Quantcast
Channel: CRM Development forum
Viewing all 8223 articles
Browse latest View live

CRM 2015: Customizing the Quick Create entity buttons (make smaller) on Ribbon bar

$
0
0

I am looking to see if there is a way to make the Quick Create entity buttons on the Ribbon bar smaller? We are looking to enable more entities for Quick Create as well as make the buttons smaller so that we can fit more buttons on the screen without having to scroll to the right.

Thank you in advance for your help!


Mike Karls


CRM Audit on Audit Disable Field

$
0
0

Hi, In the case entity, I found that there are some Audit records created and it does not say which field trigger the Audit, the "Change Field" column is empty.

Then, I changed each field value one by one and found which field value cause the empty audit record created, but those fields are not Audit enabled.

Any Idea?


Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

nextsibling error in crm 2016

$
0
0

Hi All,

  I am using CRM 2016, the below function are not working in crm 2016, which were working in the CRM 2015.

In a  script i am using "nextsibling" , onsave of the form it is throwing an error("Unable to get property 'nextSibling' of undefined or null reference").Can anyone help me on this.

I'm using the below code.

// var_sc_optionset >>  Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set

//Method to convert an optionset to multi select Option Set
// OS == parent.window.document.getElementById('new_productcategory'),"new_productcategoryvalue"
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV) {
  //  debugger;
    if (OS != null && OSV != null) {
        OS.style.display = "none";
        Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);

        // Create a DIV container
        var addDiv = document.createElement("div");
        addDiv.setAttribute("style", "overflow-y:auto; height:200px; border:1px #6699cc solid; background-color:#ffffff;");
        OS.parentNode.appendChild(addDiv);
        //  alert(OS.attributes.length);

        // Initialise checkbox controls
        if (OS != null) {
            var options = OS.getElementsByTagName("option");

            for (var i = 1; i < options.length; i++) {
                var pOption = options[i];

                var addInput = document.createElement("input");
                addInput.setAttribute("type", "checkbox");
                addInput.setAttribute("style", "border:none; width:25px; align:left;");
                if (IsChecked(pOption.text, OS, OSV)) {
                    addInput.setAttribute("checked", "checked");
                }

                var addLabel = document.createElement("label");
                addLabel.innerText = pOption.text;

                var addBr = document.createElement("br"); //it's a 'br' flag

                OS.nextSibling.appendChild(addInput);
                OS.nextSibling.appendChild(addLabel);
                OS.nextSibling.appendChild(addBr);
            }
            //   alert(OS.nextSibling.getElementsByTagName("input").length);
        }
    }
}


///////Supported functions

// Check if it is selected
function IsChecked(pText, OS, OSV) {
    //debugger;
    if (OSV.outerText != "--") {

        //alert(OSV.value);
        var OSVT = OSV.outerText.split(";");
        for (var i = 0; i < OSVT.length; i++) {
            if (OSVT[i] == pText)
                return true;
        }
    }
    return false;
}

// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue) {
 //   debugger;
    var getInput = OS.nextSibling.getElementsByTagName("input");
    var result = '';

    for (var i = 0; i < getInput.length; i++) {
        if (getInput[i].checked) {
            result += getInput[i].nextSibling.innerText + ";";
        }
    }

    //save value
    control = Xrm.Page.getControl(var_sc_optionsetvalue);
    attribute = control.getAttribute();
    attribute.setValue(result);
}

Regards,

Staya

CRM 2016 - what JS Framework should I use?

$
0
0

Hello everyone,

We have been using XrmSvcToolkit in our Onpremise 2011 instance, and have a lot of JS that targets it, and have been very happy with it.

Now we are doing a migration to CRM 2016 Onpremise (separate server; rebuilding from scratch and importing all the data) and we are wondering...

           Should continue withXrmSvcToolkit, or switch to XrmServiceToolkit or perhaps some other framework?

I would be interested in any feedback/input that people can give me.

thanks in Advance!

Nathan

Dynamics CRM Online

$
0
0
Hi,

I need to know that is it possible to display a custom aspx page in online dynamics crm form?

How to represent currency(8,2)

$
0
0

HI Team,

I have to create a attribute of currency(8,2).

Here 2 means precision and how to represent 8(Max value) before precision?

