Hi readers, Solved this issue! Using the Workflow Elements from Kaskela , I managed to (1) create an email and (2) add recipients from query to the TO field. Works like a charm! Thanks for thinking along with me. I surely hope this solution can help others in similar situation. Regards, Jeroen
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Forum Post: RE: Send email to related users
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Forum Post: RE: Error with creating Phone call activity and closing Lead form
Not yet but i will plan it. I must update our 2nd CRM organization first for test compatibility of customizations. It's just confusing for me how can it be a bug if it happends just with some user priviliges - it happends just with some of our security roles.
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Forum Post: Getting Control of an Entity Level List View in Customer Service Hub App
Hi Community, How can I get the control of this Grid? Normally, I was using the following code to get control of the Grid in normal CRM applications. document.getElementById("crmGrid").controls However, in Customer Service Hub, there is no such a thing. Thanks a lot in advance,
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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: CRM reporting Extension - SSRS instance is blank
I have the same Problem. Checked everything twice now but no clue.
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Forum Post: RE: Quote Owner
Hi Solero, Kindly let us know if this is working for some users in the team and not for others as you mentioned some times this was working. See the this link Please mark as verified if it helps...
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Forum Post: Why plug-in Assembly should be strongly typed?
Can some please advise that "Why Plug-in Assembly should be strongly types in MS CRM", I did tried to find out in MS CRM documentation but not able to find the reason in details. Thank you, Bhausaheb Patil
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Forum Post: RE: Use Aggregate function in C# Linq to retrieve data from CRM
Hi Binoyk, Yes, you should be able to use MAX functions in Linq queries. Use the below link LINQPAD to connect to your CRM instance and generate the query as required. LINQPAD for CRM Hope this helps. Please mark this as verified if this helps... Cheers, Mani Deep Y
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Blog Post: EZ Change: let’s do some configuration data migration
It’s not all about solutions, workflows, configuration changes, etc. Sometimes, we just need to move data from one environment to the other before making any configuration changes, and, of course, we need to keep the ID-s.. Can we use SSIS? We can. Can we use SCRIBE? We can. But what if we did not want anything extremely complicated in terms of data conversions, yet we still wanted to move our configuration data and, at the same time, move some of the configuration changes (or, maybe, the whole Dynamics solution) right after that. Easy.. with EZ Change of course. In the previous two posts, we looked at a few other scenarios EZ Change can handle, so I’m just going to add the links here so not to repeat myself: http://www.itaintboring.com/dynamics-crm/automated-deployment-and-dynamics/ http://www.itaintboring.com/dynamics-crm/automated-deployment-adding-a-new-field-and-migrating-field-data/ Let’s just look at how to move the data this time. 1. For the build actions, we need an export data action with the FetchXml to identify the data (contacts in this case) 2. For the import actions, we need an import data action And we don’t want to update the records – we just want to create them and leave them be after that, so let’s also check off “Create Only” checkbox. 3. Build the package 4. And run it into the target environment If you did not see some of the important records before: You will see them right after: Sure there are some questions here such as what happens to the non-existing references? In the exampe above that contact might have some lookups to other data. What happens to the relationships? Etc. Well, in short, if the referenced data is not in the target environment, all those lookups won’t be populated. As for the related entities and/or N:N relationships, they will have to be exported/imported through the additional export/import actions. Which is not a problem since you can package all those into the same EZ Change package.
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Forum Post: RE: Why plug-in Assembly should be strongly typed?
Hello, It's mostly related not to MS CRM but to .Net platform itself - docs.microsoft.com/.../wd40t7ad(v=vs.71)
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Forum Post: An error has occurred during a daily workflow step : System.IO.IOException
Hi , I create a workflow step that run every 11 hours after process-Execution Time , it's work nice but sometime i don't know why , i have error like this in below pic could you please help me to resolve this problem or suggest me another way to do that (i want update some field in form when exchange rate had changed , and with the new value of exchange rate all of calculated field must be change ) this is detail of error Plugin Trace: [Ayco.SetCurrencyForFI.Workflow: Ayco.SetCurrencyForFI.Workflow.SetCurrencyForFI] [Ayco.SetCurrencyForFI.Workflow (1.0.0.0): Ayco.SetCurrencyForFI.Workflow.SetCurrencyForFI] Error Message: System.IO.IOException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #82FB193F Unhandled Exception: Microsoft.Crm.CrmException: System.IO.IOException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #82FB193F at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context) at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)
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Forum Post: RE: Workflow- Send Email with Report
Hi Jean, Microsoft has introduced Word Document Templates, instead of a report you can design and use Word Document as an attachment in an email by using Click2Export add-on and automate your process. You can download the solution from here . You can refer the user manual and installation guide from here . Thanks!
