Hello, You can ask any question related to SharePoint on These site >> www.leotechnosoft.net/.../sharepoint.html
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Forum Post: RE: Saving quote report(s) to SharePoint
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Forum Post: RE: How to include record url in email template as dynamic value using plugin
Hello Naveen, Please see this link: community.dynamics.com/.../how-to-add-record-url-dynamic-to-email-template-on-crm-2015 https://stackoverflow.com/questions/12353062/how-to-insert-record-url-into-email-template
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Forum Post: Ribbon Workbench Display Rule with JavaScript
Hello. Since xrm.page has been depricated I try to move over to using ExecutionContext instead but I run into problem. In the display rule I have added a crm parameter with primaryControl The javascript fails on: var formContext = parentControl .getFormContext(); And the beginning of the javascript looks like: function IsCurrentUserOwner(parentControl) { var formContext = parentControl .getFormContext(); var owner= formContext.getAttribute("ownerid").getValue(); var ownerID = owner[0].id; var userId = Xrm.Page.context.getUserId(); if (ownerID == userId ) { return true; } else { return false; } } Can someone point out what I have missed?
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Forum Post: RE: how to switch BPF based on field value
Hello, As per the below link: BPF might switched in the background but doesn't appear on the form. You can Refresh the page > Now other BPF applied. You can run a JS to force reload the form on switching the bpf. community.dynamics.com/.../switch-business-process-flow-via-workflow
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Forum Post: RE: Ribbon Workbench Display Rule with JavaScript
Hello , You should use Enable rule , as far as know display rule does not support Client Side script.. Check here how to pass primary control- www.magnetismsolutions.com/.../getting-dynamics-365-formcontext-from-ribbon-workbench
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Forum Post: RE: Ribbon Workbench Display Rule with JavaScript
Sorry. I mean that I have a Enable Rule, not a display rule.
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Forum Post: RE: Ribbon Workbench Display Rule with JavaScript
Sorry I menat that I have a enable rule. It looks like the link you have . But the row var formContext = parentControl.getFormContext(); fails all the time.
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Blog Post: Lead Enhancements in Dynamics 365 for Sales – 2019 Release wave 2
Below are some of the capabilities added in Dynamics 365 for Sales with lead management. When creating a new lead, for Qualify sales stage, on the selection of Existing Contact First Name, Last Name, Job Title, Business Phone, Mobile Phone, and Email field will be populated On selection of Existing Account Company Name will be … Continue reading "Lead Enhancements in Dynamics 365 for Sales – 2019 Release wave 2"
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Forum Post: RE: Ribbon Workbench Display Rule with JavaScript
Hi, Now you can get formContext from this parameter as easily as if it were the executionContext. If you are calling this for a button on the Home or SubGrid ribbons, then your code will look like this: function run(primaryControl) { var formContext = primaryControl.getFormContext(); // get formContext var firstName = formContext.getAttribute( "firstname" ).getValue(); var lastName = formContext.getAttribute( "lastname" ).getValue(); console.log(firstName + " " + lastName); } And if you are calling this for a button on the Form ribbon, you can use primaryControl as if it were the formContext: function run(primaryControl) { var formContext = primaryControl; // rename as formContext var firstName = formContext.getAttribute( "firstname" ).getValue(); var lastName = formContext.getAttribute( "lastname" ).getValue(); console.log(firstName + " " + lastName); } You can see how it work Check below link https://www.magnetismsolutions.com/blog/alfwynjordan/2019/10/02/getting-dynamics-365-formcontext-from-ribbon-workbench
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Forum Post: RE: how to switch BPF based on field value
Please have a look below reference for CRM 2016 - rajeevpentyala.com/.../
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Forum Post: RE: Ribbon Workbench Display Rule with JavaScript
Hello, To pass in the execution context (form context or grid context) information to JavaScript function for your ribbon actions, specify PrimaryControl for the form context, or SelectedControl for the grid context as the value in your ribbon definition. SelectedControl will pass in the grid context, for both subgrids and homepage grids. The passed in PrimaryControl or the SelectedControl value is used as an argument in your JavaScript function for form context or grid context respectively. So you do not need to get form context from primary control object. PrimaryControl itself is a formContext All you need to do is the below: var formContext = parentControl;
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Forum Post: RE: Ribbon Workbench Display Rule with JavaScript
THis is how it looks in ribbon workbench., If I have: function IsCurrentUserOwner(primaryControl) { alert("1"); var formContext = primaryControl; alert("2"); var owner= formContext.getAttribute("ownerid").getValue(); alert("3"); var ownerID = owner[0].id; var userId = formContext.context.getUserId(); if (ownerID == userId ) { return true; } else { return false; } } it does an alert("2"); but not an alert("3); If I have function IsCurrentUserOwner(primaryControl) { alert("1"); var formContext = primaryControl; alert("2"); var owner= formContext.getAttribute("ownerid").getValue(); alert("3"); var ownerID = owner[0].id; var userId = formContext.context.getUserId(); if (ownerID == userId ) { return true; } else { return false; } } It does an alert("1") but never an alert("2"); An alert(primaryControl) shows undefined So I guess that javascript is not the main source of the problem.
