Hi Eturyu Can you provide more information? What are you using to populate the addresses on the order line from the order entity? Is it a traditional workflow or a Microsoft Flow or are you using a plugin that you've developed to do this? Once we understand what you're using to populate this then we can troubleshoot why it's only populating some of the records.
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Forum Post: RE: Order line Addresses
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Forum Post: RE: Email templates
Hi, I'm assuming you've got Clickdimensions installed on your current CRM environment and looking to use a template created by Clickdimensions in your workflow like how you would send a email template via a workflow. It is possible. You can read more on how to do this below: support.clickdimensions.com/.../115001161654-Send-a-ClickDimensions-Email-via-a-CRM-Workflow ---------------------------------------------------------- If you found this to have answered your question. Please mark it as the answer.
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Forum Post: RE: relevance search not showing results for some opportunity records where the categorized search showing the results for the same
Have you checked that opportunity is added in for relevance search indexing. Go to your default solution, select Entities and on the top bar there's a button called Configure Relevance Search. Ensure that opportunity has been added in as an entity for indexing for relevance search.
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Forum Post: Multi select option set in CRM 2016 on premise
Hi All I am trying to implement multi select option set(don't require check boxes) in CRM 2016 On premise version. I am using N:N relationship between two entities and added sub grid but not able to show multi select option set in the form. Checked some links on forum but not clear. Can someone help me with step by step implementation(need detail steps) or some links
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Forum Post: RE: Multi select option set in CRM 2016 on premise
Hi Narendra, As per my knowledge, you can't use OOB multi-select option set in case if you are using CRM 2016 (Since multi-select option is part of Dynamics 365). You could create either using checkbox or else in background you could create html page to show multi-select option set with the help of " " tag Please refer below url for more details: stackoverflow.com/.../30190783
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Forum Post: RE: getFormContext is not a function
Hi, The Client API object model for model-driven apps ( formContext ) is introduced when the model-driven apps came to the stage. It is not used in Dynamics CRM 2016. docs.microsoft.com/.../understand-clientapi-object-model docs.microsoft.com/.../clientapi-form-context You need to use Xrm.Page object model. https://community.dynamics.com/365/b/d365demystified/posts/understanding-xrm-page-object-model Regards,
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Forum Post: RE: CRM and security question (role and change owner)
I think we missunderstand each other. 1. I ONLY want user to be able to "assign" Accounts that they own, Accounts that someone else owns they should not be able to re-assign. So in the security role, on entity Account, I have Assign set to User. That works fine as it should for the assign button. IE the user can only see the assign button on accounts he own and cant see it on accounts he dont own. So far , so good. But the user can still, click at the top right corner on the owner and change it eaven if they don't own the account. I'm sure that a couple of weeks agao the user got an error message saying insuffient permissions (as they shold) if they did that, Now it seems like they could change owner on every account that they DONT own. from the owner field at top right of the screen.(In New UI)
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Forum Post: RE: User can't edit a Contact of which he is the owner
No, the problem is that the record is Active. Below the privileges of his security role, any idea? Thanks in advance. Alessia
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Forum Post: RE: Can you pass CRM parameters into a JavaScript web resource?
Hi Goutham, Now that "Xrm.Page" is going to be deprecated what should be done in this scenario. Let us know if you have any solution. Thanks in advance.
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Blog Post: Keep your head high...
Giraffe's may not be the most graceful animals when they move but they always keep their heads high and above everything around them!
