Hello All, recently we loaded almost 600k records using ssis package,which has couple of date fields. most of my records displaying 1 day behind the actual date. all those records source date field data format is "2018-10-19 00:00:00.000". Any help would be appreciated. Thank You.
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Forum Post: Date Field displaying wrong date [ one day behind the actual date]
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Forum Post: CRM 2016 tracked emails, error message when the from field is resolved to a contact in CRM
In CRM 2016 tracked emails, when the from field is resolved to a contact in CRM, then trying to set the regarding field causing "LOOKUP CONTROL ERROR: Cannot add item of typename= to the lookup control” error message. But if the from field is a user in CRM , the script is working fine without any issues. Anybody noticed such an issue in CRM 2016? Thanks
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Forum Post: Error When Importing a Solution 80071153
I'm trying to import my default solution into a new install on a new instance. I can export the solution fine with no errors, but when I import the following error message appears. The file provided was not uploaded. Click the back button, select the solution file, and try again. If the problem persists, contact your system administrator. Client Solutions Exception 80071153 Server Version 9.1.0.638 oid 6783ceb3-1d44-4b4f-9d5b-60318f713f96 Deployment Environment online There's no detail as to the reason for the failure, other than the error code, which is not described on the MS published documentation. I hope someone can help as this is very frustrating.
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Forum Post: RE: InvalidPluginExecutionException custom messages are not displayed on Business Process Error pop-up
FYI our environments were upgraded to 9.1.0.641 overnight and error messages have returned.
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Forum Post: RE: Date Field displaying wrong date [ one day behind the actual date]
Hello, If field is marked as "User Local" it stores datetime in UTC - docs.microsoft.com/.../behavior-format-date-time-attribute To fix it you will have to reimport data with required shift of datetime field.
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Forum Post: RE: on click of reply, reply all and forward in email message, need to update the description with some content.
I tried using timeout too, but it is working intermittently. If i debug and check step by step it is updating the description, but other times it didnt. :(
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Forum Post: Create a Simple form without Header and Footer
Hello, I want to create a verry simple Form without the footer and header Just like the quick view form, but I want it to be a Editable, The main objectif , I want to display the form (7 fields) in a Pop up window, that's why I ant it to be verry simple without header and footer, The last option I have is to add A web ressource with the fields, but I want to see if their is another way, Anyone can help me with this ? Thank you Regards
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Forum Post: RE: Error with creating Phone call activity and closing Lead form
Hi - have you tried upgrading your CRM Organizations to the latest build? If yes and issue still reproduces on vanilla - reach out to MS directly
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Blog Post: Tip #1194: When the App for Outlook shows a random dashboard
You provision the Dynamics 365 v9 App for Outlook and click the Dynamics 365 button in Outlook, but what you see is a random dashboard from Dynamics 365, not the Outlook App pane with the set regarding options. The thing you need to know is that the Outlook app pane is a dashboard in Dynamics 365 v9, and like all dashboards, it can be security role enabled. If a system administrator mistakenly selects that App for Outlook dashboard in Customization and removes associated roles, the App for Outlook will not work correctly–users will see their default Dynamics 365 dashboard, not the App for Outlook. If this happens to you, navigate to Settings->Customization->Customize The System. Click the Dashboard node, then select App for Outlook dashboard. Click the “Enable Security Roles” button. Enable the dashboard for everyone. Save and publish customization, now users App for Outlook should display correctly. ( Facebook and Twitter cover photo by Carson Arias on Unsplash )
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Blog Post: Filter PartyList Field based on other lookup field that supports on UCI Dynamics 365 v9.x
Introduction: Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form. As shown in below image, when we click on party list field, by default it shows data of many entities (i.e. Account, Contact, and User etc.) Our client requirement is to filter PartyList field “Required Attendees” and show only Contact based on Account selected in “Regarding” field and that should be supported in UCI. To achieve this we have developed JavaScript, which apply addPreSearch to PartyList field “Required Attendees”. Here we used “ addCustomFilter” function to apply custom condition and “ setEntityTypes ” function to set entity of contact type. For reference please find JavaScript code as below: function filterRequiredAttendees() { var functionName = "filterRequiredAttendees: "; try { // Get requiredattendees var regardingObject = Xrm.Page.getAttribute("regardingobjectid"); // Validate regarding field if (!isValid(regardingObject)) { return; } // Validate value of regardingObject if (regardingObject.getValue() == null) { return; } // Get requiredattendees control var requiredAttendeesControl = Xrm.Page.getControl("requiredattendees"); // Validate requiredattendees field if (isValid(requiredAttendeesControl)) { // Add PreSearch requiredAttendeesControl.addPreSearch(filterContactByAccount); // Check if multiple type dropdowns enabled for this lookup if (requiredAttendeesControl.getEntityTypes().length >= 1) { // Set entity type to contact requiredAttendeesControl.setEntityTypes(['contact']); } } } catch (e) { throwError(e, functionName); } } function filterContactByAccount() { var functionName = "filterContactByAccount: "; try { var regardingObjectValue = Xrm.Page.getAttribute("regardingobjectid").getValue(); // Validate Regarding has a value if (regardingObjectValue != null) { // Get Account GUID var regardingID = regardingObjectValue[0].id; var filterCondition = " " + " " + " "; Xrm.Page.getControl("requiredattendees").addCustomFilter(filterCondition, "contact"); } } catch (e) { throwError(e, functionName); } } Add this scripts as web resources, add these libraries to the activity entity form, then we have to set the Form Properties, set “filterRequiredAttendees” function “OnLoad” of the form, and “OnChange” of the “Regarding” field. Deploy and publish the changes. Refresh (Ctr+F5) the activity entity form and we are good to filter partylist field. Now PartyList field “Required Attendees”, shows only Contact based on Account selected in “Regarding” field. Conclusion : Using the “ addPreSearch”, “ addCustomFilter”, and “ setEntityTypes ” functions we can filter PartyList fields that supports on UCI too. Dynamics 365 for Customer Engagement apps version 9.x provided the following client APIs, which are not available in the previous versions. 1. getEntityTypes – Gets the types of entities allowed in the lookup control Syntax: formContext.getControl(arg).getEntityTypes(); 2. setEntityTypes – Sets the types of entities allowed in the lookup control. Syntax: formContext.getControl(arg).setEntityTypes([entityLogicalNames]);
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Forum Post: RE: Changing the Profile page template of a Dynamics portal to web template instead of Rewrite
Hi, Thanks for your reply and suggestion. I was not able to bind a different page to the profile page, I have managed to work around it though by creating a different link called profile which links to the account form instead. Thanks!
