Quantcast
Viewing all 8223 articles
Browse latest View live

CRM 2011 Dialog Step Send Email - Create New Email - Dynamic Values in Email Body not returning any values

Hi,

I have a Phone Call that I set up a Dialog to run.  One of the steps is to create an email.  The email body contains the following dynamic fields:

Image may be NSFW.
Clik here to view.

In the body, the First Name is NOT displaying and the full name are not displaying.

What am I doing wrong?

Envrionment:  CRM 2011 On Line.

Thanks in advance


If a bundle is selected as an existing product, you can't change it to another value.

Hi

I am trying to update a custom field on a salesorderdetail record for bundle product for when order product is created or on update (bundle product not bundle items!)

Condition:

postImageEntity.GetAttributeValue<OptionSetValue>("producttypecode").Value == 2

{

//code

}


Same code works for producttypecode = 1

I don't touch the product bundle items which are read only, why this error ???

And should I do ? 

Filter ServiceAppointment (Activity) by Customers

Hi Everyone,

I have a problem with ServiceAppointment filtration. I have a list of Service Appointments belong to many accounts. When I created ServiceAppointment I used following code 

		 var newServiceAppointment = new ServiceAppointment
                {
                    ServiceId = new   EntityReference(CRMHelper.Service.EntityLogicalName, new Guid(serviceId)),
                    Location = branchTitle,
                    Resources = new ActivityParty[] { equipmentPartyResource },

                    ScheduledStart = Convert.ToDateTime(startTime),
                    ScheduledEnd = Convert.ToDateTime(endTime),
                    ScheduledDurationMinutes = scheduledDurationMinutes,

                    Customers = new ActivityParty[] { accountPartyResource }
                };


where accountPartyResource and equipmentPartyResource defined as following

var equipmentPartyResource = new ActivityParty
{
  PartyId = new EntityReference(Equipment.EntityLogicalName, new   Guid(serviceEquipment.equipmentId))
};

var accountPartyResource = new ActivityParty
{
  PartyId = new EntityReference(Account.EntityLogicalName, serviceAccount.Id)
};

Now the problem is, I need to get all service activities belong to specific account or specific equipment.

I tried following
FilterExpressions at QueryExpresion

 QueryExpression targetServiceAppointmentQuery = new QueryExpression
                {
                    EntityName = ServiceAppointment.EntityLogicalName,
                    ColumnSet = new ColumnSet("activityid","subject","serviceid","location","scheduledstart","scheduledend","customers","statecode","statuscode"),

                    Criteria = new FilterExpression()
                    {
                        FilterOperator = LogicalOperator.And,
                        Conditions =
                        {
                            new ConditionExpression
                            {
                                AttributeName = "customers",
                                Operator = ConditionOperator.Equal,
                                Values = { new string[] { serviceAccount.AccountId.ToString() } }
                            }
                        }
                    }
                };

Also I tired following formats
 Criteria = new FilterExpression()
                    {
                        FilterOperator = LogicalOperator.And,
                        Conditions =
                        {
                            new ConditionExpression
                            {
                                AttributeName = "customers",
                                Operator = ConditionOperator.Equal,
                                Values = { new ActivityParty[] { accountPartyResource } }
                            }
                        }
                    }


//==========================

 Conditions =
                        {
                            new ConditionExpression
                            {
                                AttributeName = "customers",
                                Operator = ConditionOperator.Equal,
                                Values = {serviceAccount}
                            }
}

//=========================

 Conditions =
                        {
                            new ConditionExpression
                            {
                                AttributeName = "customers",
                                Operator = ConditionOperator.Equal,
                                Values = {accountPartyResource}
                            }

For all conditions I got following Error

		The formatter threw an exception while trying to deserialize the message:
		There was an error while trying to deserialize parameterschemas.microsoft.com/.../Services:query.
		The InnerException message was 'Error in line 1 position 1147.
		Element 'schemas.microsoft.com/.../Arrays:anyType'
		contains data from a type that maps to the name
		'schemas.microsoft.com/.../Contracts:Entity'.
		The deserializer has no knowledge of any type that maps to this name.
		Consider changing the implementation of the ResolveName method on your
		DataContractResolver to return a non-null value for name 'Entity' and namespace
		'schemas.microsoft.com/.../Contracts'.'.  Please see InnerException for more details.

