Hi, Are you using on-premises or online? I just try it on my trial environment (online, v9.1.0000.9232) and I did what you want. On a view with 280 records I clicked on "Export to Excel" and then "Static Worksheet". Make sure you did not select any records (maybe you are selecting all, and the view only displays 50 records per page): And the result: Regards, Joana
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Forum Post: RE: Creating an Excel template
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Forum Post: RE: When will the CRM upgrade October release wave 2
Hello, You can find all the available information about wave 2 in this article. docs.microsoft.com/.../ According to the article, the wave 2 update starts deploying in October, but then it varies according to region. Europe should receive the update in this upcoming weekend.
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Forum Post: RE: Automatic fields equal to another
You can create a javascript file with the below code and call that js file on Onchange event of which field you copy the value Call OnChangeField function onChange event of account field in contact form. function OnChangeField( executionContext ) { var formContext = executionContext.getFormContext(); var accountname = getLookupName("accountid", formContext ); if ( accountname != '') formContext .getAttribute("lastname").setValue(accountname); // notice No Quotes else formContext .getAttribute(" lastname ").setValue(""); } function getLookupName(fieldName, formContext ) { var field = formContext .getAttribute(fieldName); if (field != null) { var fieldId = field.getValue(); if (fieldId != null) return fieldId[0].name.toString(); else return ''; } } How to do it Check below docs: https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/walkthrough-write-your-first-client-script
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Forum Post: RE: Picture in the body of incoming Emails no displaying
Hello Pauline, I found this article which seems to be the same problem you are encountering. support.microsoft.com/.../embedded-images-in-rich-text-emails-are-not-handled-correctly-by-the-e Are you using CRM Online or Onpremises ? Also what synchronization method are you using ?
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Forum Post: RE: Error mapping optionset on virtual entity
Hello, For these types of errors, it's either a problem with the mapping inside of CRM, or if you are using a custom provider, then it could also be a code problem. Could you share more details about your scenario and configuration ?
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Forum Post: RE: Add sales' steps of Opportunity in asp.net
Hello Ryuzaki53, Do you want to move the Business Process Flow or qualify the opportunities as lost and won ? To qualify opportunities, I found the following articles: docs.microsoft.com/.../microsoft.crm.sdk.messages.winopportunityrequest community.dynamics.com/.../close-opportunity-as-lost In order to move the Business Process Flow, you can do so by updating the active stage of the record you want to move.
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Forum Post: RE: Duplicate detection job completion email template
Hi, I think you should modify the hyperlink and not only the text.
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Forum Post: RE: Add sales' steps of Opportunity in asp.net
Hi, You need to use dynamics SDK that depends on your version of CRM. Here are basic examples of actions in c# https://code.msdn.microsoft.com/Sample-Create-retrieve-e183a7fb#content Keep in mind that business process flow has the entity, and you need to change Active Stage field to change stages in c# code. Here is an example how you can get stageid https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/267468/how-to-get-the-current-stage-id-and-stage-name
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Forum Post: RE: Add sales' steps of Opportunity in asp.net
I mean the process Qualify - Propose - Contract - Close
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Forum Post: RE: TokenCache for Timer-Triggered Functions
Hi, Here is how I managed connection issue with .net core using azure application http://paltusov.pro/2019/07/22/dynamics-365-net-core/
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Forum Post: RE: Editing a process - CRM 2011
I rebooted the server and everything is working now.
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Forum Post: Displaying a lookup as a dropdown in a CRM 2013 form
Hi EveryOne i want to display a lookup as a drop down in crm 2013 any help will be appreciated thanks in advance.
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Forum Post: RE: CrmServiceClient Class vs OrganizationServiceProxy Class Connections
Hello David, Yes indeed IorganizationServices use Soap Endpoint, so it's better to use Xrm Tooling for your requests since it's based on Web API (REST). Best regards, Please Mark as Verified is you found it Helpful :) Best of luck
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Forum Post: Stopping a user from entering input when the maximum length of the field is reached
I have a Single Line of Text field of size 50. I want to stop the user from entering input into the field when the maximum number of characters is reached. How can I do this in TypeScript?