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Forum Post: RE: Automatically send reports to email weekly
Hi Shafter, Microsoft has introduced Word Document Templates, instead of a report you can design and use Word Document as an attachment in an email by using Click2Export add-on and automate your process. You can download the solution from here . You can refer the user manual and installation guide from here . Thanks!
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Forum Post: RE: Audit Log Report
Hi Akhil, can you share how did you make it? Thanks!
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Blog Post: A Weird Little Option set Error in Canvas Apps
The other day I was getting this weird little error when building a canvas app. Basically, all of my CDS Optionsets just randomly stopped working. I hadn’t actually realised that I had left the “Experimental Connector” setting on while testing out the lookups. I think there must have been some sort of update. Pop into File | App Settings | Advanced Settings and turn of that little toggle. I hope this helps someone out because I had a mild panic
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Blog Post: My Quest to Dynamics 365 Saturday Stockholm
Recently I attended the Dynamics 365 Saturday event in Stockholm and I have to say, what an excellent event. I have never been to Stockholm, so I was already massively excited about this. I also got to meet a load of new people for the first time which was AMAZING! These events are so important for the community because they are often the only opportunities some of the community members really have to interact with other customers, partners ISVs and Microsoft employees. I love running into people that have encountered the same issues as I have, that way I know I’m not going bonkers and we can work on a solution together. The crowd was great! There were many enthusiastic people in the audience who were really getting involved in the sessions, looking for information and really testing all of the speakers knowledge. You can find the list of sessions and speakers HERE . I big reason I really enjoyed this event was the different layers and levels of content being shared across the sessions. The sessions were split into three tracks, these being: Applications (Dynamics 365 CE), Dev (Dynamics 365 CE) and Business & Project Management. This gave participants the opportunity to stick to a single, themed, track or weave between tracks. This is pretty much how my experience went. I went to at least 1 session from each track. I wanted to get a flavour for everything. I also got to see some wizardry from folks like Julie Yack , Gus Gonzalez , Nick Doelman and Gustaf Westerlund . Other presenters and panellists included Sara Lagerquist , Jonas Rapp , Fredrik Niederud , Katherine Hogseth , Mark Smith and Antti Pajunen . Each delivering some amazing content based on their experiences with Dynamics 365 and Power Platform. There was a plethora of information and content being shared between speakers and passionate attendees. Everything from Microsoft Portals and Social Engagement to developing your own XrmToolBox tools (Careful with the spelling here….HAHA) was being talked about. I personally got involved in a number of Power Platform conversations, which suited me just fine because that’s kinda what I’m doing at the moment. I had the pleasure of running 2 sessions. One in the Application track and one in the Dev track (I am no developer… Don’t judge me). The 2 sessions were: Power Platform – How it all fits together ( Download Here ) Building your first Canvas App with CDS, and Azure ( Download Here ) Apparently people don’t like the first 2 rows.. great crowd though! Thanks to everyone that attended. Try work out what Mark is doing in the background there! HAHA! The first presentation focused on the different elements of the Power Platform and the way it all works together. Many Dynamics 365 users often worry a bit about this because it seems so large and complicated, but it really isn’t once you have wrapped your head around the different technologies. To highlight the way the different elements of the technology worked together I included a Roadside Assist demonstration that was created during the PowerApps & CDS Hackathon Those Dynamics Guys and Hitachi Solutions Europe hosted together. My second presentation consisted some of the “Do’s and Don’ts” around building your first Canvas App with your customer. I followed the presentation with the following: Adding several fields to a custom entity in the Common Data Service (CDS) Importing some data Creating a new canvas app Connecting the Canvas app to the CDS Adding in the Azure translation service to the app Publishing the app The actual canvas app I created with the little model driven app solution, including data is available HERE . The below pic gives of the impression that I am about to start having a conversation with my own hand, like an invisible Muppet. May be a great trick for my next demo One of the BEST sessions that I have been in was the "CAGE MATCH" moderated by the one and only Julie Yack , This was EPIC fun! We were split into teams of 5 and given problems by the audience to resolve. It was a little daunting being in the presence of some of these long time MVPs, BUT, THE SHOW MUST GO ON, so we got stuck right in. Unfortunately, the team I was in didn't take the win :( Its cool, I am preparing my battle cards for the next one! All in All, it was a fantastic event and a great opportunity to network with this amazing Dynamics and power Platform community that we all have grown to know and learn from. A MASSIVE thank you to the sponsors of the event! Also, a big thanks to all of the folks that hung out after the event and enjoyed several beverages with me. Was a great time and I’d love to do it again J Here are some more delightful images from the day :) My camera skills aren't great so i had to grab a few from social. Thanks to those that grabbed pics in my session! I hope that this encourages more people to attend these events because I genuinely gain so much from being there.