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Forum Post: RE: Automatically disabled account
Hello Thomas, If your account got disabled, (In all Likelihood) would not be a Global Admin but that is all you mentioned that you created a fresh environment so couple of questions: 1) Account got disabled that is Global Admin 2) The second account you mentioned... is also Global Admin or a normal user 3) In CRM which user type is configured in CRM(Admin or Read-Write) 4) My other question is that. Did you used Azure AD group or Office 365 Security group. In all likelihood, by exploring the above mentioned question you would(most probably) find the cause of the account getting disabled.
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Forum Post: Add Form properties -> parameters programmatically through c# or Js
Dear Experts, We are undergoing with situation where we want to add the Form Parameters value from code either from Js or C#. Like above parameter we want to add it through code. Thanks in advance.
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Forum Post: RE: Ribbon Workbench Display Rule with JavaScript
I removed the parameter in Ribbon workbench and added it back, and suddenly I started to get the parameter to not be undefined.
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Forum Post: RE: Ribbon Workbench Display Rule with JavaScript
Might be not published Properly . That might be issue because same configuration I set in Ribbon Workbench and Webresoucre. Boom.. IT works in one go.
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Forum Post: RE: How to include record url in email template as dynamic value using plugin
Hi Navin, As per my understanding you want to initiate email template in c# code (crm plugin) so that all email template will give you exact output through code as well. Please refer below code for your reference: www.inogic.com/.../
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Forum Post: Handling the cases
Lately we implemented the case module which includes warranty claims from our customers. As a end user, after fixing the defect of the product I am sending confirmation email to client from D365 and I am changing the status of the case to 'Solved'. Sometimes customer responds to this last email because he is not satisfied with the repair. In such cases, the message requires action from the user. Due to the fact that the case is already closed, we are not able to track these messages easily. We would have to click all the case everyday and check them. The first thought is simply to open the case when there is a new email activity after it closes. Is this easily achievable? Could I ask you to suggest the best solution in this case? I will be very grateful for your best practice. P.
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Forum Post: RE: Upgrade on-premise 8.2 to 9.0 errors
Probably someone will find it helpful: I was able to import DB from previous version (8.2.11.13) to new instance (9.0.9.4) Meanwhile, import attempt into 9.0.10.10 failed with the error: 'Attribute' metadata entity "doesn't" contain metadata attribute with Name = 'autonumberformat' Just a guess, that probably, 8.2 and 9.0 service patches should be from the same date, to be compatible... support.microsoft.com/.../microsoft-dynamics-365-onpremise-cumulative-updates For example, if your 8.2 instance has October 2019 patch (8.2.11.13) - 9.0 should have the same - October 2019 (9.0.9.4) But this is just my assumption. Unfortunately, November patch isn't available for 8.2 to check.
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Forum Post: Miscrosoft CRM 2013 Security Roles
HI All, In CRM QA system while performing UAT we have identified few users were unable to access the price quotes until we made them as system admin(Role). As part of our solution we haven’t modified or customized any security roles or permissions. Users with same security roles are working fine on CRM PROD. All the customizations we made so far on DEV are available on QA now. Having same security roles on three environments (PROD, QA,DEV) yet we are facing above issue only on QA. recently we created replica of CRM PROD to QA. Unable to figure out the root cause Please help.
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