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Blog Post: Creating a Form Processor in the Power Platform AI Builder (Part 2)
Check Part One to see how to create the model needed to Process a form. Once your model has been created and published you are able to create an App or Flow that utilises it. Microsoft Flow is an extremely powerful way to use the Form Processor because it can automatically take newly submitted forms and create a record out of them. Steps: To start, create a new Flow in and Solution and use the SharePoint trigger ‘When a file is created in a folder’ and add the folder where all new files will go. In this example the default Documents location is being used. The next part calls the AI model using the ‘Predict’ action. Note: this action is only available to Flows created in a solution, so make sure you Flow was created as part of a Solution. Select the Model from your published models and then add the Request Payload in the format: { "base64Encoded":"base64(*FILE CONTENT*)", "mimeType":"*CONTENT TYPE*" } Replace the *FILE CONTENT* with the dynamic content ‘File Content’ from the trigger Replace the *CONTENT TYPE* with the dynamic content ‘Content-Type’ from the trigger Before you add the parse JSON action you need to run the Flow and get the response payload. This can be done a number of ways however to ensure you get the full payload add a temporary action that saves the response to SharePoint (in a separate folder to your trigger) and run the flow by adding a valid example of your PDF/Image to the triggering folder. This will then mean you can copy and paste the full response payload from the Predict action. Now add the Parse JSON action and add the Response Payload variable from the Predict action. Click on Use Sample Payload to generate schema and paste in your copied payload from the previous step. You may notice that the first time you run this the Flow will fail due to the Parser expecting an integer but got a number. To fix this you must update all the keys with type ‘integer’ to type ‘number’. One way to fix this is to put the generated Payload Schema in a text editor and use replace all ‘integer’ with ‘number’, however, if you have any fields that contain the work ‘variable’ you will need to manually change these back after. Next add the Create Record action for CDS and select the required entity. Now add the fields by selecting the values retrieved from the Predict action. The issue here is that all your values will be called ‘value’ in the Dynamic Content selection, this means you will not know which value is the field you want. In order to get around this issue you can type out the full expression, in this case the expression is “body(‘Parse_JSON’)?[‘predictionOutput’]?[‘label’]?[‘Last Name’]?[‘value’]”. Note: Once you save and close the Flow and then reopen it the expression will revert back to the Dynamic Content just saying value. Then simply change [‘Last Name’] to each different field name. You can repeat the previous step for each record created. If you want to create a reference between two of the records, for example have a contact as a primary contact, you must create the Contact first and then when making the account add it as the Primary Contact using the dynamic content. Once you have finished creating your Flow you can start testing it by adding files to the chosen document location in SharePoint. This Flow and Model will greatly reduce the time taken to enter data into your system, after you have gotten this working smoothly you can begin enhancing it even more for your business needs.
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Forum Post: RE: Federation metadata URL is not available
Thanks!!!!! I've been stuck on this problema for hours until I read your post.
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Forum Post: RE: Tracking Token Display in Case
Would be nice if token was accessible as a field to display in case. But as work around can drill down in case to view Activities for the case. In this area, one can find a copy of the initial email sent with the tracking token. Token can be copied to new email chain.
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Forum Post: RE: Creating an Excel template
I should have added to this that i'm using the 365 Version not on-prem. I'm looking at thaving this so a user can download an excel template and this will mostly have all the analysis done in it. i.e powerquery runs and then some pviot tables etc are updated from that.
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Forum Post: View Accounts without open opportunities and without connections to open opportunities
Hello there, I need to get a list of accounts that fulfill the following conditions: Without open opportunity Without connection (as stakeholder) to open opportunity With fetchxml I am able to get accounts without open opportunity. But I am not able to fetch accounts without connections to open opportunities. The problem is, that because of the "outer join" on the connection I am getting all accounts. Any ideas? Here my current fetch:
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Forum Post: RE: Displaying a lookup as a dropdown in a CRM 2013 form
Unsupported way to do that not preferred (But if want to do as per business requirement) try this: devkeydet.blog/.../ Hope it helps
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