What I have to do?

Thanks in advance.

Wa'el Mohsen

SLA Success Actions

I have created an SLA that sends an email(failure action) after 1 day if a field does not contain data, and if that field contains a data it should update a date time field(Success action) with the current time.

The problem is that when that field updated with any value the workflow of the SLA is canceled and the success action is not applied. How can I force it to apply the success action.


Creating Service Appointment With conflicts handling

Hi everyone,
I have a critical problem with service activity (appointment). How can I check if resource (Equipment) is free before I can create new service appointment. With my current code, system goes for creation of service appointments regardless of Equipment is busy or free.

var newServiceAppointment = new ServiceAppointment
{
ServiceId = new EntityReference(CRMHelper.Service.EntityLogicalName, new Guid(serviceId)),
Location = branchTitle,
Resources = new ActivityParty[] { equipmentPartyResource },
ScheduledStart = Convert.ToDateTime(startTime),
ScheduledEnd = Convert.ToDateTime(endTime),
ScheduledDurationMinutes = scheduledDurationMinutes,
Customers = new ActivityParty[] { accountPartyResource }
};

I tried to search many topics but I didn't found how to handle this problem. Have any one faced this problem before.

Thanks in advance.


Wa'el Mohsen

Rename Opportunity Close

I have renamed Opportunity to Enquiry. When we close Enquiry as Won or lost  , can I change the name as Enquiry Close instead of Opportunity Close.

State code is invalid or state code is valid but status code is invalid for a specified state code

Hi,

I have a similar issue. After I migrated to CRM 2016 from 2015, when trying to deactivate a custom entity record, I get the below error.

State code or status code is invalid.

State code is invalid or state code is valid but status code is invalid for a specified state code.

1 is not a valid status code for state code progres_rsdreviewState. Inactive on progres_rsdreview with Id 22a3112d-91b6-e411-b429-005056817afb.

I tried checking the state and status code are in sync in CRM 2015 and 2016. But it works fine in the previous version but not in the later.

I am unable to figure out the problem.

Any help would be greatly appreciated.

Regards,

Ganesh A

CRM 2016 Data Import - Limitations ?

Hi All,
We have a requirement to Import bulk data(more than 1 million) in CRM 2016, Need clarifications on the 

below mentioned questions

1) WHAT ARE THE LIMITATIONS(SIZE(other than 32MB file) /NUMBER OF RECORDS) for DATA IMPORT IN CRM 2016?

2) We have created a custom Application to import data in CRM from Excel sheet. How long it will take to 

import 1 Million records in CRM 2016. (Note:1 Million Records with 50 fields(Columns)) ?

3) Is it possible to import 1 Million records (Excel to CRM) in CRM 2016 using CRM OOB data import 

wizaard funtionality ?

4)  Is there any limitation for Data import using custom application (Dot net application)?

[CRM 2015] Sharing records between different business units

Hi,

We have the following business unit setup:

BU A - root Business Unit

BU B, C - child Business Units to BU A at the same level

We want to share all records of an entity type (i.e. Account) between business units B and C, is there a way to do this without using Teams?

Can this be done strictly through using security roles?

Thanks.

Print & Send to Excel Force Dialogue

We have a couple of pages in our CRM that behave in different ways when we Print & Send. One opens up the data directly into Excel and the other gives us an Export File dialog with option to Open, Save or Cancel. Because not all of our users have an E3 office license, those who are accessing the CRM through terminal services cannot use Excel there and thus need to be able to save the data to open on their own machines. If we uninstall Excel altogether the option to export goes away completely.

Our developers tell us that there is nothing they can do about this as it depends on the Page Type - one is a List Page (that gives the dialog) and one is a Document Page (that does not) - is there anything we can do about this at all?

convert personal dashboard to system dashboard


Hello - I've created a dashboard with some default webparts. I think the components used to be called webparts in SharePoint, what are they called in CRM?

Anyway, the dashboard I've created is only visible to me and not to any other users.  I think CRM describes this as a "personal dashboard" as opposed to a "system dashboard."

So how can I convert a personal dashboard that is only viewable by me into a system dashboard that is viewable by everyone? Also, is there a way for me to set a particular dashboard as the default dashboard displayed to users?