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Blog Post: Xrm.Page is deprecated with Version 9.0. How do I get the Clienturl and form data in Ribbon Actions?
Simple isn’t it? After all it was so easy All I needed to write to get the ClientUrl var clientUrl = Xrm.Page.context.getClientUrl(); And to get value of the field on the form var fieldValue = Xrm.Page.getAttribute(“ ”).getValue() So what’s the fuss? Well, if your CRM version is 8.2 and below, no worries. It it perfect. However with version 9.0 and above, the Xrm.Page has been deprecated. So it means you can use them no longer. So how do I get the Client Url? The below code does it for you. var globalContext = Xrm.Utility.getGlobalContext(); var clientUrl = globalContext.getClientUrl(); And how about getting the value of a field on the form? With version 9.0 and above, you should try to access the form data using the formContext. But again the problem is, to get the formContext, you need to use ExecutionContext. So the next question lies on how to pass executionContext parameter to your Ribbon actions. For that you need to pass the CrmParameter – Primary control to your ribbon action. Below is the code to get the data using formContext. function ribbonHandler(e) { var formContext = e.getFormContext(); var recordId = formContext.data.entity.getId(); var fieldValue = formContext.getAttribute(" ").getValue(); } Just another day as a consultant and I hope this blog just adds a grain to your CRM knowledge heap. Debajit Dutta (Dynamics MVP) For consultation/ corporate training visit http://www.xrmforyou.com or reach out to us at info@xrmforyou.com
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Forum Post: RE: Validate phone number JS
and if i want a validation of a number that starts with : 04 or 05 i tried /^(?:04|05)(?=\d{10}$)\d+/ but its not working
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Forum Post: RE: How to Link two newly created records
Hi Ravi, Thanks for the information on this, I am quite new to portals and your answers have been very helpful! I am only able to get the above steps working when I create my record fist, then use the Set Entity Reference on Save step on Edit. It does not work when the step is Insert. Do you know why this is? I think Gareth had the same issue. Step 1: create record Step 2: Insert 2nd record type with lookup empty Step 3: Set entity reference type on save and use the entity reference source from step 1 to populate lookup This works but I need it to work on the Insert step Thanks, Davina
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Forum Post: RE: Have to Register plugins steps every time when deploy solution in new Instance
I didn't know about it but you have told me and it is working..Thanks
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Forum Post: Business process flow fields on opportunity reordering
Hi I currently have 7 fields under one of my opportunity stages that sit in three columns, 3 fields in the first, 3 in the second, and then one in the last. As soon as I put a value in the first field, the columns reduce to 2 and the fields reorder themselves, so they are not in the correct order as defined on the process flow. Does anyone know why this would be happening? And also how to prevent it from happening? If they are not in the right order it will be confusing for the team using this form. Thanks
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Forum Post: RE: Validate phone number JS
I just find It!thanks
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Forum Post: How to create power-bi individual reports for users?
I want to integrate power-bi with my dynamic crm online. And want to create individual reports for each user. Is it possible and how?
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Forum Post: RE: How to Link two newly created records
Ah, Actually I have tested again and it does work but it doesn't populate the field when the form loads but as it says it does on Save! :) Is it possible to populate more than one lookup field from previous steps with this option? Thanks
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Forum Post: RE: Error When Importing a Solution 80071153
Thanks everyone for the advice, I'm making some progress now, but the file I wish to import at 12mb times out on the Toolbox Plug In. I get a 2 minute time out error code The request channel timed out while waiting for a reply after 00:01:59.9528083. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation may have been a portion of a longer timeout. I don't know where I would go to increase the timeout value. Any help would be appreaciated
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