any help.
↧
Forum Post: RE: Portal Comment TypeError: Cannot read property 'web' of undefined
Ah, I didn't even realize we must have some custom solution here. We use two fields: Customer and Contact. In the Customer field, we always fill out an Account name (I built a restriction for this on the case form) In the Contact field, we fill out the name of a Contact linked to that Account. If the Contact field is empty, the Portal Comment should be directed to the Account. If there is a Contact, the Portal Comment should go to the Contact (and a workflow is activated so the contact gets an email notification of the new Portal Comment). Kind regards, Nina
↧
Forum Post: RE: Editing a process - CRM 2011
Hi, is this happens in all environments? Try to turn on tracing, and get a full details log. www.qgate.co.uk/.../
↧
↧
Forum Post: RE: Executing Dynamics 365 workflows from Microsoft Flow
Hi Hedi, This is possible, see the blog post of Andrew Butenko: Calling D365 actions/functions from Flow
↧
Forum Post: RE: Ms Dynamics CRM Plugins Auto Update field based on optionset values
Hi, To fetch all columns use ColumnSet = new ColumnSet(true); as you already Use. Now if a field does not contain a value, CRM will not return it. You can verify it using act.Contains("columnName") If it returns true that means the value is present, if false, that means the field is null. how to do the contains condition. Refer docs: https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/tutorial-update-plug-in As my suggestion you can use only that columns you need by using like this: new ColumnSet( "firstname" , "lastname" , "contactid" ); because Retrieving all columns for an entity can have a negative impact on performance
↧
Forum Post: RE: Ms Dynamics CRM Plugins Auto Update field based on optionset values
Hi, which part of the code? If the field you wanted to retrieve doesn't contain any value, system will not retrieve it.
↧
Forum Post: RE: CrmServiceClient Class vs OrganizationServiceProxy Class Connections
Hi Saad, So summarize, If I use: Auth user based with a CDS non-intercative user (username + pwd) API Web Instance target URL Xrm Tooling API CRUD operations like: CreateNewRecord() , UpdateEntity() , DeleteEntity() etc.. I'm using a REST connection, correct? Intestead, If I use: Auth user based with a CDS non-intercative user (username + pwd) API Web Instance target URL Wrapper IOrganizationService CRUD operations like: Create() , Update() , Delete() etc.. I'm using SOAP connection, correct? Thank you in advance, David
↧
↧
Forum Post: RE: Executing Dynamics 365 workflows from Microsoft Flow
Hi, You also can refer to below blog. community.dynamics.com/.../executing-dynamics-365-workflows-from-microsoft-flow
↧
Forum Post: RE: Automatic fields equal to another
Hi, You can create a javascript trigger on-field change, and retrieve the value and set it into another field.
↧
Forum Post: Creating an Excel template
Hi All, I've creates an excel template using a specific view which should return approx 288 records (the view does this) but when I go to download the template i'm only getting the first 50 records any idea what i'm doing wrong? Many Thanks in advance Mark
↧
Forum Post: CRM Creating lots of repeated Contacts.
