Hi all, Thanks for your responses. Actually i figured out after i got the tip after going through this tip As per the tip above, In the 2015 CRM Mobile App version, the lookup filter in mobile works on the primary field i.e name field of the entity. But In the latest 9.1, its changed it works for all the fields. so my filter condition was ' + ' and it works well in the CRM Mobile App in Online mode. but when i was going offline, the above filter was not applied to lookup. So i used by senses after reading the tip above and applied filter on primary field i.e name field and it worked absolutely fantastic. So take from this is, In the offline mode, the Filter Condition should be on the primary field of the entity. and it preSearch filter will not work if the filter is other than primary field in offline mode.
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Forum Post: RE: CRM Mobile offline - AddCustomerFilter to lookup doesnot work in offline mode
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Forum Post: RE: How to use the feature "Display Label on the Dashboard"?
Thanks for sharing mate, it works.
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Forum Post: RE: Business Process Flow - Workflow on stage exit - only run when progressing forward
Hi, You can use traverse path of BPF to validate movement of BPF stages. 1) store traverse path of record or 2) write and call a custom action on top of your workflow to validate traverse path. Regards, Ketan
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Forum Post: RE: Can I create a redirect page within Dynamics 365 (v8) on prem using a non-Guid value?
Hi Sam, Yes it is possible refer following blog. community.dynamics.com/.../open-dynamics-crm-form-using-alternative-key Make sure Account number is an alternate key. Regards, Ketan
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Forum Post: RE: Create record of custom entity through web api
This post, after more than 3 years, saved my life! Thanks Sam
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Blog Post: MB-200: Microsoft Dynamics 365 Customer Engagement Core – Rollup Fields
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around rollup fields. You can see below that we have a section of the exam which covers managing entities and data. Within this section needing to know how to create and modify fields is referenced. Whilst this statement doesn’t explicitly reference rollup fields I think it should be a good guess that we don’t need to just know about simple fields! When I reviewed calculated fields I showed how they could take data from the current entity or its parent. This is very useful but often you will have a requirement to work with information from child records. Imagine you have an entity called “Policy” and that is linked to an account. Each account could have multiple policies. It might be that you need to calculate the total value of all the policies for the account. To do that we’d need a rollup field. As an example I have created a policy entity, given each policy a value and added that to my account. So on an account I can see the policies and their individual values. Below you can see that I have added a policies sub-grid to my account form. Tip: You actually creating a similar example as part of your revision will be a very valuable exercise! (For example, In my revision I used the new form design in make.powerapps.com to create my changes and learnt quite a bit along the way!) Next on my account I created a new currency field that will hold the total policy value. Notice that I have set the field type to “Rollup”. Having clicked Add you may get a message similar to the one below., This is because the field needs to be saved before you can add the rollup logic. The details for rollup field looked like this …. Notice that I have selected my policies entity as the related entity. I then said I want a sum of policy value. (Other options available to me are count , max, min and average .) This is important to remember as rollup fields typically work with numeric values. Whereas we saw that calculated values could also work with strings. (The exception to this rule is dates as you can perform some date functions using rollup fields, as we will see later in this post!) In my simple example I left the optional filter section blank. But this can be used to filter record. For example: If some policy values were annual and some were monthly I could decide which to rollup into a monthly total and which into an annual total. Also commonly in the filtering you might want to only include “active” records. As I might not want to include cancelled or expired policies which would be inactive records. Tip: Notice the yellow warning which mentions the mass calculate system job. Once I have saved my new field I can add it to the form. Creating this one field actually created four fields. Two fields are used to hold the policy value. “Total Policy Value” and “Total Policy Value (Base)” this was because I created a currency data type. All currency fields hold a value in the base and local currency. Although it is often true that these values contain the same value. (When the base currency and local currency are the same!) It also created last updated on and state fields. These fields are needed as rollup values are not updated real-time, meaning that in some circumstances you will want to know when they were last refreshed. And if it was successful. Having saved and published my change when I first opened my form it looked like this; Notice the fields were initially blank. But clicking the refresh icon (aka calculator icon) forces a refresh and the total changed to reflect the values shown below. Note: If I had waited for 12 hours the fields would have been refreshed with me manually selecting refresh. Note: There are some limited capabilities with rollup dates. For example you could find the earliest or latest date from a child entity. (Using max / min functions) To illustrate this I have shown a max date on the screen below. When you create a new rollup field a process will run to roll