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Blog Post: 7 Amazing ways Click2Clone within Dynamics 365 CRM helps you build a powerful market presence
The productivity of an organization depends prominently on the efficiency of its employees. They form a crucial part of the business process by handling customer data and delivering services. For the employees to act promptly, they need to put lesser manual effort in data entry and find methods to handle their repetitive tasks effectively and efficiently. This aligns the business closely with its objectives. Inogic suite of Dynamics 365 CRM Productivity pack includes one such app which enables Dynamics CRM users to avail the benefits of copying/cloning records in just 1 Click. Yes, say bye to extra manual effort while dealing with duplicate data! Click2Clone is a productivity tool developed for Microsoft Dynamics 365 Customer Engagement. It not just facilitates cloning, but takes cloning to a whole new level. Let’s see how: Easy to access and implement: Click2Clone allows cloning multiple Dynamics 365 records in just one click. It is easy to configure and can select fields that are to be carried over while cloning. It also enables users to clone relationships. This feature can be configured at the time of creating templates for entities and their hierarchies. Click2Clone copies/clones CRM records of both OOB and custom entities. Automates cloning using Workflows in Dynamic CRM: For large data, cloning may become tedious by iterating the same process in batches. It exhausts time and effort. To counteract this we use workflow. Workflow is an automated method with a set of customized steps that clones bulk of data upon initiation in Dynamic 365. This leverages the productivity and makes data cloning even simpler within Dynamics CRM by optimizing the process. Can transmit records forward with 1:N or N:N relationships: Click2Clone takes forward the entity relationships while cloning. This feature works for hierarchies and clones child records simultaneously. It saves effort which can be used for other priority tasks. This is a simple process but with multiple functionalities. To dig deeper click here! Works on various deployment models: This solution supports various deployment models viz. On-Premise, Online and Partner Hosted. Copying bulk volume of repetitive data on Dynamic CRM has now become effortless with Click2Clone – cloning duplicate data within Dynamic 365 CRM. It is easy to configure and even simpler to access. Caters to the accuracy norms: As Click2Clone is an automated productivity tool for Microsoft Dynamics 365 Customer Engagement, it leaves no room for error. There is no redundant data that measures the productivity down. The consistency of cloned records in Dynamics CRM/365 allows organizations to provide consistent and dependable processes to customers thereby maintaining a competitive advantage. Enhances the business by increased ROI: It reduces the manual effort considerably thereby augmenting the result. One can clone 100s of records in one click by using this solution. This leads to better outcome and elevates the entire business process. This enables users to waste no time in data entry and utilize it in maintaining customer relationship thus increasing the ROI. Time, effort and cost-effective: Our Dynamics 365 add-on Click2Clone is time and cost effective. It saves unnecessary effort and costs and becomes a strategic enabler of business control and agility. This enables cloning entities like Invoice, Quote, Order, Opportunity, Lead, Account, Contact, etc., thus boosting the business process within Dynamics 365. These were few pointers that defined how Click2Clone makes day-to-day task of cloning duplicate data easier. Experience it – Try it for free for Dynamics CRM 2013 and above. It works for all deployment models viz. On-Premises, Online, and Partner-hosted. For free trial click here ! In our next post we will cover one more of our Productivity App Click2Export which allows you to export your reports in just one click. We have given more power to Click2Export users by allowing them to create CRM Word Template and execute Workflow to automate the process. Stay tuned!
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Forum Post: Can't modify field in a business process
I have 2 identical fields on my entity (they never show up both in a same time). But I can't update 1 of them in my business process. I can modify it when creating or updating record but can't do it in workflow. I disabled "read only" mode of the controller, disabled security role and onload script but still this field is unreachable for me. Another one identical field can be modified. This trouble appears both in Dynamics 2011 and 365 and I don't know what to do.
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Forum Post: RE: Creating records in sub grid with logged in user name when record is saved
Thanks Gowtham.
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Forum Post: How to create 1000 contact records using plugin?
Hi everyone, can anyone help me to create 1000 contact records using plugin. Thanks, Bharath
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