I hope someone can help me with this problem I'm having to do with CRM. We have a problem whereby lots (in fact millions) of CRM Contacts, oftentimes the same one, are being created for no reason. We are using Microsoft Dynamics 365 v8.2.2.112. We are running on-premises and not in the cloud. This problem started happening when we upgraded to CRM v8.2 in January this year. I know this by mapping the number of Contacts being created by date. When 8.2 was installed, the number of Contacts created sky-rocketed. We are finding that the same Contact is being created many many times, by the same CRM user (i.e. with the same "Owner"/"Created By" value). And this happens for most of our CRM users. The end result is that we have millions of duplicate CRM Contacts. If you do a CRM "Advanced Find" of Contacts, ordering by "Created On" descending, you can see the Contacts being created (every 5 minutes or so). I can see no reason why they are being created. We have several CRM users who seem to be particularly prolific generators of Contacts. If I do a query, I can see that there are about 20 users who are the owners of nearly 19 million Contacts. And most of them are just the exact same Contact repeated over and over again. And this applies to multiple Contacts. In reality these users will have created a few (like a dozen or so) Contacts in CRM, but definitely not hundreds and thousands of the same person over and over, for multiple Contacts. Lots of people here think that the issue is due to some kind of CRM/Outlook synchronisation issue. We use the CRM Outlook Plugin (v8.2.3.8) extensively. We think that there is some kind of bug that occurs when Syncing peoples' Outlook contacts with their CRM Contacts. Is anyone aware of any bugs in this arena? We don't want to turn off Exchange/Outlook syncing because people need it to do their jobs. Our users have to be able to sync Activities, Appointment and Contacts. That's how they use CRM. I'm aware of the ability to turn off a user's Outlook Synchronisation filters. But if I do this for a user, it doesn't stop them generating all these repeated Contacts. So it doesn't fix the problem. NB I don't want to do this anyway (as it's how we use CRM). Also, I know that in a user's "Email" settings, I can turn off the "Automatically create records in Microsoft Dynamics 365 -> Create Contacts" to "No". This makes no difference and the multiple Contacts continue to be created by the user, despite having set this "No". By the way, we have customised CRM by creating plugins (using C#). However, I'm sure that Contacts aren't being created in code anywhere (this was the first thing I checked). I'm sure that when "On Created" is fired on the Contact entity, that no additional Contacts are being created (as this would create a loop). So I'm sure that's NOT the problem. Does anybody have any idea of what's causing this problem? How do we fix this?
↧
↧
Forum Post: RE: Duplicate detection job completion email template
Hi there, You should modify the url in the related email template. See thread for more info: community.dynamics.com/.../link-in-duplicate-detection-job-s-email-is-not-working
↧
Forum Post: RE: CRM Creating lots of repeated Contacts.
Hi Mike, This is probably caused by the Outlook integration that can/will create contacts for/from addressees that are not in the CRM system. It's a personal setting but can be disabled via the org db settings, setting: AutoCreateContactOnPromote. See: support.microsoft.com/.../orgdborgsettings-tool-for-microsoft-dynamics-crm Or via the XrmToolBox plugin: User Settings Utility
↧
Forum Post: RE: Creating an Excel template
You have done nothing wrong it will get only 50 records Refer below microsoft docs https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/export-excel-static-worksheet
↧
Forum Post: RE: CRM Creating lots of repeated Contacts.
Hi Mike, First of all, sorry for this problem! Is this on development or production environment? Or both? I never encountered anything like this... so I will start just throwing some ideas, if this happened to me. I would first disable all workflows, to see if the problem came from some workflow. Then, I would do the same with plugins (not only on Contact's plugins, because some other entity can be creating Contacts, right?) and javascripts. Any type of customizations, disable to see if you can check the origin of the problem. Do you have any integration with third parties? Check that too. I don't know if you can perform this kind of tests (since I don't know if you environment is Production) but even so, try to do it on a non-work schedule or something, because this is a serious problem and I'm sure that you already have performance issues due to this. Regards, Joana
↧
↧
Forum Post: RE: Automatic fields equal to another
Thank you for your reply. The problem is that the fields I would like to automate is the main chmps and can not be modified (to my knowledge)
↧
Forum Post: RE: Automatic fields equal to another
Thank you for your reply. But how to do it? sorry i'm a beginner
↧
Forum Post: RE: Duplicate detection job completion email template
Hi Stephan, Thanks for the suggestion. As I mentioned, I have already modified the url in the email template. When the job is completed and I get the email, I can see the updated url is mentioned in the email. But my issue is when I click on the hyperlink it redirects to the old url. When I hover my mouse over the hyperlink the text shown is different than which is actually seen in the email. Unfortunately, the solution provided in the thread helped me partially but not completely. I am not sure if I missed any step. Thanks
↧