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Viewing roll-up of data, Hierarchy or Teams?

March 8, 2017, 11:24 am
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Having trouble deciding which route to go.   I want the VP Sales to only view items that fall under managers that report to the VP.  For example, the default view for "My Team's Open Opportunities" is visible by the direct manager the sales person reports to.  I would like this same data to roll up to the VP.  I can't have the VP see all open opportunities as we have various regions controlled by specific VP's. 

What's the best route to go?  I currently have 3 BU, Top level and 2 sub-levels.  I rather not create BU for ever Branch/Manager, but if I need to then it is what it is.  Thank you 

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Accounts error when loading in Outlook client, off line mode

December 19, 2016, 6:44 am
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I have a problem with Outlook offline mode (CRM2016 Update 1 Online, using CRM2016 Outlook client).

Contacts and custom entities are working correctly. They show off line and can be edited. Including inserting / updating notes!

But as the account form loads we get the following error and the form never displays.

Does anyone have suggestions as to possible causes?

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #4F4BA701Detail:

<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">

  <ErrorCode>-2147220970</ErrorCode>

  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

  <Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #4F4BA701</Message>

  <Timestamp>2016-12-19T11:52:23.4854284Z</Timestamp>

  <InnerFault>

    <ErrorCode>-2147220970</ErrorCode>

    <ErrorDetails xmlns:d3p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

    <Message>There was a problem while trying to set value for "SelectDefaultLanguage" parameter of the control with ID = notescontrol

One of the following may have caused this exception:

1). The property does not exist on the control or it is not public.

2). The property is not writable.

3). The property is not marked with the CrmControlParameter attribute.</Message>

    <Timestamp>2016-12-19T11:52:23.4854284Z</Timestamp>

    <InnerFault i:nil="true" />

    <TraceText i:nil="true" />

  </InnerFault>

  <TraceText i:nil="true" />

</OrganizationServiceFault>

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USD - New_CRM_Page Action populating ISH Page Incorrectly

March 6, 2017, 8:42 am
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Hi,

I have Case/Incident toolbar which includes buttons for different activity types. When the hosted controls for the activity pages are regular CRM Pages, all in fine. However when I change them to ISH pages (my desired page type), the activity is not able to be saved

"Record is Unavailable

The requested record was not found or you do not have sufficient permissions to view it."

I have determined that this is because the regarding field is not being populated correctly, as when I search and reset the related case, the activity is able to be saved. Looking at the debug parameters I can see that when the hosted control is the ISH type, the regardingObject is being set as account, rather than incident. 

Here is my data for the action

LogicalName=task
regardingobjectid=[[$Context.Id]]
regardingobjectidname=[[$Context.title]]
regardingobjecttypecode=incident
actualstart=[[$Session.StartTime]g]

Here are the activity parameters when the hosted control is a crm page (and works)

and when it is a ish page

Anybody have any idea's why this could be?

Thanks,
Lucas

 

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Changing a Form based on option set Value

March 11, 2017, 2:03 pm
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Hello,

I have 4 forms in an entity. I created a default form, based on the option set value I would like to change the form.  I tried to use the below code on the default form, but nothing is happening. Do I need to have 4 if blocks with the associated option set number? Thanks!

function showForm() {


        if (Xrm.Page.ui.getFormType()==2){
            // variable to store the name of the form
            var lblForm;

            // get the value picklist field
            var relType = Xrm.Page.getAttribute("optionset").getValue();
        }



        switch (relType) {
            case 1:
                lblForm = "Form1";
                break;
            case 2:
                lblForm = "Form2";
                break;
            case 3:
                lblForm = "Form3";
                break;
            case 4:
                lblForm = "Form4";
                break;
            default:
                lblForm = "Information";
        }
        //check if the current form is form need to be displayed based on the value
        if (Xrm.Page.ui.formSelector.getCurrentItem().getLabel() != lblForm) {
            var items = Xrm.Page.ui.formSelector.items.get();
            for (var i in items) {
                var item = items[i];
                var itemId = item.getId();
                var itemLabel = item.getLabel()

                if (itemLabel == lblForm) {
                    //navigate to the form
                    item.navigate();
                } //endif
            } //end for
        } //endif
    }//endif
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Dynamic 365 - Editable SubGrid

March 11, 2017, 5:27 pm
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I am using Dynamic 365 Editable SubGrids on the form. However, I have to prevent user from editing some of the fields.

 Is there any out of the box configuration that allows to lock the field in Editable SubGrid like CreatedOn which is by default locked?

Thank You.

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Viewing roll-up of data, Hierarchy or Teams?

March 8, 2017, 11:24 am
$
0
0

Having trouble deciding which route to go.   I want the VP Sales to only view items that fall under managers that report to the VP.  For example, the default view for "My Team's Open Opportunities" is visible by the direct manager the sales person reports to.  I would like this same data to roll up to the VP.  I can't have the VP see all open opportunities as we have various regions controlled by specific VP's. 