them up 12 hours after the field is created. After that a system job will be fire every hour to keep them up-to-date. Calculation of a rollup Field is a recurring job. The administrator can change the timing and frequency of the recurring jobs used to rollup fields. To change the recurrence of a rollup the administrator needs to find the system job for the calculation, opens it and selects the option to modify the reoccurrence. Below you can see that I have opened systems jobs, changed the view to give me all rollup field calculation jobs. I then use the actions menu to display and edit the recurrence. Note: Rollup fields are not available on many to many (N:N) relationships. Note: Calculated fields cannot be include in the rollup calculation. The rollup field has a status; this is general not required but is useful if you get unexpected results. The possible values of the status field are shown below. Status Description 0 => NotCalculated The field value is yet to be calculated. 1 => Calculated The field value has been calculated per the last update time in _date field. 2 => OverflowError The field value calculation resulted in overflow error. 3 => OtherError The field value calculation failed due to an internal error. The following run of the calculation job will likely fix it. 4 => RetryLimitExceeded The field value calculation failed because the maximum number of retry attempts to calculate the value was exceeded due to high number of concurrency and locking conflicts. 5 => HierarchicalRecursionLimitReached The field value calculation failed because the maximum hierarchy depth limit for the calculation was reached. 6 => LoopDetected The field value calculation failed because a recursive loop was detected in the hierarchy of the record. Some considerations to be aware of are listed below; When you manually refresh a field the maximum number of records considered for rollup is 50,000. If you exceed this when rolling up manually an error will be given. However this limit does not apply when the automated system job is used to calculated the rollup value. You can define a maximum of 100 rollup fields for the entire organization. You can define a maximum of 10 rollup fields per entity. A workflow wait condition cannot use a rollup field. You cannot rollup a rollup field. A rollup cannot reference a calculated field that references another calculated field. The rollup can only apply filters to the source entity or related entities simple fields or non-complex calculated fields. Rollup fields do not support many to many (N:N) relationships. Business rules and workflows always use the last calculated value of the rollup field. The rollup happens under the system user context. Meaning all users see the same rollup field value, regardless of security roll. If the precision of the aggregated field is greater than the precision of the rollup field, the aggregated field precision is rounded down to the precision of the rollup field, before the aggregation is performed. Rollup field aggregation uses only direct relationships explicitly defined in the rollup field definition, no other relationships are considered. I hope this post has fully explained rollup fields and covered all of the points you need to learn for the MB 200 exam.
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Forum Post: FormContext.data.process.getActiveProcess() returns null in unified interface
Hi all I have some JS that is working fine in the regular CRM ui. its getting the current business process flow via FormContext.data.process.getActiveProcess() it always returns null when viewing the same form via the unified interface (sales hub) I have tried Xrm.Page.data.process.getActiveProcess() with the same issue. Does anyone know of any reason for this? Regards Nick
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Forum Post: PDF attachment sent email workflow
we have one module cheque collection when sales person receive cheque he attached copy of cheque in the system and we have to create one workflow which will send that template automatically to customer and finance team. the problem is every time sales will attached different PDF file in record so how will workflow trigger for same can anybody pls help . I have also email template option but its not work .
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Forum Post: integrating table from microsoft crm 365 to navision
Hello Everyone, I need a help for integrating with Microsoft crm to navision... i have account table(entity) i want whenever i create(Save) any account in Microsoft crm then it should integrate to navision(Saem time it should save to navision table.. please any idea for step by step will be appreciated ...i need it for my project .. please help me as much easy steps to follow so that i can do it ..because i am new to this work,
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Forum Post: RE: Portal - How to remove sections from home page
Hi Partner, These sections are located in Web Templates > Home: You can comment the section with syntax as LA mentioned: Dynamics 365 Portal web templates use an open source template engine " Liquid" to allow developers to create custom templates http://shopify.github.io/liquid/tags/comment/ More tutorials and documentations about how to work with the Liquid syntax: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/liquid-tags https://community.dynamics.com/365/b/dynamics365apps/posts/dynamics-365-portals-liquid-templates-part-1-hello-world Or you could just add attribute 'style='display: none'' to the section you want to hide. An appearence issue is that after we hide the know more section, the Browser the KB section will has a strange layout as below: You could embed CSS rules below into web template source code to fix the issue. Final result: Regards, Clofly
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Forum Post: RE: Email Template -Email must have at least one recipient before it can be sent
Happy to know that, Piny. Please close this question by marking the correct answer as 'Verified'. It may save other people's time.