Thanks,

Sreenath

UpsertRequest Assign Owners

$
0
0

I've hit some sort of road block with the API. How in the world do I update an owner while doing a UpsertRequest?

I have tried doing an AssignmentRequest, but it does not like to have a EntityReference as its target - so I'm unsure how to really assign something through such methods.

dynamics crm 2015-2016 online & on-premise Opportunity form Insert web resource bug

$
0
0

I see there is issue while inserting web resource into Opportunity form as shown below. I added one web resource "CustomerNO" into Opportunity Form Summary tab under Currency field as shown below and I did configured the field to display in 1 line. The we resource has only one line text "test" in it. but some how that web resource doesn't stay in one row..i mean see below it take 6 rows by default as shown below. the form ignores the Number of rows that we configure into web resource field property as shown below.

can some one try and see if this is a Bug into system?? IE display this incorrect, but chrome seems to display this in one line.

I tried this with CRM 2015 On_premise and 2016 on-premise, but behaving similar. I also tried few other web resources, but having same trouble.


Dynamics CRM Connector for GP - details

$
0
0

Hi there,

We are using Connector for Microsoft Dynamics v 3.4.304.1.

I need some clarity:

- In which order is the records processed? I would assume Modified/Created date seems logical.

- Is there any way that I can see what records are to be processed?

- When setting the "Check for modified date after" value ... will it process only those records that have NOT previously been processed?

- When the total is 5000, I assume that only 5000 rcords are processed. The "Check for data modified after" date is updated after the records are processed. What happens to the records that was not included in this 5000? Is there a way that I can process these records.

Many thanks,

Rashaad

Hide an entity from global Quick Create without disabling Quick Create

$
0
0

Hi,

I need to have quick create functionality enabled for a specific entity because I want to use quick create form a sub-grid.

However I do not want users to be able to see the entity from the global quick create menu(tabs).

Is there a way to remove the entity from the global quick create without disabling quick create?

Thanks.




captainsina

UpsertResponse response updated or not?

$
0
0

Good afternoon,

I´ve been testing the UpsertRequest for few weeks with good results, building a tiny framework around it.

One thing which bothers me is when I get a response from "UpsertResponse" I can only see if the record was created or not.
What about if it was updated or not?

Let´s say if I want to log every record via UpsertRequest and only log out each create/update, response.RecordCreated gives me true when a record has been created (great!) but how can I check whether is has been updated?

I´d like to avoid, querying CRM for all the data which I tried Upserting and check the datestamp afterwards if something has been modified.

Any clues?

Multi Select Option Set

$
0
0

Hi All,

Can anyone suggest me on the below.

-->How to covert a option set to multi select option set and for each value in the option set it should have a check box to select the options (I'm using CRM 2016).

Regards,

satya

SQL query to get the list of field labels within a section on a form (on-premise)

$
0
0

Hi all,

I need a SQL query which returns the display labels for the fields on the form for a entity.

E.g I created a new attribute 'Employer2' with Attribute/field display name as 'Employer2' on an account entity. However when i add it to the form, I changed the Label [field properties] for this field to 'Second Employer'. 

Another example could be for the owner field. I changed the label for this Owner field as 'Primary Owner' on a account form.

As a result of SQL query, I would like to see the display label on the form and the schema name for the field as shown below.

Second Employer           new_Employer2

Primary Owner               ownerid

I have a query which return the field display name and schema name but I needed the form display name which could be different than the field display name.

JavaScript - FetchXML - GetDate

$
0
0

Hi,

I am fetching data from the Entity using FetchXML - JavaScript, the thing is that I also wanna fetch todays date. Whatsoever is the best approach can be adopted any of following with max candidature will do,

SYSDATETIME() ,SYSDATETIMEOFFSET() ,SYSUTCDATETIME() ,CURRENT_TIMESTAMP ,GETDATE() ,GETUTCDATE();

Thanks and Regards,

Rk_Hirpara


public view for quote product for CRM 2011 question

$
0
0
Hi, I need to search the quote product based on a quote product serial number. ie. Each quote line item has a custom field "quote-product-SN".  While I am able to create a personal view, the CRM doesn't allow us to create a system view for the Quote Product. So we are unable to create a system view that can be shared with all users . Is there a way to make the personal view accessible by all users. 