What's the best route to go?  I currently have 3 BU, Top level and 2 sub-levels.  I rather not create BU for ever Branch/Manager, but if I need to then it is what it is.  Thank you 

↧

Accounts error when loading in Outlook client, off line mode

December 19, 2016, 6:44 am
$
0
0

I have a problem with Outlook offline mode (CRM2016 Update 1 Online, using CRM2016 Outlook client).

Contacts and custom entities are working correctly. They show off line and can be edited. Including inserting / updating notes!

But as the account form loads we get the following error and the form never displays.

Does anyone have suggestions as to possible causes?

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #4F4BA701Detail:

<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">

  <ErrorCode>-2147220970</ErrorCode>

  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

  <Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #4F4BA701</Message>

  <Timestamp>2016-12-19T11:52:23.4854284Z</Timestamp>

  <InnerFault>

    <ErrorCode>-2147220970</ErrorCode>

    <ErrorDetails xmlns:d3p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

    <Message>There was a problem while trying to set value for "SelectDefaultLanguage" parameter of the control with ID = notescontrol

One of the following may have caused this exception:

1). The property does not exist on the control or it is not public.

2). The property is not writable.

3). The property is not marked with the CrmControlParameter attribute.</Message>

    <Timestamp>2016-12-19T11:52:23.4854284Z</Timestamp>

    <InnerFault i:nil="true" />

    <TraceText i:nil="true" />

  </InnerFault>

  <TraceText i:nil="true" />

</OrganizationServiceFault>

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Dynamics 365 issues with Field Service Mobile App

January 25, 2017, 4:02 am
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Whenever I try to open any of my bookings which have been scheduled, the app gets closed unexpectedly. Expected behavior would have been me being able to view the details about the current booking. I have tested apps on both the platforms including IOS and Android. Apps are an important part of field service as they are needed by field technicians to view various bookings they have been scheduled to. 

Any help. suggestions would be highly appreciated.

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Populate Custom Lookup field with PartyList Field

March 16, 2017, 8:24 am
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Hi all.

I was wondering if you could please assist.

I have created a custom lookup field on the email record that i want to populate with the "From" field (PartyList).

Does anyone have the correct JavaScript to help with this situation?

My JavaScript does not seem to be working.

Any advise will be highly appreciated.

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Unified Service Desk

March 16, 2017, 7:34 am
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Hello,

I have a problem with my configuration of the USD. I have followed a training of Neil Parkhurst on Youtube. I configured the USD exactly as he described, but i am getting some errors with my sessions.

When i click on a record from a view, the session opens and the record is been shown, so far so good.

Error1

However, as the record is being opened, a extra screen pops up saying: This page cannot be displayed. The URL of this screen is: http://event/?eventname=usdrawdataload&dataloadstate=1&turboform=true. If i look at the debugger, i can see that there a two problems: with Expander Left Splitter Collapse and Expander Right Panel Collapse. Anybody know how to fix this?

Error2

  • The account's name does not show up in the Account Tab, it stays: Account
  • The session's name does not change. It stays: New session
  • An overview of the account is not being shown

I don't know if the bulletpoints of the second error are caused by the first error. Does anyone have a suggestion on how to fix this?

Thanks a lot!

Best regards,

Arne Bok

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Managed and unmanaged solution used in which scenario

March 16, 2017, 9:39 am
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Hi All,

My question is i have a 4 instance of my crm, test environment, dev environment, prepoduction environment and production.

see the below scenario-

1)if i have a custom code which  i am  develping in dev env then i need to test this code in test env which kind of solution is created for this managed and unmanaged.

2)if the development is correct and testing is also correct then you need to deploy to preprod and prod env which kind of solution you created at this point of time.

every time requirement is changed. you need to develop according to this,

please explain me.

Thanks & Regards,

Jyotsna

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Dynamics for an IT Service Company

March 16, 2017, 7:06 am
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Hello,

Does anyone here use Dynamics 365 within an IT Service environment.

Specifically for Projects, service tickets, customer portals, resource management, contracts etc.

If so, how does it stack up against other CRM solutions specific to IT such as Conenctwise?

Thanks

Jeff

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Changing a Form based on option set Value

March 11, 2017, 2:03 pm
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0
0

Hello,

I have 4 forms in an entity. I created a default form, based on the option set value I would like to change the form.  I tried to use the below code on the default form, but nothing is happening. Do I need to have 4 if blocks with the associated option set number? Thanks!

function showForm() {


        if (Xrm.Page.ui.getFormType()==2){
            // variable to store the name of the form
            var lblForm;

            // get the value picklist field
            var relType = Xrm.Page.getAttribute("optionset").getValue();
        }



        switch (relType) {
            case 1:
                lblForm = "Form1";
                break;
            case 2:
                lblForm = "Form2";
                break;
            case 3:
                lblForm = "Form3";
                break;
            case 4:
                lblForm = "Form4";
                break;
            default:
                lblForm = "Information";
        }
        //check if the current form is form need to be displayed based on the value
        if (Xrm.Page.ui.formSelector.getCurrentItem().getLabel() != lblForm) {
            var items = Xrm.Page.ui.formSelector.items.get();
            for (var i in items) {
                var item = items[i];
                var itemId = item.getId();
                var itemLabel = item.getLabel()

                if (itemLabel == lblForm) {
                    //navigate to the form
                    item.navigate();
                } //endif
            } //end for
        } //endif
    }//endif
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Assigning Privileges to a Team

March 16, 2017, 8:28 am
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Hi,

I have users in a single Business Unit, where they are then split into Teams within the Business Unit.  I have given the users write access to their records only - set privilege at User.  I now want to allow members of each team to have write access to all records within the team they are a member of. I have set up a new security role which I was planning on assigning to the team,  however the permissions only allow me to set write access at User, then Business Unit. Can anyone advise how I can/if I can set this overriding permission at a team level?