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Forum Post: RE: FormContext.data.process.getActiveProcess() returns null in unified interface
Hi, Check :- Is your Business Process Flow is displaying in Unified Interface–Dynamics 365 (sales hub) or not ? if not then Check this to appeared in unified interface after that Check your Code community.dynamics.com/.../business-process-flow-not-displaying-in-unified-interface-dynamics-365 Thanks Ajyendra
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Forum Post: RE: FormContext.data.process.getActiveProcess() returns null in unified interface
Thanks Ajyendra That was the issue, I forgot that I also needed to publish the business process flows via My Apps. Working
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Forum Post: RE: PDF attachment sent email workflow
Hi Asif, Assuming, pdf is attached as a note, we can have a custom workflow which will trigger on creating of note and sends the email with that attachment, you can have a check to send the email for the notes which have attachments.
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Forum Post: RE: CRM Import
I think you cannot import the CRM and delete the privilege at the same time. I have tried this as well but couldn’t find an effective way to do that. I got grade miners essay from online. If you find the solution please let me know as well.
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Forum Post: RE: Business Process Flow - Workflow on stage exit - only run when progressing forward
Hi, You can use traversepath as Ketan mentioned. And also, you can use "Xrm.Page.data.process.getActivePath();" to get the path, and check where you are. Check if you need an example; https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/dn817884%28v%3dcrm.8%29 Regards,
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Blog Post: #3 Question to Ask Yourselves About Selecting a Marketing Automation Solution for Microsoft Dynamics 365
The third question to ask yourselves about selecting a marketing automation solution for Microsoft Dynamics 365 is: What are the training and support options? Despite system friendliness, new users will still require training and support to become acclimated to your new marketing automation solution. When you’re in the evaluation process of selecting a marketing automation solution for Microsoft Dynamics 365, you should carefully consider what is available to you. Analyzing training and support options at the beginning of the selection process may also help you avoid unforeseen costs in the future. Keep in mind, different users have different preferred learning methods. Since individuals’ learning processes vary, having different training and support options is crucial, whether your prospective vendor supplies webinars, online training courses, blogs, case studies, or help articles to support your adoption process . This variety will not only help accommodate different learning styles, but different user schedules. Consider your hours of operation compared to theirs. For example, there may be significant implications or lagging adoption as a result of selecting a vendor in a different time zone. An effective marketing automation vendor should suit your team’s needs in these ways. When you find one that has these attributes, it will reflect that they don’t only fit your style, but ensure that you will be up and running quickly with the new technology! Learn more about what to look for in a marketing automation vendor to complement your Microsoft Dynamics 365 environment. In this new eBook from Ledgeview Partners and ClickDimensions , we answer 8 questions to help set you on the path to success with marketing automation and Microsoft Dynamics 365. Download your complimentary copy here . Contact Us Today To learn more about Ledgeview’s Expertise Let’s Talk Related Articles Julia Flaherty #3 Question to Ask Yourselves About Selecting a Marketing Automation Solution for Microsoft Dynamics 365 Julia Flaherty Julia Flaherty Join Us for an Upcoming Webinar – 10 Steps to a Successful CRM Implementation! Julia Flaherty ADDITIONAL POSTS The post #3 Question to Ask Yourselves About Selecting a Marketing Automation Solution for Microsoft Dynamics 365 appeared first on Ledgeview Partners .
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Forum Post: RE: multiple proccess with the same name!
Hi Ali, If you query processes without any criteria, it is possible to see same workflow name in your result list multiple times. If you are looking for workflows to get a list or etc, just give " Type " criteria. Type equals Definition . Type field has 3 options; Definition, Activation, Template . Whenever you activate a workflow, the system takes a snapshot of your workflow. Please check the link to understand more about the Type field. http://thetindog.com/technotes/2014/1/27/microsoft-dynamics-crm-2011-workflow-type-in-sql Regards,
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Forum Post: Advice on how to champion my skill as a newbie in CRM
I am new to dynamics, but already in the IT field working as an application support consultant. I need advice on how to channel my path in dynamics. Am planning a path as shown below; CRM Support Consultant - CRM Functional consultant - CRM developer Please can anyone advice me on how to go about this and also what do i need to do to fully get myself fully ready in a year or 2. Reading materials, Blogs i can follow to learn more about dynamics 365. Just anything that can help me improve my skill. Thanks Taiye
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Forum Post: Portal Registration - Allowing to register with same Email Address multiple times
Hi All, We have a custom dynamics portal, but we are using the OOTB registration process. We've come across an issue where we are able to use an email address more than once for registering users. Obviously we don't want different users with the same email address. The strange thing is that this is only happening with a selected number of email addresses (only 2 at the moment) which means we are not able to replicate it. Note our CRM instance is on-premise. Any suggestions/ ideas? Thanks
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