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Forum Post: Dynamics 365 Portal Comments / Timeline error
Hi everyone, we are currently running into an error when trying to create a portal comment via the timeline. TypeError: Cannot read property 'web' of undefined You can still write the portal comment after pressing "OK" on the error message without any other issues. Our current assumption is that it has something to do with Xrm.Page being outdated. How can we either solve the problem or prevent the error from being shown? Below is the code of the webressource in question. The workaround with the newer APIs doesn't work here since we can't get the formContext here. Does anyone know if MS is going to fix this in the near future? Thank you for your help and best regards. function initialize() { if ( Xrm.Page.ui.getFormType() == 1 && ( Xrm.Page.context.client.getClient() === Xrm.ClientName.web || Xrm.Page.context.client.getClient() === Xrm.ClientName.mobile ) ) { //Set the default value for direction code as Outgoing for Web Client. if ( Xrm.Page.getAttribute( "adx_portalcommentdirectioncode" ).getValue() != null ) { Xrm.Page.getAttribute( "adx_portalcommentdirectioncode" ).setValue( 2 ); } //Set From lookup field with the value based on current user. Xrm.Page.getAttribute( "from" ).setValue( [{ id: Xrm.Page.context.getUserId(), name: Xrm.Page.context.getUserName(), entityType: "systemuser" }] ); //Set To Lookup field value based on the Query String parameters passed from Case form. var parameters = Xrm.Page.context.getQueryStringParameters(); if ( parameters["partyid"] != null && parameters["partyname"] != null && parameters["partytype"] != null ) { var entityTypeName = null; if ( Xrm.Page.context.client.getClient() === Xrm.ClientName.web ) { var entityTypeCode = parseInt( parameters["partytype"], 10 ); entityTypeName = Xrm.Internal.getEntityName( entityTypeCode ) } else { entityTypeName = parameters["partytype"]; } Xrm.Page.getAttribute( "to" ).setValue( [{ id: parameters["partyid"], name: parameters["partyname"], entityType: entityTypeName }] ); } } }
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Forum Post: RE: field is present multiple times on this form. Only first field will be rendered in the UI
Hello Rodd If two Fields with same schema names are exist on CRM form then you will get this issue, Only fix to this issue is using one Field on form :) Thanks
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Forum Post: RE: Cannot Edit Workflows After Unified Interface Upgrade
Thanks for the reply. I went to System Settings in the 'Change View' area and then selected Processes. Trying to click on the name of the workflow gives me the error. Where should I go to check if I have permission? I am still learning the new Unified Interface and couldn't find it.
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Forum Post: RE: User can't edit a Contact of which he is the owner
Thanks for sharing the detail. Please go to the user record, and check the "Access Mode". If it is not "Read-Write", change it to "Read-Write" (i assume this is one the it needs to be for this user)
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Forum Post: RE: Custom Resolve button Vs OOTB Resolve Case Button
I mean if Xrm.Page.data.entity.save(); works fine then Xrm.Page.getAttribute("new_isresolved").setValue(true); Xrm.Page.getAttribute("new_timerstatus").setValue("0"); should work fine as well.
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Forum Post: RE: User can't edit a Contact of which he is the owner
No, unfortunately the user has already Access Mode as "Read-Write". I forgot to tell you that the problem does not happen on all Contacts but only on a specific one. Thanks in advance. Alessia
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Forum Post: Business Rules
I have set up a business rule where when a county in one field is selected then the townships will populate in another field. I have the townships set to the default value. The user I am building this for would like to be able to edit the township field "if necessary" Does anyone know if I can use an event handler to do that or have any other suggestions as to how to make the field stay editable after the rule has been applied? Or can it even be done?
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Forum Post: System.ArgumentNullException: Value cannot be null. Parameter name: entityName Error while opening CRM Case Form
Hi, On case entity we created a Lookup of customer data type. This is working fine in Development environment. But when we move it to QA, we are getting "Invalid Argument" error when we open any existing case record. Also we get the same error while we add the newly created column in advance find.Below are the screen shots. Any help is appreciated.
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Forum Post: RE: Using MS FLOW to send emails from CRM
HI, I use a field change to trigger sending an email. However Unable to track - Sent from is NOT me, rather a generic Microsoft account here is the FLOW and the resulting email Good Luck, Gary
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Forum Post: RE: System.ArgumentNullException: Value cannot be null. Parameter name: entityName Error while opening CRM Case Form
Hello, Click "Download Log File" button, download the log and put it here.
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