Thanks in advance.

Agnes 

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What is the point of the new Due field on phone call?

March 16, 2017, 3:25 am
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In CRM Online and CRM 2016 on prem, there now is a Due field on the phone call entity in the Activity Pane. What is the point of this field? As soon as I save the phone call it is saved as completed. It never shows up on My Activities list.

I would have thought the idea was to create an active phone call.

Is the field there so you can build a workflow that sets the phone call to active?

Not very user friendly.

Does anyone have a Connect issue on this, that can be upvoted?

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Birmingham CRMUG – PowerApps

March 17, 2017, 12:16 pm
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Are you a Dynamics 365 / CRM user? Do you know about PowerApps? See PowerApps in action on March 29th in Birmingham.

PowerApps is a service for building and using custom business apps that connect to your data and work across the web and mobile – without the time and expense of custom software development. You can generate an app automatically! You “just” specify a data source such as SQLServer, Dynamics 365, Excel etc.


Want to learn how you can rapidly create your own apps without code ……. Our next free CRMUG event will include a PowerApps presentation.


Crimson IT Solutions often deliver projects in an Agile manner and therefore need tools to support rapid application development. Mark Cotton and Adam Throssell will demonstrate how this is achieved by using PowerApps to create an application “live” within 30 minutes.

Mark Cotton, Dynamics 365 Practice Manager at Crimson


Adam Throssell, Dynamics 365 Consultant at Crimson


Date/Time: Wednesday 29th March 6:30pm

Venue: Greater Birmingham Chamber of Commerce, 75 Harborne Road, Birmingham, B15 3DH

The evening is free to attend plus drinks and food will be provided. There will also be other engaging presentations and networking opportunities.


See our full agenda and register now on the CRMUG website;

https://www.crmug.com/events/event-description?CalendarEventKey=e02687e9-3f7a-45a2-81f0-ed4f83fea7a4&CommunityKey=c2ae7a24-9cbb-48dd-aea5-257f7e9e39e0&Home=%2fcommunities%2fcommunity-home&CommunityKey=c2ae7a24-9cbb-48dd-aea5-257f7e9e39e0

Or register now on meetup here;

https://www.meetup.com/Birmingham-Dynamics-Crm-User-Group/events/237481808/


Filed under: CRMUG Tagged: CRMUG
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CRM 2016 Opportunity Close Description Required

March 17, 2017, 1:06 pm
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We have a business requirement to change the requirement level on the opportunity close form description field. As this field has managed properties on it OOTB I do not see a way to do so through the GUI. I also do not see a way to write a workflow, business rule or add JavaScript to this form/field in order to change the requirement level. Is there a way to accomplish this requirement?

Thanks ~ Jenn

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what is scope of entity?

March 19, 2017, 8:51 pm
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What is entity and scope of entity

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Changing a Form based on option set Value

March 11, 2017, 2:03 pm
$
0
0

Hello,

I have 4 forms in an entity. I created a default form, based on the option set value I would like to change the form.  I tried to use the below code on the default form, but nothing is happening. Do I need to have 4 if blocks with the associated option set number? Thanks!

function showForm() {


        if (Xrm.Page.ui.getFormType()==2){
            // variable to store the name of the form
            var lblForm;

            // get the value picklist field
            var relType = Xrm.Page.getAttribute("optionset").getValue();
        }



        switch (relType) {
            case 1:
                lblForm = "Form1";
                break;
            case 2:
                lblForm = "Form2";
                break;
            case 3:
                lblForm = "Form3";
                break;
            case 4:
                lblForm = "Form4";
                break;
            default:
                lblForm = "Information";
        }
        //check if the current form is form need to be displayed based on the value
        if (Xrm.Page.ui.formSelector.getCurrentItem().getLabel() != lblForm) {
            var items = Xrm.Page.ui.formSelector.items.get();
            for (var i in items) {
                var item = items[i];
                var itemId = item.getId();
                var itemLabel = item.getLabel()

                if (itemLabel == lblForm) {
                    //navigate to the form
                    item.navigate();
                } //endif
            } //end for
        } //endif
    }//endif
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Dynamics for an IT Service Company

March 16, 2017, 7:06 am
$
0
0

Hello,

Does anyone here use Dynamics 365 within an IT Service environment.

Specifically for Projects, service tickets, customer portals, resource management, contracts etc.

If so, how does it stack up against other CRM solutions specific to IT such as Conenctwise?

Thanks

Jeff

↧
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