Inactive Contact can be found using Advanced Find but is missing in View

I have a couple of DEACTIVATED contacts that I can see by using just the Last Name in an Advanced Find Query. But I cannot see them in the Inactive Contacts view. The records open as Inactive. Why am I not seeing these records in the view?

Retrieve all security roles of user

Hello,

I would like to retrieve all security roles names of a specific user.
I want to use generic Entity object (like Entity('account').

Thank you in advance.
Regards,
Kevin

retrieve all fields in form

Hi eb

I just discovered forms xml can be found in CRM dynamic replication SystemFormBase table.

I need now to traverse this XML and extract from it all field names that it includes.

This is a general XML task but surely guys here had to dill with already...

References to relevant code example would be greatly appreciated!

TIA!

Rea

Trying to mass update records in subgrid

I'm using Dynamics on premise 2016 and one field in my associated products for an order was originally set as a number field, however now it needs to change to a text field. I've added a new text field and was hoping to export the list out (which worked fine) and reimport the changes when I copy/paste the old data into the new field. Problem is, there's no import feature when looking at the Associated Products sub grid. Any hints to make this work, or instead, anyway to change the field from a number value to a text value? Either way is fine with me.


CRM 2015 To get the Caller Origin in Plugin

Hi,

I have a plugin where i am checking the depth property 

    if(depth > 1)

     return;

since i do not want this plugin to get fired from any other plugin, However i have custom workflow through which i need to call this plugin, but because i have checked the depth property, it does not run (since the depth is 2 in this case)

i also tried the below code to find who triggered the plugin -

context.ParentContext.GetType().ToString()

However the parent context is same when fired through workflow or plugin  - "Microsoft.Crm.Sandbox.SandboxPluginExecutionContext"

Any help would be appreciated

Thanks


Dynamics CRM SDK : Unsecured fault in the long run

I have a job written in C# that uses the Dynamics SDK 2016 to feed quite a lot of data into an on-premise Dynamics CRM. It's basically allOrgProxy.Create()'s and Associate's and some queries, using the same OrganizationServiceProxy instance all the way. At first everything goes fine, but after an hour or so, every command I send fails with

an unsecured or incorrectly secured fault was received from the other party

Then if I stop and re-run the program immediately, it does the same thing all over again - work perfectly during the first hour but reject it all after.

I enabled the logs on the Dynamics server but they contain nothing relevant to that problem. I tried to delete or renameLiveDevice.xml as suggested in many places, but the file is nowhere to be found on my machine. Also looked at various CRM settings in IIS, Deployment Manager and the Dynamics interface proper - none seems to point to a specific timeout period or max connection time that would match my problem.

Has anyone experienced this or even have the vaguest idea why Dynamics would start complaining only after X amount of time ? All similar problems I have read about so far seem to fail right from the start.

CRM changes field name when using new 2016 web api

Hi,

I'm trying to use Web api to get list of entities, and found strange behavior of CRM.

I have entity - "my_entity" and it has field called the same name "my_entity"

When i try to use this url: ../api/data/v8.1/my_entities?$filter=my_entity eq 0

CRM says that there isn't field with name "my_entity", when i tried to select without filter.. i found that field name is changed in this response and it becomes "my_entity1"..

If i try to use this url: ./api/data/v8.1/my_entities?$filter=Microsoft.Dynamics.CRM.Between(PropertyName=%27my_entity%27,PropertyValues=["0","0"])

it works!.. But it looks strange to use these api calls in my simple case..

So why CRM changed field name? And Can i use for example entityName + '1' every time when i want to get fields with name the same as entity name? Or in some cases CRM can add for example '2'...

How to compare two Date fields in CRM Workflows

Hi,

I want to compare two date fields (Only date) in CRM OOB workflow. Is it possible?

If not how to achieve this in custom workflow activity?

I want to compare two date fields and return true/false.

If anybody have sample code for this scenario it will be really great.

 


Yadav

How to update option set values in Cancelled state through plugin

Hi All,

In service activity entity cancelled state i added 2 option set values A, B. I created one option set on the form Test type, values are A,B.

when i am clicking cancelled button on ribbon bar window is displayed completed , cancelled like.. i am selecting cancelled state option value  A,  same value will update on form Test type option value A.

i tried plugin SetState and SetStateDynamicEntity messages. it's not working

Please Help me any one. 


Viewing all 8223 articles
Browse latest View live


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