Referencing a partylist through key field

$
0
0

We are making a migration to Microsoft Dynamics CRM through a 3rd party. In order to accomplish it, we are sending all of our requests through the soap endpoint.

In any operation (create/update...) when we need to reference another entity we do so through a key field (since we don't have the IDs) i,e:

<c:valuei:type="b:EntityReference"><b:KeyAttributesxmlns:e="http://schemas.microsoft.com/xrm/7.1/Contracts"><e:KeyValuePairOfstringanyType><c:key>accountnumber</c:key><c:valuei:type="f:string"xmlns:f="http://www.w3.org/2001/XMLSchema">ABCETJKL</c:value></e:KeyValuePairOfstringanyType></b:KeyAttributes><b:LogicalName>account</b:LogicalName><b:Namei:nil="true"/><b:RowVersioni:nil="true"/></c:value>

The problem is that we are trying to perform a createRequest in an entity with a partylist. So far we've only been able to obtain the desired result if we use the id when creating the partylist field, when we try to create it as if it were a reference, that attribute is left blank by CRM :

...<b:KeyValuePairOfstringanyType><c:key>from</c:key><c:valuei:type="b:EntityCollection"><b:Entities><b:Entity><b:Attributes><b:KeyValuePairOfstringanyType><c:key>partyid</c:key><c:valuei:type="b:EntityReference"><b:KeyAttributesxmlns:e="http://schemas.microsoft.com/xrm/7.1/Contracts"><e:KeyValuePairOfstringanyType><c:key>accountnumber</c:key><c:valuei:type="f:string"xmlns:f="http://www.w3.org/2001/XMLSchema">ABCDEFG</c:value></e:KeyValuePairOfstringanyType></b:KeyAttributes><b:LogicalName>account</b:LogicalName><b:Namei:nil="true"/><b:RowVersioni:nil="true"/></c:value></b:KeyValuePairOfstringanyType></b:Attributes><b:LogicalName>activityparty</b:LogicalName></b:Entity></b:Entities><b:EntityName>activityparty</b:EntityName></c:value></b:KeyValuePairOfstringanyType>
...

Is it possible to make this connection? To reference a partyList field through a key value instead of the id?

Migration Customization changes from crm 2013 to crm 2016

$
0
0
Hi All,

Could anyone let me what will be the customization changes from crm 2013 to crm 2016 including js,html,plugin and workflows.

Also plugin framework has been changed to 4.5 to 4.5.2 . Is crm 2015 or crm 2016 supports only 'sandox' plugins or it supports 'none' plugin also?

Can anayone give me the customization changes or any other tool that describes the changes in crm 2016 ?

Thanks & Regards,
Vivek Gupta 

Vivek gupta

Email body font style issue in MS CRM 2015 On-Premise

$
0
0

Hi,

In my project end users are accessing CRM 2015 on-premise application in IE 11 using citrix machines.

In their machines while composing in email body when select font style/font size/font color is not reflecting to the text.

This issue happening in Citrix (Voip) machines only.

What could be the reason for this behaviour? Any solution for this scenario. Please advice.


Yadav

CRM 2015 0_1 on premise performance in Internet Explore

$
0
0

Looking for others experiences and what may resolve this. Or even if it really is true and this bad. Example: When clicking on the "New" button for an opportunity it takes on average 9 seconds until I can enter into the form. Chrome and Firefox are both around 3.

I found this thread and have tried a couple of the items without luck. We are researching a couple more.

https://dynamicsofdynamicscrm.com/2015/01/07/useful-to-knowcrm-forms-loading-too-slow-check-out-this-useful-list/

So what is everyone else experiencing?

How to update ribbon diff xml multiple times using code

$
0
0

Hello Team, 

I have to add a button to ribbon using code. As of now only way what I can think of is export a solution & change the customization file with updated ribbon diff & import it back to the CRM or by using database (I don't want to use this option at all). What I want to know is there any blog or link in msdn which tells about the steps. 

How about using power shell would that be a viable solution because, here I want to update the ribbon diff xml file not replace it. 

Thanks in advance.


Viewing all 8223 articles
Browse latest View live


<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>